E20: Reflections and Aspirations for 2025

Alt Investing Made Easy

In 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 encompasses not just financial capital but also social, intellectual, and spiritual dimensions. The conversation highlights the value of community, personal growth, and the importance of a win-win mentality in both professional and personal contexts. In this conversation, Roland and Sarah discuss the importance of building relationships with wealth managers, the significance of meaning in wealth building, and the necessity of teaching financial literacy to the next generation. They explore the psychological impacts of inherited wealth, the role of wealth in personal agency, and the importance of understanding legal and financial landscapes. The discussion also reflects on their podcast's growth and future goals, emphasizing the value of collaboration and revisiting foundational concepts.

Sponsored by:
Real Advisers, Austin, Texas

Special thanks to:

David Claflin, Attorney for introducing us to the work of James (“Jay”) E. Hughes and the framework of the Five Capitals - Wealth as Wellbeing. More information can be found on the James E. Hughes Foundation website, www.jehif.org.

Grable Martin PLLC

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: [email protected]

Roland Wiederanders: [email protected]

Sarah Florer: [email protected]

Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”

© 2025 AltInvestingMade Easy.com LLC All rights reserved

Takeaways

• The podcast serves as a marketing tool for their law practice and investment advisory firm.
• Building relationships with clients and colleagues is essential for success.
• Holistic wealth includes financial, social, intellectual, and spiritual capital.
• Learning from colleagues in different legal specialties enriches their practice.
• The importance of community and support in professional growth.
• A win-win mentality fosters better relationships in business.
• Spiritual wealth is crucial for finding meaning in life and work.
• Investing in personal growth leads to better professional outcomes.
• The podcast has created a platform for sharing values and ideas.
• Physical health is foundational for pursuing other areas of wealth. Building relationships with wealth managers can enhance client services.
• Wealth should have meaning to ensure its longevity across generations.
• Teaching children about financial literacy fosters a growth mindset.
• Wealth provides agency, allowing individuals to make choices.
• Understanding bankruptcy is crucial for wealth building.
• Revisiting the basics in any field is always beneficial.
• 1031 exchanges require careful consideration and planning.
• The psychological impact of inherited wealth can lead to personal struggles.
• Collaboration strengthens efforts in achieving goals.
• The podcast has evolved, reflecting on past episodes and future aspirations.

Sound Bites

"We wish everyone the best this year."

"We've made massive progress."

"We're getting better and better every day."

"There's so much more to look forward to."

"It's a win-win mentality."

"We want to encourage that in our investor clients."

"It's all about relationship."

"Passing down a growth mindset is essential."

"Wealth buys agency, the freedom to decide."

"It's important to revisit the basics regularly."

"Strength in numbers is key to success."

Chapters

00:00 Reflections on the Journey

09:53 The Philosophy of Wealth

20:00 Building Relationships and Community

29:59 The Role of Spiritual Wealth

34:05 Building Relationships with Wealth Managers

37:08 The Importance of Meaning in Wealth

39:54 Teaching Financial Literacy to the Next Generation

41:53 The Role of Wealth in Personal Agency

44:57 The Psychological Impact of Inherited Wealth

47:52 Navigating Legal and Financial Landscapes

50:02 Reflecting on Podcast Growth and Future Goals