DiscoverThe Dutch Mendenhall PodcastUnlocking Alternative Investments: A Deep Dive with Steve Larsen, CPA, CFP®
Unlocking Alternative Investments: A Deep Dive with Steve Larsen, CPA, CFP®

Unlocking Alternative Investments: A Deep Dive with Steve Larsen, CPA, CFP®

Update: 2024-09-04
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In this episode, we sit down with Steve Larsen, the visionary Founder of Defi Steward and Co-Founder of PlannerDAO, to explore the evolving landscape of alternative investments. Steve shares his journey from building a $250M Registered Investment Adviser to creating innovative platforms that provide mass-affluent investors access to unique opportunities. We also dive into the current state of advisor tech, the future of digital assets, and what makes for a great private deal. Whether you're an advisor or investor, this episode is packed with insights that could shape your financial strategy for Q3 and beyond.

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Buy Money Shackles: The Breakout Guide To Alternative Investing:

https://moneyshackles.com/

For More Info on Alternative Investment, visit:

https://dutchmendenhall.com/

Want to Partner on Deals? Become a RADD Inner Circle Member:

https://icradd.com/

SEC Filing : https://www.sec.gov/Archives/edgar/data/1721469/000110465922005564/tm223896d1_253g2.htm

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Dutch Mendenhall | Social Links

https://www.facebook.com/TheRealDutchMendenhall/

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Subscribe to The Dutch Mendenhall Podcast

Spotify: https://open.spotify.com/show/5kS2Mtu6rGt5xBezh526yH

Apple: https://podcasts.apple.com/us/podcast/the-dutch-mendenhall-podcast/id1580491566

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Dutch Mendenhall represents RADD Companies, yet his expressed views are based on various businesses and their objectives and may not be aligned with each company's perspectives. These are not promised outcomes and do not indicate future results. The content provided is for informational purposes only and should not be considered professional advice. For more information, visit https://dutchmendenhall.com/disclosures/.

Dutch Mendenhall’s (Dutch) involvement in external ventures or partnerships, or hosting esteemed speakers or sponsors, does not constitute an endorsement of those entities by RADD Companies—Dutch aims to maintain transparency and uphold the integrity of his business and entrepreneurial operations. For more information, visit https://dutchmendenhall.com/disclosures/.

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Unlocking Alternative Investments: A Deep Dive with Steve Larsen, CPA, CFP®

Unlocking Alternative Investments: A Deep Dive with Steve Larsen, CPA, CFP®