Episodi
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Self-Directed IRAs (SD IRAs) allow you to diversify your retirement savings but one compliance mistake could leave you with hefty penalties. Are you willing to navigate the risks? The benefits of SD IRAs are that they offer more control and flexibility than traditional retirement accounts but they come with unique challenges and responsibilities. Erica and Erin explain how SD IRAs work, the investments they allow, and the compliance rules that can make or break your strategy.
Hereâs What Youâll Learn:
What makes SD IRAs different from traditional and Roth IRAsThe types of alternative assets you can and canât invest inCompliance traps that could trigger penalties and tax liabilitiesHow custodians safeguard your investments and keep you IRS-compliantIf youâre looking to diversify your retirement portfolio beyond stocks and bonds, SD IRAs open up a world of alternative investments. Without understanding the rules though, you risk losing the tax benefits. Donât gamble with your future, listen in to see if managing an SD IRA might be right for you! Tune in now to Alternative Investments Chat and get the insights you need!
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Do you understand the complexities of Regulation Best Interest (Reg BI)? One misstep could cost your reputation and your clientâs trust. Itâs vital to understand the ways that it has reshaped the landscape for broker-dealers, especially when it comes to recommending alternative investments. Whether it's private equity, debt offerings, or real estate, advisors now face stricter requirements to ensure these higher-risk assets align with their clients' best interests. Listen to Erica and Erin break down Reg BIâs key obligations, compare them to fiduciary duty, and explore how they change the way professionals recommend alternative investments.
Key Takeaways:
What Reg BI means for broker-dealers and how it differs from fiduciary duty.How Reg BI impacts the recommendation of private placements, REITs, and other alternatives.The importance of product due diligence, suitability, and disclosure under Reg BI.Why client-first decision-making and conflict mitigation arenât just good practice, theyâre the law.If youâre an investor, advisor, or sponsor in the alternative investment space, understanding how Reg BI affects your options is crucial. This episode provides insights into how you can stay compliant, protect clients, and confidently navigate the evolving regulatory landscape. Tune in now to Alternative Investments Chat and stay ahead of the curve!
Link to Invessio/M2i website: https://m2i.com/
Connect with Invessio on Instagram: https://www.instagram.com/invessio/
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Episodi mancanti?
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Not all companies fit into the bank loan or venture capital model, so whatâs the solution? Middle-market debt financing is a flexible, high-yield way forward for companies eager to grow. Middle-market companies, those with revenues between $10M and $1B, are often overlooked by traditional lenders, this opens up an opportunity for the alternative market and those interested in it. Listen as Erica and Erin break down how these deals work, the risks involved, and why theyâre becoming an attractive option for alternative investors.
Key Takeaways:
How Business Development Companies (BDCs) provide capital and expertise to growing firms.The difference between debt structures like senior debt and mezzanine financing and what it means for investors.Middle-market debt offers higher returns, portfolio diversification, and risk mitigation.Understand credit, liquidity, and economic sensitivity risks before diving in.How investors can assess risk tolerance, evaluate BDCs vs. private debt, and monitor borrower performance.If youâre looking to diversify your portfolio and explore higher-yield opportunities, middle-market debt might be the solution. Gain insight into how this financing method supports business growth while offering unique returns for savvy investors. Tune in now to the Alternative Investments Chat podcast for more!
Link to Invessio/M2i website: https://m2i.com/
Connect with Invessio on Instagram: https://www.instagram.com/invessio/
Connect with Invessio on Facebook: https://www.facebook.com/invessio
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As the world shifts toward renewable energy, solar has emerged as one of the most promising investment opportunities. But is it the right fit for your portfolio? In this episode, co-hosts Erin and Erica explore how advancements in technology, government incentives, and infrastructure development are making solar a compelling alternative asset. From solar stocks to debt financing, we break down the key opportunities, risks, and future trends shaping this fast-growing sector.
What youâll learn:
The Growth of Solar Energy: How the industry evolved from its early days to a booming market.Ways to Invest: Stocks, infrastructure financing, and debt investments.Debt vs. Equity Financing: The difference between lending capital for solar projects vs. owning a stake in solar companies.Risks to Consider: Policy changes, operational risks, and supply chain challenges.The Future of Solar: How climate initiatives and new technologies continue to drive demand.Solar energy isnât just about sustainabilityâitâs an investment in the future. Whether you're new to alternative investments or looking for your next opportunity, this episode will help you navigate the world of solar investing. Listen now!
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Can passion-driven investments also be smart financial moves? With economic uncertainty on the rise, investors are looking beyond stocks and bonds to fine art, rare watches, luxury handbags, and sports memorabilia. But what makes these assets valuableâand how can investors take advantage of this booming market? In this episode, hosts Erin and Erica explore the world of fine art and collectibles, breaking down how cultural trends, digital platforms, and fractional ownership are making these alternative assets more accessible than ever.
What youâll learn:
Why Alternative Assets? How fine art and collectibles hedge against inflation and add portfolio diversity.Fractional Ownership & Accessibility: How platforms like Masterworks and Rally Road are opening the market.The Robust Collectibles Market: From a $42B luxury watch industry to skyrocketing demand for rare sneakers and sports cards.Social Media & Trends: How Instagram, TikTok, and celebrity influence are shaping demand.Risks to Consider: Illiquidity, authentication challenges, and market fluctuations.Whether you're a collector at heart or an investor seeking diversification, this episode breaks down how fine art and collectibles can fuel both passion and portfolio growth. Listen now!
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Oil and gas have powered economies for centuries, but do they still make sense as an investment today? With energy demand holding strong and market dynamics shifting, these commodities offer both opportunity and risk. In this episode, co-hosts Erin and Erica from M2i break down the role of oil and gas in alternative investments, exploring how investors can leverage this sector for diversification and long-term returns.
What youâll learn:
Why Oil & Gas? The case for energy investments in a changing market.Market Volatility & Opportunity: How supply, demand, and geopolitics drive price swings.Investment Strategies: Direct vs. indirect approaches, including royalty interests and energy funds.Passive Income Potential: How mineral rights generate long-term revenue streams.The Future of Energy Investing: How policy shifts and clean energy trends impact the sector.Whether youâre a seasoned investor or just exploring alternative assets, this episode breaks down the essentials of oil and gas investingâso you can make informed decisions and fuel your portfolioâs growth. Listen now!
M2i's Website: https://m2i.com/building-your-retirement-future-diversify-adapt-and-thrive/
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Most investors (and their accountants) have never heard of this strategy but it could save you hundreds of thousands in taxes! Every real estate investor dreads the tax bill that comes with selling a property but what if you could legally avoid paying those taxes and keep reinvesting your profits? Sandy Simmons joins Erin and Erica to break down the powerful tax strategy wealthy investors use.
Learn about:
How 1031 exchanges let you defer capital gains taxes indefinitelyThe hidden risks and rewards of Delaware Statutory Trusts (DSTs)How to turn one property into a diversified, hands-off real estate portfolioWhether youâre a seasoned real estate investor or just starting out, understanding how 1031 exchanges and Delaware Statutory Trusts (DSTs) work can make a massive difference in your financial future. This episode is a must-listen. Tap play now!
M2i's Website: https://m2i.com/building-your-retirement-future-diversify-adapt-and-thrive/
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Sandyâs LinkedIn: https://www.linkedin.com/in/sanfordsimmons/]
Sandyâs Realtor Website: https://www.bhhsaz.com/real-estate-agent/14877/sanford-sandy-simmons]
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Real estate isnât just about owning property, itâs about making strategic moves that generate income, hedge inflation, and diversify your portfolio. But should you be a loaner or an owner? And how do different asset classes like hotels, self-storage, and senior housing, compare? In this episode of Alternative Investments Chat, hosts Erin and Erica sit down with real estate expert Sandy Simmons to break down the pros, cons, and hidden challenges of real estate investing.
Listen to learn:
đč The difference between being a loaner vs. an owner in real estate investing
đč The 3 Terrible Tâs every investor needs to consider
đč Why self-storage and hotels are some of the best inflation hedges
đč The surprising ways real estate adapts in economic downturns
If you're looking to build wealth through real estate without getting buried in risk and liability this episode is for you. Learn how to make informed decisions, avoid common pitfalls, and structure your investments for long-term success. Listen now to get the full breakdown!
M2i's Website: https://m2i.com/building-your-retirement-future-diversify-adapt-and-thrive/
Connect with M2i on Instagram: https://www.instagram.com/discoverm2i/
Connect with M2i on Facebook: https://www.facebook.com/share/1BKx892o2v/?mibextid=wwXIfr
Connect with M2i on LinkedIn: https://www.linkedin.com/company/discoverm2i?trk=public_post_feed-actor-image
Connect with Sandy on LinkedIn: https://www.linkedin.com/in/sanfordsimmons/]
Sandyâs Realtor Website: https://www.bhhsaz.com/real-estate-agent/14877/sanford-sandy-simmons]
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Your ticket to previously exclusive investments is here, are you ready? Technology and innovative financial products are transforming the alternative investment landscape. Hosts Erin and Erica explain how investors can now access investment opportunities like private equity, real estate, and art through new platforms and structures like feeder funds, interval funds, and tokenized shares. Learn about the ways industry giants are adapting their offerings to serve individual investors and the tools and platforms making alternative investments accessible to everyone.
Why companies are staying private longer & what it means for investorsGame-changing platforms for fractional investments and crowdfundingNew investment structures making alternatives accessibleWhether you're curious about investing in private equity, real estate, art, or even litigation finance, this episode shows you how technology is democratizing these exclusive opportunities for individual investors.
https://m2i.com/
https://www.instagram.com/discoverm2i/
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https://caia.org/next-decade
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A massive $30 TRILLION wealth transfer is coming and women are taking the lead! In this episode, Erin and Erica discuss the biggest financial shift of this generation and what it means for the future of investing.
Find out more about:
Why millennial women are set to inherit the bulk of boomer wealthThe surprising truth about women's investing styles vs. men'sImpact investing trends that are reshaping portfoliosGreen bonds, affordable housing, and other alternative investments driving changeWhy the "women aren't interested in finance" myth isn't trueThe episode also addresses the historical barriers women have faced in finance. Until the 1970s, women needed a male signature just to get a credit card! Now, they're about to control the majority of U.S. wealth. Advisors will need to adjust through education, empathy, and understanding of women's unique investment goals and risk tolerances, to be ready to serve this growing demographic.
For Financial Advisors:
Advice for connecting with female clientsUnderstanding risk tolerance differencesBuilding trust with first-time investorsCreating impact-focused portfolioshttps://www.instagram.com/discoverm2i/
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https://m2i.com/building-your-retirement-future-diversify-adapt-and-thrive/
Source: Forbes Report on Generational Wealth Transfer
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Millennials are ditching traditional investment strategies in favor of alternative optionsâbut why? In this episode of Alternative Investments Chat, hosts Erin and Erica dive into the key factors driving this shift, from distrust in conventional institutions to a growing preference for crowdfunding, real estate, crypto, and socially responsible investing. Discover how technology empowers millennials to take control of their financial future and personalize their portfolios. Plus, weâll highlight the platforms and leaders shaping this movement. Tune in now to learn how these trends could impact your own investment strategy!
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In this episode, Erin and Erica discuss the unique financial journey of those born between 1965 and 1980, Generation X. Often called "latchkey kids," Gen Xers grew up navigating economic uncertainty, soaring tuition costs, and fluctuating job markets. Today, theyâre rethinking traditional retirement plans, balancing the challenges of supporting their children and aging parents, and adapting to rising costs of living and extended lifespans. Join us as we explore why Gen X is increasingly turning to alternative investments, from cryptocurrency and rental properties to socially responsible investing and private equity. Learn the keys to balancing risk and reward, managing portfolio liquidity, and planning for a secure financial future. Whether you're considering diversifying your portfolio or seeking modern strategies for long-term wealth building, this episode provides actionable insights tailored for the generation that has seen it all.
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In this episode, Erin and Erica shine a spotlight on the remarkable women shaping the financial sector: Cathie Wood, the driving force behind ARK Investâs focus on disruptive innovation; Abigail Johnson, the trailblazing CEO of Fidelity Investments who introduced cryptocurrency in its early days to one of the most traditional firms in the field; and Sallie Krawcheck, co-founder of Ellevest, a platform empowering women to close the gender investment gap. Join us as we discuss their groundbreaking contributions, how theyâve redefined the industry, and what their success means for the future of women in finance.
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Join hosts Erin and Erica as they dive into the world of debt offerings, debunking five of the most common misconceptions about this form of financing. They start by clarifying that debt offerings are not exclusive to large corporations, all sizes of companies can benefit. While the process may seem complex or costly, seeking legal guidance to ensure compliance can make it manageable and advantageous. Contrary to the myth that debt overburdens companies, the hosts explain how âgood debtâ can strategically fuel growth when used wisely. Dispelling the notion that debt limits financial freedom, Erin and Erica highlight the flexibility of debt terms, competitive interest rates, and the ability to maintain full ownership of the company. By reframing debt as a form of leverage, they show how borrowing can alleviate cash flow strains and drive profitability. Whether youâre a small business owner, an investor, or simply curious about how companies raise capital without giving up equity, this episode offers practical insights and expert advice on leveraging debt for growth.
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In this episode, Erin and Erica dive into the essential strategies for successfully marketing debt offerings, a key tool for raising capital without sacrificing equity. They explore the importance of effective marketing in attracting the right investors, securing favorable terms, and enhancing market perception. Listeners will gain insights into identifying and targeting the right investors, from institutional players to high-net-worth individuals and personal connections, and how to effectively communicate the benefits of the offering. The conversation also covers practical marketing techniques, including networking, roadshows, leveraging social media, and crafting compelling narratives to highlight your offeringâs unique value. Along with discussing the role of alternative investments in diversifying portfolios, the episode stresses the importance of maintaining strong investor relations to foster trust and encourage future investments. Perfect for business owners, financial advisors, and entrepreneurs, this episode offers invaluable guidance on raising capital through debt offerings while navigating the complexities of the investment world.
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In this episode, Erin and Erica dive into the essential strategies for successfully marketing debt offerings, a key tool for raising capital without sacrificing equity. They explore the importance of effective marketing in attracting the right investors, securing favorable terms, and enhancing market perception. Listeners will gain insights into identifying and targeting the right investors, from institutional players to high-net-worth individuals and personal connections, and how to effectively communicate the benefits of the offering. The conversation also covers practical marketing techniques, including networking, roadshows, leveraging social media, and crafting compelling narratives to highlight your offeringâs unique value. Along with discussing the role of alternative investments in diversifying portfolios, the episode stresses the importance of maintaining strong investor relations to foster trust and encourage future investments. Perfect for business owners, financial advisors, and entrepreneurs, this episode offers invaluable guidance on raising capital through debt offerings while navigating the complexities of the investment world.
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In this episode, hosts Erin and Erica dive into the essentials of retirement planning, sharing expert insights to help you secure your financial future. They break down everything from understanding Social Security benefits and retirement age options to creating a balanced investment portfolio that evolves with your needs. Erin and Erica explore traditional and alternative investment strategies, including 401(k)s, IRAs, real estate, and bonds, highlighting how these tools can provide stability and growth. Whether youâre just starting to save or reevaluating your strategy, this episode offers actionable advice to help you build a plan tailored to your goals. Tune in for more!
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Dive into the world of commodities in this insightful episode! Learn what commodities are, from raw materials like metals and energy to agricultural goods like wheat and coffee. Erin and Erica break down the categories: energy, agriculture, and metals, and explore how markets like the Chicago Board of Trade and the New York Mercantile revolutionized global trading. Discover the role of futures contracts, the benefits and risks of investing in commodities, and how they can hedge against inflation and market volatility. Whether you're curious about gold, oil, or even avocado toast, this episode has something for everyone!
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Join hosts Erin and Erica as they break down Real Estate Investment Trusts (REITs), which are companies that own or finance income-generating properties like apartments, offices, and warehouses. Modeled after mutual funds, REITs let interested parties invest in real estate and earn passive income without owning or managing properties. The legislation creating REITs was a breakthrough that allowed the average American to have the option to build wealth in ways previously only reserved for the ultra-rich. Listen to learn about different types of REITs, how they work, and why they can be a great way to diversify your portfolio!
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Have you ever wondered how crowdfunding works? Follow along as Erin and Erica break down Regulation CF and Regulation A, the SEC rules that have revolutionized the way small businesses and startups raise capital. These alternative pathways to capital formation offer access to financing that is often difficult for small to medium businesses to acquire. Explore how these rules streamline the fundraising process, providing flexibility and market access for emerging businesses while ensuring compliance.
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