Invest Like a Billionaire

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/

Discover how billionaires think differently about debt and taxes. Learn about transitioning from an income-focused mindset to a balance sheet one for better wealth management. Explore the power of strategic debt in real estate to unlock financial independence. The discussion highlights how inflation can actually benefit property investments, making now a great time to jump into real estate. Gain insights into alternative assets and the education needed to shift your investment strategy for optimal growth.

Uncover the secrets your financial advisor might not share with you! The discussion highlights the knowledge gap in alternative investments that hinders effective financial guidance. Discover how in-house products can create conflicts of interest, making some advisors more like sales agents. Learn about the different roles of registered investment advisors versus broker-dealers and the implications for risk management. Finally, hear how advisors can adapt in a world of robo-advisors and rising demand for innovative financial strategies.