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Index/Finance/The Dutch Mendenhall Podcast
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Unlocking Alternative Investments: A Deep Dive with Steve Larsen, CPA, CFP®

The Dutch Mendenhall Podcast · 2024-09-04 · 46 min

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Episode notes

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. - Buy Money Shackles: The Breakout Guide To Alternative Investing: For More Info on Alternative Investment, visit: Want to Partner on Deals? Become a RADD Inner Circle Member: SEC Filing : - Dutch Mendenhall | Social Links

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