Most investors want monthly income. Few price the cost of liquidity. That’s why portfolios fail when markets get loud. In this no-BS breakdown with Shana Orczyk Sissel, we get real about alternatives that actually work for real people. We cover private credit and interval funds, what those yields really cost, how redemption terms work, and why structure matters more than the sales story. You’ll learn the difference between smart leverage and dangerous exposure, how to follow incentives, and the exact questions to ask about valuation, administration, and audit before you buy. Then we turn it into a workable checklist: set a liquidity budget, map income needs to structure, verify independence, size positions like an adult, and track taxes and cash flow pace. If you’re serious about adding alts without breaking your plan, this is the playbook. Straight talk. Practical steps. Results that hold up.

Google PodcastsApple PodcastsSpotifyBuzzsproutYouTube From Crisis to Comeback: A CEO’s Journey Through Cancer, Leadership, and Finding Strength in Community The Day Everything Changed Life can change in an instant. For Shana Sissel, CEO of Banrion Capital Management, that moment came in July 2023. What started as a successful year in business quickly turned into an unimaginable…