Episodes
Lessons from 25 years of investing success with David Shaw
David Shaw has 25 years of massively successful investing and entrepreneurship behind him – but he wishes he started even earlier. From a decade of W2 slogging, he ditched the pay cheque in favour of big swings, and it worked...
Headlines: Should I dump or double down on Oil & Gas?
The oil & gas price has softened, but does that mean you should dump your investments, or double down? Bob and Ben Fraser discuss the headlines and the concerns they are hearing from their investors. They share their own pers...
How HNW Family Offices’ are Investing in Alts with Kendall Laughlin
Kendall Laughlin is an investor himself, but his real passion is helping family offices set goals and reach them. He serves as a director for 10 family offices, ranging from 20-55 Million, and he shares how they think about s...
Headlines: Will tariffs lead to a recession?
In our first Headlines episode, Bob Fraser joins Ben to talk about the big question on many Aspen investors' minds: are we heading towards a recession? With tariff news and trade war threats dominating the news cycle, it’s ea...
When the exit doesn’t go as planned with Curt Stevenson
Curt Stevenson has had a hugely successful career in tech consulting and entrepreneurship, and has lived through the big ups and some big downs. Curt’s ready to settle into an early retirement, so he shares with Ben how he’s ...
The Real Estate Professional Life Hack with Jordan Linscombe
Jordan Linscombe is a bold entrepreneur and a careful investor. He and his wife Mindi have built up their bridal shop – Something New Boutique – over the past 18 years into something amazing. So much so, that Jordan has taken...
How small buys turned into 7 figures in passive income with Wes Hill
Wes Hill has been in the real estate game since he was young. And he didn’t start with a trust fund or a legacy – he built his 7-figure passive income portfolio through small steps, sacrifices and smart moves over many decad...
Moving across the world for the right investment with Francois Braine-Bonnaire
Francois Braine-Bonnaire knows how to jump on an opportunity. He moved across the world for the perfect investing moment, and it’s paid off. In this conversation, he shares his advice on when to go all in, when to walk away, ...
The Aspen Playbook – inside the Mind and Portfolio of Aspen Founder with Bob Fraser
A very special episode – Bob Fraser, co-founder of Aspen Funds (and father of Ben Fraser) is in the hot seat. Bob tells the story of how he has won it all, lost it all, and built it back up again. We go inside Bob’s portfolio...
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 port...
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
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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 revocab...
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...
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 stra...
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 Pri...
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 s...
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 ...
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. Th...
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 Uber Jets, a platform designed to democratize private aviation access, explains how U...
175. 2024 Financial Freedom Hacks feat. Joey Mure
Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Joey Mure, Co-Founder of Wealth Without Wall Street, discusses his journey from the corporate world to achieving financi...
174. Top Trends to Watch in Industrial Real Estate | Top of Mind
We have a new Industrial deal: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-...
173. Bringing Transparency to Private Investing feat. Pat Zingarella
Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Pat Zingarella, a former corporate tech business consultant and startup advisor and Founder of Invest Clearly, recounts ...
172. Industrial Real Estate Masterclass feat. Brent Peterson | How To Find the Best Industrial Real Estate Investments
Investor, get notified first when our industrial deal launches: https://share.hsforms.com/1sXRsqYRwStSiZ3AqSSvk_Adir9h This is not a commitment, just a way to give you exclusivity once we launch. This episode is a masterclass...
171. How to Build Lasting Wealth With Real Estate feat. Kathy Fettke
Kathy Fettke, a renowned real estate investment expert and co-founder of the Real Wealth Network, shares her inspiring journey from being a housewife to becoming a successful investor. She highlights the crucial role of asset...