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Whether you own part of an apartment complex or a stock, you own a slice of a living, breathing business. How do you make the best decisions to succeed in the long term?
Isaac is a partner at Huckleberry Capital Management, an alternative investment manager serving individuals, wealth managers, and institutions. He's had an interesting path to where he is today, including working as a forensic CPA with Deloitte, a senior industry analyst with The Motley Fool, and was the head of a family office for an ultra high net worth family.
In this episode, Isaac shares his investment philosophy on outperforming the market with alternative investments, some of the key takeaways he’s gained through his experiences, and how you can apply this knowledge to your own life to help you achieve your financial goals.
Isaac’s resources and recommendations:
• Huckleberry at investhuckleberry.com
• For further reading on Huckleberry's approach to income investing, Isaac's colleague Tom Jacobs has written extensively (and eloquently!) on dividend investing in his book The Rule of 72. Additional titles are pending publication.
• Morgan Housel @morganhousel
• Range by David Epstein
• Becoming Warren Buffett (video)
• Buffett: The Making of an American Capitalist by Roger Lowenstein
• And, of course, The Motley Fool at fool.com
FREE Next-Level Income Resources — Take Advantage Of These Today
• You can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.
Check out our website: www.nextlevelincome.com.
Follow us on social media @thenextlevelincomeshow
Get a free copy of our book and learn more about our course at: nextleveincome.com
By Chris Larsen5
5858 ratings
Whether you own part of an apartment complex or a stock, you own a slice of a living, breathing business. How do you make the best decisions to succeed in the long term?
Isaac is a partner at Huckleberry Capital Management, an alternative investment manager serving individuals, wealth managers, and institutions. He's had an interesting path to where he is today, including working as a forensic CPA with Deloitte, a senior industry analyst with The Motley Fool, and was the head of a family office for an ultra high net worth family.
In this episode, Isaac shares his investment philosophy on outperforming the market with alternative investments, some of the key takeaways he’s gained through his experiences, and how you can apply this knowledge to your own life to help you achieve your financial goals.
Isaac’s resources and recommendations:
• Huckleberry at investhuckleberry.com
• For further reading on Huckleberry's approach to income investing, Isaac's colleague Tom Jacobs has written extensively (and eloquently!) on dividend investing in his book The Rule of 72. Additional titles are pending publication.
• Morgan Housel @morganhousel
• Range by David Epstein
• Becoming Warren Buffett (video)
• Buffett: The Making of an American Capitalist by Roger Lowenstein
• And, of course, The Motley Fool at fool.com
FREE Next-Level Income Resources — Take Advantage Of These Today
• You can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.
Check out our website: www.nextlevelincome.com.
Follow us on social media @thenextlevelincomeshow
Get a free copy of our book and learn more about our course at: nextleveincome.com

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