『The Sage Investor』のカバーアート

The Sage Investor

The Sage Investor

著者： Brian Spear
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概要

 You’ve worked hard, invested wisely, and built real momentum. But if you're like many high-net-worth investors… you still feel exposed. Maybe it’s rising tax burdens. Or fragile cash flow. Or the growing sense that today’s markets run more on emotion than fundamentals. Over 10 years and thousands of conversations with investors, Brian Spear discovered something surprising: most aren’t chasing the highest return. They’re chasing clarity. Control. And peace of mind. The Sage Investor is a podcast for wealth builders who want to think deeper, move smarter, and invest with intention. Hosted by Brian—private equity executive and co-founder of Sunrise Capital Investors—this show translates decades of real-world experience into actionable frameworks for lasting wealth. At the heart of this show is our blueprint, the Sunrise C.A.P.I.T.A.L. Strategy: 💵 Cash Flow First 🧩 Add Value 🛡️ Protect the Downside 🧠 Invest, Don’t Speculate 🏛️ Tax Efficiency ✅ Assurance of Outcome 🕊️ Legacy Tired of market noise, tax surprises, or sleepless nights wondering if your wealth is truly safe? This show is for you if you're ready to: ❌ Stop guessing and start investing with a durable strategy ❌ Break free from the anxiety of unpredictable returns ❌ Escape the tax traps that quietly erode your net worth ❌ Avoid speculation and wealth fragility masked as opportunity And instead… ✅ Build a portfolio that cash flows in any market ✅ Invest with clarity, not confusion ✅ Protect your downside—and your peace of mind ✅ Leave a legacy built on principles, not hype Whether you're a seasoned operator or rising Limited Partner, you'll get a front-row seat to the thought process, tools, and mental models behind real people building real wealth—in the real world. The Sage Investor is rooted in the lessons of the timeless thinkers: Buffett. Munger. Rockefeller. Zell. This is a calm, clear counterpoint to the hype-driven investing landscape. Because as Warren Buffett reminds us: “Risk comes from not knowing what you’re doing.” Tune in. Slow down. Think deeper. Become a Sage Investor.2026 Sunrise Capital Investors 個人ファイナンス 経済学
エピソード
  • Legacy Built to Last: 3 Principles to Build a Modern “Dynasty” | EP. 10

    Legacy Built to Last: 3 Principles to Build a Modern “Dynasty” | EP. 10
    2026/02/24
    70% of wealthy families lose their fortunes by the second generation. 90% lose it by the third. All that work. The decades of investing. Granular financial planning to put your children, grandchildren, and great-grandchildren in a better position—poof. This is avoidable, and the wealthiest families in America—the Rockefellers, the Kennedys, the Buffetts—follow the same three principles I’m sharing today. This is the final step in the Sunrise C.A.P.I.T.A.L. Strategy—everything has led up to this. You’ve saved, invested, protected from the downsides, and planned. Now, it’s time for step seven—a legacy built to last. Through sharing the stories of the richest families who’ve remained wealthy for generations to those that went from shirtsleeves to shirtsleeves in less than a hundred years, you’ll learn how not only to build, but also to secure a legacy for your family. Three sage principles must be followed to protect and grow your hard-earned capital and create stewards of wealth multiple generations down the line. Sage Wisdom from Today’s Episode: Three sage principles followed by the wealthiest families across generations How the Kennedy family dynasty secured a growing fortune while producing exceptionally high-achieving children What the Vanderbilts overlooked that led to their dynasty’s ruin The one thing that must remain untouchable when passing down wealth Cultivating stewardship and character in your heirs—not entitlement The inner vs. outer scorecard: Building wealth with purpose, not performance — The Sage Investor - #2 - The Buffett-Inspired Approach to Building Enduring Wealth (C.A.P.I.T.A.L. Strategy) Recommended Resources: Learn more from Brian and listen to past episodes of The Sage Investor Connect with Brian on LinkedIn Are you a high net worth investor with capital to deploy in the next 12 months?Build passive income and wealth by investing in real estate projects alongside Brian and his team!
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    30 分
  • #9 - Assurance of Outcome: How to Design an Investment That Always Performs

    #9 - Assurance of Outcome: How to Design an Investment That Always Performs
    2026/02/18
    Warren Buffett once said, “If you have a really wonderful business, it is very well protected against the vicissitudes of the economy over time and the competition.” I sleep well at night managing hundreds of millions in assets—not because of sleeping pills, hope that interest rates will fall, or because things are working out today. I sleep well because every investment I’ve made has one thing in common—assurance of outcome. When you have it, you know your assets will perform well, you know they’ll be profitable, and you know you’ll get your money back. But most investors are following another strategy—save, hope, and pray markets cooperate. It's fragile, stressful, and entirely dependent on timing. Today, we’re talking about the sixth step in the Sunrise C.A.P.I.T.A.L. Strategy—assurance of outcome. More specifically, how to ensure any investment you make will safely profit, grow in value, and generate durable cash flow that will support your family for generations. It’s how we’ve done hundreds of millions in full-cycle deals, with zero principal loss, and 30+ consecutive quarters of distributions. You’ll learn the four Sage Principles we’ve taken at Sunrise Capital Investors to produce safe, calculable, consistent cash flow, take our chips off the table and “play with house money,” and know, without a shred of doubt, that our assets will perform. Sage Wisdom from Today’s Episode: How we invest to make an infinite return on almost every deal we do Diversifying is killing your returns: why you must stick to one lane and learn it well “Boring” businesses that have made some of the wealthiest investors in history The one thing that preserves your wealth over generations (no matter what happens) Risk vs. uncertainty: you’re planning for entirely the wrong thing when investing — The Sage Investor - #2 - The Buffett-Inspired Approach to Building Enduring Wealth (C.A.P.I.T.A.L. Strategy) Recommended Resources: Learn more from Brian and listen to past episodes of The Sage Investor Connect with Brian on LinkedIn Are you a high net worth investor with capital to deploy in the next 12 months?Build passive income and wealth by investing in real estate projects alongside Brian and his team!
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    25 分
  • #8 - Tax Drag: The Silent Compounding Killer Costing You Millions

    #8 - Tax Drag: The Silent Compounding Killer Costing You Millions
    2026/02/11
    This is costing you millions of dollars—and you don’t even know about it. That’s not a theory or a scare tactic. I’m going to show you today how one simple thing is quite literally costing you seven figures in wealth and adding decades to your timeline for reaching financial freedom. The bright side? It’s easily avoidable, and at Sunrise Capital Investors, we’ve proven this wealth killer can be slain with the right strategy. If you make a high income and are paying hundreds of thousands in taxes, this single episode could change your life. We’re talking about the fifth step in the Sunrise C.A.P.I.T.A.L. Strategy—tax efficiency, more specifically, how you can keep millions more dollars in your pocket and have significantly higher (and more durable) returns. If you’re investing in fix and flip syndications (or performing them yourself), I’ll bet I can prove to you that it’s costing you more than it’s worth, and how the 1031 exchange trap (so often pushed by real estate investing gurus) is slowly killing your returns. I’ll even lay out the three steps Sunrise Capital Investors takes to achieve remarkably tax-efficient returns and give our investors six-figure (pushing seven-figure) “phantom” write-offs. Sage Wisdom from Today’s Episode: How to create hundreds of thousands in paper losses to (legally) avoid taxes The four “friction” costs that prove that “fix and flip” is not worth it How tax drag is costing you millions of dollars over your career The 1031 exchange “trap” that “savvy” investors are falling into Why selling a mobile home park for millions in profit was the worst decision I’ve made Three real steps you can use right now to create huge write-offs, tax-advantaged cash flow, and tax-free cash in your bank — The Sage Investor - #2 - The Buffett-Inspired Approach to Building Enduring Wealth (C.A.P.I.T.A.L. Strategy) Recommended Resources: Learn more from Brian and listen to past episodes of The Sage Investor Connect with Brian on LinkedIn Are you a high net worth investor with capital to deploy in the next 12 months?Build passive income and wealth by investing in real estate projects alongside Brian and his team!
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    31 分
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