If you’ve ever wondered how you can generate passive “mailbox money” from the energy sector, or if you’re looking for creative 1031 exchange opportunities, this episode is for you. Jace Graham, a fourth-generation oil & gas expert and CEO and Founder of Rising Phoenix Capital joins us to explain how mineral rights work and how his team acquires off-market mineral rights.

Top 3 takeaways:

• Mineral Rights = Passive “Mailbox Money”
  By owning mineral rights, investors can earn regular royalty payments from oil and gas production—without the risks or hassles of drilling themselves. It’s a truly passive income stream that’s less “hands-on” than many real estate or drilling deals.
• Unique & Direct Acquisition Approach
  Rising Phoenix Capital stands out by doing serious ground work—they source mineral rights directly from owners, avoiding auctions and middlemen. This potentially allows for better pricing and value for their investors.
• Great 1031 Exchange Option
  Since mineral rights are considered real estate, investors can use 1031 exchanges to defer taxes by transitioning from investment property into mineral rights. This opens the door for retiring landlords or anyone looking to reposition their portfolio while keeping more money compounding for them

Read more at www.rising-phoenix.com

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  • YouTube: youtube.com/@theunconventionalinvestor
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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.

Kenny Rose, founder and CEO of FranShares, joins us to discuss an innovative investment opportunity: investing in franchises as an alternative asset class.

If you’ve ever thought franchising was limited to fast food, think again—Kenny shows us how franchises span everything from automotive to home services, and how FranShares is making it possible for everyday investors get a piece of the action.

We talk about how franchise investments can bring diversification, stable cash flow, and even a sense of local community impact to your portfolio.

Top 3 takeaways:

🔹 Franchise Investing is Evolving: Anyone can invest in franchises as easily as buying stocks or real estate—no need to be a millionaire operator or have hands-on experience.

🔹 Vetting and Opportunity: FranShares doesn’t just fund any franchise. They thoroughly vet brands, operators, and the overall opportunity, ensuring investments go to proven businesses and experienced operators.

🔹 Diversification & Community Impact: Franchise investments can generate steady income, hedge against inflation, and provide real community value—plus, investors can now support and benefit from local businesses they know and trust.

Read more at www.franshares.com

Take the quiz - How Alternative Assets Can Fit in Your Portfolio

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  • YouTube: youtube.com/@theunconventionalinvestor
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  • 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.

I sat down with Sherwood “Woodie” Neiss—the policy architect behind the JOBS Act and author of Investomers. Woodie shared how investment crowdfunding is giving startups and retail investors a new path forward, bypassing traditional venture capitalists.

3 Takeaways:

• Crowdfunding Is Maturing. Since the JOBS Act’s implementation, over 8,300 companies have collectively raised nearly $3B.

• Diversity & Access Are Up. In the last month alone, 50% of crowdfunded companies had either a woman or minority founder. Investment crowdfunding is opening doors for underrepresented entrepreneurs—and for investors who wouldn’t have qualified under the old rules.

• Investomers = Influence + Investment. Startups can now turn passionate customers into “investomers,” who do more than just buy—they market, advocate, and help shape the company’s success.

• Learn more at: Crowdfund Capital Advisors
• Book: Investomers
• YouTube:@sherwood.neiss

Take the quiz - How Alternative Assets Can Fit in Your Portfolio

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  • YouTube: youtube.com/@theunconventionalinvestor
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  • 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. 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.

I think it's time we rethink our portfolios, especially from that 60/40 recommendation of the past. In this episode, I talk about why it’s time to add 20-30% in alternative investments—think real estate, lending funds, and even franchises—to balance your growth and give you more control.

Diversifying outside just stocks and bonds can help you sleep better at night and potentially boost your returns. I also share how to use self-directed IRAs and why a Roth IRA should be top of mind.

3 takeaways from this episode:

• Modern Portfolio Mix: The classic 60/40 (stocks/bonds) split is making changing for a more diversified mix—what Michelle calls the “50/30/20” model: 50% stocks, 30% bonds, and 20% alternatives.
• Strength of Alternatives: Michelle sees alternative investments (like lending funds, real estate, and franchises) not just as a buffer from market volatility, but also as potential replacements for part of the bond allocation.
• Roth IRA Strategy: I stress the importance of the Roth IRA and why you should keep it top of mind in your retirement planning. Consider a backdoor Roth IRA.

Backdoor Roth IRA Episode #54

Take the quiz - How Alternative Assets Can Fit in Your Portfolio

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  • YouTube: youtube.com/@theunconventionalinvestor
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  • 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.

#alternativeinvestments #60/40mix #assetallocation #financialplanner

If you’re interested in multifamily real estate investing with a manager who truly does things differently, this one’s worth your time! There are HUNDREDS of multifamily (apts) investors out there, but this one stands out.

Matt Incitti from Hamilton Point joins us to share what makes Hamilton Point special. Key takeaways:

🔹 Ethics and Alignment Matter
Hamilton Point stands out in the crowded multifamily space for their strong ethical track record and investment alignment with investors. The founders and team invest alongside clients—on the same terms—which means their interests are directly aligned with investor outcomes.

🔹 Disciplined, Nimble Strategy
Instead of chasing huge fund sizes, Hamilton Point maintains disciplined fund growth and prioritizes quality over quantity. Matt shared that their current focus is on buying newer multifamily properties from distressed builders—adapting to market cycles rather than forcing growth, which has helped them consistently deliver solid performance.

🔹 Clear Communication & Operational Excellence
Transparency and communication are big differentiators. Investors receive quarterly updates and timely tax documents—something that’s surprisingly rare in the private equity space. Hamilton Point’s focus on reporting, responsiveness, and investor experience helps build long-term trust.

If you’re exploring alternative investments, it’s crucial to work with partners who have a proven, ethical approach—and who treat your money like their own.

Contact Hamilton Point - www.hamiltonpointinv.com

Take the quiz - How Alternative Assets Can Fit in Your Portfolio - https://quiz.tryinteract.com/#/672ec387dca489a684704eee

Ready for the next step?

• Subscribe to the Podcast: pod.link/1671924778
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• 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 The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

If you're curious about how farmland can diversify your portfolio, act as an inflation hedge, and support a healthier planet, you’ll find plenty in this episode. Michelle is joined by Chris Zuehlsdorff, CEO of Iroquois Valley Farmland REIT.

Iroquois Valley supports experienced organic farmers through long-term leases and mortgage financing, helping to preserve farmland and build a more resilient food system.

Key takeaways:

• Farmland as a Diversifier & Inflation Hedge: Investing in organic farmland provides real asset exposure that can balance a traditional 60:40 portfolio and help hedge against inflation.
• Accessible, Values-Driven Impact Investing: Iroquois Valley makes it possible for both accredited AND non-accredited investors (minimum $10k) to support organic farmers. (Its SEC-registered Reg A structure and B Corp certification.)
• Support the Next Generation of Farmers: The REIT’s portfolio skews younger, focusing on supporting millennial farmers to scale their sustainable businesses.

If you’re interested in learning more about how to align your investments with your values, or want exposure to organic farmland, check out the full episode or visit iroquoisvalley.com.

Take the quiz - How Alternative Assets Can Fit in Your Portfolio - https://quiz.tryinteract.com/#/672ec387dca489a684704eee

Ready for the next step?

• Subscribe to the Podcast: pod.link/1671924778
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• 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 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.

This week we have real estate investor, Jesse Lang on the show to talk about investing in real estate without your own money.

Jesse started her journey accidentally through house hacking, and within just 36 months, she scaled from 11 to 70 rental doors—all without using her own money. Her focus on the BRRRR method (Buy, Renovate, Rent, Refinance, Repeat) is a game-changer for anyone feeling like they can't get into the real estate game.

Here are the biggest takeaways:

🔑 Leverage over Capital
Jesse uses private lenders and hard money to invest in real estate, allowing her to grow rapidly while offering double-digit returns to her lenders.

🔄 Systems are Scalable
Standardizing renovations and targeting congruent neighborhoods save her time and make property management much easier. Consistency means faster analysis and fewer issues.

🧠 Education and Community Matter
Jesse didn’t do it alone—masterminds, mentors, and constant learning helped her succeed. She now pays it forward with a “Rentals Made Easy” mastermind and book, breaking down the process for other investors.

Feeling inspired to take your real estate investing to the next level? Connect with Jesse at unlockedrentals.com or tune into the full episode!

#RealEstateInvesting #BRRRRMethod

Buy Jessie's book, "Rentals Made Easy" on Amazon

Contact Jessie Lang:

https://www.instagram.com/jessielangofficial/

https://www.youtube.com/@unlockedrentals

Take the quiz - How Alternative Assets Can Fit in Your Portfolio - https://quiz.tryinteract.com/#/672ec387dca489a684704eee

Ready for the next step?

• Subscribe to the Podcast: pod.link/1671924778
• Don't forget to leave a review!
• Follow Michelle for more financial tips:
  • YouTube: youtube.com/@theunconventionalinvestor
  • Instagram: 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 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.

In this solo episode, Michelle gets into the topic of money psychology and the impact of emotions on financial decisions. With 20+ years of experience as a financial planner, Michelle shares her observations and opinions about balancing the emotional and logical sides of managing wealth.

Key Topics Covered

• The Emotional Side of Money
  
  
• Investment Decision-Making
  
  
• The Value of Accountability
  
  
• Budgeting & Emotional Spending
  
  
• Learning from Losses
  
  

Take the quiz - How Alternative Assets Can Fit in Your Portfolio - https://quiz.tryinteract.com/#/672ec387dca489a684704eee

Ready for the next step?

• Subscribe to the Podcast: pod.link/1671924778
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  • YouTube: youtube.com/@theunconventionalinvestor
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• Website: www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.