Invest Like a Boss – Modern Investing Podcast

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: January, 2017
Jan 25, 2017

Chris Dunn is a world-renowned entrepreneur, investor, and educator. He has unique expertise in crypto-currencies that he developed off a background in day trading.  He uses this powerful medium to profit off trades in Bitcoin and other crypto-currencies as well as direct investments in Fin-tech start-ups. 

Chris joins us from his base in Austin, Texas to give us his perspective on how the average investor may look to play Bitcoin, what the risks are, how to acquire and store digital coins, and what the future may look like. It is an eye-opening episode and a great intro to the new and complicated category of crypto-currencies.


Chris's Links:

Website: Chris Dunn
Company: Skill Incubator
Twitter: @ChrisDunnTV



ILAB 19: Simon Black – Finding Outsized Returns Off the Beaten Path
Crypto-Currency Market Capitalizations: Coin Market Cap



Harry Dent: The Sale of a Lifetime


Show Notes:

03:15 - Skill Incubator
04:30 - Traveling 60+ cities
06:16 - Austin Texas
07:11 - Video Podcasting
08:30 - What is Bitcoin & Cryptocurrencies?
12:03 - Blockchain
12:20 - Value of Bitcoin
15:32 - Invest and save capital
18:18 - Flaws and drawbacks
22:10 - Daily exchange and taxes
25:15 - Making a profit
24:48 - Where to buy
30:47 - Public and private key
35:23 - Coinbase
36:10 - Proper trading
39:13 - First-time investment experience
43:40 - Competitors & market caps
46:24 - Gold & precious metals
50:49 - Johnny’s Bitcoin investment
52:42 - How Sam lost $30,000
55:37 - Tesla downpayment
56:08 - Accepting Bitcoin for digital product
57:25 - Banks, large bills & paper money
1:01:00 - Amazon coin
1:05:42 - Paypal’s rolling reserve


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Copyright 2017. All rights reserved. Read our disclaimer here.

Jan 18, 2017

Dr. Kenyon Meadows is a practicing radiation oncologist and avid investment enthusiast. He is launching a new finance blog called Alternative Financial Medicine and has an upcoming book of the same. The blog focuses on what are called alternative assets. Alternative assets, most broadly defined, are anything other than traditional stocks, bonds, money market and CDs.

After watching his mentor’s investment portfolios get crushed right before this planned retirement, Dr. Meadows decided to take a different approach to investing and is putting his experience and material out there to share with us all. He has invested in dozens of modern investment platforms including P2P lending, Forex, Real Estate Crowd funding, and many others. Dr. Meadows joins us to talk about his experience with these platforms, his investment portfolio, and new investment plans.



Alternative Financial Medicine - Download a free chapter of Dr. Meadows upcoming book free book and check out video interviews with alternative asset experts
Bigger Pockets - Dr. Meadows recommendation for all things real estate investing and a get knowledge base.
Lend Academy  - A great resource for P2P lending recommended by Dr. Meadows


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

Platforms including:

Show Notes:

06:28 – Dr. Meadows background
09:00 – Becoming an investor
10:40 – 2008 market crash
13:01 – REIT investments
16:45 – Lending Club bankruptcy
17:50 – Flipping secured properties
18:45 – Receiving double digit interest
23:10 – Puerto Rican bonds
25:00 – Private lending into physical property
27:13 – Locating property
31:30 – Online lending platforms
34:50 – Debt vs. equity risk
37:00 – Sole lender
38:10 – Reality Shares, Patch of Land & Realty Mogul
38:50 – Automating investments
40:20 – Deals gone bad
45:46 – Short term high-interest loans
48:00 – Earning 7%
50:15 – Non-accredited investors
52:30 – Allocation asset classes
54:50 – 2017 investment plans


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 2017. All rights reserved. Read our disclaimer here.

Jan 11, 2017

Daniel Crosby is a PHD, and Psychologist, and behavioral finance expert who helps organizations understand the intersection of mind and markets. He joins us on this episode to discuss the 10 commandments of investing success he outlines in his New York Times Best-Selling book titled “The Laws of Wealth: Psychology and The Secret to Investing Success”.

In this episode, we learn from Dan’s experience and research while drilling down on finance through the lens of psychology. We also learn about Dr. Crosby’s perspective on the financial advisory industry, where it is going in the future, and how robo-advisors are changing the marketplace.


Twitter: @danielcrosby




Dr. Daniel Crosby: The Laws of Wealth

Robert B. Cialdini - Influence



If you guys are interested in Betterment or Wealthfront (Robo-advisors) you can try them for free with our links below.

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Youtube Video Presentation:



The Ten Commandments:

  1. You control what matters most.
  2. You cannot do this alone.
  3. Trouble is opportunity.
  4. If you’re excited, it’s a bad idea.
  5. You are not special.
  6. Your life is the best benchmark.
  7. Forecasting is for weathermen.
  8. Excess is never permanent.
  9. Diversification means always having to say you’re sorry.
  10. Risk is not a squiggly line.


Show Notes:

05:20 - Apply social science to improve money management
06:40 – Financial advisor’s future
07:20 -  Control what matters most (1)
09:12 – You can not do this alone (2)
14:50 – How to choose a financial advisor
18:37 – Trouble is opportunity (3)
24:30 – Being excited is a bad idea (4)
26:45 – You’re not that special (5)
28:55 – Your life is a bench mark (6)
32:00 – Ease of access to trading
34:20 – Forecasting is for weathermen (7)
38:15 - Diversification means always having to say you’re sorry (9)
39:16 – Excess is never permanent (8)
43:10 – Risk is not a squiggly line (10)
45:01 – Daniels personal portfolio
46:20 – Robo-advisor vs Financial advisor
53:20 – The best investors are the lazy ones
54:40 – Being a better goalie
58:00 – When the stock market crashes
1:03:00 – Sams big secret
1:06:20 – Facebook stock


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 2017. All rights reserved. Read our disclaimer here.

Jan 4, 2017
Dave Siegel is a Financial Advisor from Northwestern Mutual who focuses on holistic Wealth Management and Financial Planning. He joins us together from his office in West Palm Beach, Florida to discuss 14 different asset classes and how inflation may affect each one. Looking to protect your assets from a hyperinflation scenario? We discuss the best investments and ways to hedge against inflation.
Dave's Links:
Recommended Books:
G. Edward Griffin: The Creature from Jekyll Island
Benjamin Graham: The Intelligent Investor
Tonny Robbins: MONEY Master the Game
MJ Demarco: The Millionaire Fastlane
ILAB 34: New Years Resolutions, Goals, Plans for 2017
ILAB 04 – Stan’s Brutally Honest Factual Expertise About Annuities
ILAB 19 – Simon Black – Finding Outsized Returns Off the Beaten Path

Show Notes:

05:00 – Dave’s background
06:30 – Learn your customer's blueprint
09:15 – Maintain your income
12:40 – Scotch
14:05 – Inflation for individuals & government
16:13 – Stocks
18:49 – Bonds
19:22 – Real estate
21:30 – Driving down Palm Beach
23:30 – Charity walk across Ireland
24:30 – Offset the tax burden
25:15 – REIT pros and cons
28:48 – Precious metals
29:50 – Cash and emergency funds
34:00 – Distribution problem
36:00 – How advisors get paid
38:50 – Inflation protection securities
41:20 – Peer to peer loans
42:30 – Annuities and life insurance
50:00 – Brewery success
55:30 – Weight loss
57:15 – Cryptocurrency
59:00 – Sam’s fitness tips
1:00:20 – Rare art, cars, and domain names
1:01:50 – Life insurance
1:11:00 – Johnny’s plan for inflation
1:12:50 – Internet bank
1:14:45 – Christmas in Cuba with no money
1:22:30 – Sam’s Inflation concerns
1:24:35 – Fundrise fixed variables
1:26:40 – Inflation protection options
1:27:50 – Vanguard bond funds
1:29:00 – iTunes 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.