Episodes
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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 the founder and board member at Direct IRA and Senior Partner at KKOS Lawyers.
This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Mark Kohler https://www.linkedin.com/in/markjkohler/
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Missing episodes?
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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 Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Steven Pesavento https://www.linkedin.com/in/stevenpesavento/
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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 and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Brett Swarts https://www.linkedin.com/in/brett-swarts/
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We discuss how Ownify's model allows first-time buyers to gradually purchase homes through fractional ownership, bypassing traditional mortgage hurdles.
This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Frank Rohde https://www.linkedin.com/in/frankrohde/
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Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental 'loophole,' highlighting strategies for both active and passive investors to optimize tax efficiency.
This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Mark Miller https://www.linkedin.com/in/ryancarriere/
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Mark Miller, President and CEO of Hilton Tax and Wealth Advisors, shares insights on the wealth management strategies employed by the ultra-wealthy, including the famous Hilton family. He explains how these strategies can be now adopted by average investors.
This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Mark Miller https://www.linkedin.com/in/markmiller-hiltonfo/
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We discuss why you should strongly consider self-insuring your business by leveraging the often-overlooked 831(b) tax code. Van Carlson, a risk management expert with 30 years of experience and Founder of SRA 831(b) Admin.
This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Van Carlson https://www.linkedin.com/in/vancarlson/
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Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Paul Svensen, CEO and Founder of UberJets, a platform designed to democratize private aviation access, explains how Uber Jets leverages advanced technology and empty-leg flights to offer a pay-as-you-fly model. This approach makes private jets more accessible to a wider audience. Paul discusses the business model, the benefits for aircraft owners, and how the platform is challenging traditional fractional ownership models.
This podcast is sponsored by Aspen Funds, focusing on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/
Explore our latest investment opportunity in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/
Get our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
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Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Joey Mure, Co-Founder of Wealth Without Wall Street, discusses his journey from the corporate world to achieving financial freedom through passive income. He shares insights on the limitations of traditional investment strategies like 401(k)s and the benefits of creating cash flow through alternative investments.
This podcast is sponsored by Aspen Funds, focusing on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/
Explore our latest investment opportunity in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/
Get our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-reportFollow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Connect with Joey Mure on LinkedIn https://www.linkedin.com/in/joey-mure-b376824/ -
We have a new Industrial deal: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Bob and Ben present compelling data from Newmark Zimmer showing significant increases in construction and job announcements in the US. They discuss the long-term mega trends affecting industrial assets, the shift towards secondary and tertiary markets, and the upcoming opportunities for investors.
Get our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Interested in our upcoming industrial real estate offering? Get notified first: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h
Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/
This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfraser10/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
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Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Pat Zingarella, a former corporate tech business consultant and startup advisor and Founder of Invest Clearly, recounts his transition from corporate America to entrepreneurship, inspired by his own investment challenges. He discusses the key features of Invest Clearly, how it serves both LPs and GPs, and its mission to foster transparency and trust in the investment world.
Get our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Interested in our upcoming industrial real estate offering? Get notified first: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h
Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/
This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Connect with Pat Zingarella on LinkedIn https://www.linkedin.com/in/pasqualezingarella/
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Investor, get notified first when our industrial deal launches: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h
This is not a commitment, just a way to give you exclusivity once we launch.
This episode is a masterclass on industrial real estate with Ben Fraser, CIO of Aspen Funds and Brent Peterson, Partner at NAI Heartland. We discuss how to find the best industrial real estate investments in 2024, and much more.
Interested in our upcoming industrial real estate deal? Get notified first: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h
Get our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Connect with Brent Peterson on LinkedIn https://www.linkedin.com/in/brent-peterson-6944a510/
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Kathy Fettke, a renowned real estate investment expert and co-founder of the Real Wealth Network, shares her inspiring journey from being a housewife to becoming a successful investor. She highlights the crucial role of asset ownership, macroeconomic trends, the housing market, and the Federal Reserve's interest rate policies.
Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/
Access our FREE Economic Report: https://www.investwithaspen.com/free-economic-report
This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Connect with Kathy Fettke on LinkedIn https://www.linkedin.com/in/kathyfettke/
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Travis Watts, an experienced full-time passive investor and the Director of Investor Development at Ashcroft Capital, discusses his path from single-family investments to syndications. With over 50 deals since 2015, he shares his expertise and key insights from his new book 'Passive Investor Tips'.
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Connect with Travis Watts on LinkedIn https://www.linkedin.com/in/traviswatts1234/
Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/
Access our FREE Economic Report: https://www.investwithaspen.com/free-economic-report
This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
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With 15 years of experience in private syndications, Steve Suh, Founding Member of Left Field Investors, reveals lessons in his book, "Avoiding Rookie Errors as a Left Field Investor." He highlights the value of operator communication, thorough due diligence, and investing in reliable asset classes, providing essential tips for all investors.
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Connect with Steve Suh on LinkedIn https://www.linkedin.com/in/steven-suh-m-d-77668347/
Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/
Access our FREE Economic Report: https://www.investwithaspen.com/free-economic-report
This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
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Angelo Robles, the Founder & CEO of SFO Continuity, shares insights on the mindsets, investment strategies, and alternative investments favored by the ultra-wealthy and family offices. We also discuss the potential high-reward opportunities that billionaires are excited about in 2024.
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Connect with Steve Woodruff on LinkedIn https://www.linkedin.com/in/steve-woodruff-cfp%C2%AE-9871288/
Connect with Angelo Robles on LinkedIn https://www.linkedin.com/in/angelorobles/
Access our FREE training on How to Invest in Private Credit: https://www.privatecreditmasterclass.com/sign-up
Access our FREE Economic Report: https://www.investwithaspen.com/free-economic-report
This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
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Neal Bawa, CEO & Founder of UGro and Grocapitus, explores the latest market trends, the repercussions of recent economic changes, and the future landscape and opportunities of multifamily investing.
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Connect with Neal Bawa on LinkedIn https://www.linkedin.com/in/neal-bawa/
Access our FREE training on How to Invest in Private Credit: https://www.privatecreditmasterclass.com/sign-up
Access our FREE Economic Report: https://www.investwithaspen.com/free-economic-report
This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
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Jeremy Hill, Founder and Managing Partner of JB Capital, shares his journey in the alternative investment space, focusing on private credit and corporate credit. This conversation with Ben Fraser covers the broader landscape of private credit, the shift from banks to private funding, and the growing opportunities in real estate and corporate lending.
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Connect with Jeremy Hill on LinkedIn https://www.linkedin.com/in/jeremy-b-hill-a0350a3/
Access our FREE training on How to Invest in Private Credit: https://www.privatecreditmasterclass.com/sign-up
Access our FREE Economic Report: https://www.investwithaspen.com/free-economic-report
This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/
Follow Aspen Funds
LinkedIn: https://www.instagram.com/aspenfunds/
Instagram: https://www.linkedin.com/company/aspen-funds/
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Walker Deibel, Founder of Acquisition Lab and Wall Street Journal bestselling author of 'Buy Then Build', joins to discuss the world of entrepreneurship through acquisition, sharing insights on buying and growing small businesses. Discover his mastermind coaching program, Acquisition Lab, designed to help budding entrepreneurs succeed.
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Connect with Walker Deibel on LinkedIn https://www.linkedin.com/in/walkerdeibel/
Explore macro-driven alternative investments for accredited investors www.aspenfunds.us
Follow Aspen Funds
Instagram: https://www.instagram.com/aspenfunds/
LinkedIn: https://www.linkedin.com/company/aspen-funds/
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