The Unconventional Investor

Michelle Moses | CFP® & Realtor®
  • 5.0 (34)
  • INVESTING
  • UPDATED WEEKLY

Are you feeling overwhelmed managing your portfolio? Do you struggle to find expert guidance on non-traditional investment opportunities? Are you looking for ways to simplify your finances, generate more income, and build lasting wealth? If you answered yes to any of these questions, you’re in the right place!Welcome to The Unconventional Investor® podcast—a show dedicated to helping accredited investors explore non-traditional investments and real estate strategies to create a stronger, more diversified portfolio. My goal is to empower you with the knowledge and confidence to make informed financial decisions, think outside the traditional stock market, and achieve your long-term financial goals.I’m your host, Michelle Moses—a Certified Financial Planner®, licensed Realtor®, and Founder of Me Financial. With over 20 years of experience helping clients achieve their financial dreams, I’ve built my expertise by owning multiple businesses, flipping houses, managing rental properties, and investing in a wide range of alternative assets.Each week, I’ll share tips and proven strategies to help you navigate the world of alternative investments with clarity and purpose. Whether it’s real estate, private equity, or other unconventional opportunities, this podcast will give you the tools to balance your portfolio with your lifestyle—and invest in ways that truly excite you. 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

    Money, Privilege, and the Importance of Being Thankful (Ep 89)

    Appreciate what you have and where you are because gratitude is the real wealth. In today’s episode, Michelle gives her perspective on the book The Gratitude Diaries by Janice Kaplan with a focus on the chapter about money. With honest, personal reflections and practical advice, this episode encourages listeners to adopt a more grateful outlook in their financial journeys and highlights how privilege can shape our attitudes about wealth and competition. As you chase your financial goals, remember to be thankful for your journey, your support network, and every break that you were given along the way. Top 3 Key Takeaways: Gratitude Goes Beyond Hard Work: Success isn't just about hustle. Many advantages—family support, legal protections, educational opportunities, even a helping hand—play a role. Taking a moment to recognize these factors keeps us grounded.Competition vs. Collaboration: The scarcity mindset isn't helpful. There are enough clients, opportunities, and wealth for everyone. Focusing on collective abundance, rather than competition, changes how we approach business and money.Giving Is More Memorable: Studies show acts of generosity stick with us far longer than spending on ourselves. Whether it's gifting, helping others, or offering a deal, these moments create lasting wellbeing.If you're interested in alternative investment strategies or just want to chat about gratitude, feel free to connect! 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 Facebook: facebook.com/theunconventionalinvestorpodcast Instagram: instagram.com/michelle.e.moses Website: www.mefinancial.netDisclaimer: The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These investments are often illiquid, meaning they may not be easily sold or converted to cash, and investors should be prepared to hold them for an extended period of time. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    24 min

  2. APR 28

    Build Wealth Through Culture by Investing in Art w/Clare Baukham (Ep 88)

    Did you know that you can invest in ART and add this alternative asset to your portfolio? Find out how you can own a piece of culture and legacy and diversify your portfolio, all while supporting emerging and established artists.  In this episode, we explore the unique world of art as an investment vehicle. Clare Baukham, founder of Clear Art Reserve, joins us to explain how fractional ownership lets you hold a piece of world-class art, why art can beat the S&P 500, and how cultural assets can build long-term wealth. Key takeaways: Fractional investing opens big doors: With Clear Art Reserve, investors can own fractions of blue-chip, mid-career, or even emerging artists’ works—without needing millions to get started.Art isn’t just for the ultra-wealthy: Whether you’re new to alternative investments or looking to diversify beyond real estate and stocks, fine art can combine cultural appreciation with long-term growth potential.·Expertise matters: Selecting art with true upside requires deep market knowledge and a strong network. Relying on a specialized advisory team (instead of guessing or following trends) can give you an edge and help mitigate risks.Whether you’re an experienced investor looking for your next strategic move or simply curious, this episode promises valuable insights into a truly alternative and unconventional investment. Curious about adding art to your portfolio? Check out Clear Art Reserve and explore a new way to build wealth through culture. Website: https://www.clear-art-reserve.com/Instagram: @clarebaukham / @clearartreserveTake 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 Facebook: facebook.com/theunconventionalinvestorpodcast Instagram: instagram.com/michelle.e.moses Website: www.mefinancial.netDisclaimer: The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These investments are often illiquid, meaning they may not be easily sold or converted to cash, and investors should be prepared to hold them for an extended period of time. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    24 min

  3. APR 14

    The Surprising Habits and Traits of the Millionaire Next Door (Ep 87)

    Learn the habits and mindset of financially comfortable people that set them apart from everyone else. As I've worked with clients over the years, I've had the privilege of working with many "millionaires next door" — the people who aren’t flashy, but are intentional about their spending, saving, and how they view money.  In this solo episode, I break down the behaviors and beliefs of people who are financially comfortable and what we can learn from them. Key Takeaways: Mindset Matters: The most financially comfortable people have a positive expectation that "it will work out." They approach money and life with optimism instead of perceived powerlessness or a victim mindset. This positive outlook brings positive results.Intentional Living, Intentional Spending: It’s not about flashy cars or chasing every trend. Wealthy clients are intentional about their spending and saving habits, funding what matters most to them, and keeping regular saving as a non-negotiable part of their routine.Ownership & Long-Term Thinking: They take responsibility for learning about financial tools and avoid the "get rich quick” schemes. Successful investors continually educate themselves, make decisions with their long-term goals in mind, and never vilify those who have achieved financial success.Whether you're seeking alternative investment strategies or simply want to understand what sets financially confident people apart, this episode offers practical insights and thoughtful stories to help you take control of your financial future. Listen to the full episode, or book a consult to see how we can achieve your financial goals together. 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 Facebook: facebook.com/theunconventionalinvestorpodcastInstagram: instagram.com/michelle.e.moses Website: www.mefinancial.netDisclaimer: The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These investments are often illiquid, meaning they may not be easily sold or converted to cash, and investors should be prepared to hold them for an extended period of time. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    14 min

  4. MAR 31

    Hard Money Lending in Real Estate w/ Mike Bonn of The Cash Flow Company (Ep 86)

    Have you thought about becoming a hard money lender for a real estate fix and flip? In this week’s episode, I talked with Mike Bonn from The Cash Flow Company to learn his business model for short-term lending secured by real-estate. This alternative investment strategy puts you in the seat of the lender while keeping things straightforward and secured by real assets. Key Takeaways: Direct Lending, Real Security: Investors’ names are on the loan documents, not a pooled fund. That means direct control and security over your investment—plus, the potential to foreclose or sell the property should things go south.Flexible Entry Points: No hefty minimums required! Whether you want to lend $15,000 or $2 million, you can start at a level that fits your goals and risk tolerance.Attractive Returns, Simple Structure: Historical returns have ranged from 8.5% to 10%+, typically double what’s available from CDs or money market accounts. And there are no ongoing management fees eating into your profits.If you’re looking to diversify outside the stock market and want to do it in a way that gives you more control and transparency, this episode is a must-listen. To read more about The Cash Flow Company - https://thecashflowcompany.com/ Listen to the episode that was mentioned - “How to Use Self-Directed Accounts to Invest in Alts with CNB Custody” 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 Facebook: facebook.com/theunconventionalinvestorpodcastInstagram: instagram.com/michelle.e.moses Website: www.mefinancial.netDisclaimer: The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These investments are often illiquid, meaning they may not be easily sold or converted to cash, and investors should be prepared to hold them for an extended period of time. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    22 min

  5. MAR 17

    Stable Cash Flow & Growth: Becknell's Industrial REIT (Ep 85)

    Is industrial real estate a smart place to put your money? In this episode, we explore what today’s market means for investors seeking steady, dependable returns.   With over 35 years in industrial real estate, Becknell Industrial is bringing its tried-and-true strategy to accredited investors who seek reliable alternatives to stocks and bonds. I sat down with Becknell's CFO, Clay Thelen, to discuss what makes Becknell stand out, explain the rationale behind the new fund, and discuss why long-term, low-leverage industrial real estate might fit into your portfolio. Top three takeaways: Long-Term, Mission-Critical Investments: Becknell specializes in build-to-suit industrial assets—think warehousing, light manufacturing, and distribution facilities for blue-chip tenants like Abbott Laboratories. These are designed, built, managed, and owned in-house, for consistency and commitment.Income & Accessibility: The new Becknell Industrial Income Trust offers monthly distributions with a 5% annual yield, an early investor bonus, and a minimum investment of $25,000. As an equity investment (not just debt), you gain ownership in high-quality, income-producing real estate.Industry Tailwinds: With e-commerce growth and U.S. manufacturing reshoring, demand for industrial space is surging—even as new supply tightens. This creates a compelling environment for stable, long-term returns.To read more about Becknell Industrial - https://becknellindustrial.com/ 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 Facebook: facebook.com/theunconventionalinvestorpodcastInstagram: instagram.com/michelle.e.moses Website: www.mefinancial.netDisclaimer: The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These investments are often illiquid, meaning they may not be easily sold or converted to cash, and investors should be prepared to hold them for an extended period of time. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    28 min

  6. 10/21/2025

    A Good Option For Your Cash Savings? Yrefy with Laine Schoneberger (Ep 84)

    Private credit is one of the hottest alternative investments right now, and Yrefy has a truly innovative investment that serves both sides of the transaction - borrowers and investors. Laine Schoenberger, Chief Investment Officer and Managing Partner at Yrefy, joins me to explain their platform. Yrefy helps borrowers trapped by private student loan debt while offering accredited investors attractive, non-correlated returns. Laine shares the stories behind their clients, explains how their underwriting process works and explains the advantages for investors, including flexible terms and steady, fixed interest rates. Top three takeaways: 🔹 Real Impact for Borrowers: Yrefy’s program isn’t just about numbers; it’s changing lives. By negotiating down distressed private student loan debt and refinancing at affordable, fixed interest rates (average 3.9%!), borrowers get a custom solution that restores their credit and financial dignity. 🔹 Investor-Friendly Structure: Accredited investors can participate with as little as $50K, picking their preferred term (1-5 years) and enjoying fixed, non-correlated returns up to 10.25%. There’s also a feature that provides flexibility if early liquidity is needed. 🔹 Transparent, Human Approach: Every loan is handled in-house, borrowers are required to prove their seriousness before funding, and Yrefy’s average default rate is low (around 2%). Private credit that genuinely “does well by doing good” — this is a case study in how investors and borrowers can both win. To read more about Yrefy - www.yrefy.com 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: instagram.com/michelle.e.moses Website: www.mefinancial.net  Disclaimer: The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These investments are often illiquid, meaning they may not be easily sold or converted to cash, and investors should be prepared to hold them for an extended period of time. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    33 min

  7. 10/14/2025

    Putting It All Together: 1031 Strategies You Can Use (Ep 83)

    If you’re tired of managing properties or just looking for smarter ways to grow your wealth, this episode is for you. In this solo episode, I discuss 1031 exchange strategies that don't include rolling your investment into the same kind of real estate. Here are my top 3 takeaways:  1031 Exchanges Aren’t One-Size-Fits-AllYou don’t have to trade one rental property for another. You have more flexible options, including investing in managed real estate solutions. Explore Delaware Statutory Trusts (DSTs)With DSTs, you can 1031 into professionally managed commercial properties (like hotels or office buildings), so you get “mailbox money” without the headaches of property management. Mineral RightsA little-known 1031 option: oil and gas mineral rights. You can swap your investment property for the rights to land resources and earn ongoing royalties—plus, these assets can be passed down to heirs! For more detail on 1031s, please listen to the previous episode with Michael Velasco (Ep 82) 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: instagram.com/michelle.e.moses Website: www.mefinancial.net  Disclaimer: The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These investments are often illiquid, meaning they may not be easily sold or converted to cash, and investors should be prepared to hold them for an extended period of time. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    12 min

  8. 10/07/2025

    The In's & Out's of 1031 Exchanges with Michael Velasco (Ep 82)

    Today we talk the ins and outs of 1031 exchanges—a powerful real estate tool that lets investors defer taxes when selling investment or business property. Michael Velasco, founder and qualified intermediary of Exchangeable, and one of only around 120 certified exchange specialists nationwide. We discuss what a 1031 exchange really is, why so many property owners still don’t know about it, and the nuts and bolts you need to get started.  We talk about the different types of exchanges (including the elusive reverse and improvement exchanges), strategies to avoid common pitfalls, and the importance of understanding your legal entities and getting expert advice before beginning. Top 3 takeaways: 1031 Exchanges Are Only for Investment/Business PropertiesPersonal residences don’t qualify—you must own rental or business real estate to take advantage of these powerful tax deferral strategies.Timelines Matter: 45 Days to Identify, 180 Days to CloseAfter selling your property, you have 45 days to identify a replacement and 180 days to complete the transaction. Missing these deadlines can kill your exchange.Structure and Expertise Are KeyThe nuances of entity setup, property title, and choosing the right type of exchange (standard, reverse, improvement) can make or break your outcome. Work with a qualified intermediary early, and don’t skimp on the expert advice—mistakes are costly!Connect with Michael Velasco- www.1031exchangeable.com 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: instagram.com/michelle.e.moses Website: www.mefinancial.net  Disclaimer: The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These investments are often illiquid, meaning they may not be easily sold or converted to cash, and investors should be prepared to hold them for an extended period of time. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    26 min
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About

Are you feeling overwhelmed managing your portfolio? Do you struggle to find expert guidance on non-traditional investment opportunities? Are you looking for ways to simplify your finances, generate more income, and build lasting wealth? If you answered yes to any of these questions, you’re in the right place!Welcome to The Unconventional Investor® podcast—a show dedicated to helping accredited investors explore non-traditional investments and real estate strategies to create a stronger, more diversified portfolio. My goal is to empower you with the knowledge and confidence to make informed financial decisions, think outside the traditional stock market, and achieve your long-term financial goals.I’m your host, Michelle Moses—a Certified Financial Planner®, licensed Realtor®, and Founder of Me Financial. With over 20 years of experience helping clients achieve their financial dreams, I’ve built my expertise by owning multiple businesses, flipping houses, managing rental properties, and investing in a wide range of alternative assets.Each week, I’ll share tips and proven strategies to help you navigate the world of alternative investments with clarity and purpose. Whether it’s real estate, private equity, or other unconventional opportunities, this podcast will give you the tools to balance your portfolio with your lifestyle—and invest in ways that truly excite you. 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/

Information

  • Creator
    Michelle Moses | CFP® & Realtor®
  • Years Active
    2023 - 2026
  • Episodes
    90
  • Rating
    Clean
  • Copyright
    © 2026, Michelle Moses, All Rights Reserved
  • Show Website
    The Unconventional Investor