On this episode of Next Level CRE, Matt Faircloth interviews Ben Fraser, Chief Investment Officer at Aspen Funds and co-host of the Invest Like a Billionaire podcast. They explore how billionaires think differently than millionaires—focusing on growing balance sheets through private market investments rather than just income. Ben explains the dangers of income creep, critiques the limitations of traditional financial planning, and advocates for strategic investing outside Wall Street. They also discuss reshoring trends driving industrial growth, the shifting meaning of retirement in a world of longer lifespans and AI, and what true financial freedom looks like.

Ben Fraser

Current Role: Chief Investment Officer, Aspen Funds
Based in: Kansas City, MO
Say hi to them at:
- https://thebillionairebook.org – Pre-order his upcoming book Invest Like a Billionaire
- https://www.thebillionairepodcast.com – Listen to his podcast
- LinkedIn: linkedin.com/in/benwfraser

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