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Invest Like a Billionaire

Aspen Funds
Alternative Investments
Real Estate
Investment Strategies
Private Credit
Oil and Gas
Private Equity
Real Estate Investing
Inflation
Entrepreneurship
Real Estate Investment
Interest Rates
Passive Investing
Infinite Banking
Whole Life Insurance
Multifamily Real Estate
Industrial Real Estate
Commercial Real Estate
Multifamily
Passive Income
Intuition

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 ... more

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Artwork for Invest Like a Billionaire

Latest Episodes

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... more

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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, an... more

“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 ... more

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:

*... more

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Recent Guests

Patrick Lonergan
Founder of Vital Wealth
Vital Wealth
Episode: You Don't Have A Tax Strategy, You Have A Tax Return
Dugan Kelley
Co-founder of Kelley Clarke, SEC and real estate attorney who structures roughly 200 deals a year
Kelley Clarke
Episode: $1 Trillion in Real Estate Is Breaking (Here’s What Happens Next)
Craig Wear
CFP and author of Roth Conversion Secrets
Independent advisor and author
Episode: Roth Conversions: Why Waiting Is Costing You Millions
Litan Yahav
CEO and co-founder of Vyzer
Vyzer
Episode: What 10,000 High-Net-Worth Investors Are Actually Doing Right Now w/Litan Yahav (Vyzer)
Ben Fraser
Chief Investment Officer at Aspen Funds
Aspen Funds
Episode: Is Private Credit About to Collapse? ($1.7 Trillion at Risk)
Chris Nelson
Three times IPO tech executive and founder of WealthOps
WealthOps
Episode: How to Run a Micro Family Office & Manage Your Wealth Like the Ultra-Rich
Spencer Levy
Global client strategist and senior economic advisor at CBRE
CBRE
Episode: Real Estate in Limbo: 2026 Outlook with CBRE’s Spencer Levy
Christian Perez Giese
Executive VP at CBRE, specializing in industrial real estate
CBRE
Episode: How U.S. Trade Policy Is Shaping New Investment Opportunities in Industrial w/ CBRE Executive VP Christian Perez Giese
Amanda Han
Tax expert and CPA specializing in strategies for passive investors
Keystone CPA
Episode: Advanced Tax Saving Strategies for Passive Investors

Hosts

Ben Fraser
Co-host of Invest Like a Billionaire; Managing Partner at Aspen Funds; long-standing host focused on real estate and alternative investments.
Bob Fraser
Host and co-host focused on investment strategy and market context; long-running figure within Aspen Funds' investment framework.

Reviews

4.9 out of 5 stars from 163 ratings
  • Great for Leveling Up Your Investing

    I’m a full-time real estate investor who’s been building my portfolio for over a decade. What started as a couple of rentals on the side has grown into a diversified mix of single-family homes, multifamily properties (12–49 units), commercial assets, mobile home investments, and land.

    Today, real estate is our primary source of income. The combination of cash flow and tax efficiency has been a game changer—freeing up capital not just for reinvestment, but also for increasing our charitable givi... more

    Apple Podcasts
    5
    AlwaysStriving22
    United Statesa month ago
  • Highly Recommend!

    Thank you so much for your information on investing. I am learning more every time I listen. Highly recommend!

    Apple Podcasts
    5
    Eda_Silvester321
    United States2 years ago
  • Awesome Podcast

    Bob and Ben offer insightful commentary and practical advice. It's a must-listen Podcast for investors of all levels. It is also a supportive investing community. I appreciate it!

    Apple Podcasts
    5
    Layrunj
    United States2 years ago
  • Valuable Insights

    This investing podcast is a valuable resource for anyone looking to grow their wealth and build a secure financial future.

    Apple Podcasts
    5
    kian_stanley64
    United States2 years ago
  • Informative Content

    Informative and well-researched episodes. Love the takes on the latest trends in Real Estate, the Economy and Alternative Investments.

    Apple Podcasts
    5
    William_Jor
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise guests and the breadth of topics from real estate to macro trends.
Hosts bring real-world experience and credible insight with strong network effects.
The show is a practical resource for building wealth through non-traditional investments.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#216
India/Business/Investing
Apple Podcasts
#238
Taiwan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

How to Run a Micro Family Office & Manage Your Wealth Like the Ultra-Rich
Q: What is the first step when you suddenly come into wealth?
Define the purpose of the wealth, articulate a legacy statement, and start translating that purpose into tangible goals and a sustainable portfolio structure.
Is Private Credit About to Collapse? ($1.7 Trillion at Risk)
Q: Given recent NAV write-downs and liquidity concerns, is private credit collapsing or undergoing a normal correction?
It's a market correction rather than a collapse, with volatility concentrated in certain segments and asset types. While some large funds have experienced losses and liquidity constraints, others—especially smaller, real estate-focused private credit programs—can maintain stability through selective underwriting and real estate-backed collateral.
Is Private Credit About to Collapse? ($1.7 Trillion at Risk)
Q: Ben, describe to us what private credit is and how it differs from traditional bank lending.
Private credit is a broad, non-public form of debt; it fills gaps left by traditional banks, often funded by large institutions, and includes secured lending as well as more complex forms like mezzanine debt and preferred equity. It sits between bank loans and private equity, offering higher yields but with careful attention to risk, structure, and collateral.
2026 Macro Outlook Recap & Reaction: Rates, Growth, and Real Estate
Q: How should investors navigate the disconnect between sentiment and data?
Investors should focus on the data, as sentiment isn't currently affecting spending.
The Billionaire Tax Battle: CA vs. MO (And How to Pay Less)
Q: Why does this tax battle matter to those outside of California?
It reflects a deeper ideological conflict that could affect everyone, showing a trend that can spread across states.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Invest Like a Billionaire

What is Invest Like a Billionaire about and what kind of topics does it cover?

A practical, wealth-building show centered on alternative investments, real estate, and macro trends. Listeners get actionable insights on private equity access, real estate strategies, and portfolio diversification from two seasoned hosts tied to an investment firm. Episodes frequently feature notable guests and market commentators, with a clear emphasis on leveraging networks, capital-raising models, and data-driven decision making to grow wealth beyond traditional markets. The format often blends market context, strategy, and real-world case studies, making it valuable for accredited investors, financial professionals, and ambitious individuals exploring non-traditional paths to passive income and wealth preservation. A notable strength ... more

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Which podcasts are similar to Invest Like a Billionaire?

These podcasts share a similar audience with Invest Like a Billionaire:

1. Tax Smart Real Estate Investors Podcast
2. The Best Ever CRE Show
3. Ken McElroy Show
4. Creating Wealth Real Estate Investing with Jason Hartman
5. BiggerPockets Money Podcast

How many episodes of Invest Like a Billionaire are there?

Invest Like a Billionaire launched 5 years ago and published 242 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Invest Like a Billionaire?

Recent guests on Invest Like a Billionaire include:

1. Patrick Lonergan
2. Dugan Kelley
3. Craig Wear
4. Litan Yahav
5. Ben Fraser
6. Chris Nelson
7. Spencer Levy
8. Christian Perez Giese

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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