The Unconventional Investor Podcast By Michelle Moses | CFP® & Realtor® cover art

The Unconventional Investor

The Unconventional Investor

By: Michelle Moses | CFP® & Realtor®
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About this listen

 Are you an accredited investor feeling overwhelmed by managing your portfolio? Do you struggle to find an expert who can help you with alternative investments ideas? Are you looking for ways to simplify your finances and create more income? If you answered yes to any of these questions, you’re in the right place! Welcome to The Unconventional Investor podcast, where we explore alternative investments and real estate strategies to help you create a more robust portfolio and grow your wealth beyond the traditional stock market. My hope is that this show empowers you to gain the confidence to make informed financial decisions and achieve your long-term financial goals by thinking differently about your finances. I’m your host - Michelle Moses, a Certified Financial Planner®, Licensed Realtor® and Founder of Me Financial. My mission is to help accredited investors like YOU invest their money in ways that excite them, so they can move forward and grow their portfolios with clarity and confidence. Over the last 20 years, I’ve worked with hundreds of clients to help them achieve their financial goals while also feeling better doing it, drawing on my experience of owning multiple businesses, flipping houses, managing rentals, and investing in a wide array of assets. I believe that when you balance your financial products and create a "why" behind each one, you feel more confident and can focus on making money rather than worrying if you’re doing the right thing. Tune in for actionable investing tips and alternative investment strategies to help you invest in alternative assets and balance your portfolio with your lifestyle. This podcast will provide answers to questions such as: - What are the best alternative investment strategies for retirement? - What is an example of an alternative investment? - What steps should I take to diversify my portfolio effectively? - How can I diversify my investment portfolio? - How do I start investing in real estate? - What are the benefits of working with a financial strategist? - Real estate vs. stock market: what’s the difference? If you’re looking to expand your finances beyond the traditional stock market, tune in to the latest episode of The Unconventional Investor today. Subscribe to the podcast wherever you listen to podcasts and be sure to share your favourite episode with a friend. Visit the website to learn more about our services https://www.mefinancial.net/2025, Michelle Moses, All Rights Reserved Economics Personal Finance
Episodes
  • Your Emotions Play a Bigger Role in Money Than You Think (Ep 74)

    Your Emotions Play a Bigger Role in Money Than You Think (Ep 74)
    Jun 24 2025

    In this solo episode, Michelle gets into the topic of money psychology and the impact of emotions on financial decisions. With 20+ years of experience as a financial planner, Michelle shares her observations and opinions about balancing the emotional and logical sides of managing wealth.


    Key Topics Covered

    • The Emotional Side of Money

    • Investment Decision-Making

    • The Value of Accountability

    • Budgeting & Emotional Spending

    • Learning from Losses

    Take the quiz - How Alternative Assets Can Fit in Your Portfolio - https://quiz.tryinteract.com/#/672ec387dca489a684704eee


    Ready for the next step?

    • Subscribe to the Podcast: pod.link/1671924778
    • Don't forget to leave a review!
    • Follow Michelle for more financial tips:
      • YouTube: youtube.com/@theunconventionalinvestor
    • Instagram: instagram.com/michelle.e.moses
    • Website: www.mefinancial.net

    Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.
    Show more Show less
    19 mins
  • What to Ask Before Investing: My Litmus Tests for Investments (Ep 73)

    What to Ask Before Investing: My Litmus Tests for Investments (Ep 73)
    Jun 17 2025

    Wondering how you can trust an investment? 📈 In this episode of the podcast, I share my personal “litmus test” for evaluating alternative investments and private placements.

    If you’re exploring real estate, private funds, or other non-traditional opportunities, here are my top three takeaways to keep in mind:

    ✅ Do they have real skin in the game?
    Always ask if the managers are investing their own money, not just raising funds and charging fees. When their money is on the line, their interests are better aligned with yours.

    ✅ Are there useful tax benefits?
    Some investment strategies, like Roth conversion options, can give you substantial tax benefits.

    ✅ Is the rate of return fair?
    Compare promised returns to similar opportunities and industry standards. If returns (or communication!) seem subpar, dig deeper or rethink your choice.

    If you want to upgrade your due diligence process or have questions about fitting alternatives into your portfolio, check out my free resources or schedule a chat at mefinancial.net.


    Take the quiz - How Alternative Assets Can Fit in Your Portfolio - https://quiz.tryinteract.com/#/672ec387dca489a684704eee


    Ready for the next step?

    • Subscribe to the Podcast: pod.link/1671924778
    • Don't forget to leave a review!
    • Follow Michelle for more financial tips:
      • YouTube: youtube.com/@theunconventionalinvestor
    • Instagram: instagram.com/michelle.e.moses
    • Website: www.mefinancial.net

    Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.
    Show more Show less
    15 mins
  • Oil & Gas 102: Trellis Energy’s Approach to Reducing Risk in Oil and Gas Investments (Ep 72)

    Oil & Gas 102: Trellis Energy’s Approach to Reducing Risk in Oil and Gas Investments (Ep 72)
    Jun 10 2025

    I sat down with Braden Hudson, CFO and cofounder of Trellis Energy, to talk about an oil and gas investment opportunity. Trellis isn’t your typical operator—they specialize in fractional ownership of wells alongside major names like Chevron and EOG, giving accredited investors direct access to proven energy projects.

    With a focus on downside risk, diversified deals, and strong tax benefits, their fund offers an alternative growth platform outside traditional markets. If you’re looking to diversify your portfolio and tap into energy investments in a smarter way, this episode is a must-listen!

    Key takeaways:

    • Diversification Through Non-Operated Interests: Trellis Energy provides fractional ownership in oil and gas wells across top-tier U.S. operators, which spreads risk across different projects, regions, and commodities. This isn’t about chasing 10x returns—it's about steady capital appreciation with a strong downside risk focus.
    • Distinct Growth Platform Model: Trellis doesn’t operate the wells themselves—instead, they invest alongside proven, reputable operators (think Chevron, EOG, Oxy) in projects too small for major institutional players, but out of reach for most individuals. This model enables earlier cash flow recycling and tailored exit timing, seeking 15–20 projects per fund lifecycle.
    • Investor Alignment & Tax Efficiency: With an 8% preferred return and significant personal capital invested, Trellis aligns its interests with investors. Plus, 70–85% of capital may be deductible in year one, depending on structure—adding another layer of efficiency for portfolio strategy.

    Curious how private energy investing could fit your portfolio—either for tax planning, diversification, or long-term growth? Check out the full episode or let’s connect!

    #AlternativeInvestments #OilAndGas #PrivateEquity #PortfolioDiversification


    Contact Brayden Hudson with Trellis Energy Partners - https://trellisep.com/


    Take the quiz - How Alternative Assets Can Fit in Your Portfolio - https://quiz.tryinteract.com/#/672ec387dca489a684704eee


    Ready for the next step?

    • Subscribe to the Podcast: pod.link/1671924778
    • Don't forget to leave a review!
    • Follow Michelle for more financial tips:
      • YouTube: youtube.com/@theunconventionalinvestor
    • Instagram: instagram.com/michelle.e.moses
    • Website: www.mefinancial.net

    Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.
    Show more Show less
    25 mins
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