Free Daily Podcast Summary
Invest Like a Billionaire: Daily Summaries Delivered
by Aspen Funds
Get key takeaways, quotes, and insights from Invest Like a Billionaire in a 5-minute read. Delivered straight to your inbox.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Today49 min
The Skills That Built Your Wealth Can Destroy It featuring TIGER 21's Founder
Most entrepreneurs know how to build wealth. Very few know how to keep it.In this episode, Bob Fraser and Ellis Hammond sit down with Michael Sonnenfeldt, founder and chairman of TIGER 21, whose members collectively manage more than $280 billion in assets.They discuss why entrepreneurs often become bad investors after a big exit, the mindset shift from builder to allocator, how the ultra-wealthy are investing today, and why time eventually becomes more valuable than money.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
- 1 weeks ago37 min
You Don't Have A Tax Strategy, You Have A Tax Return
Most entrepreneurs think they have a tax strategy. What they actually have is a tax return.In this episode, Patrick Lonergan of Vital Wealth breaks down the biggest tax mistakes high earners make, why most CPAs are reactive instead of strategic, and how wealthy entrepreneurs use tax planning, cash flow management, and alternative investments to build long-term wealth.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
- 2 weeks ago35 min
The 5 Real Estate Rules Everyone Broke (And Lost Billions)
“Good” deals are losing money right now.So what went wrong?In this episode of Invest Like A Billionaire, Ben and Ellis break down the 5 rules most real estate investors ignored and how breaking them led to massive losses across the market.More importantly, we show you how to apply these rules to win in the next cycle.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
- 3 weeks ago35 min
Why Billionaires Choose Funds Over Single-Asset Deals
Most investors think picking the right deal is how you win. It’s not.In this episode of Invest Like a Billionaire, we break down why investing deal by deal can quietly destroy your returns and what actually builds long-term wealth.We cover:Why “good” deals still lose money over timeThe IRR trap most investors fall intoHow cash drag and taxes kill compoundingWhy wealthy investors focus on consistency, not home runsIf you’re investing in real estate or private markets, this will change how you think about building wealth.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
- 4 weeks ago42 min
$1 Trillion in Real Estate Is Breaking (Here’s What Happens Next)
$1T in multifamily debt is coming due and most of it already doesn’t work.Is this a real estate crash or the next buying opportunity?We brought in Dugan Kelley, co-founder of Kelley Clarke Law and a leading real estate and SEC attorney, to break down what’s actually happening in the multifamily market.In this episode:-The multifamily “maturity wall” explained-Why 2020–2022 real estate deals are in trouble-How rising interest rates broke deal economics-What happens next: loan modifications, forced sales, or foreclosure-What real estate investors need to know nowThis isn’t 2008. It’s a valuation reset in commercial real estate.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
- Apr 14, 202640 min
Roth Conversions: Why Waiting Is Costing You Millions
If you have a large IRA, there’s a good chance you’re playing the game exactly how the IRS wants, and it’s costing you millions.Most investors are told to defer taxes. That’s where they go wrong.In this episode, CFP and tax strategist Craig Wear explains why Roth conversions often make more sense sooner and more aggressively than most people think.We cover: • Why waiting can cost you • How RMDs increase your tax bill • The hidden tax trap for retirees • When to convert and how muchHave more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
- Apr 7, 202633 min
Why Serious Investors Never Invest in Their Own Name
Most investors focus on what to invest in. Wealthy investors focus on how they invest.In this episode, we break down one of the simplest (and most overlooked) strategies: using an LLC to structure your investments.Bob’s been doing this for years. Ben hasn’t. So… is this actually something you should be doing?We cover: • Why serious investors don’t invest in their own name• How this setup can reduce taxes and increase flexibility • The mindset shift of treating your investments like a business • How it unlocks strategies like Solo 401(k)sIf you’re building wealth, this is a foundational move worth understanding.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
- Mar 31, 202646 min
What 10,000 High-Net-Worth Investors Are Actually Doing Right Now w/Litan Yahav (Vyzer)
What are high-net-worth investors actually doing with their portfolios right now?In this episode, Bob and Ben sit down with Litan Yahav, co-founder of Vyzer, to break down insights from $30 billion in real investor data—not surveys, but actual portfolio behavior.The results are surprising.From a major shift out of private markets… to where capital is flowing instead… to how investors are rethinking due diligence—this episode gives you a clear look at how sophisticated investors are positioning today.In this episode:The shift from private to public marketsWhere capital is still flowing in private investmentsWhat investors may be getting wrong right nowHow AI is changing deal analysis and due diligenceHave more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Get Invest Like a Billionaire summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The Investor's Podcast Network
Invest Like a Boss
Sam Marks Johnny FD Derek Spartz
The Alternative Investor
Brad Johnson
15 Minutes of Finance
James Walters, CRPC and Brandon West, CPA
The Wealth Without Wall Street Podcast
By Russ Morgan & Joey Muré
Millionaire Mindcast
Matt Aitchison
Rich Habits Podcast
Austin Hankwitz and Robert Croak
The Long Term Investor
Peter Lazaroff
Alternative Investor Mastermind
Jack Krupey
The Infinite Wealth Podcast
Infinite Wealth Consultants
How I Invest with David Weisburd
David Weisburd
Multiple Perspectives
EquityMultiple
About Invest Like a Billionaire
The insider’s guide to alternative investing. Each week, join Aspen Funds’ Bob and Ben Fraser to hear the latest insights from the world of alternative investing. We’ll give you an inside look at the portfolios of everyday millionaires who are making real returns and passive income through alternative investments in real estate, private equity, hedge funds, and more. And we’ll keep you up-to-date with market news, macroeconomics and investable megatrends so you can invest with confidence.Find out more at https://www.thebillionairepodcast.com/ or join us at https://aspenfunds.us/
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Invest Like a Billionaire in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's Invest Like a Billionaire daily summary?
It's a free AI-powered email that summarizes new episodes of Invest Like a Billionaire as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Invest Like a Billionaire podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Invest Like a Billionaire product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Aspen Funds.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does Invest Like a Billionaire release new episodes?
Invest Like a Billionaire publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does Invest Like a Billionaire cover?
Invest Like a Billionaire covers topics including Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Invest Like a Billionaire summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.