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April 7th, 2026

Why Serious Investors Never Invest in Their Own Name

  1. Why Serious Investors Never Invest in Their Own Name Aspen Funds 33:04

Most investors focus on what to invest in. Wealthy investors focus on how they invest.

In this episode, we break down one of the simplest (and most overlooked) strategies: using an LLC to structure your investments.

Bob’s been doing this for years. Ben hasn’t. So… is this actually something you should be doing?

We cover:

• Why serious investors don’t invest in their own name

• How this setup can reduce taxes and increase flexibility

• The mindset shift of treating your investments like a business

• How it unlocks strategies like Solo 401(k)s

If you’re building wealth, this is a foundational move worth understanding.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Ben Fraser Podcaster

Prior to Aspen, Mr. Fraser was a commercial lender at First Business Bank specializing in government backed loan originations (SBA & USDA), for one of the top SBA lenders in the nation. Prior to that he was a commercial credit underwriter for Crossfirst Bank, personally responsible for underwriting over $125MM in C&I and CRE loans across a variety of industries.

Prior to that, he worked for Tortoise Capital Advisors, a boutique asset management firm in energy infrastructure investments, and helped grow their institutional managed accounts from ~$3BN AUM to ~$7BN AUM. Ben was responsible for responding to all institutional RFPs from interested institutional investors.

Ben completed his MBA from Azusa Pacific University, and his B.S. in Finance from the University of Kansas, graduating magna cum laude.