Invest Like a Billionaire
Aspen Funds
The insider’s guide to alternative investing. Each week, join Aspen Funds’ Bob and Ben Fraser to hear the latest insights from the world of alternative investing. We’ll give you an inside look at the portfolios of everyday millionaires who are making real returns and passive income through alternative investments in real estate, private equity, hedge funds, and more. And we’ll keep you up-to-date with market news, macroeconomics and investable megatrends so you can invest with confidence.
Find out more at https://www.thebillionairepodcast.com/ or join us at https://aspenfunds.us/
Find out more at https://www.thebillionairepodcast.com/ or join us at https://aspenfunds.us/
Episodes
Mentioned books
Sep 9, 2025 • 25min
Deals we didn’t Do: The $1B ATM Ponzi Scheme
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.
Sep 2, 2025 • 22min
How to know when enough is enough, a 1:1 with John Maxwell
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/
30 snips
Aug 26, 2025 • 22min
How Debt and Taxes Can Make You Rich
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.
14 snips
Aug 19, 2025 • 18min
What your financial advisor isn’t telling you
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.
Aug 12, 2025 • 16min
The Secret Killer of Wealth: Why volatility is destroying your portfolio
We’re back with another sneak peek into the Invest Like a Billionaire book! Bob and Ben join Ellis to share the secret killer of wealth – Volatility. They’ll walk you through the math around why volatility is the enemy of compounding wealth, and what you can do about it. PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/
Aug 5, 2025 • 23min
The 60:40 Portfolio is Dead… Here’s How to Invest like the Top 1%
The discussion begins with the demise of the outdated 60-40 portfolio strategy, revealing why it no longer meets the needs of ultra-wealthy investors. The hosts introduce the Yale Model, emphasizing alternative investments and uncorrelated assets. They dive into how regulatory changes are opening doors for both wealthy and retail investors to explore new opportunities. The conversation also focuses on the evolving landscape of wealth management and encourages listeners to take control of their financial futures with informed strategies.
Jul 30, 2025 • 1min
Our first book is here: Invest Like a Billionaire
Exciting news! A new book focused on wealth-building strategies is set to launch this fall. Join a free virtual celebration featuring prominent experts in real estate and finance. Attendees will gain valuable insights and exclusive bonuses just for showing up. Mark your calendars for August 8th and get ready to explore the secrets of investing like a billionaire!
6 snips
Jul 29, 2025 • 23min
How to build a Passive Alternative Portfolio: The Wealth Pyramid
Ellis Hammond, Vice President of Capital at Aspen Funds, joins Ben Fraser to discuss strategic investing using the wealth pyramid. They emphasize avoiding impulsive decisions and the value of a structured approach to building a passive alternative portfolio. The conversation delves into learning from investment challenges, particularly in volatile markets, and highlights the importance of balancing risk and growth. Listeners will gain insights into creating a solid foundation of lower-risk investments while navigating complexities of post-exit strategies.
Jul 22, 2025 • 27min
He 20x'd his net worth in 4 years
Bronson Hill, a full-time passive investor and author of 'Fire Yourself' and 'Rich Brain,' shares his inspiring journey from a corporate job to wealth-building. He dives into the concept of achieving both time and financial freedom through multifamily investments, highlighting the struggles faced by high-income earners. Bronson also discusses the value of gold as a stable investment, his experiences with market volatility in a failing Bitcoin mining fund, and the critical mindset shifts necessary for wealth creation.
Jul 15, 2025 • 27min
Financial Advisor turned Passive Investing Pioneer with Jim Pfeifer
Jim Pfeifer, a former financial advisor and the founder of Left Field Investors, transformed his career by diving into passive real estate investing. He discusses why traditional financial advisors often shy away from real estate. Jim shares insights on navigating syndication challenges, particularly in a fluctuating market, and emphasizes the importance of community for support and education. He also highlights the significance of balancing real estate with liquid investments and strategies for risk reduction through diversification.
