Non-Traditional Investing with Maxwell Nee

Maxwell Nee is the Managing Partner of OENO Wine & Whisky Investment. He’s a multi-award-winning entrepreneur who earns his investors a recession-proof and market-beating return with wine and whisky alternative investments.

Here are the top tips from Maxwell.

  • Take advantage of alternative investments; for instance, wine and whiskey. Consider 28% of high-net-worth individuals have a connection with wine. They either collect wine, distribute it or maybe they are in the end a consumer. In all facets, wine as an investment is somewhat recession proof.
  • 54% of working individuals invest in alternative investments like wine & whiskey these assets are not correlated to normal investments and cushion against inflation and other market force dynamics. These alternative investments ride the inflation wave because they are in the category of “consumable”.
  • Seek to acquire high value products at their early nascent stage and wait for them to mature. 
  • Spot a gap and leverage it, Example: Acquire a 12-yr aged whiskey at $25 and age it for an extra 6 years to sell it at $125, equivalent to 500% investment growth in only 6 years.
  • Before investing, familiarize yourself with any legislative framework within your trading jurisdiction.

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Sustain Your Lifestyle Into the ”Choice Years” with Jason Hamilton

Today’s guest is Jason Hamilton who is a fee-only registered investment advisor with over $40 million in AUM. The Keep It Simple Wealth Academy is a program helping 1st generation wealth builders transform their relationship with money and become robust wealth managers. Jason also heads up Family Financial Coaching at his family's nonprofit IDEAL, a community development corporation located in East Los Angeles.

Here are a few of Jason’s get wealthy hacks:

  • Do not ignore your background - whether or not it favors your career or occupation - it provides certain values, cultural orientation and formation that plays a 'success or failure' factor in your career.
  • "Read, read, read. Read all you can around your career. Enroll in a course and improve your understanding in the area of business or service you are offering. There is so much information about anything one may want to know!"
  • Do not just work for title - whether big or small - find a real solution to a real problem. That way, the world finds you.
  • Believe in your vision; it's not just about providing a solution to a problem. It is also about being passionate about it and staying on it regardless of challenges and setbacks.
  • Get genuinely interested in people - their beliefs, goals and resources - and allow these three to interface as a jigsaw puzzle. This is how you develop and mentor people wholesomely.

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“Get in the Real Estate Game” with Pam Hill

Today’s guest is Pam Hill. She is a Harvard and Dartmouth-educated entrepreneur and CEO of a multi-million dollar real estate company, a business and money expert, a podcaster and a blogger, a former Fortune-500 executive, and the founder of My Smart Cousin. Here are the top tips from Pam.

  • “My Smart Cousin” is a real estate company that was born from the desire to treat clients like family.
  • When buying a home, rather than trying to qualify for as much money as possible for a mortgage, consider buying less. A cheaper fixer-upper might be a better long-term investment.
  • When investing in real estate, especially for houses that you will renovate, consider waiting to see the value of the property increase over time vs. making a quick flip.
  • Rental properties can allow you to earn income while also building long-term investment.
  • Rental properties can break even in 4-5 years, and even economically priced homes often increase in value over time.
  Connect with Pam:  

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“Managing Life’s Risks” with Logan Wease

Our guest today is Logan Wease, the founder of an online insurance company called “We Insure Things.” He speaks to us today about the importance of the right insurance plan at the right time. There are two categories of insurance that Logan discusses in this episode, and we dive into both.

  • The first category of insurance includes types that most people know about and probably have, such as car insurance, property insurance, life insurance, final expense insurance, etc.
  • The second category is disability insurance, which protects your income if you are injured and unable to work.
  • Umbrella policies, also known as extended liability coverage, provide protection beyond existing limits and coverage of other policies. Umbrella policies can provide additional coverage for accidents, property damage, certain lawsuits, and some personal liability situations. Once the liability limits of the insurance policy are exhausted, the Umbrella policy kicks in.
  • Logan concludes by discussing different types of insurances that we will need in different stages of our lives. Although the expense of insurance can seem burdensome, when you need it you will be very glad you made the investment.

Learn more about Logan Wease and his company “We Insure Things” at:

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“The Power of Self-Directed Retirement Accounts” with Daniel Blue

Our guest today is Daniel Blue, a Forbes contributor, a best-selling author, and owner of a 7-figure business called Quest Education. His company focuses on helping people learn how to make money tax-free, pay off debt, and get capital to grow their businesses.

Show Highlights:

  • While working in real-estate early in his career, Daniel learned about the power of self-directed retirement accounts and how they could allow people to access and direct their own funds for a variety of reasons.
  • Intrigued by the concept, he eventually worked in this unique financial space, helping people to see the benefits of using some of the money in their retirement accounts, penalty, and tax free, to fund their business.
  • A Solo 401K is an IRS approved retirement plan for entrepreneurs that allows you to take out fifty percent of the account value or fifty thousand dollars, whichever number is less. You can then use these funds to build or grow your business. With this approach, you become your own bank, and you pay yourself back principal, plus interest.
  • Solo 401K’s are not for everyone, and you do need to work with a broker to take advantage of this financial product. Make sure you understand the risks to you and your retirement accounts.
  • Today, as owner of Quest Education, Daniel helps people navigate the questions, risks, and opportunities with Solo 401K plans. Go to www.DanielBlue.Me to learn more, as well as access:
    • Free resources
    • Links to his best-selling book “Blueprint to Your Best Retirement”
    • Links to his podcast, “How Winners Win”

For more information about our Guest, Daniel Blue:

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“Money Mindset & Investing Perspectives” with Florian Fritz

“The way you think about money determines how you behave and your behavior shapes who you are and how you interact.” — Florian Fritz

Florian is the founder of the Money Hero Academy, where he teaches how to create financial freedom by  improving:

  • your money mindset
  • money management skills
  • money making skills

By 2008 Florian was a “financial advisor” and during the financial crisis that year, he started learning from some of the world's best financial coaches like Robert Kiyosaki and others how wealth creation really works. He tested many learnings while working with a real estate company, increasing their sales by 86% per year on average and helping hundreds of people to improve their investment returns. Today he teaches what he learned, encouraging everyone to take control of their finances and create the life of their dreams instead of always hoping for the next raise or the next client.

Listen in as Florian shares his thoughts on creating freedom and prosperity.

  • Florian realized that he could inform clients about the problems that were happening but he had no solutions for the problems.
  • It’s interesting that he was over half a million in debt but was teaching about money. He was the perfect example of how and when to begin thinking about your wealth.
  • Florian, in his own story, shows us that you can begin your journey no matter where you are, from zero or negative, and build your wealth.
  • His journey began with free courses on Facebook and has grown to several programs that he runs every week.
  • Thinking about money is better than working hard for it. (take time to think about it)
  • What you associate money with, especially the negative side of money will automatically make your subconscious protect you from money.
  • We’ve been conditioned in a certain way about money. It’s good for one to identify your conditions.
  • In investment, you need to be consistent in what you are buying, no matter the circumstances.
  • An Inverse ETF is one way to “hedge”.

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“A Better/Faster Way to Financial Freedom” with Chris Miles

“Traditional financial advisors counsel us to plow our money into traditional investments, mutual funds, bonds, insurance, stocks, etc. I no longer take that position” — Chris Miles

Chris Miles, the Cash Flow Expert and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them TODAY! He’s an author, podcast host of the Money Ripples Podcast, has been featured in US News, CNN Money, Entrepreneurs on Fire, Bigger Pockets, and has a proven reputation with his company, Money Ripples ( getting his clients fast, financial results.

Listen in as Chris shares his thoughts on creating freedom and prosperity.

  • I was raised by great parents, hard-working parents who taught good values. When it came to money, they lived with a scarcity mindset, they really felt like there was never enough.
  • Before I finished my bachelor's degree, I decided to actually get real-life experience because I wanted to become a business consultant.
  • My father was my biggest inspiration, and I wanted to make him financially free before he was too old to enjoy it.
  • My father did everything “right”, yet did not have enough money to retire when he reached retirement age.
  • I started to learn the things that others were learning and more about a perspective around money first, which was really like Robert Kiyosaki stuff more applied.
  • I discovered how to invest and create passive income, which was really the trick to get out of the rat race versus just accumulating and saving money, hoarding it, and hoping that someday you might have something.
  • Traditional financial advisors counsel us to plow our money into traditional investments, mutual funds, bonds, insurance, stocks, etc. I no longer take that position.

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“Make Additional Money Painlessly!” with Gordon Stein

“We're using innovative ways to do things that are cheaper than the traditional way that people may not have thought of.” — Gordon Stein

In today’s episode, we are joined by Gordon Stein. Gordon is a personal finance author, keynote speaker, and blogger at Gordon, in his book, spells out certain recipes that can lead anyone to a bright financial future. Also in the book, Gordon has identified 60 different recipes for freeing up money. The key point in his book is “you can find money in your lifestyle, without making any sacrifices to your current lifestyle."

Gordon is also very good at demonstrating the impact these strategies can have on an individual's long-term financial goals.

  • I discovered a few hacks that freed up some more cash flow with minimal effort.
  • I’ve had a career transition from high-tech industry to kind of high-touch personal finance.
  • By using innovation and new innovations that are cheaper than the traditional way.
  • Step one is what I call “broiling a bill”. Pick a bill, and broil that bill!
  • Step two is: “Savor the savings”.
  • Discipline is more powerful than budgeting.
  • The more ideas you get on how to free up more cash flow, the more you build wealth.
  • Make those changes, reduce the bills, and then commit that money right away to something good.

Listen to this and so much more on the episode.

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“Trading and Investment Psychology” with Louise Bedford

“All traders and all investors are looking to improve themselves financially, to level up in their mindset, so that we can bring on more money and make it stick because that's the overall aim.” — Louise Bedford

In today’s episode, we welcome Louise Bedford. She is the founder of, a trading company in Australia. She is a best-selling author with five books to her name, all topics on the stock market and behavioral finance. She is also a behavioral finance expert with degrees in both psychology and business.

Louise talks with me about approaching investment and trading not only from the money perspective but also from a behavioral side as well.

Listen in!

  • I started trading back in 1990 because I always had an interest in money.
  • I had a physical affliction, which meant that I had trouble moving my arms and due to this condition, I had to leave my employment work.
  • All traders and all investors are looking to improve themselves financially, to level up in their mindset, so that we can bring on more money and make it stick because that's the overall aim.
  • Too many people are not happy with market volatility, where the market keeps going crazy up and crazy down and makes for a very unpleasant situation.
  • I like the idea of how investors borrow from traders; this is the concept of a stop loss.
  • You need to work out in advance what your level of pain is, determine what your exit strategy may be, and stick to your plan.
  • Do your math and consider what you wish for your future, have a plan in mind from the start to the exit, and have the three main tenants for the system that people should see in trading.
  • Whether we want to believe it or not, our behavioral and psychological well-being affects how we see investment and trading.
  • In trading, it’s always good to consider specific risks versus individual risks.

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Jon Ostenson – “Consider Franchising to Add an Income Stream to Your Financial Plan”

“When you're a business owner, you're building cash flows as well as an asset in that business that you can sell as long as you run it halfway decent.”  — Jon Ostenson

Jon is CEO of Franbridge Consulting and Capital, a company devoted to serving franchise opportunities, then aligning investors with top-performing opportunities leading some of those investors to be actual operators.

In this episode, Jon is going to help us look at this exciting class of investments.

Listen in!

  • There are 4000 different brands roughly in the US involved in franchising across a number of different industries and sectors.
  • Coming out of COVID, more and more people want that sense of control, flexibility and freedom that comes through business ownership.
  • We do see an unprecedented level of interest out there towards franchising.
  • I just see franchising as really going into business for yourself, but not by yourself because you've got that franchisor on the sideline and other franchisees around the country.
  • While having that is not a guarantee of success, it does give you a lot of confidence going in.
  • A study by Rancor School of Business found franchise businesses trading at a multiple typically of one and a half-time as compared to non-franchise businesses.
  • I tell clients that there's a lot of ways to make money some more desirable and easier than others.
  • To buy into a franchise, you pay a franchise fee and meet costs for the equipment build out.
  • Some of the ways in which people fund their franchise business include self-funding, retirement funds through what is called a Rob's program or through SBA loans.
  • The way I work with clients is I try to streamline the process and make it as easy for them and allow them to focus as well as possible.
  • Franchising isn't risk-free, but you de-risk things a lot.

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