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The Unconventional Investor
The Unconventional Investor
Michelle Moses | Certified Financial Planner

Are you an accredited investor feeling overwhelmed by managing your portfolio? Do you struggle to find an expert who can help you... more

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Episodes

From Self-Directed IRAs to Subscription Agreements: The Mechanics of Alternative Investing (Ep 67)

In this solo episode, Michelle gets into the nuts and bolts of investing in alternative assets. If you’ve ever wondered... more

15 Apr 2025 · 16 minutes
Saving Taxes on Roth Conversions: with CEDARst Companies (Ep 66)

If you're an accredited investor looking to diversify your portfolio with unique strategies, this episode is for you. We talk... more

10 Apr 2025 · 26 minutes
Secure, High-Yield Returns Through Real Estate Lending with The Bedrock Fund (Ep. 65)

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

02 Apr 2025 · 24 minutes
Understanding Crypto's New Role in Our Economy with Andy Woodward (Ep. 64)

Software engineer & developer, Andy Woodward joins us to give an update on cyptocurrency and it's place in our financial... more

11 Mar 2025 · 39 minutes
Investing in Mobile Home Parks: Interview with COARE Communities' Hansel Rodriguez (Ep. 63)

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

04 Mar 2025 · 22 minutes
Maximizing Travel Rewards: Insider Tips from Julian Kheel of Points Path (Ep 62)

Ever dreamed of traveling the world for less? This week, I chat with Julian Kheel, founder of Points Path and... more

25 Feb 2025 · 36 minutes
The Different Categories of Alternative Investments & How to Add Them to Your Portfolio (Ep 61)

Take the quiz - How Alternative Assets Can Fit in Your Portfolio Ready for the next step?Subscribe to the Podcast: pod.link/1671924778Don't... more

18 Feb 2025 · 16 minutes
How to Use Self-Directed Accounts to Invest in Alts with CNB Custody (Ep 60)

In this episode, we're talking about the world of self-directed accounts with our guest, Michelle Thomas from CNB Custody. 🎙️If... more

11 Feb 2025 · 24 minutes
How You Can Use Alternative Investments to Create Creative Financial Strategies (Ep 59)

The podcast is pivoting to focus on something I'm extremetly passionate about - alternative investments. 🎙️ As a Certified Financial... more

04 Feb 2025 · 15 minutes
Getting Started with The Unconventional Investor

Are you looking to expand beyond the stock market into alternative investments? The Unconventional Investor is the place for you.... more

20 Jan 2025 · 1 minute