Most high-income earners assume the Solo 401(k) isn't for them.

They're wrong.

If you have a side hustle, a consulting gig, or a small investment LLC, you likely qualify, and you could be sheltering up to $144,000 per year in tax-free contributions.

Bob Fraser and Ellis Hammond sit down with George Blower, co-founder of MySolo401k.net, to break down exactly how this works and why so few people are taking advantage of it.

You'll learn:

 * The two simple requirements to qualify

 * How to run the Mega Backdoor Roth strategy inside a Solo 401(k)

 * Why leveraged real estate here avoids UDFI taxes entirely

 * How to get set up for as little as $650

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://investlikeabillionaire.org/]  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/ [https://aspenfunds.us/]

Think You Don't Qualify for a Solo 401(k)? Think Again.

Nobody predicted 2008. Nobody predicted COVID. And whatever causes the next market crisis probably won't be what investors expect.

That's what makes today's environment so challenging. Just a few months ago, markets were expecting rate cuts and easing inflation. Now oil prices are surging, treasury yields are rising, and some analysts are drawing comparisons to the inflationary pressures of the 1970s.

In this episode of Invest Like A Billionaire, Bob Fraser, Ben Fraser, and Ellis Hammond break down the biggest economic shifts happening right now, from energy markets and inflation to AI-driven productivity, real estate, private credit, and the opportunities they see emerging in an increasingly uncertain landscape.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://investlikeabillionaire.org/]  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/ [https://aspenfunds.us/]

The 2026 Economy Is Starting to Look Like the 1970s

Bourbon might be one of the most overlooked alternative investments in America.

In this episode of Invest Like a Billionaire, Brian Rosen, founder of InvestBev, breaks down how his firm built a portfolio around bourbon barrels, beverage brands, and alcohol infrastructure and why family offices are paying attention.

We cover:

• Why bourbon barrels have historically produced strong returns

• The “dirty secret” behind most liquor brands

• How billionaires invest in beverage infrastructure

• Why alcohol is considered a non-correlated asset

• The macro trends reshaping the beverage industry

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://investlikeabillionaire.org/]  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/ [https://aspenfunds.us/]

The Dirty Secret Behind Bourbon (And How to Profit From It)

Most entrepreneurs know how to build wealth. Very few know how to keep it.

In this episode, Bob Fraser and Ellis Hammond sit down with Michael Sonnenfeldt, founder and chairman of TIGER 21, whose members collectively manage more than $280 billion in assets.

They discuss why entrepreneurs often become bad investors after a big exit, the mindset shift from builder to allocator, how the ultra-wealthy are investing today, and why time eventually becomes more valuable than money.



Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://investlikeabillionaire.org/]  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/ [https://aspenfunds.us/]

The Skills That Built Your Wealth Can Destroy It featuring TIGER 21's Founder

Most entrepreneurs think they have a tax strategy. What they actually have is a tax return.

In this episode, Patrick Lonergan of Vital Wealth breaks down the biggest tax mistakes high earners make, why most CPAs are reactive instead of strategic, and how wealthy entrepreneurs use tax planning, cash flow management, and alternative investments to build long-term wealth.


Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://investlikeabillionaire.org/]  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/ [https://aspenfunds.us/]

You Don't Have A Tax Strategy, You Have A Tax Return

“Good” deals are losing money right now.

So what went wrong?

In this episode of Invest Like A Billionaire, Ben and Ellis break down the 5 rules most real estate investors ignored and how breaking them led to massive losses across the market.

More importantly, we show you how to apply these rules to win in the next cycle.



Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://investlikeabillionaire.org/]  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/ [https://aspenfunds.us/]

The 5 Real Estate Rules Everyone Broke (And Lost Billions)

Most investors think picking the right deal is how you win.

It’s not.

In this episode of Invest Like a Billionaire, we break down why investing deal by deal can quietly destroy your returns and what actually builds long-term wealth.

We cover:

 * Why “good” deals still lose money over time

 * The IRR trap most investors fall into

 * How cash drag and taxes kill compounding

 * Why wealthy investors focus on consistency, not home runs

If you’re investing in real estate or private markets, this will change how you think about building wealth.



Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://investlikeabillionaire.org/]  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/ [https://aspenfunds.us/]

Why Billionaires Choose Funds Over Single-Asset Deals 

$1T in multifamily debt is coming due and most of it already doesn’t work.

Is this a real estate crash or the next buying opportunity?

We brought in Dugan Kelley, co-founder of Kelley Clarke Law and a leading real estate and SEC attorney, to break down what’s actually happening in the multifamily market.

In this episode:

-The multifamily “maturity wall” explained

-Why 2020–2022 real estate deals are in trouble

-How rising interest rates broke deal economics

-What happens next: loan modifications, forced sales, or foreclosure

-What real estate investors need to know now

This isn’t 2008. It’s a valuation reset in commercial real estate.


Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://investlikeabillionaire.org/]  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/ [https://aspenfunds.us/]

$1 Trillion in Real Estate Is Breaking (Here’s What Happens Next)

If you have a large IRA, there’s a good chance you’re playing the game exactly how the IRS wants, and it’s costing you millions.

Most investors are told to defer taxes. That’s where they go wrong.

In this episode, CFP and tax strategist Craig Wear explains why Roth conversions often make more sense sooner and more aggressively than most people think.

We cover:

• Why waiting can cost you

• How RMDs increase your tax bill

• The hidden tax trap for retirees

• When to convert and how much

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://investlikeabillionaire.org/]  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/ [https://aspenfunds.us/]

Roth Conversions: Why Waiting Is Costing You Millions

Most investors focus on what to invest in. Wealthy investors focus on how they invest.

In this episode, we break down one of the simplest (and most overlooked) strategies: using an LLC to structure your investments.

Bob’s been doing this for years. Ben hasn’t. So… is this actually something you should be doing?

We cover:

• Why serious investors don’t invest in their own name

• How this setup can reduce taxes and increase flexibility

• The mindset shift of treating your investments like a business

• How it unlocks strategies like Solo 401(k)s

If you’re building wealth, this is a foundational move worth understanding.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://investlikeabillionaire.org/]  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/ [https://aspenfunds.us/]

Why Serious Investors Never Invest in Their Own Name

Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds. Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, discuss economics and interview successful investors and alternative investment experts.

Evan Umberger

Shows