logo
episode-header-image
Apr 2024
29m 5s

Ep. 35 - From Hotels to RV Parks: The In...

Michelle Moses | CFP® & Realtor®
About this episode
Are you looking to diversify outside the stock market? Alternative investments might be the answer you're looking for. Investing in buildings, apartments or even employee stock options aren't just for the ultra-wealthy, you can have access to these funds from almost anywhere. In this episode, I explain how alternative asset funds work and how they can be add ... Show More
Up next
Oct 21
A Good Option For Your Cash Savings? Yrefy with Laine Schoneberger (Ep 84)
<p>Private credit is one of the hottest alternative investments right now, and Yrefy has a truly innovative investment that serves both sides of the transaction - borrowers and investors.</p><p>Laine Schoenberger, Chief Investment Officer and Managing Partner at Yrefy, joins me t ... Show More
33m 25s
Oct 14
Putting It All Together: 1031 Strategies You Can Use (Ep 83)
<p>If you’re tired of managing properties or just looking for smarter ways to grow your wealth, this episode is for you. In this solo episode, I discuss 1031 exchange strategies that don't include rolling your investment into the same kind of real estate.</p><p>Here are my top 3 ... Show More
12m 1s
Oct 7
The In's & Out's of 1031 Exchanges with Michael Velasco (Ep 82)
<p>Today we talk the ins and outs of 1031 exchanges—a powerful real estate tool that lets investors defer taxes when selling investment or business property. Michael Velasco, founder and qualified intermediary of Exchangeable, and one of only around 120 certified exchange special ... Show More
26m 2s
Recommended Episodes
Aug 2022
Surviving the Downturn: Expert Tips for Investing During a Recession | Sharesies
This episode is all about cash. And it applies to our personal finances and the companies we’re investing in.Bryce and Alec explain what the definition of a recession is and how the market generally reacts.Basically, in a recession money dries up. Banks become less willing to len ... Show More
16m 34s
Feb 2021
EM Chat: What stocks are Buffett, Ackman and Soros buying?
<p>In this episode, Alec brings a 'What The ?' to the table for Bryce to puzzle over, and we break down 13Fs... What are they? Forms that the SEC requires to be filed quarterly by institutional investment managers with at least $100 million in assets under management. Bryce and A ... Show More
29m 37s
Feb 2022
Inflation-proof your investments with these expert tips
There’s been a lot of chat about inflation recently, and if you’re only reading the headlines, you might be feeling concerned or confused about what it all means.So in this episode Bryce and Alec answer the big questions we all have as investors.What is inflation? Where are we se ... Show More
29m 46s
Aug 2023
MI283: Simple Ways to Supercharge Your Money & Investments w/ Chris Pedersen & Paul Merriman
Robert Leonard chats with Chris Pedersen, who is an engineer by training, and new opportunity finder by nature & Paul Merriman, who is a nationally recognized authority on mutual funds, index investing, and asset allocation. They talk about how young investors should be thinking ... Show More
1h 6m
May 2023
Debate: Should I Get a Financial Advisor or Invest Myself?
<p>In this lively debate, Sim and Sonya discuss the pros and cons of hiring a financial advisor versus investing on your own. They explore factors like fees, personalised advice, and the freedom to make your own investment decisions. While financial advisors can provide expertise ... Show More
27m 28s
Mar 2023
394: Ask the Money Experts: Backdoor Roths, Bad Debt, & When to Fire Your Financial Advisor
Retirement investing, bad debt, backdoor Roth IRAs, bonds, and starting a business. If you’re just beginning your personal finance journey, this can all seem a bit complicated. Where do you invest first? What should you do with extra cash? And how do you know a financial fiduciar ... Show More
49m 58s
Apr 2022
From Zero to Investor: Alana & Maddy's Journey | Thanks to Sharesies
Over the next couple of weeks we're doing a couple of episodes chatting to the Get Started Investing community.This episode is proudly brought to you by Sharesies, who help you invest, how you like. Easy! Choose from thousands of companies and funds across Australia, the US, and ... Show More
50m 26s
May 2021
Asset Classes: The Ultimate Guide to Building Your Investment Portfolio
We continue our chapter series with a deep dive into all your questions about assets! An asset is any resource that can be owned or controlled and has economic value. Everything from your house or your car, to a business’ intellectual property, are assets. Alec and Bryce talk abo ... Show More
34m 49s
Jul 2023
15. Make investing easy: how to automate with a set & forget strategy
<p>Let’s be honest: sometimes, investing can feel like a chore. Between bills, rent/mortgage, groceries, and general adulting fees, it can feel like one of seemingly countless administrative tasks. Fortunately, investing isn’t something that needs to occupy space on your to-do li ... Show More
14m 42s
Nov 2021
TIP394: How to invest in ETFs w/ Cullen Roche
By popular demand, Stig Brodersen has invited back investment expert Cullen Roche. They discuss how to execute on the best possible ETF strategy. IN THIS EPISODE, YOU’LL LEARN: 01:43 - Which ETF strategy is right for you? 06:49 - Why there is no such thing as passive investing? ... Show More
1h 8m