The Unconventional Investor

Downsizing or transitioning to a new living situation can be especially overwhelming for seniors and their families. In my recent episode, I had the pleasure of chatting with Zach Gariti, founder of Reavanti, a company specializing in senior move management. Here are 3 key takeaways: A Personalized, Stress-free Approach: Reavanti manages every aspect of a senior’s transition—from sorting and packi...

In this solo episode, Michelle gets into the nuts and bolts of investing in alternative assets. If you’ve ever wondered how difficult the logistics are to invest outside your traditional brokerage, this episode is for you. Michelle breaks down the logistics of alternative investing—from setting up self-directed IRAs to filling out subscription agreements—so you can feel confident taking the next s...

With interest rates on the rise, private credit funds are gaining popularity among investors seeking alternative opportunities. In this episode of The Unconventional Investor , we talk about the fundamentals of asset-backed lending, the innovative structure and strategy of The Bedrock Fund—a private lending platform for home flippers—and discuss how it offers accredited investors stable, non-tradi...

Software engineer & developer, Andy Woodward joins us to give an update on cyptocurrency and it's place in our financial markets.  As someone who's been following the crypto space since 2018, Andy provides a wealth of insights into the world of cryptocurrencies.   Key Takeaways: Understanding Crypto's Resilience : Andy highlights how, despite the buzz around meme coins, the top cryptocurrencie...

If you're interested in learning more about the potential of Manufactured Housing Communities (mobile home parks), listen to this episode! Hansel Rodriguez, Principal of COARE Communities, joins us as we get into the world of Manufactured Housing Communities (mobile home parks). Hansel shares his expertise on diversified investment strategies, the significant returns and tax benefits associated wi...

Ever dreamed of traveling the world for less? This week, I chat with Julian Kheel, founder of Points Path and travel expert, about how to unlock the power of airline miles and credit card points. Julian explains the often-confusing world of travel rewards, sharing his 15+ years of experience and turning the complex system into an exciting game. Learn how to leverage credit card perks, maximize sig...

Take the quiz - How Alternative Assets Can Fit in Your Portfolio   Ready for the next step? Subscribe to the Podcast: pod.link/1671924778 Don't forget to leave a review! Follow Michelle for more financial tips: YouTube: youtube.com/@theunconventionalinvestor   Instagram: michelle.e.moses   Website: www.mefinancial.net   Disclaimer: The information provided in this podcast is for general informatio...

In this episode, we're talking about the world of self-directed accounts with our guest, Michelle Thomas from CNB Custody. 🎙️ If you're looking to invest in alternative investment strategies beyond the traditional stock market, this episode is a must-listen! Here are three key takeaways: 🔹 Understanding Self-Directed Accounts : Self-directed accounts offer the flexibility to invest in alternative...

The podcast is pivoting to focus on something I'm extremetly passionate about - alternative investments. 🎙️ As a Certified Financial Planner and independent financial advisor, I've witnessed the growing desire for investment strategies beyond the traditional stock market. Our revamped podcast aims to guide accredited investors toward alternative investment opportunities that diversify their portfo...

Are you looking to expand beyond the stock market into alternative investments? The Unconventional Investor is the place for you. Hear what the show covers and if it's a match for you.

No matter how much you make, tracking your spending not only helps you feel better, but allows you to make informed decisions.  A budget isn't there to cut costs or live like a miser, it's there so you know what's going on in your financial life.  3 takeaways from this episode: Focus on Large Items: Cars, homes, loans - keeping the cost of these items low, allows you to spend more freely in other...

Thinking about leaving a legacy? The SECURE Act changed the rules for inheriting IRAs, potentially impacting your financial plans. Learn how you can change your savings strategy to minimize taxes for your heirs. What You'll Learn: The 10-Year Distribution Rule: Understand how the SECURE Act affects how beneficiaries access inherited IRA funds. The Power of Roth IRAs: Discover why Roth IRAs are eve...

We've all seen that long list of options your employer hands you. Do you need all of them? Which ones are worth it? In this episode, Corina Vakira Delugos, MBA, EA talks to us about which benefits can save you in taxes - so you're spending tax-free money for your expenses. Corina is a financial services professional with over 25 years of experience in tax, mortgage, and insurance planning.  Key Ta...

Have you had a hard time finding a tax preparer, or been less than happy with the match? Many people make the mistake of picking a tax advisor without asking the right questions, only to face unexpected bills or inadequate service when IRS issues arise. To help us navigate this, we have Corina Vakira Delugos, MBA, EA. Corina is a financial services professional with over 25 years of experience in...

Have you written off Roth IRAs because of income limits? There's a legal way to max it out every year - the Backdoor Roth IRA.  Get tax-free retirement growth and income with the Backdoor Roth IRA. Learn exactly how to do it (it's easier than you think) in this solo episode. We'll break down the benefits, legality, and even explore the Mega Backdoor Roth option. Listen now and discover how a Backd...

Did you know the government now requires certain businesses to disclose their ownership? If you haven't filed your Beneficial Ownership Report (BOI) with the government, you need to listen to this episode! Shruti Gurudanti, a lawyer specializing in corporate and transactional law, joins me to explain the Corporate Transparency Act (CTA) and its impact on your business. In this episode, you'll lear...

Feeling overwhelmed by unrealistic expectations? This solo episode is close to my heart and all about reminding you that you're doing great just as you are. I discuss the pressure of social media and societal messages, especially when it comes to finances and lifestyle. Let's recognize your achievements, manage expectations, and appreciate the good in your life. Sit back, take a listen, and leave...

Ever feel overwhelmed by all the financial advice out there? For years, I haven't been able to recommend many books, but that changed with No Worries: How to Live a Stress-Free Financial Life by Jared Dillian. This book cuts through the noise with just  three key principles to focus on, so you can forget the rest. It has easy-to-manage strategies you only need to check on once a year .  In this ep...

Tired of high mortgage rates? Assumable loans can help you buy a home at a lower interest rate. Join us as Mike Roberts explains the ins and outs of taking over someone else's loan. In this episode, you'll learn: How assumable loans can benefit both buyers and sellers in a transaction. Which loans are eligible to be taken over and how to do it. How assumable loans differ from subto or seller finan...

Have you ever wondered how real estate investors protect their properties from lawsuits? Join us as we explore high-level asset protection strategies with Scott Royal Smith, an experienced real estate investor and attorney. In this episode, you'll learn: How to purchase properties anonymously within a company structure to minimize lawsuit risks. The importance of compartmentalizing assets to prote...

If you're tired of simply choosing between stocks and bonds for your investments, I have an alternative.  Investing in hotels can bring stability and growth, and Peachtree Hotel Group is a leader in the industry.   In this episode, we talk hotel investments with Peachtree Hotel Group. Brian Dunn, Managing Director, discusses how Peachtree builds, finances, and operates top-tier hotels. We discusse...

Are you looking forward to selling your business, and doing it for top dollar? Learn how to maximize your business's value and achieve a smooth exit. In this episode, we get into business valuations, exit planning, and the importance of financial readiness for a successful sale. Laurie Barkman, the Business Transition Sherpa™, shares insights on protecting your business, setting growth goals, and...

If you and your partner/spouse have difficulty talking about money, this episode is for you. Ed Coambs, CFP® and Certified Financial Therapist shares tips on ways to truly hear what your spouse is saying and find a way forward in financial conversations.  Key Topics - Common issues: judgment, criticism, and fear in money discussions Understanding your partner’s family background Review of the four...

In this episode, we explore the basics of self-directed IRAs and how they work. Discover the wide range of investments you can make, from hotels and self-storage units to real estate and even businesses. Self-directed IRAs are less complicated than they seem and align perfectly with my philosophy of investing beyond the stock market. Join me as I break down the essentials and show you how to diver...

Are you wondering when to take Social Security and how to maximize your benefits? In this episode, I talk with retirement planner, Greg Kurinec, CFP®, MRFC® about strategies to get the most from your Social Security benefits. Greg, explains the decision-making factors for taking Social Security early or delaying it, emphasizing the need to consider health, life expectancy, and employment status. W...