In this episode, we dive into the world of macroeconomic trends with Ben Fraser, the Chief Investment Officer at Aspen Funds, an Inc. 5000 company. Drawing from his extensive experience in commercial banking, underwriting, and boutique asset management, Ben shares invaluable insights into the dynamics shaping today's investment landscape.

As a Forbes Finance Council contributor and co-host of the Invest Like a Billionaire™ podcast, Ben brings a wealth of knowledge to the table. He delves into the art of sourcing, vetting, and capital formation, offering a unique perspective on navigating the ever-evolving currents of the financial world.

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Website: https://www.aspenfunds.us

Free economic report: https://investwithaspen.com

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In this episode, we unlock the secrets of financial success with Gavin McHale. Hailing from Winter-Peg, Manitoba, Gavin shares insights from his diverse experience, transitioning from a successful fitness entrepreneur to a business mentor.

Having propelled his own ventures to the multiple 6-figure mark, Gavin is now dedicated to transforming the lives of coaching clients at ETR. Join us as Gavin delves into the millionaire money mindset, offering actionable advice on improving mindset, leadership skills, and scaling businesses to unprecedented heights. This episode is your guide to becoming the best version of yourself and achieving the life you've always dreamed of.

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Website: https://craigballantyne.com

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In this episode, Dr. Doug Lucas answers questions on a range of health-related topics and shares insights from his extensive experience. Dr. Doug's journey from traditional orthopedic surgery to the innovative field of Anti-Aging and Metabolic Medicine has been transformative.

He's the founder of Optimal Human Health MD (OHH) and Optimal Bone Health MD, both dedicated to helping patients achieve their health goals. Tune in to discover how you can live better and longer by improving your health span with the guidance of Dr. Doug Lucas.

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Website: https://www.optimalhumanhealth.com/

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In this episode, join us as we delve into the economic landscape of 2024 with Sam Burns, CFA, Chief Strategist at Mill Street Research. With over two decades of experience in market strategy, Burns offers a unique perspective on the future. As the head of an independent research company, specializing in proprietary tools for asset allocation and macro-economic indicators, Burns has been a guiding force at Wall Street firms.

Gain valuable insights into US and global investment trends, as Burns shares his expertise and forecasts for the economic path ahead. A must-listen for anyone navigating the complex terrain of financial markets.

Contact our guest:

Weekly Roundup: https://www.millstreetresearch.com/weekly-roundup/

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Get a free copy of our book and learn more about our course at: nextleveincome.com Check out our website: www.nextlevelincome.com.

 

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In this episode, we dive into the eye of the financial storm with Neal Bawa, the Mad Scientist of Multifamily, in this episode. Renowned in real estate circles, Neal combines technology, data expertise, and a touch of humor to navigate the complexities of his $1+ billion-dollar multifamily portfolio.

As a sought-after speaker and CEO at Multifamily University, Neal shares insights on the imminent interest rate challenges. Uncover his disruptive beliefs, where “Data beats gut feel by a million miles,” and learn how he leverages data-driven mantras for profit.

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Websites: https://grocapitus.com, https://multifamilyu.com

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In this episode, I talk with Tom Wall. Tom's distinguished 20-year career has been dedicated to whole life insurance, pitting it against alternatives. His journey began as an award-winning advisor at Northwestern Mutual, and then he transitioned his practice to MassMutual. Over the years, he excelled in prominent home office roles, emerging as a renowned storyteller and product expert at conferences and meetings nationwide.

With a Ph.D. in retirement income planning, Tom conducted groundbreaking research on Whole Life as a Fixed Income Alternative under the guidance of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His commitment to academic rigor, coupled with decades of sales experience, makes him a uniquely credible and inspirational voice in the life insurance arena.

Contact our guest:

Website: www.tomwalltalks.com

Website: www.permissiontospend.com/

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In this episode, I talk with Chase Ravsten and explore the importance of optimizing your investments for tax efficiency and building long-term client relationships. With over 14 years of experience in the financial services industry, Chase has honed his skills in sales, advisory roles, and strategic planning.

As a licensed professional with a degree in Entrepreneurship and a deep understanding of investments and retirement, Chase is dedicated to helping his clients make informed financial decisions.

Contact our guest:

Website: https://vistia.com/

Email: [email protected]

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In this episode, Corey shares insights from his bestselling book, "Why The Rich Get Richer – The Secrets to Cash Flowing Apartments." He also discusses his experiences speaking at prestigious institutions like Harvard and Nasdaq.

Corey's journey in the world of multi-family apartments and real estate has been nothing short of remarkable. As the owner of Kahuna Investments, he has overseen the management and acquisition of over $200+ million in real estate across the United States.

Contact our guest:

Website: https://kahunainvestments.com/

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In this episode, I talk with Badri Malynur, the Cofounder and VP at Avestor Inc. (avestorinc.com), a groundbreaking technology platform dedicated to providing sponsors with an end-to-end solution for creating customizable private funds. With a wealth of experience across diverse investment assets, including real estate, stocks, bonds, cryptocurrencies, commodities, options, and angel investing, Badri is a true expert in the field.

Having co-founded two startups and managed large teams at a Fortune 500 company, Badri brings a unique blend of entrepreneurial spirit and corporate leadership to the discussion. With an MBA in Marketing & Finance and a Masters in Computer Science, his insights into building customizable funds are invaluable for anyone looking to navigate the dynamic world of investment.

Contact our guest:

Website: https://www.avestorinc.com

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Get a free copy of our book and learn more about our course at: nextleveincome.com Check out our website: www.nextlevelincome.com.

 

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In this episode, I sit down with John St. Pierre, a seasoned entrepreneurial executive with 25 years of business leadership under his belt. With a track record of co-founding and scaling two companies to over $50 million in revenue each, John is a true business visionary.

John shares his invaluable insights on the "7 Principles of Entrepreneurial Success." Whether you're an entrepreneur, an intrapreneur within a larger organization, or simply striving to achieve your business dreams, this episode is a goldmine of wisdom. John's mission, as the majority owner and chairperson of the Rhombus Group, is to guide you on your journey to success.

Contact our guest:

Website: https://100mJourney.com/

Check out our website: www.nextlevelincome.com.

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Get a free copy of our book and learn more about our course at: nextleveincome.com Check out our website: www.nextlevelincome.com.

 

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Get a free copy of our book and learn more about our course at:

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