Ben Miller, Co-founder and CEO of Fundrise, shares insights into operating open-ended venture capital funds. He discusses what happens when a private company goes public and its impact on funds. Miller emphasizes the importance of relationship-building with companies and the hustle required in identifying promising investments. He also explains strategies for managing liquidity and risk, highlighting how Fundrise provides investors access to private tech ventures. Lastly, he touches on adapting investment strategies to market fluctuations and the economic outlook for 2025.

In this discussion, Ben Miller, co-founder and CEO of Fundrise, provides a positive outlook on commercial real estate for 2025 despite current challenges. He emphasizes the importance of diversifying investments into real estate, merging stability with growth potential. The conversation delves into market dynamics, revealing the rental market's resilience amid shifts like remote work. Miller also highlights the impact of population trends and international demand on U.S. real estate, shedding light on how demographics and political policies shape investment opportunities.

Why settle for less in retirement? Discover how strategic financial planning and smart investments can lead to greater income during your golden years. The power of compounding plays a crucial role in maximizing your earnings. Plus, understand the tax implications of 401(k) and IRA withdrawals—it's more than just deferred income. This insightful discussion emphasizes the importance of disciplined saving and the potential for financial freedom in retirement.

Happy New Year everyone! I hope you’re enjoying the time off and doing some reflecting. I’ve returned to San Francisco after eight days of being in Oahu and am ready to relax some more! Here are some quick thoughts about what to expect in 2025 for the stock market, real estate market, and Financial Samurai.  Mentioned posts: 2025 Wall Street S&P 500 Forecasts Are All Bullish – Uh Oh! 2025 Housing Price Forecasts: Continued Strong Gains 2025 Goals And Resolutions: Back To Simple Retirement Living 2024 Year In Review: A Year Of Transition And Luck The Best Of Financial Samurai 2024: Favorite Posts And Popular Reads 30/30/3 Home Buying Rule To Follow Join 60,000+ other readers achieving financial sooner by subscribing to my free weekly newsletter here. 

Join high school principal John Durante, a college admissions expert and author of "Straight From The Admissions Office," as he shares essential insights into boosting college admission chances. He tackles college admissions myths and emphasizes a balanced application strategy. John discusses the nuances of early decision versus early action, the importance of a unique personal narrative, and smart financial planning for college. His firsthand knowledge from interviewing admissions officers offers valuable guidance for students and families navigating this crucial process.

Steve Chen, founder and CEO of Boldin, a DIY financial planning software, dives into the complex world of retirement planning. He addresses common concerns retirees face, particularly around healthcare and income management. The discussion highlights the significance of strategic asset allocation while tackling misconceptions about retirement wealth in America. Chen also shares insights on managing required minimum distributions and the tax implications associated with retirement savings, all while underscoring the importance of financial literacy and personalized strategies for wealth accumulation.

In this discussion with Bill Bengen, the creator of the 4% Rule for retirement planning, we uncover surprising insights into retirement strategies. Bill clarifies that the 4% Rule is more of a flexible guideline than a strict rule, allowing for personalized withdrawal rates. Contrary to popular belief, he reveals that many retirees have successfully withdrawn an average of 7% without depleting their portfolios. The conversation also touches on the emotional aspects of investing and the importance of finding purpose in retirement beyond just financial success.

A new Trump presidency could reshape your finances significantly. The discussion covers potential boosts in real estate and favorable policies that may stimulate tech and finance sectors. With expected interest rate cuts, there's optimism for a risk-on market. Strategies for navigating changing mortgage rates and investment diversification are emphasized. The conversation also touches on how Trump's policies might impact work motivation and personal finance journeys, highlighting the importance of aligning investments with personal goals.

Investing in alternative assets has become an increasingly popular way to diversify beyond traditional stocks and bonds. Wine and whiskey, in particular, are gaining traction due to their potential for strong returns, resilience during economic downturns, and rising demand. In this episode, I speak to Anthony Zhang, CEO and Founder of Vinovest, a platform that enables individuals to invest in fine wine and whiskey. We'll talk about why wine and whiskey have performed well and why they are a growing asset class.  I also talk to Anthony Zhang about bringing awareness to spinal cord injuries, after his own accident, and how we can help.  If you'd like to explore Vinovest's offerings, you can sign up here.  Related post: Sip, Savor, Profit: Investing In Fine Wine And Whiskey ****** If you enjoyed this episode, please rate, share, and review. Every podcast takes hours to produce. Your support means a lot! Finally, if you want to achieve financial freedom sooner, join 60,000+ readers and sign up for my free weekly newsletter. Everything I write is based off firsthand experience because money is too important to be left up to pontification.

Alice Chen, founder of BrightStory Admission Consulting, shares her journey as a daughter of immigrants who attended Stanford and transitioned from journalism to education consulting. She explores the rising trend of college admission consulting, emphasizing the balance between academic success and mental health. Alice dives into the challenges of educational choices, the roots of inequality in admissions, and the importance of personal values. She advocates for supporting children's emotional development while navigating their aspirations for prestigious colleges.