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Season 1

Sept. 7, 2021

E47: Framing Your View of An Investment with Eliot Bencuya

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...

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Aug. 10, 2021

E46: A Lifetime of Learning with Jeremy Thomason

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...

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Aug. 3, 2021

E45: Raising Questions In Order To Raise the Bar with Mathew Owens

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...

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July 27, 2021

E44: Strategic Business Development & Leadership with Michael Dershem…

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 ...

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July 20, 2021

E43: Changing the Face of the Industry with Kaylee McMahon

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...

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July 13, 2021

E42: Investing in Your Education with Patricia Red Hawk, MD

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 ...

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June 22, 2021

E41: Making Quality Connections That Last with David Geldart

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...

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May 24, 2021

E40: Becoming Top Dog at Any Stage of Investing with Bill Manassero

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 …

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May 18, 2021

E39: Building a Lifestyle Business Through Real Estate Investing with…

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 …

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April 27, 2021

E37: Navigating Economic Cycles with William Bonati

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...

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April 13, 2021

E35: How Innovative Thinking Can Grow Your Business with Rick Allen

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...

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April 6, 2021

E34: How Experience Leads to Growth with Chirag Hathiramani

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....

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March 23, 2021

E33: Planting Seeds to Grow Your Wealth with Alina Trigub

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 …

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March 2, 2021

E32: Turning Investment Dreams into Realities with Larry Steinhouse

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 …

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Feb. 23, 2021

E31: Addressing Financial Goals at Any Stage of Life with Vincent J C…

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...

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Jan. 26, 2021

E30: Investing vs Speculating: How Do You Know the Difference? With P…

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 …

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Jan. 18, 2021

E29: Accounting for Favorable Investments with Brian Adams

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...

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Dec. 29, 2020

E28: Investments Near & Far with Ashley Wilson

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...

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