• 184. The future of this podcast
    Dec 6 2024

    An update on what's coming up in 2025. How to invest in the Trump economy (webinar): https://streamyard.com/watch/vgmee4YE2rAU Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ ⁠⁠ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/

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    5 min
  • 183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth?
    Nov 14 2024

    Mark Kohler and Ben Fraser discuss tax strategies, asset protection, and the political landscape's impact on small businesses. They also touch on efficient business structures like the S corporation, the importance of revocable living trusts in estate planning, and the power of Roth IRAs for building tax-free wealth. Mark is the founder and board member at Direct IRA and Senior Partner at KKOS Lawyers.


    This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠⁠⁠https://aspenfunds.us/⁠⁠⁠


    Check out our latest offering in industrial real estate: ⁠⁠⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠⁠⁠


    Explore our Private Credit fund: ⁠⁠⁠https://aspenfunds.us/private-credit-fund/⁠⁠⁠


    Get in touch: ⁠⁠⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠⁠⁠


    Download our FREE 2024 Economic Forecast: ⁠⁠⁠https://www.investwithaspen.com/free-economic-report⁠⁠⁠


    Follow Aspen Funds

    LinkedIn: ⁠⁠⁠https://www.linkedin.com/company/aspen-funds/⁠⁠⁠ ⁠⁠

    Instagram: ⁠⁠⁠https://www.instagram.com/aspenfunds/⁠⁠⁠

    Facebook: ⁠⁠⁠https://www.facebook.com/aspenfunds/⁠⁠⁠


    Connect with Ben Fraser ⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠

    Connect with Mark Kohler https://www.linkedin.com/in/markjkohler/

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    38 min
  • 182. What Are Today’s Best Opportunities in Multifamily Real Estate and Private Credit?
    Nov 7 2024

    Steven Pesavento, Principal at Von Finch Capital, shares his journey in real estate, emphasizing mindset, financial strategy, and self-investment. We explore current market opportunities in multifamily real estate and private credit amidst economic shifts.


    This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠⁠https://aspenfunds.us/⁠⁠


    Check out our latest offering in industrial real estate: ⁠⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠⁠


    Explore our Private Credit fund: ⁠⁠https://aspenfunds.us/private-credit-fund/⁠⁠


    Get in touch: ⁠⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠⁠


    Download our FREE 2024 Economic Forecast: ⁠⁠https://www.investwithaspen.com/free-economic-report⁠⁠


    Follow Aspen Funds

    LinkedIn: ⁠⁠https://www.linkedin.com/company/aspen-funds/⁠⁠ ⁠⁠

    Instagram: ⁠⁠https://www.instagram.com/aspenfunds/⁠⁠

    Facebook: ⁠⁠https://www.facebook.com/aspenfunds/⁠⁠


    Connect with Ben Fraser ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠

    Connect with Steven Pesavento https://www.linkedin.com/in/stevenpesavento/

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    37 min
  • 181. Building Wealth and Reducing Tax Burdens feat. Brett Swarts
    Oct 24 2024

    This conversation with Brett Swarts explores the numerous benefits of DSTs, their role in deferring capital gains taxes beyond real estate transactions, and practical examples of people who have successfully applied this strategy.


    This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠https://aspenfunds.us/⁠


    Check out our latest offering in industrial real estate: ⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠


    Explore our Private Credit fund: ⁠https://aspenfunds.us/private-credit-fund/⁠


    Get in touch: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠


    Download our FREE 2024 Economic Forecast: ⁠https://www.investwithaspen.com/free-economic-report⁠


    Follow Aspen Funds

    LinkedIn: ⁠https://www.linkedin.com/company/aspen-funds/⁠ ⁠⁠

    Instagram: ⁠https://www.instagram.com/aspenfunds/⁠

    Facebook: ⁠https://www.facebook.com/aspenfunds/⁠


    Connect with Ben Fraser ⁠https://www.linkedin.com/in/benwfraser/⁠

    Connect with Brett Swarts https://www.linkedin.com/in/brett-swarts/

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    35 min
  • 180. Making Homeownership Affordable feat. Frank Rohde
    Oct 10 2024

    We discuss how Ownify's model allows first-time buyers to gradually purchase homes through fractional ownership, bypassing traditional mortgage hurdles.


    This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/


    Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a


    Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/


    Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-


    Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report


    Follow Aspen Funds

    LinkedIn: https://www.linkedin.com/company/aspen-funds/ ⁠⁠

    Instagram: https://www.instagram.com/aspenfunds/

    Facebook: https://www.facebook.com/aspenfunds/


    Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/

    Connect with Frank Rohde https://www.linkedin.com/in/frankrohde/

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    36 min
  • 179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere
    Oct 3 2024

    Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental 'loophole,' highlighting strategies for both active and passive investors to optimize tax efficiency.


    This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠⁠https://aspenfunds.us/⁠⁠


    Check out our latest offering in industrial real estate: ⁠⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠⁠


    Explore our Private Credit fund: ⁠⁠https://aspenfunds.us/private-credit-fund/⁠⁠


    Get in touch: ⁠⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠⁠


    Download our FREE 2024 Economic Forecast: ⁠⁠https://www.investwithaspen.com/free-economic-report⁠⁠


    Follow Aspen Funds

    LinkedIn: ⁠⁠https://www.linkedin.com/company/aspen-funds/⁠ ⁠ ⁠⁠

    Instagram: ⁠⁠https://www.instagram.com/aspenfunds/⁠⁠

    Facebook: ⁠⁠https://www.facebook.com/aspenfunds/⁠ ⁠


    Connect with Ben Fraser ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠

    Connect with Mark Miller https://www.linkedin.com/in/ryancarriere/

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    44 min
  • 178. How to Invest Like an American Dynasty: The Hilton Family Empire feat. Mark Miller
    Sep 26 2024

    Mark Miller, President and CEO of Hilton Tax and Wealth Advisors, shares insights on the wealth management strategies employed by the ultra-wealthy, including the famous Hilton family. He explains how these strategies can be now adopted by average investors.


    This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠https://aspenfunds.us/⁠


    Check out our latest offering in industrial real estate: ⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠


    Explore our Private Credit fund: ⁠https://aspenfunds.us/private-credit-fund/⁠


    Get in touch: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠


    Download our FREE 2024 Economic Forecast: ⁠https://www.investwithaspen.com/free-economic-report⁠


    Follow Aspen Funds

    LinkedIn: ⁠https://www.linkedin.com/company/aspen-funds/ ⁠ ⁠⁠

    Instagram: ⁠https://www.instagram.com/aspenfunds/⁠

    Facebook: ⁠https://www.facebook.com/aspenfunds/ ⁠


    Connect with Ben Fraser ⁠https://www.linkedin.com/in/benwfraser/⁠

    Connect with Mark Miller ⁠https://www.linkedin.com/in/markmiller-hiltonfo/⁠

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    38 min
  • 177. Why You Should Self-Insure Your Business feat. Van Carlson
    Sep 19 2024

    We discuss why you should strongly consider self-insuring your business by leveraging the often-overlooked 831(b) tax code. Van Carlson, a risk management expert with 30 years of experience and Founder of SRA 831(b) Admin.


    This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/


    Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a


    Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/


    Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-


    Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report


    Follow Aspen Funds

    LinkedIn: https://www.linkedin.com/company/aspen-funds/ ⁠⁠

    Instagram: https://www.instagram.com/aspenfunds/

    Facebook: https://www.facebook.com/aspenfunds/


    Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/

    Connect with Van Carlson https://www.linkedin.com/in/vancarlson/

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    39 min