Making It in Asheville is a podcast dedicated to sharing advice on living, working, and creating in Asheville, NC. We interview the city's best entrepreneurs, freelancers, artists, and craftspeople and dig to get transferable skills to bring to your life, art, passion project, and business. https://makingitinasheville.com
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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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E42: Invest in Buda Neighborhood Retail with Frank Navarro and Tim Dowling
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42:03Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Tim Dowling and Frank Navarro, discussing their investment opportunity in a mixed-use “neighborhood’”retail project in Buda, Texas. The conversation starts with an introduction and conversation about Frank and Tim’s background in commercial r…
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E41: A Conversation about the Five Capitals
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46:47
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46:47Summary In this episode, Sarah Florer and Roland Wiederaenders explore the concept of the five capitals, a framework for understanding wealth beyond just financial matters. They discuss human, intellectual, social, spiritual, and financial capital, emphasizing the importance of each in building generational wealth and fostering well-being within fa…
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E40: Meet Bryan Hancock and the Texas Freedom Fund
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31:54
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31:54Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview Brian Hancock about his Texas Freedom Fund, an oil and gas investment fund. Brian shares his background in real estate and engineering, his transition into oil and gas investing, and the unique opportunities and tax benefits associated with thi…
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E39: Passive Investing Mastery - Interview with Patrick Grimes
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42:55
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42:55Summary In this conversation Roland and Sarah from Alt Investing Made Easy introduce Patrick Grimes, of Passive Investing Mastery, who discusses his journey into alternative investments, emphasizing the importance of capital preservation and recession resilience. Patrick shares a passion with Sarah and Roland for providing education about alternati…
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E38: Invest with Commodore Group Holdings and Rohit Sood
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6:13In this mini-episode from Alt Investing Made Easy we meet Mr. Rohit Sood who presents accredited investors with an investment opportunity with Commodore Group Holdings LP, a Delaware limited partnership focused on long-only quality investing in high-quality US equities. Rohit discusses the investment philosophy of approaching shareholding while ‘Th…
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E37: Think like an Owner: Meet Commodore Group Holdings and Rohit Sood
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38:16Summary Hosts Sarah Florer and Roland Wiederaenders welcome Mr. Rohit Sood of Commodore Group Holdings, which uses a hedge fund strategy focused only on taking long positions. In this episode from Alt Investing Made Easy we hear from Rohit as he shares his unique journey starting out as a trained engineer and then transitioning into finance and inv…
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E36: Invest in Flex Industrial with Land Play by Alec McElhinny
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5:32
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5:32Summary In this episode of ALT Investing Made Easy, Alec McElhinny shares an investment deal he is offering in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of investing in flex space, and the importance of lease structures in commercial real…
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E35: Flex Industrial - Meet Alec McElhinny with Land Play
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38:52
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38:52Summary In this episode of ALT Investing Made Easy, Alec McElhinny shares his journey from being an actuary to becoming a commercial real estate investor. He discusses his current project in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of in…
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E34: Revisit Episode 1: Intro to Alternative Assets - Deep Dive into the Regulatory Framework
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34:04Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the regulatory framework governing securities, focusing on the Securities Act of 1933 and its implications for private offerings. They discuss the importance of Regulation D, the role of accredited investors, and the concept of materiality in disclo…
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E33: Invest in Private Equity with Mark Flickinger of BIP Capital
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6:20
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6:20Summary In this episode of Alt Investing Made Easy, Roland and Sarah interview Mark Flickinger, General Partner and COO of BIP Ventures. Mark discusses the launch of their new investment product, BIP Ventures Evergreen BDC, which aims to provide accredited investors with easier access to private equity markets. He elaborates on their investment phi…
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E32: Meet Mark Flickinger and the BIP Ventures Evergreen Funds
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45:22Summary Today in this Episode of Alt Investing Made Easy hosts Sarah Florer and Roland Wiederaenders welcome Mark Flickinger from BIP Ventures to discuss investing in operating business through private equity, one of the classes of alternative investments. Mark is highly experienced and shares special insights developed from his background in compe…
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E31: Everything You Need to Know About the Capital Stack
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39:54Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the concept of the capital stack, explaining its significance in investment decisions. They break down the layers of the capital stack, including debt, mezzanine debt, preferred equity, and common equity, discussing the risks and returns associated …
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E30: Wealth Planning - Interview with Carlos Cardenas of Austin Wealth Management
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40:59
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40:59Summary In this episode of Alt Investing Made Easy, Roland and Sarah speak with Carlos Cardenas from Austin Wealth Management, who discusses the critical role of strategic planning in wealth management, including in times of turbulence. He shares his journey from being an art dealer to becoming a wealth advisor, emphasizing the importance of unders…
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E29: Invest in Private Equity with Corn Board Manufacturing, Inc.
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39:53Summary In this episode of Alt Investing Made Easy, Lane Segerstrom, CEO of Corn Board Manufacturing, shares his journey as an inventor and entrepreneur. He discusses the innovative process of creating corn board from agricultural byproducts, the environmental benefits of this sustainable material, and the unique business model of leasing pallets. …
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E28: Invest in Retail Commercial Real Estate - Interview with Dr. Ruchir Patel and Dr. Rahul Damani
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41:37Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Dr. Rahul Damani and Dr. Ruchir Patel, both practicing physicians who have ventured into real estate investing through their company, Eureka Investing. They discuss their backgrounds, the journey that led them to invest in real estate, and th…
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E27: Invest in Sound Curves, led by NASA Apollo Engineer, Jim Skaggs
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36:36Summary In this episode, Jim Skaggs shares his extensive experience in leadership and entrepreneurship, discussing key lessons learned from his time on NASA’s Apollo Space program and his successful turnaround of various companies. He emphasizes the importance of decision-making, mentorship, and teamwork in leadership. Additionally, Jim introduces …
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E26: Revisit E1 Intro to Alternative Assets - Deep Dive into Due Diligence Basics
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40:00Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the essentials of due diligence for alternative assets. They discuss the significance of the Private Placement Memorandum (PPM), the Operating Agreement, and the Subscription Agreement, emphasizing the importance of understanding the terms and condi…
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E25: Invest in Motorsports Racing with Ryan Shehan Racing
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49:58Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview Ryan and Doug Sheehan of RBS Motorsports. They discuss Ryan's journey in racing, the dynamics of family involvement in business, and the investment opportunities available in motorsports. The conversation covers Ryan's growth as a driver, the i…
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E24: The Long Story Part 2 - Interview with Larry Powell of LP Institutional, Inc.
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44:19Summary In this conversation, Larry Powell shares his insights on evaluating investment managers, emphasizing the importance of maintaining control over assets, understanding the differences between managed accounts and commingled funds, and the necessity of thorough due diligence. He discusses the evolution of investment platforms, the significanc…
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E 23: Revisit Intro to Alternative Assets - Deep Dive into Investment Structures
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34:03Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders provide a comprehensive overview of alternative assets, focusing on various business entities and their implications for investors. They discuss the importance of understanding investment structures, including corporations, limited liability companies, limited…
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E22: Revisit Intro to Alternative Assets - Deep Dive into Securities
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32:30Summary In this episode of 'Alt Investing Made Easy', hosts Sarah Florer and Roland Wiederaenders revist the topic from episode 1, and delve into the world of alternative assets, focusing on the definitions and types of securities, the distinctions between public and private securities, and the various categories of private investments. They emphas…
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E21: "The Long Story" Part 1 - Interview with Larry Powell of LP Institutional, Inc.
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1:13:51
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1:13:51Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Larry Powell of LP Institutional, Inc., a seasoned investment management professional. The conversation delves into Larry's extensive background in the investment industry, his experiences with alternative assets, and the evolution of investment …
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E20: Reflections and Aspirations for 2025
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1:09:02
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1:09:02In this episode, Sarah Florer and Roland Wiederaenders reflect on their journey with the podcast 'Alt Investing Made Easy,' discussing their achievements, future goals, and the importance of building relationships in the realm of alternative investments. They explore the philosophy of wealth, emphasizing the significance of holistic wealth that enc…
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E19: Real Property and 1031 Exchange with Jason Gorman, Attorney
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51:04In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders are joined by attorney Jason Gorman from Grable Martin PLLC. They discuss Jason's extensive background in real estate law, the intricacies of title insurance, and the importance of understanding 1031 exchanges in real estate transactions. The conversation delves…
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E18: Chattanooga Multifamily Investment with Chad King, CEO, Titan Capital
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54:19In this episode of Alt Investing Made Easy, Chad King of Titan Capital shares his journey in real estate, emphasizing the importance of partnerships, effective marketing strategies, and the significance of selecting the right deals. He discusses his current investment opportunity in Chattanooga, Tennessee, and introduces the Deal Flow Creator softw…
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E17: Oil and Gas Alternative Investments with Jace Graham, CEO, Rising Phoenix Capital
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59:11In this conversation, the hosts discuss the intricacies of oil and gas investments with Jace Graham from Rising Phoenix Capital. They explore the evolution of drilling technology, the geographic scope of oil and gas investments, and the tax advantages associated with these investments. Jace shares insights on diversifying portfolios with energy inv…
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E16: Qualitative Estate Planning - Interview with David Claflin, Attorney
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1:07:39
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1:07:39In this conversation, Sarah Florer, David Claflin, and Roland Wiederaenders delve into the intricacies of estate planning, focusing on the qualitative aspects that often get overshadowed by quantitative measures. David shares his unique journey into estate planning, emphasizing the importance of understanding the 'why' behind wealth transfer. The d…
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E15: Charitable Giving - Interview with Julia Helgeson of the Joyful Child Foundation
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5:57
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5:57In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders discuss the importance of charitable giving, particularly during the holiday season, with Julia Helgeson from the Joyful Child Foundation. Julia shares her journey into nonprofit work, the foundation's mission to protect children, and the various programs they offer. …
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E14: AIME Management Entity FAQ - Organizing an Asset Management Company
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10:25
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10:25In this episode of Alt Investing Made Easy, hosts Roland and Sarah discuss the complexities of alternative investing, particularly in commercial real estate. They delve into the importance of selecting the right structure for the manager of the investment company, the implications of state tax laws, and the necessity of clear governance in manageme…
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E13: AIME Fund FAQs - Single Asset Syndication vs. Open-Ended Funds
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32:56
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32:56In this episode of Alt Investing Made Easy, hosts Roland and Sarah delve into the differences between open-ended funds and single asset funds, particularly in the context of commercial real estate. They discuss the advantages of open-ended funds, such as flexibility and diversification, while also addressing the importance of cash management, inves…
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E12: Mixed Use Investment Opportunity with Trevor Thompson of Massive Capital
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52:31
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52:31In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Trevor Thompson, Vice President of Investor Engagement at Massive Capital. The conversation explores Trevor's journey into real estate investing, the unique approach of Massive Capital in offering investment opportunities, and a new development project o…
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E11: Alternate Investing: Interview with Mitch Flax, CAIA
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55:28
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55:28In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Mitch Flax,CAIA, Founder and Chief Investment Officer of Net Equity Capital, to explore the world of alternative investments. Mitch shares his extensive background in wealth management, the significance of the CHartered Alternative Investment Analyst…
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E10: Marina Investing with South Silver Group
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57:04
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57:04In this episode of Alt Investing Made Easy, Roland and Sarah host Jay and Rebekah Personias from South Silver Group. Jay and Rebekah discuss their personal journeys into real estate, the legacy of a family lake-side resort, and the current investment opportunity in marinas around the country. The conversation covers the dynamics of marina investmen…
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Asheville Daily | Episode 6: Launching 1% for Asheville + Grant Opportunities for Local Businesses In today’s episode, host Tony Ubertaccio highlights the new 1% for Asheville campaign, an inspiring initiative where Asheville businesses pledge 1% of their sales for November and December to support local hurricane relief efforts. Spearheaded by Eric…
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Asheville Daily | Episode 7: Strategic Choices for Asheville Business Owners Post-Hurricane In today’s Halloween episode of the Asheville Daily, host Tony Bertaccio explores two decision-making frameworks to help local business owners navigate choices in the aftermath of Hurricane Helene. Tony shares practical tools to weigh options, from financial…
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008 - Businesses that aren't doing this one thing are falling behind.
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8:32Asheville Daily | Episode 8: Why Email is Asheville's Biggest Untapped Asset for Local Businesses In today’s episode of the Asheville Daily, host Tony Ubertaccio dives into one of the most valuable yet underused tools for local businesses—email marketing. As Asheville rebuilds, Tony shares why building and nurturing an email list is critical for cu…
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In this episode of 'Alt Investing Made Easy', hosts Roland and Sarah discuss the complexities of alternative investments, focusing on private securities and the regulations surrounding who can offer and sell them. They explore the roles of broker dealers and other parties who can promote investments. They discuss the concept of democratization of c…
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007 - Support Asheville Musiciains Who Are Supporting Asheville
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5:59
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5:59Asheville Daily Podcast | Episode 7: Musicians Rally for Asheville’s Recovery In this episode of the Asheville Daily, host Tony Ubertaccio dives into the powerful ways Asheville’s music community is stepping up for post-Hurricane Helene recovery. From major benefit concerts to local collaborations, Asheville’s musicians are making an impact where i…
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Asheville Daily | Episode 6: Where to Find Open Businesses, Resources for Owners & Asheville's Road to Recovery In this episode of the Asheville Daily, host Tony Ubertaccio continues the conversation on Asheville’s progress post-Hurricane Helene. He covers which businesses are open, which resources are available for visitors, and practical advice f…
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Asheville Daily | Episode 5: How Open is Asheville Really? Navigating Water Safety & Local Business Recovery In this episode of the Asheville Daily, host Tony Ubertaccio explores the theme of “openness” as Asheville recovers from Hurricane Helene. Tony breaks down key questions around what it means to be “open” for business in Asheville right now a…
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Asheville Daily | Episode 4: The Power of Listening & Practical Email Tips for Overwhelmed Business Owners In this episode of the Asheville Daily, host Tony Ubertaccio reflects on the importance of listening during times of recovery and shares a beautiful quote from the West Asheville Yoga community that speaks to the tension between moving forward…
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The AVL Daily | Episode 3: Local Business Recovery & Resources After Hurricane Helene In today’s episode of the Asheville Daily podcast, host Tony Ubertaccio shares updates on the local business community as it continues to recover from Hurricane Helene. We dive into the story of Rockgeist, a local bikepacking gear company that experienced 5 feet o…
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E8: Distressed Assets with Mary Elizabeth Heard, Esq. and Eddie Martin, Esq.
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57:19In this episode of Alt Investing Made Easy, hosts Roland and Sarah, along with guests Mary Elizabeth Heard and Eddie Martin, delve into the world of distressed assets. They explore the definition of distressed assets, particularly in real estate, and discuss the current market cycle, highlighting the opportunities and challenges investors face. The…
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002 - Balloons, Christmas Trees, Sprinklers, & Trump
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7:10
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7:10Daily Asheville Business Updates | October 22 In today's episode, we bring you the latest updates on the impact of Hurricane Helene on Asheville’s business community.Highlights include: Downtown Open Doors Event: Local businesses participating with a welcoming gesture by displaying balloons on their doors. The event will continue on October 26, inv…
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The Asheville Daily: A Podcast of Hope and Strength Three weeks ago, Hurricane Helene swept through Asheville and Western North Carolina, leaving a path of destruction in its wake. As roads closed and trees fell, neighbors rallied, chainsaws roared, and our community began the long process of recovery. Amid the challenges, there’s been a surge of h…
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139 - Making It In Asheville's Daily Good News Starts Monday
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5:55A Special Announcement: Daily Good News Podcast for Asheville | Making It In Asheville On this special episode of the Making It In Asheville podcast, we reflect on the past three weeks since Hurricane Helene struck Asheville and Western North Carolina. With major changes and challenges impacting our community, there’s also a lot of hope emerging fr…
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138 | Mountain BizWorks’ Disaster Recovery Efforts: What Now, Asheville?
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29:18Mountain BizWorks’ Disaster Recovery Efforts: What Now? | MIIA x MBW In the wake of Hurricane Helene, businesses across Asheville and Western North Carolina have faced devastating losses, including the destruction of over 100 bridges and significant road closures. Since launching the WNC Strong Helene Business Recovery Fund, Mountain BizWorks has r…
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E7: Bankruptcy and Restructuring (Part 2) featuring Mary Elizabeth Heard, Esq.
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33:23In this conversation, Mary Elizabeth Heard discusses the intricacies of bankruptcy law, focusing on pre-packaged bankruptcies, the broader concept of restructuring, and the impact of the Great Recession on these processes. She emphasizes the importance of a sound bankruptcy system in facilitating economic vibrancy and innovation. The discussion als…
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E6: Bankruptcy and Restructuring (Part 1) featuring Mary Elizabeth Heard, Esq.
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27:41
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27:41In this episode of Alt Investing Made Easy, hosts Roland Wiederaenders and Sarah Florer discuss the complexities of bankruptcy law with attorney and expert Mary Elizabeth Heard. They explore the significance of bankruptcy in the investment landscape, particularly for small businesses and innovation. The conversation delves into the different types …
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E5: Public Securities vs. Private Securities featuring Eddie Martin, Esq.
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36:18
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36:18In this episode of Alt Investing Made Easy, hosts Roland and Sarah interview attorney Eddie Martin and altogether they discuss the complexities of alternative investments, focusing on the differences between public and private securities. They explore the costs associated with going public, the regulatory framework that governs public companies, an…
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