The Alternative Investing Advantage

What actually goes into the financial data powering your brokerage app? In this episode, Alex Perny sits down with Andrew Lebbos, Director of Licensing at Benzinga, to pull back the curtain on how financial data is produced, validated, and delivered at scale.

Key Points:

- Benzinga provides earnings, dividends, analyst ratings, and news to Robinhood, Fidelity, Schwab, and more

- Data validation combines AI-enabled QA systems with human oversight to catch outliers

- Proprietary first-party data is increasingly valuable as LLMs demand accurate inputs

- Benzinga powers Perplexity Finance and works with major hedge funds and brokerages

- Companies issue intra-quarter guidance to manage large expectation gaps

- Conference call transcripts and guidance calendars add context beyond raw earnings

- Private market data coverage is actively being built out by Benzinga

- Blockchain-based secondary markets and tokenized assets are opening private markets to retail investors

- Illiquidity in private markets can act as a behavioral safeguard against panic selling

Chapters:

0:00 Introduction and guest background

2:15 How financial data is packaged and produced

5:41 Data validation and QA systems

8:11 What outlier data means for investors

10:54 Earnings surprises and guidance calendars

13:13 AI's role in financial data accessibility

16:56 Benzinga's data-first business model

19:58 Ensuring data accuracy for AI platforms

22:36 How investors can verify AI outputs

26:32 LLM data sourcing and direct integrations

30:51 Changing investor behavior and private markets

34:08 Private market data challenges

38:51 Blockchain, tokenization, and secondary markets

45:12 Illiquidity as a behavioral benefit

48:25 Real estate, prediction markets, and Benzinga's scope

53:17 Where to find Benzinga

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If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about our guest, Andrew Lebbos:

https://www.benzinga.com/

Learn more about Advanta IRA:

https://www.AdvantaIRA.com/

https://podcasters.spotify.com/pod/show/advanta-ira

https://www.linkedin.com/company/Advanta-IRA/

https://twitter.com/AdvantaIRA

https://www.facebook.com/AdvantaIRA/

https://www.instagram.com/AdvantaIRA/

#FinancialData #RetailInvesting #Benzinga #AlternativeInvesting #AIInvesting #PrivateMarkets #AlternativeInvestingAdvantage #FinancialLiteracy #InvestingPodcast #DataDrivenInvesting

Chan Ahn is the founder of Tessera and a 17-year veteran of Wall Street. He joins Alex Perny to explain how blockchain tokenization is opening private markets to retail investors. This episode covers pre-IPO investing, atomic settlement, counterparty risk, on-chain proof of reserve, stablecoins, and the regulatory outlook for tokenized assets.

Key Points:

- Private markets are restricted due to settlement risk and information asymmetry, not just regulation

- Blockchain enables atomic settlement: buyer and seller transact simultaneously with no delay and no counterparty trust required

- Tessera houses assets in a Cayman segregated portfolio and uses Chainlink for 24/7 on-chain verification

- SpaceX tokens trade on-chain at $1.5 to $1.66 trillion, a discount to the $1.75 to $2 trillion institutional target

- Tokenized assets total roughly $30 billion today and are growing at 200% year over year

- McKinsey projects the tokenized asset market reaches $2 trillion by 2030 out of a $300 trillion addressable market

- Blockchain will compress a decade of TradFi market evolution into one to two years

- Dollar-denominated stablecoins serve as the primary liquidity layer for tokenized private market assets

Chapters:

0:00 Introduction

2:12 Chan's background: Goldman Sachs, JPMorgan, and founding Tesera

6:37 Why private markets exist: settlement risk and information asymmetry

13:16 How atomic settlement works on blockchain

20:19 Converting off-chain private equity into on-chain tokens

26:53 Liquidity, price discovery, and trading tokenized assets

32:10 Do private companies benefit from blockchain valuation transparency?

34:31 The disclosure challenge blockchain cannot solve alone

42:01 Derivatives, lending, and the next phase of tokenized markets

47:39 Stablecoins, FX risk, and liquidity standards

51:09 The $300T addressable market and the path to $2T by 2030

55:15 Why tokenization is a win for both companies and investors

Subscribe to our YouTube channel and join our growing community for new videos every week.

If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about our guest, Chan Ahn:

https://www.tessera.pe/

Learn more about Advanta IRA:

https://www.AdvantaIRA.com/

https://podcasters.spotify.com/pod/show/advanta-ira

https://www.linkedin.com/company/Advanta-IRA/

https://twitter.com/AdvantaIRA

https://www.facebook.com/AdvantaIRA/

https://www.instagram.com/AdvantaIRA/

#BlockchainInvesting #PreIPO #Tokenization #DeFi #PrivateMarkets #RWA #AlternativeInvesting #Tesera #ChanAhn #CryptoFinance

Africa burns off enough energy every day to power entire cities. Bitcoin miners figured out how to profit from it, and almost no one is paying attention yet.Jesse Pielke, founder of HashrateUp, joins Alex Perny on the Alternative Investing Advantage podcast to break down one of the most overlooked plays in alternative investing: using stranded energy in Africa to mine Bitcoin at near-zero cost.Jesse has spent years on the ground in Cape Town building pilot projects across Nigeria, Ethiopia, and South Africa. He explains why electricity has nowhere to go. 🔑 Key learnings from this episode:• Why a single 20-foot shipping container holds a full megawatt of mining capacity• How Bitcoin mining absorbs "stranded" energy that grid infrastructure can't move• Ethiopia's hydro power mecca and why politics keep burning investors• Nigeria's flared gas opportunity and how it creates a win-win for oil producers• Why older-generation ASICs that lose money in Norway can profit in Africa• The surprising reason Bitcoin mining only needs a basic LTE signal, not fiber• Risk-adjusted pricing: what energy really has to cost to make these deals work• How US investors can write off Bitcoin mining hardware against taxable income• Why Bitcoin mining gives energy producers a backup when commodity prices tank⏱ Chapters:00:00 – Intro & Jesse's background01:47 – How solar work in West Africa led Jesse to Bitcoin mining04:43 – Ethiopia & Nigeria: Africa's two biggest mining markets08:17 – South Africa's curtailed solar surplus10:30 – Why Bitcoin mining is power-dense and location-independent13:46 – Shipping containers, Starlink, and remote operations17:41 – Why mining needs almost no bandwidth19:36 – The interruptible nature of mining and why it matters21:30 – Security at remote sites24:06 – Ethiopia's volatile regulation and PPA structure26:58 – The Paraguay playbook and risk-adjusted pricing31:45 – Nigeria: flared gas, OPEC, and Bitcoin mining36:29 – Turbines, generators, and CapEx sharing40:58 – Old ASICs finding a second life in Africa47:35 – OPEC, UAE, and Bitcoin as an energy price hedge50:39 – Modularity and scaling into developed markets54:59 – How to get involved as an investor57:21 – Wrap-up and how to find JesseSubscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest, Jesse Pielke:https://www.linkedin.com/in/jesse-pielke/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/#BitcoinMining #Africa #AlternativeInvesting #StrandedEnergy #Cryptocurrency #Blockchain #Nigeria #Ethiopia #SouthAfrica #HashrateUp #EnergyArbitrage #Bitcoin

What does it actually take to build a profitable rental property portfolio without doing all the work yourself? In this episode of the Alternative Investing Advantage podcast, host Alex Perny sits down with Lindsay Davis, CEO of Spartan Invest, to break down the full-service turnkey real estate model and why the Southeast, especially Alabama, continues to be one of the strongest markets for cash flow investing.

Key points from this episode:

• What turnkey real estate investing is and how Spartan Invest handles everything from purchase to tenant placement

• The "three M's" framework for making smart renovation decisions without over- or under-improving a property

• How Spartan uses a proprietary, metric-driven system to set rental rates across 2,300+ managed properties with 96%+ accuracy

• Why factors like steep driveways and neighbor conditions are built into rental rate calculations

• What makes Alabama one of the most landlord-friendly, low-tax investment markets in the country

• How to think about rent increases, tenant retention, and the true cost of tenant turnover (~$3,300 average)

• When new construction makes more sense than acquiring and renovating existing properties

• The growing generational shift toward renting and what it means for long-term demand

⏱️ Timestamps:

00:02 — Introduction & overview of Spartan Invest

01:32 — What full-service turnkey investing looks like

04:09 — Educating investors on risk tolerance and realistic expectations

07:11 — Smart renovation: what adds value vs. what doesn't

11:42 — How Spartan sets rental rates with data-driven accuracy

15:30 — Unusual factors that affect rent (driveways, neighbors, railroad tracks)

18:38 — Alabama's growing appeal as an investment market

21:43 — Impact of migration from high-cost states on local inventory

25:14 — Post-COVID price appreciation in Spartan's submarkets

27:00 — Rent increases: 2020–2023 data and how to handle renewals

32:32 — Strategies for annual rent increases and tenant retention

38:56 — Appliance responsibility: tenant vs. landlord norms by market

44:39 — New construction vs. renovated properties: how Spartan decides

48:50 — The biggest reasons investors choose new construction

51:58 — Generational shift toward renting and long-term demand outlook

53:50 — How to connect with Spartan Invest

Subscribe to our YouTube channel and join our growing community for new videos every week.

If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about our guest, Lindaay Davis:

https://spartaninvest.com/about-us/our-team/lindsay-davis/

Learn more about Advanta IRA:

https://www.AdvantaIRA.com/

https://podcasters.spotify.com/pod/show/advanta-ira

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https://twitter.com/AdvantaIRA

https://www.facebook.com/AdvantaIRA/

https://www.instagram.com/AdvantaIRA/

#RealEstateInvesting #TurnkeyRealEstate #RentalProperty #SingleFamilyRentals #CashFlowInvesting #PassiveIncome #AlabamRealEstate #LandlordLife #PropertyManagement #SpartanInvest

Most business owners think raising capital is out of reach. Tyrus Shivers, co-founder of Legacy Wealth Capital Group and former U.S. Air Force signals intelligence analyst, joins host Alex Perny to explain exactly how founders and business owners can access the capital they need legally, strategically, and without giving away the store.Tyrus shares the frameworks he uses every day to guide business owners from cash flow struggles to structured capital raises, using JOBS Act exemptions such as Reg CF, Reg D 506(c), and Reg A. Whether you're a startup founder or a business generating $500,000 in revenue and ready to scale, this episode gives you a clear picture of what it actually takes to raise capital the right way.🔑 Key Learnings:• Why most small business owners are "accidental" operators and how that holds them back from raising capital• The vision-to-marketing-to-sales pipeline that must exist before any capital raise• Why influencer-driven entrepreneurship has set unrealistic expectations for scaling• How to determine exactly how much capital to raise (hint: ask for more than you think)• The full capital stack: bootstrapping, friends & family, angels, banks, grants, venture, and JOBS Act exemptions• What Reg CF, Reg D 506(c), Reg D 506(b), Reg D 504, and Reg A Tier 1 & Tier 2 each allow and which is right for your stage• Why raising capital is a second full-time business and how to staff it correctly• The legal risks of raising capital without proper exemptions or documentation• Why reading your own pitch deck is a red flag to serious investors• How to build a high-performing three-owner team structure to deploy capital effectively⏱️ Chapters:00:02 — Welcome & Tyrus's Morse code background03:58 — How Tyrus got into the capital raising space06:48 — The most common issues business owners face11:09 — Why vision and cash flow must come before operations14:41 — The post-COVID influencer problem in entrepreneurship20:38 — Walking through the full capital stack24:47 — Reg CF, Reg D, and Reg A explained33:37 — The real cost of raising capital38:36 — Documentation, SEC filings, and audited financials46:10 — What to expect from the investor relations process52:44 — Legal rules for who can raise capital on your behalf54:11 — Building a high-performing three-owner team57:51 — How to connect with TyrusSubscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest, Tyrus Shivers:https://tyrusshivers.com/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/#CapitalRaising #BusinessFunding #RegCF #RegD #JobsAct #AlternativeInvesting #BusinessGrowth #Entrepreneurship #StartupFunding #AlternativeInvestingAdvantage

37 million homes across the United States are sitting in extreme weather disaster zones, and they're losing 1.2% of their value every single year. That's not a projection. That's what's happening right now.

In this episode of the Alternative Investing Advantage podcast, host Alex Perny sits down with Ben Gilliland of Future Proof Property Intelligence, a seven-year veteran of disaster mitigation, AI-driven property analysis, and climate-resilient engineering, to break down exactly what this means for real estate investors, homeowners, and anyone trying to protect their property and portfolio.

Whether you're a homeowner in a high-risk state or a real estate investor looking to protect and grow your portfolio — this episode could save you six figures.

⏱ Chapters:

0:00 — Introduction: Why Climate Risk Is Now a Real Estate Issue

2:10 — Ben's Background: Rock Bands, Silicon Valley, NVIDIA & Sailboats

8:19 — Defining the 7 Major Disaster Types Threatening US Property

10:29 — Which 17 States Are at High Risk Today

13:30 — What California Is Doing About Wildfire — And What Texas Isn't

14:11 — The My Safe Florida Home Program: What It Covers

15:28 — The Real Cost of Home Hardening in Florida

18:57 — Shallow Water Flooding: The AI Solution for 62% of Flood Claims

22:31 — How AI Scans Your Home, Builds a 3D Twin & Generates a Blueprint

26:25 — The Insurance Crisis: Why Insurers Are Leaving High-Risk States

29:19 — ROI of Home Hardening: The 10-Year View

35:29 — Forced Mitigation: What States Will Soon Require

39:41 — Existing Housing Stock vs. New Construction: The Real Problem

41:14 — Why Reinsurers Walked Away — And What That Means for You

50:05 — The Worst Place to Own Property in the US (It's Not Florida)

51:51 — Migration Patterns & Where Real Estate Value Is Heading

52:53 — The #1 Factor Driving Population Migration: Fresh Water

56:46 — 5 Markets Future Proof Serves Beyond the Consumer

58:37 — How to Access the Tool, Invest & Connect with Future Proof

Subscribe to our YouTube channel and join our growing community for new videos every week.

If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about our guest, Ben Gilliland:

https://www.linkedin.com/in/ben-gilliland-third

Learn more about Advanta IRA:

https://www.AdvantaIRA.com/

https://podcasters.spotify.com/pod/show/advanta-ira

https://www.linkedin.com/company/Advanta-IRA/

https://twitter.com/AdvantaIRA

https://www.facebook.com/AdvantaIRA/

https://www.instagram.com/AdvantaIRA/

#ClimateRisk #RealEstateInvesting #HomeHardening #InsuranceCrisis #FloodRisk #WildFire #SelfDirectedIRA #AlternativeInvesting #AdvantaIRA

Most investors think they’re diversified… but they’re not.

In this episode of the Alternative Investing Advantage podcast, Alex Perny sits down with Rebecca Irey of Blue Sky Financial to break down the biggest misconceptions in modern investing, retirement planning, and tax strategy.

If you’re relying on outdated strategies like the 60/40 portfolio or assuming retirement will “work itself out,” this conversation challenges that thinking.

This is not financial advice — it’s a reality check.

Topics Covered:

- Retirement planning mistakes

- Roth vs traditional IRA strategy

- Alternative investments explained

- Market volatility and risk management

- Building generational wealth

- Financial planning in uncertain markets

Chapters:

00:02 Introduction to Alternative Investing Advantage

01:49 From Commodity Trading to Financial Planning

05:10 The Flaw in the 60/40 Portfolio

09:54 Variety vs. True Asset Class Diversification

13:09 Navigating the "Upside Down" Economy

16:44 Building a Foundation of Safety

20:04 Lessons from the Great Depression Era

22:55 Kicking the IRS Out of Your Retirement

26:05 Roth Conversions and Income Mapping

31:04 The "Financial Quarterback" Model

37:22 Preparing for the Great Wealth Transfer

44:15 Managing Life’s "Unwritten Stories"

52:18 Closing Thoughts and Contact Information

Subscribe to our YouTube channel and join our growing community for new videos every week.

If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about our guest, Will Harvey:

https://harvey-capital.com/about

Learn more about Advanta IRA:

https://www.AdvantaIRA.com/

https://podcasters.spotify.com/pod/show/advanta-ira

https://www.linkedin.com/company/Advanta-IRA/

https://twitter.com/AdvantaIRA

https://www.facebook.com/AdvantaIRA/

https://www.instagram.com/AdvantaIRA/

#Investing #PersonalFinance #RetirementPlanning #WealthBuilding #FinancialFreedom #AlternativeInvesting #StockMarket #PassiveIncome #MoneyMindset #RothIRA

Hard money lending is one of the most misunderstood parts of real estate investing—but it plays a critical role in getting deals done.In this episode of the Alternative Investing Advantage podcast, Alex Perny sits down with Will Harvey of Harvey Capital to break down how hard money actually works, who it’s for, and how lenders evaluate deals.You’ll learn:How hard money loans are structuredWhy lenders focus on the borrower, not just the dealThe biggest mistakes real estate investors makeHow local market knowledge impacts lending decisionsWhy over-improving properties kills profitabilityHard money isn’t predatory—it’s a tool. And when used correctly, it can unlock deals that traditional financing can’t support.If you want to understand how smart lenders protect their capital and how to think like one, this episode gives you the framework.⏱ Chapters:0:00 — Introduction & Why Hard Money Gets a Bad Rap2:23 — Will's Background: From House Hacking to Hard Money7:39 — How Will Found His Footing as a Lender11:38 — The Accidental Business That Had Legs16:52 — Why Local Market Knowledge Beats Everything20:05 — The Petersburg Example: Why Not Every Deal Is Equal24:53 — How Will Underwrites Loans: ARV, LTV & Character29:11 — Why Will Always Meets Borrowers Face to Face31:40 — Using AI to Improve Underwriting Decisions36:58 — Loan Structure: Points, Rates & Flexible Terms40:13 — The Flexibility of Private Lending vs. Traditional Financing46:14 — What Will Looks for in a Borrower's Renovation Approach55:18 — Where the Market Is Headed & Will's Future PlansSubscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest, Will Harvey:https://harvey-capital.com/aboutLearn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/#HardMoneyLending #RealEstateInvesting #PrivateLending #SelfDirectedIRA #AlternativeInvesting #RealEstate

Gold is trading above $5,000 an ounce. The dollar is weakening. Inflation may be heading toward 4% or higher. And government bonds are quietly being sold off by central banks worldwide. So where should investors be looking — and what does it all mean for your portfolio?

In this episode of the Alternative Investing Advantage Podcast, host Alex Perny sits down with Rinaldo Brutoco, economist, attorney, entrepreneur, founder of the World Business Academy, and merchant banker with decades of experience navigating markets, geopolitics, and global finance, for a wide-ranging conversation on commodities, precious metals, crypto, monetary policy, and what he calls the most important macro forces investors need to understand right now.

In this episode, you'll learn:

• Why Rinaldo is still bullish on gold — and why he says the time to sell hasn’t come yet

• The three factors driving gold’s price: inflation, political instability, and a declining dollar

• Gold ETFs vs. physical gold (specie) — when each makes sense and the real trade-offs

• Why all precious metals are NOT equal — gold vs. silver vs. palladium vs. platinum broken down

• Why silver is more vulnerable than most investors realize (industrial demand, market cornering, X-ray elimination)

• Palladium’s unexpected upside as internal combustion engines make a comeback over EVs

• Bitcoin vs. gold: why Rinaldo sees crypto as a gamble, not a hedge, and what stablecoins get wrong

Subscribe to our YouTube channel and join our growing community for new videos every week.

If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about our guest, Rinaldo Brutoco:

https://worldbusiness.org/team/rinaldo-s-brutoco/

Learn more about Advanta IRA:

https://www.AdvantaIRA.com/

https://podcasters.spotify.com/pod/show/advanta-ira

https://www.linkedin.com/company/Advanta-IRA/

https://twitter.com/AdvantaIRA

https://www.facebook.com/AdvantaIRA/

https://www.instagram.com/AdvantaIRA/

#Gold #PreciousMetals #Commodities #Inflation #GoldInvesting #SilverVsGold #BitcoinVsGold #MacroInvesting #SafeHaven #RinaldoBrutoco #AdvantaIRA #AlternativeInvesting #GeopoliticsAndMarkets #GoldETF #PhysicalGold #DollarDecline #CommodityHedge #Palladium #Copper #WorldBusinessAcademy

Offshore trusts and LLCs aren't just for the ultra-wealthy or the sketchy. They're one of the most effective — and completely legal — tools available for protecting assets from lawsuits, creditors, and geopolitical risk.

In this episode of the Alternative Investing Advantage podcast, Alex Perny sits down with Matthew Smith of SouthPac Group — a firm that has operated in the offshore space since 1982 — to break down exactly how Cook Islands and Nevis structures work, who they're built for, and what it actually costs to set one up and maintain it.

What you'll learn:

→ The difference between Cook Islands and Nevis trusts — and which is right for you

→ Why offshore structures are NOT tax havens (and what they actually are)

→ How irrevocable trusts create a legal wall between you and creditors

→ Trust vs. LLC: when to use each and when to combine both

→ What it takes to access your money — and why that process IS the protection

→ How US persons can legally bank in Switzerland through an offshore structure

→ What the reporting requirements actually look like (and why they're manageable)

→ How self-directed IRA funds can be held in offshore structures

⏱ Chapters:

0:00 — Introduction & Why Offshore Interest Is Growing

2:18 — SouthPac Group: 40+ Years in the Offshore Space

5:10 — Cook Islands vs. Nevis: Key Differences Explained

11:09 — Who Actually Uses Offshore Structures (And Why)

12:56 — Barriers to Entry & Compliance Requirements

15:31 — Offshore ≠ Tax Haven: Clearing Up the Misconceptions

19:13 — Trust vs. LLC: Levels of Protection Compared

23:19 — Revocable vs. Irrevocable: What You Need to Know

25:00 — How Trustees Work and Why You Shouldn't Be Your Own

30:44 — Ongoing Costs: What to Budget For

34:20 — What Assets Can Actually Go Offshore

38:45 — Banking Options: Switzerland, Cook Islands & More

44:02 — How to Access Your Money From an Offshore Trust

48:53 — Managing Expectations as a Trust Beneficiary

50:30 — Why Offshore Isn't as Mysterious as You Think

Subscribe to our YouTube channel and join our growing community for new videos every week.

If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about our guest, Matthew Smith:

https://southpacgroup.com/our-people/

Learn more about Advanta IRA:

https://www.AdvantaIRA.com/

https://podcasters.spotify.com/pod/show/advanta-ira

https://www.linkedin.com/company/Advanta-IRA/

https://twitter.com/AdvantaIRA

https://www.facebook.com/AdvantaIRA/

https://www.instagram.com/AdvantaIRA/

#OffshoreInvesting #AssetProtection #WealthProtection #CookIslands #NevisTrust #Offshoretrust #AlternativeInvesting #SelfDirectedIRA #SDIRA #AdvantaIRA #LegalAssetProtection #SwissBanking #WealthBuilding #HighNetWorth #AlternativeInvestingAdvantage