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Invest Like a Billionaire

Aspen Funds
Alternative Investments
Real Estate
Investment Strategies
Private Credit
Private Equity
Oil and Gas
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

Are your 30s and 40s the most important decades for building wealth?

In this episode, Ben Fraser and Ellis Hammond share the wealth-building lessons they've learned the hard way, from investing mistakes and lifestyle creep to the power of compoundin... more

Most high-income earners assume the Solo 401(k) isn't for them.

They're wrong.

If you have a side hustle, a consulting gig, or a small investment LLC, you likely qualify, and you could be sheltering up to $144,000 per year in tax-free contribution... more

YouTube

Nobody predicted 2008. Nobody predicted COVID. And whatever causes the next market crisis probably won't be what investors expect.

That's what makes today's environment so challenging. Just a few months ago, markets were expecting rate cuts and easi... more

YouTube

Bourbon might be one of the most overlooked alternative investments in America.

In this episode of Invest Like a Billionaire, Brian Rosen, founder of InvestBev, breaks down how his firm built a portfolio around bourbon barrels, beverage brands, and ... more

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Recent Guests

George Blower
Co-founder of MySolo 401k Financial
MySolo 401k Financial
Episode: Think You Don't Qualify for a Solo 401(k)? Think Again.
Brian Rosen
Founder of InvestBev
InvestBev
Episode: The Dirty Secret Behind Bourbon (And How to Profit From It)
Michael Sonnenfeldt
Founder and Chairman of Tiger 21
Tiger 21
Episode: The Skills That Built Your Wealth Can Destroy It featuring TIGER 21's Founder
Patrick Lonergan
Founder of Vital Wealth
Vital Wealth
Episode: You Don't Have A Tax Strategy, You Have A Tax Return
Ben Fraser
Real estate investor and executive, discussed five rules and market insights
Aspen Funds
Episode: The 5 Real Estate Rules Everyone Broke (And Lost Billions)
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)
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

Hosts

Bob Fraser
Host of Invest Like a Billionaire; focuses on real estate, private markets, and portfolio strategy.
Ben Fraser
Co-host of Invest Like a Billionaire; guides insights on real estate investing, private credit, and wealth-building strategies.

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 States2 months 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.

The show is seen as a high-value resource for building wealth through alternative investments and disciplined portfolio management.
Listeners praise practical, well-researched insights and actionable takeaways for sophisticated investing.
Guests are perceived as credible, bringing varied expertise across real estate, private markets, and tax planning.

Chart Rankings

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

Apple Podcasts
#232
United States/Business/Investing
Apple Podcasts
#71
Russia/Business/Investing
Apple Podcasts
#93
Japan/Business/Investing
Apple Podcasts
#132
Chile/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Think You Don't Qualify for a Solo 401(k)? Think Again.
Q: What is the mega backdoor Roth and why is it important?
The mega backdoor Roth is a two-step strategy: first make voluntary after-tax contributions up to the overall limit, then transfer or convert those funds to a Roth account (Roth 401(k) or Roth IRA). This can dramatically increase tax-advantaged savings, especially for high earners who max out traditional employee contributions.
Think You Don't Qualify for a Solo 401(k)? Think Again.
Q: How do the contribution buckets in a solo 401(k) work with a day job?
You can contribute to both the employee and employer buckets. The employee bucket is limited by earned income and plan rules, while the employer bucket can include after-tax contributions, which in aggregate can reach the overall limit (e.g., $72,000 for 2026). The megabackdoor Roth lets you convert after-tax contributions into a Roth, enhancing tax efficiency.
Think You Don't Qualify for a Solo 401(k)? Think Again.
Q: What are the basic eligibility rules for a solo 401(k)?
A solo 401(k) requires you to be self-employed and not have any full-time employees working for you (other than a spouse in some cases). You can still work a W-2 job elsewhere, as long as your solo business has earned self-employment income and the plan has no employees, to qualify.
The Skills That Built Your Wealth Can Destroy It featuring TIGER 21's Founder
Q: What advice do you give new members about managing capital after a liquidity event?
Take your time to understand macro risks, avoid rushing to deploy capital, and begin with secure, foundational investments while learning. Build an understanding of asset allocation, recognize that alternatives have a capital-call risk, and seek to learn from a trusted, edge-driven investment team rather than going it alone.
The Skills That Built Your Wealth Can Destroy It featuring TIGER 21's Founder
Q: What is Tiger 21 and who are its typical members?
Tiger 21 is a premier, global network of high net worth entrepreneurs who have built substantial wealth and now focus on preserving and prudently growing capital through collective learning and diversified investments. Members are largely first-generation wealth creators who started with relatively modest means and built multi-dollar businesses.

Audience Metrics

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

Listeners per Episode
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Frequently Asked Questions About Invest Like a Billionaire

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

A show focused on alternative investing, real estate, private markets, and wealth strategy. It frequently features high-credibility guests—from private investors and fund managers to attorneys and wealth planners—discussing strategies for building, preserving, and growing wealth through non-traditional assets. Episodes highlight macro trends, tax optimization, deal structures, and risk management, often with practical frameworks and real-world anecdotes. Noteworthy is the consistent emphasis on disciplined investing, diversification, and long-horizon thinking, with a blend of actionable guidance and insider perspectives that appeal to accredited investors and seasoned professionals seeking deeper insights beyond traditional portfolios.

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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. Real Estate Investing with Coach Carson
5. BiggerPockets Real Estate Podcast

How many episodes of Invest Like a Billionaire are there?

Invest Like a Billionaire launched 5 years ago and published 246 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. George Blower
2. Brian Rosen
3. Michael Sonnenfeldt
4. Patrick Lonergan
5. Ben Fraser
6. Dugan Kelley
7. Craig Wear
8. Litan Yahav

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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