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To learn more about private market investing, visit:www.evergreencap.comIn this episode, Tony David from Franklin Templeton delves into the complexities and opportunities in private markets for wealth advisors. As Franklin Templeton's expert on private asset education, Tony discu ... Show More

Opportunities in Commercial Real Estate Debt: A Deep DiveEmail for Commercial Real Estate Debt Investing Research: info@evergreencap.comThe video discusses the current investment opportunities in commercial real estate debt, highlighting that investing is always challenging due t ... Show More

Apollo's Strategic Acquisition: Bridge Investment GroupIn this episode, we delve into Apollo's recent acquisition of Bridge Investment Group for $1.5 billion, a strategic move involving the purchase of a real estate specialist known for its asset management capabilities. The disc ... Show More

3 Reasons Why Investors Should Streamline Their AccountsHow Low Can You Go with Retirement Accounts?How You Can Consolidate Tax-Deferred AccountsConsolidate Retirement Accounts with the Same ProviderThe Week Ahead in MarketsHere's What to Expect from Macy’s Upcoming EarningsWhat ... Show More

Maybe you’re looking to diversify your investment portfolio, or maybe you’ve done your research into real estate investing and just realized you don’t have the time and energy required. Real estate investing is almost nevertruly passive, and it is not immune to problems like redu ... Show More

Click Here to Get All Podcast Show Notes!Investing is more than just picking stocks or real estate—it’s about making smart decisions with your time and money. In this episode, Sharran Srivatsaa reveals his powerful Investment X-Ray framework for evaluating any opportunity like a ... Show More

In this week’s Talking Wealth podcast, Dale looks at whether property or shares is the best investment for you given the changes in the property market. Historically property has been the preferred investment for many investors, but times are changing and investors need to look a ... Show More

Chris and I are constantly asked about our investment strategies, and today, we’re breaking each of our investments down by the level of risk associated with them! We encourage you to invest in yourself and your business before anything else, as it is the least risky and most cru ... Show More

We’ve seen a huge market crash this year and a number of firms reporting portfolio losses. So why were so many big investors crowded into the same trades, and what does it say about investing as a whole? Should investors be playing up to their competitive advantage, or following ... Show More

#601: Nick and his wife have $100,000 to invest, but they’re worried about the volatility of the current stock market. Should they look into alternative investments such as private equity? Even though Roth IRAs come with tax-free withdrawals in retirement, Josh is worried about h ... Show More

Not only do we want to help you get started investing with this educational podcast, but we want to go a step further and get you closer to your first portfolio of stocks. We’ve been picking market-beating stocks for over 10 years now, with a strategy based on long-term, mindful ... Show More

More than $84 TRILLION in stocks, real estate, and other assets will gradually transfer from the portfolios of Baby Boomers to the Gen X, Millennial, and Gen Z generations. But with so much wealth being passed on – and so many NEW investment options available at the tap of a smar ... Show More

Most people are missing out on what could be the best real estate investments of 2025. Why? Most investors don’t even know about them or have never had access to invest in them before. Today, we’re talking to Fundrise CEO Ben Miller about how he’s taking these once elite-only inv ... Show More