Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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Modern Portfolio Theory Podcasts

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Podcasts Archives - Revere Asset Management
Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates
PodcastsThe Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.
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The Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.
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The Urban Property Investor podcast with host Sam Saggers brings together the latest news, strategies and ideas to help grow your personal wealth from investing in real estate. With a major premise to help you join the 1% of people who achieve financial independence, Sam Saggers advocates ways to replace your income, invest in property and retire rich using trends that form part of the urban landscape. The Urban Property Investor Podcast uncovers answers to the critical “what” “why” “where” ...
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Welcome to the Slay Your Financial Giants Podcast, a show where personal finance meets purpose with financial planner and author Trent Benedetti. A career spanning decades in the financial world, Trent brings unique blends of modern financial principles and deep Biblical wisdom, helping listeners conquer their biggest financial challenges while staying true to their core beliefs. Trent Benedetti, the founder of Benedetti Financial, is a licensed Certified Public Accountant and Certified Fina ...
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E:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial Partners
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30:56In 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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This week we dig into the essential productivity laws that govern real estate investment. We discuss various principles such as the Peter Principle, Pareto Principle, Gore's Law, Parkinson's Law, and more. Emphasizing their significance in making informed investment decisions. It’s crucial having a trusted team to navigate the complexities of prope…
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E49: Unlocking Small Business Success with Wade Bruffey
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42:00In 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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Scarcity in real estate can be a hidden powerplay if executed on properly. This episode explores the debate between investing in one high-quality property versus multiple lower-quality properties. Scarcity and growth potential are key factors in making sound investment decisions. Learn the powerplay and level up your investing, investing guru Sam S…
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E48: Unlocking the Secrets of Crypto Lending with Hunter Albright
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41:15In 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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This episode we crack the debate on the regional illusion. What are the better investments between urban and regional real estate? We dive deep on the importance of understanding market dynamics, the risks associated with investing in isolated communities, and the significance of demographics and economic diversity in determining growth potential. …
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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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In this episode of the Urban Property Investor, I break down the debate between new construction and existing properties from an investor's perspective. Covering off topics like economic theories, property lifecycle theory, and Tobin's Q theory, it is essential to have a plan put in place with the right knowledge backing it. If you buy property you…
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E46: Investment Management Law with George Lee with FBFK Law
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34:51
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34:51Summary 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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Why Melbourne offers great value right now for Investors
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40:58Uncover the investing treasure of Australia that is Melbourne and why it offers such great value for property owners right now! In this episode, understand market cycles, valuations, and buyer behavior. I uncover the potential for growth in Melbourne, particularly for early adopters, and the risks associated with late investment, so take notes if y…
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E45: Family Office Insights with Jonathan Tuttle
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31:15
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31:15In 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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Invert Everything to do with Property Investment
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27:31
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27:31In this episode, tackle the concept of inversion in real estate investment, and how starting with the end game in mind can change everything for the better. Investors should focus on what to avoid rather than just what to pursue, this inversion methodology can lead to better investment decisions. I cover various aspects of property investment, incl…
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E44: Fostering Community Among Real Estate Investors with Joe Fairless of Ashcroft Capital
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33:53
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33:53Summary: 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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What are the essential rules for creating wealth through real estate? Discover the importance of personal discipline, health, and relationships. We explore the interconnectedness of wealth, health, and longevity, and I share insights from various experts on how to live a fulfilling life. We also touch on overcoming shame and guilt, the significance…
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Making MONSTER Gains On Bitcoin’s Breakout So You Don’t Get ROMO! | Your Money Podcast – Episode 553
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Making MONSTER Gains On Bitcoin’s Breakout So You Don’t Get ROMO! | Your Money Podcast – Episode 553
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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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Modern Portfolio Theory & Commercial Real Estate
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51:29
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51:29Is your investing portfolio diverse? Or is it all of the same asset class? This week on the Urban Property Investor, learn about building a modern portfolio and just how that can safe guard and boost your wealth creation. We explore investing in commercial real estate, each type and their challenges. As well as what asset classes you should be look…
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In this episode, explore the intersection of AI and real estate investment, how innovation and technology is reshaping the industry and why you need to take notice. Uncover the potential of AI tools to enhance productivity, streamline property analysis, and improve investment decisions. Get all the tools you need to level up and stream line your in…
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Money within the Australian real estate market is about to have a big shift. In this episode we uncover the strategies for investing through this new market, the importance of understanding different markets, and how to effectively migrate money to maximize returns. Understand the significance of market cycles, local factors influencing growth, and…
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E42: Invest in Buda Neighborhood Retail with Frank Navarro and Tim Dowling
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42:03Summary 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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Get yourself in the right position and ahead of the next wave, the Australian real estate market is destined for another boom due to low supply and easing interest rates. A significant housing supply shortage is predicted, with 400,000 homes not being delivered by 2029. On top of that, first home buyers are ready to step into the market with low de…
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