Invest Like a Billionaire
Part 1: The Truth About Whole Life Insurance - Experts Debate
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Making a high income doesn’t automatically make you wealthy.
For high-income earners, the challenge often isn’t making more money, it’s turning that income into assets that compound and create long-term financial freedom.
In this episode of Invest Like a Billionaire, Ben Fraser and Ellis Hammond break down how to make the shift from earning a great income to actually building wealth. They discuss lifestyle creep, debt, taxes, investing, and why getting to your first $1 million in investable assets can be such an important milestone.
They also cover the short-term rental tax strategy many high earners overlook, how to “pay yourself first,” why protecting against losses matters when you’re building your portfolio, and the mindset shift from focusing on your income to focusing on your balance sheet.
If you’re a high-income earner who wants to put your money to work and accelerate your path to financial freedom, this episode is for you.
#wealthbuilding #highincomeearners #henry #investing #personalfinance
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Why isn’t your financial advisor talking to you about private investments?
In this episode of Out of the Box, @ellishammond breaks down 7 things your financial advisor may never tell you; from hidden fees and commissions to platform restrictions, conflicts of interest, and the incentives that shape what investments you’re shown.
Learn how the financial advisory system really works, why private alternatives often get left out, and the questions every investor should be asking.
#financialadvisor #alternativeinvestments #passiveincome #privatemarkets #financialeducation
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Is the multifamily market finally at the bottom?
After years of rising interest rates, falling property values, and distress across commercial real estate, the data may be pointing to a major buying opportunity.
In this episode, Bob Fraser, Ben Fraser, and Ellis Hammond break down the current state of the multifamily market, the nearly $800 billion maturity wall, where distress is actually showing up, and why they believe the bottom is here.
They also explain why today’s higher interest rates could create a unique buying window, how inflation impacts real estate over the long term, and why borrowing costs are temporary, but your basis is forever.
#multifamilyinvesting #multifamily #realestate #multifamilyrealestateinvesting #privatemarkets #commercialrealestate #passiveincome #alternativeinvesting
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What does it actually take to find a good private market deal?
Aleksey Chernobelskiy, founder of GP-LP Match, joins Ben Fraser and Ellis Hammond to break down what he’s seeing across private markets today, from the biggest mistakes investors make to the risky assumptions hiding in real estate deals.
Plus, why sophisticated investors may look at dozens of deals before saying yes to one.
#privatealternatives #alternativeinvestments #privatemarkets #wealthmanagement
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Private alternatives are becoming a bigger part of high-net-worth portfolios. Is your advisory practice keeping up?
Ellis Hammond sits down with Steve Woodruff, Principal and CIO of Venture Financial Advisors, to discuss why investor demand for private alternatives is growing and what RIAs need to know to stay competitive. They cover how to incorporate private markets into client portfolios, evaluate managers, conduct due diligence, and navigate opportunities across private credit, private equity, energy, and more.
#privatealternatives #ria #financialadvisors #alternativeinvestments #privatemarkets #wealthmanagement #privatecredit #portfoliodiversification
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What makes a smart real estate investment?
In this episode of Out of the Box, @ellishammond shares five rules for investing in private real estate, from using debt wisely and prioritizing cash flow to protecting against inflation and buying at the right basis.
Learn the principles that can help you make smarter real estate investments in any market.
#realestate #passiveincome #realestateinvesting #privatemarkets #alternativeinvesting
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In this episode, Bob Fraser, Ben Fraser, and Ellis Hammond break down the strategy outlined in Ram Charan’s China’s 90% Model, how China gained control of critical industries like rare earth minerals, and why AI could be the next major battleground.
Is the U.S. prepared to fight back? And what does this growing economic battle mean for investors?
#china #useconomy #investing #geopolitics #chinaeconomy
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Blackstone, Vanguard, and Wellington are bringing private markets to everyday investors.
Their new funds give non-accredited investors access to alternative investments like private equity, private credit, real estate, and infrastructure. But is easier access actually a good investment?
Bob Fraser, Ben Fraser, and Ellis Hammond break down the opportunity, the risks, the fees, and what this could mean for the future of alternative investing.
Referenced in this episode:
Leyla Kunimoto’s breakdown of the WVB All Markets Fund and its fee structure:
Read Leyla’s analysis here: https://x.com/LeylaKuni/status/2081081577099174243
#alternativeinvestment #privatemarkets #blackstone #vanguard #investing #privateequity #privatecredit #wealthbuilding
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