Invest Like a Billionaire
The insider’s guide to alternative investing. Each week, join Aspen Funds’ Bob and Ben Fraser to hear the latest insights from the world of alternative investing. We’ll give you an inside look at the portfolios of everyday millionaires who are making real returns and passive income through alternative investments in real estate, private equity, hedge funds, and more. And we’ll keep you up-to-date with market news, macroeconomics and investable megatrends so you can invest with confidence. Find out more at https://www.thebillionairepodcast.com/ or join us at https://aspenfunds.us/
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The Truth About Whole Life Insurance: Experts Debate (Part 2 of 2)
<p>Is infinite banking a smart wealth strategy or just well-marketed?In Part 2 of this two-part debate, Ben and Bob continue their conversation with Caleb Guilliams ( @BetterWealth ) and Jim Dew ( @DewWealth ) Together, they unpack the realities of infinite banking and whole life insurance. Ben shares his own experience implementing these strategies, while the group debates the math, tradeoffs, and why infinite banking is often oversold to investors.Thinking about adding infinite banking to your financial plan or wealth strategy? This episode is packed with expert insights and real-world lessons.</p><p><br></p><p>Have more questions, or want more reso...
Oil Prices & Venezuela: What Investors Need to Know for 2026
Everyone’s talking about Venezuela oil and global oil prices - but what does it really mean for investors in 2026?Venezuela has the world’s largest proven oil reserves, but output remains low due to sanctions, underinvestment, and outdated infrastructure. In this episode, Ellis, Bob & Ben cut through the headlines to explain the real impact of Venezuela on the global oil market.Discover: • Why Venezuela’s oil won’t move prices in the short term • Hidden forces shaping global oil supply • How Russia, Iran, and other key players could influence markets • What the headlines got right — and what they missedHave more questions, or...
The Truth About Whole Life Insurance: Experts Debate (Part 1 of 2)
<p>Is whole life insurance a smart investment strategy or an expensive mistake?</p><p>In Part 1 of this two-part deep dive, Ben and Bob sit down with financial experts Caleb Guilliams (Better Wealth) and Jim Dew (Dew Wealth Management) to break down the truth about whole life insurance and infinite banking.</p><p>They explain whole life insurance, compare whole life vs term life insurance, reveal what makes a strong life insurance policy, highlight common mistakes, and show when these strategies benefit your wealth, and when they don’t.</p><p>Investors and entrepreneurs: this two-part series gives you th...
Aspen’s 2025 Capital Allocation Strategy: Where We Invested & Why
<p>Ben & Bob join Ellis Hammond to look back on a landmark year in which Aspen deployed approximately $140 million in capital. We walk you through our biggest verticals to see how oil & gas, debt & credit, and multifamily fared this year. And we share some strategies we’re bringing into 2026.</p><p>Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. </p><p>Check out Ben & Bob’s company and invest along at https://aspenfunds.us/</p><p><br></p>
Real Estate in Limbo: 2026 Outlook with CBRE’s Spencer Levy
<p>Spencer Levy, a Senior Economic Advisor at CBRE, has been watching this dynamic year in real estate closely. He joins Ben & Bob today to share his hot takes on where 2026 is going to take us: what cities he has his eyes on, market trends, interest rates, and the political landscape’s impact on real estate. </p><p>We go through the four pillars of real estate: industrial, retail, multifamily and office. </p><p><br></p><p>Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. </p><p><br>Ch...
I sold my business for 8 figures… now what? with David Neidig
<p>David Neidig recently had a liquidity event, selling his family business. So suddenly, he’s shifted from a business owner mindset to an investor mindset. We dig into how he’s making that leap and why he’s going for alternatives. </p><p>Plus, we get to hear about his unique sale: he sold the business via an ESOP (Employee Stock Ownership Plan). </p><p>Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. </p><p>Check out Ben & Bob’s company and invest along at https://aspenfunds...
Must Know Metrics When Evaluating an Investment
<p>Ever wondered how to review an underwriting file in 10 minutes or less? In this Part 2, Ben Fraser shares shortcuts and guidelines for evaluating multifamily opportunities.</p><p>Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. </p><p>Check out Ben & Bob’s company and invest along at https://aspenfunds.us/</p><p><br></p>
How to review an underwriting file in 10 mins or less
<p>Your essential guide to reviewing an underwriting file. Join Ben Fraser as he shares shortcuts and guidelines for evaluating multifamily opportunities.</p><p>Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. </p><p><br>Check out Ben & Bob’s company and invest along at https://aspenfunds.us/</p>
The state of multifamily today with Ken McElroy
<p>Ken McElroy and Bob Fraser took questions from a live audience at an Invest Like a Billionaire book launch event this summer. We’re bringing that Q&A to the feed because it has a lot to say about the current state of real estate, especially multifamily, from two experienced real estate investors. </p><p>Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. </p><p>Check out Ben & Bob’s company and invest along at https://aspenfunds.us/</p><p><br></p>
How U.S. Trade Policy Is Shaping New Investment Opportunities in Industrial w/ CBRE Executive VP Christian Perez Giese
<p>Christian Perez Giese is an industrial broker based right at the Texas/México border, so he has a front row seat as reshoring and nearshoring boom. He serves as the director of the CBRE El Paso & Cd. Juárez office, and his clients include global manufacturing and logistics firms. </p><p>He has worked on both sides of the border so he has a 360 degree view of the local and global markets that affect global supply chains.</p><p>Christian joins the podcast this week to talk about what he’s seen over his decades in the industry, and w...
