Info

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.
RSS Feed
2017
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June


Categories

All Episodes
Archives
Categories
Now displaying: October, 2016
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

1