Wealth Independence Podcast
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.
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Wealth Independence Podcast
v1.33 - Building Passive Income Through Private Credit (ft. Jared Benson)
Dustin and Adam interview Jared Benson of Clotine Capital, a successful real estate broker who partnered to launch a debt fund while maintaining his real estate practice. Jared shares his journey from struggling with house flipping side projects to discovering the power of passive investing and eventually partnering with experienced operators to create an income-focused debt fund.
Key topics include the critical differences between debt funds in today’s market, red flags to watch for in preferred equity deals, and why many “debt funds” are simply rescue capital for failed projects. The discussion also covers essential due diligence frameworks for passive investors, the importance of starting with “no” and finding reasons to say “yes,” and why the security of your investment matters more than chasing higher returns.
Jared also shares his perspective on how passive investments can buy back your most valuable asset: time, and why he defines freedom as having choice rather than traditional retirement.
Episode Release Notes & Resources:
- Connect with Jared on LinkedIn: https://www.linkedin.com/in/jaredtbenson
Watch episode on YouTube: https://www.youtube.com/watch?v=KqWZi7WOPIk
See all Wealth Independence episodes at https://www.wealthindependencepod.com
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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.
