Invest Like a Billionaire

It’s that time of year again, when we get calls from high earners with W2 jobs asking: how can I save on my taxes this year? In this episode, Ben, Bob and Ellis lay out all the legal loopholes to safeguard taxes. And even better, many of these options can help you make money year round. Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. And find out more about the podcast at https://www.thebillionairepodcast.com/

Gold has been in the news lately as its price breaks record after record. So should we jump on the bandwagon? Or are we heading for a crash?Bob and Ben join Ellis to discuss how this moment is making even Gold naysayers rethink the commodity. And they share what other assets they have their eyes on during this moment of economic insecurity. We answer the questions “should i hold gold in my portfolio?" “Is it a useful indicator for future inflation?Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/

Discover how to replicate billionaire investing strategies with just one million dollars. Learn the importance of portfolio allocation and avoiding rookie mistakes. Explore why billionaires often favor private alternatives over traditional investments. Delve into risk management and the significance of understanding your investments. Get insights on creating a diversified portfolio, including a sample allocation of cash, public equities, and private real estate. Plus, find out how to access private deals and focus on downside protection.

Oil and gas are back in the headlines. What does that mean for investors?In this episode, Bob and Ben join Ellis to unpack the latest reports from OPEC and the IEA, what they signal for fossil fuel investing, and how energy fits into a diversified portfolio. They also look at new data on investor sentiment regarding industrial and multifamily real estate. All of it points to where the smartest opportunities may be for investors today.Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/

Jim Dew, Founder of Dew Wealth Management,  joins Ben Fraser and Jim Maffuccio, to dive into the concepts of building a Virtual Family Office. After spending years studying the ultra-wealthy, Jim Dew realized Family Offices generally had staff, resources and strategies built around preserving and growing their family’s wealth. Jim decided to replicate their approach, but make it more accessible for the entrepreneur. Tune into today’s show to hear about Jim’s story and how he’s built his unique wealth management approach.Dew Wealth Management ⁠https://www.dewwealth.com/⁠Connect with Jim Dew on LinkedIn ⁠https://www.linkedin.com/in/jim-dew-0ab03a5/⁠Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/

The Fed just cut rates for the first time this year. What does that mean for your investments?In this episode, Ellis Hammond and Bob Fraser unpack how this move could shape the next cycle for real estate investors, what history suggests about market reactions, and why inflation may play a bigger role in the national debt discussion than most investors realize.PURCHASE the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/

Tax strategists Amanda Han and Matt MacFarland from Keystone CPA share their expertise on ways to maximize gains while minimizing tax burdens for passive investors. They delve into the nuances of K-1 forms and the benefits of real estate professional status. Discover the 'lazy 1031' method and how strategic planning around sales can optimize returns. They also explore the short-term rental loophole and the importance of depreciation, revealing common pitfalls investors should avoid.

In this engaging discussion, Lane Kipp, who leads the nonprofit All Access, reveals how analytics can redefine charitable giving. He delves into the importance of donor transparency and offers insights on assessing nonprofit funding structures effectively. Kipp also shares innovative approaches for flexible donations and plans for expanding into critical areas like education and human trafficking. Listeners are encouraged to adopt a data-driven mindset to maximize their impact, fostering a more meaningful connection to their philanthropic efforts.

Jim Maffuccio, a member of the Aspen leadership team, dives into the shocking tale of a $1 billion ATM Ponzi scheme that ensnared many unsuspecting investors. He shares how Aspen dodged this financial bullet and stresses the importance of due diligence. The discussion highlights key warning signs to watch for in investment opportunities, emphasizing the need for skepticism and discernment. Maffuccio also advocates for focusing on tangible assets, underscoring why clear understanding is essential to ensure smarter investment choices.

What number is “enough” to you? The legendary John Maxwell joins Bob Fraser in a rare interview about how John thinks about building wealth and sowing values into young people. He tells us about his theory of picking a number to know when you’ve met your own needs. What do you think of this idea? Listeners on Spotify or Youtube – share a comment, or even tell us what your number is. And are you there yet?PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/