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California is pushing a wealth tax. Missouri just eliminated capital gains tax. What does that mean for investors?In this episode, Ellis Hammond sits down with Bob and Ben Fraser to break down the billionaire tax battle between CA vs. MO—and how high-net-worth investors adapt. Learn how the wealthy use LLCs, balance-sheet thinking, and smart tax strategy to legally protect and grow their wealth.If you want to pay less in taxes and keep more of your returns, this episode is for you. Don’t miss the 2026 Macro Economic Outlook—announced in the outro of this episode! Sign up here: ⁠https://aspenfunds.us/2026-macro-economic-outlook/⁠ 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/

In this episode, Bob and Ben Fraser sit down with Dr. Peter Linneman, Wharton professor and real estate economist, to unpack the forces shaping today’s economy. He explains how capital flows influence property prices, examines AI’s impact on the labor market, and reviews housing trends—from multifamily demand to rent growth—revealing how economic shifts shape real estate and productivity. Essential insights for investors, economists, and housing professionals. Don’t miss the 2026 Macro Economic Outlook—announced in the outro of this episode! Sign up here: https://aspenfunds.us/2026-macro-economic-outlook/ 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/

Is infinite banking a smart wealth strategy or just well-marketed?In Part 2 of this two-part debate, Ben and Bob continue their conversation with Caleb Guilliams ( @BetterWealth  ) and Jim Dew ( @DewWealth  ) Together, they unpack the realities of infinite banking and whole life insurance. Ben shares his own experience implementing these strategies, while the group debates the math, tradeoffs, and why infinite banking is often oversold to investors.Thinking about adding infinite banking to your financial plan or wealth strategy? This episode is packed with expert insights and real-world lessons. 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/

Everyone’s talking about Venezuela oil and global oil prices - but what does it really mean for investors in 2026?Venezuela has the world’s largest proven oil reserves, but output remains low due to sanctions, underinvestment, and outdated infrastructure. In this episode, Ellis, Bob & Ben cut through the headlines to explain the real impact of Venezuela on the global oil market.Discover: • Why Venezuela’s oil won’t move prices in the short term • Hidden forces shaping global oil supply • How Russia, Iran, and other key players could influence markets • What the headlines got right — and what they missedHave more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Is whole life insurance a smart investment strategy or an expensive mistake? In Part 1 of this two-part deep dive, Ben and Bob sit down with financial experts Caleb Guilliams (Better Wealth) and Jim Dew (Dew Wealth Management) to break down the truth about whole life insurance and infinite banking. They explain whole life insurance, compare whole life vs term life insurance, reveal what makes a strong life insurance policy, highlight common mistakes, and show when these strategies benefit your wealth, and when they don’t. Investors and entrepreneurs: this two-part series gives you the clarity the financial world doesn’t. Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community.  Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Ben & Bob join Ellis Hammond to look back on a landmark year in which Aspen deployed approximately $140 million in capital. We walk you through our biggest verticals to see how oil & gas, debt & credit, and multifamily fared this year. And we share some strategies we’re bringing into 2026. Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community.  Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Spencer Levy, a Senior Economic Advisor at CBRE, has been watching this dynamic year in real estate closely. He joins Ben & Bob today to share his hot takes on where 2026 is going to take us: what cities he has his eyes on, market trends, interest rates, and the political landscape’s impact on real estate.  We go through the four pillars of real estate: industrial, retail, multifamily and office.  Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community.  Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

David Neidig recently had a liquidity event, selling his family business. So suddenly, he’s shifted from a business owner mindset to an investor mindset. We dig into how he’s making that leap and why he’s going for alternatives.  Plus, we get to hear about his unique sale: he sold the business via an ESOP (Employee Stock Ownership Plan).  Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community.  Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Ever wondered how to review an underwriting file in 10 minutes or less? In this Part 2, Ben Fraser shares shortcuts and guidelines for evaluating multifamily opportunities. Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community.  Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Your essential guide to reviewing an underwriting file. Join Ben Fraser as he shares shortcuts and guidelines for evaluating multifamily opportunities. Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community.  Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Ken McElroy and Bob Fraser took questions from a live audience at an Invest Like a Billionaire book launch event this summer. We’re bringing that Q&A to the feed because it has a lot to say about the current state of real estate, especially multifamily, from two experienced real estate investors.  Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community.  Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Christian Perez Giese is an industrial broker based right at the Texas/México border, so he has a front row seat as reshoring and nearshoring boom. He serves as the director of the CBRE El Paso & Cd. Juárez office, and his clients include global manufacturing and logistics firms.  He has worked on both sides of the border so he has a 360 degree view of the local and global markets that affect global supply chains. Christian joins the podcast this week to talk about what he’s seen over his decades in the industry, and why this moment is so unique in the history of cross-border collaboration. Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. 

It’s that time of year again, when we get calls from high earners with W2 jobs asking: how can I save on my taxes this year? In this episode, Ben, Bob and Ellis lay out all the legal loopholes to safeguard taxes. And even better, many of these options can help you make money year round.  Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. And find out more about the podcast at https://www.thebillionairepodcast.com/

Gold has been in the news lately as its price breaks record after record. So should we jump on the bandwagon? Or are we heading for a crash? Bob and Ben join Ellis to discuss how this moment is making even Gold naysayers rethink the commodity. And they share what other assets they have their eyes on during this moment of economic insecurity.  We answer the questions “should i hold gold in my portfolio?" “Is it a useful indicator for future inflation? Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/  And find out more about the podcast at https://www.thebillionairepodcast.com/

In this episode, Ellis sits down with Bob and Ben to answer one of the most common questions they hear from investors: how can I replicate the billionaire investing strategy with a smaller portfolio? They unpack key concepts from their book Invest Like a Billionaire, like breaking down portfolio allocation, assessing liquidity needs, and  including why simple diversification isn’t enough. Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/