Best Avantis Investors Podcasts (2025)

1
Staying the Course Through Market Volatility - A Conversation with Phil McInnis of Avantis Investors 30:47

6d ago30:47

30:47

In this episode, we are pleased to be joined by first time guest Phil McInnis, Chief Investment Strategist at Avantis Investors. Phil shares research on why investors should stay the course during periods of market volatility like what we recently witnessed following the trade tariff announcements on April 2 "Liberation Day." He reminds listeners t…

1
30-Unit The Henley In Troy, OH With Phil Moeller, Apartment Syndicator 26:01

19h ago26:01

26:01

Whitney Elkins-Hutten of PassiveInvesting.com interviews apartment syndicator Phil Moeller about his acquisition of the 30-unit The Henley in Troy, Ohio. He emphasizes the importance of speed, clear communication, and a strong relationship with a local bank to successfully close a real estate deal. Phil also talks about dealing with public private …

1
452 Buckle Up: Navigating Market Volatility 13:08

9d ago13:08

13:08

If you're feeling stressed about what's happening in the market right now—you're not alone. Market volatility never feels good, but there is a better way to invest: one grounded in planning, discipline, and long-term thinking. In today’s episode, I’ll share 8 important things to consider as you navigate this market, so you can make confident decisi…

1
451 The Risk You're Not Getting Paid For 10:46

17d ago10:46

10:46

I recently came across a fascinating paper by Hendrik Bessembinder titled “Which U.S. Stocks Generated the Highest Long-Term Returns?” The research is based on nearly 100 years of stock market history, and it delivers some surprising and important lessons for retirees.By Jason Parker

1
Why Financial Literacy Might Matter Today More than Ever 26:16

20d ago26:16

26:16

Financial literacy has been found to be a strong predictor of future financial outcomes. A better understanding of fundamental financial concepts tends to lead to better decision making. Yet, the grim reality is that financial literacy among the global population is quite low. Past studies estimated that only about a third of the world are consider…

1
450 Margins Of Safety 20:00

24d ago20:00

20:00

When markets get wobbly, people panic. It’s natural. We’ve all seen it—headlines screaming recession, market crashes, and doomsday predictions. The fear can be overwhelming. But what if I told you that you could structure your retirement investments in a way that makes all of this noise irrelevant? That’s what today’s episode is about—building Marg…

1
449 Expert Investing Insights with Eduardo Repetto, Ph.D. Avantis Investors 58:18

1M ago58:18

58:18

I’m so glad you’re joining me for episode 449, where I have the privilege of interviewing Eduardo Repetto, Chief Investment Officer at Avantis. In today’s episode, we dive into recent market volatility, Warren Buffett’s growing cash reserves, and the investment philosophy behind Avantis Investors. To find links and resources mentioned in today's po…

1
240-Unit Preserve at Copper Leaf in Houston, TX with Rob Beardsley, Multifamily Investing Expert 23:46

1M ago23:46

23:46

Whitney Elkins-Hutten of PassiveInvesting.com interviews Rob Beardsley, a visionary expert in Houston multifamily investing. This episode unpacks a fascinating 240-unit property at Copper Leaf in Houston, TX, and delves into the nuances of REIT acquisitions and innovative financing strategies that define Houston Multifamily Investing. Rob shares hi…

1
Reaffirming the U.S. Small Cap Value Premium - A Conversation with Wes Crill, Dimensional Fund Advisors 25:06

2M ago25:06

25:06

In this episode, we are rejoined by Wes Crill, Senior Investment Director at Dimensional Fund Advisors to discuss the latest performance challenges for the Fama/French factor premium framework, namely small cap value within the U.S. market. Wes provides context for these performance challenges, especially in light of positive performance of the pre…

1
Making the Most of Financial Legacy Decisions 30:26

2M ago30:26

30:26

There are plenty of logical reasons to devote some of our current wealth to future generations, such as supporting a better future for your family or society, the potential for estate tax benefits, and simply a common desire to build a legacy that endures beyond our lives. But tradeoffs abound when it comes to making such legacy decisions—not the l…

1
448 How To Set Up A Foundation And Endowment For Your Christian School 55:06

2M ago55:06

55:06

In 2019, two pastors from my church approached me with a request: would I be willing to create a foundation or endowment to raise money for the Christian school our church operates? Without hesitation, I said yes. Both of my children had attended the school, and it had a profound impact on our family. While I had experience serving on nonprofit boa…

1
128-Unit Candleridge Park In Houston, TX With Wayne Courreges III, Apartment Investor 31:32

2M ago31:32

31:32

Whitney Elkins-Hutten of PassiveInvesting.com interviews Wayne Courreges III who breaks down his Candleridge Park deal, a 128-unit multifamily property in Houston, Texas. Together, they discuss the ins and outs of financing, the current market conditions, and the importance of strategic decision-making in today’s real estate landscape. Wayne also s…

1
447 Qualified Charitable Distributions: A Powerful Retirement Strategy 10:59

2M ago10:59

10:59

Imagine you could give to charity, lower your tax bill, and satisfy your Required Minimum Distributions—all at the same time. Most retirees don’t realize that there’s a smarter way to donate to charity using their IRA. In today’s episode, I’ll show you how one simple strategy—Qualified Charitable Distributions—can save you thousands in taxes while …

1
54-Unit The Diamond In Parkville, MO With Sam Rust, Multifamily Investing Expert 26:35

2M ago26:35

26:35

Whitney Elkins-Hutten of PassiveInvesting.com interviews Sam Rust, co-founder of Life Bridge Capital, about his journey in multifamily investing and acquiring The Diamond. Sam shares his transition into real estate investing, his first syndication deal in 2018, and his partnership with Whitney Sewell at Life Bridge Capital, which currently owns and…

1
36-Unit Avanti In Red Wing, MN With Matt Faircloth, Apartment Syndication Expert 39:05

2M ago39:05

39:05

Whitney Elkins-Hutten of PassiveInvesting.com interviews apartment syndication expert Matt Faircloth, who pulls back the curtain on his 36-unit Avanti in Red Wing, MN. Matt's journey into real estate is anything but ordinary. He shares how DeRosa Group evolved from managing their own properties to collaborating with developers and dives deep into t…

1
72-Unit Mandolin Place In Austin, MN With Nick Stageberg, Apartment Syndicator 47:44

2M ago47:44

47:44

Whitney Elkins-Hutten of PassiveInvesting.com interviews Nick Stageberg to discuss his latest investment journey at Mandolin Place. With its 72 units in Austin, Minnesota, this property exemplifies the transformation of distressed assets into thriving communities. Nick delves into his creative negotiation strategies, financing challenges, and value…

1
446 Understanding WEP and GPO: What the New Law Means for Social Security 17:46

3M ago17:46

17:46

Big changes are on the horizon for retirees impacted by the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). The Social Security Fairness Act, signed into law on January 5, 2025, is expected to increase benefits for millions of retirees while introducing new challenges for the Social Security system. In todays podcast, I wi…

1
127-Unit Stratton Park Acquisition In San Antonio, TX With Devin Elder, Apartment Syndicator 43:26

3M ago43:26

43:26

Whitney Elkins-Hutten of PassiveInvesting.com interviews Devin Elder to discuss the acquisition and management of Stratton Park, a 127-unit multifamily asset in San Antonio, Texas. Devin shares his journey from corporate life to building a thriving real estate business, emphasizing the importance of broker relationships and strategic financing deci…

1
445 Taking Stock and Gearing Up 19:42

3M ago19:42

19:42

In todays podcast I am going to examine how the S&P500 historically has performed after back to back years of 20% plus gains. We are going to look at an interesting recent story about retirement, wealth and contentment. I am going to share a couple of good financial habbits for you to consider as you kick off the new year. I want to share with you …

1
444 Beyond the Money: Building a Purposeful Retirement with Dr. Jann Freed 37:47

4M ago37:47

37:47

In today’s podcast, I had the pleasure of interviewing Dr. Jann Freed, an expert in helping people live intentionally and reflect on their impact. Dr. Freed shared powerful insights on building meaningful relationships in the second half of life and explained how embracing the reality of our mortality can inspire us to live more fully. Her words re…

1
443 Retirement Investing: Why Global Diversification Matters 20:43

4M ago20:43

20:43

In today’s podcast, I’ll be discussing retirement investing and the importance of broad global diversification. I’ll explain the reasoning behind our approach and share a few of the strategies we use to help minimize risks. Some of the core ideas I want to share with you are recency bias, home country bias, the concentration of the S&P 500, why pri…

1
442 Favorite Things 2024 14:24

4M ago14:24

14:24

In todays podcast I’m going to share some of my favorite things in 2024. It’s time to get your wallet out and start shopping for Christmas gifts. So I thought I'd share with you some of my favorite things as well as some of my favorite experiences. I'm so grateful that we get to do life together. Thank you for tuning into Sound Retirement Radio. I …

1
Thematic Investing in 2025: Insights from Jay Jacobs, BlackRock 33:57

4M ago33:57

33:57

In this episode we are pleased to be joined by Jay Jacobs, Head of Thematic and Active ETFs at BlackRock, as we explore the firm's 2025 outlook for thematic investing. Key topics include opportunities driven by a lower interest rate environment, a renewed focus on improving U.S. physical infrastructure for transportation and manufacturing, and the …

1
441 First Principles Retirement Planning 15:20

5M ago15:20

15:20

What if I told you that having a net worth of 3 million dollars was not enough to retire. In today's podcast we are going to uncover how this could happen. We’re diving into the first principles thinking and how it is applied to retirement planning and then focusing on what I believe to be the most important foundational number for a successeful re…

1
Is Now the Time to Invest in Small Caps? A Conversation with Massimo Santicchia, Alpha Quant 20:00

5M ago20:00

20:00

In this episode, we are joined by Massimo Santicchia, Co-Founder of Alpha Quant specializing in systematically-managed portfolios using a quantitative approach. We discuss the current environment where U.S. large caps have handily outperformed small caps over the last decade and why the environment is shaping up to favor small caps over large caps.…

1
283-Unit Oaks Of Kingwood And Sunrise At Atascocita In Houston, TX With Arleen Garza, Apartment Syndication Expert 30:19

5M ago30:19

30:19

Whitney Elkins-Hutten of PassiveInvesting.com interviews apartment syndication expert Arleen Garza to discuss her recent multifamily property acquisitions in Houston, Texas: the 283-unit Oaks of Kingwood and Sunrise at Atascocita. Arleen shares her journey in apartment syndication, detailing the strategies behind securing the properties and the val…

1
#440 Reflections at 50: What I've Learned Along The Way 16:38

5M ago16:38

16:38

I can’t believe it—I’ve officially hit the big 5-0! I was pretty sure my wife would have taken me out long before I made it this far. Not only am I still here, but in a few months, we’ll be celebrating 28 years of marriage. To mark this milestone birthday, I decided to write a list of things I’ve learned up to this point in my life. I'm writing it …

1
132-Unit Georgetown Townhomes In Rochester, MN With Nick Stageberg, Multifamily Syndicator 40:08

5M ago40:08

40:08

Whitney Elkins-Hutten of PassiveInvesting.com interviews Nick Stageberg, diving into the fascinating details of the 132-unit Georgetown Townhomes deal in Rochester, MN. In this episode, they discuss the unique aspects of this acquisition, including how it was sourced and closed, and the challenges faced during due diligence. Nick shares his insight…

1
16-Unit Eagle Apartments In Fayetteville, AR With Christopher Stout, Apartment Investing Expert 32:33

5M ago32:33

32:33

Whitney Elkins-Hutten of PassiveInvesting.com interviews Christopher Stout, who details his transition from buying two-family homes in New York to investing in multifamily properties like Eagle Apartments in Northwest Arkansas. Christopher discusses the strategic shift that exposed him to the multifamily space, detailing his direct-to-seller approa…

1
Uncovering Opportunities within the Federal Tax-Exempt Bond Market: A Conversation with Chad Farrington, DWS 22:16

6M ago22:16

22:16

In this episode, we are pleased to be joined by Chad Farrington, Co-Head Municipal Bond Investment Strategy at DWS Asset Management. Chad provides an update on the federal tax-exempt bond market, which includes issuers spanning state and local municipalities to public use facilities such as mass transit, airports, and toll roads. We also discuss th…

1
62-Unit Parke Villas In Morristown, TN With Gino Barbaro, Multifamily Investing Expert 31:18

6M ago31:18

31:18

Whitney Elkins-Hutten of PassiveInvesting.com interviews Gino Barbaro to dissect his recent acquisition: the sizzling hot 62-unit Parke Villas in Morristown, TN, that he snagged for a cool $9 million. Gino dives deep into the market trends that made Morristown a prime target, the investment strategies he used to secure the property, and the unexpec…

1
439 Investing Through Election Chaos 18:19

6M ago18:19

18:19

One of the top concerns we're hearing from clients regarding retirement planning and investment management is the potential impact of the upcoming presidential election on their investments. In today’s podcast episode, I want to provide some historical context by looking at what has happened in the days, weeks, and years following four of the last …

1
77-Unit Copper Canyon In Tucson, AZ With Mike Moe, Apartment Syndicator 22:56

6M ago22:56

22:56

Whitney Elkins-Hutten of PassiveInvesting.com interviews Mike Moe about his experience with the Copper Canyon deal, a 77-unit multifamily property in Tucson, Arizona. In this episode, they dive into the details of how the property was acquired, the unique challenges faced during due diligence, and how operational efficiencies were achieved. Mike sh…

1
438 Optimize Your Retirement: Three Key Strategies for Maximizing Your Wealth 14:09

6M ago14:09

14:09

Imagine if a few small changes to your retirement plan could result in hundreds of thousands more at the end of your life! In today’s podcast, I’m going to walk you through three powerful strategies that can optimize your plan and potentially increase your savings by hundreds of thousands of dollars. These are: Roth conversions Social Security Timi…

1
355-Unit The Cove In Nashville, TN With Dustin Heiner And Jason Yarusi, Multifamily Syndication Experts 33:43

6M ago33:43

33:43

Whitney Elkins-Hutten of PassiveInvesting.com interviews multifamily syndication experts Dustin Heiner and Jason Yarusi. In this episode, they explore their journey from single-family investments to managing large-scale properties like The Cove, a 355-unit deal in Nashville. The conversation highlights key strategies for syndicating, raising capita…

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