Episodes
![[ILAB Classic] How to Build Your Own Virtual Family Office feat. Jim Dew](https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/13088255/13088255-1743703996531-27aa70b70750e.jpg "[ILAB Classic] How to Build Your Own Virtual Family Office feat. Jim Dew")
[ILAB Classic] How to Build Your Own Virtual Family Office feat. Jim Dew
Jim Dew, Founder of Dew Wealth Management, joins Ben Fraser and Jim Maffuccio, to dive into the concepts of building a Virtual Family Office. After spending years studying the ultra-wealthy, Jim Dew realized Family Offices g...
Fed Cuts Rates by 25 Bps! - How to Make Inflation Your Friend
The Fed just cut rates for the first time this year. What does that mean for your investments? In this episode, Ellis Hammond and Bob Fraser unpack how this move could shape the next cycle for real estate investors, what hist...
Advanced Tax Saving Strategies for Passive Investors
As we get closer to Q4 we wanted to bring back a favorite episode from the past – all about tax saving strategies. Thank you so much to experts Amanda Han and Matt MacFarland of Keystone CPA for joining us to discuss how inve...
How to Find and Fund the Most Impactful Giving Opportunities
Lane Kipp has dedicated his career to helping others give well. He runs the nonprofit All Access, which uses analytics to find the most effective and transparent ways to make charitable donations go farthest. And it turns out...
Deals we didn’t Do: The $1B ATM Ponzi Scheme
Did you hear about the $1B ATM investment fraud? What started as a too-good-to-be-true deal ended up as a ponzi scheme that upended lots of good investors, including some of us. So how did Aspen as a firm dodge this one? And ...
How to know when enough is enough, a 1:1 with John Maxwell
What number is “enough” to you? The legendary John Maxwell joins Bob Fraser in a rare interview about how John thinks about building wealth and sowing values into young people. He tells us about his theory of picking a number...
How Debt and Taxes Can Make You Rich
How do billionaires think differently than the rest of us? Bob and Ben have spent over a year trying to answer that question as they wrote the Invest Like a Billionaire book. In this episode, they share their lessons – how bi...
What your financial advisor isn’t telling you
Is your financial advisor keeping secrets from you? Well, not exactly. In this episode, we learn another key lesson from the Invest Like a Billionaire book: why the financial advising system is rigged against alts. Listen to ...
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...