Ep 10 Part 2: He Had Money To Invest, But They Wouldn’t Let Him In: Rethinking Who Gets Access to Institutional-Quality Deals

Host Brian Dally continues the conversation with Shawn Muneio of Bequest Asset Management about the FIRE movement’s “cash flow problem,” arguing that many paths to income (like rentals or buying businesses) become another job, while true passive income options are limited and why private credit can help. Muneio explains the “forgotten investors of America”—sharing a story of how he was literally not allowed into the room despite having money to invest, and why it’s always bothered him when non-accredited investors are blocked from alternative investments. Dally and Muneio talk about bringing alternatives to everyone using paths like Regulation A. Both note regulatory compliance can improve products and that even accredited investors are attracted to regulated, stable structures. Muneio says younger investors are drawn to alternatives due to frustration with public markets and desire for connection and impact, then shares growth goals toward $1B AUM, rapid scaling with AI, and rapid-fire investing views, emphasizing diversification across uncorrelated assets. 00:00 FIRE Cash Flow Problem 01:57 Delegating Control for Income 03:52 Forgotten Investors Story 07:19 Regulation Makes Products Better 12:48 Why Alternatives Appeal Now 15:25 Audacious Growth Goals 17:57 Rapid Fire Investing Takes 20:20 Final Lesson and Wrap Up Beyond the Stock Market podcast: https://groundfloor.com/podcast Connect with Brian Dally on LinkedIn: https://www.linkedin.com/in/bdally/ Connect with Shawn Muneio on LinkedIn: https://www.linkedin.com/in/shawn-muneio-92884621/ References: Bequest Asset Management: https://bqfunds.com/ The views and opinions expressed in this podcast are those of the participants and do not constitute investment advice, a solicitation, or an offer to buy or sell any security or financial instrument. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Any return figures or projections discussed are illustrative only and are not guaranteed. Private market investments may be illiquid and are not suitable for all investors. Please consult a qualified financial advisor before making any investment decisions.