Best AltInvestingMadeEasy LLC Podcasts (2025)

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E62: Middle Market M&A: How Founders Maximize Exit Value with Tim Mueller 29:41

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4d ago29:41

29:41

Discover how Middle Market M&A really works and what founders must do to maximize exit value in the $5M–$40M lower middle market. In this episode, M&A advisor Tim Mueller of IT ExchangeNet breaks down how private equity, search funds, and strategic buyers evaluate companies and negotiate deals. You’ll learn how to prepare for a sale, avoid earn-out…

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#61 Inside Ballard Global’s Private Credit Investing Strategy 35:38

11d ago35:38

35:38

Private credit doesn’t have to be mysterious—or risky. In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders sit down with Mike Barker and Rick Parmiter of Ballard Global to uncover how private credit delivers consistent returns without the volatility of public markets. Learn how Ballard’s values-driven model, dive…

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E60: Inside Dubai Deals - How Capital Actually Moves in the UAE 37:17

18d ago37:17

37:17

For Investors Exploring Cross-Border Opportunities: How Raising Capital in the UAE Really Works Dubai is often seen as a place of limitless wealth and easy capital—but the reality of raising money in the United Arab Emirates is far more structured and relationship-driven than most realize. In this episode, international attorney Sarah Florer sits d…

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E59: How to Become Investor-Ready: Fundraising & Investor Relations Strategies for Alternative Investments 36:40

25d ago36:40

36:40

Discover how fund managers go from overlooked to investor-ready in this episode of Alt Investing Made Easy. Guest expert Laura Oslick, founder of Stella Polare Advisors, reveals proven fundraising strategies, investor relations best practices, and the operational playbook every manager needs to attract sophisticated capital. Whether you’re raising …

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E58: Capital Raising Made Easy - How Real Advisers Capital Helps Issuers Attract Investors 21:38

1M ago21:38

21:38

In this episode, hosts Sarah Florer and Roland Wiederaenders unveil Real Advisers Capital—a new platform designed to simplify private capital raising. Together with marketing strategist Anthony Carrano and videographer Mark Caddell, they merge legal expertise, compliance, and digital marketing to help issuers attract and retain investors under Rule…

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E57: Estate Planning Simplified: Protecting Your Family, Your Legacy, and Your Peace of Mind with Eric Bean, FBFK Law 40:14

1M ago40:14

40:14

Discover simple, strategic steps to protect your wealth, secure your legacy, and prevent family conflict through smart estate planning with expert insights from attorney Eric Bean. Estate Planning Made Easy: Protect Your Legacy and Family Peace of Mind Most people think estate planning is only for the ultra-wealthy. In this episode, Eric Bean, atto…

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#56: Maximize Returns with Legal Due Diligence - Reduce Risk, Close Better Deals 40:59

2M ago40:59

40:59

Legal Due Diligence: Protecting Returns in Alternative Investing Legal due diligence isn’t just paperwork — it’s profit protection. In this episode, attorney Javier Aranda of FBFK Law joins hosts Sarah Florer and Roland Wiederaenders to explain how early legal strategy can prevent costly mistakes, protect investor capital, and strengthen deal struc…

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#55 Qualified Small Business Stock (QSBS) Explained: How Section 1202 Creates Tax-Free Business Exits 35:40

2M ago35:40

35:40

How Qualified Small Business Stock Creates Tax-Free Business Exits Discover how Qualified Small Business Stock (QSBS) can unlock tax-free exits for founders and investors. In this episode, attorney Dan Baucum of FBFK Law breaks down the tax rules, timelines, and strategies behind Section 1202. Learn how to structure your investments, maximize capit…

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#54 Venture Capital Investing: How Women-Led Startups Drive Innovation & Returns 38:02

2M ago38:02

38:02

Summary How True Wealth Ventures empowers women-led companies to transform health and sustainability through venture capital. In this episode of Alt Investing Made Easy, Dr. Sara T. Brand, co-founder of True Wealth Ventures, shares how her fund invests exclusively in women-led companies improving environmental and human health. Discover why these s…

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E53: Commercial Real Estate Investing Explained - Diversified Funds for Stable Monthly Cash Flow 36:22

2M ago36:22

36:22

Diversify smarter: stable, passive income through commercial real estate funds. Commercial real estate doesn’t have to be complicated. In this episode, Zane Schartz of Freedom Commercial Real Estate breaks down how diversified net-lease funds can generate stable monthly cash flow while minimizing risk. Whether you’re reallocating capital or expandi…

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E52: Opportunity Zones 2027 - Fund Strategies for Tax-Free Growth 56:57

2M ago56:57

56:57

Discover how Opportunity Zones can help you defer taxes, boost returns, and diversify your portfolio while fueling community growth. In this episode of Alt Investing Made Easy, attorney and Opportunity Zone expert Gerry Reihsen breaks down complex tax rules into practical, actionable strategies. Whether you’re planning a major exit in 2026 or explo…

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Unlocking Wealth - The Power of Alternative Investments with Carlos Lowenberg 41:27

2M ago41:27

41:27

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Carlos Lowenberg, founder of Masterpiece Capital. The conversation explores the importance of transformational relationships in wealth management, the significance of alternative investments, and the democratization of capital. Carlos shares insights…

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E:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial Partners 30:56

3M ago30:56

30:56

In this episode of Alt Investing Made Easy, Charles Heinzelman discusses premium finance, its benefits for high net worth individuals, and the importance of tax planning. He shares insights on networking, compliance in finance, and lessons learned from the financial crisis. Charles emphasizes the significance of personal philosophy in professional …

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E49: Unlocking Small Business Success with Wade Bruffey 42:00

3M ago42:00

42:00

In this episode, Wade Bruffey from Main Street Securities discusses the growing asset class of small business acquisitions, emphasizing the importance of owner-operators and the financing landscape. He shares insights from his personal journey in the industry and highlights the role of his company in supporting entrepreneurs in their acquisition en…

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E48: Unlocking the Secrets of Crypto Lending with Hunter Albright 41:15

3M ago41:15

41:15

In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders engage in a comprehensive discussion with Hunter Albright from Salt Lending about the nuances of secured and unsecured lending, particularly in the context of cryptocurrency. They explore the importance of financial literacy in wealth building, the role of digital ass…

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E47: Fiduciary Duties with Dan Bitting 39:48

4M ago39:48

39:48

Summary In this episode of 'Alt Investing Made Easy', hosts Sarah Florer and Roland Wiederaenders interview Dan Bitting, an attorney and shareholder at FBFK Law, discussing the intricacies of fiduciary duties in law, particularly in the context of alternative investing. The conversation explores various aspects of fiduciary responsibilities, the im…

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E46: Investment Management Law with George Lee with FBFK Law 34:51

4M ago34:51

34:51

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview George T Lee, a seasoned attorney specializing in investment management and family offices. The conversation covers George's background as a third-generation attorney, the evolution and institutionalization of family offices, the complexities o…

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E45: Family Office Insights with Jonathan Tuttle 31:15

4M ago31:15

31:15

In this episode of Alt Investing Made Easy, Jonathan Tuttle shares his experiences traveling through Southeast Asia and discusses the growing trend of family offices in the region. He delves into his background in real estate and podcasting, explaining how he became involved with family offices and the unique challenges they face. The conversation …

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E44: Fostering Community Among Real Estate Investors with Joe Fairless of Ashcroft Capital 33:53

4M ago33:53

33:53

Summary: In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Joe Fairless from Ashcroft Capital. Joe shares his journey from advertising to real estate, discussing the dynamics of the multifamily market, the impact of rising interest rates, and the importance of relationships in securing deals. He also hi…

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E43: Meet Kyle Ferguson and The FBFK Way 40:36

5M ago40:36

40:36

Summary: In this episode of Alt Investing Made Easy, Kyle Ferguson, founder of FBFK Law, shares insights into the values and principles that guide his law firm. He discusses the importance of empathy, culture, and leadership in creating a successful legal practice. The conversation explores the FBFK Way, a set of principles that emphasize responsiv…

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E42: Invest in Buda Neighborhood Retail with Frank Navarro and Tim Dowling 42:03

5M ago42:03

42:03

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Tim Dowling and Frank Navarro, discussing their investment opportunity in a mixed-use “neighborhood’”retail project in Buda, Texas. The conversation starts with an introduction and conversation about Frank and Tim’s background in commercial r…

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E41: A Conversation about the Five Capitals 46:47

5M ago46:47

46:47

Summary In this episode, Sarah Florer and Roland Wiederaenders explore the concept of the five capitals, a framework for understanding wealth beyond just financial matters. They discuss human, intellectual, social, spiritual, and financial capital, emphasizing the importance of each in building generational wealth and fostering well-being within fa…

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E40: Meet Bryan Hancock and the Texas Freedom Fund 31:54

6M ago31:54

31:54

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview Brian Hancock about his Texas Freedom Fund, an oil and gas investment fund. Brian shares his background in real estate and engineering, his transition into oil and gas investing, and the unique opportunities and tax benefits associated with thi…

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E39: Passive Investing Mastery - Interview with Patrick Grimes 42:55

6M ago42:55

42:55

Summary In this conversation Roland and Sarah from Alt Investing Made Easy introduce Patrick Grimes, of Passive Investing Mastery, who discusses his journey into alternative investments, emphasizing the importance of capital preservation and recession resilience. Patrick shares a passion with Sarah and Roland for providing education about alternati…

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E38: Invest with Commodore Group Holdings and Rohit Sood 6:13

6M ago6:13

6:13

In this mini-episode from Alt Investing Made Easy we meet Mr. Rohit Sood who presents accredited investors with an investment opportunity with Commodore Group Holdings LP, a Delaware limited partnership focused on long-only quality investing in high-quality US equities. Rohit discusses the investment philosophy of approaching shareholding while ‘Th…

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E37: Think like an Owner: Meet Commodore Group Holdings and Rohit Sood 38:16

6M ago38:16

38:16

Summary Hosts Sarah Florer and Roland Wiederaenders welcome Mr. Rohit Sood of Commodore Group Holdings, which uses a hedge fund strategy focused only on taking long positions. In this episode from Alt Investing Made Easy we hear from Rohit as he shares his unique journey starting out as a trained engineer and then transitioning into finance and inv…

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E36: Invest in Flex Industrial with Land Play by Alec McElhinny 5:32

6M ago5:32

5:32

Summary In this episode of ALT Investing Made Easy, Alec McElhinny shares an investment deal he is offering in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of investing in flex space, and the importance of lease structures in commercial real…

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E35: Flex Industrial - Meet Alec McElhinny with Land Play 38:52

6M ago38:52

38:52

Summary In this episode of ALT Investing Made Easy, Alec McElhinny shares his journey from being an actuary to becoming a commercial real estate investor. He discusses his current project in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of in…

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E34: Revisit Episode 1: Intro to Alternative Assets - Deep Dive into the Regulatory Framework 34:04

7M ago34:04

34:04

Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the regulatory framework governing securities, focusing on the Securities Act of 1933 and its implications for private offerings. They discuss the importance of Regulation D, the role of accredited investors, and the concept of materiality in disclo…

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E33: Invest in Private Equity with Mark Flickinger of BIP Capital 6:20

7M ago6:20

6:20

Summary In this episode of Alt Investing Made Easy, Roland and Sarah interview Mark Flickinger, General Partner and COO of BIP Ventures. Mark discusses the launch of their new investment product, BIP Ventures Evergreen BDC, which aims to provide accredited investors with easier access to private equity markets. He elaborates on their investment phi…

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E32: Meet Mark Flickinger and the BIP Ventures Evergreen Funds 45:22

7M ago45:22

45:22

Summary Today in this Episode of Alt Investing Made Easy hosts Sarah Florer and Roland Wiederaenders welcome Mark Flickinger from BIP Ventures to discuss investing in operating business through private equity, one of the classes of alternative investments. Mark is highly experienced and shares special insights developed from his background in compe…

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E31: Everything You Need to Know About the Capital Stack 39:54

7M ago39:54

39:54

Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the concept of the capital stack, explaining its significance in investment decisions. They break down the layers of the capital stack, including debt, mezzanine debt, preferred equity, and common equity, discussing the risks and returns associated …

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E30: Wealth Planning - Interview with Carlos Cardenas of Austin Wealth Management 40:59

7M ago40:59

40:59

Summary In this episode of Alt Investing Made Easy, Roland and Sarah speak with Carlos Cardenas from Austin Wealth Management, who discusses the critical role of strategic planning in wealth management, including in times of turbulence. He shares his journey from being an art dealer to becoming a wealth advisor, emphasizing the importance of unders…

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E29: Invest in Private Equity with Corn Board Manufacturing, Inc. 39:53

8M ago39:53

39:53

Summary In this episode of Alt Investing Made Easy, Lane Segerstrom, CEO of Corn Board Manufacturing, shares his journey as an inventor and entrepreneur. He discusses the innovative process of creating corn board from agricultural byproducts, the environmental benefits of this sustainable material, and the unique business model of leasing pallets. …

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E28: Invest in Retail Commercial Real Estate - Interview with Dr. Ruchir Patel and Dr. Rahul Damani 41:37

8M ago41:37

41:37

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Dr. Rahul Damani and Dr. Ruchir Patel, both practicing physicians who have ventured into real estate investing through their company, Eureka Investing. They discuss their backgrounds, the journey that led them to invest in real estate, and th…

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E27: Invest in Sound Curves, led by NASA Apollo Engineer, Jim Skaggs 36:36

8M ago36:36

36:36

Summary In this episode, Jim Skaggs shares his extensive experience in leadership and entrepreneurship, discussing key lessons learned from his time on NASA’s Apollo Space program and his successful turnaround of various companies. He emphasizes the importance of decision-making, mentorship, and teamwork in leadership. Additionally, Jim introduces …

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E26: Revisit E1 Intro to Alternative Assets - Deep Dive into Due Diligence Basics 40:00

9M ago40:00

40:00

Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the essentials of due diligence for alternative assets. They discuss the significance of the Private Placement Memorandum (PPM), the Operating Agreement, and the Subscription Agreement, emphasizing the importance of understanding the terms and condi…

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E25: Invest in Motorsports Racing with Ryan Shehan Racing 49:58

9M ago49:58

49:58

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview Ryan and Doug Sheehan of RBS Motorsports. They discuss Ryan's journey in racing, the dynamics of family involvement in business, and the investment opportunities available in motorsports. The conversation covers Ryan's growth as a driver, the i…

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E24: The Long Story Part 2 - Interview with Larry Powell of LP Institutional, Inc. 44:19

9M ago44:19

44:19

Summary In this conversation, Larry Powell shares his insights on evaluating investment managers, emphasizing the importance of maintaining control over assets, understanding the differences between managed accounts and commingled funds, and the necessity of thorough due diligence. He discusses the evolution of investment platforms, the significanc…

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E 23: Revisit Intro to Alternative Assets - Deep Dive into Investment Structures 34:03

9M ago34:03

34:03

Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders provide a comprehensive overview of alternative assets, focusing on various business entities and their implications for investors. They discuss the importance of understanding investment structures, including corporations, limited liability companies, limited…

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E22: Revisit Intro to Alternative Assets - Deep Dive into Securities 32:30

9M ago32:30

32:30

Summary In this episode of 'Alt Investing Made Easy', hosts Sarah Florer and Roland Wiederaenders revist the topic from episode 1, and delve into the world of alternative assets, focusing on the definitions and types of securities, the distinctions between public and private securities, and the various categories of private investments. They emphas…

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E21: "The Long Story" Part 1 - Interview with Larry Powell of LP Institutional, Inc. 1:13:51

10M ago1:13:51

1:13:51

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Larry Powell of LP Institutional, Inc., a seasoned investment management professional. The conversation delves into Larry's extensive background in the investment industry, his experiences with alternative assets, and the evolution of investment …

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E20: Reflections and Aspirations for 2025 1:09:02

10M ago1:09:02

1:09:02

In this episode, Sarah Florer and Roland Wiederaenders reflect on their journey with the podcast 'Alt Investing Made Easy,' discussing their achievements, future goals, and the importance of building relationships in the realm of alternative investments. They explore the philosophy of wealth, emphasizing the significance of holistic wealth that enc…

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E19: Real Property and 1031 Exchange with Jason Gorman, Attorney 51:04

10M ago51:04

51:04

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders are joined by attorney Jason Gorman from Grable Martin PLLC. They discuss Jason's extensive background in real estate law, the intricacies of title insurance, and the importance of understanding 1031 exchanges in real estate transactions. The conversation delves…

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E18: Chattanooga Multifamily Investment with Chad King, CEO, Titan Capital 54:19

10M ago54:19

54:19

In this episode of Alt Investing Made Easy, Chad King of Titan Capital shares his journey in real estate, emphasizing the importance of partnerships, effective marketing strategies, and the significance of selecting the right deals. He discusses his current investment opportunity in Chattanooga, Tennessee, and introduces the Deal Flow Creator softw…

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E17: Oil and Gas Alternative Investments with Jace Graham, CEO, Rising Phoenix Capital 59:11

11M ago59:11

59:11

In this conversation, the hosts discuss the intricacies of oil and gas investments with Jace Graham from Rising Phoenix Capital. They explore the evolution of drilling technology, the geographic scope of oil and gas investments, and the tax advantages associated with these investments. Jace shares insights on diversifying portfolios with energy inv…

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E16: Qualitative Estate Planning - Interview with David Claflin, Attorney 1:07:39

11M ago1:07:39

1:07:39

In this conversation, Sarah Florer, David Claflin, and Roland Wiederaenders delve into the intricacies of estate planning, focusing on the qualitative aspects that often get overshadowed by quantitative measures. David shares his unique journey into estate planning, emphasizing the importance of understanding the 'why' behind wealth transfer. The d…

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E15: Charitable Giving - Interview with Julia Helgeson of the Joyful Child Foundation 5:57

12M ago5:57

5:57

In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders discuss the importance of charitable giving, particularly during the holiday season, with Julia Helgeson from the Joyful Child Foundation. Julia shares her journey into nonprofit work, the foundation's mission to protect children, and the various programs they offer. …

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E14: AIME Management Entity FAQ - Organizing an Asset Management Company 10:25

12M ago10:25

10:25

In this episode of Alt Investing Made Easy, hosts Roland and Sarah discuss the complexities of alternative investing, particularly in commercial real estate. They delve into the importance of selecting the right structure for the manager of the investment company, the implications of state tax laws, and the necessity of clear governance in manageme…

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E13: AIME Fund FAQs - Single Asset Syndication vs. Open-Ended Funds 32:56

12M ago32:56

32:56

In this episode of Alt Investing Made Easy, hosts Roland and Sarah delve into the differences between open-ended funds and single asset funds, particularly in the context of commercial real estate. They discuss the advantages of open-ended funds, such as flexibility and diversification, while also addressing the importance of cash management, inves…