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.

Tired of feeling like your money vanishes into thin air? In this episode of The Unconventional Investor, we shatter the myth that budgeting is about deprivation. Discover how understanding your spending empowers you to make smarter financial choices, focus on big wins like lower loan payments, and prepare for those pesky irregular expenses, all to make your life a whole lot easier. Stop guessing, start knowing.

Planning Your Legacy After the SECURE Act

The SECURE Act changed how inherited IRAs work, potentially affecting your heirs' taxes. Learn how to adjust your savings strategy to minimize their tax burden. We'll cover the 10-Year Distribution Rule, the increased importance of Roth IRAs for tax-free income, and strategies for IRA withdrawals or alternatives like life insurance to secure your heirs' future.

Tired of Tax Season Stress?

Ever picked a tax preparer only to regret it later, facing unexpected bills or poor service when IRS issues hit? You're not alone. Many people choose an advisor without asking the right questions.

To help, we spoke with Corina Delugos, MBA, EA, a financial services expert with 25+ years in tax, mortgage, and insurance planning. Corina shared essential tips for choosing the right tax professional.

Here are 3 key takeaways:

Understand Their Specialization: Not all CPAs handle personal taxes. Ask about their qualifications and the types of clients they typically serve to ensure they fit your needs.

Communication & Transparency: Clarify how they communicate and what they expect from you. Discuss their availability and pricing upfront.

Proactive Tax Planning: Choose a professional who thinks ahead. Proactive tax planning can save you thousands and make filing smoother.

Ever feel overwhelmed by all the financial advice out there? For years, I haven't been able to recommend many books, but that changed with No Worries: How to Live a Stress-Free Financial Life by Jared Dillian.

This book cuts through the noise with just three key principles to focus on, so you can forget the rest.

It has easy-to-manage strategies you only need to check on once a year. 

Tired of high mortgage rates? Assumable loans can help you buy a home at a lower interest rate. Join us as Mike Roberts explains the ins and outs of taking over someone else's loan.

Have you ever wondered how real estate investors protect their properties from lawsuits? Join us as we explore high-level asset protection strategies with Scott Royal Smith, an experienced real estate investor and attorney.

If you're tired of simply choosing between stocks and bonds for your investments, I have an alternative.  Investing in hotels can bring stability and growth, and Peachtree Hotel Group is a leader in the industry.  

In this episode, we talk hotel investments with Peachtree Hotel Group. Brian Dunn, Managing Director, discusses how Peachtree builds, finances, and operates top-tier hotels. We discussed their approach - focusing on premium brands like Hyatt and Marriott, and how they mitigate economic challenges.