Investing To Win

Garret Wong
  • 5.0 (2)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

Hey there, audience! This is the Investing to WIN podcast, the show dedicated to inspiring budding entrepreneurs and business owners to live balanced, fulfilled lives. Our guests share their personal journeys, struggles, adversity and success stories. If you're a person that is working too hard, thinking of change or looking towards a future goal, you've come to the right place! This show is committed to offering honest conversations to discuss common sense strategies and professional guidance to achieving success and fulfillment. Your host is Garret Wong; an Ex-Scientist turned Serial Entrepreneur who, while growing up saw his father and mother run 4 businesses simultaneously while still being able to travel. But when his father passed away at the early age of 59, just before he was ready to retire, Garret's path and perspective of "success" was changed forever. In addition to his other businesses he brings decades of experience in buying, renovating, and managing rental properties for investors across the world. Thanks for being here and get ready to Invest to Win!! https://garretwong.com/

  1. Bankruptcy Recovery: Chapter 7 vs Chapter 13, Creditor Pressure, and the 341 Meeting (with Debtor Attorney Barry Levine)

    6D AGO

    Bankruptcy Recovery: Chapter 7 vs Chapter 13, Creditor Pressure, and the 341 Meeting (with Debtor Attorney Barry Levine)

    Bankruptcy Recovery: Chapter 7 vs Chapter 13, Creditor Pressure, and the 341 Meeting (with Debtor Attorney Barry Levine) In this episode of *Investing to Win*, host **Garret Wong** sits down with {{Guest Name}} to dive into: - Bankruptcy as a financial recovery tool for individuals and small business owners (with a focus on Chapter 7, Chapter 13, and the real process behind filing). - How creditor collection pressure escalates (calls, letters, collection agencies, lawsuits) and the trigger points where bankruptcy becomes the fastest way to stop damage (automatic stay, wage garnishment, bank levies, foreclosure). - Proactive financial protection and risk management: understanding assets/exemptions (including Massachusetts homestead), avoiding common DIY mistakes, and planning before “the s___ hits the fan.” …and the powerful lessons entrepreneurs, investors, and operators can use to level up their business, leadership, and thinking. 🎥 **Prefer watching the conversation? The full video is available on YouTube:** https://youtu.be/LsIXjXbqw8M&list=UULFRs3SSmwVFbR2QEjIDqU0Ug This creates a richer experience with facial expressions, visuals, and deeper engagement. Whether you're a business owner, investor, operator, or someone exploring new pathways to financial freedom, this episode delivers practical, no-fluff insights you can take action on immediately. --- ## 🔥 Episode Summary In this episode of Investing to Win, Garret Wong sits down with Barry Levine, a debtor’s attorney with 45 years of experience helping individuals and businesses navigate bankruptcy and financial distress. Barry breaks down what bankruptcy actually is: a legal process designed to deal with overwhelming debt, and in many cases, a practical reset rather than a personal failure. He also addresses why the word “bankruptcy” carries so much shame for people, even though the reality is often far less dramatic than the fear. Barry demystifies the key differences between Chapter 7 and Chapter 13, including how income thresholds can force higher earners into Chapter 13 and why Barry prefers Chapter 7 when it is available. He explains what happens after you file, including the 341 meeting, and why clients often walk out relieved once they see how straightforward it is in most “assetless” cases. Throughout the conversation, Barry emphasizes that for many filers, the anxiety is worse than the reality, and that most people’s everyday possessions have little liquidation value. Garret and Barry also dig into the real-world warning signs that finances are spiraling: struggling to make minimum payments, tapping payroll withholdings, falling behind on secured debts, and seeing banks or credit card companies tighten limits. Barry outlines the typical escalation path creditors take and highlights the “automatic stay” as a major turning point that can stop wage garnishment, bank account attachments, foreclosure actions, and other collection efforts. They also touch on SBA loans from the COVID era, personal guarantees, and the often-missed fact that SBA debt can be discharged in bankruptcy. The episode closes with a candid look at the current economic climate, why filings have surged since January 2024, and Barry’s perspective on what “winning” looks like: watching clients leave the process smiling and relieved, knowing they can move forward with their lives. --- ## 🎯 Key Takeaways • Reframe bankruptcy as a financial recovery tool, not a personal failure • Understand the difference between Chapter 7 (fast discharge) and Chapter 13 (multi-year wage earner plan) before you choose a path • Watch for early warning signs like minimum payment struggles, shrinking credit limits, and missed secured debt payments • Use the “automatic stay” strategically to stop wage garnishment, bank levies,...

    50 min
  2. Private Equity in Health & Fitness: How M&A Is Reshaping the HALO Sector

    FEB 5

    Private Equity in Health & Fitness: How M&A Is Reshaping the HALO Sector

    Private Equity in Health & Fitness: How M&A Is Reshaping the HALO Sector In this episode of *Investing to Win*, host **Garret Wong** sits down with Pete Moore to dive into: - Private equity and mergers & acquisitions in the HALO (Health, Active Lifestyle, Outdoors) sector - How institutional capital scales health, fitness, and wellness businesses - Valuations, roll-ups, and exit strategies for multi-unit operators …and the powerful lessons entrepreneurs, investors, and operators can use to level up their business, leadership, and thinking. 🎥 **Prefer watching the conversation? The full video is available on YouTube:** https://youtu.be/eqNE-CrTOS8&list=UULFRs3SSmwVFbR2QEjIDqU0Ug This creates a richer experience with facial expressions, visuals, and deeper engagement. Whether you're a business owner, investor, operator, or someone exploring new pathways to financial freedom, this episode delivers practical, no-fluff insights you can take action on immediately. --- ## 🔥 Episode Summary In this episode, Garret Wong sits down with Pete Moore, Managing Partner at Integrity Square, to unpack how private equity and M&A are transforming the health, fitness, and wellness landscape. Pete shares his journey from investment banking and Harvard Business School to becoming one of the most active dealmakers in what he calls the HALO sector: Health, Active Lifestyle, and Outdoors. The conversation explores why capital structure, scale, and professionalization matter for operators who want to compete against institutional-backed brands. Pete explains how Integrity Square helps founders move from proven local concepts to scalable platforms by connecting them with private equity, debt capital, and executive talent. He breaks down how EBITDA multiples work in practice, why businesses in the $3–$20 million EBITDA range attract institutional interest, and how platform acquisitions differ from venture-stage investments. Listeners gain a clear understanding of how private equity evaluates risk, growth potential, and unit economics across health clubs, med spas, supplements, and recovery concepts. The discussion also dives into roll-up strategies, consolidation trends following COVID, and why aging ownership in the fitness industry is accelerating deal activity. Pete offers candid insights into why some roll-ups succeed while others fail, highlighting operational discipline, compliance, and repeatable unit economics as critical factors. Throughout the episode, he reinforces a bigger mission behind the capital using entrepreneurship and investment to fight loneliness, obesity, and diabetes by building businesses that create community and improve health outcomes. --- ## 🎯 Key Takeaways • Understand why private equity focuses on businesses with proven EBITDA and repeatable unit economics • Learn how M&A helps founders scale while preserving personal net worth • See how roll-up strategies work in health clubs, wellness, and consumer fitness brands • Recognize the difference between venture capital risk and private equity growth capital • Identify why consolidation in the HALO sector is accelerating post-COVID --- ## 🧠 Topics Covered • Private equity fundamentals in health and fitness • M&A strategy for multi-location operators • EBITDA multiples and valuation drivers • Roll-ups and platform acquisitions • Venture capital vs private equity investing • Scaling health clubs and wellness brands • Institutional capital and growth funding • Consolidation trends in the HALO sector --- ## 🔍 SEO Keywords Private equity, M&A strategy, Health and fitness investing, HALO sector, EBITDA valuation, Business roll-ups,...

    41 min
  3. Synth Equity Investing: Unlimited Upside With a 15% Downside Floor (SNTH ETF)

    JAN 29

    Synth Equity Investing: Unlimited Upside With a 15% Downside Floor (SNTH ETF)

    Synth Equity Investing: Unlimited Upside With a 15% Downside Floor (SNTH ETF) In this episode of *Investing to Win*, host **Garret Wong** sits down with Larry Kriesmer and Bernard Surovsky to dive into: - Defined-risk investing using Synth Equity® (options + Treasuries) to limit downside while keeping equity upside. - Why Measured Risk Portfolios launched the MRP SynthEquity ETF (SNTH) and how it differs from their SMA strategy. - Risk psychology, sequence of returns, and how limiting drawdowns changes long-term outcomes for investors and retirees. …and the powerful lessons entrepreneurs, investors, and operators can use to level up their business, leadership, and thinking. 🎥 **Prefer watching the conversation? The full video is available on YouTube:** https://youtu.be/DgEZu6J-ck4&list=UULFRs3SSmwVFbR2QEjIDqU0Ug This creates a richer experience with facial expressions, visuals, and deeper engagement. Whether you're a business owner, investor, operator, or someone exploring new pathways to financial freedom, this episode delivers practical, no-fluff insights you can take action on immediately. --- ## 🔥 Episode Summary In this episode, Garret sits down with Larry Kriesmer and Bernard Surovsky, the long-time business partners behind Measured Risk Portfolios, to unpack a simple but rare idea in investing: define the downside first, then let the upside take care of itself. They explain how their Synth Equity® approach uses a foundation of short-duration U.S. Treasuries paired with an options engine designed to maintain exposure to the S&P 500’s long-run growth—while targeting a maximum loss of roughly 15% over a rolling one-year period. Larry and Bernard walk through why most investors underestimate how damaging large drawdowns are (and how long recovery actually takes), and why they believe “diversification” often fails investors at the exact moment it’s supposed to protect them. Instead of trying to predict the next crisis—or chasing the next shiny asset class—they focus on a structure that’s intended to be resilient across market regimes. The conversation highlights the math behind loss mitigation, the behavioral side of staying invested, and why confidence and survivability matter more than being “right” about the next headline. They also share the story behind launching their publicly traded ETF - MRP SynthEquity ETF (Ticker: SNTH) - including the distribution advantages versus separately managed accounts, the real costs and compliance demands of running a fund, and why they believe an ETF format makes defined-risk investing accessible to a much broader audience. --- ## 🎯 Key Takeaways • Define your maximum tolerable drawdown first—then build the portfolio around survivability • Use sequence-of-returns thinking: avoiding big losses can shorten recovery time dramatically • Don’t confuse “diversified” with “protected”—correlations often rise during real crises • Separate “structure” from “forecasting”: you don’t need a crystal ball if your downside is engineered • Match risk to real-life needs: retirees and near-retirees can’t afford multi-year recovery cycles • Consider accessibility: ETFs can remove onboarding friction and lower minimums versus SMAs --- ## 🧠 Topics Covered • Synth Equity® strategy overview: options + Treasuries for defined-risk equity exposure • Why the firm chose a ~15% rolling one-year downside target • SMA vs ETF: customization, onboarding paperwork, and investor access • SNTH ETF launch economics: cost to launch, scale requirements, and ongoing compliance • Options as an “engine”: asymmetric payoff and portfolio rebalancing logic • Sequence of returns and...

    1h 10m
  4. How I Bought My First 5 Rental Properties in 6 Months With Almost No Money

    JAN 20

    How I Bought My First 5 Rental Properties in 6 Months With Almost No Money

    How I Bought My First 5 Rental Properties in 6 Months With Almost No Money In this episode of *Investing to Win*, host **Garret Wong** recorded a Solo Podcast on the following topics: - Building a real estate portfolio from scratch - Creative financing and early BRRRR strategies - Beginner investor mindset and execution speed …and the powerful lessons entrepreneurs, investors, and operators can use to level up their business, leadership, and thinking. 🎥 **Prefer watching the conversation? The full video is available on YouTube:** {{YouTube Link with Hitchcock Hack}} This creates a richer experience with facial expressions, visuals, and deeper engagement. Whether you're a business owner, investor, operator, or someone exploring new pathways to financial freedom, this episode delivers practical, no-fluff insights you can take action on immediately. --- ## 🔥 Episode Summary In this episode, Garret breaks down the exact story behind his first five real estate deals and how he built a rental portfolio in just six months while still in graduate school with almost no money. Starting with a $4,600 duplex purchase, Garret walks listeners through the real challenges, mistakes, and lessons learned from renovating distressed properties, managing early tenants, and navigating creative financing. Listeners will hear how vendor takebacks, lines of credit, relationship-building with lenders, and speed of execution allowed him to keep acquiring properties even without traditional income or perfect credit. Garret also shares why learning construction basics by “holding the flashlight” became one of the most valuable skills in his investing journey. This episode is both motivational and tactical, showing new investors what’s possible when action replaces hesitation. It’s a behind-the-scenes look at how a starving student laid the groundwork for a portfolio that eventually scaled into thousands of managed units. --- ## 🎯 Key Takeaways • Take action before you feel fully ready • Use creative financing when traditional mortgages aren’t available • Learn basic renovation skills to increase deal profitability • Focus on speed of execution and opportunity timing • Build relationships with lenders and industry professionals --- ## 🧠 Topics Covered • Buying rental properties with little money • First duplex and triplex investment strategies • BRRRR-style refinancing tactics • Vendor takebacks and creative financing • Beginner renovation learning methods • Scaling rental portfolios early • Investor mindset and execution discipline --- ## 🔍 SEO Keywords real estate investing, rental property investing, BRRRR method, beginner real estate investor, creative financing real estate, duplex investing, triplex investing, house hacking, passive income real estate, property portfolio growth, landlord education, real estate Canada, Garret Wong, Property Playbook, My First Keys --- ## ⏱️ Timestamps [00:00:00] – Introduction and book bonus context [00:02:10] – Buying the $4,600 duplex [00:10:45] – Renovations and early landlord lessons [00:18:30] – Refinancing and first BRRRR-style deal [00:24:40] – Triplex purchase with vendor takeback [00:30:20] – Third duplex acquisition [00:36:10] – Fourth property and house hacking [00:42:05] – Fifth deal and A-class neighborhood strategy [00:49:10] – Final lessons and investor mindset --- ## 👤 About Garret Wong Garret Wong is a real estate investor, entrepreneur, and founder of Wong Capital and Upper Edge Property Management. With over 29 years of experience, Garret has built and managed...

    30 min
  5. Real Estate Burnout, Residual Income, and Redefining Success With John Tsai

    JAN 13

    Real Estate Burnout, Residual Income, and Redefining Success With John Tsai

    Real Estate Burnout, Residual Income, and Redefining Success With John Tsai In this episode of *Investing to Win*, host **Garret Wong** sits down with John Tsai once again to dive into: - Real estate burnout and sustainable success - Residual income and modern brokerage models - Leadership, integrity, and contribution-based growth …and the powerful lessons entrepreneurs, investors, and operators can use to level up their business, leadership, and thinking. 🎥 **Prefer watching the conversation? The full video is available on YouTube:** https://youtu.be/wVGOwSgtq4E&list=UULFRs3SSmwVFbR2QEjIDqU0Ug This creates a richer experience with facial expressions, visuals, and deeper engagement. Whether you're a business owner, investor, operator, or someone exploring new pathways to financial freedom, this episode delivers practical, no-fluff insights you can take action on immediately. --- ## 🔥 Episode Summary In this episode of the Investing to WIN Podcast, Garret Wong sits down with real estate executive and coach John Tsai for an honest conversation about burnout, rejection, and what winning truly means after decades in the industry. John shares his journey from grinding solo agent to leading thousands of agents globally, including his time as President of eXp Realty Canada. Together, they break down the emotional toll of real estate, the myths around success, and why most agents struggle despite flashy social media appearances. The discussion explores residual income, leadership through contribution, AI leverage, and why integrity, not hustle, is the foundation of long-term fulfillment. This episode challenges listeners to rethink success, money, and the role of purpose in building a life worth winning. --- ## 🎯 Key Takeaways • Recognize burnout before success blinds you • Embrace rejection as a requirement for growth • Build residual income through contribution, not recruitment • Leverage AI to free time, not replace relationships • Redefine success beyond money and titles --- ## 🧠 Topics Covered • Real estate burnout and mental health • The 95/5 rule explained • Residual income vs commissions • Leadership and team scaling • AI in real estate operations • Integrity-driven success • Revenue share models • Purpose-led entrepreneurship --- ## 🔍 SEO Keywords real estate burnout, residual income, real estate leadership, John Tsai, exp realty, real estate coaching, ai in real estate, sales mindset, team building, entrepreneur success, integrity in business, real estate investing, podcast for realtors --- ## ⏱️ Timestamps [00:00:00] – Introduction and background [00:02:30] – John Tsai’s real estate journey [00:05:40] – The hidden grind behind real estate success [00:09:00] – Rejection, resilience, and the 95/5 rule [00:13:30] – Burnout, health, and family costs [00:18:00] – Redefining success and purpose [00:21:20] – Residual income explained [00:27:00] – eXp Realty revenue share breakdown [00:34:00] – Leadership and contribution [00:38:00] – Team structure and EOS [00:45:00] – AI, efficiency, and human connection [00:52:40] – Final definition of winning --- ## 👤 About John Tsai John Tsai is a real estate executive, coach, and former President of eXp Realty Canada. With nearly two decades in the industry, John has led organizations of over 1,400 agents across multiple countries, built...

    57 min
  6. Donor Advised Funds Explained: Smarter Charitable Giving with John Bromley

    JAN 6

    Donor Advised Funds Explained: Smarter Charitable Giving with John Bromley

    Donor Advised Funds Explained: Smarter Charitable Giving with John Bromley In this episode of *Investing to Win*, host **Garret Wong** sits down with John Bromley to dive into: - Donor Advised Funds and modern charitable giving - Charity law, donor transparency, and tax-efficient philanthropy - Building a culture of proactive giving in Canada …and the powerful lessons entrepreneurs, investors, and operators can use to level up their business, leadership, and thinking. 🎥 **Prefer watching the conversation? The full video is available on YouTube:** https://youtu.be/IeoHX5uDtIw&list=UULFRs3SSmwVFbR2QEjIDqU0Ug This creates a richer experience with facial expressions, visuals, and deeper engagement. Whether you're a business owner, investor, operator, or someone exploring new pathways to financial freedom, this episode delivers practical, no-fluff insights you can take action on immediately. --- ## 🔥 Episode Summary In this episode of Investing to Win, Garret Wong sits down with John Bromley, Founder and CEO of Charitable Impact, to explore how donor advised funds are reshaping the charitable landscape in Canada. John shares his journey from corporate finance into the world of charitable finance and explains why most charitable systems are built for organizations—not donors. The conversation breaks down how donor advised funds work, why separating the act of giving from the act of allocating donations creates better outcomes, and how donors can become more intentional with their philanthropy. John also explains the realities of charity law, fundraising costs, and why transparency and donor education are critical to rebuilding trust in the sector. Garret and John dive into the cultural challenges around giving, including why Canadians are donating less over time, how proactive giving can change that trend, and why teaching children to give through initiatives like charitable allowances could shape the future of philanthropy. This episode offers a thoughtful, educational look at how smarter giving leads to stronger communities. --- ## 🎯 Key Takeaways • Understand how donor advised funds simplify and improve charitable giving • Learn why proactive giving is more effective than reactive donations • Discover how tax efficiency can increase long-term charitable impact • See why transparency and donor education matter in philanthropy • Explore how teaching kids to give builds future generations of donors --- ## 🧠 Topics Covered • Donor advised funds explained • Charitable Impact’s donor-first model • Charity law and compliance in Canada • Fundraising costs and donor trust • Tax planning through charitable giving • Cultural barriers to philanthropy • Teaching children to give through charitable allowances --- ## 🔍 SEO Keywords donor advised funds, charitable giving, philanthropy canada, charitable impact, charity law, nonprofit finance, tax efficient donations, donor psychology, fundraising strategy, giving back, financial education, impact investing, charitable allowance, canadian charities --- ## ⏱️ Timestamps [00:00:00] – Introduction and guest welcome [00:01:14] – John Bromley’s background and Charitable Impact [00:06:49] – What charity law actually is [00:10:18] – Why most giving is reactive, not proactive [00:12:49] – Charity outreach and fundraising realities [00:19:31] – What donor advised funds are [00:22:39] – How investments work inside donor advised funds [00:26:50] – Making giving part of your financial life [00:29:13] – Why Canadians are giving less [00:33:30] – Cultural and...

    52 min
  7. Emotional Intelligence for Men: Redefining Success at Home and Work

    12/30/2025

    Emotional Intelligence for Men: Redefining Success at Home and Work

    Emotional Intelligence for Men: Redefining Success at Home and Work In this episode of *Investing to Win*, host **Garret Wong** sits down with Mitchell Osmond to dive into: - Emotional intelligence and masculine leadership - Marriage, communication, and relationship breakdown in high performers - Work-life integration, burnout prevention, and redefining success …and the powerful lessons entrepreneurs, investors, and operators can use to level up their business, leadership, and thinking. 🎥 **Prefer watching the conversation? The full video is available on YouTube:** https://youtu.be/fTuEGv2Ws9Y&list=UULFRs3SSmwVFbR2QEjIDqU0Ug This creates a richer experience with facial expressions, visuals, and deeper engagement. Whether you're a business owner, investor, operator, or someone exploring new pathways to financial freedom, this episode delivers practical, no-fluff insights you can take action on immediately. --- ## 🔥 Episode Summary In this episode of Investing to Win, Garret Wong speaks with Mitchell Osmond, founder of the Dad Nation Podcast, about the hidden emotional challenges many high-performing men face behind professional success. Mitchell shares his personal transformation from burnout, debt, and near-divorce to building a thriving marriage, health, and mission-driven life. The conversation explores why men often struggle to articulate emotions, how masculine wiring prioritizes doing over being, and why success at work can unintentionally create emotional disconnection at home. Mitchell introduces practical frameworks like success filters, shared vision planning, and redefining leadership inside the family. This episode is a powerful reminder that winning isn’t just about income or productivity. True success is measured by presence, connection, and building a life worthy of imitation - both at work and at home. --- ## 🎯 Key Takeaways • Redefine success beyond money and productivity • Understand why men struggle with emotional language • Replace work-life balance with work-life integration • Create shared vision with your partner • Measure success at home intentionally • Surround yourself with accountability and mentorship --- ## 🧠 Topics Covered • Emotional intelligence for men • Masculine vs feminine communication needs • Marriage strain among entrepreneurs • Burnout and identity • Success filters and priorities • Fatherhood and presence • Leadership beyond business • Preventing emotional disconnection --- ## 🔍 SEO Keywords emotional intelligence for men, marriage advice, entrepreneur burnout, work life integration, fatherhood leadership, masculine growth, personal development, business mindset, relationships and success, mens coaching --- ## ⏱️ Timestamps [00:00:00] – Introduction and guest background [00:05:10] – Mitchell’s personal turning point [00:12:30] – Masculine wiring and emotional intelligence [00:18:50] – Marriage tension and work pressure [00:25:10] – Defining success at home [00:31:20] – Burnout, balance, and trade-offs [00:38:10] – Accountability and support systems [00:45:00] – Emotional connection frameworks [00:51:00] – Final insights and resources --- ## 👤 About Mitchell Osmond Mitchell Osmond is the founder and host of the Dad Nation Podcast and a coach specializing in emotional intelligence, marriage restoration, and leadership development for high-performing men. Based in Calgary, Mitchell helps entrepreneurs and professionals reclaim their health, relationships, and purpose while maintaining success at work. --- ## 🔗...

    1 hr
  8. Alternative Investments & Private Credit: How Smart Investors Build Recession-Resilient Wealth

    12/23/2025

    Alternative Investments & Private Credit: How Smart Investors Build Recession-Resilient Wealth

    Alternative Investments & Private Credit: How Smart Investors Build Recession-Resilient Wealth In this episode of *Investing to Win*, host **Garret Wong** sits down with Patrick Grimes to dive into: - Alternative investments and private credit strategies - Litigation finance and medical receivables investing - Portfolio diversification and recession resilience …and the powerful lessons entrepreneurs, investors, and operators can use to level up their business, leadership, and thinking. 🎥 **Prefer watching the conversation? The full video is available on YouTube:** https://youtu.be/zXbe33KswBc&list=UULFRs3SSmwVFbR2QEjIDqU0Ug This creates a richer experience with facial expressions, visuals, and deeper engagement. Whether you're a business owner, investor, operator, or someone exploring new pathways to financial freedom, this episode delivers practical, no-fluff insights you can take action on immediately. --- ## 🔥 Episode Summary In this episode of Investing to Win, Garret Wong sits down with Patrick Grimes to unpack how high-net-worth and institutional investors think about alternative investments and private credit. Patrick shares his journey from corporate engineering into full-time investing, including the lessons learned from major losses and how those experiences shaped his focus on non-correlated assets. The conversation explores how private credit functions across real estate debt, litigation finance, and medical receivables - asset classes that continue to perform regardless of economic cycles. Patrick explains why banks are retreating from certain lending segments, how accredited investors can step into that gap, and what proper due diligence looks like in complex alternative strategies. This episode is a masterclass in modern portfolio construction, highlighting why resilience, cash flow, and downside protection matter more than speculation in today’s investing landscape. --- ## 🎯 Key Takeaways • Understand how alternative investments reduce portfolio volatility • Learn why private credit thrives when traditional lenders retreat • Discover how litigation finance and medical receivables work • See how non-correlated assets protect wealth during downturns • Avoid common pitfalls new alternative investors make --- ## 🧠 Topics Covered • Alternative investment fundamentals • Private credit strategies • Small-balance commercial real estate lending • Litigation finance mechanics • Medical receivables funding • Accredited investor due diligence • Recession-resilient asset allocation --- ## 🔍 SEO Keywords alternative investments, private credit, litigation finance, medical receivables, accredited investors, passive investing, wealth preservation, non correlated assets, portfolio diversification, recession resilient investing, private debt, investing strategies, financial education --- ## ⏱️ Timestamps [00:00:00] – Introduction [00:01:40] – Patrick’s background and early investing lessons [00:04:00] – Real estate as an allocation, not a strategy [00:05:45] – What private credit actually is [00:08:10] – Medical receivables explained [00:11:20] – Litigation finance and mass tort cases [00:15:35] – Due diligence in alternative investments [00:17:35] – Investor sentiment and market volatility [00:21:40] – AI disruption and resilient industries [00:31:40] – Roll-ups, risk, and fundamentals [00:35:35] – Advice for new alternative investors [00:45:15] – Defining success and winning --- ## 👤 About Patrick Grimes Patrick Grimes is an alternative investment...

    50 min
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About

Hey there, audience! This is the Investing to WIN podcast, the show dedicated to inspiring budding entrepreneurs and business owners to live balanced, fulfilled lives. Our guests share their personal journeys, struggles, adversity and success stories. If you're a person that is working too hard, thinking of change or looking towards a future goal, you've come to the right place! This show is committed to offering honest conversations to discuss common sense strategies and professional guidance to achieving success and fulfillment. Your host is Garret Wong; an Ex-Scientist turned Serial Entrepreneur who, while growing up saw his father and mother run 4 businesses simultaneously while still being able to travel. But when his father passed away at the early age of 59, just before he was ready to retire, Garret's path and perspective of "success" was changed forever. In addition to his other businesses he brings decades of experience in buying, renovating, and managing rental properties for investors across the world. Thanks for being here and get ready to Invest to Win!! https://garretwong.com/

Information

  • Creator
    Garret Wong
  • Years Active
    2023 - 2026
  • Episodes
    134
  • Rating
    Explicit
  • Copyright
    © https://garretwong.com/investing-to-win/
  • Show Website
    Investing To Win