Alternative Investing Mastery Series
Access Replay for Session 77:
What to Do When You Receive a Large Windfall: Investing, Taxes, & Asset Protection Strategies
Don’t Miss This Replay
Learn from some of the biggest names in investing about how you can win with this downturn.
What You’ll Learn In This Replay
What to do first after a large windfall to protect your principal and avoid common pitfalls
How to park cash safely while you build a plan
The biggest tax mistakes and how to avoid them
How to turn a one-time windfall into long-term passive income
A simple framework for balancing income, growth, and liquidity needs while managing risk
Live Q&A to Give You the Answers You Need
Upcoming Sessions
June 17th - What to Do When You Receive a Large Windfall: Investing, Taxes, & Asset Protection Strategies
July 1st - Celebrating Financial Independence: Real Stories from Our Investor Community
Date TBD - More to be announced
Meet Your Presenters
Patrick Grimes
CEO/Founder, Passive Investing Mastery: Diversified Litigation Portfolio, Diversified Medical Receivables Portfolio, Recessionary Acquisitions Fund, Recessionary Income Fund, PIM Rapid Lending
Patrick’s portfolio is diversified across energy, litigation finance, medical receivables, commercial lending, and acquisitions, including retail, industrial, and thousands of apartment units. He has developed a range of diversified passive investments focused on growth and cash flow. He speaks on stages nationally, co-authored Amazon #1 best-sellers 'Lesson From Thought Leaders,' and 'Pivotal Leadership,' also an e-book Barnes & Noble #1 Best-Seller, and is a member of the Forbes Business Council, contributing articles on investing and commercial real estate.
For investors who want recession-aware, low-correlation alternatives to traditional markets, Patrick offers four core strategies: (1) PIM’s Diversified Litigation Finance Portfolio, built to provide investors with non-correlated growth by funding a diversified pool of lawsuits through contingency-fee law firms; (2) PIM’s Medical Receivables Portfolio, for investors seeking non-correlated cash flow and growth through financing medical practices’ accounts receivable—billed claims for services already rendered. Patrick also offers two commercial real estate funds, both capitalizing on the downturn in commercial real estate: (3) an Acquisitions Fund, targeting growth through opportunistic property acquisitions, and (4) an Income Fund, targeting stable cash flow through a diversified portfolio of commercial real estate loans.
Patrick holds a BS in Mechanical Engineering and both an MBA and MS in Engineering from San Jose State University. An avid adventurer, he resides in Honolulu, Hawaii.
Carl Fischer
Co-Founder, CAMA Self-Directed IRA, LLC
Carl Fischer is a Cornell University graduate and third-generation real estate developer. Carl began his investing career in the 1970s when he was employed as a rocket scientist at Kennedy Space Center in Cape Canaveral, Florida. He is presently one of the founders and principals of CAMA Self-Directed IRA, LLC (dba CamaPlan). CamaPlan is a national company headquartered in Ambler, PA.
Carl has implemented plans and managed millions of dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages. He has increased his net worth and controlled many endeavors with the self-direction tools available. In addition to his hands-on experience, he has spoken to many groups, including real estate investors and brokers, CPAs, financial advisors, and mortgage professionals, about the power and possibilities of IRA, 401(k), and qualified plan self-direction. He invests in PA, NJ, NY, FL, NC, and WI.
Carl’s unique background, education, experience, and empirical knowledge relating to business, finance, technical requirements, scheduling, and overall management make him a key element in the success of his clients in controlling their own financial future.
Buck Joffrey
Physician and Podcast Host of Wealth Formula Podcast
Buck Joffrey, MD, is a surgeon turned serial entrepreneur, real estate investor, and financial educator with over $2 billion in real estate transactions. After completing his surgical training at the University of California, San Francisco, Buck quickly transitioned from medicine to entrepreneurship, building multiple businesses across the real estate, internet, and health sectors.
He is the host of the highly regarded Wealth Formula Podcast, a platform dedicated to empowering high-income professionals with actionable financial education and alternative investment strategies. Buck is also the #1 international best-selling author of 7 Secrets of Eternal Wealth, where he outlines the timeless principles that have helped professionals escape the rat race and achieve true financial freedom.
His mission is to help others build lasting wealth through entrepreneurship, cash flow investing, and a mindset shift away from traditional Wall Street paradigms.
Chris Miles
Founder, Anti-Financial Advisor, Infinite Banking Expert, & Podcast Host of Money Ripples
Chris Miles is the Cash Flow Expert and unapologetic Anti-Financial Advisor who helps high-income earners break free from the grind and achieve financial freedom—without gambling on Wall Street. Disillusioned by the broken financial industry, Chris built multiple streams of passive income and retired—twice—before 40. As founder of Money Ripples, author of Work Optional Blueprint, and host of the top-rated Money Ripples Podcast, he has helped clients create over $300 million in immediate cash flow and long-term passive income. Featured in CNN Money, BiggerPockets, and Entrepreneurs on Fire, Chris reveals how to stop working for money—and start living free, wealthy, and abundant.