Wealth Independence Podcast

著者: Dustin Bailey & Adam Penn
  • サマリー

  • The Wealth Independence Podcast guides high-income tech professionals through proven strategies for building passive income and achieving true financial independence.

    Hosts Dustin Bailey and Adam Penn share battle-tested frameworks, real-world case studies, and hard-won lessons from their years of experience in private markets and alternative investments. Each week, they break down complex investment concepts, analyze current market trends, and interview successful investors and industry experts.

    Through a freedom-first approach that emphasizes passive income, smart diversification, and thorough due diligence, learn how to shorten your learning curve and avoid common pitfalls on their path to financial independence.

    Whether you're looking to understand private placements, real estate fundamentals, or alternative investment opportunities, Wealth Independence delivers actionable insights that help busy professionals make informed investment decisions.

    © 2025 Wealth Independence Podcast
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あらすじ・解説

The Wealth Independence Podcast guides high-income tech professionals through proven strategies for building passive income and achieving true financial independence.

Hosts Dustin Bailey and Adam Penn share battle-tested frameworks, real-world case studies, and hard-won lessons from their years of experience in private markets and alternative investments. Each week, they break down complex investment concepts, analyze current market trends, and interview successful investors and industry experts.

Through a freedom-first approach that emphasizes passive income, smart diversification, and thorough due diligence, learn how to shorten your learning curve and avoid common pitfalls on their path to financial independence.

Whether you're looking to understand private placements, real estate fundamentals, or alternative investment opportunities, Wealth Independence delivers actionable insights that help busy professionals make informed investment decisions.

© 2025 Wealth Independence Podcast
エピソード
  • v1.7 - Pivot or Stay the Course? Protecting Capital in Changing Markets
    2025/02/21

    In this practical episode, Dustin and Adam explore the dichotomy of knowing when to pivot or stay the course with your investments, along with the critical importance of having multiple exit strategies in any investment – and when staying the course might be the better option.

    Through personal experiences in both tech stocks and real estate, they demonstrate how proper exit planning can protect capital even when market conditions change dramatically. Whether you're investing in real estate or stocks, learn why entering any investment without an exit strategy can leave you vulnerable to market shifts.

    Get actionable insights for passive investors on building robust investment plans that can adapt to changing conditions while preserving capital.

    Episode Release Notes & Resources:

    • Passive Perspectives: Where Are The Exits? https://bigspringcap.com/passiveperspectives/multiple-exit-strategies
    • Passive Perspectives: Real Estate Exit Advice From The Apprentice's George Ross https://bigspringcap.com/passiveperspectives/real-estate-exit-strategies-passive-investors


    See all Wealth Independence episodes at https://wealthindependencepod.com

    Connect with Dustin:

    • Big Spring Capital
    • LinkedIn (/in/TheDustinBailey)
    • Twitter/X (@TheDustinBailey)

    Connect with Adam:

    • Bidwell Capital
    • LinkedIn (/in/AdamJPenn)


    This show is for informational purposes only and is not financial, investment, legal, or tax advice, and does not constitute an offer to buy or sell securities. All investments carry risk, and investors should always conduct thorough due diligence and consult with qualified professionals before investing.

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    25 分
  • v1.6 - From Engineer to Real Estate Developer: A Freedom Journey (ft. Aram Sarkissian)
    2025/02/14

    Join Dustin and Adam as they sit down with Aram Sarkissian, a former electrical engineer turned real estate developer, who shares invaluable insights on navigating the alternative investment environment.

    Aram reveals how his engineering background and business acumen helped him identify and capitalize on real estate opportunities, from Louisiana townhomes to modular construction in Austin, TX.

    He discusses why every pro forma is inherently imperfect and why macro trends matter more than complex spreadsheets, and shares practical strategies for evaluating investment opportunities, the importance of strategic pivoting in changing markets, and why true freedom in investing comes from understanding both the numbers and the operational realities.

    This episode offers crucial insights for passive investors on due diligence, market timing, and building sustainable wealth through real estate development.

    Connect with Aram:

    • LinkedIn: https://www.linkedin.com/in/aram-sarkissian
    • Schedule a call: https://api.leadconnectorhq.com/widget/booking/JVK2vwPO6WfyI7JMtyAa
    • Le Creme Partners: https://www.lecremepartners.com


    See all Wealth Independence episodes at https://wealthindependencepod.com

    Connect with Dustin:

    • Big Spring Capital
    • LinkedIn (/in/TheDustinBailey)
    • Twitter/X (@TheDustinBailey)

    Connect with Adam:

    • Bidwell Capital
    • LinkedIn (/in/AdamJPenn)


    This show is for informational purposes only and is not financial, investment, legal, or tax advice, and does not constitute an offer to buy or sell securities. All investments carry risk, and investors should always conduct thorough due diligence and consult with qualified professionals before investing.

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    42 分
  • v1.5 - Inside the Analysis of a $20,000,000 Apartment Deal
    2025/02/07

    In this practical walkthrough, Dustin and Adam pull back the curtain on their recent analysis and offer on a $20 million apartment deal in Las Vegas.

    Passive investors will learn how experienced operators evaluate multifamily opportunities, from initial spreadsheet analysis to final offer strategy. Dustin and Adam dive deep into their actual underwriting process, sharing insights on how they assess value-add potential, calculate returns, and make strategic decisions about purchase price.

    Whether you're evaluating sponsors (and their processes) or looking to understand what drives real estate investment returns, this episode provides passive investors with valuable insights into the metrics that matter and the assumptions that can make or break a deal. See why sophisticated spreadsheets aren't always better and learn how to identify red flags in deal presentations.


    See all Wealth Independence episodes at https://wealthindependencepod.com

    Connect with Dustin:

    • Big Spring Capital
    • LinkedIn (/in/TheDustinBailey)
    • Twitter/X (@TheDustinBailey)

    Connect with Adam:

    • Bidwell Capital
    • LinkedIn (/in/AdamJPenn)


    This show is for informational purposes only and is not financial, investment, legal, or tax advice, and does not constitute an offer to buy or sell securities. All investments carry risk, and investors should always conduct thorough due diligence and consult with qualified professionals before investing.

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    30 分
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