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All Episodes

Invest Like a Billionaire — 241 episodes

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Title
1

You Don't Have A Tax Strategy, You Have A Tax Return

2

The 5 Real Estate Rules Everyone Broke (And Lost Billions)

3

Why Billionaires Choose Funds Over Single-Asset Deals

4

$1 Trillion in Real Estate Is Breaking (Here’s What Happens Next)

5

Roth Conversions: Why Waiting Is Costing You Millions

6

Why Serious Investors Never Invest in Their Own Name

7

What 10,000 High-Net-Worth Investors Are Actually Doing Right Now w/Litan Yahav (Vyzer)

8

Oil Just Spiked — Are We Headed for a Recession?

9

PPMs That Scare the Sh*t Out of Me (Real Investing Horror Stories)

10

Is Private Credit About to Collapse? ($1.7 Trillion at Risk)

11

How to Run a Micro Family Office & Manage Your Wealth Like the Ultra-Rich

12

Turn Your Network Into a Fund in the Next 30 Days – with Tribevest’s Seth Bradley

13

2026 Macro Outlook Recap & Reaction: Rates, Growth, and Real Estate

14

Bob Fraser’s 2026 Economic Outlook: Investable Megatrends & Market Opportunities

15

The Billionaire Tax Battle: CA vs. MO (And How to Pay Less)

16

Dr. Peter Linneman on AI Myths, the Future of Multifamily Housing & the Shrinking Federal Workforce

17

The Truth About Whole Life Insurance: Experts Debate (Part 2 of 2)

18

Oil Prices & Venezuela: What Investors Need to Know for 2026

19

The Truth About Whole Life Insurance: Experts Debate (Part 1 of 2)

20

Aspen’s 2025 Capital Allocation Strategy: Where We Invested & Why

21

Real Estate in Limbo: 2026 Outlook with CBRE’s Spencer Levy

22

I sold my business for 8 figures… now what? with David Neidig

23

Must Know Metrics When Evaluating an Investment

24

How to review an underwriting file in 10 mins or less

25

The state of multifamily today with Ken McElroy

26

How U.S. Trade Policy Is Shaping New Investment Opportunities in Industrial w/ CBRE Executive VP Christian Perez Giese

27

How High Earners Beat the Tax Man

28

Gold is not your safe haven

29

How to Build a Billionaire-Grade Portfolio with One Million Dollars

30

Headlines: Pro Green Agency Calls For More Oil & Gas Drilling

31

[ILAB Classic] How to Build Your Own Virtual Family Office feat. Jim Dew

32

Fed Cuts Rates by 25 Bps! - How to Make Inflation Your Friend

33

Advanced Tax Saving Strategies for Passive Investors

34

How to Find and Fund the Most Impactful Giving Opportunities

35

Deals we didn’t Do: The $1B ATM Ponzi Scheme

36

How to know when enough is enough, a 1:1 with John Maxwell

37

How Debt and Taxes Can Make You Rich

38

What your financial advisor isn’t telling you

39

The Secret Killer of Wealth: Why volatility is destroying your portfolio

40

The 60:40 Portfolio is Dead… Here’s How to Invest like the Top 1%

41

Our first book is here: Invest Like a Billionaire

42

How to build a Passive Alternative Portfolio: The Wealth Pyramid

43

He 20x'd his net worth in 4 years

44

Financial Advisor turned Passive Investing Pioneer with Jim Pfeifer

45

The Hard-Won Lessons Behind Aspen Funds with Jim Maffuccio

46

Deals We Didn't Do: The Rise of Pref Equity and when to Run like Hell

47

Creating a passive portfolio from the air with pilot Tait Duryea

48

Making alt investing a family affair with Darrell Gargala

49

Lessons from 25 years of investing success with David Shaw

50

Headlines: Should I dump or double down on Oil & Gas?

51

How HNW Family Offices’ are Investing in Alts with Kendall Laughlin

52

Headlines: Will tariffs lead to a recession?

53

When the exit doesn’t go as planned with Curt Stevenson

54

The Real Estate Professional Life Hack with Jordan Linscombe

55

How small buys turned into 7 figures in passive income with Wes Hill

56

Moving across the world for the right investment with Francois Braine-Bonnaire

57

The Aspen Playbook – inside the Mind and Portfolio of Aspen Founder with Bob Fraser

58

Invest Like a Billionaire is back!

59

184. The future of this podcast

60

183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth?

61

182. What Are Today’s Best Opportunities in Multifamily Real Estate and Private Credit?

62

181. Building Wealth and Reducing Tax Burdens feat. Brett Swarts

63

180. Making Homeownership Affordable feat. Frank Rohde

64

179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere

65

178. How to Invest Like an American Dynasty: The Hilton Family Empire feat. Mark Miller

66

177. Why You Should Self-Insure Your Business feat. Van Carlson

67

176. Democratizing Access to Flying Private Jets feat. Paul Svensen

68

175. 2024 Financial Freedom Hacks feat. Joey Mure

69

174. Top Trends to Watch in Industrial Real Estate | Top of Mind

70

173. Bringing Transparency to Private Investing feat. Pat Zingarella

71

172. Industrial Real Estate Masterclass feat. Brent Peterson | How To Find the Best Industrial Real Estate Investments

72

171. How to Build Lasting Wealth With Real Estate feat. Kathy Fettke

73

170. Passive Investor Tips After 50+ LP Investments feat. Travis Watts

74

169. Avoiding Rookie Investing Mistakes feat. Steve Suh

75

168. Inside Look: 2024 Family Office Investments feat. Angelo Robles

76

167. Multifamily: Apocalypse or Opportunity? feat. Neal Bawa

77

166. Opportunities in Venture Debt feat. Jeremy Hill

78

165. Buy Then Build: WSJ Bestselling Author on Buying Businesses

79

164. Top 5 Episodes of the First Half of 2024

80

163. WSJ’s Most Accurate Economist feat. Dr. Belinda Román

81

162. Trust Your Gut? The Science of Intuition feat. Sunil Godse

82

161. Building Wealth Through Business Acquisitions feat. Nick McLean

83

160. How Data Analytics is Revolutionizing Horse Racing feat. Jeff Seder

84

159. Replicating Hedge Funds Using Machine Learning feat. Bob Elliott

85

158. The Billion Dollar Mind feat. Rick Macci and Nivedita Uberoi Jerath

86

157. Understanding Interval Funds feat. Kimberly Ann Flynn

87

156. How to Build and Protect Generational Wealth feat. Whitney Elkins-Hutten

88

155. Moving from Passive to Active Investor feat. Seth Bradley

89

154. Helicopter Financing 101 feat. Matt Rothschild

90

153. Private Credit Masterclass - Part 2 feat. Anton Mattli

91

152. The Fed Dot Plot & Lower Rates Ahead? | Top of Mind

92

151. Private Credit Masterclass - Part 1 feat. Anton Mattli

93

150. Unveiling the Corporate Transparency Act feat. Garrett and Ted Sutton

94

149. Where Did $700B in Maturing CRE Loans Go? | Top of Mind

95

148. Discounted Roth Conversions feat. Keith Blackborg

96

147. Replay: The Wide World Of Passive Real Estate Investing

97

146. How to Review a Deal Proforma - Part 2 | Top of Mind

98

145. How to Review a Deal Proforma - Part 1 | Top of Mind

99

144. Life Settlements Demystified feat. Anne Buchanan

100

143. Investors Are Almost Always Wrong About Rates | Top of Mind

101

142. Unlocking Travel with Residence by Investment feat. Dominic Volek

102

141. The Banks Are Not Okay | Top of Mind

103

140. Maximizing The Value of Your Business Before Selling

104

139. Election Year: What Will the Fed Do? | Top of Mind

105

138. The Role of Mindset in Successful Tax Strategies feat. Laura Dohanes

106

137. Niche Assets: Tax Receivable Agreements feat. Andy Lee

107

136. Anatomy of a Private Equity Deal ft. Josh Ziegelbaum of Circuit City

108

135. Invest Like a Billionaire, Best of 2023 | A Recap Special

109

134. Advanced Tax Saving Strategies feat. Keystone CPA

110

133. Overview of Real Estate & Economic Updates feat. John Chang

111

132. Top of Mind: Inflation is Lower, Are Feds Ready to Lower Rates?

112

131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt

113

130. Replay: How the Wealthy Invest & the Alternative Investment Continuum

114

129. My Investment Has a Capital Call, What Should I Do?

115

128. Top of Mind: Fed Cautions on Too Much Optimism

116

127. Understanding Self-Directed IRA Strategies Ft. Mat Sorensen

117

126. Top of Mind: Brewing Chinese Financial Crisis

118

125. Oil Prices Dropped, What Does It Mean?

119

124. Redefining How To Track Your Investment Portfolio | Ft. Litan Yahav of Vyzer

120

123. Top of Mind: Labor Shortage Continues & Higher for Longer

121

122. Creating Liquidity in Private Markets: Understanding Secondary Market

122

121. Top of Mind: $44 Billion Funding Gap in Multifamily & Opportunities

123

120. Demystifying Litigation Finance & Other Alternative Credit feat. Eva Shang

124

119. Top of Mind: Surprising GDP Growth, Higher Long-Term Rates & What That Means

125

118. Investing Like the Ultra Rich feat. Paul Karger

126

117. Top of Mind: How Will Middle East Conflict Impact Oil Prices?

127

116. Unique Alt Investing: Opportunity Zones, Venture Capital & More feat. Kelly Ann Winget

128

115. Replay: Intro To Venture Capital & Private Equity Investing

129

114. 7 Investable Megatrends for the Next Decade

130

113. Top of Mind: Forecasts from Economists Panel

131

112. Evolution of Private Real Estate, Due Diligence & More feat. Matt Burk

132

111. Top of Mind: Will Oil Hit $100/Bbl by Year End?

133

110. Passive Investor Spotlight #10: From MD to Financial Freedom feat. Dr. Christopher Loo

134

109. Top of Mind: Is the Job Boom Over?

135

108. Venture Capital Investing: 3 Keys to Success feat. Leif Hartwig

136

107. Top of Mind: Why Goldman Sachs is Predicting Higher Oil Prices

137

106. State of the Multifamily Market: Rents, Supply, Markets & More feat. Jay Parsons

138

105. Top of Mind: The Curious Case of Retail Real Estate

139

104. Unlocking a Billionaire Mindset: Crushing Limits with Brain Science feat. Dr. Shannon Irvine

140

103. Top of Mind: Large Funds Waiting for Distressed CRE Deals

141

102. Navigating Investing through Economic Cycles feat. Ryan Smith

142

101. Top of Mind: Consumer Credit Card Debt Surpasses $1 Trillion! Why We're Not Concerned

143

100. Origins of Crowdfunding & Accessing Distressed CRE Deals feat. Dr. Adam Gower

144

99. Top of Mind: Why China May Face Deflation

145

98. Mastering Alternative Investments with Your IRA feat. Kirk Chisholm

146

97. Top of Mind: Are Retail Strip Centers the Next Hot Real Estate Trend?

147

96. Top of Mind: When Crowdfunding Goes Awry

148

95. Passive Investor Spotlight #9: Becoming a Lifestyle Investor feat. Justin Donald

149

94. How to Boost Your Financial IQ feat. Steve Coughran

150

93. Building Wealth through Franchising feat. Jon Ostenson

151

92. Passive Investor Spotlight #8: From Entrepreneur to Alternative Investment Guru feat. Andy Hagans

152

91. How to Build Your Own Virtual Family Office feat. Jim Dew

153

90. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 2

154

89. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 1

155

88. Exploring Office & Industrial Asset Classes feat. Brian Adams

156

87. Top of Mind: Is There a Real Estate Syndication Bubble?

157

86. Top of Mind: Is Gold a Good Hedge Against Inflation?

158

85. Investing in Private Credit in Today's Economy feat. Nelson Chu

159

84. Top of Mind: The Fate of the US Dollar

160

83. Effective Tax Planning: Strategies to Reduce Your Taxes feat. Steve Moskowitz

161

82. Building Wealth Without Wall Street feat. Joey Mure

162

81. Hedge Fund Investing: Leveraging Technology to Beat the Market feat. Tory Reiss

163

80. Short Term Rentals: Corporate Housing vs. Vacation Rentals feat. Dr. Chau Ong

164

79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear

165

78. The Future of Alternative Investments: 2023 and Beyond feat. Shifra Ansonoff

166

77. UHNW Survey on Portfolio Allocation & Strategy feat. Tad Fallows

167

76. The Rise of Co-Living: Redefining Rental Real Estate feat. Johnny Wolff

168

75. Top Money-Making Investments for 2023: Economic Megatrends for Investors - Part 2

169

74. Top of Mind: Breaking Down Silicon Valley Bank's Collapse and the Contagion Effect

170

73. Top Money-Making Investments for 2023: Economic Megatrends for Investors - Part 1

171

72. Inflation, Recession, Jobs: Discussion with Economist Dr. Chris Kuehl

172

71. Wholesaling: Getting Started in Real Estate with Minimal Capital feat. Josiah Grimes

173

70. Top of Mind: Are We Heading Into Recession?

174

69. A Unique Take on Venture Investing feat. Robert Cote

175

68. Spotting Red Flags in Syndication Documents feat. Dugan Kelley

176

67. Addressing the Housing Affordability Crisis feat. Mark Khuri

177

66. Passive Investor Spotlight #7: Active to Passive Real Estate Investing feat. Eric Barnett

178

65. Real Estate Tax Shelters for Passive Investors feat. Erik Oliver

179

64. Investing Like a Family Office feat. Josh McCallen

180

63. Revisiting Neighborhood Retail Real Estate feat. Parker Webb

181

62. Investing in Art feat. Allen Sukholitsky

182

61. Passive Investor Spotlight #6: Getting Started in Passive Real Estate Investing feat. Josh Haslem

183

60. Economic Panel w/ Neal Bawa (Best Ever Conference) - Part 2

184

59. Economic Panel w/ Neal Bawa (Best Ever Conference) - Part 1

185

58. Finding Opportunities in Industrial Real Estate feat. Brent Peterson

186

57. Investing in Turnkey Rentals feat. Ali Boone

187

56. Top of Mind: Interest Rates, Recession, and Finding Opportunities

188

55. Navigating the Debt Markets to Find Opportunities in Multifamily feat. Jorge Abreu

189

54. Top of Mind: Is Multifamily Still a Good Investment?

190

53. Warren Buffett’s Giving Strategies feat. Evan Lange

191

52. Top of Mind: Why are US companies bringing manufacturing back to America? Part 1

192

51. Top Episodes from our First Year & Coming Soon

193

50. How to Vet Venture Capital Funds feat. Joel Palathinkal

194

49. Investing in Sports Teams feat. Justin Papadakis

195

48. Investing in Biotech: From Scientist to Venture Capital Investor feat. Ron Shigeta

196

47. Upcoming Investor Summit & Investing in Storage feat. Ryan Gibson

197

46. Oil & Gas Economics: What the Future Holds feat. Robin Winkle

198

45. Finding Opportunities in Residential Real Estate feat. Kathy Fettke

199

44. Investing in Oil and Gas in Today’s Market feat. Grant Norwood

200

43. Breaking Down the Brewing Energy Crisis and Opportunities feat. Bob Fraser and Ben Fraser

201

42. Top of Mind: What's Causing High Gas Prices?

202

41. Investing With Your Tribe – feat. Travis Smith, CEO of Tribevest

203

40. 2022 Economic Outlook with Bob Fraser - What To Expect For The Rest of the Year

204

39. [International Mini-Series] Investing In Emerging Markets W/ Ladislas Maurice

205

38. Collectibles, Comic Books & Music Royalties - How to Evaluate Modern Alternatives With Stefan von Imhof

206

37. Passive Investor Spotlight #5: Buying Your Time Back w/ Justin Donald

207

36. Is Retail Real Estate the Next Hot Asset Class? - Interview w/ Parker Webb

208

35. Top of Mind [New Series] – What Happened to the Retail Apocalypse?

209

34. Investing In Rare Coins With Dana Samuelson

210

33. Transitioning from Private Equity to Private Debt W/ Jeremy Goff

211

32. Inflation, Cap Rates, The Fed... Are We Headed For Recession? Interview w/ John Chang

212

31. Where’s The Best Place To Invest $100K? Interview w/ Hunter Thompson

213

30. Scaling Real Estate And Finding The Opportunity - Interview w/ J Scott

214

29. Real Estate Trends Deep Dive with Global Research Analyst Shifra Ansonoff - Pt. 2

215

28. Betting Big On Retail Real Estate w/ Philip Block And Robert Levy

216

27. The Future Of Alternatives From A Global Perspective w/ Shifra Ansonoff - Pt. 1

217

26. Inside Look at Endowment Funds with Investment Director Greg Dowell, CFA

218

25. 2022 Housing Market Forecast w/ Nikolas Scoolis

219

24. Where You Should Invest in a High-Inflation Environment

220

23. Passive Investor Spotlight #4 - High Tech Career to Mobile Home Parks w/ Todd Sulzinger

221

22. State of Gold: Passive Investing in Gold Streaming w/ David Garofalo

222

21. Growing Your Wealth Through Owning Franchises - Interview w/ Erik Van Horn

223

20. Journey from Active to Passive Investor - Interview w/ Whitney Elkins-Hutten

224

19. The Definitive Breakdown Of REITs vs. Private REITs

225

18. Why You Need To Think About Asset Protection To Safeguard Your Wealth w/ Kevin Day

226

17. Podcast Recap - Our Top Highlights So Far

227

16. Financial Advisor Shares About Alts & Legacy Planning - Interview w/ Ryan Parson

228

15. Passive Investor Spotlight #3 - An International Investor's Perspective On U.S. RE Investing w/ François Braine-Bonnaire

229

13. Economic Update: The Great Resignation, Ramped-Up Inflation & What It Means For Investors

230

12. How Billionaires Pay Less In Taxes Than Average Americans

231

11. A Financial Advisor's Perspective On Including Alts In Your Portfolio w/ Josh Wright

232

10. Evaluating & Vetting Potential Sponsors w/ Lance Pederson

233

09. Inflation, Interest Rates, and Contrarian Economics w/ Hunter Thompson

234

08. Leveraging 1031 Exchanges and DSTs w/ Brandon Bruckman

235

07. Passive Investor Spotlight #2: Using Your Network To Find & Vet Sponsors w/ Jim Pfeifer

236

06. Billion-Dollar Real Estate Broker & Opportunities Post Pandemic - Interview w/ Gary Stache

237

05. Hedge Fund Investments & When They Make Sense

238

04. Passive Investor Spotlight: Hitting it Big Through Venture Investing w/ Dan Schulte

239

03. Intro To Venture Capital & Private Equity Investing

240

02. The Wide World Of Passive Real Estate Investing

241

01. How the Wealthy Invest & the Alternative Investment Continuum