Episode 62: Self Directed Retirement Accounts are Changing with Damion Lupo
Alt Asset Allocation
by Ben
2y ago
Today’s interview is with Damion Lupo. Most of our listeners will know what a 401K and IRA are. If you’re interested in alternative investments, you’ve likely been frustrated that they’re hard to own in a retirement account. Maybe this led you to a self-directed IRA.   Well, Congress has proposed changes to the laws governing IRAs as part of their $3.5 trillion reconciliation package. In its current form, their proposal would prohibit IRAs from investing in most alternative assets. All accounts holding these assets would need to liquidate them by the end of 2023.  These changes, if ..read more
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Episode 61: Taking the Financial Path Less Traveled with Nick Kosko
Alt Asset Allocation
by Ben
2y ago
Today’s interview is with Nick Kosko. Nick is a wealth strategist at CreateTailwind and in this episode, we discuss financial Independence, Taking control of you money and questioning the financial norms. Infinite banking has been called a scam by Dave Ramsey, but it actually might make sense for some of the listeners out there – at least to learn more about it and how it could be used in your financial planning. Listen on your Platform of choice: Check out https://anchor.fm/investinalts for all the listening options (Spotify, Apple, etc.) Watch on YouTube Show Notes 0:00:00 Welcome and cont ..read more
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Episode 60: Puerto Rico Tax Advantages with Chris Hamm
Alt Asset Allocation
by Ben
2y ago
Have you heard about Puerto Rico being the last true tax haven for Americans? In this episode we dive deep into Puerto Rico; Most importantly what the tax savings opportunities are for Americans. We talk about all things Puerto Rico. What’s it like living there, the climate, what sort of people should be interested in looking at Puerto Rico and what to keep in mind if you’re interested in doing it. Enjoy learning all about Puerto Rico and It’s potential tax advantages with Chris Hamm! Listen on your Platform of choice: Check out https://anchor.fm/investinalts for all the listening options (Sp ..read more
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Episode 59: Investing in Pre-Publicly Traded and Synthetic Assets with Xavier Ekkel
Alt Asset Allocation
by Ben
2y ago
Today’s interview is with Xavier Ekkel, founder of prePO. prePO is a decentralized exchange allowing anyone, anywhere, to speculate on the value of any pre‑IPO company or pre‑token project. The project is community driven and the markets listed on prePO will be decided by the users of the project. Enjoy this conversation on all things synthetic assets and learn a bit more about prePO and what they’re doing differently. Listen on your Platform of choice: Check out https://anchor.fm/investinalts for all the listening options (Spotify, Apple, etc.) Watch on YouTube https://youtu.be/6WjYT2ryiEI S ..read more
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Episode 58: Non Fungible Tokens and The Metaverse with Rizzle
Alt Asset Allocation
by Ben
2y ago
Today’s interview is with Rizzle. Non Fungible Tokens, or NFTs, are making headlines again. Rizzle is so plugged into the NFT Ecosystem. He’s just the guy to give this update on what’s going on, and why NFTs are valuable beyond the hype. We cover a very broad discussion on all things NFTs and the Metaverse. Enjoy this episode with Rizzle! Listen on your Platform of choice: Check out https://anchor.fm/investinalts for all the listening options (Spotify, Apple, etc.) Watch on YouTube https://youtu.be/yVSS0IoiD4U Show Notes 0:00:00 Welcome and context 0:01:37 What is your background? 0:05:06 Wha ..read more
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Episode 57: Cash Value Life Insurance with Matt Golliher
Alt Asset Allocation
by Ben
2y ago
Today, I’m talking to Matt about Index Universal Life Insurance which is a type of Cash Value Life Insurance. Life insurance as an asset class and as part of your investment strategy. I have a bit of a mental block when it comes to Life insurance as an asset class, so it’s always good to get to the other side of the story and broaden my perspectives a bit. Matt Golliher of Vista Investments on Life Insurance as part of your investment strategy. Listen on your Platform of choice: Check out https://anchor.fm/investinalts for all the listening options (Spotify, Apple, etc.) Watch on YouTube http ..read more
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Episode 55: MakerDAO and DeFi Today in Crypto with Mariano
Alt Asset Allocation
by Ben
2y ago
Today’s interview is with Mariano of Maker Growth, with MakerDAO. MakerDAO is one of the oldest and arguably most important protocols built on Ethereum. A “Pawn Shop” where you are able to take your Digital Asset collateral and generate DAI – a stable coin. Don’t sell your crypto, take out a loan in a completely trustless manner – oh, ya it’s only a few % per year in interest too. Enjoy this episode with Mariano on MakerDAO and DeFi. Listen on your Platform of choice: Check out https://anchor.fm/investinalts for all the listening options (Spotify, Apple, etc.) Watch on YouTube https://youtu.b ..read more
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Episode 54: DAOs, NFTs, Social Tokens – A Crypto Landscape Update with Cooper Turley
Alt Asset Allocation
by Ben
2y ago
The Crypto Ecosystem is quite vast and always quickly moving. There are some major trends that are accelerating – DAOS, Decentralized Autonomous Organizations – NFTs – Non Fungible Tokens – DeFi – Decentralized Finance and Social Tokens… No fun Acronym there, but loads to unpack and Cooper is just the guy to do it. Enjoy this episode with Cooper Turley on all things crypto! Listen on your Platform of choice: Check out https://anchor.fm/investinalts for all the listening options (Spotify, Apple, etc.) Watch on YouTube https://youtu.be/kq5onUu-RcM Show Notes 0:00:00   Welcome and context 0 ..read more
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Episode 53: Investing in Gold with Lynette Zang
Alt Asset Allocation
by Ben
2y ago
Lynette Zang is Chief Market Analyst at ITM Trading, and they have a fantastic YouTube channel. In this episode, Lynette goes over the history of Gold as a currency and how we ended up in a Fiat Monetary system. How the financial system is changing, why Government Debt is at all-time highs and a lot of other topics broken down by Lynette Zang. Enjoy! Listen on Spotify: Check out https://anchor.fm/investinalts for all the listening options (Spotify, Apple, etc.) Watch on YouTube https://youtu.be/Zs6Fkx30B9I Show Notes 0:00:00   Welcome and context 0:02:27   What is your background? 0 ..read more
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Episode 52: Macro, MMT, Gold and Inflation with Frank Holmes
Alt Asset Allocation
by Ben
3y ago
Frank is the man, and he is really well known for Gold. This was recorded around the first of march – but the macro and gold views here are evergreen and still valid. Macro, MMT, Gold, Inflation, the changing capital markets… We cover a lot. If you’re a fan on the channel, you’ll notice that we cover quite a bit about alternative investments and this ends up covering gold quite a bit. But each guest really comes on with their own unique view that I find absolutely fascinating. Listen on your Platform of choice: Check out https://anchor.fm/investinalts for all the listening options (Spotify, A ..read more
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