Invest Like a Billionaire

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 time

The IRR trap most investors fall into

How cash drag and taxes kill compounding

Why wealthy investors focus on consistency, not home runs

If 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/

$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 now
This 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/

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 much
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/

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)s
If 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/

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 markets

Where capital is still flowing in private investments

What investors may be getting wrong right now

How AI is changing deal analysis and due diligence

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/