Videos

Learn about consumer product business and preserving family heritage.

Conversation with Mike Houlihan of Barefoot Wine. We discuss how a negotiation for unpaid debts led to the creation of one of the most recognizable wine brands in the U.S. Michael shares the unconventional strategies that propelled Barefoot to success, such as partnering with Trader Joe's and using community fundraisers…

Discover why successful investors always know their numbers!

Explore how a strategic approach, including 1031 exchanges, can protect your investments.

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…

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…

Learn how private credit and venture capital can harness opportunities with DOD.

Conversation with Silvia Lupu of Hikaro Capital. We discuss how this independent asset management firm bridges family offices with fund managers, focusing on real estate, private equity, private credit, and venture capital. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and…

With changing interest rates and tax concerns, the landscape of private credit investments is evolving.

Learn from family offices that are 100% in alternatives and seeing steady returns.

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…

Now athletes and retail investors can join the game.

Explore the intersection of media rights and alternative asset allocations in sports.

Conversation with Andrew Eberhart of Wingspan Capital. We discuss the strategic focus on alternative investments, which many family offices are increasingly adopting. Andrew shares insights into aspects like private credit, real assets, and emerging investment themes intersecting Silicon Valley and the Department of Defense. This podcast is sponsored by Aspen…

You can actually use all your losses, even from multiple properties, to offset a big gain.

This could make a huge difference in your tax setup. Find out why correcting your tax approach today is crucial for future savings.

Conversation with Marques Colston of Champion Venture Partners. We discuss His insights on his 10-year NFL career and his transition into the business world as the owner-operator in the Arena Football League. Learn about recent trends shaping sports investment, including growing interest in women's sports such as the WNBA and…

Discover proactive strategies to reduce current taxes and aim for zero tax brackets with ethical plans that withstand IRS scrutiny.

Discover how aligning rental income with owner occupancy traits can benefit both investors and homeowners.

We discuss how Ownify's model allows first-time buyers to gradually purchase homes through fractional ownership, bypassing traditional mortgage hurdles. Frank Rohde, CEO explains the generational home buying challenges and the advantages that Ownify represents for buyers and investors. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit,…

It's not just about risk, it's about smart risk!