

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

Apr 8, 2025 • 1min
Invest Like a Billionaire is back!
Your favorite podcast about winning the alternative investing game is back, with a new focus. Every episode we’ll be taking you inside the portfolios of everyday millionaires to learn how they have built their successful portfolios. We’ll keep you up-to-date on the economics that matter to you, investable megatrends opportunities we’re watching closely. Make sure you’re subscribed so you don’t miss an opportunity to hear how you can be growing your wealth outside of the stock market today. Find out more at https://www.thebillionairepodcast.com/Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Dec 6, 2024 • 5min
184. The future of this podcast
An update on what's coming up in 2025.
How to invest in the Trump economy (webinar): https://streamyard.com/watch/vgmee4YE2rAU
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/

Nov 14, 2024 • 38min
183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth?
Mark Kohler and Ben Fraser discuss tax strategies, asset protection, and the political landscape's impact on small businesses. They also touch on efficient business structures like the S corporation, the importance of revocable living trusts in estate planning, and the power of Roth IRAs for building tax-free wealth. Mark is the founder and board member at Direct IRA and Senior Partner at KKOS Lawyers.
This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Mark Kohler https://www.linkedin.com/in/markjkohler/

Nov 7, 2024 • 37min
182. What Are Today’s Best Opportunities in Multifamily Real Estate and Private Credit?
Steven Pesavento, Principal at Von Finch Capital, shares his journey in real estate, emphasizing mindset, financial strategy, and self-investment. We explore current market opportunities in multifamily real estate and private credit amidst economic shifts.
This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Steven Pesavento https://www.linkedin.com/in/stevenpesavento/

Oct 24, 2024 • 35min
181. Building Wealth and Reducing Tax Burdens feat. Brett Swarts
This conversation with Brett Swarts explores the numerous benefits of DSTs, their role in deferring capital gains taxes beyond real estate transactions, and practical examples of people who have successfully applied this strategy.
This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Brett Swarts https://www.linkedin.com/in/brett-swarts/

Oct 10, 2024 • 36min
180. Making Homeownership Affordable feat. Frank Rohde
We discuss how Ownify's model allows first-time buyers to gradually purchase homes through fractional ownership, bypassing traditional mortgage hurdles.
This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Frank Rohde https://www.linkedin.com/in/frankrohde/

Oct 3, 2024 • 44min
179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere
Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental 'loophole,' highlighting strategies for both active and passive investors to optimize tax efficiency.
This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Mark Miller https://www.linkedin.com/in/ryancarriere/

Sep 26, 2024 • 38min
178. How to Invest Like an American Dynasty: The Hilton Family Empire feat. Mark Miller
Mark Miller, President and CEO of Hilton Tax and Wealth Advisors, shares insights on the wealth management strategies employed by the ultra-wealthy, including the famous Hilton family. He explains how these strategies can be now adopted by average investors.
This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Mark Miller https://www.linkedin.com/in/markmiller-hiltonfo/

Sep 19, 2024 • 39min
177. Why You Should Self-Insure Your Business feat. Van Carlson
We discuss why you should strongly consider self-insuring your business by leveraging the often-overlooked 831(b) tax code. Van Carlson, a risk management expert with 30 years of experience and Founder of SRA 831(b) Admin.
This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Van Carlson https://www.linkedin.com/in/vancarlson/

Sep 12, 2024 • 29min
176. Democratizing Access to Flying Private Jets feat. Paul Svensen
Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Paul Svensen, CEO and Founder of UberJets, a platform designed to democratize private aviation access, explains how Uber Jets leverages advanced technology and empty-leg flights to offer a pay-as-you-fly model. This approach makes private jets more accessible to a wider audience. Paul discusses the business model, the benefits for aircraft owners, and how the platform is challenging traditional fractional ownership models.
This podcast is sponsored by Aspen Funds, focusing on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/
Explore our latest investment opportunity in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/
Get our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/