🔒 Financial fraud is on the rise — how can you protect yourself?

There's been a sharp uptick (25% increase!) in financial fraud this year. In this episode, I go over some strategies to recognize and protect yourself from scams.

Key takeaways:

• Watch for red flags: Be wary of unsolicited calls (even when they appear to come from legitimate institutions) that create urgency, ask for sensitive info, or pressure you to act quickly. Always hang up and call back using a verified number you found on their website.
• Strengthen your digital defenses: Enable two-factor authentication, set up transaction alerts on your accounts, and use strong, unique passwords—especially for financial logins.
  • Michelle also suggests having a separate email just for financial matters.
• Stay vigilant—and help others do the same: Many scams target older adults or those less familiar with digital security. Talk openly with family and friends about common tactics fraudsters use, and encourage them to lock down their accounts.

Taking proactive steps now can make all the difference in protecting your money and accounts.

🛡️ If you haven’t reviewed your account security lately, now’s the time!

#FinancialSecurity #FraudPrevention #WealthManagement #Cybersecurity #UnconventionalInvestor

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  • YouTube: youtube.com/@theunconventionalinvestor
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• Website: www.mefinancial.net

Take the quiz - How Alternative Assets Can Fit in Your Portfolio

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

If you’re looking for an alternative investment opportunity that’s well outside the usual suspects, this one is worth a look. Industrial Outside Storage, think equipment or supply storage for companies that have large items to store or operate.

There are a few reasons this might be a good fit:

• Fragmented Market: Over 80% of industrial outdoor storage assets are owned by non-institutional (mom and pop) operators. This creates tremendous potential for portfolio consolidation and value creation, especially with a current estimated $166B of deals out there.
• Attractive Returns with Less Competition: By focusing on deals in the $1-10M range, there’s far less competition from institutional investors, allowing for cap rates north of 10%—a rarity in the real estate world, especially without leveraging debt.
• Strong Fundamentals, Limited Supply: IOS sites are often hard to replicate, thanks to strict zoning and city limitations. This acts as a natural barrier to new supply and helps secure long-term value for investors.

If you’re an accredited investor looking to diversify with something truly unconventional—and income-focused—this fund deserves your attention. Listen to the full episode for all the details, and reach out if you want to discuss how this could fit into your portfolio.

Contact COARE - https://www.coareindustrial.com/

#Investing #Alternatives #RealEstate #IndustrialStorage

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  • YouTube: youtube.com/@theunconventionalinvestor
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Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

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.

Here are 3 key takeaways:

• A Personalized, Stress-free Approach: Reavanti manages every aspect of a senior’s transition—from sorting and packing, to donating and selling unwanted items, all the way to recreating familiar home environments in new spaces. Clients remain at the center of the process, but without the heavy lifting (literally and figuratively!).
• Flexible, Compassionate Support: The timeline is tailored to each client’s needs. Whether it takes days or more than a year, they can adjust to clients’ schedules, family situations, and emotional readiness.
• Specialized Care for Memory Challenges: For clients moving into memory care, Reavanti emphasizes recreating familiar surroundings (even arranging photos and setting up favorite TV shows!) to ease transitions and maintain comfort, dignity, and a sense of control.

If you’re helping a loved one—or know someone who is—navigate a major move, check out Reavanti or connect with a senior move manager in your area.

Contact Zach with Reavanti - https://reavanti.com/

Take the quiz - How Alternative Assets Can Fit in Your Portfolio

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• Subscribe to the Podcast: pod.link/1671924778
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• Follow Michelle for more financial tips:
  • YouTube: youtube.com/@theunconventionalinvestor
• Instagram: michelle.e.moses
• Website: www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

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.

What You’ll Learn in This Episode:

• The Basics of Alternative Investing: Why more investors are looking beyond stocks and bonds.
• Self-Directed IRAs Explained: How they work, when to use them, and why they might save you money on fees.
• Subscription Agreements: What they are and how to complete them.
• Investment Timelines: How long it takes to move from decision-making to execution.
• Cash vs. IRA Investments: Key differences in process and paperwork.

Take the quiz - How Alternative Assets Can Fit in Your Portfolio

Related Episode - How to Use Self-Directed Accounts to Invest with CNB Custody

Ready for the next step?

• Subscribe to the Podcast: pod.link/1671924778
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• Follow Michelle for more financial tips:
  • YouTube: youtube.com/@theunconventionalinvestor
• Instagram: michelle.e.moses
• Website: www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

If you're an accredited investor looking to diversify your portfolio with unique strategies, this episode is for you. We talk about CEDARst's innovative approach in not only how they operate their fund, but how it's structured.

Key takeaways:

• Understanding Vertically Integrated Microdevelopment: Cedar Street's unique model maximizes space in dense urban areas by integrating in-house construction, architecture, and property management. This "approachable living" appeals to young professionals looking for highly amenitized, affordable living spaces.
• Roth Conversion Strategy: A game-changer for investors during low-income years. Convert your traditional IRA money at its lowest valuation into a Roth, enabling tax-free growth and mitigating long-term tax liabilities.
• Co-General Partner Economics: Investors participate as co-GPs alongside institutional partners, gaining alignment with the sponsor and benefiting directly from the success of the projects without typical LP burdens.

To learn more, go to - https://www.cedarst.com/

Take the quiz - How Alternative Assets Can Fit in Your Portfolio

Ready for the next step?

• Subscribe to the Podcast: pod.link/1671924778
• Don't forget to leave a review!
• Follow Michelle for more financial tips:
  • YouTube: youtube.com/@theunconventionalinvestor
• Instagram: michelle.e.moses
• Website: www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

With interest rates on the rise, private credit funds are gaining popularity among investors seeking alternative opportunities. In this episode of The Unconventional Investor, we talk about the fundamentals of asset-backed lending, the innovative structure and strategy of The Bedrock Fund—a private lending platform for home flippers—and discuss how it offers accredited investors stable, non-traditional returns.

Joining us is Mark McKeller, Principal & Director of Originations at The Bedrock Fund. With over 20 years of experience in real estate investing and asset-backed lending, Mark shares what makes The Bedrock Fund unique and how it can complement your investment portfolio.

Resources:

• Learn more about The Bedrock Fund: https://thebedrockfund.com
• Take the quiz - How Alternative Assets Can Fit in Your Portfolio

Ready for the next step?

• Subscribe to the Podcast: pod.link/1671924778
• Leave a review to support us!
• Follow Michelle for more financial tips:
  • YouTube: youtube.com/@theunconventionalinvestor
  • Instagram: michelle.e.moses
  • Website: www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

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.

Key Takeaways:

• Understanding Crypto's Resilience: Andy highlights how, despite the buzz around meme coins, the top cryptocurrencies like Bitcoin and Ethereum have remained relatively consistent over the years. It's crucial to look past the short-term noise and focus on the long-term potential of these digital assets.
• Crypto as a Tool for Global Economic Participation: Crypto's role in enabling people from struggling economies to participate in global commerce. Whether it's providing a stable form of currency in inflation-hit regions or simplifying international transactions, crypto offers some unique advantages our current system doesn't have.
• Exploring Innovative Crypto Projects: We discuss fascinating projects like liquidity pools and platforms like Poly Market. These developments not only enhance the utility of cryptocurrencies but also offer new ways for individuals to engage with and profit from the crypto marketplace.

If you're interested in alternative investments and crypto, tune in to this weeks episode!

Take the quiz - How Alternative Assets Can Fit in Your Portfolio

Ready for the next step?

• Subscribe to the Podcast: pod.link/1671924778
• Don't forget to leave a review!
• Follow Michelle for more financial tips:
  • YouTube: youtube.com/@theunconventionalinvestor
• Instagram: michelle.e.moses
• Website: www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

If you're interested in learning more about the potential of Manufactured Housing Communities (mobile home parks), listen to this episode!

Hansel Rodriguez, Principal of COARE Communities, joins us as we get into the world of Manufactured Housing Communities (mobile home parks). Hansel shares his expertise on diversified investment strategies, the significant returns and tax benefits associated with mobile home park investments, and the critical role these communities play in providing affordable housing solutions.

Key Takeaways:

• Affordable Housing Focus:
  • COARE is dedicated to solving the affordable housing crisis by investing in and preserving Manufactured Housing Communities, the most affordable housing option available.
  • Mobile home parks provide a crucial housing solution, offering significant cost savings compared to traditional apartments and single-family homes.
• Diversified Investment Strategies:
  • COARE Companies employs a diversified approach, investing in mobile home parks across the nation, so you aren't heavily invested in one area.
  • This investment opens up unique opportunities beyond conventional markets.
• Attractive Returns & Tax Benefits:
  • Investing in mobile home parks offers the potential for high returns, making it an appealing option for accredited investors.
  • These investments also provide substantial tax benefits that may be right for your portfolio.

Guest:

• Hansel Rodriguez, Principal, COARE and CEO, Coare Companies

Links:

• COARE Website - https://www.coarecommunities.com/
• Contact Michelle to discuss investing in COARE - www.mefinancial.net

Take the quiz - How Alternative Assets Can Fit in Your Portfolio

Ready for the next step?

• Subscribe to the Podcast: pod.link/1671924778
• Don't forget to leave a review!
• Follow Michelle for more financial tips:
  • YouTube: youtube.com/@theunconventionalinvestor
• Instagram: michelle.e.moses
• Website: www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.