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.

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 diversification.

With interest rates on the rise, private credit funds are gaining popularity among investors seeking alternative opportunities.

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.

Dream of free travel? Michelle Moses and Julian Keele (Points Path) reveal secrets to maximizing credit card points and airline miles. Learn about signup bonuses, smart card choices, and Julian's free extension to compare cash vs. points value. Travel smarter, starting now!

Ready to invest beyond the usual? Welcome to The Unconventional Investor! I'm Michelle Moses, and in this intro, I'll show accredited investors how to diversify with alternative investments. We'll break down categories like Growth, Income, Mixed, and Pure Real Estate, helping you align unique opportunities with your financial goals. Get ready to take charge of your financial future!

Curious about putting your money into more than just stocks and bonds? In this episode of The Unconventional Investor, we talk with Michelle Thomas from CNB Custody about self-directed accounts. Learn how these accounts open doors to alternative assets like real estate and LLCs, why specialized custodians are key, and why a patient, long-term view is best for these unique investment paths. If you're ready to broaden your investment horizons, this is for you!

Ready to look beyond traditional stocks? The Unconventional Investor is now focusing on alternative investments, bringing you strategies rarely seen in the market. As a Certified Financial Planner and independent advisor, I'll guide accredited investors through opportunities from hotels to wine, show you how to maximize returns with smart tax strategies, and share the independent insights I've gained vetting these unique investments since 2016. It's time to diversify and grow your portfolio in new ways.