Category: Podcast Episode
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v1.21 – New Passive Investment: Oil and Gas with Downside Protection
Dustin and Adam dive into a unique oil and gas investment opportunity that differs significantly from traditional drilling plays. Instead of focusing solely on tax benefits through new drilling, this deal centers on acquiring existing producing wells and strategically reinvesting cash flows from those wells to drill new wells, expanding the overall portfolio. They begin…
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v1.20 – Real Deal Deep Dive: 20-Unit Property
Join Dustin and Adam for a detailed walkthrough of a potential 20-unit studio apartment acquisition in Northern California. The analysis covers an all-studio property located nine blocks from a major university in Chico, California. Adam and Dustin examine the property’s financials, renovation potential, and strategies for increasing income through unit improvements and rent optimization. Key…
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v1.19 – When Your Portfolio Becomes Your Paycheck
Dustin and Adam explore the psychological shift and risk tolerance adjustments required when transitioning from investing with outside income (such as from a job or business) to living solely off investment returns. They contrast the security of adding to investment principal from W-2 or other active income against relying entirely on investment returns, and share…
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v1.18 – The Quiet Power of Consistent Returns
This week, Adam and Dustin explore the transformative power of compounding in investment strategies. Drawing insights from Morgan Housel’s 2023 book “Same as Ever,” they discuss why investors achieving consistent, moderate returns typically outperform those chasing spectacular gains over the long term. The conversation provides practical wisdom on how breaking compounding through capital loss can…
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v1.17 – The Knowledge-Action Balance in Smart Investing
Are you hesitant to venture beyond familiar investments? In this insightful episode, Dustin and Adam explore the critical balance between understanding investments and expanding your portfolio. They challenge the common advice of “don’t invest in what you don’t understand” by emphasizing that investors should view knowledge gaps as opportunities for growth rather than permanent barriers.…
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v1.16 – From Tech to Alternative Investments (ft. Daniel Holmlund)
This week, we welcome former software engineer Daniel Holmlund, who shares hard-won insights on building a diversified passive income portfolio in today’s challenging economic environment. Daniel, a former Intel engineer turned full-time investor, explores practical strategies for balancing liquidity needs with higher-return investments. Our discussion covers unique investment opportunities beyond traditional real estate, from aircraft…
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v1.15 – Drilling Into Oil & Gas Investment Opportunities
Dustin and Adam explore oil and gas investments as a strategic alternative to traditional real estate for passive investors. They break down how these investments offer significant tax advantages – including possible 80%+ first-year deductions against active (W-2) income – while generating meaningful cash flow with targeted capital returns within 24-36 months. The conversation covers…
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v1.14 – Is IRR IRRelevant?
Dustin and Adam tackle the misuse of the Internal Rate of Return (IRR) in investment decision-making, explaining why relying solely on IRR can lead passive investors astray, especially when comparing different types of real estate investments. The discussion breaks down how IRR calculations can be easily manipulated through uncontrollable assumptions, why timing of cash flows…
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v1.13 – Vision-Aligned Investing (ft. Robby Butler)
Join Adam and Dustin in an insightful conversation with Robby Butler, Managing Director of Y Street Capital, where they explore Robby’s transition from philanthropic fundraising to real estate development and syndication. Robby shares valuable wisdom about investor alignment, long-term vision setting, and what sophisticated family offices look for when vetting syndicators. He offers practical insights…
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v1.12 – Legally Paying No Taxes By Following the Government’s Playbook
Dustin and Adam challenge the widely accepted notion that “making more money means paying more taxes,” revealing how successful investors strategically follow the tax code as a playbook rather than viewing it as an unavoidable burden. The hosts share practical strategies such as real estate professional status, oil and gas investments, and equipment depreciation, and…