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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: March, 2017
Mar 29, 2017

Bryce Leo is the 31-year-old owner of Crush Empire, which specializes in online prep courses for advanced education exams. Bryce has a classic hustler story grounded on investing in himself, and one that has evolved quickly over the last 5 years. What makes Bryce so unique is that he started where so many people have been before, out of school with a degree and good career lined up (CPA) and decided to abandon it all to invest in his future and work to live life on his own terms. Most impressive though, is how he is continuously making the decision to reinvest everything back into himself and his business in an attempt to outpace competition and truly innovate in the field.

While he had made enough money to retire in his 20’s as only an affiliate, he continues to shoulder more risk and push the limits into new verticals. Where others would get complement with their blossoming earnings, he has scaled his income to now over 6 figures of monthly income. Bryce has an inspiring story that anyone who is interested or already involved in online business should hear. Listen to his full story in this new episode titled CPA to Self-Made, Bryce Leo’s Multi-Million Dollar Crush Empire.

 

Links:

Website

Linkedin

@CRUSHtheCPA

 

Clean up Your Inbox Now - SaneBox

 

Books:

Call me Ted - Ted Turner
Outliers – Malcolm Gladwell
The 10X Rule - Grant Cardone

Start Here – Recommended reading


Time Stamps:

04:14 – Building a positive work environment
08:45 – DC BKK network
11:45 – Working as a CPA
14:41 – Affiliate marketing niches
18:40 – Making $1,000 a month in Bangkok
27:38 – SEO case studies
35:48 – Affiliate programs growth
44:00 – Virtual reality learning
48:00 – Split testing
52:00 – The future of online education
57:45 – Investing in yourself
1:04:01 – Conferences networking
1:10:20 – Choosing a niche

 

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.

 

Mar 22, 2017

Lief Simon is the boss over at Offshore Living Letter, which produces publications and offers services to help people internationalize oneself and their financial interests. He has lived in several foreign countries himself and put his good word to practice in internationalizing his life and assets. There are various reasons individuals should consider planting flags overseas and Lief sits down with us to discuss why it is important.

We go into detail on which flag with actionable steps individuals can take to get started on each. Banking, Residency, Citizenship, Asset Protection, and Business Incorporation round out the 5 flags. While internationalizing oneself is not immediately on the minds of everyone, it's important to understand what situations may arise now or in the future that may provide personal and financial benefits to taking active steps. Listen to this full episode for an introductory to Flag Theory with Lief Simon.

 

Links:

Live and Invest Overseas
@LiveandInvest


Offshore Living Letter
@OffshoreLetter

>Sign Up for their free newsletter


Where are we:

Panama - Lief Simon
San Diego, CA - Sam
Bali, Indonesia - Johnny FD


Discussed:

Simon Black – Finding Outsized Returns Off the Beaten Path - ILAB 19
Building the Crash Proof Retirement System with Phil Cannella - ILAB 44 
Stan’s Brutally Honest Factual Expertise About Annuities - ILAB 04


Books:

Start Here – Recommended reading
 

Time Stamps:

02:19 - Traveling the world
03:14-  Offshore living letter
04:45 - Flag theory overview
06:00 - Internet security
07:00 - Bitcoin FBI investigation
07:45 - Offshore banking
15:52 - Foreign residency
18:10 - Best countries for a second residency
22:00 - Tax treaties
26:30 - Citizenship benefits
37:20 - Protecting your assets
41:00 - US based asset held in offshore trust
44:00 - Overseas business incorporation
51:40 - Global conferences
57:34 - Spending money in SE Asia
59:15 - renouncing US citizenship
1:00:49 - Tax exclusion
1:02:29 - Thai elite residency
1:08:56 - Foreign country possibilities
1:14:40 - Opening a company in Belize
1:16:45 - Spending money with no tax
1:19:00 - Protecting our assets

 

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.

Mar 15, 2017

Dan Egan is the Director of Behavioral Finance and Investments at Betterment. He has spent his career using behavioral finance to help people make better financial and investment decisions. Dan is a published author of multiple publications related to behavioral economics.

We were fascinated at the prospects of how technology and psychology may be blended to help us as investors make better decisions, and in many ways, make fewer decisions. Dan joins us to talk about his background in the field, analysis of mountains of behavioral data, and how Betterment is optimizing their platform around a very important part of investing – human emotions.

Links:

Website
Linkedin
@daniel_egan
Betterment archives for Dan Egan

> Try Betterment for 6 Months Free with this link

Discussed:

Betterment CEO Jon Stein: A Decade of Pioneering Robo Advisory - ILAB 22

Sam Mark’s Personal Millions and Show Introduction - ILAB 01
From $1k to Future Millionaire: Johnny FD’s Investments - ILAB 02
From $0 to Self Made, How to 300X Your Investment - ILAB26

Time Stamps:

03:53 - Beginning in behavioral finance
06:50 - Stock market crash
10:20 - Altering decisions from emotion
14:20 - Personality traits for investing
19:00 - Tax impact preview
23:30 - Conservative and liberal taxpayers
26:00 - Buy and hold vs. active manager
28:00 - Getting hired at Betterment
31:00 - The Betterment team
34:44 - Design and user experience
38:00 - Recession and market crisis plan
43:28 - Marketing timing and dips
46:22 - Internal growth vs. the competition
51:20 - Call in advisor service
56:10 - Making quick emotional decisions
59:30 - Anticipating the next downturn
1:00:30 - Investing in yourself
1:06:00 - Surfing in Bali & skiing in Tahoe
1:06:40 - Betterment vs. other Robo-advisors

 

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.

 

Mar 8, 2017

Phil Cannella is the founder and creator of The Crash Proof Retirement System. The Crash Proof System was born in the ashes of the financial collapse of 2000 and developed to bring consumers a strategy that guarantees preservation of principle while still achieving adequate growth. Phil has been in the insurance industry for a whopping 41 years and got his start and success through endless hard work and hustle, which included nearly a decade of door-to-door sales.

Over the course of his career, he has interviewed some of the top financial and political insiders in the world and seen just about everything on Wall Street. We sit down for a rare and extended interview with Phil to get his take on the world markets, investing, work ethic, and of course retirement planning.

 

Links:

Website
Facebook
@PhillipCannella

Phil's bio video

Educational Event Teaser
WPHT Philadelphia
WFTL South Florida

-Crash proof retire events

 

Discussed:

Video Testimonials

Video of SEC Interview - Playlist

Audio file of Jim Cramer

Stan’s Brutally Honest Factual Expertise About Annuities - ILAB 4

 

Time Stamps:

06:23 - World financial crisis
22:10 - $2.8 billion debt crash
30:10 - Insurance industry
33:40 - Fixed annuities
36:20 - ADHD & dyslexia
41:01 - Publically humiliated
45:04 - Pharmaceutical drugs
48:55 - Recession proof investment
54:10 - Annuity growth
1:00:38 - Insurance companies vs. banks
1:15:20 - Life insurance firewalls
1:18:20 - B++ bonds
1:22:10 - Safety nets
1:25:10 - Guaranteed renewable contract
1:37:10 - How to find success
1:40:30 - Crashproof educational process
1:48:48 - Tax-free legacy
1:54:53 - Demographics for fixed index annuities
2:05:30 - Investing in life insurance
2:10:17 - Are fixed rate annuities right for you?
2:12:00 - Greece’s debt
2:12:50 - Education, research, and network
2:14:00 - Interest rates and fees

 

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.

Mar 1, 2017

Kendall Davis is the All-Star Director of Investments at Fundrise and based in Washington D.C. Since Episode 13 with their CEO Ben Miller, we have made multiple new investments into the Fundrise eREITS. As with other modern investment products, new questions are constantly popping up around the structure of the investment, how it works, and what to expect. Previously, Kendall had fielded several of our questions and helped us grow confidence in our investment selections.

We were excited to have her on this new episode to answer a fresh batch of listener submitted questions including some of our own. In addition, Fundrise just announced their own IPO and Kendall discussed what this means for investors and their company.

 

Links:

Linkedin
@KendallDavisDC
contact@fundrise.com
investments@fundrise.com

Discussed:

Real Estate Investing with Fundrise CEO Ben Miller - ILAB 12
What You Need to Know About Dividend Investing in 2017 - ILAB 42

Time Stamps:

04:39 - Growth REIT pay off
09:40 - Dividend distribution
13:10 - Providing equitable access
15:50 - Choosing a REIT to invest in
19:40 - Tax consequences
21:50 - Tracking the value of assets
26:55 - Unrelated fundamental factors
28:35 - Borning annuities
29:50 - Holding regional funds
32:32 - Fixed rate of return
34:20 - Liquidity options
38:18 - IPO
43:10 - Support Q&A
45:50 - Blocked Paypal account
48:01 - Johnny & Sam’s REIT investment
51:50 - Fundrise service perks
55:10 - IPO details

 

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.

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