Wealth Independence Podcast
The Wealth Independence Podcast guides high-income tech professionals through proven strategies for building passive income and achieving true financial independence.
Hosts Dustin Bailey and Adam Penn share battle-tested frameworks, real-world case studies, and hard-won lessons from their years of experience in private markets and alternative investments. Each week, they break down complex investment concepts, analyze current market trends, and interview successful investors and industry experts.
Through a freedom-first approach that emphasizes passive income, smart diversification, and thorough due diligence, learn how to shorten your learning curve and avoid common pitfalls on their path to financial independence.
Whether you're looking to understand private placements, real estate fundamentals, or alternative investment opportunities, Wealth Independence delivers actionable insights that help busy professionals make informed investment decisions.
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Interested in being a guest on the show? Reach out to us at guests@wealthindependencepod.com with a brief intro and any relevant topics you'd like to discuss.
Wealth Independence Podcast
Latest Episodes
v2.36 - Investing in Real Estate Outside the U.S. (ft. David Kafka)
Almost every passive investor’s portfolio sits inside one country – with the same currency, tax code, and legal system. Owning real estate outside your home country is a diversification move most never make…yet it’s far more accessible than it ...
v2.35 - No Investor Left Behind: Seller Financing and Owner-Carried Notes
Owner financing (also called seller financing or an owner-carried note) is simple: instead of the buyer borrowing from a bank to fund a purchase, the seller becomes the bank, lending out of their equity and collecting the payments.It’s c...
v2.34 - AI, Interest Rates, and the Next Real Estate Cycle (ft. Buck Joffrey)
In every market cycle, something is on sale. Right now it isn’t stocks, and it isn’t gold…it’s multifamily real estate, where prices on quality, performing assets are down 40–50% from just a few years ago.Buck Joffrey, a former surgeon w...
v2.33 - Your “Diversified” Portfolio Isn’t
Wall Street’s standard advice: your retirement portfolio should be 60% stocks, 40% bonds, with a few different funds on each side. Do that, and you’re “diversified”…or so they claim.The problem: everything in that portfolio lives on Wall...
v2.32 - When Banks Say No, Private Lenders Say Yes (ft. Ryan Hermansky)
Put 50% down on a house and every bank in America will trip over itself to write the loan. But put 50% down on a $3 million shopping center? Most banks won’t return your call.That gap is Ryan Hermansky’s whole business. As president and ...