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Latest Episodes

ILB 16 Ryan Parson | Legacy Planning

A financial advisor for HNWs, Ryan Parson looks at not just stocks and bonds but also private equity and other alternatives. Parson spent years in the financial education space and went deep into alternatives. While typical Ultra HNWs have upwards of 50% of their portfolios in alternatives, the average investor has about

ILB 15 Francois Braine-Bonnaire | U.S. RE Investing

On this show segment, we interview successful passive investors about their journey’s investing in private alternative investments. Join us on this episode with French entrepreneur turned investor, François Braine-Bonnaire. Learn how he built his investment portfolio through single family rentals in the Southeast U.S. François has also helped over 200

ILB 14 | Venture Debt

You’ve heard about the venture capital firms that had success investing early in a company that has now made it big. What you don’t always hear is the number of investments that didn’t work out. It’s inherent to the investing model. But, our guest today, Tony Huang, founder of KISO

ILB 13 | The Great Resignation

Recent inflation numbers are causing alarm bells to go off, making investors scramble to determine how best to prepare. Bob & Ben break down the underlying factors causing this spike in inflation, and the unintended consequence of “The Great Resignation.” Learn about why this is happening, why this is mostly

Recent data on the tax returns of America’s wealthiest reveals just how little they actually pay in taxes. Whatever your opinion on current tax laws, find out the strategies billionaires use to legally and routinely lower their tax liability to keep more of their wealth. — Watch the podcast here:

ILB 12 | Alternative Investments

Josh Wright is an experienced financial advisor who uses alternative investments as a key pillar for his clients. In this interview, we dive into why Josh loves private alternatives and why most financial advisors avoid them, despite many advantages of private alts, including greater diversification & potentially higher returns than

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