Episodes
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 com...
The 60:40 Portfolio is Dead… Here’s How to Invest like the Top 1%
The Invest Like a Billionaire book is almost here! For all of August, we’re bringing you sneak peeks into the key points in the book, and diving deeper into some of the topics. This episode, Bob and Ben join Ellis for a conve...
Our first book is here: Invest Like a Billionaire
Join us for a summit on August 8th to celebrate the launch of the Invest Like a Billionaire book coming this fall! Register at https://www.thebillionairesummit.com/summit
How to build a Passive Alternative Portfolio: The Wealth Pyramid
How do you build a strategic alternative asset portfolio? Most investors just jump at the first deals presented to them from their network. But in this episode, Ben lays out a strategic plan when building an alt portfolio, op...
He 20x'd his net worth in 4 years
Bronson Hill had a quick come-up from a salary job to a full time passive investor and capital raiser. But it hasn’t all been smooth sailing, and he’s learned some really important lessons along the way about how to be strate...
Financial Advisor turned Passive Investing Pioneer with Jim Pfeifer
Jim Pfeifer was a financial advisor working with clients invested in traditional stocks and bonds. Then he got into passive real estate investing – and he has a lot to say about why financial advisors can’t or won’t push real...
The Hard-Won Lessons Behind Aspen Funds with Jim Maffuccio
Jim Maffuccio, a co-founder of Aspen Funds, has been through some seriously challenging cycles. On the podcast, he and Ben get into how he rebuilt after two catastrophic wipeouts – and what he’s learned so it won’t happen aga...
Deals We Didn't Do: The Rise of Pref Equity and when to Run like Hell
How does Aspen decide what deals to jump for, and which to turn away? In this new series, Deals We Didn’t Do, the leadership team is bringing you behind the scenes on how we make those calls. In this episode, Ben and Bob Fras...
Creating a passive portfolio from the air with pilot Tait Duryea
Tait Duryea has always loved two things: flying planes and building financial freedom. He’s built a life that combines these two elements, and he’s helping other commercial pilots achieve the same success he has in alternativ...
Making alt investing a family affair with Darrell Gargala
Darrell Gargala started investing in real estate as a way to stay busy after retiring from the Air Force. But it’s become a passion, and he’s even bringing his kids into the fold. In this episode, he shares how he’s built up ...
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
LinkedIn: https://www.linkedin.com/company/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...