Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth.
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EP. 89 - Private Real Estate Lending: Building Passive Income for Generational Wealth
Private real estate lending has quietly become one of the most powerful wealth-building tools available to accredited investors and yet most people never hear about it until someone who has already done it shows them how. This is that conversation.
An insightful session featuring Kunaal Kumar, Principal of Bozeman Capital Partners, computer scientist, and seasoned real estate credit investor alongside Clive Capital's Keshav Kolur, as they break down how private real estate lending works, why it belongs in a serious wealth-building portfolio, and how everyday investors can access strategies once reserved for institutional players.
Subscribe for more honest lessons on building sustainable wealth. For more insights or questions on this topic, reach out to Kunaal at linkedin.com/in/kunaalkumar/
1 Oct 2026
EP. 88 - Keeping Wealth May Be Harder Than Creating It
Analyze the Bernard Arnault strategy to see how high-level business decisions impact long-term value.Jean Baptiste Wautier breaks down the decision-making process behind one of the world's most successful business empires. By examining how capital allocation dictates which ventures succeed and which are discarded, we can learn how to apply these principles to our own portfolios.This analysis is for those looking to understand the mechanics of business growth and how elite leaders filter opportunities. True wealth management requires recognizing when an asset no longer serves the broader objective.Subscribe for more honest lessons on building sustainable wealth. For more insights or questions on this topic, reach out to JB at youtube.com/@Jean-BaptisteWautier.
24 Sept 2026
EP. 87 - From Serving Your Country to Securing Your Future ft. Ben Batiste
Sequence of returns risk is the silent killer of retirement plans. This breakdown explains why timing matters more than your total savings.Most retirees assume that a million-dollar portfolio provides a steady safety net, but that math breaks down when the market turns. We look at the dangerous reality of needing to withdraw fixed amounts when your assets are down, creating a cycle of compounding losses that can deplete your accounts faster than anticipated.Understanding how a single bad year early in your retirement impacts your long-term financial security is vital for anyone planning their exit from the workforce. We explore how to structure your retirement income to avoid the trap of selling during a downturn, ensuring your nest egg survives the volatility of modern markets.Subscribe for more honest lessons on building sustainable wealth. For more insights or questions on this topic, reach out to Ben at bbatiste@crestmarkwealth.com
Who has been a guest on Investing for Generational Wealth
Names identified in recent episode analyses. Showing up to five guests.
Mark Pierce
Aaron Marsh
Dr Noah St John
Robert Checchia
Matthew Fornaro
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
6,585
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
5 ratings
Podcast Authority Score: 66 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
89
Social presence
0
YouTube
74
Engagement
32
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