281: Investing Well Together Part 2: Growing an Investment Club Into a Private Equity Fund

Last week we took you into the annual meeting of the Morgan and Holmes investment club. This week we take you back into that meeting for the second half where we strategize on how the investment club can get to the next level.

nvestment clubs have been around for over a century, but today, they are driving a powerful movement of wealth-building in the Black community.This week, we’re taking you inside the annual meeting of Morgan and Holmes LLC—an investment club founded in 2019 by a group of Morgan State University alumni. Tune in as these brothers share their journey, breakdown their strategy, and reveal the strange and interesting ways they’ve grown their collective fortune - from vintage purses to hard money loans.

How do you turn calculated risks into long-term wealth? This week, we’re in Phoenix Arizona with a former Baltimore dentist who relocated across the country to acquire his own dental practice. We break down his exact playbook for business ownership, real estate investing, and wealth building. Whether you're a doctor looking to go independent or an aspiring business owner, this story is packed with major keys.

How did a fake 49ers player trick 26 different women into handing over more than $1.3 million? This week we tackle (pun intended) the high-stakes world of modern deception. We break down the intricate design of romance scams, pyramid schemes, email phishing and those accidental text messages you keep receiving. Fraud is a full time job, so this week we lean on Mervin Bourne Esquire for backup — he is a former Assistant US Attorney and Deputy Attorney General and Allan’s God Baby Daddy!

Does the approach of your next birthday make you feel like you’re behind on your financial or life goals? From retirement savings to home ownership, the traditional "milestone timeline" often leaves us feeling like we're falling short.Join us as we dive into Oprah’s "Life Starts at 44" philosophy, and showcase how iconic careers—from Morgan Freeman to top Fortune 500 CEOs—were built well past 30. Plus, Tech Executive Aliah Summers joins the show to share how she navigated single motherhood, a non-traditional career path, and the pivotal "Lexus moment" that changed her financial trajectory forever.

This week, we're heading to Saint Maarten to sit down with an old friend from New Jersey who moved to the Caribbean 20 years ago to completely reimagine his life and career.We unpack a brief history of the island and dive into the real entrepreneurial opportunities waiting for bold Americans.  From acquiring an investment property that doubles as a short-term rental to securing an international job transfer, we break down your best options under the sun.

Last week we gave economic and financial tips and strategies for making the most of these last 2 years in the current presidential administration. This week is very different. We are taking a microscopic look at the negative impact on Black students at PWIs and discussing ideas for revitalizing the Black community.

Andrea is back, and she’s kicking things off with a special announcement you won’t want to miss! Plus, with midterm elections around the corner, we’ve officially reached the halfway mark of the current presidential administration. Regardless of where you stand politically, staying informed on recent policy shifts is essential. Today, we're sharing actionable strategies to help you not just survive, but truly thrive in the years ahead

Poor understanding of the law can cost you money, opportunities, and peace of mind. From commercial leases to foreclosure battles, too many people sign contracts they don’t fully understand — and pay the price later.In this episode, Judge Monique Holaman joins us to break down the legal pitfalls she sees most often in civil court. We talk lawsuits, guardianships, special needs trusts, estate planning, foreclosures, and the everyday legal mistakes people don’t realize they’re making.

We are bringing in a special guest this week to shine some light on common mistakes people make when doing their own taxes and high-level strategies for optimizing your tax situation. Alleson is the Founder of Avere Wealth in Atlanta.