The Unconventional Investor

Written by: Michelle Moses | Certified Financial Planner + Founder of Me Financial
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  • Summary

  • Are you an accredited investor feeling overwhelmed by managing your portfolio? Do you struggle to find an expert who can help you with alternative investments ideas? Are you looking for ways to simplify your finances and create more income? If you answered yes to any of these questions, you’re in the right place! Welcome to The Unconventional Investor podcast, where we explore alternative investments and real estate strategies to help you create a more robust portfolio and grow your wealth beyond the traditional stock market. My hope is that this show empowers you to gain the confidence to make informed financial decisions and achieve your long-term financial goals by thinking differently about your finances. I’m your host - Michelle Moses, a Certified Financial Planner®, Licensed Realtor® and Founder of Me Financial. My mission is to help accredited investors like YOU invest their money in ways that excite them, so they can move forward and grow their portfolios with clarity and confidence. Over the last 20 years, I’ve worked with hundreds of clients to help them achieve their financial goals while also feeling better doing it, drawing on my experience of owning multiple businesses, flipping houses, managing rentals, and investing in a wide array of assets. I believe that when you balance your financial products and create a "why" behind each one, you feel more confident and can focus on making money rather than worrying if you’re doing the right thing. Tune in for actionable investing tips and alternative investment strategies to help you invest in alternative assets and balance your portfolio with your lifestyle. This podcast will provide answers to questions such as: - What are the best alternative investment strategies for retirement? - What is an example of an alternative investment? - What steps should I take to diversify my portfolio effectively? - How can I diversify my investment portfolio? - How do I start investing in real estate? - What are the benefits of working with a financial strategist? - Real estate vs. stock market: what’s the difference? If you’re looking to expand your finances beyond the traditional stock market, tune in to the latest episode of The Unconventional Investor today. Subscribe to the podcast wherever you listen to podcasts and be sure to share your favourite episode with a friend. Visit the website to learn more about our services https://www.mefinancial.net/
    2024, Michelle Moses, All Rights Reserved
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Economics Personal Finance
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Episodes
  • How You Can Use Alternative Investments to Create Creative Financial Strategies (Ep 59)

    How You Can Use Alternative Investments to Create Creative Financial Strategies (Ep 59)
    Feb 4 2025

    The podcast is pivoting to focus on something I'm extremetly passionate about - alternative investments. 🎙️ As a Certified Financial Planner and independent financial advisor, I've witnessed the growing desire for investment strategies beyond the traditional stock market. Our revamped podcast aims to guide accredited investors toward alternative investment opportunities that diversify their portfolios while adding financial strategies not often seen in the marketplace.

    Here are three key takeaways:

    • Explore Alternative Investments: Discover a plethora of investment opportunities, from hotels and self-storage to wine and car washes, which can diversify your portfolio and potentially yield exciting returns.

    • Maximize Your Returns with Strategy: Learn strategies, like tax minimization and Roth conversions, that can enhance your financial growth. For example, rolling capital gains from a sold rental property into an alternative investment can defer taxes and create income streams.

    • Independent Insight and Expertise: As one of the first advisors to embrace alternative investments since 2016, I cut out hefty fees by being an independent RIA. This ensures I have a hands-on approach to vetting investment opportunities, giving you tailored advice and minimizing risks associated with conventional avenues.

    Join us on this journey to redefine your wealth-building strategies and embrace the future of investing. Tune in and let's diversify your portfolio together! 📈

    Take our quiz - How Alternative Inevestments Can Fit in Your Portfolio

    Ready for the next step?

    • Subscribe to the Podcast: pod.link/1671924778
    • Don't forget to leave a review!
    • Follow Michelle for more financial tips:
      • YouTube: youtube.com/@theunconventionalinvestor
      • Instagram: michelle.e.moses
      • Website: www.mefinancial.net

    Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.
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    16 mins
  • Getting Started with The Unconventional Investor

    Getting Started with The Unconventional Investor
    Jan 20 2025

    Are you looking to expand beyond the stock market into alternative investments? The Unconventional Investor is the place for you. Hear what the show covers and if it's a match for you.
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    1 min
  • Practical Budgeting Tips To Make Your Life Easier (Ep. 58)

    Practical Budgeting Tips To Make Your Life Easier (Ep. 58)
    Nov 26 2024

    No matter how much you make, tracking your spending not only helps you feel better, but allows you to make informed decisions.

    A budget isn't there to cut costs or live like a miser, it's there so you know what's going on in your financial life.

    3 takeaways from this episode:

    • Focus on Large Items:

      Cars, homes, loans - keeping the cost of these items low, allows you to spend more freely in other areas.

    • Embrace Financial Awareness - Track!:

      Use a software like YNAB (You Need a Budget), will help you see where you money is going. By constantly monitoring your spending habits and identifying areas to cut costs, you gain more control and make informed decisions to enhance your savings.

    • Plan For Irregular Expenses:

      Budgeting isn’t just about monthly expenses; it’s about preparing for those non-recurring costs like auto insurance, holiday shopping, and emergency funds. Setting aside funds for these will help alleviate financial stress.

    Related episodes:

    My New Favorite Financial Book: No Worries by Jared Dillian (Ep 51)

    Your Best Financial Life: Save Smart Now For the Future You Want (Ep 40)

    Ready to take the next step?

    • Subscribe to the Podcast: pod.link/1671924778
    • Don't forget to leave a review!
    • Follow Michelle for more financial tips:
      • YouTube: youtube.com/@theunconventionalinvestor
      • Instagram: michelle.e.moses
      • Website: www.mefinancial.net

    Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.
    Show more Show less
    18 mins

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