Explorez tous les épisodes du podcast Invest Like a Billionaire

Most investors think retirement accounts are only for stocks and mutual funds. Adam Bergman, founder of IRA Financial, explains how wealthy investors use self-directed IRAs, Roth IRAs, and alternative investments like private equity and real estate to build long-term wealth. Learn the biggest retirement investing mistakes, key IRS rules, and strategies that can help you maximize your retirement portfolio.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Tariffs are only part of the story.

In this episode, Ellis Hammond sits down with Bob Fraser and Ben Fraser to break down the real economic battle between the U.S. and China.

Learn how tariffs, industrial policy, semiconductors, AI, rare earth minerals, and free markets are shaping the future of the global economy and what every investor should understand to navigate the opportunities and risks ahead.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

The stock market is at record highs but does that mean it's time to rebalance?

In this episode of Invest Like A Billionaire, Ellis Hammond sits down with Bob Fraser to discuss why today's market may be strengthening the case for private alternatives, where he's personally investing today, and how billionaire investors think about portfolio construction.

They cover portfolio diversification, private credit, multifamily real estate, liquidity, taxes, cash flow, and the biggest mistakes investors make when moving beyond stocks.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Are index funds still safe? As the AI boom reshapes the market, nearly 40% of the S&P 500 is now concentrated in just 10 companies.

In this episode, Bob Fraser, Ben Fraser, and Ellis Hammond, break down what this historic concentration means for investors, what history can teach us about today's AI-driven market, and why great companies don't always make great investments.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

A new Fed Chair could change investing for the next decade.

Kevin Warsh is calling for a fundamental shift in how the Federal Reserve approaches interest rates, inflation, and economic policy. If he's successful, the investing playbook that's defined the past 20 years may no longer apply.

In this episode, Bob Fraser, Ben Fraser, and Ellis Hammond break down what Warsh's vision could mean for stocks, bonds, real estate, inflation, the yield curve, and your portfolio. Learn how investors can prepare for a new era of higher rates, market-driven capitalism, and long-term investing.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

At the start of 2026, many economists expected growth to slow.

Since then, we've had tariffs, inflation concerns, conflict in the Middle East, oil volatility, and a new Fed Chair.

Yet the economy keeps growing.

In this episode, Bob Fraser and Ellis Hammond sit down with Belinda Román, Associate Professor of Economics at St. Mary's University, to discuss what's changed, what's surprised her, and whether the economy is proving more resilient than investors expected.

We cover tariffs, inflation, consumer spending, interest rates, AI-driven productivity, recession risks, and what investors should be watching in the second half of 2026.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Are your 30s and 40s the most important decades for building wealth?

In this episode, Ben Fraser and Ellis Hammond share the wealth-building lessons they've learned the hard way, from investing mistakes and lifestyle creep to the power of compounding, skill development, and building a portfolio that can create long-term financial freedom.

If you're serious about growing your wealth, this conversation will help you focus on what actually matters.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Most high-income earners assume the Solo 401(k) isn't for them.

They're wrong.

If you have a side hustle, a consulting gig, or a small investment LLC, you likely qualify, and you could be sheltering up to $144,000 per year in tax-free contributions.

Bob Fraser and Ellis Hammond sit down with George Blower, co-founder of MySolo401k.net, to break down exactly how this works and why so few people are taking advantage of it.

You'll learn:

• The two simple requirements to qualify

• How to run the Mega Backdoor Roth strategy inside a Solo 401(k)

• Why leveraged real estate here avoids UDFI taxes entirely

• How to get set up for as little as $650

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Nobody predicted 2008. Nobody predicted COVID. And whatever causes the next market crisis probably won't be what investors expect.

That's what makes today's environment so challenging. Just a few months ago, markets were expecting rate cuts and easing inflation. Now oil prices are surging, treasury yields are rising, and some analysts are drawing comparisons to the inflationary pressures of the 1970s.

In this episode of Invest Like A Billionaire, Bob Fraser, Ben Fraser, and Ellis Hammond break down the biggest economic shifts happening right now, from energy markets and inflation to AI-driven productivity, real estate, private credit, and the opportunities they see emerging in an increasingly uncertain landscape.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Bourbon might be one of the most overlooked alternative investments in America.

In this episode of Invest Like a Billionaire, Brian Rosen, founder of InvestBev, breaks down how his firm built a portfolio around bourbon barrels, beverage brands, and alcohol infrastructure and why family offices are paying attention.

We cover:

• Why bourbon barrels have historically produced strong returns

• The “dirty secret” behind most liquor brands

• How billionaires invest in beverage infrastructure

• Why alcohol is considered a non-correlated asset

• The macro trends reshaping the beverage industry

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Most entrepreneurs know how to build wealth. Very few know how to keep it.

In this episode, Bob Fraser and Ellis Hammond sit down with Michael Sonnenfeldt, founder and chairman of TIGER 21, whose members collectively manage more than $280 billion in assets.

They discuss why entrepreneurs often become bad investors after a big exit, the mindset shift from builder to allocator, how the ultra-wealthy are investing today, and why time eventually becomes more valuable than money.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Most entrepreneurs think they have a tax strategy. What they actually have is a tax return.

In this episode, Patrick Lonergan of Vital Wealth breaks down the biggest tax mistakes high earners make, why most CPAs are reactive instead of strategic, and how wealthy entrepreneurs use tax planning, cash flow management, and alternative investments to build long-term wealth.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

“Good” deals are losing money right now.

So what went wrong?

In this episode of Invest Like A Billionaire, Ben and Ellis break down the 5 rules most real estate investors ignored and how breaking them led to massive losses across the market.

More importantly, we show you how to apply these rules to win in the next cycle.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Most investors think picking the right deal is how you win.

It’s not.

In this episode of Invest Like a Billionaire, we break down why investing deal by deal can quietly destroy your returns and what actually builds long-term wealth.

We cover:

• Why “good” deals still lose money over time

• The IRR trap most investors fall into

• How cash drag and taxes kill compounding

• Why wealthy investors focus on consistency, not home runs

If you’re investing in real estate or private markets, this will change how you think about building wealth.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

$1T in multifamily debt is coming due and most of it already doesn’t work.

Is this a real estate crash or the next buying opportunity?

We brought in Dugan Kelley, co-founder of Kelley Clarke Law and a leading real estate and SEC attorney, to break down what’s actually happening in the multifamily market.

In this episode:

-The multifamily “maturity wall” explained

-Why 2020–2022 real estate deals are in trouble

-How rising interest rates broke deal economics

-What happens next: loan modifications, forced sales, or foreclosure

-What real estate investors need to know now

This isn’t 2008. It’s a valuation reset in commercial real estate.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

If you have a large IRA, there’s a good chance you’re playing the game exactly how the IRS wants, and it’s costing you millions.

Most investors are told to defer taxes. That’s where they go wrong.

In this episode, CFP and tax strategist Craig Wear explains why Roth conversions often make more sense sooner and more aggressively than most people think.

We cover:

• Why waiting can cost you

• How RMDs increase your tax bill

• The hidden tax trap for retirees

• When to convert and how much

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Most investors focus on what to invest in. Wealthy investors focus on how they invest.

In this episode, we break down one of the simplest (and most overlooked) strategies: using an LLC to structure your investments.

Bob’s been doing this for years. Ben hasn’t. So… is this actually something you should be doing?

We cover:

• Why serious investors don’t invest in their own name

• How this setup can reduce taxes and increase flexibility

• The mindset shift of treating your investments like a business

• How it unlocks strategies like Solo 401(k)s

If you’re building wealth, this is a foundational move worth understanding.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

What are high-net-worth investors actually doing with their portfolios right now?

In this episode, Bob and Ben sit down with Litan Yahav, co-founder of Vyzer, to break down insights from $30 billion in real investor data—not surveys, but actual portfolio behavior.

The results are surprising.

From a major shift out of private markets… to where capital is flowing instead… to how investors are rethinking due diligence—this episode gives you a clear look at how sophisticated investors are positioning today.

In this episode:

• The shift from private to public markets

• Where capital is still flowing in private investments

• What investors may be getting wrong right now

• How AI is changing deal analysis and due diligence

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Is a recession coming? Oil prices, inflation, and Fed rate cuts explained.

With oil prices rising and tensions in Iran escalating, many investors are asking: Will higher oil trigger a recession in 2026?

In this episode, Ellis sits down with Bob & Ben to break down:

-Oil prices and their impact on inflation

-How energy costs affect the economy and markets

-Fed interest rate cuts and recession risk

-Consumer spending trends (70% of GDP)

-What happens if oil hits $100–$120

-Real estate and investment outlook

Key insight: Rising oil alone doesn’t cause a recession—but sustained high prices can.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

What should investors actually look for in a Private Placement Memorandum (PPM)?

In this episode, Ellis Hammond sits down with Ben Fraser and Bob Fraser to break down real examples of PPMs that raised major red flags — including unlimited sponsor expenses, huge placement fees, and deal structures that shift risk entirely onto investors.

They walk through what a private placement memorandum is designed to do, why experienced investors focus more on the risks than the upside, and the specific sections you should read before investing in a private deal.

If you invest in real estate syndications, private equity, private credit, or alternative investments, learning how to evaluate a PPM can help you avoid costly mistakes.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Is private credit about to collapse?

The $1.7 trillion private credit market has grown rapidly, but recent write-downs from major funds like BlackRock and KKR are raising concerns about a potential private credit crisis.

In this episode, Ellis Hammond sits down with Ben Fraser, CIO of Aspen Funds, to explain what’s happening in private credit, why some funds are showing stress, and what investors should watch for before investing in private credit funds.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Recorded live at the Best Ever Conference 🎙️

What really changes when you go from making money → managing money?

In this episode, Bob & Ben sit down with Christopher Nelson of WealthOps to break down how high-net-worth individuals structure, steward, and scale their wealth — without needing billions.

We cover:

• How to run a “micro family office”

• How to give your wealth purpose beyond returns

• How to build a portfolio that supports your lifestyle and long-term legacy

• The mindset shift from income generator to family CEO

If you’ve built meaningful wealth and are asking, “Now what?” — this conversation is your next step.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠https://aspenfunds.us/

Join Ben Fraser as he talks with Seth Bradley, Esq., Chief Legal Officer at Tribevest, about an opportunity hiding in plain sight: turning your network into a fund of funds.

In this episode, you’ll learn:

• How the fund-of-funds model works and why it’s gaining momentum

• How professionals are leveraging their networks to raise capital

• The steps to start your own fund of funds, the compliant way

If you’ve ever wondered how to go from investor to fund manager, this episode breaks it down step by step.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠https://aspenfunds.us/

Bob and Ben recap the biggest insights from our 2026 Economic Outlook and Macro Forecast presentations, featuring perspectives from Belinda Román, John Chang, and Jay Parsons. They cover GDP growth expectations, potential Fed rate cuts, housing market trends, and real estate investment signals — plus why investor sentiment may matter more than the data in the near term.

A fast, data-driven snapshot of the 2026 economy, rates, and real estate outlook.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠https://aspenfunds.us/

In this episode, Bob Fraser shares his presentation from our 2026 Macro Economic Outlook event, breaking down the investable megatrends shaping 2026. From AI and productivity to real assets and interest rates, learn how to invest with the tide and position your portfolio for what’s next.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠https://investlikeabillionaire.org/⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠https://aspenfunds.us/

California is pushing a wealth tax. Missouri just eliminated capital gains tax. What does that mean for investors?In this episode, Ellis Hammond sits down with Bob and Ben Fraser to break down the billionaire tax battle between CA vs. MO—and how high-net-worth investors adapt. Learn how the wealthy use LLCs, balance-sheet thinking, and smart tax strategy to legally protect and grow their wealth.If you want to pay less in taxes and keep more of your returns, this episode is for you.

Don’t miss the 2026 Macro Economic Outlook—announced in the outro of this episode! Sign up here: ⁠https://aspenfunds.us/2026-macro-economic-outlook/⁠

Have more questions, or want more resources like a tax calculator? Go to ⁠https://investlikeabillionaire.org/⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠https://aspenfunds.us/

In this episode, Bob and Ben Fraser sit down with Dr. Peter Linneman, Wharton professor and real estate economist, to unpack the forces shaping today’s economy. He explains how capital flows influence property prices, examines AI’s impact on the labor market, and reviews housing trends—from multifamily demand to rent growth—revealing how economic shifts shape real estate and productivity. Essential insights for investors, economists, and housing professionals.

Don’t miss the 2026 Macro Economic Outlook—announced in the outro of this episode! Sign up here: https://aspenfunds.us/2026-macro-economic-outlook/

Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/  to learn more about our community. 

Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Is infinite banking a smart wealth strategy or just well-marketed?In Part 2 of this two-part debate, Ben and Bob continue their conversation with Caleb Guilliams ( @BetterWealth  ) and Jim Dew ( @DewWealth  ) Together, they unpack the realities of infinite banking and whole life insurance. Ben shares his own experience implementing these strategies, while the group debates the math, tradeoffs, and why infinite banking is often oversold to investors.Thinking about adding infinite banking to your financial plan or wealth strategy? This episode is packed with expert insights and real-world lessons.

Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org to learn more about our community. 

Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Everyone’s talking about Venezuela oil and global oil prices - but what does it really mean for investors in 2026?Venezuela has the world’s largest proven oil reserves, but output remains low due to sanctions, underinvestment, and outdated infrastructure. In this episode, Ellis, Bob & Ben cut through the headlines to explain the real impact of Venezuela on the global oil market.Discover: • Why Venezuela’s oil won’t move prices in the short term • Hidden forces shaping global oil supply • How Russia, Iran, and other key players could influence markets • What the headlines got right — and what they missedHave more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Is whole life insurance a smart investment strategy or an expensive mistake?

In Part 1 of this two-part deep dive, Ben and Bob sit down with financial experts Caleb Guilliams (Better Wealth) and Jim Dew (Dew Wealth Management) to break down the truth about whole life insurance and infinite banking.

They explain whole life insurance, compare whole life vs term life insurance, reveal what makes a strong life insurance policy, highlight common mistakes, and show when these strategies benefit your wealth, and when they don’t.

Investors and entrepreneurs: this two-part series gives you the clarity the financial world doesn’t.

Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. 

Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Ben & Bob join Ellis Hammond to look back on a landmark year in which Aspen deployed approximately $140 million in capital. We walk you through our biggest verticals to see how oil & gas, debt & credit, and multifamily fared this year. And we share some strategies we’re bringing into 2026.

Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. 

Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Spencer Levy, a Senior Economic Advisor at CBRE, has been watching this dynamic year in real estate closely. He joins Ben & Bob today to share his hot takes on where 2026 is going to take us: what cities he has his eyes on, market trends, interest rates, and the political landscape’s impact on real estate. 

We go through the four pillars of real estate: industrial, retail, multifamily and office. 

Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. 

Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

David Neidig recently had a liquidity event, selling his family business. So suddenly, he’s shifted from a business owner mindset to an investor mindset. We dig into how he’s making that leap and why he’s going for alternatives. 

Plus, we get to hear about his unique sale: he sold the business via an ESOP (Employee Stock Ownership Plan). 

Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. 

Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Ever wondered how to review an underwriting file in 10 minutes or less? In this Part 2, Ben Fraser shares shortcuts and guidelines for evaluating multifamily opportunities.

Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. 

Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Your essential guide to reviewing an underwriting file. Join Ben Fraser as he shares shortcuts and guidelines for evaluating multifamily opportunities.

Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. 

Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Ken McElroy and Bob Fraser took questions from a live audience at an Invest Like a Billionaire book launch event this summer. We’re bringing that Q&A to the feed because it has a lot to say about the current state of real estate, especially multifamily, from two experienced real estate investors. 

Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. 

Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Christian Perez Giese is an industrial broker based right at the Texas/México border, so he has a front row seat as reshoring and nearshoring boom. He serves as the director of the CBRE El Paso & Cd. Juárez office, and his clients include global manufacturing and logistics firms. 

He has worked on both sides of the border so he has a 360 degree view of the local and global markets that affect global supply chains.

Christian joins the podcast this week to talk about what he’s seen over his decades in the industry, and why this moment is so unique in the history of cross-border collaboration.

Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. 

It’s that time of year again, when we get calls from high earners with W2 jobs asking: how can I save on my taxes this year? In this episode, Ben, Bob and Ellis lay out all the legal loopholes to safeguard taxes. And even better, many of these options can help you make money year round. 

Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community.

And find out more about the podcast at https://www.thebillionairepodcast.com/

Gold has been in the news lately as its price breaks record after record. So should we jump on the bandwagon? Or are we heading for a crash?

Bob and Ben join Ellis to discuss how this moment is making even Gold naysayers rethink the commodity. And they share what other assets they have their eyes on during this moment of economic insecurity. 

We answer the questions “should i hold gold in my portfolio?" “Is it a useful indicator for future inflation?

Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/ 

And find out more about the podcast at https://www.thebillionairepodcast.com/

In this episode, Ellis sits down with Bob and Ben to answer one of the most common questions they hear from investors: how can I replicate the billionaire investing strategy with a smaller portfolio? They unpack key concepts from their book Invest Like a Billionaire, like breaking down portfolio allocation, assessing liquidity needs, and  including why simple diversification isn’t enough.

Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/ 
And find out more about the podcast at https://www.thebillionairepodcast.com/

Oil and gas are back in the headlines. What does that mean for investors?

In this episode, Bob and Ben join Ellis to unpack the latest reports from OPEC and the IEA, what they signal for fossil fuel investing, and how energy fits into a diversified portfolio. They also look at new data on investor sentiment regarding industrial and multifamily real estate. All of it points to where the smartest opportunities may be for investors today.

Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/ 

And find out more about the podcast at https://www.thebillionairepodcast.com/

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 generally had staff, resources and strategies built around preserving and growing their family’s wealth. Jim decided to replicate their approach, but make it more accessible for the entrepreneur. Tune into today’s show to hear about Jim’s story and how he’s built his unique wealth management approach.

Dew Wealth Management ⁠https://www.dewwealth.com/⁠

Connect with Jim Dew on LinkedIn ⁠https://www.linkedin.com/in/jim-dew-0ab03a5/⁠

Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/

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 history suggests about market reactions, and why inflation may play a bigger role in the national debt discussion than most investors realize.

PURCHASE the Invest Like a Billionaire book at www.thebillionairebook.org/ 
And find out more about the podcast at https://www.thebillionairepodcast.com/

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 investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from the IRS.

 

Download the Free eBook

“How Passive Investments Can Save You Taxes” https://www.keystonecpa.com/PassiveInvestorTax

 

Connect with Amanda Han on LinkedIn https://www.linkedin.com/in/amandayhan/

Connect with Matt MacFarland on LinkedIn https://www.linkedin.com/in/mattmacfarland/

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, running All Access has a lot to teach us about how to vet deals in the investment world.

Check out Lane’s org at allaccess.international

PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ 

And find out more about the podcast at https://www.thebillionairepodcast.com/

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 can you learn from this scandal and spot potential ponzi schemes yourself? 

Listen in, and let us know what you think in the comments on youtube and on Spotify.

ORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ 

And find out more about the podcast at https://www.thebillionairepodcast.com/

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 to know when you’ve met your own needs. 

What do you think of this idea? Listeners on Spotify or Youtube – share a comment, or even tell us what your number is. And are you there yet?

PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ 

And find out more about the podcast at https://www.thebillionairepodcast.com/

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 billionaires approach debt, inflation and taxes differently. And we learn how we can all move from an “income statement mindset” to a “balance sheet mindset.”

PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ 
And find out more about the podcast at https://www.thebillionairepodcast.com/

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 hear why your advisor isn’t able to give you the guidance you need, and figure out how to work the system in your favour. 

PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ 
And find out more about the podcast at https://www.thebillionairepodcast.com/

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 compounding wealth, and what you can do about it. 

PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ 

And find out more about the podcast at https://www.thebillionairepodcast.com/