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Invest Like a Boss – Modern Investing Podcast | CEO, Self Made, Millionaire & Investor Interviews

Invest Like a Boss covers all aspects of investing in the modern age in a fun, entertaining way. The show hosts interview the world's best investors, financial Insiders, entrepreneurs and CEOs to find out what they are investing in and strategies to gain outsized returns. In this modern age of investing, new investment instruments are popping up each day, from P-2-P (peer to peer) lending, to robo-advisors, equity crowdfunding to REITS. Investors today need to combine centuries of investment wisdom with an modern outlook and approach. Entrepreneurs Sam Marks and Johnny FD both retired in their early 30’s through business successes and now focus on learning how to invest alongside the listeners in order to put their hard earned money to work.
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Now displaying: 2016
Dec 28, 2016

Johnny and Sam recap an incredible year in 2016, having both traveled to 17 countries they share some of the key takeaways from their experiences. They also discuss their favorite books from 2016 and their resolutions and goals for themselves as well as plans podcast for 2017. It's been an amazing year, thanks to everyone for sharing the journey and supporting Invest Like a Boss this last year.

 

Recommended Books:

MJ DeMarco: The Millionaire Fastlane

Meb Faber: Global Asset Allocation

Yuval Noah Harari - Sapiens: A Brief History of Humankind

G. Edward Griffin: The Creature from Jekyll Island

Dan Buettner: The Blue Zones, Second Edition

Benjamin Graham: The Intelligent Investor

Mike Cernovich: Gorilla Mindset

Grant Cardone: The 10X Rule

 

Discussed:

KoHub Coworking - Koh Lanta

Johnny's article on Sam's walk around Koh Samui
 
Johnny's Article - 17 Country's Visited, 17 Lesson's Learned
 
Sam's Bucket list (crossed out things that he has finished)
 
Make it Happen List: Before 30
 

Show Notes:

02:23 - What’s this episode about
03:15 - 17 countries, 17 lessons learned
04:14 - Texas tax residence
06:15 – Vietnam wedding
07:45 – Tahoe and walking across Ireland
12:00 – Skiing in Bulgaria or Poland
15:00 – Central America retreat
18:30 – Driving around Vietnam
20:35 – Siberia by train
21:15 – Recapping 2016 goals
22:00 – Koh Samui walk
24:50 – Inspiring 10x rule
27:25 – Developing a gorilla mindset
29:01 – Arnold Schwarzenegger biography
30:38 – Paleo blueprint
31:25 – Longest living people in the world
33:45 – Stellenbosch South Africa
35:01 – Sapiens the future of Earth
38:10 – The Creature of Jekyll Island
38:48 – Modern Investing Books
41:21 – Master book reading
44:00 – Invest Like a Boss Podcast goals
50:33 – Thank you!
51:19 – Becoming a millionaire & 6-pack abs
54:30 – Paperwork, quiet time and financial goals
57:00 – 3,000 Co-working spaces around the world
1:00:00 – Black diamond skiing

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

 

Copyright 2016. All rights reserved. Read our disclaimer here.

Dec 21, 2016

Brett Owens is the Chief Investment Strategist of Contrarian Outlook and a regular contributor to Forbes investment column. In the flagship publication the Contrarian Income Report,  their focus is secure yields of 6% or better with price upside. As the name implies, they take a contrarian approach to the markets in order to find value (in the form of secure high yield) where headline-focused investors often miss out.

Brett was recently featured on CNBC Asia where they discussed new infrastructure plays and joined us on the podcasts to do a dedicated episode on REITs after we read his article in Forbes 3 Recession Proof REITs to Buy Now.

Brett's Twitter: https://twitter.com/brettowens

Forbes Article – 3 Recession Proof REITs to Buy Now

 

 

Where are we:

Sam – Playa Del Carmen, Mexico

Brett – Sacramento, California

  

REIT Recommendations:

OHI – Omega Healthcare Investors

SBRA – Sabra Health Care

O - Realty Income

PSA – Public Storage

 

Free Dividend Stock Report: 7 Great Dividend Stocks for a Secure Retirement

 

Recommended Book:

Tonny Robbins - MONEY Master the Game

 

Discussed:

ILAB 12 - Real Estate Investing with Fundrise Ceo Ben Miller

ILAB 07 - Building Hong Kongs Biggest Self Storage Business

 

Show Notes:

04:15 – Californian wine and day trips

06:00 – REIT fundamentals

07:18 – Acquire physical property

11:40 – Recession proof REITS

14:00 – Leverage levels

19:05 – Rising interest

20:30 – Long-term dividend growth

23:31 – When making an investment

26:00 – Getting started

29:01- Reality income

30:35 – Paying monthly dividend

31:45 – Public storage

33:50 – National retail properties

35:35 – Sabra health care

39:31 – Raising interest rate

40:50 – Brett’s personal portfolio

43:00 – Private REIT offering

44:45 – 7 dividend growth stocks

54:22 – IRA & REIT fund changes

57:00 – Capped investing funds

1:01:00 – Buying REITs

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

Dec 14, 2016

Slava Rubin is the co-founder and Chief Business Officer of Indiegogo. Along with his position on the Board, Slava is responsible for innovation and growth at Indiegogo. He also represented the crowdfunding industry at the White House during the signing of the JOBS Act and has played a crucial role in working with the White House and the SEC to finalize the rules and regulations for equity crowdfunding.

Slava joins us on the show to discuss Indiegogo’s new collaboration with MicroVentures and release of “equity crowdfunding”. This is huge news to the industry and game-changing events for investors looking to invest in private deals using the Indiegogo platform.

 

Equity Crowdfunding on Indiegogo

https://equity.indiegogo.com/
https://twitter.com/Indiegogo

Where are we:

Sam – Playa Del Carmen, Mexico
Slava – New York, New York

Discussed:

ILAB 06 - Invest in Yourself to Startup an Award Winning Brewery
ILAB 05 - Planning for Retirement

Show Notes:

06:00 - 4 reasons why people give money
07:37 - Signing the Jobs Act by President Obama
09:20 - Microventures partnership
10:43 - Investor limitations
12:19 - Creating for user base
13:55 - Applying to Indiegogo
15:00 - User participation
16:27 - Paperwork and contracts
16:55 - Tracking companies progress
17:19 - Product offering campaigns
20:00 - Non-accredited and non-US options
23:21 - Investing $300,000 in a startup
25:02 - Yearly Investment cap
27:00 - Crowfall video game
30:00 - ILAB potential startup investment
34:00 - Washington DC women's brewery
35:35 - Play and possible game ball
36:38 - Beatstars social marketplace
41:00 - Simplified Agreement for Future Equity
45:00 - Paperwork, checks and signatures
48:00 - iTunes reviews

If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

Dec 7, 2016

This episode is going to make you stand up or sit down, whatever the opposite is of what you are currently doing. “The Landlord” is famous in Real Estate investing circles. He is the real-life story of Rich Dad Poor Dad mixed with a twist of the hard knock life. Growing up in bad neighborhoods and learning to hustle out of necessity to survive at as early as 14, The Landlord became a master of many crafts, especially in Sales.

His ever-persistent attitude led him in a financial quest into different markets and eventually real estate. Learning a unique angle in acquiring properties, he was able to build a private property empire in 12 months. Through his career in real estate, he has amassed an experience, lessons, and stories that are priceless. This episode is tremendously entertaining and has some big value takeaways. This is the ultimate story of hustle.

 

Where are we:

Budapest, Hungary

 

Recommended (books, subscriptions):

Robert Kiyosaki - Rich Dad Poor Dad

 

Show notes:

01:35 – Introduction to The Landlord

02:45 – Collecting rent in urban areas

06:15 – Selecting security detail

07:15 – Early stories of the Landlord

08:00 – With only a 6th grade education

10:00 – Hustling in the streets

13:25 – Starting his first business

15:30 – Doing a deal with overstock.com

16:20 – Doing the sales calls yourself

17:25 – 10,000 hours of cold calling

20:00 – Getting through to the executives

22:00 – Hustling for the small sales, not just the big ones

23:35 – Transitioning into liquidation sales

27:00 – The Landlord’s first property

30:15 – Real estate auctions

38:00 – Gun shots in low-income neighborhoods

41:15 – Cash flows of properties

46:45 – Managing day to day drama

51:10 – Evicting 2,000+ tenants

54:00 – Scaling the company

 

If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here

 

Nov 30, 2016

A great recap of some of the key learnings of the podcast to date. We dive into 10 investments Johnny and Sam have made recently through the learnings of the podcast. Vanguard, PeerStreet, WealthFront, ArtofFX, Betterment, LendingClub, Drop Shipping stores, Fundrise, physical property, REITs plus few extras are all reviewed, along with opinions, and likes and dislikes of each investment. With 30 episodes under their belt, the guys aim to rebuild their portfolios for 2017.

 

 

Discussed:

ILAB 13 - PeerStreet vs. Lending Club

ILAB 12 - Real Estate Investing with Fundrise CEO Ben Miller

ILAB 03 - Foreign Exchange Trading with Brian from Art of FX

ILAB 15 - Meb Faber on Building The All Seasons Portfolio

ILAB 23 - From $0 to Self Made, How to 300X Your Investment

ILAB 26 - Rob Kall Zero to One : 3 Exits for Over $100m

 

Show Notes:

02:00 - Peerstreet 3-month earnings

05:30 - Loan to value & interest changes

08:20 - Six figure sushi meetup

12:00 - Yielding 11% with Fundrise

14:00 - Fundrise liquidation process

15:15 - Diversifying income and growth REIT’s

19:00 - Uncredited investor options

21:10 - Netting 5.09% adjusted annual return

22:00 - 309 notes with Lending Club

24:00 - Defaulting on loans

25:30 - E-Trade yield ups and downs

26:45 - Senior housing investments

30:00 - Blackberry and Exxon stocks

35:27 - Making $12,000 in investment returns

37:30 - Avoiding tax on short term capital gains

40:00 - 35% returns with Forex trading

48:30 - Sep IRA & Wealthfront

51:00 - Should you invest in bonds?

53:50 - Betterment vs. Wealthfront fees

56:00 - Starting 10 dropship stores

1:03:00 - Nomad Summit 2017 Ted X style

1:05:00 - Owning real estate in Thailand

1:10:00 - Sam’s fitness routine

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

 

Copyright 2016. All rights reserved. Read our disclaimer here.

Nov 23, 2016

Christopher O’Donnell is the Founder and Investment Manager of hedge fund Automatic. Automatic generates risk managed superior returns by using automated trading systems and trading special circumstances. Christopher has reviewed over 6,000 automated trading systems and has developed a proprietary selection criteria for choosing profitable trading systems. Christopher correctly predicted Brexit and Trump’s POTUS victory, and profitably traded both special circumstances. On this episode, we discuss Christopher’s article “Trump Will Win and How To Profit”.  We drill into Christopher’s predictions on Brexit and Trump, trades made to capitalize on Trump’s win and the next big special circumstances event, the Italy Referendum on December 4

On this episode, we discuss Christopher’s article “Trump Will Win and How To Profit”.  We drill into Christopher’s predictions on Brexit and Trump, trades made to capitalize on Trump’s win and the next big special circumstances event, the Italy Referendum on December 4th, 2016.

 

On this episode you’ll hear from Chris himself on:

 - Chris’s trading business and how it's relevant to his   predictions

 - How he predicted Brexit in the past

 - Where he gets is Intel and data

 - How long he had been predicting this election?

 - At what point did he see a definite Trump victory?

 - When and how he positioned his trades

 - How did the trades work out- What is the next big event he will be predicting?

 - What is the next big event he will be predicting?

 

For more about Chris: Christopher O’Donnell is the Founder and Investment Manager of hedge fund Automatic. Automatic generates risk managed superior returns by using automated trading systems and trading special circumstances. Christopher has reviewed over 6,000 automated trading systems and has developed a proprietary selection criteria for choosing profitable trading systems. Christopher correctly predicted Brexit and Trump’s POTUS victory, and profitably traded both special circumstances. On this episode, we discuss Christopher’s article “Trump Will Win and How To Profit”.  We drill into Christopher’s predictions on Brexit and Trump, trades made to capitalize on Trump’s win and the next big special circumstances event, the Italy Referendum on December 4th, 2016.

 

Chris' Links:

Chris’s article “Trump Will Win and How To Profit” 

 

Discussed: 

Brexit the Movie: https://www.youtube.com/watch?v=UTMxfAkxfQ0

 

Show Notes:

03:20 - Starting a British hedge fund

06:00 - Automating coding strategy trading

08:01 - Risk tolerance

10:45 - Predicting Brexit

14:45 - Shy Trump supporters

18:45 - Announcing presidential election

21:01 - Why Chris chose Trump

24:45 - Liberal bias in the mainstream media

28:00 - Making profitable trades

33:00 - NY Times predicts Trumps victory

37:38 - Forex leverage trading USD to Yen

40:30 - Future referendum predictions

46:45 - Real Estate predictions after the election

50:00 - Sailing the Caribbean

51:50 - Wealthfront & VTI investment update

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

Nov 15, 2016

Nav Athwal is the very impressive founder and CEO of RealtyShares, a leading online marketplace for Individual and Institutional Investors to securely invest as little as $5,000 into private real estate investment properties all across the USA. Investments are offered by pre-vetted real estate borrowers and companies looking to raise debt or equity capital for their projects in as little as 10 days.

Nav joins us to discuss why he started RealtyShares and the impressive path of the business from start-up to leader. The real estate investing landscape is changing, giving everyday investors more access to better deals previously only accessible to people in the know. Nav gives us his view on why technology and real estate now make the perfect intersection for investors seeking yield in one of the world’s oldest asset classes, and what the landscape may look like in the future.

 

Relevant links:

Website: https://www.realtyshares.com/

Linkedin: https://www.linkedin.com/in/navathwal

Twitter: https://twitter.com/RealtyShares

*Be sure to also check out the RealtyShares Podcast

 

 

Where are we:

Sam - Punta Cana Dominican Republic
Nav - San Francisco

 

Discussed:

RealtyShares (realtyshares.com) is the leading online marketplace for investing in private real estate deals.  Invest in professionally vetted properties for as little as $5,000 per investment.

You can try it for free with this link: Realtyshares

 

Show Notes:

00:40 - What is RealtyShares?
01:48 - Pinterest and Airbnb startups prior to Realty Shares
03:10 - The best things to do in San Francisco
05:20 - Launching Realty Shares in 2013
07:10 - Raising capital through the platform
11:45 - Debt, equity and diversified real estate
13:30 - Hot markets for yield opportunity
15:30 - Changing the nature of investing and real estate
18:48 - Two limitations to investing through Reality Shares
20:00 - Debt and equity deals process
23:30 - Relying on Sponsorship to manage deals
25:37 - Expected returns within 3-5 years
26:30 - Making your first investment
28:30 - Hitting our funding goal
29:50 - A debt deal case study
34:00 - The future of Reality Shares
36:45 - Investing $1.5 billion in real estate tech startups
40:38 - Tesla stock and venture opportunities
44:55 - 152 page tax return
47:00 - Sam's debt or equity deal
49:36 - Holding index funds, Trumps reaction
55:21 - RealtyShares signup process

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

Nov 8, 2016

Rob Berger is the man behind DoughRoller.net. We’ve appreciated his material over the last year and found his research and content on Robo-advisors particularly pertinent to our recent discussions. Jon Stein came on the show back in episode 22 to discuss Betterment, and we wanted to get Rob’s take on the benefits of Robo-advisors like Wealthfront and Betterment.

On this episode, we compare the top 2 leading Robo-advisor platforms and discuss the pros and cons of tax-loss harvesting, the overall value of this automated feature, and which type of accounts it is most effective in.

Relevant links:

Blog - http://www.doughroller.net/
Linkedin - https://www.linkedin.com/in/bergerra
Twitter - https://twitter.com/Doughroller/media

Where are we:

Sam – Florida
Rob – Virginia
Johnn FD - Chiang Mia

Discussed (relevant links):

Free spreadsheet - A tool Rob uses to track his portfolio performance
Investing in gold and Silver - Buying gold and silver bullion a smart move
ILAB 22 -Betterment Ceo Jon Stein a Decade of Pioneering Robo Advisory
ILAB 15 - Meb Faber on Building the All Seasons Portfolio

Show Notes:

06:00 – Robs Portfolio with Betterment, Wealthfront and Vanguard
08:15 – Life strategy fund vs. target date retirement fund
11:05 – Tax loss harvesting long-term benefits
22:48 – Index fund Low cost passive investing
24:21 – Wealth Front vs. Betterment
27:29 – Rob’s personal investment allocation model
28:50 – Is owning gold and silver a productive asset?
32:50 – Investing in one platform consistently
34:17 – Pricing fees with Wealth Front and Betterment
36:00 – Auto saving money since 18 years’ old
40:00 – Vanguard vs. Robo-advisory
42:00 – Presidential election 2017 Trump vs. Clinton

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

 

Nov 3, 2016

Rob Käll has achieved the real American Dream. He immigrated from Sweden in his early 20’s wanting to become a Rockstar in Miami. But this dream was short-lived and he quickly pivoted into start-ups as a technical talent. Over the course of 10 years, he went on to apply lessons from a failed start-up he was employed at to building 3 businesses and selling them for a total of close to $100 Million.

In this episode, Rob takes us through his path and how the exits came about. We also learn about his perspective and the difference in being a start-up founder and a senior executive for a public company, and key lessons he learned to apply to his businesses that help them become successful where others failed. Uninterested in retiring, Rob has now founded his next company in his new field he is passionate about – Artificial Intelligence.

Rob’s Links

Linkedin - https://www.linkedin.com/in/robertkall
Twitter - https://twitter.com/robertkall

Where are we:

Sam – Florida
Rob – Barcelona, Space

Recommended:

Losing My Virginity – Richard Branson
How To Get Rich – Felix Dennis
Art of the Start – Guy Kawasaki
The 4 Hour Work Week - Tim Ferriss

Discussed:

http://www.cien.ai/ - Rob’s new Artificial Intelligence start-up
https://www.realpage.com/ - Property management software and rental housing management solutions
https://www.coworker.com/ - Find your perfect coworking space in 100+ countries

Show notes:

04:40 - How Rob and Sam met
04:21 - Start up space in Barcelona
06:06 - Becoming a rockstar in the U.S.
07:13 - Coding for a corporate company
11:55 - Starting a real estate technology company
15:35 - Buying the company and creating an exit
16:33 - Working as an Executive at eNeighborhoods
22:20 - Taking the next step towards a CEO
23:40 - Tracking and owning you KPI
24:40 - Building a partnership with Tripadvisor
33:10 - People, Process and Product
34:40 - Advice for aspiring startup entrepreneurs
35:20 - Hiring quality employees
36:40 - Investing in real-estate and coworker.com
39:40 - Dealing with difficult situation
41:40 - Sales Productivity
43:00 - Working in alignment with core values

If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

Oct 26, 2016

Paul Merriman is an internationally recognized authority on mutual funds, index investing, asset allocation modelling and buy-and-hold strategies. He has over 50 years of investing and advising experience and we are stoked to be able to tap into his wealth of knowledge. Although Paul is “retired” he is as busy as ever, educating people of all ages on how to take investment decisions into their own hands. On this killer episode, we discuss one of his books “101 Investment Decisions Guaranteed to Change Your Financial Future” and break it down into the 12 top points. On each point, Paul explains the decision in detail and gives us advice on how to apply this practically to our own portfolios. This is a great episode for all levels of investing experience.

 

Relevant links:

Pauls website - http://paulmerriman.com/

 

Recommended Books:

Paul Merriman - 101 Investment Decisions

Tony Robbins - Money Master of the Game

 

Discussed: 

Five Steps to More Money, Less Risk and More Peace of Mind https://youtu.be/P552ZhCxnrE

 

Time Stamp - Topic:

02:30 - Retirement home in Mexico

09:00 - How Paul started with finance

13:25 - Choosing to save vs. spend

20:26 - Making 16% interest on a CD

23:40 - Long term investing with stocks over bonds

29:40 - One stock vs. many stocks  

33:20 - Stockbroker story selling

34:38 - Investing like a multi-millionaire

37:00 - Thoughts on Tony Robbins Money Master of the Game

40:15 - Personal picks or hire an expert

42:27 - Load funds vs. no-load funds  

48:40 - Operating mutual funds with high expenses vs. low expenses  

54:20 - High taxes, low taxes and no taxes with a Roth IRA / 401k

57:40 - Managing active and passive index funds

59:57 - Total market fund vs. Total market + value and small cap

1:02:30 - Using you select funds or target date funds

1:04:20 - 100% Target date funds vs. target date and adding small cap value

1:08:00 - Do you trust Wall Street, Main Street or University Street academics?

1:13:22 - Are international stocks necessary?

1:15:55 - Financial advisory hiring strategy

1:18:20 - Paul’s future asset allocation model

Oct 10, 2016

Sam Dogen from Financial Samurai is one of the premier bloggers and names in self-made success. His blog www.FinancialSamurai.com provides actionable advice in living responsibly, making smart financial decision, and steps to accumulating wealth for an early retirement. Sam is a guy who transitioned from corporate America, to going out on his own starting with a blog and parlaying his success into other investments to build several income streams. He reached retirement just a few years after at the age of 34, and now enjoys living on the West Coast, playing tennis, and advising FinTech companies. We were pumped to get him on the show to tell his story, his advice, and how he sees the world now being retired in his 30s.

 

Relevant links for guest:

Sam’s Twitter

Sam’s Blog

 

Recommended (books, subscriptions):

Sam Bogen - Financial Samurai: Slicing Through Money's Mysteries

Sam Bogen - How to Engineer Your Layoff eBOOK

 

Discussed (relevant links):

I'm a strong believer in Stealth Wealth! http://www.financialsamurai.com/the-rise-of-stealth-wealth-guide-to-staying-invisible-from-society-rage/

How Much Can You Really Make Blogging For A Living - http://www.financialsamurai.com/blogging-for-a-living-how-much-can-you-really-make-online/ 

How To Build A Stronger Brand For Your Blog Or Career - http://www.financialsamurai.com/how-to-build-a-stronger-brand-for-your-business-blog-and-career/

Investment Strategies For Retirement Based On Modern Portfolio Theory - http://www.financialsamurai.com/investment-strategies-for-retirement-based-on-modern-portfolio-theory/

Never Quit, Get Laid - http://www.financialsamurai.com/dont-get-fired-or-quit-get-laid-off-instead/

 

Time Stamp - Topic:

 

07:40 - The #1 place for digital nomads

11:20 - How Sam retired by 34

15:50 - Investing $3k in the stock market

22:00 - Making $1,200 on a personal blog

26:00 - Quitting a multiple Six figure income

29:30 - Negotiating a severance

30:50 - Working as a full-time blogger

32:00 - Active / passive investments

35:15 - Does $75,000 a year equal optimal happiness?

38:20 - Changing the asset allocation model

46:00 - Thoughts on Robo-advisory

49:50 - Favorite asset class to build wealth

54:15 - Tracking net wealth and income stream

55:30 - Retired life after financial independence

59:40 - Advice to obtain financial freedom

 

If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here

Sep 30, 2016

In this episode we do a much anticipated deep dive into co-host Johnny FD’s personal story on how he got started by investing in himself way before he ever bought REITs or ETFs. Most importantly how he made his first dollar even before what he's already shared. He talks about the life lessons he learned from his parents, his first job and how all of that played a part in preparing him for success. 

 

Relevant links for guest:

JohnnyFD.com

http://antonmethod.com/

 

Where are we:

Sam - Graz Austria

Johnny – Chiang Mai Thailand

 

Recommended (books, subscriptions):

Johnny FD - LifeChangesQuick.com

Johnny FD - 12WeeksinThailand.com

Tim Ferriss – 4 Hour Work Week

 

Discussed (relevant links):

Johnny FD: MVP Hacking - Minimum Viable Product (2016 Nomad Summit) -https://www.youtube.com/watch?v=mi926o5rlFA

Digital Entrepreneur Conference - Nomadsummit.com

Muay Thai Blog - Myfightcamp.com

Broke? Here's How to Start Making Money Online!

 

ILAB 02 – From $1k to Future Millionaire: Johnny FD’s Investments

ILAB 10 – Empire Flipper’s CEO: Investing in profitable, cash flow websites

Sep 23, 2016

Jon Stein is the very popular CEO of Betterment, a platform that is pioneering “Robo-Advisory” and a listener favorite. In fact, the term “Robo-Advisory” was one of the reasons we wanted to start the podcast. When we first heard about Betterment, it was clear a new modern era of technology and investment advice was now available. Aside from the platform itself, we wanted to hear about Jon’s story and why he started Betterment. And a very inspiring one it is. Betterment has been in the works for almost a decade. You’ll be intrigued to hear how and where it got started, and what the future holds. 

Jon’s -  LinkedIn

Betterment account sign up - For every friend who funds, you get 30 days free, and each friend gets 6 months free.

Meb Faber on Building The All Seasons Portfolio - ILAB 15

Money master of the game - Tony Robbins

Time Stamp:

03:00 - Starting Betterment in New York City

05:30 - John’s personal story behind Betterment

11:20 - Launching Techcrunch Disrupt

16:00 - Transitioning away from using financial advisors

18:00 - Staying the course during a decrease in market value

19L50 - Growth and infrastructure over the next few years

22:40 - Active vs. passive - Evidence based

25:00 - Opportunity for international investors

27:00 - Being an emotional or physiological advisor

31:10 - Benefits for active and engaged investors

34:00 - John’s advice to his younger self

34:53 - Sam’s investments in Betterment

38:38 - Two side effects to robo-advisor

44:50 - The downside to Vanguard

49:00 - Removing emotion to prevent a loss

55:00 - Why is Betterment right for you

Sep 14, 2016

Gregor Gregersen is the Founder and CEO of Silver Bullion in Singapore. It’s a state of the art facility that is truly innovating the category through transparency, technology and cost efficiency. If you do nothing else with this episode, checkout the video loop here of the Silver Bullion “Safe House”, you’ll be impressed. Gregor had an interesting experience during the 2008 financial crisis that led him to starting Silver Bullion that is a fascinating story in itself.

On this episode we compare different ways to buy and sell gold, what types of mints and coinages are most common, the comparison of holding physical gold at home or abroad, Singapore as a safe have, and evaluate a few of the systemic risks that face the global today. We also discuss the unique and intriguing P-2-P lending platform that Silver Bullion created where loans are secured by the borrowers precious metals. No matter what your experience in purchasing precious metals has been in the past, there will be something you can take away from this episode.

Relevant links for guest:

Silver Bullion

 

Recommended:

Currency Wars –James Rickards 

Discussed (relevant links):

 

The Safe House (video)
US Gold Confiscation in the USA

Show notes:

02:00 – Why did Gregor get into precious metals business
05:12 – Gold nationalization in Western Nations
05:50 – A history on the gold standard
08:10 – Systemic risks in the global economy
10:30 – Comparing the different ways to buy and sell precious metals
12:50 – What precious metals does Silver Bullion sell
13:50 – Why the name Silver Bullion
14:30 – When did Gregor buy his first piece of bullion
15:55 – Living through the financial crisis as a trader
16:30 – Starting the storage component of Silver Bullion
19:30 – Creating consumer transparency in Silver Bullion
21:00 – Different mints and coinages
23:45 – Gregor’s favorite mint to purchase
26:34 – A 1000 oz bar!
27:35 – Why Singapore as a safe place to store metals
28:37 – Singaporean politics
35:00 – Trust, confidence, and security in Singapore
35:00 – Caning in Singapore!
39:05 – At what point does it make sense to use Silver Bullion
40:45 – Quarterly audits of the inventory
41:45 – Minimum buys at Silver Bullion
42:30 – A walk through the buying process at Silver Bullion
44:50 – Overview of storage capabilities
48:00 – Fees for storage
51:40 – The liquidity in selling gold held at Silver Bullion
53:15 – P-2-P lending through Silver Bullion (Asset backed)
57:05 – Collateralizing the debt in a conservative way
58:20 – Who can lend money on the P-2-P platform
1:01:25 – Who can open accounts with Silver Bullion?
1:04:30 – Shipping the gold overseas from storage
1:03:00 – Summary of owning precious metals and systemic risks
1:03:45 – Where does Gregor invest his money
1:10:40 – See Silver Bullion for yourself!

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

Sep 8, 2016

If you have ever wondered how a start-up goes from a concept to raising venture capital, than you’ll love this episode. Glints, one of Singapore’s hottest start-ups is fortunate to be driving down a the dream start-up path: from finding an early investor, to joining an accelerator programme, to raising a seed round of investing, finally to closing a larger Series A financing round…all while growing their team from the 3 founders to now more than 20 people in Singapore and Indonesia. The Glints co-founders join us on the show and share their grand experience on determining valuations, finding investors, structuring the deals, and raising money.

Glints

Glints.com 

Recommended:

Tesla, Space X and the Quest for a Fantastic Future – Elon Musk

Discussed (relevant links):

The Hub Coworking Space
JFDI Accelerator
Personality Test

 

Show notes:

01:20 – Founders story before starting Glints
01:45 – How Glints was started
05:16 – The early vision for Glints
06:30 – Joining an accelerator
08:30 – Taking their first angel investments
12:30 – Deciding on Ivy league school vs. Glints
13:30 – Dropping out of school in the USA to pursue Glints
15:15 – Demo day
16:25 – Coming up with a valuation for seed round
17:20 – What were you looking for in your early investors?
17:25 – Fundraising advice
18:30 – Finding a lead investor
24:00 – Inside the Glints office
26:00 – Expansion into Indonesia
29:00 – Financial growth + Series A
30:00 – Difference in Seed and Series A investment
32:00 – Increasing my investment in the Series A
35:45 – Entrepreneur to investor
37:40 – VCs vs. Angel Investors
40:00 – How to get involved in the start-up scene
41:50 – Using the Series A funds for expansion 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

Sep 2, 2016

Simon Black is the owner and figurehead of the popular publication Sovereign Man. We have been following Simon’s advice and putting it into practice for years, and had the opportunity to have a conversation with him geared toward investing.

Appropriately labelled “Finding Outsized Returns Off the Beaten Path” this episode focuses on how Simon utilizes his vast world experience (now visited over 120 countries) and enviable network to find investment opportunities around the world. From precious medals & Bitcoin, to agricultural projects and start-ups, Simon is about as well diversified as someone could get and his investment views are shaped through more experience that anyone could hope to obtain in a lifetime… or 2.

Relevant links for guest:

Website – Sovereign Man
YouTube – Sovereign Man HQ
Twitter – The Sovereign Man

Where are we: 

Sam – Lviv, Ukraine
Simon – Santiago, Chile

 Recommended (books, subscriptions): 

Adventure Capitalist – Jim Rogers
Emergency – Neil Strauss

Discussed (relevant links):

August 2016 Income Report – Johnny FD
Peer Street vs. Lending Club – ILAB 13 with Brett Crosby

Time Stamp – Topic:

03:00 – Catch up about Chile
08:25 – Simons annual travel schedule
10:00 – Finding unique opportunities through boots on the ground
12:00 – Jim Rogers’ inspiring travel
14:30 – Simon’s background in Intelligence
15:00 – The importance of personal freedom
17:50 – Simon’s view on owning precious medals
23:05 – Liquidity in physical gold bullion
25:00 – What mint or coinage is the best to acquire?
26:30 – Purchases larger balls vs. smaller coins
28:45 – When do you own too much of something?
29:40 – How to purchase gold around the world
32:15 – Bitcoin vs. precious medals
33:00 – Where to hold Bitcoin
36:15 – Why you may not want to trust your bank
37:15 – Simon’s Sovereign Academy
40:00 – Where does Simon invest his money
41:00 – Why are private businesses great assets to own
44:00 – The power of network and connections
46:00 – The skill of investing
48:25 – Types of businesses Simon likes to invest in
50:30 – Control vs. dependence in business ownership
52:00 – Deal flow and private company management
53:30 – Invest in things you understand
54:45 – How can we invest along side of Simon
56:30 – Do things that make sense no matter what
58:15 – Finding out more about Simon and his investment approach

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

Aug 25, 2016

Joshua Sharp of www.CompleteIRA.com is one of the most highly touted experts in retirement planning and investing. He turns the topic of retirement planning into a very exciting episode by illuminating some modern approaches to investing and growing wealth within tax free structures.

We dive into how Mitt Romney was able to generate $100m in tax free earnings in his IRA, and most importantly navigate some real world examples to give the listeners a shrewd example of how they may consider better structuring their own accounts. If you have ever wonder how IRAs, 401Ks, SEPs and a variety of other structures may be utilized to optimize your retirement savings than this is a great episode for you. We took a lot away from this episode and are making changes in our own retirement planning. 

Relevant links for guest:

www.completeira.com 

For a 15% discount at Complete IRA for Invest Like a Boss listeners go to www.completeira.com/ilab

Where are we: 

Sam – Kiev, Ukraine
Joshua – Portland, Oregon

Additional Links:

Turn $50k into $3 Million with SEP-IRAs – ILAB 05

Time Stamp – Topic:

02:45 – Fundamentals of retirement planning
06:00 – Why retirement accounts are not for everyone
07:30 – 401Ks are a safer structure than IRAs
08:25 – IRA vs 401K fundamentals
14:00 – Investing in yourself for retirement
17:55 – Solo 401Ks for earned income savers
20:00 – Diversifying your retirement accounts
25:35 – Utilizing multiple retirement accounts
31:37 – Traditional vs. ROTH
34:20 – Why traditional accounts may be a gamble
39:25 – Converting traditional funds to a ROTH account
43:50 – Keeping structures simple
45:25 – Will the Government mess with our retirements?
52:40 – A self directed IRA gives you a lot of investing flexibility
1:01:15 – How Mitt Romney grew his IRA to $100m
1:06:30 – Ditch your SEP for a Solo 401K
1:14:00 – Is there a minimum age for retirement plans?
1:21:00 – advice for employees with earned income

If you would like to take advantage of a special offer with Josh for Boss members only please visit: https://completeira.com/ilab/

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

Aug 17, 2016

With 16 amazing episodes under the belt of Invest Like a Boss, Sam and Johnny sit down and discuss the top 12 takeaways and how they have applied this learning to their own investment strategies and overall portfolios.

Some major investment vehicles reviewed in previous episodes include investing in stocks, Peer to Peer Lending, asset allocation models, REIT's, Tony Robbins all seasons portfolio, annuities, and tax free IRA investing. Listen to the end of the episode to hear an update on our current portfolio's and possible future guests on our show.

Where are we:

Odessa, Ukraine

What we are drinking:

Sam – Corona with ¼ lime
Johnny – Beer “Lada brand Bar” 

Recommended:

Timothy Ferriss – The 4 Hour Work Week
Robert T. Kiyosaki – Rich Dad Poor Dad
Mebane Faber – The Intelligent Asset Allocator

Discussed:
Reccomend Investment Platforms & Books – Resources Page
Travel Like a Boss – Ep 125 – Budget Traveling and Bulgaria & Ep 126 – Recorded in No Man’s Land
$25 Amazon gift card instructions – Bonus

Show notes:

(01:30) 1. Investing in stocks long term is not risky e. 16

(03:20) 2. P-2-P works much better when there is an underlying asset e. 13

(05:43) 3. Don’t obsess about asset allocation models, but be disciplined in sticking to it e.15

(08:56) 4. REIT investing is awesome, and low cost models like Fundrise may be the future e.12

(11:07) 5. Investing in yourself is the surest way to make exponential returns e.1, e.2, e.6, e. 7

(14:10) 6. Using leverage can get you rich, and also in a lot of trouble.  e.4, e.7, e. 14

(16:50) 7. Tony Robbins All Seasons – good, but not perfect e.15

(19:27) 8. Annuities can help you sleep at night, AND the grow tax deferred e.4

(22:00) 9. Low cost funds/implementation are more important the optimizing asset allocation e.15, e.16

(25:08) 10. Do not re-balance your portfolio around what is currently working e.15

(27:58) 11. Invest Tax Free for retirement with a Roth IRA e.5

(31:54) 12. The internet holds many untapped investment gems for us to stay close to e. 10  

(34:50)   – Sam’s recent investment activity in REIT’s, Peer Street and Vanguard

(36:14)   – Johnny’s recent small cap stock, Lending Club and Forex investment

(42:20)   – Future guest to be on the show

(42:55)   – iTunes review thank you shout outs

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

Aug 10, 2016

William Bernstein is a financial theorist, neurologist and Best Selling author of several books, including one of our favorites, The Intelligent Asset Allocator. He shows independent investors how to build a diversified portfolio without the help of a financial advisor.

In this episode we talk the possible risk tolerance of an all stock portfolio and what age you should be when investing. We discuss major advantages and disadvantages of lump sum investing over a dollar cost average approach especially over a 12-month period. Lastly the importance of knowing financial history to choose the best time to buy stocks and how it correlates with GDP. Listen to the end to hear Williams advice he would like to give to his younger self and other inspiring investors. 

Relevant links for guest: 

Williams Website – http://www.efficientfrontier.com/

Where are we:

Sam – Bangkok
Bill – Portland, Oregon

Recommended Books:

William Bernstein – The Intelligent Asset Allocator
William Bernstein – The Four Pillars of Investing: Lessons for Building a Winning Portfolio
William Bernstein – A Splendid Exchange: How Trade Shaped the World
William Bernstein – The Investor’s Manifesto: Preparing for Prosperity, Armageddon, and Everything in Between

Discussed (relevant links):

Modern Portfolio Theory – http://www.efficientfrontier.com/ef/996/basics.htm
Efficient Market Hypothesis – http://www.efficientfrontier.com/ef/700/studio54.htm
The Bernstein Portfolio model – http://www.efficientfrontier.com/ef/996/cowards.htm
Do not dollar cost average for more than 12-months – http://www.efficientfrontier.com/ef/997/dca.htm

Time Stamp – Topic:

06:00 – How Bill got into finance
06:45 – A quantitative approach to finance
07:15 – The Intelligent Asset Allocator
08:15 – Modern portfolio theory
10:35 – The Bernstein asset allocation model
11:50 – Dialling up the stock exposure
12:15 – Stocks vs. bonds
13:00 – Risk tolerance
15:00 – Why stocks can be toxic in retirement
16:00 – Buying the basic asset allocation of funds
17:20 – The importance of sticking with an allocation
20:40 – Rebalancing your portfolio
22.15 – Simple vs. highly diversified portfolios
23:00 – Lump Sum investing vs. Dollar Cost Averaging
27:30 – The psychological part of investing
28:32 – Do not dollar cost average for more than 12 months
30:50 – What DCA buys you insurance against
32:00 – The importance of financial history
33:55 – GDP is not always correlated with stock returns
36:00 – What does Bill wish he knew 40 years ago
37:20 – Bill’s advice to young people

 

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Copyright 2016. All rights reserved. Read our disclaimer here.

Aug 2, 2016

Meb Faber is one of our hero’s in Finance. A high energy straight shooter that is highly explorative and analytical. He gave up his skis to catch the surf in Manhattan Beach while co-founding his company Cambria Investments Management. Many of our listeners already follow Meb through his blog, podcasts and many books, and had to chance to catch up with him about modelling an “All Seasons Portfolio”.

Originally introduced by BridgeWater’s Ray Dalio, the investment allocation was once again hyped up in its reintroduction of Tony Robbins new book Money Master the Game. Meb has researched and compared dozens of the most coveted asset allocation models dating back to the early 1900’s and we wanted to see how the All Seasons Portfolio stacked up against others like the Perfect Portfolio, and the 60/40. This episode is perfect for anyone looking to learn how to model a buy and hold portfolio and learn more about how today’s economic environment may give clues to future investment performance.  

Links for Meb:

http://mebfaber.com/
Cambria Investments
Twitter

Where are we:

Sam – Singapore
Meb – Manhattan Beach

Recommended: 

Money Master The Game – Tony Robbins
The Ivy Portfolio – Meb Faber
Global Value – Meb Faber
ShareholderYield – Meb Faber
The Intelligent Asset Allocator – William Bernstein
Triumph for the optimists – Elroy Dimson, Paul Marsh, Mike Staunton
Demographic Cliff – Harry Dent

Discussed:

The Idea Farm
The All Seasons Portfolio – Ray Dalio
David Swenson
Risky Party 160% model – Global Market Portfolio
The Capitalism Distribution (Longboard)
Vanguard
Betterment

Some awesome links to Meb’s content:

Tony Robbins All Season Portfolio
Risk Parity Model (*watch the first video)
Asset Allocation Strategies (*our favorite article)
Global Asset Allocation  (*get Meb’s book free)
Meb’s Podcast

Timp Stamp – Topic: 
09:20 – How Meb got into finance
10:15 – Starting up Cambria
11:00 – 1500 blogs in 5 years
14:00 – Traditional investment advice vs. modern
14:45 – Modelling a portfolio for the future
16:40 – Having an appreciation for history
17:45 – The world’s investment Gurus
19:10 – Comparing 6 great portfolio models
20:45 – Why low cost fees make a huge difference
21:45 – Why buy and hold allocations don’t matter as much
22:50 – Japan’s market was flat for 2 decades
26:22 – Foreign markets are reasonable or really cheap
28:27 – What does risk parity mean?
31:30 – The simple takeaway of risk parity
32:00 – Negative interest rates
32:30 – Will bond rates continue to rise?
33:45 – Why high yield stocks are now dangerous
42:00 – Where REITs stand at the moment
35:00 – How models performed in the inflationary 70’s
36:20 – Reviewing the ALL Seasons Portfolio
37:14 – “Go enjoy your Summer”
38:25 – Being asset class agnostic
39:00 – Home country bias
40:00 – Dollar weighted vs. time weighted returns
41:33 – Advisor value, talking you out of emotional moves
42:25 – Investment timelines
43:40 – Dliving through a bear market
44:45 – Designing a model for the future (Global Market)
45:50 – The Trinity Portfolio
48:40 – What is exciting about Emerging Markets
48:00 – Small Cap growth prospective
50:00 – The capitalism distribution
51:50 – Meb’s opinion on Robo Advisors
53:50 – Robo-Advisors in bear markets
54:45 – Why it’s a great time to be an investor
55:25 – Personal finance vs. investing
56:45 – How about TIPS?
58:55 – WWIII investment planning
60:00 – Final thoughts portfolios for the futures

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

Jul 28, 2016

A deep dive into real estate investing with the host of the Australian Property Podcast, Jonathon Preston. At age 29, JP has already acquired 5 properties in Australia’s hot Real Estate market and is mastering the art of financial leveraging to continue to grow his portfolio. He started with a single 15% down payment on a single property and in only 4 years has been able to use that to scale and generate more and more cash flow.

We dissect his strategy in actionable steps for anyone to take and explore fundamentals of real estate investments including yields, applying for loans, property rights, cash flows, and market intelligence. JP’s story follows the steps outline in one of our favourite books Rich Dad, Poor Dad and is proof that with good execution you can start in real estate from just about nothing and grow your wealth fast.

Relevant links for guest:

JP on LinkedIn
The Australian Property Podcast

Where are we:

JP – Sydney
Sam – Singapore 

Recommended:

Robert Kiyosaki – Rich Dad, Poor Dad
Steve McKnight – From 0 to Financial Freedom: How To Do It Today!
Steve McKnight – From 0 to 130 Properties in 3.5 Years
Steve McKnight – From 0 to Financial Freedom: How To Do It Today
Steve Mcknight – From 0 to 260+ Properties in 7 Years
Steve Mcknight – $1,000 in Property in One Year

Time Stamp – Topic: 

02:45 – How JP got started in property investing
05:20 – Purchasing his first property
06:10 – Leveraging other equity to get a loan
08:00 – Australia property market strength
09:00 – How loan assessments work
12:00 – Qualifying people for loans
13:00 – How JP acquired properties 2, 3, and 4
16:30 – On-going management of the properties
20:00 – Refinancing to make raise more money
21:30 – How JP learned what he knows
23:45 – What happens in a AUS recession?
25:45 – Property acquisition goals
29:00 – What JP looks for in a new property
32:00 – Emerging markets in Asia
33:00 – Rich dad, poor dad
33:45 – Sam’s property investments in Thailand
40:05 – Guarantee 7% return investment properties
41:35 – Property rights AUS vs. Thailand
45:00 – Ownership of Thai properties
50:25 – Carrying costs of properties
53:45 – Our next moves in property investing
57:15 – REIT investing as an alternative
1:01:00 – JPs investment property investing advice
– Play in a market close to home
– Buy something you are familiar with
– Look for scarcity
– Look for an area where incomes have the potential to increase

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

Jul 19, 2016

Interview with PeerStreet's co founder and COO, Brett Crosby which is the Peer-2-Peer lending platform that secures the loans against the borrower’s real estate. PeerStreet is unique in that to date they have never experienced a default, and have loan terms of under 12 months compared to other platforms that have minimums of 3 years. Brett and his Co-Founder Brew Johnson have the perfect background of experience between law, tech, and real-estate. In fact, Brett was the brains behind Google Urchin, which was acquired and became Google Analytics.

In this episode we discuss how the P-2-P lending space is changing, and how technology can enable more efficient deal flow and better lender-borrower matching. Enabled by sophisticated technology, PeerStreet uses Big Data to cross reference over 20 years of submarket data in order to vet and stress test each loan. We also do a deep dive into our 16 loan positions we currently have invested through the platform and what we can expect as an investor. The episode represents a great learning opportunity on the types of modern investing opportunities that we are passionately looking to discover and share.

*since we recorded the podcast, PeerStreet did have to finally file a notice of default on a loan, but still has zero losses to date.

Relevant links for guest:

Twitter
LinkedIn
About the PeerStreet team 

Where are we:

Brett – Manhattan Beach, California
Sam – Singapore 

Recommended:

 Get a 1% yield bump on your first loan with this invite 

Discussed (relevant links):

PeerSteet Explainer Video
PeerStreet website
AlphaFlow

Time Stamp – Topic:

02:45 – Initial investment into Lending Club
08:00 – Pausing automated investing in Lending Club
12:30 – Available investment PeerStreet dashboard
17:00 – Sam’s PeerStreet investment strategy
22:30 – What PeerStreet is
23:45 – About the turmoil in the lending P-2-P lending industry
24:30 – Why PeerStreet is a better asset class than Lending Club
27:20 – PeerStreet advantages over other platforms
28:40 – First lien definition
31:45 – What happens in the case of a default
34:30 – What attracted Sam to PeerStreet
35:15 – Brett’s background at Google
36:15 – Technology enabled advantage
36:30 – How PeerStreet was co-founded
37:15 – What is under the hood of PeerStreet?
39:15 – Vetting loans through technology
40:00 – Using Big Data to stress test loans
41:45 – Peer-2-Peer lending bubbles?
42:00 – Loan to Value ratios
43:00 – Valuing the properties through 3rd parties
44:00 – What markets are hot on PeerStreet?
45:45 – Details on Sam’s account on PeerStreet
48:00 – The beauty of robo-investing
49:30 – How and when yields are paid out
51:10 – Loans through the platform
52:30 – Strategy to utilize on PeerStreet
54:00 – Brett’s recommendation for getting started
59:20 – Ways to find out more about PeerStreet
59:59 – Get in contact with PeerStreet support

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

Jul 15, 2016

Ben Miller is the Co-founder and CEO of one of the hottest new investment products available today – Fundrise. Their platform gives unaccredited investors the opportunity to invest directly in big property deals with as little as $1,000. By being a low cost model and required to pay out 90% of income, their eREIT provides high yielding returns to investors on a quarterly basis.

Ben comes on the show to discuss his 17 years of real estate and tech experience and how the combination of that skills has lead to the creation of Fundrise.  This episode goes into extensive detail around all forms of real estate investing and will appeal to anyone who is interested on the broader category. 

**disclosure, Sam is currently invested in their Growth eREIT

Relevant links for guest: 

Ben’s Twitter http://twitter.com/BenMillerise 

Where are we:

Ben Miller: Washington DC.
Sam: Singapore 

Recommended: 

Rich Dad Poor Dad
Invest in Fundrise with as little as $1,000

Discussed (relevant links):

Vanguard REIT – Senior Property Housing Trust
MAPLE TREE INDUSTRIAL Trust
iShares REIT
JOBS ACT

Time Stamp – Topic:

05:45 – What Fundrise is
06:30 – What is a eREIT?
07:50 – Difference in income REIT and growth REIT
09:00 – Ben’s 17 years of experience in Real Estate
12:30 – Getting great mortgage rates
13:10 – Surviving downturns in property and stock markets
14:30 – The appeal of REITs as a cash flow investment
15:15 – Fundrise vs a public REIT
17:00 – How many properties will the REITs invest in
19:30 – Investment windows for Fundrise
22:30 – FAT built into public REITs
23:00 – Finding high yielding REITs
23:45 – Find properties to add to the eREITs
26:00 – Fundrise vs. big institutions
26:00 – Managing property operators
26:30 – What markets do you find hot?
27:30 – Why being small gives you an advantage
30:00 – REITs paying out 90% of income
32:30 – Investing for non accredited investors
32:45 – The JOBS Act relevance to Fundrise
35:45 – Minimum investments and average investor
38:00 – Can non US citizens invest through Fundrise
40:00 – When do REITs cap out?
42:30 – Appreciate / depreciation potential
44:15 – Valuing the REITs each quarter by a 3rd party
48:20 – What is an ideal length of time to invest in a REIT?
50:30 – Listener questions
53:30 – Owning Fundrise vs. buying an investment property
57:45 – What happens if Fundrise gets nuked
58:05 – Find out more about Fundrise

Invest in Fundrise with as little as $1,000 with this invest

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

Jul 12, 2016

In this episode we provide key solutions from leveraging debt and how to use credit, owning stock, real estate, the purpose of college, the benefit of traveling and most importantly why you should start your very own business. We also discuss the importance of experience and how using an internship and mentor can allow you to learn and network properly to more effectively invest and launch a successful business for yourself today.

Relevant links for guest: 

Boss Lounge
Contact Us

Where are we:

Johnny FD – Berlin Germany
Sam -Singapore

Recommended (books, subscriptions):

Brian Jimmerman For Ex Trading – ILAB 03
Kevin shee REITS  – ILAB 07
Robert Kiyosaki – Rich Dad Poor Dad & Cashflow Quadrant 
MJ DeMarco – Millionaire Fast Lane
George S. Clason – Richest Man in Babylon
Tony Robbins – Master Money the Game

Discussed (relevant links):

$25 Amazon Gift Card Contest

Time Stamp – Topic:

01:00 – Learning financial mistakes from our parents
05:55 – Opening a bank secure credit card at 17
10:30 – Leveraging debt and credit usage
15:18 – Introduction to money and income
17:45 – Tips on investing in real estate
21:50 – Learning expense reports and P&L management
26:00 – Tony Robbins Master the Game review
29:10 – Biggest first investment mistakes
31:50 – Owning Disney stock
36:00 – How we would reinvest $10k at 17 years old
38:00 – Investing in yourself is the greatest investment
43:00 – The value of college internships & mentors
53:00 – Getting arrested 4 times in college
57:50 – Why should you start your business today
1:03:00 – Traveling the world with a purpose
1:06:00 – Earn an income while living your passion

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

 

Jul 8, 2016

Joe Magnotti is the founder and CEO of Empire Flippers. Since they launching a few years ago they have successfully sold several thousand websites over their p-2-p market place. Empire Flippers only sells profitable, cash flowing websites that are typically in the range of $5,000 to $1,000,0000. Joe discusses with us how they set valuations in the marketplace, trending niche categories such as Amazon FBA, and why 40% of the marketplace buyers are repeat customers.

We also take a deep dive into 3 sites currently listed including specifics on revenue, maintenance, and future growth prospects. This episode gives us a unique look into modern investing and is particularly appealing for anyone who is interested in internet commerce.

Relevant links for guest:

Empire Flippers

Website – https://empireflippers.com/
Twitter – https://twitter.com/EmpireFlippers
Facebook: https://www.facebook.com/EmpireFlippers/

Joe Magnotti

Facebook: https://www.facebook.com/magnotti
Linkedin: https://www.linkedin.com/in/josephmagnotti

Where are we:

Sam – Singapore
Joe – Manila, Philippines 

What we are drinking:

Sam – water (nursing hangover from night before)
Joe – San Miguel Light

Recommended (books, subscriptions):

Empire flippers Podcast
MONEY Master the Game

Discussed (relevant links):

AdSense site, Finance niche (investing) been around almost 8 years, making $1,230 a month net – $44,288
Amazon Associates site, sport niche (golf), been around 2 and ½ years making almost $3,200 a month net –$79,790
Service based site delivering a small gift, been around 5 and ½ years making almost $8,200 a month – $237,196
Jon Haver’s site
Website buyer type profiles (which one are you?)
Empire Flippers Valuation Tool
Accredited investor definition
Webfolio Management – Invest in internet business fund
ILAB 02 – Dropshipping
TLAB 115 – Selling my store for $60k
Boss Lounge – Facebook

Show notes:

04:00 – Difference between Dropshipping and Amazon FBA
11:00 – How to find a buyer through a website broker
12:45 – Can you auto pilot your online business
13:30 – Selling my dropshipping business for $60k
24:11 – Intro starts
24:45 – What is Empire Flippers
26:30 – Number of sites sold through Empire Flippers
27:50 – Price range of sites on market place
28:45 – Determining profitability of website cash flows
29:45 – Vetting process
31:00 – Determining multiple and valuation
34:40 – Trending sites right now
36:45 – SaaS valuations
38:20 – Redundancies of sites revenues
41:15 – Seeing thousands of profitable websites
42:00 – Types of buyers in marketplace
44:30 – Getting into Amazon FBA
48:50 – Buying first building a business
49:20 – Determining profitability of the website
50:30 – Repeat buyers
51:50 – Reviewing 3 sites currently for sale
53:00 – Buyer due diligence
54:45 – Setting up process to support the business
54:45 – Starting their internet investment fund
56:30 – Vetting accredited investors
57:00 – Future expansion of the fund
59:30 – The future of Internet commerce

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