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 growth and reflects on his journey from attorney to finance professional, highlighting the value of helping others in the industry.

About Our Guest: Charles Heinzelman, CEO & Founder, C4 Financial Partners

Charles Heinzelman is a tax planning and premium finance specialist serving high net worth individuals. With 16+ years as CEO of C4 Financial Partners, he helps clients grow assets through tax-advantaged strategies.

Background:

• Former compliance officer at Transamerica/InterSecurities
• Licensed attorney (Ohio and Arizona bars)
• Multiple securities licenses for supervision and advisory services
• Specializes in premium finance for clients with $250k+ income and $5M+ net worth

About Premium Finance:

• Uses bank financing with participating whole life insurance
• Creates tax-deductible interest payments while building tax-deferred assets
• Available to qualified high net worth individuals for estate and tax planning

Network in Action Austin:

• Founder and leader of Austin's technology-based networking organization
• Combines traditional networking with mastermind components
• Focus on B2B relationship building and revenue generation

Philosophy: "If you want to go fast, go alone. If you want to go far, go with others."

Contact: LinkedIn: linkedin.com/in/benefitingyou

Takeaways

- Premium finance is a method for high net worth individuals to finance their retirement using bank loans.

- Tax planning is crucial for maximizing financial efficiency and leveraging available structures.

- Networking is essential for building relationships and driving revenue in business.

- Compliance is critical in finance to ensure legal adherence and protect clients.

- Documentation is key to avoiding legal issues and maintaining accountability.

- Learning from past financial crises can inform better decision-making in the future.

- Personal philosophy plays a significant role in professional success and growth.

- Transitioning from law to finance can provide unique insights and advantages.

- Helping others is a core value that drives success in the finance industry.

- Building wealth requires understanding and utilizing various financial strategies.

Chapters

00:00 Introduction to Premium Finance

02:36 Understanding Premium Finance and Its Benefits

05:25 The Importance of Tax Planning

08:00 Networking in Action: Building Connections

11:16 The Role of Compliance in Finance

13:52 Lessons from the Financial Crisis

16:41 Personal Philosophy and Professional Growth

19:31 The Journey of an Attorney to Finance

22:10 Conclusion and Final Thoughts

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: [email protected]

Roland Wiederanders: [email protected] 

Sarah Florer: [email protected] 

Disclaimers: 

“This production is for educational purposes only and is not intended as investment or legal advice.”

“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”

© 2025 AltInvestingMade Easy.com LLC All rights reserved

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 endeavors. The conversation underscores the significance of community impact and the opportunities available in the small business sector.

About our Guest: Wade Bruffey - Main Street Securities
Wade Bruffey is a registered representative with Main Street Securities LLC, a FINRA member broker-dealer based in Austin, Texas, specializing in helping acquisition entrepreneurs raise equity capital for small and medium-sized business acquisitions. He focuses on deals typically ranging from $500,000 to $15 million in cash flow in the lower middle market.

Wade began his career in private equity at Salt Creek Capital, gaining extensive experience in small business acquisitions. He later served as Senior Manager of Strategic Partnerships at Eko, a healthcare technology company, where he led global technology integrations and deployed over 3,000 endpoints including at the US Department of Veterans Affairs.

As an entrepreneur, Wade co-founded and led GoMobi.work (2022-2024), helping organizations improve employee coaching and internal communication, and operated Wade Bruffey Performance Strategy, providing business strategy consulting to professionals and entrepreneurs.

Wade joined Main Street Securities in July 2024 after serving as Lead Acquisition Advisor at Mainshares. He is passionate about professionalizing the small business acquisition space and helping owner-operators access capital to grow businesses in their communities.

Contact Information
Company: Main Street Securities LLC
LinkedIn: linkedin.com/in/wadebruffey
Website: MainStreetSecurities.net
Location: Austin, Texas

Takeaways

-Main Street Securities focuses on helping clients raise equity for small business acquisitions.

-Owner-operators play a crucial role in the success of small businesses.

-The SBA 7A loan program is a valuable resource for financing acquisitions.

-Community involvement is a key factor in successful business transitions.

-Wade's background includes experience in private equity and small business acquisitions.

-The importance of compliance and professional standards in the investment space.

-Small businesses are vital to their communities and the economy.

-Wade emphasizes the emotional journey of closing a business deal.

-Main Street Securities provides ongoing support post-acquisition.

-The conversation highlights the accessibility of alternative investments for aspiring entrepreneurs.

Chapters

00:00 Introduction to Main Street Securities and SMB Land

02:30 Understanding Small and Medium-Sized Businesses

05:23 The Role of Owner-Operators in Business Acquisitions

08:28 Navigating Financing for Small Business Acquisitions

10:53 The Importance of Community and Commitment in Business

13:46 Characteristics of Successful Clients and Operators

19:21 Transformative Success Stories in Business Acquisitions

23:04 Wade's Journey into Finance and Acquisitions

28:00 Main Street's Role in Post-Acquisition Support

34:01 The Community and Resources for Business Acquirers

34:55 Final Thoughts on Alternative Investments and Opportunities

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: [email protected]

Roland Wiederanders: [email protected] 

Sarah Florer: [email protected] 

Disclaimers: 

“This production is for educational purposes only and is not intended as investment or legal advice.”

“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”

© 2025 AltInvestingMade Easy.com LLC All rights reserved

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 assets in modern finance, and the regulatory landscape surrounding crypto lending. Hunter shares insights on how Salt Lending operates, the benefits of borrowing against digital assets, and the critical aspects of custody and security in the crypto space. The conversation concludes with personal reflections on the future of digital assets and the evolving financial landscape.

About Our Guest: Hunter Albright
Hunter Albright is a strategic leader driving revenue acceleration and disruptive growth at the intersection of traditional finance and emerging digital assets. Hunter works with companies and corporate leaders on vision, revenue acceleration, and business strategy by applying principles of experimentation to high-tech companies across SaaS, fintech, IoT, cleantech, and sportstech sectors.

As Chief Revenue Officer at SALT Lending since April 2023, Hunter helps individuals and businesses securely hold and borrow against their cryptoassets without credit checks, offering flexible loan terms with multiple digital assets as collateral.

Expertise & Background
Hunter's proven experimentation methodology has helped companies realize up to 2X and 3X growth, plus patents, industry awards, and peer recognition. He holds a PhD in Systems Engineering with AI research focus from University of Virginia and serves as Adjunct Professor at University of Colorado, where he created the first Bitcoin and blockchain course.

Hunter's global financial services background includes leadership roles at Barclays Bank, MasterCard, Visa, and Beyond Analysis. He is a patent holder (No. 11244374) and active thought leader in cryptocurrency-backed lending, business experimentation, and blockchain technology.

Philosophy
Hunter believes in helping executives make substantive leaps forward by leveraging structured experimentation to rethink approaches to disruptive growth, overcome obstacles, and differentiate through backcasting from ideal future scenarios.

Contact Hunter:
Book a discovery call: https://calendly.com/hunteralbright/intro-call
X: @AdHunterAlbright
Linkedin: https://www.linkedin.com/in/hunteralbright/

Takeaways

-Salt Lending provides collateral-backed loans against digital assets.

-Financial literacy is essential for understanding wealth-building strategies.

-Borrowing against assets allows for financial flexibility.

-The distinction between secured and unsecured lending is crucial.

-Digital assets challenge traditional notions of value and money.

-Custody and security are vital considerations in crypto lending.

-Regulatory clarity is improving in the crypto lending space.

-Trust in lending institutions is paramount for consumers.

-The future of digital assets remains uncertain but promising.

-Education on risks and opportunities in crypto is necessary for investors.

Chapters

00:00 Introduction to Alternative Assets and Crypto Lending

01:58 Understanding Salt Lending and Its Services

06:14 The Impact of Financial Literacy on Wealth Building

11:31 Secured vs. Unsecured Lending Explained

17:12 Utilizing Digital Assets for Financial Flexibility

22:16 Custody and Security in Crypto Lending

27:37 Regulatory Landscape and Trust in Crypto Lending

32:32 Personal Insights and Future of Digital Assets

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: [email protected]

Roland Wiederanders: [email protected] 

Sarah Florer: [email protected] 

Disclaimers: 

“This production is for educational purposes only and is not intended as investment or legal advice.”

“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”

© 2025 AltInvestingMade Easy.com LLC All rights reserved

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 importance of disclosure, and the dynamics of litigation. Dan shares insights from his extensive experience in legal practice, emphasizing the need for trust in legal relationships and the creative problem-solving required in law. The episode also touches on the judicial system's effectiveness and the global perspectives on litigation.

About our Guest: Dan Bitting

Dan Bitting is a shareholder attorney at FBFK Law specializing in complex business litigation with particular emphasis on fiduciary duty claims, securities violations, and professional malpractice defense. With over three decades of trial and appellate experience in both state and federal courts, Dan has built a reputation for strategic litigation management and successful dispute resolution.

Connect with Dan on LinkedIn at: https://www.linkedin.com/in/dan-bitting-civil-trial-lawyer or email at: [email protected]

Takeaways

Fiduciary duties are essential in maintaining trust in legal relationships.

Disclosure is crucial; when in doubt, disclose.

Corporate officers owe fiduciary duties to the company, not directly to shareholders.

Juries often seek to right perceived wrongs in litigation.

Legal practice requires creativity and problem-solving skills.

Experience in law is gained through both successes and failures.

Most lawsuits settle before reaching trial, highlighting the importance of negotiation.

Trustees and beneficiaries must maintain a transparent relationship.

The judicial system provides a necessary avenue for dispute resolution.

Understanding fiduciary duties can prevent legal issues in business. 

Chapters

00:00 Introduction to Alternative Investing and Legal Practice

02:26 Understanding Fiduciary Duties in Law

05:06 Fiduciary Duties in Corporate and Trust Contexts

07:42 Case Study: Camp Mystic and Fiduciary Responsibilities

10:20 The Importance of Disclosure in Legal Matters

12:37 Creative Problem Solving in Law

15:22 Personal Insights and Hobbies of Dan Bitting

19:10 Navigating Disclosure in Legal Contexts

21:23 Fiduciary Duties and Trust Building

24:15 Litigation: A Necessary Evil

27:52 The American Legal Landscape

31:15 Closing Thoughts and Reflections

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: [email protected]

Roland Wiederanders: [email protected] 

Sarah Florer: [email protected] 

Disclaimers: 

“This production is for educational purposes only and is not intended as investment or legal advice.”

“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”

© 2025 AltInvestingMade Easy.com LLC All rights reserved

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 of SEC regulations, and the importance of investment advisors in protecting investors. They also discuss the challenges of navigating private securities and the potential future regulations surrounding the investment landscape.

About Our Guest

George T. Lee is a highly respected corporate and securities attorney with decades of experience advising small businesses, private equity funds, hedge funds, registered investment advisers, and family offices. Known for his deep legal knowledge and practical, business-minded counsel, George has served as both inside and outside general counsel to his clients, giving him a unique perspective on what truly matters to investment managers.

Throughout his career, George has worked with firms of all sizes—from emerging fund managers to well-established financial institutions—helping them navigate complex ownership structures, regulatory landscapes, fund formations, investment management agreements, prime brokerage relationships, and mergers and acquisitions. He has extensive experience with SEC, CFTC, and Texas Securities Board registrations and examinations and is a recognized authority on the family office exception to investment adviser regulation.

Connect with George on LinkedIn: https://www.linkedin.com/in/georgelegal

Takeaways

-George T Lee is a third-generation attorney specializing in investment management.

- Family offices have become more institutionalized in recent years.

- The SEC faces challenges in enforcement due to limited staff.

- Regulations are designed to protect investors from past financial crises.

- The U.S. has the most efficient and respected markets globally.

- Investment advisors have a fiduciary duty to their clients.

- Qualified clients are required to invest in private equity.

- The investment landscape is complex and often likened to the Wild West.

- Future regulations may impact how finders operate in the investment space.

- Understanding the role of family offices is crucial in wealth management.

Titles

Navigating the Complex World of Family Offices

The Evolution of Investment Management

Chapters

00:00 Introduction to George T Lee and His Practice

02:36 George's Background and Career Path

05:11 Understanding Family Offices

07:43 The Role of Family Offices in Wealth Management

10:32 Investment Advisor Regulations and Family Offices

13:20 Navigating the Wild West of Private Securities

15:49 The Importance of SEC Regulations

18:28 Democratization of Capital and Investor Protection

21:15 The Role of Investment Advisors

23:46 Personal Insights and Interests of George T Lee

26:27 Future Regulations and the Finder Rule

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: [email protected]

Roland Wiederanders: [email protected] 

Sarah Florer: [email protected] 

Disclaimers: 

“This production is for educational purposes only and is not intended as investment or legal advice.”

“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”

© 2025 AltInvestingMade Easy.com LLC All rights reserved

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 highlights investment trends among family offices, particularly in commercial real estate and emerging sectors like nuclear energy. Jonathan also shares his personal practices for maintaining focus and success in his entrepreneurial endeavors.

About Our Guest

Jonathan Tuttle - Entrepreneur & Family Office Connector
Jonathan Tuttle is a seasoned entrepreneur and family office specialist currently exploring Southeast Asia's rapidly growing wealth management landscape. With deep roots in real estate through his family's development and brokerage business (75+ custom homes built), Jonathan has evolved into a multi-faceted business leader spanning real estate investment, digital marketing, and podcasting.

Current Ventures:

Get Podcast Bookings - Podcast booking agency specializing in capital raisers and fund managers

• Midwest Park Capital - Mobile home park investment fund and syndications
• Revenous Sun - 9-year digital consulting agency focusing on high-level Google Ads
• Council on Commentaries - Podcast for legal professionals
• The Accredited Investor Podcast - Co-owned with Family Office Club (world's largest family office organization)
• Ultra High Net Worth Podcast - Focused on $100M+ founders

Jonathan splits his time between the U.S. and Southeast Asia, attending family office conferences and building connections in Singapore, Hong Kong, and other regional wealth hubs. He regularly speaks at industry events, including the upcoming IMN Nashville private equity conference as a moderator.

Expertise: Family office strategies, commercial real estate syndications, alternative investments, podcast marketing, and cross-border wealth management.

Currently based in Cambodia, Jonathan continues to bridge U.S. investment opportunities with Asia's fastest-growing family office market.

Connect on LinkedIN: https://www.linkedin.com/in/jonathantuttle1/

Websites:

• linktr.ee/jonathantuttle (Portfolio)
• RevenueAscend.com (Company)
• midwestparkcapital.com/ (Company)

Takeaways

Jonathan has traveled extensively in Southeast Asia, experiencing diverse cultures and cuisines.

Family offices are rapidly growing in Southeast Asia, with Singapore and Hong Kong as major hubs.

The average family office manages significant wealth, often over a hundred million dollars.

Family offices prioritize long-term relationships and trust in their investment decisions.

Investment trends show a strong preference for multi-family real estate among family offices.

Nuclear energy and data centers are emerging investment interests for family offices.

Family offices often operate with a high level of secrecy and limited public information.

Jonathan's background in real estate and podcasting has shaped his understanding of family offices.

Building rapport with family offices is crucial for successful investment opportunities.

Effective systems and delegation are key to managing multiple entrepreneurial ventures.

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: [email protected]

Roland Wiederanders: [email protected] 

Sarah Florer: [email protected] 

Chapters

00:00 Exploring Southeast Asia: Jonathan's Journey

02:17 Family Offices: The Growing Trend in Asia

07:48 Jonathan's Background: From Real Estate to Podcasting

11:26 Understanding Family Offices: Secrecy and Structure

16:10 Investment Trends: Family Offices and Asset Allocation

22:57 The Future of Real Estate: Opportunities and Challenges

28:05 Personal Practices: Staying Organized and Focused

Takeaways

• Joe Fairless co-founded Ashcroft Capital in 2015, focusing on multifamily properties.
• The multifamily market has seen a decrease in values since 2021 due to rising interest rates and increased supply.
• Keeping tenants longer is crucial for maintaining cash flow in real estate investments.
• The current economic landscape presents challenges but also opportunities for multifamily operators.
• Building strong relationships with lenders is essential in a high-interest rate environment.
• The Best Ever Conference fosters a community of humble, experienced, and helpful real estate investors.
• Joe emphasizes the importance of discipline in achieving long-term success in real estate.
• His mantra, 'give to live and live to give,' reflects his commitment to community impact.
• Networking and collaboration can lead to better deal flow and investment opportunities.
• Real estate offers a chance for individuals from various backgrounds to build stability for their futures.

Chapters

00:00 Introduction to Joe Fairless and Ashcroft Capital

02:28 Joe's Journey into Commercial Real Estate

07:54 Current Trends in the Multifamily Market

10:19 Navigating the Challenges of Interest Rates

12:35 Strategic Deal Sourcing and Relationships

18:48 The Best Ever Conference Overview

23:16 The Importance of Discipline and Community

26:02 Conclusion and Final Thoughts

Disclaimers: 

“This production is for educational purposes only and is not intended as investment or legal advice.”

“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”

© 2025 AltInvestingMade Easy.com LLC All rights reserved

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 highlights the Best Ever Conference, emphasizing its role in fostering community among real estate investors. Joe's philosophy of 'give to live and live to give' underscores his commitment to helping others in the industry.

About Our Guest:

Joe Fairless is the Co-founder and Managing Partner of Ashcroft Capital which has over $2,700,000,000 of assets under management. In addition to his work with Ashcroft Capital, Joe created the podcast Best Real Estate Investing Advice Ever Show, which is the longest running daily real estate podcast in the world

Joe is a proud Member of the Texas Tech Alumni Advisor Board for the College of Media and Communication. He has also been recognized as Outstanding Alumni at Texas Tech University where he served as an Adjunct Professor. Joe is currently a Junior Achievement Board Member and Volunteer for the Cincinnati chapter where he was recognized by the Junior Achievement’s Free Enterprise Society for his dedication. Joe also volunteers at Crossroads Hospice and in 2018 he was recognized as Multifamily Investor of the Year by Think Realty Magazine.

Connect on LinkedIn: https://www.linkedin.com/in/joefairless/

Visit Joe at:

joefairless.com (Company) http://www.joefairless.com

joefairless.com/blog (Blog) http://www.joefairless.com/blog

facebook.com/groups/BestEverShow (Best Ever Community FB Group )https://www.facebook.com/groups/BestEverShow

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio
Email: [email protected]

For more information: AltInvestingMadeEasy.com

Please contact us: [email protected]

Roland Wiederanders: [email protected]

Sarah Florer: [email protected]

Takeaways

• Joe Fairless co-founded Ashcroft Capital in 2015, focusing on multifamily properties.
• The multifamily market has seen a decrease in values since 2021 due to rising interest rates and increased supply.
• Keeping tenants longer is crucial for maintaining cash flow in real estate investments.
• The current economic landscape presents challenges but also opportunities for multifamily operators.
• Building strong relationships with lenders is essential in a high-interest rate environment.
• The Best Ever Conference fosters a community of humble, experienced, and helpful real estate investors.
• Joe emphasizes the importance of discipline in achieving long-term success in real estate.
• His mantra, 'give to live and live to give,' reflects his commitment to community impact.
• Networking and collaboration can lead to better deal flow and investment opportunities.
• Real estate offers a chance for individuals from various backgrounds to build stability for their futures.

Chapters

00:00 Introduction to Joe Fairless and Ashcroft Capital

02:28 Joe's Journey into Commercial Real Estate

07:54 Current Trends in the Multifamily Market

10:19 Navigating the Challenges of Interest Rates

12:35 Strategic Deal Sourcing and Relationships

18:48 The Best Ever Conference Overview

23:16 The Importance of Discipline and Community

26:02 Conclusion and Final Thoughts

Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”

© 2025 AltInvestingMade Easy.com LLC All rights reserved

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 responsiveness, teamwork, and treating colleagues like family. Kyle reflects on his upbringing and how it shaped his desire to serve others, as well as his personal practices for maintaining balance and fulfillment in his professional life.

About Our Guest:
Kyle Ferguson is the Founder and CEO of FBFK Law, a forward-thinking business law firm headquartered in Dallas, Texas, with offices across the state and in California. With over two decades of experience in corporate law, Kyle specializes in mergers and acquisitions, venture financing, and strategic exits for mid-market companies. He is known for building “The FBFK Way,” a firm culture centered on integrity, transparency, and bringing joy into the legal profession.

Under Kyle’s leadership, FBFK has embraced innovation in AI, mentorship, and wellness, positioning the firm as a national model for modern legal practice. A JD/MBA graduate from the University of Oklahoma, Kyle brings both legal expertise and entrepreneurial vision to everything he does.

Contact Kyle: [email protected]
Connect on LinkedIn: linkedin.com/in/kyleferguson
Visit Us: https://www.fbfk.law

Sponsored by:
Real Advisers, Austin, Texas

Special thanks to:

Red Sun Creative Studio, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: [email protected]

Roland Wiederanders: [email protected]

Sarah Florer: [email protected]

Takeaways

• Kyle's upbringing instilled a strong desire to serve others.
• Empathy is crucial in dealing with clients and colleagues.
• The FBFK Way emphasizes specific behaviors that define culture.
• Being responsive to clients is a key principle of FBFK.
• Team dynamics are enhanced through open debate and alignment.
• Leadership involves creating a supportive environment for growth.
• Personal practices like gratitude journaling help maintain focus.
• The legal profession can be stressful, and support is essential.
• FBFK aims to be a business partner to its clients.
• Continuous evolution is necessary for personal and organizational growth.

Chapters

00:00 Introduction to the Conversation

00:03 Exploring Key Themes

00:09 Introduction to FBFK Law and Its Values

01:52 Kyle's Upbringing and Its Impact on His Philosophy

04:17 The Role of Faith and Empathy in Leadership

08:00 Understanding the FBFK Way

11:34 The Importance of Culture in Business

12:11 Creating Generational Wealth and Purpose

15:28 Debate and Align: A Key to Team Cohesion

22:05 Empowering Leadership and Team Dynamics

25:20 The Evolution of FBFK: A Firm's Journey

31:01 Creating a Supportive Culture for Lawyers

35:06 Personal Practices for Effective Leadership

38:12 Continuous Evolution and Service Orientation

Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”

© 2025 AltInvestingMade Easy.com LLC All rights reserved

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 real estate, and moves on to a discussion of the investment opportunity including this interesting asset class os mixed ‘neighborhood’ retail, which is community focused and includes community engagement efforts.  Tim and Frank talk about the distinction between neighborhood retail and ordinary retail, and the fundraising process for the project.  Including their focus on creating a legacy through community-centric development. They explore investment strategies, the future of retail in Central Texas, and the importance of timing and location in real estate investing generally. The discussion highlights the significance of walkability, connectivity, and the need for developments that resonate with the community's desires.

Guest Contact Info:

Tim Dowling and Frank Navarro can be reached at www.roundaboutinbuda.com or 

Tim:https://www.linkedin.com/in/dowlingtim

Frank: https://www.linkedin.com/in/frank-navarro

Sponsored by:
Real Advisers, Austin, Texas

Special thanks to:

Grable Martin PLLC 

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: [email protected]

Roland Wiederanders: [email protected] 

Sarah Florer: [email protected]

Takeaways

• Tim has over 20 years of experience in real estate.
• Frank has managed $1.6 billion in deals.
• The project aims to fill a retail void in Buda.
• Community engagement was initiated through meetups.
• The project includes a mix of restaurants and recreational areas.
• Listening to community needs is crucial for development.
• The project has received city support and incentives.
• Neighborhood retail focuses on community needs.
• The total project cost is estimated at $29 million.
• Diversifying tenants mitigates investment risk. We're creating a legacy for the area that'll last for generations.
• It's important to balance numbers and community needs.
• Family offices are ideal for long-term investments.
• The Austin area has a low vacancy rate, making it attractive for investors.
• Retail is becoming increasingly valuable in high-growth areas.
• Community engagement is crucial for successful development.
• Walkability and connectivity are key to modern living.
• Timing and location are essential for real estate success.
• Investors are looking for projects that serve the community.
• The future of retail lies in mixed-use developments.

Chapters

00:00 Introduction to Alt Investing and Guests

03:05 Backgrounds of Tim Dowling and Frank Navarro

06:00 The Development Project in Buda

09:07 Community Engagement and Needs Assessment

11:53 Neighborhood Retail vs. Ordinary Retail

14:58 Investment Opportunities and Fundraising Details

24:43 Building a Legacy in Development

27:18 Investment Strategies and Market Opportunities

30:38 The Future of Retail in Austin

32:43 Community-Centric Development

36:00 The Importance of Timing and Location

38:44 Connecting with the Community and Future Plans

Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”

© 2025 AltInvestingMade Easy.com LLC All rights reserved

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 families. The conversation highlights personal experiences and insights, illustrating how these capitals interconnect and contribute to a fulfilling life.

Sponsored by:
Real Advisers, Austin, Texas

Special thanks to:

Grable Martin PLLC 

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: [email protected]

Roland Wiederanders: [email protected] 

Sarah Florer: [email protected]

Takeaways

-Wealth encompasses more than just financial assets.

-Human capital includes emotional well-being and relationships.

-Intellectual capital is about knowledge and learning.

-Social capital involves community relationships and networks.

-Spiritual capital transcends individual interests and values.

-Financial capital supports the growth of other capitals.

-Curiosity drives intellectual development and growth.

-Meditation can enhance spiritual well-being.

-Generational wealth requires continuous growth in all capitals.

-The five capitals framework encourages meaningful discussions. 

Chapters

00:00 Introduction to the Five Capitals

05:09 Exploring Human Capital

18:36 Understanding Intellectual Capital

24:07 Balancing Academics and Practical Skills

26:25 Understanding Social Capital

31:00 The Role of Spiritual Capital

39:20 Exploring Financial Capital

44:49 Concluding Thoughts on the Five Capitals

Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”

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