Latest

Resilience In A Challenging CRE Market, With Grant Humphreys

The Alternative Investment Podcast

Bull markets come and go, but the best asset managers have learned how to survive and even thrive in any market environment. Grant Humphreys, president of Humphreys Capital, joins the show to discuss why his firm’s balanced approach resonates with…

Tax Savings From Net Unrealized Appreciation, With Tyler Miller

For investors holding highly appreciated company stock in their 401k plan, taking advantaged of Net Unrealized Appreciation rules can mean significant tax savings. Tyler Miller joins Michael to discuss the ins and outs of the NUA treatment and the importance…

Oil & Gas Tax Incentives, With Sarah Sullivan

Many high net worth investors are familiar with the tax savings potential associated with real estate. Oil and gas investments can unlock even more valuable tax benefits. Sarah Sullivan, CEO at SuGo Capital, joins Michael to discuss why oil and…

The Private Credit Moment, With Nelson Chu

The Alternative Investment Podcast

Private credit is having a “moment,” with increasing numbers of High Net Worth investors and family offices making allocations to this asset class. Nelson Chu, founder and CEO at Percent, joins Andy Hagans to discuss the “new golden age” of…

Why Your Child Needs A Roth IRA, With Chris Carosa

Starting a Roth IRA for your child might be one of the smartest investing moves a parent can make, but most of us fail to do so. Chris Carosa joins Michael to discuss the benefits of the Child IRA, including…

Puerto Rico Tax Incentives, With Jose Torres

Puerto Rico’s unique status as a U.S. territory with Commonwealth status has created a number of significant tax opportunities. Jose Torres, founder and managing partner at Monllor Capital Partners, joins Michael to discuss the various incentives in place for both…

Vanguard Charitable & The Growth Of Donor-Advised Funds, With Jodi Rosen

The Alternative Investment Podcast

Donor-advised funds are an incredibly efficient vehicle available to individual investors and family offices who desire to make a long term philanthropic impact. Jodi Rosen, chief development officer at Vanguard Charitable, joins WealthChannel’s Andy Hagans to discuss the amazing growth…

Historic Preservation Tax Incentives, With Steve Austin

Conservation easements have historically been a popular investment vehicle for high earners looking to generate offsets to taxable income. Recent changes to the tax code have curtailed use of conservation easements, but continued to incentivize the preservation of historic buildings.…

Opportunity Zone Tax Incentives, With Jimmy Atkinson

Jimmy Atkinson

By allowing investors to defer and eliminate large capital gains, Opportunity Zones may just be the greatest tax incentive ever created. Jimmy Atkinson joins the show to discuss how OZs can help High Net Worth investors who have experienced a…

Roth IRA Conversions Made Simple, With Michael Johnston

For some investors, converting from a Traditional IRA to a Roth IRA can create significant tax efficiencies. But the calculation depends on a number of factors, and the answer isn’t the same for everyone. Michael Johnston takes a deep dive…

Tax Benefits Of Private Equity Real Estate, With Andy Hagans

Andy Hagans

Beyond the potential returns, real estate offers numerous ways for investors to enhance the tax efficiency of their portfolios. Andy Hagans joins Michael to discuss the three primary tax benefits of investing in real estate as an LP and provide…

The Solo 401k Made Simple, With Andy Hagans

401k plans are the workhorse of many retirement portfolios, allowing investors to accumulate significant wealth in a tax-protected account. Many entrepreneurs and small business owners are missing out on a massive wealth creation opportunity by failing to establish a Solo…

Turn Your HSA Into A Stealth IRA, With Andy Hagans

Health Savings Accounts (HSAs) are one of the most tax efficient accounts available today, boasting rare triple tax advantaged status. For some High Net Worth Investors, these accounts may be used as a “stealth” way to max out retirement savings.…

The Backdoor Roth IRA Made Simple, With Andy Hagans

The Roth IRA is an incredibly tax efficient investment account, but most high earners are not allowed to make contributions directly. Fortunately, there’s a “back door” into the Roth IRA that can enable many High Net Worth investors to shift…

Introducing The Tax Efficient Investor Podcast

WealthChannel has a big announcement today: we are launching a new podcast! On the Tax Efficient Investor Podcast, we show you how to protect, grow, and transfer your wealth by implementing tax-advantaged investment strategies. Host Michael Johnston demystifies tax strategies…

How To Invest In Micro Private Equity, With Mike Vranjkovic

The Alternative Investment Podcast

Many investors might be surprised to learn that the world of micro private equity even exists, but a few managers are quietly building “micro empires” that may promise outsized returns for bold investors. Mike Vranjkovic, managing partner at WebStreet, joins…

The Incredible Growth Of Fundrise, With Saira Rahman

The Alternative Investment Podcast

Many companies are helping to democratize access to alternatives, but Fundrise may be unique in its traction as a true consumer brand. Saira Rahman, VP of new investor initiatives at Fundrise, joins WealthChannel’s Andy Hagans to discuss the Fundrise growth…

Fundraising From Private Wealth, With Shifra Ansonoff

The future of alternatives looks strong, with untapped private capital ready to participate in the alts market. Shifra Ansonoff, Global Head of Customer Experience at Preqin, joins WealthChannel’s Andy Hagans to discuss the opportunities and challenges for GPs who are…

The Bull Case For RV Park Investments, With Paul Moore

RV parks represent a growing and profitable segment of the CRE universe, but it’s hard to find information on investment opportunities. Paul Moore, founder of Wellings Capital, joins Andy Hagans to discuss why RV parks are “a little bit undiscovered.”…

Investing With Passion, With Shana Sissel

Investing is highly personal, especially when it comes to one’s own money. And within the world of alternative investments, an investor’s personal passions and experiences will often attract them to a specific asset class. Shana Sissel, founder and CEO at…

How To Invest Like A Billionaire, With Ben Fraser

Family offices have historically used alternative investments to protect and grow their wealth, but alts are now going “mainstream” with many more self-directed High Net Worth investors. Ben Fraser, managing director at Aspen Funds, joins Andy Hagans to discuss how…

Family Office Investments In Private Credit & More, With Brad Conger

As disruption continues in the fixed income market, many family offices are maintaining and even increasing their allocation to private credit. Brad Conger, deputy CIO at Hirtle Callaghan, joins Andy Hagans to discuss why private credit and other select asset…

The Marketing Revolution In Private Equity, With Angela Hwang

Twenty years ago, many executives in finance and asset management firms scoffed at the idea of marketing’s importance. But the world has moved on, and many leading firms have now placed marketing at the forefront of their growth strategy. Why? Because…

Big Ideas And Big Profits, With Rachel Vass & Kelly Winget

Kelly Ann Winget

The world of private equity can be slow to change, but sometimes a big idea can create transformation faster than anyone might predict. Rachel Vass and Kelly Winget, co-founders of the EPIC family of funds, join Andy Hagans to discuss…