The Unconventional Investor

Michelle Moses | Certified Financial Planner
The Unconventional Investor

Are you an accredited investor feeling overwhelmed by managing your portfolio? Do you struggle to find an expert who can help you with alternative investments ideas? Are you looking for ways to simplify your finances and create more income? If you answered yes to any of these questions, you’re in the right place! Welcome to The Unconventional Investor podcast, where we explore alternative investments and real estate strategies to help you create a more robust portfolio and grow your wealth beyond the traditional stock market. My hope is that this show empowers you to gain the confidence to make informed financial decisions and achieve your long-term financial goals by thinking differently about your finances. I’m your host - Michelle Moses, a Certified Financial Planner®, Licensed Realtor® and Founder of Me Financial. My mission is to help accredited investors like YOU invest their money in ways that excite them, so they can move forward and grow their portfolios with clarity and confidence. Over the last 20 years, I’ve worked with hundreds of clients to help them achieve their financial goals while also feeling better doing it, drawing on my experience of owning multiple businesses, flipping houses, managing rentals, and investing in a wide array of assets. I believe that when you balance your financial products and create a "why" behind each one, you feel more confident and can focus on making money rather than worrying if you’re doing the right thing. Tune in for actionable investing tips and alternative investment strategies to help you invest in alternative assets and balance your portfolio with your lifestyle. This podcast will provide answers to questions such as: - What are the best alternative investment strategies for retirement? - What is an example of an alternative investment? - What steps should I take to diversify my portfolio effectively? - How can I diversify my investment portfolio? - How do I start investing in real estate? - What are the benefits of working with a financial strategist? - Real estate vs. stock market: what’s the difference? If you’re looking to expand your finances beyond the traditional stock market, tune in to the latest episode of The Unconventional Investor today. Subscribe to the podcast wherever you listen to podcasts and be sure to share your favourite episode with a friend. Visit the website to learn more about our services https://www.mefinancial.net/

  1. 1D AGO

    Secure, High-Yield Returns Through Real Estate Lending with The Bedrock Fund (Ep. 65)

    With interest rates on the rise, private credit funds are gaining popularity among investors seeking alternative opportunities. In this episode of The Unconventional Investor, we talk about the fundamentals of asset-backed lending, the innovative structure and strategy of The Bedrock Fund—a private lending platform for home flippers—and discuss how it offers accredited investors stable, non-traditional returns.Joining us is Mark McKeller, Principal & Director of Originations at The Bedrock Fund. With over 20 years of experience in real estate investing and asset-backed lending, Mark shares what makes The Bedrock Fund unique and how it can complement your investment portfolio.Resources:Learn more about The Bedrock Fund: https://thebedrockfund.comTake the quiz - How Alternative Assets Can Fit in Your Portfolio Ready for the next step?Subscribe to the Podcast: pod.link/1671924778Leave a review to support us!Follow Michelle for more financial tips:YouTube: youtube.com/@theunconventionalinvestorInstagram: michelle.e.mosesWebsite: www.mefinancial.net Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    25 min
  2. MAR 11

    Understanding Crypto's New Role in Our Economy with Andy Woodward (Ep. 64)

    Software engineer & developer, Andy Woodward joins us to give an update on cyptocurrency and it's place in our financial markets.  As someone who's been following the crypto space since 2018, Andy provides a wealth of insights into the world of cryptocurrencies. Key Takeaways:Understanding Crypto's Resilience: Andy highlights how, despite the buzz around meme coins, the top cryptocurrencies like Bitcoin and Ethereum have remained relatively consistent over the years. It's crucial to look past the short-term noise and focus on the long-term potential of these digital assets.Crypto as a Tool for Global Economic Participation:  Crypto's role in enabling people from struggling economies to participate in global commerce. Whether it's providing a stable form of currency in inflation-hit regions or simplifying international transactions, crypto offers some unique advantages our current system doesn't have.Exploring Innovative Crypto Projects: We discuss fascinating projects like liquidity pools and platforms like Poly Market. These developments not only enhance the utility of cryptocurrencies but also offer new ways for individuals to engage with and profit from the crypto marketplace.If you're interested in diving deeper into alternative investments and crypto, tune in to this weeks episode!Take the quiz - How Alternative Assets Can Fit in Your Portfolio Ready for the next step?Subscribe to the Podcast: pod.link/1671924778Don't forget to leave a review!Follow Michelle for more financial tips: YouTube: youtube.com/@theunconventionalinvestor Instagram: michelle.e.moses Website: www.mefinancial.net  Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    40 min
  3. MAR 4

    Investing in Mobile Home Parks: Interview with COARE Communities' Hansel Rodriguez (Ep. 63)

    If you're interested in learning more about the potential of Manufactured Housing Communities (mobile home parks), listen to this episode!Hansel Rodriguez, Principal of COARE Communities, joins us as we get into the world of Manufactured Housing Communities (mobile home parks). Hansel shares his expertise on diversified investment strategies, the significant returns and tax benefits associated with mobile home park investments, and the critical role these communities play in providing affordable housing solutions.Key Takeaways:Affordable Housing Focus:COARE is dedicated to solving the affordable housing crisis by investing in and preserving Manufactured Housing Communities, the most affordable housing option available.Mobile home parks provide a crucial housing solution, offering significant cost savings compared to traditional apartments and single-family homes.    Diversified Investment Strategies:COARE Companies employs a diversified approach, investing in mobile home parks across the nation, so you aren't heavily invested in one area. This investment opens up unique opportunities beyond conventional markets.Attractive Returns & Tax Benefits:Investing in mobile home parks offers the potential for high returns, making it an appealing option for accredited investors.   These investments also provide substantial tax benefits that may be right for your portfolio.Guest:Hansel Rodriguez, Principal, COARE and CEO, Coare CompaniesLinks:COARE Website - https://www.coarecommunities.com/Contact Michelle to discuss investing in COARE - www.mefinancial.net Take the quiz - How Alternative Assets Can Fit in Your Portfolio  Ready for the next step?Subscribe to the Podcast: pod.link/1671924778Don't forget to leave a review!Follow Michelle for more financial tips: YouTube: youtube.com/@theunconventionalinvestor Instagram: michelle.e.moses Website: www.mefinancial.net  Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    23 min
  4. FEB 25

    Maximizing Travel Rewards: Insider Tips from Julian Kheel of Points Path (Ep 62)

    Ever dreamed of traveling the world for less? This week, I chat with Julian Kheel, founder of Points Path and travel expert, about how to unlock the power of airline miles and credit card points. Julian explains the often-confusing world of travel rewards, sharing his 15+ years of experience and turning the complex system into an exciting game. Learn how to leverage credit card perks, maximize sign-up bonuses, and strategically use flexible cards to earn and redeem rewards for travel deals. Julian also highlights his game-changing Points Path browser extension, designed to make deciding between cash and points a breeze. Key Takeaways: Travel Rewards: Julian breaks down the complexities of airline miles and credit card points, making them accessible and understandable for everyone. Maximizing Credit Card Points: Learn the secrets to earning the most points possible through strategic spending and bonus categories. The Power of Sign-Up Bonuses: Discover how to leverage lucrative sign-up bonuses to quickly accumulate a wealth of points. Strategic Use of Flexible Cards: Understand the benefits of flexible rewards programs and how to use them to your advantage. Cash vs. Points: Julian introduces the Points Path browser extension, a powerful tool that simplifies the decision-making process when choosing between paying with cash or points. Travel the World for Less: This episode has tips and strategies to help you travel more and spend less. Take Control of Your Financial Future: Learn how travel rewards can be a powerful tool in your overall financial strategy. Links: Contact Julian or download the Points Path Browser Extension - https://pointspath.com/   Take the quiz - How Alternative Assets Can Fit in Your Portfolio   Ready for the next step? Subscribe to the Podcast: pod.link/1671924778 Don't forget to leave a review! Follow Michelle for more financial tips: YouTube: youtube.com/@theunconventionalinvestor Instagram: michelle.e.moses Website: www.mefinancial.net   Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    37 min
  5. FEB 11

    How to Use Self-Directed Accounts to Invest in Alts with CNB Custody (Ep 60)

    In this episode, we're talking about the world of self-directed accounts with our guest, Michelle Thomas from CNB Custody. 🎙️ If you're looking to invest in alternative investment strategies beyond the traditional stock market, this episode is a must-listen! Here are three key takeaways: 🔹 Understanding Self-Directed Accounts: Self-directed accounts offer the flexibility to invest in alternative assets like real estate, LLCs, and REITs, beyond publicly traded stocks and bonds. 🔹 Why Custodians Matter: Transferring funds and managing accounts through self-directed custodians, like CNB Custody, is a bit different than your traditional custodians, but still as simple. 🔹 Long-Term Investment Approach: Alternative investments in self-directed accounts are generally slower in terms of reporting and liquidity, making them ideal for patient investors focused on long-term gains. If you'd like more information about CNB Custody, please visit their website - www.cnbcustody.com   Take the quiz - How Alternative Assets Can Fit in Your Portfolio   Ready for the next step? Subscribe to the Podcast: pod.link/1671924778 Don't forget to leave a review! Follow Michelle for more financial tips: YouTube: youtube.com/@theunconventionalinvestor Instagram: michelle.e.moses Website: www.mefinancial.net   Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    25 min
  6. FEB 4

    How You Can Use Alternative Investments to Create Creative Financial Strategies (Ep 59)

    The podcast is pivoting to focus on something I'm extremetly passionate about - alternative investments. 🎙️ As a Certified Financial Planner and independent financial advisor, I've witnessed the growing desire for investment strategies beyond the traditional stock market. Our revamped podcast aims to guide accredited investors toward alternative investment opportunities that diversify their portfolios while adding financial strategies not often seen in the marketplace. Here are three key takeaways: Explore Alternative Investments: Discover a plethora of investment opportunities, from hotels and self-storage to wine and car washes, which can diversify your portfolio and potentially yield exciting returns. Maximize Your Returns with Strategy: Learn strategies, like tax minimization and Roth conversions, that can enhance your financial growth. For example, rolling capital gains from a sold rental property into an alternative investment can defer taxes and create income streams. Independent Insight and Expertise: As one of the first advisors to embrace alternative investments since 2016, I cut out hefty fees by being an independent RIA. This ensures I have a hands-on approach to vetting investment opportunities, giving you tailored advice and minimizing risks associated with conventional avenues. Join us on this journey to redefine your wealth-building strategies and embrace the future of investing. Tune in and let's diversify your portfolio together! 📈 Take our quiz - How Alternative Inevestments Can Fit in Your Portfolio   Ready for the next step? Subscribe to the Podcast: pod.link/1671924778 Don't forget to leave a review! Follow Michelle for more financial tips: YouTube: youtube.com/@theunconventionalinvestor Instagram: michelle.e.moses Website: www.mefinancial.net   Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    15 min
5
out of 5
34 Ratings

About

Are you an accredited investor feeling overwhelmed by managing your portfolio? Do you struggle to find an expert who can help you with alternative investments ideas? Are you looking for ways to simplify your finances and create more income? If you answered yes to any of these questions, you’re in the right place! Welcome to The Unconventional Investor podcast, where we explore alternative investments and real estate strategies to help you create a more robust portfolio and grow your wealth beyond the traditional stock market. My hope is that this show empowers you to gain the confidence to make informed financial decisions and achieve your long-term financial goals by thinking differently about your finances. I’m your host - Michelle Moses, a Certified Financial Planner®, Licensed Realtor® and Founder of Me Financial. My mission is to help accredited investors like YOU invest their money in ways that excite them, so they can move forward and grow their portfolios with clarity and confidence. Over the last 20 years, I’ve worked with hundreds of clients to help them achieve their financial goals while also feeling better doing it, drawing on my experience of owning multiple businesses, flipping houses, managing rentals, and investing in a wide array of assets. I believe that when you balance your financial products and create a "why" behind each one, you feel more confident and can focus on making money rather than worrying if you’re doing the right thing. Tune in for actionable investing tips and alternative investment strategies to help you invest in alternative assets and balance your portfolio with your lifestyle. This podcast will provide answers to questions such as: - What are the best alternative investment strategies for retirement? - What is an example of an alternative investment? - What steps should I take to diversify my portfolio effectively? - How can I diversify my investment portfolio? - How do I start investing in real estate? - What are the benefits of working with a financial strategist? - Real estate vs. stock market: what’s the difference? If you’re looking to expand your finances beyond the traditional stock market, tune in to the latest episode of The Unconventional Investor today. Subscribe to the podcast wherever you listen to podcasts and be sure to share your favourite episode with a friend. Visit the website to learn more about our services https://www.mefinancial.net/

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