Episodes
184. The future of this podcast
An update on what's coming up in 2025. How to invest in the Trump economy (webinar): https://streamyard.com/watch/vgmee4YE2rAU Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://...
183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth?
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 revocab...
182. What Are Today’s Best Opportunities in Multifamily Real Estate and Private Credit?
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...
181. Building Wealth and Reducing Tax Burdens feat. Brett Swarts
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 stra...
180. Making Homeownership Affordable feat. Frank Rohde
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 Pri...
179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere
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 s...
178. How to Invest Like an American Dynasty: The Hilton Family Empire feat. Mark Miller
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 ...
177. Why You Should Self-Insure Your Business feat. Van Carlson
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. Th...
176. Democratizing Access to Flying Private Jets feat. Paul Svensen
Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Paul Svensen, CEO and Founder of Uber Jets, a platform designed to democratize private aviation access, explains how U...
175. 2024 Financial Freedom Hacks feat. Joey Mure
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 financi...
174. Top Trends to Watch in Industrial Real Estate | Top of Mind
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-...
173. Bringing Transparency to Private Investing feat. Pat Zingarella
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 ...
172. Industrial Real Estate Masterclass feat. Brent Peterson | How To Find the Best Industrial Real Estate Investments
Investor, get notified first when our industrial deal launches: https://share.hsforms.com/1sXRsqYRwStSiZ3AqSSvk_Adir9h This is not a commitment, just a way to give you exclusivity once we launch. This episode is a masterclass...
171. How to Build Lasting Wealth With Real Estate feat. Kathy Fettke
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...
170. Passive Investor Tips After 50+ LP Investments feat. Travis Watts
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...
169. Avoiding Rookie Investing Mistakes feat. Steve Suh
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 comm...
168. Inside Look: 2024 Family Office Investments feat. Angelo Robles
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-rewar...
167. Multifamily: Apocalypse or Opportunity? feat. Neal Bawa
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...
166. Opportunities in Venture Debt feat. Jeremy Hill
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 ...
165. Buy Then Build: WSJ Bestselling Author on Buying Businesses
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 busine...
164. Top 5 Episodes of the First Half of 2024
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. Priv...
163. WSJ’s Most Accurate Economist feat. Dr. Belinda Román
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/bobf...
162. Trust Your Gut? The Science of Intuition feat. Sunil Godse
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 practi...
161. Building Wealth Through Business Acquisitions feat. Nick McLean
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://...