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Training

Alignment Over Everything: Raising Retail Capital the Right Way

By Training

On the latest episode of Best Ever Conference, we sat down with Unlimited Capital to talk about what actually makes a retail capital raise sustainable: one unified mindset across the organization, a regulatory and oversight stack strong enough to earn investor trust, and a real strategy for reaching retail investors — not just accredited ones. No shortcuts, just the fundamentals done right.

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How Everyday Investors Can “Be The Bank”

By Training

What if you could earn the kind of returns banks make — without tenants, toilets, or 2am repair calls? In this podcast of Carson’s Corner, Carson sits down with Shawn Muneio, Co-Founder of Bequest Asset Management, to break down how everyday investors can “be the bank” and build genuinely passive income through mortgage notes and private credit.

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Unlock Private Investments with Your IRA (No Accreditation Needed!)

By Training

Shawn Muneio, Co-Founder and Managing Partner of Bequest Asset Management, breaks down the barriers of the private investment space. For too long, high-level financial tools and alternative asset classes were reserved exclusively for accredited investors. This video explores the transformative power of Regulation A (Reg A+) offerings, which allow everyday investors to access private credit and mortgage-backed opportunities with as little as $5,000. We discuss why major financial institutions often steer clients toward conventional stocks and bonds, and why branching into self-directed IRAs can be a game-changer for your long-term wealth strategy.

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Stress-Free Investing in Volatile Times

By Training

Tired of market swings and investment stress? Learn how private real estate and energy assets can generate 8–12% predictable monthly income, without relying on Wall Street. Watch this webinar replay with Bequest’s team and discover how to invest with confidence in any market.

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Your Personalized Income Strategy-Achieving 8-12% Returns in a Volatile Market May 2025

By Training

During this eye-opening session, we reveal

The Market Reality Check: Why traditional portfolios are increasingly vulnerable to volatility and inflation
The 50/30/20 Revolution: How Larry Fink’s portfolio model is replacing the outdated 60/40 approach
The Alternative Advantage: Inside Bequest’s mortgage note and energy investment strategy
The Millionaire Blueprint: Step-by-step examples showing how to potentially reach 7-figures

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How to Generate More Passive Income

By Training

Martin Saenz and Shaun Ausborn tackled today’s Income Challenge head-on, explored the pitfalls of traditional wealth-building paths, and shared how Bequest is paving the way to more passive income. 💡✨

From free tools and strategies to unlocking that dream ‘mailbox money’ income stream, this session was packed with actionable insights you won’t want to miss! Replay now and start building your financial freedom. 💼💰”

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