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Hosted by Dustin Bailey & Adam Penn · 🇺🇸 US · EN-US · 88 episodes
Established thought leaders with verified media credentials.
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. <br
Dustin Bailey & Adam Penn hosts Wealth Independence Podcast, a business show with 88 episodes published.
Put 50% down on a house and every bank in America will trip over itself to write the loan. But put 50% down on a $3 million shopping center? Most banks won’t return your call. That gap is Ryan Hermansky’s whole business.
A 1031 exchange (named for its section of the tax code) lets you roll real estate investment gains into a new property, deferring the tax and keeping all of your capital working. Dustin and Adam rank it as the second-big
Plenty of single-family investors have split a deal 50/50 with another partner and never thought twice about it. But put a passive syndication in front of them with an 80/20 LP/GP split, and the sponsor’s 20% suddenly be
Every deal that shows up in your inbox leads with the same summary: a projected return, a hold period, a market, an asset class. Comparing those side by side feels like diligence. But two deals projecting the same return
The Wall Street Journal is calling a new kind of tax-loss harvesting the hottest trade on Wall Street – funds built to deliver index-like returns with a smaller tax bill. Dustin and Adam read the coverage and land on a s
The first time you put money into a commercial real estate syndication, the way the profits get divided up can look surprisingly complicated – tiered splits, preferred returns, and something sponsors call a “waterfall.”
For most individual investors, “private equity” is usually associated with “inaccessible” – something reserved for the Elon Musks and Blackstones of the world. Buying and running established companies has been an institu
For most individual investors, “private equity” is usually associated with “inaccessible” – something reserved for the Elon Musks and Blackstones of the world. Buying and running established companies has been an institu
Most real estate investing means owning the building – and taking on the tenants, toilets, and trash that come with it. But there’s another way to invest in real estate: owning the debt instead of the property, and colle
The loan on your house is simple: take out a 30-year mortgage, make your payments, own the house at the end. But commercial real estate debt is a different animal, with widely-varying structures that don’t exist in the r
The loan on your house is simple: take out a 30-year mortgage, make your payments, own the house at the end. But commercial real estate debt is a different animal, with widely-varying structures that don’t exist in the r
Most real estate investors chase houses, apartments, or self storage. But Brent Bowers built his business on something almost nobody talks about: buying cheap vacant land and selling it at a profit…often with a brand-new
What’s actually backing the money you’re counting on for later? Dustin and Adam take that question through two Wall Street Journal articles: one on what’s quietly accumulated inside pension funds, the other on a shift in
Cameron Philgreen photographed ~400 weddings before he bought his first rental property. He’s now up to 25 rentals, a specialty coffee shop, and a 50,000 sq. ft. commercial building in Waco, Texas – all of it sparked by
Real Estate Professional Status (REPS) is a tax designation that lets qualifying investors deduct real estate losses (primarily from depreciation) against ordinary/active income like a W-2 salary. The benefit is real – b
When individual fix-and-flip investors need a loan to purchase and rehab a property, they usually don't get a bank loan – instead, they go to a private lender for a hard money loan: a short-duration note, secured by a fi
Debt Service Coverage Ratio (DSCR) is a critical part of any debt-financed real estate deal, and shows up in nearly every real estate syndication pitch deck – but many passive investors would struggle to explain what it
Most investors think about taxes once a year: when they file. Kevin Brunner, founder of The Q Companies, joins Dustin and Adam to talk through what proactive tax planning looks like and why most financial advisors aren’t
“Private credit” has become a headline label covering wildly different investments – loans to software companies, rescue capital for distressed borrowers, and real estate-backed lending all filed under the same term. Rec
A $3 trillion financing gap exists between the companies that make everyday products and the buyers who purchase them. When a hammer manufacturer needs payment in 30 days but Home Depot pays in 120, someone has to bridge
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Wealth Independence Podcast is hosted by Dustin Bailey & Adam Penn. The show is categorised under business (investing) and has published 88 episodes.
Wealth Independence Podcast has published 88 episodes.
Wealth Independence Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Wealth Independence Podcast average 30 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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