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Artwork for wealth unfiltered

wealth unfiltered

Ashley Penrod
Real Estate
Multifamily Real Estate
Viking Capital
Private Markets
Multifamily Real Estate Market
Kpi's
Sunbelt
Landsharks
Tribevest
Multifamily Investing
Factright
Rias
Stock Market
Sun Belt
Real Estate Investing
Tax Mitigation
Aspen Funds
5th Avenue Underground Club
Marcus & Millichap
Left Field Investors

Wealth {Un}Filtered: Your Guide to Smarter Investing Expert insights, market trends, and actionable strategies to empower your wealth journey. Tune in for engaging interviews and real-world advice to build lasting financial success.

PublishesWeeklyEpisodes50Founded2 years ago
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Artwork for wealth unfiltered

Latest Episodes

Is money the most emotionally charged topic in your life? According to behavioral finance expert Brian Portnoy, the data says yes — more so than politics, mortality, or religion.

In this episode, Brian Portnoy, founder and CEO of Shaping Wealth and... more

What does modern wealth management actually look like beyond the traditional 60/40 portfolio?

In this episode of Wealth Unfiltered: Advising the Modern Allocator, Samantha Parrinello sits down with Anna N'Jie-Konte, CFP®, Founder & CEO of Poder Wea... more

Can retirement accounts invest in multifamily real estate, private equity, and other alternative investments?

In this episode of Wealth Unfiltered, Samantha Parrinello sits down with Ramez Fakhoury, Vice President of IRA Club, to explore how self-d... more

How do you separate an institutional-quality real estate sponsor from one that simply has good marketing?

In this episode of Wealth Unfiltered, host Samantha Parrinello sits down with Jake Heidkamp, Co-CEO of FactRight, one of the industry's leadin... more

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Recent Guests

Anna N'Jie-Konte
Founder and CEO of Poder Wealth Advisors
Poder Wealth Advisors
Episode: The Practitioners Playbook: How A Modern RIA Actually Allocates to Alternatives
Ramez Fakhoury
Vice President, IRA Club
IRA Club
Episode: How RIAs Can Unlock Retirement Capital with Self-Directed IRAs
Jake Heidkamp
CEO of FactRight, independent due diligence firm
FactRight
Episode: What Good Looks Like: Diligence Standards for Real Estate Sponsors
Andrew Beer
CEO/Co-founder of Dynamic Beta Investments (DBI)
DBI (Dynamic Beta Investments)
Episode: The Alternatives Reality Check: Managed Futures, Private Markets & Building Better Portfolios with Andrew Beer
Phil Shankweiler
Managing Director and Head of RIA Sales, Partners Group
Partners Group
Episode: Beyond 60/40 Why Real Assets Anchor the Modern Portfolio | Phil Shankweiler
Jeff Adler
VP of Yardi Matrix, data division
Yardi Matrix
Episode: Renting Vs. Buying: Demographics, Affordability, and The New Demand Cycle
John Chang
Chief Analytics and Intelligence Officer
Marcus & Millichap
Episode: The Multifamily Investment Landscape: Demand, Capital Markets, & Strategy
Paul Fiorilla
Director of Research and Publications
Yardi Matrix (Yardi Systems Inc.)
Episode: The New Multifamily Normal: Rent Growth, Refinancing, and Risk
Spencer Levy
Global client strategist and senior economic advisor
CBRE
Episode: Durable Demand Drivers: Where Commercial Real Estate Wins in 2026

Hosts

Samantha Parrinello
Host of Wealth Unfiltered
Samantha Paranello
Host of Wealth Unfiltered

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Talking Points

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What Good Looks Like: Diligence Standards for Real Estate Sponsors
Q: What distinguishes a sponsor that clears diligence from one that does not?
Key differentiators include robust legal and regulatory history checks, clear governance and policies, alignment of interests across fee streams, and the ability to provide transparent, verifiable evidence behind performance claims, as well as documented investor communications and governance practices.
What Good Looks Like: Diligence Standards for Real Estate Sponsors
Q: Will you walk us through what a typical FactRight framework looks like for sponsor diligence when an offering comes in?
FactRight uses two primary diligence suites: sponsor operational due diligence (focusing on people, processes, governance, policies, and the sponsor's financial health) and fund-level due diligence (examining the offering documents, investor rights, and governance). The goal is a holistic, evidence-based assessment without issuing buy/sell recommendations, to help RIAs and broker-dealers judge alignment with investors.
Financial Freedom for Physicians
Q: What practical steps can listeners take in the next 30 days to start building wealth?
Start by allocating a large portion of income to investments in low-cost index funds/ETFs, set up tax-advantaged accounts, and begin exploring cash-flow avenues such as real estate with proper due diligence and education; join a community or mentorship to stay accountable.
Financial Freedom for Physicians
Q: What are the biggest mistakes you see among physicians starting their wealth journey?
Mistakes include focusing on paying off debt too aggressively without considering opportunity cost, lifestyle inflation from colleagues, and carrying high-interest credit card debt. She emphasizes strategic student loan planning and the importance of building a diversified, cash-flow–driven portfolio.
Financial Freedom for Physicians
Q: You started with a high-paying medical career but faced debt. What was the turning point that shifted you toward wealth-building?
The realization that paying off debt alone didn't create true financial freedom led to a deep dive into asset-building. She began investing aggressively in low-cost index funds, shifted focus to cash-flow investments like real estate, and built a network of mentors and peers who were financially successful, which unlocked new opportunities.

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Frequently Asked Questions About wealth unfiltered

What is wealth unfiltered about and what kind of topics does it cover?

This show centers on smarter investing, wealth-building strategies, and market dynamics through interviews with seasoned practitioners and thought leaders. Episodes frequently tackle real estate economics, private markets, tax planning, and portfolio diversification, often featuring practitioners who blend rigorous data with practical guidance for advisors and high-earning individuals. A distinctive pattern is the combination of macro market outlooks, disciplined risk management, and actionable frameworks that listeners can translate into client conversations or personal portfolios. Notably, many guests come from real estate, private equity, and wealth management ecosystems, and conversations often weave in operations, capital structures, a... more

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These podcasts share a similar audience with wealth unfiltered:

1. BiggerPockets Real Estate Podcast

How many episodes of wealth unfiltered are there?

wealth unfiltered launched 2 years ago and published 50 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 wealth unfiltered?

Recent guests on wealth unfiltered include:

1. Anna N'Jie-Konte
2. Ramez Fakhoury
3. Jake Heidkamp
4. Andrew Beer
5. Phil Shankweiler
6. Jeff Adler
7. John Chang
8. Paul Fiorilla

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