Invest Like a Billionaire

Join co-hosts Jim Maffuccio and Ben Fraser, along with special guest Jim Dew, Founder of Dew Wealth Management, as they 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/ Connect with Jim Maffuccio on LinkedIn ⁠⁠⁠⁠https://www.linkedin.com/in/james-maffuccio-77440813/ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠  Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe

Join co-hosts Bob Fraser and Ben Fraser in this informative episode of the Oil & Gas Masterclass as they dive into the world of oil & gas investments. In Part 2 of this captivating series, they are joined by a special guest, Jeff Mohajir, President and Chief Executive Officer of Mohajir Energy Advisors, a renowned expert in the field. They dive further into the intricacies of evaluating oil and gas investments, why it makes sense now to invest in this asset class, the keys to doing due diligence on these investments, and where he is finding the biggest opportunities right now. Learn more about Mohajir Energy Advisors ⁠⁠⁠⁠⁠⁠⁠⁠https://mohajir.com/⁠ Connect with Bob Fraser on LinkedIn ⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠  Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe

Join co-hosts Bob Fraser and Ben Fraser in this informative episode of the Oil & Gas Masterclass as they dive into the world of oil & gas investments. In Part 1 of this captivating series, they are joined by a special guest, Jeff Mohajir, President and Chief Executive Officer of Mohajir Energy Advisors, a renowned expert in the field. Together, they explore the intricacies of evaluating oil and gas investments, why it makes sense now to invest in this asset class, the keys to doing due diligence on these investments, and where he is finding the biggest opportunities right now. Learn more about Mohajir Energy Advisors ⁠⁠⁠⁠⁠https://mohajir.com/ Connect with Bob Fraser on LinkedIn ⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠ Connect with Ben Fraser on LinkedIn ⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠  Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠https://www.thebillionairepodcast.com/subscribe

In this episode, co-hosts Bob Fraser and Ben Fraser bring on guest, Brian Adams, the Founder of Excelsior Capital. Brian shares his contrarian opinions and thesis on asset classes including traditional office, medical office, and flex industrial. Additionally, drawing from his firsthand experiences, Brian shares his observations from being exposed to his wife's family office and how it influenced his understanding of wealth creation. The interview is packed with hidden gems and secrets of growing your net worth that you won't want to miss. Let's dive right into this captivating discussion! Connect with Brian Adams on LinkedIn ⁠⁠⁠⁠⁠https://www.linkedin.com/in/brian-c-adams/⁠ Connect with Bob Fraser on LinkedIn ⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠ Connect with Ben Fraser on LinkedIn ⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠  Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠https://www.thebillionairepodcast.com/subscribe

In this episode of the Invest Like a Billionaire podcast, co-hosts Bob Fraser and Ben Fraser delve into the recent headlines about a large apartment syndication foreclosure. Bob and Ben analyze the story and share their insights on what went wrong and discuss some of the red flags. Additionally, they explore whether this is an isolated event or a broader issue in the real estate market. Lastly, they discuss how to evaluate capital calls and whether or not to participate. With lots of practical analysis and thoughts, you don’t want to miss this episode. Connect with Bob Fraser on LinkedIn ⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠ Connect with Ben Fraser on LinkedIn ⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠  Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠https://www.thebillionairepodcast.com/subscribe

Join hosts Bob Fraser and Ben Fraser as they explore the dynamics and significance of gold as an investment, and specifically as a hedge against inflation. Many pundits argue gold is the ultimate hedge against loose monetary policy. In this episode, Bob and Ben look at the historical relationship between gold and inflation and the role of gold in an investment portfolio. Connect with Bob Fraser on LinkedIn ⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠ Connect with Ben Fraser on LinkedIn ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠https://aspenfunds.us/report⁠⁠  Join the Investor Club to get early access to exclusive deals. ⁠⁠https://www.aspenfunds.us/investorclub⁠⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠https://www.thebillionairepodcast.com/subscribe

In this episode of the Invest Like A Billionaire, host Ben Fraser welcomes Nelson Chu, the Founder and CEO of Percent, to share his insights into the unique world of private credit. Nelson delves into the current state of credit markets, exploring the implications of potential down cycles and credit tightening. Listeners can expect to gain valuable insights into asset-based lending and the advantages of private credit. Join us for this episode as we gain valuable insights into private credit. Connect with Nelson Chu on LinkedIn ⁠⁠https://www.linkedin.com/in/nelson-chu/ Connect with Ben Fraser on LinkedIn ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠https://aspenfunds.us/report⁠⁠  Join the Investor Club to get early access to exclusive deals. ⁠⁠https://www.aspenfunds.us/investorclub⁠⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠https://www.thebillionairepodcast.com/subscribe

Join co-hosts Bob Fraser and Ben Fraser as they delve into an insightful discussion on "The Fate of the US Dollar," a thought-provoking episode that explores the current state and potential future of the United States' currency. Drawing on their expertise in economics and finance, they analyze the factors influencing the US dollar's position in the global economy and shed light on its potential implications. Download Bob's slides - https://aspenfunds.us/wp-content/uploads/2023/05/The-Fate-of-the-US-Dollar.pdf Connect with Bob Fraser on LinkedIn ⁠https://www.linkedin.com/in/bob-fraser-22469312/⁠ Connect with Ben Fraser on LinkedIn ⁠https://www.linkedin.com/in/benwfraser/⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠https://aspenfunds.us/report⁠  Join the Investor Club to get early access to exclusive deals. ⁠https://www.aspenfunds.us/investorclub⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠https://www.thebillionairepodcast.com/subscribe

In this episode, co-hosts Bob Fraser and Ben Fraser are joined by tax planning expert Steve Moskowitz, founding partner of Moskowitz LLP, covering the basics of tax planning, including what it is, why you need it, and how to get started. Steve provides valuable insights and practical advice to help you navigate the ever-changing tax landscape. He also provides practical tips and strategies to help you minimize your tax liability and keep more of your money. Whether you're a small business owner, high-net-worth individual, or anyone looking to reduce your tax burden and keep more of your hard-earned money, this podcast is for you. Tune in and take control of your finances today. Connect with Steve Moskowitz on LinkedIn ⁠https://www.linkedin.com/in/stephenmoskowitz/ Connect with Bob Fraser on LinkedIn ⁠https://www.linkedin.com/in/bob-fraser-22469312/⁠ Connect with Ben Fraser on LinkedIn ⁠https://www.linkedin.com/in/benwfraser/⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠https://aspenfunds.us/report⁠  Join the Investor Club to get early access to exclusive deals. ⁠https://www.aspenfunds.us/investorclub⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠https://www.thebillionairepodcast.com/subscribe

In this episode, co-hosts Bob Fraser and Ben Fraser sit down with Joey Mure, partner and co-founder of Wealth Without Wall Street, to discuss investing strategies beyond Wall Street. Joey shares his insights on how investors can break away from the traditional investments offered by Wall Street and explore alternative assets. Joey discuss practical tips for identifying the right investment opportunities, managing risks, and determining your Investor DNA. Whether you're a seasoned investor or just getting started, this podcast will help you think outside the box and discover new investment opportunities beyond Wall Street. Connect with Joey Mure on LinkedIn https://www.linkedin.com/in/joey-mure-b376824/ Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at https://aspenfunds.us/report  Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub  Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe