Castuner

wealth unfiltered

Ashley Penrod

Wealth {Un}Filtered:Your Guide to Smarter InvestingExpert insights, market trends, and actionable strategies to empower your wealth journey. Tune in for engaging interviews and real-world advice to build lasting financial success.

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Episodes

53 episodes

  1. Beyond the K-1: Tax Strategy That Builds Investor Trust with CPA Harisimran Khalsa 47:00
  2. Tax-Efficient Investing & Real Estate Tax Strategies with Julia Toader 42:24
  3. The Self-Directed Playbook: Using Retirement Capital in Private Real Estate 46:20
  4. Brian Portnoy on Emotional Intelligence, Wealth & Financial Advisors 45:02
  5. The Practitioners Playbook: How A Modern RIA Actually Allocates to Alternatives 38:27
  6. How RIAs Can Unlock Retirement Capital with Self-Directed IRAs 47:28
  7. What Good Looks Like: Diligence Standards for Real Estate Sponsors 45:55
  8. The Alternatives Reality Check: Managed Futures, Private Markets & Building Better Portfolios with Andrew Beer 46:54
  9. Beyond 60/40 Why Real Assets Anchor the Modern Portfolio | Phil Shankweiler 40:53
  10. Renting Vs. Buying: Demographics, Affordability, and The New Demand Cycle 53:15
  11. The Multifamily Investment Landscape: Demand, Capital Markets, & Strategy 42:18
  12. The New Multifamily Normal: Rent Growth, Refinancing, and Risk 40:35
  13. Durable Demand Drivers: Where Commercial Real Estate Wins in 2026 36:03
  14. From Service to Success: How Veterans Can Build Wealth Through Real Estate 25:25
  15. Private Wealth Funds & the Future of Ownership 39:54
  16. High-Income Tax Liberation: Advanced Deferral Strategies for Earners Over $500K 33:15
  17. The 10-Figure Mindset: How Entrepreneurs Scale for Profit, Not Just Revenue 31:57
  18. Winning in Multifamily: Alex Gill's 2026 Playbook 21:00
  19. Happy Tenants, Higher Returns. Unlocking Hidden Profits in Multifamily 30:19
  20. KPI's That Keep Businesses Safe 43:45
  21. Fear Sells, Markets Move: The Power of Headlines 29:54
  22. How Group Investing Unlocks Real Estate Access 36:38
  23. Financial Freedom for Physicians 33:54
  24. Manage Your Money LIKE A CEO 35:51
  25. What LP's Don't Understand About Institutional Money 41:29
  26. What's NEXT for Multifamily Investing in 2025? 38:25
  27. 10 Years, $1 Billion: Viking Capital's Blueprint for Multifamily Success 32:37
  28. Navigating 2025: Economic Trends, Political Moves, & Real Estate Strategy 33:05
  29. From Developer to Legacy Builder 45:10
  30. Millionaires in Medicine with Kristin Burton 1:00:34
  31. Best Ways to Grow Your Money: Why Investing Beats Saving 34:04
  32. Why Cash Flow is King 29:21
  33. The Finance Guy Reveals Smart Funding Strategies for Business Owners 34:00
  34. Fake News & Media Mania 40:38
  35. Creating an Investment Plan for Every Life Stage 47:28
  36. Credit Card Points Unlocked: Travel & Luxury Secrets 55:54
  37. Habits of a Millionaire 48:20
  38. Has the Real Estate Reset Begun? Soft Landing, Inflation & Market Signals 39:21
  39. Invest Like a Billionaire: Proven Strategies for Lasting Wealth 46:05
  40. Uncertainty & Your Wealth: Smart Moves to Make Now 48:08
  41. Next-Level Investing: Insider Tips with Don Goff 44:24
  42. The Art of Capital Raising: Building a Top-Tier IR Team 51:26
  43. Expert Real Estate Investment Insights with Spencer Levy 43:36
  44. Wealth and Taxes: Strategies for Smart Tax Management 41:54
  45. Multifamily Investing in 2025: Key Macro and Micro Trends to Watch 32:36
  46. Maximizing ROI: Why Multifamily Developments Outperform 52:39
  47. Scaling with Intention: the Power of EOS 1:02:07
  48. Top 10 Investment Mistakes & How to Avoid Them 42:57
  49. Retail Trends and Buying Power 33:27
  50. From Headlines to Bottom Lines: Mastering Market Volatility 44:40