Cele mai bune Grow Wealth podcast-uri (2024)

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183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth? 38:21

14d ago38:21

38:21

Mark Kohler and Ben Fraser discuss tax strategies, asset protection, and the political landscape's impact on small businesses. They also touch on efficient business structures like the S corporation, the importance of revocable living trusts in estate planning, and the power of Roth IRAs for building tax-free wealth. Mark is the founder and board m…

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Episode 131: Escaping the Hedonic Treadmill 15:47

1d ago15:47

15:47

Hedonic adaptation is the tendency to return to a relatively stable level of happiness. Good things happen and we may be happy but over time, we return to our baseline of happiness. Bad things happen and we may be upset, sad, or angry but over time, we return to our baseline of happiness. If that’s the case, are we stuck where we are? In this episo…

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Episode 130: The Power of Saying No and Making a Decision 10:36

8d ago10:36

10:36

Many people have a hard time saying no and this can affect multiple areas of life related to and not related to money. In this episode, I talk about reasons we may not be saying no as often as we should and how to get more comfortable saying no. Please subscribe and leave a review on your favorite Podcasting platform. If you want to start your path…

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Episode 129: Investing in Individual Real Estate Syndications vs Real Estate Funds 13:32

15d ago13:32

13:32

Many people are interested in investing in real estate but don’t want the hassle or headaches of being a landlord. This week’s episode talks about how accredited investors can invest passively in real estate syndications or real estate funds. It explains what a real estate syndication represents and compares investing in individual real estate synd…

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182. What Are Today’s Best Opportunities in Multifamily Real Estate and Private Credit? 36:35

21d ago36:35

36:35

Steven Pesavento, Principal at Von Finch Capital, shares his journey in real estate, emphasizing mindset, financial strategy, and self-investment. We explore current market opportunities in multifamily real estate and private credit amidst economic shifts. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industri…

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Episode 128: Keeping Your Investing Simple: The One Fund or Three Fund Portfolio 20:55

22d ago20:55

20:55

I know everyone does love learning about finances and investing. Some people just want to know what they should invest in. In this episode, I talk about mutual funds that are one stop shopping where a single fun could meet your investment goal as well as putting together a diversified portfolio with three or four different funds. Recommended funds …

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Episode 127: Mindful Spending: Rethinking Needs, Wants, and Money Choices 16:18

29d ago16:18

16:18

When it comes to planning our spending, we often what we need, what we want, and what we can afford. Sometimes, we conflate things we want as things we need but when we step back, we realize a lot of things we feel we need are really things we want. Then there are things we want that we may say we can’t afford. Paula Pant is known for saying “You c…

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181. Building Wealth and Reducing Tax Burdens feat. Brett Swarts 34:38

1M ago34:38

34:38

This conversation with Brett Swarts explores the numerous benefits of DSTs, their role in deferring capital gains taxes beyond real estate transactions, and practical examples of people who have successfully applied this strategy. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil an…

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Episode 126: A Closer Look at the 403b 20:31

1M ago20:31

20:31

I have often thought of the 403b as being the non-profit version of the 401K but through recent events, I’ve learned some differences that may affect those working at non-profits. This may be especially true if your spouse is a teacher or works for a school system. I found https://403bwise.org/ to be a helpful website. They rate different 403b prov…

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Episode 125: The Gender Pay Gap 17:21

1M ago17:21

17:21

In 2022, women in the United States earn 82 cents for every dollar men earn. This has been called the Gener Wage Gap or the Gender Pay Gap. This gap appears to be potentially higher for women physicians, and persists even after controlling for age, experience, specialty and other factors. Over a simulated 40 year career, women physician are estimat…

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180. Making Homeownership Affordable feat. Frank Rohde 36:09

2M ago36:09

36:09

We discuss how Ownify's model allows first-time buyers to gradually purchase homes through fractional ownership, bypassing traditional mortgage hurdles. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real…

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Episode 124: Your Second Job: Taking Ownership of Your Financial Future 19:30

2M ago19:30

19:30

This week’s episode comes from a talk I gave at the Women in Ophthalmology Conference. I was given the choice to speak on any financial topic as part of a financial wellness panel but with a very limited time of 8 minutes. I thought really hard about what would be the most important message I could deliver in 8 minutes and when it came down to it, …

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179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere 43:40

2M ago43:40

43:40

Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental 'loophole,' highlighting strategies for both active and passive investors to optimize tax efficiency. This podcast is sponsored by Aspen Funds. Alterna…

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Episode 123: Financial Freedom through Entrepreneurship with Dr. Una 18:46

2M ago18:46

18:46

Dr. Nneka Unachukwu is the founder of EntreMD, a company on a mission to help 100,000 physicians build profitable 7 and 7+ figure businesses so they have the freedom to live life and practice medicine on their terms. She does this through the EntreMD Business School, the only school of its kind for physician entrepreneurs, the EntreMD podcast, a to…

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178. How to Invest Like an American Dynasty: The Hilton Family Empire feat. Mark Miller 38:06

2M ago38:06

38:06

Mark Miller, President and CEO of Hilton Tax and Wealth Advisors, shares insights on the wealth management strategies employed by the ultra-wealthy, including the famous Hilton family. He explains how these strategies can be now adopted by average investors. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Indust…

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Episode 122: Withdrawal Methods For Retirement Beyond the 4% Rule 18:43

2M ago18:43

18:43

The 4% rule is probably the most talked about method when it comes to how to plan to withdraw from your retirement portfolio. However, when it comes to actually withdrawing from your retirement portfolio, there are a lot more options, and nuances. If you're not near retirement, why learn about these different methods now? Using different methods ca…

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177. Why You Should Self-Insure Your Business feat. Van Carlson 39:22

2M ago39:22

39:22

We discuss why you should strongly consider self-insuring your business by leveraging the often-overlooked 831(b) tax code. Van Carlson, a risk management expert with 30 years of experience and Founder of SRA 831(b) Admin. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: h…

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Episode 121: Testing Your Retirement Portfolio with Monte Carlo Simulations 18:09

2M ago18:09

18:09

No one wants their retirement portfolio to run out of money before they die. Many retirement calculators use static assumptions, like a constant growth rate or inflation rate. The stock market may have average returns of around 10% per year but in any given year, it’s rarely a 10% return. Some years it can be up 18% and other years down 10% or anyw…

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176. Democratizing Access to Flying Private Jets feat. Paul Svensen 28:33

3M ago28:33

28:33

Schedule a call with us: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠ Paul Svensen, CEO and Founder of UberJets, a platform designed to democratize private aviation access, explains how Uber Jets leverages advanced technology and empty-leg flights to offer a pay-as-you-fly model. This approach makes private jets…

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Episode 120: Free Online Retirement Calculators 20:32

3M ago20:32

20:32

The goal of retirement calculators is to help you answer three questions: 1. How much do I need to save and invest for retirement? 2. How much money do I need in my retirement portfolio to retire? 3. How much can I realistically expect to spend once I am retired? In this episode, I review the following free retirement calculators available online. …

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175. 2024 Financial Freedom Hacks feat. Joey Mure 33:59

3M ago33:59

33:59

Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Joey Mure, Co-Founder of Wealth Without Wall Street, discusses his journey from the corporate world to achieving financial freedom through passive income. He shares insights on the limitations of traditional investment strategies like 401(k)s an…

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Episode 119: The 4% Rule and How 4% Became the Safe Withdrawal Rate for Retirement 22:56

3M ago22:56

22:56

You may have heard that your retirement portfolio should be 25 times your spending or your income for you to retire. This is actually derived from The 4% Rule, which is the commonly held belief that you an safely withdrawal 4% from your retirement portfolio invested in stock and bonds and not run out of money before you die. In this episode, I look…

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174. Top Trends to Watch in Industrial Real Estate | Top of Mind 17:06

3M ago17:06

17:06

We have a new Industrial deal: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Schedule a call with us: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠ Bob and Ben present compelling data from Newmark Zimmer showing significant increases in construction and job announcements…

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Episode 118: Retirement is Not an Endless Vacation 11:51

3M ago11:51

11:51

Summer vacation is coming to an end. While physicians don’t get summer vacation like students and teacher do, we may think that vacation will come when we retire. While the first few months, or even years, or retirement might feel somewhat like vacation, retirement is not an endless vacation. In this episode, I talk about Ty Bernicke, a Certified F…

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173. Bringing Transparency to Private Investing feat. Pat Zingarella 37:17

3M ago37:17

37:17

Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Pat Zingarella, a former corporate tech business consultant and startup advisor and Founder of Invest Clearly, recounts his transition from corporate America to entrepreneurship, inspired by his own investment challenges. He discusses the key fe…

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Episode 117: Investing vs Paying Down Debt 20:13

3M ago20:13

20:13

This episode is really targeting to those physicians who have recently finished training but will be helpful to anyone who is debating between deciding to pay down debt versus investing. There are multiple factors when it comes to figuring out the best place to put your money. When looking at whether to pay down debt, things to consider include the…

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172. Industrial Real Estate Masterclass feat. Brent Peterson | How To Find the Best Industrial Real Estate Investments 47:29

4M ago47:29

47:29

Investor, get notified first when our industrial deal launches: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h This is not a commitment, just a way to give you exclusivity once we launch. This episode is a masterclass on industrial real estate with Ben Fraser, CIO of Aspen Funds and Brent Peterson, Partner at NAI Heartland. We discuss how t…

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Episode 116: Qualified vs Non-Qualified Dividends and How They Are Taxed 12:57

4M ago12:57

12:57

Qualified dividends are taxed at a lower rate, similar to capital gains tax whereas non-qualified dividends are taxed at the ordinary income tax rate. This episode goes into detail what makes a dividend considered qualified to help you make choices to lower how much you ultimately pay in taxes. Please subscribe and leave a review on your favorite P…

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171. How to Build Lasting Wealth With Real Estate feat. Kathy Fettke 37:21

4M ago37:21

37:21

Kathy Fettke, a renowned real estate investment expert and co-founder of the Real Wealth Network, shares her inspiring journey from being a housewife to becoming a successful investor. She highlights the crucial role of asset ownership, macroeconomic trends, the housing market, and the Federal Reserve's interest rate policies. Explore our latest in…

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Episode 115: Capital Gain Taxes 13:48

4M ago13:48

13:48

Whenever there is money to be made, Uncle Sam wants his cut. Part of building wealth is learning the rules to legally decrease what you pay to Uncle Sam. In this episode, I talk about Capital Gains Tax, which is the tax on any profit from selling an asset. By holding on to an asset for over a year (366 days), the profit from the sale of the asset i…

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170. Passive Investor Tips After 50+ LP Investments feat. Travis Watts 34:17

4M ago34:17

34:17

Travis Watts, an experienced full-time passive investor and the Director of Investor Development at Ashcroft Capital, discusses his path from single-family investments to syndications. With over 50 deals since 2015, he shares his expertise and key insights from his new book 'Passive Investor Tips'. Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠https:…

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Episode 114: How much can you really save by adjusting your thermostat? 11:36

4M ago11:36

11:36

With climate change, there have been more heat waves. This lead me to thinking about our use of air conditioning and the cost associated with it. In this episode, I talk about how much energy and money is saved by setting the thermostat to a warmer temperature in the summer and cooler temperature in the winter. This could be done all the time, or o…

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169. Avoiding Rookie Investing Mistakes feat. Steve Suh 35:55

4M ago35:55

35:55

With 15 years of experience in private syndications, Steve Suh, Founding Member of Left Field Investors, reveals lessons in his book, "Avoiding Rookie Errors as a Left Field Investor." He highlights the value of operator communication, thorough due diligence, and investing in reliable asset classes, providing essential tips for all investors. Conne…

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Episode 113: Transitioning from Guaranteed Salary to Compensation Based on Productivity 17:06

4M ago17:06

17:06

Depending on your job situation, there’s a good chance that at some point, you may switch from a guaranteed salary to being paid based on your productivity. The productivity may be based on Revenue Value Units/RVUs or collections. Many people, and probably more so trainees looking at their first position post medical training, focus on the salary o…

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168. Inside Look: 2024 Family Office Investments feat. Angelo Robles 53:49

4M ago53:49

53:49

Angelo Robles, the Founder & CEO of SFO Continuity, shares insights on the mindsets, investment strategies, and alternative investments favored by the ultra-wealthy and family offices. We also discuss the potential high-reward opportunities that billionaires are excited about in 2024. Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠https://www.linkedin.c…

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Episode 112: The Journey to Financial Independence 17:45

4M ago17:45

17:45

Many people tend to think of Financial Independence as a static goal, achieving some magical number in net worth or passive income that means you don’t have to work for money anymore. However, many people will push the goal post once they achieve their number, feeling like they need more. I see financial independence more as a journey with differen…

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167. Multifamily: Apocalypse or Opportunity? feat. Neal Bawa 46:24

5M ago46:24

46:24

Neal Bawa, CEO & Founder of UGro and Grocapitus, explores the latest market trends, the repercussions of recent economic changes, and the future landscape and opportunities of multifamily investing. Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠ Connect with Neal Bawa on LinkedIn https://www.linkedin.com/in/ne…

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Episode 111: Changes In Realtor Commissions with Samantha Chin 27:28

5M ago27:28

27:28

You may have heard that the National Association of Relators was sued by a group of homeowners earlier this year and the outcome of the lawsuit was a settlement included a changes to relator compensation. Traditionally, when you sell a piece of property through a relator, the seller pays both the seller’s agent and the buyer’s agent anywhere betwee…

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Episode 110: Are Physician Medical Surveys a Potential Additional Income Stream? 22:43

5M ago22:43

22:43

In the quest to build multiple income streams, is doing physician surveys something to consider? In this episode, I discuss my own experience with medical surveys as well as the experience of Dr. Rikki Racela, who wrote a blog article entitled “How I made $30,000 Taking Doctor Surveys” (You can read the blog article for yourself at https://www.whit…

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166. Opportunities in Venture Debt feat. Jeremy Hill 40:04

5M ago40:04

40:04

Jeremy Hill, Founder and Managing Partner of JB Capital, shares his journey in the alternative investment space, focusing on private credit and corporate credit. This conversation with Ben Fraser covers the broader landscape of private credit, the shift from banks to private funding, and the growing opportunities in real estate and corporate lendin…

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Episode 109: A Look into the US Social Security Program 21:46

5M ago21:46

21:46

What do you actually know about the Social Security Program and what kind of benefits you may possibly receive from Social Security? If you are like me, not all that much. You may know that you pay taxes to Social Security and may think it’s unlikely you’ll get much payout or all those taxes that you have paid over your entire working life. I spent…

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165. Buy Then Build: WSJ Bestselling Author on Buying Businesses 50:16

5M ago50:16

50:16

Walker Deibel, Founder of Acquisition Lab and Wall Street Journal bestselling author of 'Buy Then Build', joins to discuss the world of entrepreneurship through acquisition, sharing insights on buying and growing small businesses. Discover his mastermind coaching program, Acquisition Lab, designed to help budding entrepreneurs succeed. Connect with…

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Episode 108: Check Your Contract for Three Items When You Start Thinking of Changing Jobs 17:45

5M ago17:45

17:45

Employment contracts layout the terms of employment and generally layout the terms for what can cause termination of employment as well as any consequences that result from termination of employment. If you are considering leaving your current job for another job, then you will want to find your current employment contract and review what you previ…

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164. Top 5 Episodes of the First Half of 2024 30:19

6M ago30:19

30:19

Welcome to this recap of our top 5 episodes of the first half of the year. Watch the full episodes below. 1. Replicating Hedge Funds Using Machine Learning feat. Bob Elliott https://www.youtube.com/watch?v=U26-EZnV_7M 2. Private Credit Masterclass - Part 1 feat. Anton Mattli: https://www.youtube.com/watch?v=eRDGuxR76-Y 3. The Billion Dollar Mind fe…

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Episode 107: High-Cost Medications and the Co-Pay Accumulator Policy with Dr. Celine Lee 44:19

6M ago44:19

44:19

If you, any of your family members, friends, or patients are taking a very expensive medication for which a coupon card or program is being used for assistance to pay for the medication, you will want to tune in to learn about the Co-Pay Accumulator Policy. Dr. Celine Lee, a rheumatologist practicing in the state of Utah, explains what the Co-Pay A…

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163. WSJ’s Most Accurate Economist feat. Dr. Belinda Román 35:51

6M ago35:51

35:51

Dr. Belinda Román, St. Mary's University associate professor, joins to discuss what led to her optimistic forecasts in 2023 and her outlook for 2024 & 2025. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfraser10/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Belinda Roman on LinkedIn h…

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Episode 106: Be the Bank: Investing Through Private Lending and Lending Funds 22:05

6M ago22:05

22:05

Private lending offers possible stock like returns over a short term time horizon while being uncorrelated with the activity of the stock market. There is thought to be a higher level of risk compared to investments like CDs or government bonds, but these investments can be backed by hard assets like real estate, and thus lowering the risk. Sound i…

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162. Trust Your Gut? The Science of Intuition feat. Sunil Godse 49:30

6M ago49:30

49:30

Can intuition make you a better investor? Hosted by Ben Fraser, guest Sunil Godse reveals how experiential, relational, situational, and creative intuition shape smart decisions and prevent costly mistakes. Tune in for practical insights on intuitive investing. Connect with Ben Fraser on LinkedIn ⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠ Connec…

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Episode 105: Gift Tax and How to Gift More Than the Annual Exclusion Limit 10:38

6M ago10:38

10:38

You may know that there is a limit to monetary gifts you can give to anyone other than your spouse in a calendar year, currently $18,000 in 2024. While $18,000 in gifts is a generous some, what if you want to give more? This often happens with people who want to help their adult children, whether it’s to help them buy a home, chip in for a wedding,…

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161. Building Wealth Through Business Acquisitions feat. Nick McLean 43:19

6M ago43:19

43:19

In this episode we discuss strategies for buying and growing businesses, how to choose the best sell-side advisors, and actionable insights for all business owners and investors. Connect with Ben Fraser on LinkedIn ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠ Connect with Nick McLean on LinkedIn https://www.linkedin.com/in/nickmcleanfpi/ Invest Like…

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