Season 1

At all stages, an investment can be viewed as a series of checklists. Whether it’s conducting due diligence, determining if an asset type will diversify your portfolio, or even if you have the means to invest in a new venture...

Every investors’ journey is defined by their past experiences. These experiences can teach us a great deal about how to become better investors, financers, and eventually, even leaders. Each and every accomplishment is a prod...

As we have discussed with many established investors like today’s guest, Mathew Owens of OCG Properties, the desire to learn, grow, and expand never stops for an investor and entrepreneur. Mathew began his journey studying ac...

Knowing the key steps for planning and strategizing can make all the difference for developing and managing a business that can truly grow. But how does one lay out a successful strategy, ensure growth, and raise the capital ...

When getting into investing, or investing in a syndication or fund for the first time, it’s crucial to know who you’re investing with, and if their goals align with yours. Are you someone who wants to know that their syndicat...

We hear a lot about the benefits of building wealth, diversifying our assets, and passive income, but how can we determine the makeup of our investment portfolios? Where should my first investment funds go, and where should ...

We often hear that so much of business and success can be attributed to “who you know”, or the relationships we form along the way. But how do you grow, maintain, and strengthen relationships between businesses, partners, inv...

There is no such thing as “too early” when it comes to planning for retirement, but what do we do when it feels like we’re “too late”? Regardless of if you are in your twenties and new to the investment …

In life, it can be hard to accept change. We may go to school, get a degree, and find that once in the workforce, we are not fulfilled by the career we have chosen. How do we navigate changing our …

One of the benefits of investing in alternative assets versus traditional investments like stocks, bonds, and mutual funds is the hands-on tangibility of those assets. The market volatility is unpredictable, and largely out o...

When starting a business, fund, or any investment opportunity, it is important to not only understand your investment, conduct your due diligence, and choose the right partners and investors, but to also understand how your i...

For many prospective, new, and even seasoned investors, gaining experience is crucial for building a reputation and expanding your knowledge of investing, but for many, it is also considered to be a key for financial freedom....

No investor is truly alone on their journey. Whether it is the inspiration of a mentor, or an established investor who has paved the way for others, or even someone online posting in a forum, there is a broad community …

Every great investor story starts with a dream. Having a passion for what you do and a desire to learn and improve are parts of the journey all investors work toward in order to make their dreams a reality. But …

Before we can accomplish our financial goals, it is important to clearly establish what these goals are and create a plan to execute and achieve them. These goals may change at any point in your financial journey. Whether you...

At any stage in your investment career, perhaps one of the most illuminating, honest, and challenging questions to ask yourself is, “Why?” Why am I choosing this investment? Why am I starting this fund? Why do I want to take …

On any road, there are pathways that can lead to new routes and new discoveries. For many successful investors, following their early passions is often what leads them to discovering the joys and benefits of alternative inves...

As a new investor looking to understand alternative investments, information is always at your fingertips...but sometimes, the sheer amount of it all can leave your head spinning. Nowadays, resources are everywhere, and wheth...