We are so glad to feature Joey Mure and Russ Morgan of Wealth Without Wall Street at this Legacy Wealth Summit. They will help you discover how to create your own banking system for investment funding, plus the VIP Investor DNA Lunch and Post-Event Mastermind. VIP Lunch Workshop with Investor…
Ever wondered how to review an underwriting file in 10 minutes or less? Join Ben Fraser as he shares shortcuts and guidelines for evaluating multifamily opportunities. 00:00 Introduction 02:19 How to Review an Underwriting File 02:46 Addressing Common Investor Concerns 03:15 Speaker's Background in Underwriting 03:47 Importance of Adjusting Returns…
Join us for the Legacy Wealth Summit next week as we explore into powerful strategies for achieving financial freedom through completely passive income with alternative investments. This year, Ben Fraser and Brian Spear from Sunrise Capital Investors are teaming up with Joey Mure and Russ Morgan from Wealth Without Wall…
Learn the unique history of the secondary market for life insurance (aka, life settlements or viatical settlements). Join Ben Fraser and Anne Buchanan from Preston Capital as they uncover the intricacies of this asset class, including how to underwrite and identify key risks. 0:00 Introduction 2:20 What Are Life Settlements?…
Join Bob Fraser and Ben Fraser as they uncover the surprising data showing investors expectations on rates have historically been wrong. Learn about why this is and what it means for making investment decisions. Wall Street Journal article - https://www.wsj.com/finance/investing/investors-fed-interest-rates-a842073c Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben…
Discover how to secure a second residence while investing abroad with Dominic Volek. From exploring diverse travel opportunities to legacy planning, learn about the myriad options available in investment programs across the world, including insights on the EB-5 program for accessing the U.S. 00:00 Introduction 01:02 Investment Migration Programs Overview…
Discover Bob and Ben’s insights and analysis of the state of bank's balance sheets amidst talk of a commercial real estate crash. Globest.com Article - https://www.globest.com/2024/02/02/the-banks-are-not-okay/ Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like a Billionaire podcast is sponsored by Aspen Funds…
If you are an entrepreneur, a business owner looking to sell your business, or simply interested in learning about acquisitions and how private equity works, this episode if for you. Channing is the Managing Director at Objective, an investment banking valuation firm with more than 25 years of experience in…
Bob and Ben discuss the election year, the pressures that both political parties might exert on the Fed to implement changes in interest rates, and the narrative that the economic data is portraying for investors. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest…
Laura Dohanes, CEO of My CPA Pro, shares practical strategies and mindset shifts for tax strategies and financial growth. 00:00 Introduction 00:43 Charitable Tax Strategies 02:50 Stock Donation Benefits 04:12 Maximizing Charitable Tax Benefits 06:12 Separating Charitable and Personal Causes 08:23 Balancing Tax Strategies & Impact 10:45 Managing Income &…
Andy Lee from Parallaxes Capital joins in this episode to discuss a fascinating and often overlooked asset class: Tax Receivable Agreements. Learn what it is, and why family offices, foundations & endowments are making allocations to this asset class. 00:00 Introduction 03:06 Background of Andy Lee 06:28 Definition of Tax…
Josh Zeigelbaum of Circuit City shares his background in Private Equity and how his team is re-vamping a well known brand. The insights and strategies discussed in this episode will help anyone understand how private equity works, what to watch for and so much more. Connect with Josh Zeigelbaum on…
Here is our reflective recap journey through 2023, highlighting remarkable guests, best moments and invaluable insights. 79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear https://www.thebillionairepodcast.com/79 91. How to Build Your Own Virtual Family Office feat. Jim Dew https://www.thebillionairepodcast.com/91 89. Oil & Gas Masterclass: How to Evaluate Energy…
Offset W-2 income with rental losses using real estate professional loophole. Amanda Han https://www.thebillionairepodcast.com/134
Passive investing yields additional cash flow without increasing taxes. Amanda Han https://www.thebillionairepodcast.com/134
Office sector in turmoil: Remote work shift increases vacancies to 17%. John Chang https://www.thebillionairepodcast.com/133
Industrial boom: 400M sq ft in 8 metros. John Chang https://www.thebillionairepodcast.com/133
Experts Amanda Han and Matt MacFarland of Keystone CPA discuss how investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from the IRS. 00:00 Introduction 01:10 Tax Strategies for Real Estate Investors 02:34 Short-Term Rental Loophole 06:30 Common Tax Mistakes in…
In this episode, our guest, John Chang, National Director of Research & Advisory Services at Marcus & Millichap, shares key insights into the current economy, trends, forecasts, and areas of opportunity for 2024. We discuss the impacts of inflation, the Federal Reserve's interest rate movements and the evolution of real…
What's the difference between being an investor after you've sold your business and being an investor while you still own your business? Michael Sonnenfeldt https://www.thebillionairepodcast.com/131
Entrepreneurship and investing demand distinct skills. Assessing risk requires unique insights. Michael Sonnenfeldt https://www.thebillionairepodcast.com/131
Is lower inflation a green light for the Fed to lower rates? How good is a 3.1% Consumer Price Index? In this episode, we analyze the market response and discuss the likelihood of the Fed lowering interest rates. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben Fraser on…
Can debt be serviced, paving the way to positive outcomes? Bob Fraser
Monitor revenue trends, control expenses, and aim for strong cash flow to weather challenges. Ben Fraser