Episodios

  • E57: Estate Planning Simplified: Protecting Your Family, Your Legacy, and Your Peace of Mind with Eric Bean, FBFK Law

    E57: Estate Planning Simplified: Protecting Your Family, Your Legacy, and Your Peace of Mind with Eric Bean, FBFK Law
    Oct 15 2025

    Discover simple, strategic steps to protect your wealth, secure your legacy, and prevent family conflict through smart estate planning with expert insights from attorney Eric Bean.

    Estate Planning Made Easy: Protect Your Legacy and Family Peace of Mind

    Most people think estate planning is only for the ultra-wealthy. In this episode, Eric Bean, attorney at FBFK Law, breaks down how families under the $15M exemption can protect their assets, avoid conflict, and plan for both death and incapacity. From handwritten wills to guardianship nightmares, this conversation makes estate planning simple, relatable, and essential. If you care about your loved ones and want peace of mind, this is the episode to listen to.

    About Our Guest: Eric Bean, Attorney at FBFK Law
    After graduating from South Texas College of Law Houston, Eric Bean served for 2 years as a briefing attorney at the Fourteenth Court of Appeals in Houston, Texas. After his clerkship, Eric joined a boutique estate planning and probate litigation firm, eventually becoming a partner. Eric focuses his practice on estate planning and probate law with an emphasis on trust and estate administration, guardianship administration, and trust, estate, and fiduciary litigation. He represents fiduciaries, family members, and beneficiaries in will contests and all manner of disputes and controversies involving estates and trusts. Eric is certified and eligible for court appointments, serving as an attorney for guardianship applicants or as a court-appointed attorney in guardianship proceedings, including as an attorney ad litem. Eric has also served as a court-appointed attorney ad litem in heirship cases and as a court-appointed administrator, helping clients navigate complex legal matters with clarity and confidence.

    Outside of his legal practice, Eric is passionate about sharing his knowledge. He writes about emerging legal issues and developments in estate planning and probate law, providing practical guidance to both clients and colleagues. Known for his attention to detail and dedication to his clients, he is a trusted advisor in navigating the intricacies of estate and probate law.

    Connect with Eric Bean on LinkedIn: https://www.linkedin.com/in/eric-bean-57136130/

    Top Takeaways
    -You already have a plan—just not your own.
    -The state decides who gets your assets if you don’t.
    -“Leave it to Beaver” planning keeps things simple.
    -For non-taxable estates under $15M, structure your plan around fairness, clarity, and family harmony.
    -Avoid the big three litigation triggers:
    -Handwritten wills, last-minute changes, and naming one sibling as trustee.
    -Plan for incapacity, not just death.
    -Include powers of attorney, HIPAA releases, and directives to physicians to avoid costly guardianships.
    -Guardianship is the legal removal of rights.
    -Avoid it through proactive documentation and family transparency.
    -Peace of mind comes from preparation.
    -Once your plan is in place, you—and your family—sleep better.
    -Don’t be penny-wise and pound-foolish.
    -Spending on estate planning today prevents family turmoil tomorrow.

    Chapters with Timestamps
    00:00 – Welcome & guest introduction
    01:00 – What estate planning attorneys actually do
    03:00 – The handwritten “napkin will” and other real-world disputes
    05:00 – Understanding the $15M exemption and non-taxable estates
    07:00 – “Leave it to Beaver” estate planning explained
    10:00 – Why everyone needs a will—even if you “don’t have much”
    12:00 – What happens when you don’t plan
    14:00 – Guardianship for minors and adults
    20:00 – Planning for incapacity: powers of attorney & directives
    25:00 – Avoiding guardianships through smart documents
    29:00 – Real-life examples and court experiences
    34:00 – The emotional side of planning and family conflict
    37:00 – Why helping people plan is deeply rewarding
    39:00 – Closing thoughts: death, taxes, and peace of mind

    Credits
    Sponsored by Real Advisers Capital, Austin, Texas
    If you are interested in being a guest, please email us.

    Video and Podcast Production by Red Sun Creative, Austin, Texas
    https://redsuncreative.studio

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

    “The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”

    © 2025 AltInvestingMadeEasy.com LLC All rights reserved
    Más Menos
    40 m
  • #56: Maximize Returns with Legal Due Diligence - Reduce Risk, Close Better Deals

    #56: Maximize Returns with Legal Due Diligence - Reduce Risk, Close Better Deals
    Oct 8 2025
    Legal Due Diligence: Protecting Returns in Alternative Investing Legal due diligence isn’t just paperwork — it’s profit protection. In this episode, attorney Javier Aranda of FBFK Law joins hosts Sarah Florer and Roland Wiederaenders to explain how early legal strategy can prevent costly mistakes, protect investor capital, and strengthen deal structures. From NDAs to IP rights and procurement contracts, Javier shares how to think like a business-minded lawyer — so every investor can make smarter, safer decisions in the alternative investing world.About Our Guest: Javier Aranda, Technology and IP Transactions Attorney at FBFK LawAn experienced transactional and technology attorney, Javier Aranda’s practice centers on deep knowledge and immersion in the technology industry, handling software and technology licensing agreements, intellectual property, data privacy, and other transactional matters. He’s served in senior corporate counsel positions for several major tech companies, and as a transactional attorney for video gaming companies, financial institutions, and a restaurant corporate headquarters – from USAA and Frost Bank to Whataburger.Javier is particularly adept at negotiating complex commercial transactions, including SaaS, Software Licensing, Intellectual Property, Game Development, Marketing, Ad-Tech, e-Commerce, Non-Disclosure Agreements, Consulting Services, IT Services, and Privacy Matters.Connect with Javier Aranda on LinkedIn: https://www.linkedin.com/in/javier-aranda-aa6a3973/ Top TakeawaysLegal is a profit lever. Good counsel reduces hidden costs, protects assets, and strengthens investor confidence.Contracts carry capital risk. Auto-renewals, vague T&Cs, and unreviewed clauses can quietly drain investor returns.IP ownership matters. Ensure employees and contractors assign intellectual property rights to the company — or risk losing core value.Due diligence drives deal success. Investors must review assignability, licensing, and online terms before capital deployment.NDAs aren’t optional. Even two-page documents protect ideas, data, and technology during early partnership discussions.Fractional counsel = full-time insight. Outsourced legal experts deliver in-house thinking without the overhead.AI assists, not replaces, judgment. Automated tools flag risk fast — but human legal context still determines deal quality.Notable Quotes“Good legal work isn’t just about compliance — it’s about protecting profits and preventing risk before it costs you.”“The same redlines that apply to one deal may not apply to the next. You only know the difference if you understand the business.”“You might think you negotiated a great deal, but if the online terms supersede your contract, you’ve already lost leverage.”“If you’re trying to raise money, someone will do due diligence on you. Make sure your contracts say what you think they say.”“I tell my clients: focus, achieve, success — but also get over yourself. Stay humble, stay teachable, and keep solving problems.”Chapters with Timestamps00:00 – Welcome & Guest Introduction: Sarah and Roland introduce attorney Javier Aranda, highlighting his background at EA, Zynga, and FBFK Law.01:20 – From In-House to Outside Counsel: Javier shares his transition from corporate counsel to serving as a fractional general counsel for tech-driven companies.04:30 – The Hidden Risks in Procurement: How everyday contracts, renewals, and vendor terms can quietly erode margins and investor returns.07:00 – The Business Partner Mindset: Why great attorneys think like operators — collaborating early to protect both growth and compliance.11:30 – Hub-and-Spoke Legal Strategy: Coordinating contracts across departments to uncover leverage, reduce redundancy, and save money.13:40 – Real-World Legal Traps: The overlooked clauses that can kill a deal — from hidden T&Cs to unenforceable indemnities.22:00 – NDAs & Confidentiality Essentials: When and how to use non-disclosure agreements to safeguard intellectual property and deal flow.27:30 – IP Ownership & Assignability: Protecting proprietary technology and ensuring contracts support fundraising and exits.32:00 – Legal Due Diligence for Investors: Why proactive document management and clear contract terms directly impact valuation and liquidity.37:20 – Personal Mission & Mindset: Javier’s personal mottos — “Focus, Achieve, Success” and “Get over yourself” — and how humility drives leadership and discipline.39:20 – Closing Thoughts: Hosts reflect on how legal due diligence shapes stronger, smarter alternative investing decisions.CreditsSponsored by Real Advisers Capital, Austin, TexasIf you are interested in being a guest, please email us.Podcast Production by Red Sun Creative, Austin, Texas: https://redsuncreative.studio/Disclaimers“This production is for educational purposes only and is not intended as investment or legal advice.”“The ...
    Más Menos
    41 m
  • #55 Qualified Small Business Stock (QSBS) Explained: How Section 1202 Creates Tax-Free Business Exits

    #55 Qualified Small Business Stock (QSBS) Explained: How Section 1202 Creates Tax-Free Business Exits
    Oct 1 2025
    How Qualified Small Business Stock Creates Tax-Free Business ExitsDiscover how Qualified Small Business Stock (QSBS) can unlock tax-free exits for founders and investors. In this episode, attorney Dan Baucum of FBFK Law breaks down the tax rules, timelines, and strategies behind Section 1202. Learn how to structure your investments, maximize capital gains exclusions, and avoid costly mistakes when selling your business or stock. Whether you’re planning an exit or building a growth-focused portfolio, this episode simplifies complex tax concepts into actionable insights to help you make smarter, more confident decisions.About Our Guest: Dan Baucum, Attorney, FBFK LawDan Baucum advises clients on federal tax matters impacting business transactions such as acquisitions, mergers, sales, divisions, conversions, and terminations. He has deep experience navigating complex tax issues and is recognized for his work with LLCs, LPs, and S corporations and high-net-worth estate planning. Dan also represents clients in IRS controversies, including administrative matters before the IRS Chief Counsel’s Office in Washington, D.C. His expertise on federal tax issues has been sought in both advisory and expert witness roles, underscoring his command of the field.Earlier in his career, Dan served as Special Assistant to the IRS Assistant Chief Counsel (Passthroughs & Special Industries). In that role, he reviewed key IRS tax guidance related to partnerships, S corporations, trusts, and estates. Notably, he contributed to developing the built-in gain and disguised sale of property regulations and helped shape the IRS’s “safe harbor” policy for partnership profits interests. He reviewed and drafted numerous proposed regulations, revenue rulings, and private letter rulings issued by the Passthroughs division. After his tenure in government, Dan joined the National Tax Office of an international accounting firm as director, advising on partnership tax issues and IRS procedure. He also taught for four years as an adjunct professor at Georgetown University Law Center’s Graduate Tax Law Program.Since returning to Dallas, Dan has remained active in legal practice and bar leadership. He chaired the State Bar of Texas Tax Section and previously led the Dallas Bar Association’s Tax Section. His dedication to legal education includes almost 17 years of teaching as an Adjunct Professor at SMU Dedman School of Law and Baylor Law School. Recognizing his professional contributions, he is a Fellow of the American College of Tax Counsel.Connect with Dan Baucum on LinkedIn: https://www.linkedin.com/in/dbaucum/ Top TakeawaysQSBS Power: Exclude up to $15M or 10x your investment in capital gains taxes with proper planning.LLC vs. C-Corp: Why switching to a C-Corp can benefit growth-focused businesses reinvesting profits.5-Year Holding Rule: Hold QSBS for five years to qualify for a 100% capital gains tax exclusion.Stock vs. Asset Sales: Only stock sales qualify for QSBS — asset sales miss out on tax benefits.Family Wealth Transfer: QSBS exclusions can be stacked by gifting stock to family members.Eligibility: Tech and manufacturing usually qualify; service businesses typically do not.Exit Strategy Clarity: Tax planning early can save millions and prevent last-minute deal roadblocks.Notable Quotes“Ask yourself: What are you going to do with the profits? That answer determines how you should be taxed.” – Dan Baucum“Qualified Small Business Stock can be a game changer — it’s one of the most overlooked tax planning tools for growth companies.” – Dan Baucum“Nine times out of ten, an LLC may be the right answer, but don’t let habit dictate your choice — do the math.” – Dan BaucumChapters with Timestamps00:00 – IntroductionWelcome and overview of tax-focused investing strategies.01:00 – Meet Dan BaucumDan’s background and expertise in tax law and partnership structures.04:00 – LLC vs. C-Corp ExplainedKey differences and why entity choice matters for investors and founders.10:50 – Deciding How to Use ProfitsHow reinvesting vs. distributing profits influences tax decisions.13:56 – QSBS OverviewWhat Qualified Small Business Stock is and why it matters.17:28 – Who Qualifies for QSBSEligible industries and common exclusions under Section 1202.21:43 – Switching from LLC to C-CorpHow and when to make the transition to qualify for QSBS.24:40 – Gross Asset Rules & GrowthUnderstanding the $75M asset threshold and scaling considerations.26:35 – The 5-Year Rule & Partial ExclusionsTimelines to hit 50%, 75%, and 100% capital gains exclusions.29:01 – Equity Compensation BenefitsWhy C-Corps simplify stock options and employee incentives.34:24 – Estate & Gift Tax PlanningHow entrepreneurs and investors can integrate QSBS into wealth transfer strategies.37:26 – Final Thoughts & Action StepsKey takeaways and why early tax planning is essential.CreditsSponsored by Real Advisers Capital, Austin, ...
    Más Menos
    36 m
  • #54 Venture Capital Investing: How Women-Led Startups Drive Innovation & Returns

    #54 Venture Capital Investing: How Women-Led Startups Drive Innovation & Returns
    Sep 25 2025
    SummaryHow True Wealth Ventures empowers women-led companies to transform health and sustainability through venture capital.In this episode of Alt Investing Made Easy, Dr. Sara T. Brand, co-founder of True Wealth Ventures, shares how her fund invests exclusively in women-led companies improving environmental and human health. Discover why these startups statistically outperform, how overlooked markets like women's health and Silver Tech create massive opportunities, and why diversifying the venture capital ecosystem matters. Whether you're an investor, entrepreneur, or advocate for innovation, you'll gain powerful insights into how capital allocation can drive both profit and positive change.About Our Guest: Sara Brand, Ph.D.Sara has a unique combination of capabilities as a strategic thinker integrated with a proven success record for delivering results. Over the course of her career, she has been fortunate to work with and contribute to some of the top teams in the technology industry and has cultivated a diverse portfolio of leadership experiences:Worked directly for 3 Fortune Global 500 CEOs in both strategic and operational capacitiesLed $300M+ acquisition through integration into $5B+ company to leading the new business unit Led integration program management of a $5B+ acquisition to realize $400M+ in cost synergiesManaged $150M leading Silicon Valley venture capital fund with four other investment professionals Resolved client issues across the semiconductor value chain with McKinsey & Co.Founded the largest draught only, self-distributing microbrewery in the U.S.Sara’s technical roots along with my broad and unique business experiences, including general management, M&A, business development, strategic management consulting, venture capital and entrepreneurship, have allowed her to deliver big impact results for Fortune 500 technology companies and her own startup. Connect with Dr. Sara Brand on LinkedIn: https://www.linkedin.com/in/saratbrand/ Top TakeawaysWomen-led companies are outperforming yet receive just 2% of VC dollars, presenting a massive untapped opportunity.Women make 85% of consumer purchase decisions and 80% of healthcare decisions, driving significant market opportunities that are often overlooked.True Wealth Ventures raised $55M across two funds with 80% female investors, breaking barriers in VC.A risk-reduced seed-stage strategy focuses on proven science and acquisition pathways, not just IPOs.Personal experience often drives a stronger product market fit, leading to passionate and resilient founders.Examples like Unaliwear (a smartwatch for seniors) and Refiberd (an AI-powered textile recycling solution) highlight a powerful real-world impact.Education is key: most of their women investors were first-time venture investors.Notable Quotes"When women lead, companies thrive — yet they receive only 2% of venture capital funding." – Dr. Sara Brand"If we don't invest in women innovators now, we risk stalling our innovation economy." – Dr. Sara Brand"Saying no to distractions is really saying yes to your true priorities." – Dr. Sara Brand"Silver Tech is about empowering caregivers and unlocking overlooked markets for aging populations." – Dr. Sara BrandChapters with Timestamps00:30 – Introduction to Dr. Sara Brand and True Wealth Ventures02:24 – Sara's STEM background and path to venture capital06:47 – Eye-opening moment at AMD that sparked True Wealth's mission09:27 – Partnering with Carrie Rupp to launch Fund One11:24 – Why women-led companies are high-return, low-risk investments13:25 – Overlooked markets: Silver Tech and women's health16:09 – Results from Fund One: 12 companies, 0% loss ratio18:44 – Investment strategy: proven science + acquisition pathway21:27 – Success stories: Unaliware and Re-Fibred26:11 – 80% women investors and educating first-time venture LPs32:14 – Why diverse perspectives matter in venture capital35:37 – Sara's personal leadership motto37:28 – Closing thoughts and next steps for investorsCreditsSponsored by Real Advisers Capital, Austin, TexasIf you are interested in being a guest, please email us.Podcast Production by Red Sun Creative, Austin, TexasDisclaimers“This production is for educational purposes only and is not intended as investment or legal advice.”“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”© 2025 AltInvestingMadeEasy.com LLC All rights reserved
    Más Menos
    38 m
  • E53: Commercial Real Estate Investing Explained - Diversified Funds for Stable Monthly Cash Flow

    E53: Commercial Real Estate Investing Explained - Diversified Funds for Stable Monthly Cash Flow
    Sep 17 2025

    Diversify smarter: stable, passive income through commercial real estate funds.

    Commercial real estate doesn’t have to be complicated. In this episode, Zane Schartz of Freedom Commercial Real Estate breaks down how diversified net-lease funds can generate stable monthly cash flow while minimizing risk. Whether you’re reallocating capital or expanding your portfolio, you’ll learn a proven, values-driven approach to commercial real estate investing designed to create predictable returns and long-term wealth.

    About Our Guest: Zane Schartz, President at Freedom Commercial Real Estate

    Zane Schartz is a real estate entrepreneur, investor, and former professional athlete dedicated to creating 100% passive, cash-flowing opportunities for investors while sharing his faith in Jesus Christ. He is the President of Freedom Commercial Real Estate, a private equity firm specializing in institutional-quality assets, and the Founder of Real World Equity, where he leverages tokenization and blockchain technology to revolutionize the real estate investment process.

    With a career spanning private equity, commercial acquisitions, and sports ownership, Zane also serves as Partner/Owner of the Allen Americans Professional Hockey Club. Previously, he was Chief Investment Officer at a private equity real estate firm and played professional hockey in the ECHL.

    A graduate of Liberty University with a degree in Business, Zane combines his competitive drive from athletics with a disciplined investment philosophy focused on long-term value and reliable returns. His mission is to build a Christ-centered real estate investment firm that empowers investors to achieve financial freedom through passive income.

    Connect with Zane Schartz on LinkedIn: https://www.linkedin.com/in/zaneschartz/

    Takeaways
    -Why diversification matters: Spread risk across 10–20 properties, tenants, and locations.
    -Investment-grade tenants: Learn why tenants like Starbucks, Verizon, and -----Dollar General provide stability and predictable returns.
    -Passive income model: How net-lease structures deliver consistent monthly distributions for investors.
    -Deal evaluation secrets: Zane screens 200+ deals weekly—discover his top criteria for selecting low-risk assets.
    -3–5-year exit horizon: Understand timelines, market dynamics, and how fixed-rate debt supports cash flow through market cycles.
    -Values-driven investing: Integrity and faith as cornerstones of long-term investor relationships and trust.
    -Real-world results: With a 50% reinvestment rate, Freedom’s track record keeps investors coming back.

    Chapters
    00:00 – Welcome and introductions
    00:47 – Zane’s mission: financial freedom through passive cash flow and values-driven investing
    03:55 – From private equity to entrepreneurship: Zane’s journey into commercial real estate
    06:07 – Introducing the Freedom CRE Fund: structure, diversification, and target tenants
    08:30 – How 200+ deals are evaluated weekly for stability and repurposability
    12:18 – Why the Sunbelt market and institutional tenants’ matter for portfolio growth
    13:58 – Blind pool funds explained: how they work and what investors should know
    17:08 – The 3–5 year investment horizon and timing exits based on market conditions
    19:51 – Zane’s personal story: from pro hockey to managing hundreds of millions in CRE assets
    27:27 – Long-term vision: using real estate to create lasting global impact
    31:54 – Minimums, logistics, and how to get started with the Freedom CRE Fund
    34:20 – Closing thoughts and next steps for potential investors

    Credits
    Sponsored by Real Advisers Capital, Austin, Texas (https://realadviserscapital.com)
    If you are interested in being a guest, please email us at info@AltInvestingMadeEasy.com

    Video and Audio Podcast Production by Red Sun Creative, Austin, Texas (https://redsuncreative.net)

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

    “The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”

    © 2025 AltInvestingMadeEasy.com LLC All rights reserved
    Más Menos
    36 m
  • E52: Opportunity Zones 2027 - Fund Strategies for Tax-Free Growth

    E52: Opportunity Zones 2027 - Fund Strategies for Tax-Free Growth
    Sep 10 2025

    Discover how Opportunity Zones can help you defer taxes, boost returns, and diversify your portfolio while fueling community growth. In this episode of Alt Investing Made Easy, attorney and Opportunity Zone expert Gerry Reihsen breaks down complex tax rules into practical, actionable strategies. Whether you’re planning a major exit in 2026 or exploring Opportunity Zone funds for real estate and operating businesses, you’ll gain the insights needed to confidently allocate capital for long-term, tax-free growth as OZ 2.0 rules arrive in 2027.


    About Our Guest:

    Gerald J. (Gerry) Reihsen III is a dynamic legal strategist and entrepreneurial advisor based in Dallas, Texas, with more than two decades of experience in corporate law and capital markets. As the founder of Coasis Coalition and principal of Reihsen & Associates, Gerry blends deep legal expertise with entrepreneurial insight to empower transformative ventures. Nationally recognized for his leadership in Opportunity Zone investments and innovative business structuring, he is also a prominent leader in blockchain law and a passionate advocate for Texas business policy. Through strategic counsel, advisory leadership, and public speaking, Gerry continues to shape the future of enterprise, earning distinction as one of the nation’s Top 25 Opportunity Zone Attorneys by Opportunity Zone Magazine.


    Connect with Gerry on LinkedIn: https://www.linkedin.com/in/gerry-reihsen/


    Takeaways

    1. 10-Year Tax-Free Growth: Why the biggest OZ benefit isn’t the deferral—it’s the unlimited tax-free upside after a 10-year hold.
    2. OZ 1.0 vs. OZ 2.0: Understand the key changes coming in January 2027, including rolling deferrals and rural incentives.
    3. Structuring QOFs: How self-directed Qualified Opportunity Funds can help you control and scale your tax-advantaged investments.
    4. Real Estate & Beyond: Why 95% of OZ investments are multifamily projects—and why crypto mining, bourbon barrels, and data centers are emerging opportunities.
    5. Timing Strategies: How to use K-1 reporting windows and failed 1031 exchanges to capture more OZ benefits.
    6. Rural Playbook: How rural Opportunity Zones unlock up to 30% capital gains reductions and new growth markets.
    7. Common Advisor Oversights: Why many accountants and lawyers miss OZ opportunities—and how to avoid leaving money on the table.

    Chapters

    00:00 – Welcome & Introductions

    02:00 – Origins of Opportunity Zones: A Bipartisan Vision

    04:30 – The #1 OZ Benefit Most Investors Overlook

    08:15 – OZ 1.0 vs. OZ 2.0: Key Rule Changes Coming in 2027

    13:30 – How Qualified Opportunity Funds (QOFs) Work

    18:00 – Real Estate vs. Operating Business Investments

    25:00 – Timing Strategies: K-1 Windows & Failed 1031 Exchanges

    32:30 – Creative OZ Investment Ideas: Bourbon, Crypto, Rentals

    38:45 – Rural Opportunity Zones: Unlocking 30% Capital Gain Reductions

    50:00 – Closing Thoughts & Resources


    Ready to explore how Opportunity Zones can work for your portfolio?
    Book a strategy call to see how your capital gains can be allocated for maximum impact.


    Credits

    Sponsored by Real Advisers Capital, Austin, Texas

    If you are interested in being a guest, please email us.


    Disclaimers

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


    “The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”


    © 2025 AltInvestingMadeEasy.com LLC All rights reserved
    Más Menos
    57 m
  • Unlocking Wealth - The Power of Alternative Investments with Carlos Lowenberg

    Unlocking Wealth - The Power of Alternative Investments with Carlos Lowenberg
    Sep 3 2025

    In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Carlos Lowenberg, founder of Masterpiece Capital. The conversation explores the importance of transformational relationships in wealth management, the significance of alternative investments, and the democratization of capital. Carlos shares insights on generational wealth, the role of independent advisors, and the unique opportunities present in mid-market private equity. The discussion emphasizes the need for intentional planning and the value of intellectual capital in achieving financial success.


    About Our Guest:

    Carlos Lowenberg is the founder of Masterpiece Capital, an investment advisory firm based in Austin, Texas. With a focus on entrepreneurs and business owners, Carlos specializes in optimizing financial strategies to enhance business value and manage wealth effectively. His approach is rooted in transformational relationships, aiming to achieve significant financial goals for his clients through fiduciary advice and strategic planning. Carlos's expertise spans investment advice, tax strategies, and asset positioning, making him a trusted partner in the journey of wealth creation and preservation. Carlos and his team are dedicated to helping good and great company owners get the most out of what they have, acting as investors and partners in their success.


    Connect with Carlos on LinkedIn: https://www.linkedin.com/in/carloslowenberg/.


    Takeaways

    Transformational relationships are essential in wealth management.

    Alternative investments can provide significant opportunities for growth.

    Private markets are often overlooked but hold great potential.

    Democratization of capital is allowing more people to invest in private assets.

    Generational wealth requires careful planning and education.

    Independent advisors can offer tailored solutions for clients.

    Intellectual capital is as important as financial capital.

    Wealth management should focus on long-term transformation.

    Clients often miss opportunities due to lack of awareness.

    Partnerships in wealth management can lead to better outcomes.


    Chapters

    00:00 Introduction to Masterpiece Capital

    02:37 Transformational Relationships in Wealth Management

    05:24 Understanding Alternative Investments

    08:01 The Importance of Private Markets

    10:44 Democratization of Capital

    13:36 Generational Wealth and Transformation

    16:17 The Journey to Wealth Management

    19:03 The Role of Independent Advisors

    21:31 The Value of Partnership in Wealth Management

    24:30 Mid-Market Private Equity Opportunities

    27:06 The Importance of Intellectual Capital

    30:07 Conclusion and Personal Motivation


    Sponsored by:
    Real Advisers, Austin, Texas


    Video and Podcast Production by:

    Red Sun Creative, Austin, Texas: https://redsuncreative.studio

    For more information: AltInvestingMadeEasy.com

    Please contact us: info@AltIvestingMadeEasy.com

    Roland Wiederanders: rolandw@fbfk.law

    Sarah Florer: sflorer@fbfk.law


    Disclaimers:

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


    “The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”


    © 2025 AltInvestingMade Easy.com LLC All rights reserved
    Más Menos
    41 m
  • E:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial Partners

    E:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial Partners
    Aug 28 2025

    In this episode of Alt Investing Made Easy, Charles Heinzelman discusses premium finance, its benefits for high net worth individuals, and the importance of tax planning. He shares insights on networking, compliance in finance, and lessons learned from the financial crisis. Charles emphasizes the significance of personal philosophy in professional growth and reflects on his journey from attorney to finance professional, highlighting the value of helping others in the industry.


    About Our Guest: Charles Heinzelman, CEO & Founder, C4 Financial Partners


    Charles Heinzelman is a tax planning and premium finance specialist serving high net worth individuals. With 16+ years as CEO of C4 Financial Partners, he helps clients grow assets through tax-advantaged strategies.


    Background:

    • Former compliance officer at Transamerica/InterSecurities
    • Licensed attorney (Ohio and Arizona bars)
    • Multiple securities licenses for supervision and advisory services
    • Specializes in premium finance for clients with $250k+ income and $5M+ net worth

    About Premium Finance:

    • Uses bank financing with participating whole life insurance
    • Creates tax-deductible interest payments while building tax-deferred assets
    • Available to qualified high net worth individuals for estate and tax planning

    Network in Action Austin:

    • Founder and leader of Austin's technology-based networking organization
    • Combines traditional networking with mastermind components
    • Focus on B2B relationship building and revenue generation

    Philosophy: "If you want to go fast, go alone. If you want to go far, go with others."

    Contact: LinkedIn: linkedin.com/in/benefitingyou

    Takeaways

    - Premium finance is a method for high net worth individuals to finance their retirement using bank loans.

    - Tax planning is crucial for maximizing financial efficiency and leveraging available structures.

    - Networking is essential for building relationships and driving revenue in business.

    - Compliance is critical in finance to ensure legal adherence and protect clients.

    - Documentation is key to avoiding legal issues and maintaining accountability.

    - Learning from past financial crises can inform better decision-making in the future.

    - Personal philosophy plays a significant role in professional success and growth.

    - Transitioning from law to finance can provide unique insights and advantages.

    - Helping others is a core value that drives success in the finance industry.

    - Building wealth requires understanding and utilizing various financial strategies.


    Chapters

    00:00 Introduction to Premium Finance

    02:36 Understanding Premium Finance and Its Benefits

    05:25 The Importance of Tax Planning

    08:00 Networking in Action: Building Connections

    11:16 The Role of Compliance in Finance

    13:52 Lessons from the Financial Crisis

    16:41 Personal Philosophy and Professional Growth

    19:31 The Journey of an Attorney to Finance

    22:10 Conclusion and Final Thoughts


    Sponsored by:
    Real Advisers, Austin, Texas


    Video and Podcast Production by:

    Red Sun Creative, Austin, Texas: https://redsuncreative.studio

    For more information: AltInvestingMadeEasy.com

    Please contact us: info@AltIvestingMadeEasy.com

    Roland Wiederanders: rolandw@fbfk.law

    Sarah Florer: sflorer@fbfk.law


    Disclaimers:

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


    “The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”


    © 2025 AltInvestingMade Easy.com LLC All rights reserved
    Más Menos
    31 m