Are you an accredited investor feeling overwhelmed by managing your portfolio? Do you struggle to find an expert who can help you with alternative investments ideas? Are you looking for ways to simplify your finances and create more income? If you answered yes to any of these questions, you’re in the right place! Welcome to The Unconventional Investor podcast, where we explore alternative investments and real estate strategies to help you create a more robust portfolio and grow your wealth beyond the traditional stock market. My hope is that this show empowers you to gain the confidence to make informed financial decisions and achieve your long-term financial goals by thinking differently about your finances. I’m your host - Michelle Moses, a Certified Financial Planner®, Licensed Realtor® and Founder of Me Financial. My mission is to help accredited investors like YOU invest their money in ways that excite them, so they can move forward and grow their portfolios with clarity and confidence. Over the last 20 years, I’ve worked with hundreds of clients to help them achieve their financial goals while also feeling better doing it, drawing on my experience of owning multiple businesses, flipping houses, managing rentals, and investing in a wide array of assets. I believe that when you balance your financial products and create a "why" behind each one, you feel more confident and can focus on making money rather than worrying if you’re doing the right thing. Tune in for actionable investing tips and alternative investment strategies to help you invest in alternative assets and balance your portfolio with your lifestyle. This podcast will provide answers to questions such as: - What are the best alternative investment strategies for retirement? - What is an example of an alternative investment? - What steps should I take to diversify my portfolio effectively? - How can I diversify my investment portfolio? - How do I start investing in real estate? - What are the benefits of working with a financial strategist? - Real estate vs. stock market: what’s the difference? If you’re looking to expand your finances beyond the traditional stock market, tune in to the latest episode of The Unconventional Investor today. 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/
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 sel...
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 thei...
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...
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 es...
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
Wondering how you can trust an investment? 📈 In this episode of the podcast, I share my personal “litmus test” for evaluating alternative investments and private placements.
If you’re exploring real estate, private funds, or other non-traditional opportunities, here are my top three takeaways to keep in mind:
✅ Do they have real skin in the game?
Always ask if the managers are investing their own money, not just raising fun...
I sat down with Braden Hudson, CFO and cofounder of Trellis Energy, to talk about an oil and gas investment opportunity. Trellis isn’t your typical operator—they specialize in fractional ownership of wells alongside major names like Chevron and EOG, giving accredited investors direct access to proven energy projects.
With a focus on downside risk, diversified deals, and strong tax benefits, their fund offers an alternative gro...
We're diving into a new area of interest: Oil & Gas Investing.
If you’ve ever wondered about the differences between drilling programs and royalty programs, how to spot a quality operator, or why oil and gas remain such a compelling option for accredited investors seeking both tax advantages and portfolio diversification, this conversation is for you.
Brad Updike, LLM, JD joins us from Mick Law PC, a premier oil and gas due...
🔒 Financial fraud is on the rise — how can you protect yourself?
There's been a sharp uptick (25% increase!) in financial fraud this year. In this episode, I go over some strategies to recognize and protect yourself from scams.
Key takeaways:
If you’re looking for an alternative investment opportunity that’s well outside the usual suspects, this one is worth a look. Industrial Outside Storage, think equipment or supply storage for companies that have large items to store or operate.
There are a few reasons this might be a good fit:
Downsizing or transitioning to a new living situation can be especially overwhelming for seniors and their families. In my recent episode, I had the pleasure of chatting with Zach Gariti, founder of Reavanti, a company specializing in senior move management.
Here are 3 key takeaways:
In this solo episode, Michelle gets into the nuts and bolts of investing in alternative assets. If you’ve ever wondered how difficult the logistics are to invest outside your traditional brokerage, this episode is for you. Michelle breaks down the logistics of alternative investing—from setting up self-directed IRAs to filling out subscription agreements—so you can feel confident taking the next step toward portfolio diversificatio...
With interest rates on the rise, private credit funds are gaining popularity among investors seeking alternative opportunities. In this episode of The Unconventional Investor, we talk about the fundamentals of asset-backed lending, the innovative structure and strategy of The Bedrock Fund—a private lending platform for home flippers—and discuss how it offers accredited investors stable, non-traditional returns.
Joining us is Mark Mc...
Software engineer & developer, Andy Woodward joins us to give an update on cyptocurrency and it's place in our financial markets. As someone who's been following the crypto space since 2018, Andy provides a wealth of insights into the world of cryptocurrencies.
Key Takeaways:
If you're interested in learning more about the potential of Manufactured Housing Communities (mobile home parks), listen to this episode!
Hansel Rodriguez, Principal of COARE Communities, joins us as we get into the world of Manufactured Housing Communities (mobile home parks). Hansel shares his expertise on diversified investment strategies, the significant returns and tax benefits associated with mobile home park investments, and...
Ever dreamed of traveling the world for less? This week, I chat with Julian Kheel, founder of Points Path and travel expert, about how to unlock the power of airline miles and credit card points. Julian explains the often-confusing world of travel rewards, sharing his 15+ years of experience and turning the complex system into an exciting game.
Learn how to leverage credit card perks, maximize sign-up bonuses, and strategically use ...
Take the quiz - How Alternative Assets Can Fit in Your Portfolio
Ready for the next step?
Disclaimer: The information provided in this podcast is for general informational purpo...
In this episode, we're talking about the world of self-directed accounts with our guest, Michelle Thomas from CNB Custody. 🎙️
If you're looking to invest in alternative investment strategies beyond the traditional stock market, this episode is a must-listen! Here are three key takeaways:
🔹 Understanding Self-Directed Accounts: Self-directed accounts offer the flexibility to invest in alternative assets like real estate, LLCs, and R...
The podcast is pivoting to focus on something I'm extremetly passionate about - alternative investments. 🎙️ As a Certified Financial Planner and independent financial advisor, I've witnessed the growing desire for investment strategies beyond the traditional stock market. Our revamped podcast aims to guide accredited investors toward alternative investment opportunities that diversify their portfolios whi...
Are you looking to expand beyond the stock market into alternative investments? The Unconventional Investor is the place for you. Hear what the show covers and if it's a match for you.
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Gregg Rosenthal and a rotating crew of elite NFL Media co-hosts, including Patrick Claybon, Colleen Wolfe, Steve Wyche, Nick Shook and Jourdan Rodrigue of The Athletic get you caught up daily on all the NFL news and analysis you need to be smarter and funnier than your friends.
The official podcast of comedian Joe Rogan.
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!
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