Episodes

NASA Apollo leader Jim Skaggs shares leadership lessons and unveils Sound Curves, a U.S.-made high fidelity earbud venture seeking $3M Series B for growth and mid stage investor returns. Learn more about this exciting consumer tech private equity investment opportunity.

Learn due diligence for investors in alternative assets. Master PPM, agreements, manager vetting, and risk review to protect capital and make confident investment decisions.

Discover a unique motorsports investment with Ryan Shehan Racing. Explore high-ROI opportunities, sponsorship benefits, and VIP race experiences in this exclusive growth-focused venture.

Larry Powell reveals proven investment manager due diligence rules to spot red flags, ensure transparency, and protect capital in alternative investments. Whether you’re a mid-stage investor, family office, or institutional allocator, you’ll learn practical asset allocation rules, red flag detection strategies, and alternative investment insights to protect and grow capital. Larry shares real world stories from decades in the field — from spotting fraud before it happens to structuring deals for maximum transparency.

Explore alternative investments, master investment structures, and gain private equity investing insights to protect capital and maximize returns. You’ll learn how each structure impacts liability, taxation, investor rights, and control, plus how management fees and carried interest work in real-world scenarios. Whether you’re allocating capital into private equity, real estate syndications, or other alternative investments, this guide will help you evaluate deals with confidence and negotiate from a position of strength.

Unlock the power of private securities and other alternative investments with this deep dive into how mid stage investors can diversify beyond public markets. Hosts Sarah Florer and Roland Wiederaenders break down the legal definition of a security, reveal the key differences between public and private markets, and explore private equity, hedge funds, and commercial real estate. Learn how to evaluate opportunities, manage liquidity challenges, and position your portfolio for higher, risk adjusted returns — all explained in plain language so you can invest with clarity and confidence.

Discover proven manager selection strategies, rigorous due diligence methods, and insights on alternative investments to help mid stage investors allocate capital with confidence and precision.

Explore alternative investments, private securities, and wealth management strategies to help mid stage investors allocate capital wisely and build lasting, diversified portfolios.

Discover how a 1031 Exchange can boost real estate investing returns with expert qualified intermediary insights, tax deferral strategies, and proven portfolio growth tactics.

Discover how Chattanooga multifamily investment, commercial real estate syndication, and value add real estate investments can deliver strong returns for mid stage investors ready to scale.

Discover how to leverage Oil and Gas Investments for income, growth, and powerful tax advantages. In this episode, Jace Graham, CEO of Rising Phoenix Capital, reveals three proven strategies—bond/debt, income funds, and growth drilling deals—plus insider tips on 1031 exchanges, self‑directed IRAs, and navigating today’s energy market. Perfect for accredited investors seeking portfolio diversification and long‑term wealth creation.

Explore qualitative estate planning strategies that unite wealth management with family wealth preservation, blending financial insight and values to secure your legacy for generations.

Maximize impact and tax efficiency with proven charitable giving strategies. Learn how mid-stage investors can align philanthropy with smart capital allocation for lasting returns.

Master the essentials of building an asset management company, from commercial real estate investing to choosing the right investment management structure for lasting growth.

Explore Open-Ended Funds vs Single Asset Syndication to master Commercial Real Estate Investing with strategies that boost diversification, liquidity, and long-term portfolio growth.

Discover how real estate syndication, passive real estate investing, and mixed-use investment strategies can help you diversify, build wealth, and align with investor first opportunities.

Discover 1031 exchange strategies with Mitch Flax, CAIA—learn to defer taxes, boost returns, and apply proven alternative investment tactics for mid-stage investors.

Discover how marina investing delivers 30%+ IRRs, diverse cash flow, and recession-resistant upside for accredited investors. Whether you're reallocating capital or exploring niche assets, this conversation demystifies the fund-of-funds structure and operational strategies behind a high-performing alternative investment.

Who can legally sell private securities—and how do they get paid? In this episode, Roland and Sarah demystify the broker-dealer rules, issuer exemptions, and investment advisor carve-outs that govern who can offer and sell private deals. Whether you're raising capital or allocating it, this conversation equips you with the legal clarity and strategic insight to navigate alternative investments with confidence. Learn how compensation models like AUM fees and carried interest can keep you compliant—and why illegal commissions are a ticking time bomb when deals go south.

In this episode of Alt Investing Made Easy, experts break down how mid-stage investors can identify, assess, and profit from distressed assets in today’s challenging markets. Listeners will gain actionable strategies for navigating legal risks, structuring deals, and unlocking value across real estate and alternative investments.

In this episode, bankruptcy attorney Mary Elizabeth Heard explains how pre-packaged bankruptcies and 363 sales allow investors to unlock value in distressed assets through strategic restructuring. Listeners learn to spot opportunities and acquire assets free of liens for greater investment upside.

Bankruptcy decoded: protect capital, spot opportunity. Bankruptcy investing isn’t about failure — it’s about finding opportunities. In this episode, we break down the capital stack, creditor priority, and how restructuring can unlock value in alternative assets. If you’re allocating capital in real estate, private equity, or distressed debt, this is your edge.

Unlock the real costs, risks, and capital strategies behind public vs private securities so you can allocate with confidence and capture alpha. Securities attorney and real estate investor Eddie Martin joins Roland and Sarah to demystify IPO expenses, compliance burdens, and the private market boom — giving mid stage investors the clarity to choose the right path for their portfolio.

Are you an accredited investor—or working toward becoming one? In this episode of Alt Investing Made Easy, you’ll learn the accredited investor rules: exact net worth and income thresholds, the legal framework behind Regulation D, and the practical realities of deal size, liquidity risk, and investor verification. Whether you’re already accredited or building toward it, you’ll walk away with the clarity to position yourself for high quality alternative investment opportunities.