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The Sage Investor

The Sage Investor

Di: Brian Spear
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A proposito di questo titolo

 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 Economia Finanza personale
Episodi
  • #5 - Add Value: The Most Misunderstood (Yet Crucial) Wealth Multiplier

    #5 - Add Value: The Most Misunderstood (Yet Crucial) Wealth Multiplier
    Jan 20 2026
    Most investors have it completely wrong. Their portfolios run on theory, hope, and speculation—an educated gamble (at best) that they pray will pay off. What if there was a way to ensure your hard-earned capital was put to good use, grew stably, and had such a definitive upside that it’s almost impossible to lose? There’s only one way to do it, and every investor can: Add value. We’ve done it—and continue to do it—on almost every asset we own, creating nearly unbelievable returns and increasing property values by many multiples by doing what most won’t—prioritizing the value we put in, not the value we take out. In this episode, I’m walking through the second pillar of the Sunrise C.A.P.I.T.A.L. strategy, sharing real-world examples of how we created tens of millions in value from simple, tiny, incremental changes. Don’t take my word for it. Buffett’s examples are showcased, too—the billion-dollar “boring” businesses everyone missed, but did one thing right—always added value. If you can learn to truly add value, you can control your destiny and build a legacy in any market. Wisdom of wealth from today’s episode: Our three-lever value-add method that has created tens of millions Warren Buffett’s $40B bet on a business most thought was dying, but just had one of its most profitable years yet The tiny changes you can make today that will produce massive results for your wealth Stop speculating, start participating: the market can’t carry you to worry-free wealth Trading “pain today” for “gain tomorrow” and the fatal mistake that can destroy decades of growth — The Sage Investor - #2 - The Buffett-Inspired Approach to Building Enduring Wealth (C.A.P.I.T.A.L. Strategy) Good to Great Scaling Up How to Make a Few Billion Dollars 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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    35 min
  • #4 - The Cash Flow “Riddle”: If You Solve It, You’re Free for Life

    #4 - The Cash Flow “Riddle”: If You Solve It, You’re Free for Life
    Jan 15 2026
    If you don’t solve the cash flow “riddle,” you will forever be riddled with anxiety. Most multimillionaires think they’ve “made it” because of their high incomes, large nest egg, or vast investment portfolio. But during every downturn, they’re sweating—the anxiety is taking over, and everything seems so fragile that a single recession could destroy decades of hard work. They haven’t solved the cash flow riddle that is the only path to durable financial freedom. Investors have been getting it wrong for centuries, looking at “earnings” or “income” as a sign that a business, or their personal balance sheet, is doing well. Yet, time after time, corporate megaliths fall, billionaires become penniless, and aggressive investors lose everything. In short, they never had durable cash flow—the first step in the C.A.P.I.T.A.L. strategy (https://brianspear.com/how-we-built-a-9-figure-business/). In this episode, I’m breaking down how we have solved the cash flow riddle, so you can reach unshakable financial freedom, too. I’ll give real-world examples of investments we’ve made with tremendous upside on foundations that even hurricanes couldn’t shake, why Buffett, Munger, and Singleton value cash flow far over earnings, and what you can do to solve the riddle and finally reach financial peace. Wisdom of wealth from today’s episode: The cash flow “riddle”: If you can solve it, you’re free for life A true, real-world example of how to make durable, unrelenting cash flow Why free cash flow must come before everything else in investing EBITDA and earnings: Why valuing them often leads to massive financial downfalls Why many NOI-focused syndicators went belly up while cash-flow-first Sunrise Capital (https://sunrisecapitalinvestors.com/register-for-the-deal-room/) never paused distributions The greatest weapon for wealth that will propel your legacy during downturns 00:00 Intro 01:17 The Most Powerful Force for Wealth 03:32 Don't Trust "Earnings" 06:01 Most Investors Are Completely Wrong 09:51 The Cash Flow “Riddle” 14:13 Your Greatest Weapon 17:33 Real Life Example 24:52 This Kills Investors 26:38 Cash Flow ALWAYS Comes First — Hear the Full Episode on the C.A.P.I.T.A.L. Strategy (https://brianspear.com/how-we-built-a-9-figure-business/) Hear Kevin Bupp’s Real Estate Investing for Cash Flow Podcast (https://kevinbupp.com/podcast/) The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success (https://www.amazon.com/Outsiders-Unconventional-Radically-Rational-Blueprint/dp/1422162672) Recommended Resources: Learn more from Brian (https://brianspear.com/) and listen to past episodes of The Sage Investor Connect with Brian (https://www.linkedin.com/in/brian--spear) on LinkedIn Are you a high net worth investor with capital to deploy in the next 12 months? Build passive income and wealth (https://sunrisecapitalinvestors.com/register-for-the-deal-room/) by investing in real estate projects alongside Brian and his team!
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    28 min
  • #2 The Buffett-Inspired Approach to Building Enduring Wealth

    #2 The Buffett-Inspired Approach to Building Enduring Wealth
    Jan 7 2026
    This is the framework for generational wealth—wealth that lasts hundreds of years, grows progressively, is prudently protected, and makes your legacy last over lifetimes. Over the past few years, we’ve seen millionaires lose what they had worked decades to build and watched as capital calls forced investors to hand over tens, if not hundreds, of thousands of dollars they relied on. Now, more than ever, high-net worth individuals are realizing the truth—one bad deal can undo years of disciplined progress. Your wealth feels fragile, but it doesn’t have to. In this episode, I’m unveiling the capital strategy that built us a nine-figure business, has allowed us to achieve over 30 quarters of on-time distributions, and has enabled us to generate millions of dollars in wealth individually for our investors. We’ve combined centuries-old knowledge from the wealthiest families, like the Rockefellers, with the Warren Buffett investment strategy to create a framework that will preserve and grow your wealth for lifetimes. Once you know the C.A.P.I.T.A.L. strategy, you’ll see a clear path toward generational wealth. Wisdom of wealth from today’s episode: The Sunrise C.A.P.I.T.A.L. strategy that built us a nine-figure business Why your wealth feels so fragile—and the key to making it durable The one overlooked asset class Warren Buffett and Sam Zell bet big on How to build a lasting legacy within a single generation (just like Buffett) What every investor must do before taking a calculated risk Why your “long-term investment” isn’t as safe as you think Three ways we “add value” to any investment we buy 00:00 Intro 04:42 Your Wealth Is Fragile 07:26 Centuries-Tested Wealth Wisdom 10:08 The Sunrise CAPITAL Strategy 10:56 C. Cash Flow First 16:25 A. Add Value 20:07 P. Protect the Downside 23:06 I. Invest, Don’t Speculate 26:38 T. Tax-Efficient Structure — Learn More About the Sunrise C.A.P.I.T.A.L. Strategy Recommended Resources: 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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    34 min
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