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: Category: podcast
Jun 13, 2016

David Steiner reaches out to Johnny FD about his recent $60k windfall after selling his dropshipping store last month. David as over 22 years of experience in a wide variety of business and information technology environments including over 17 years of SAP, 15 years of SAP Business Warehouse and 3 years of BusinessObjects. In this episode we talk about how to safety plan a retirement portfolio over a 15-20 year period to produce maximum profit.

Contact David – LinkedIn

Roth IRA Potential Return – IRS Government

Gift Tax Issues – IRS Government

SEP Plan FAQ’s – IRS Government

Vanguard Predictions – Spreadsheet

Time Stamp  Topic

(00:03:30)       Obama’s “MY IRA” Plan
(00:06:00)       Paying Taxes on a $60k Paycheck
(00:11:40)       David’s Qualifications and Expertise
(00:14:35)       Moore’s Law with Small Companies
(00:16:45)       Sector Funds with Vanguard
(00:18:00)       S&P 500 and Total Stock Market Index
(00:21:00)       Small Company Index Mutual Funds over 30 Years
(00:24:30)       Equity and Keeping Expenses Low
(00:25:30)       When the Market Drops over 5%
(00:27:45)       Big Risks in Energy Market Funds
(00:29:10)       Fifteen Year Retirement Plan
(00:30:00)       College Financing Options
(00:31:52)       Obama Care – Healthcare Savings
(00:37:50)       Up to $54K in a Tax Deferred Investment
(00:42:00)       Roth and Traditional IRA’s Options
(00:47:00)       SEP Withdrawal Fee’s
(00:51:00)       Turn $50k into $3 Million
(00:58:00)       Certified Financial Planners for Professional Advice
(00:59:00)       Real-estate and Sector Funds with Vanguard

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.

Jun 13, 2016

Stan The Annuity Man, a.k.a. Stan Haithcock, is a nationally recognized expert on annuities known for his transparency, honesty, and endless research. He started out trading millions at the World Trade Center and now 100% of his portfolio is invested in his unique approach to annuities.

In this episode we talk about the low risk options for long term investors that want to know their income stream 20 years from now. We also talk about fixed interest, stock market risks and what you should know before investing your money with other agent companies.

Stan’s Website – Stan The Annuity Man

Stan’s Contact info – http://www.stantheannuityman.com/about-stan-the-annuity-man/contact-us/

Time Stamp Topic
(00:01:00) Worked at World Trade Center
(00:02:00) #1 Annuity Agent in the U.S.
(00:02:19) Contractual Guarantee’s
(00:03:40) Roman History
(00:04:08) P.I.L.L Categories
(00:05:50) Life Insurance
(00:09:23) Fixed Index
(00:13:43) Interest Rates
(00:17:45) Downside Risk Protection
(00:22:00) Texas Creditor Protection
(00:24:00) Lifetime Income Stream
(00:25:00) FDIC Insurance Limit
(00:27:58) Flash Boys Michael Lewis
(00:32:00) Park your Money
(00:34:00) Annuity Risks
(00:37:20) Department of Labor : Fiduciary
(00:38:00) IRS: 1035 Transfer
(00:39:00) Fixed Interest
(00:40:50) Social Security / Pension
(00:42:40) Stock Market

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.

 

Jun 13, 2016

Brian Jimerson, founder of Art of FX learned how to trade foreign exchange currency while homeless and living in his car. It was there while stealing Wi-Fi from Panera Bread he made his first million dollars with FX trading.

In this episode we talk about how ForEx can for everyone, how Sam Marks got 30% returns last year when all of his other returns were flat, and how using leverage will maximum your return on investment. We also talk about the actual time and hard work it requires to make up to 200 trades per day and overcome a loss of $1 Million dollars.

Where are we:

Bangkok, Thailand (Brian’s Penthouse)

What we are drinking:

Johnny Walker Platinum Label 

Relevant links for guest:

Brains Website: Art of FX
Live Trade – Trading View
Wealthfront

Time Stamp Topic
(00:01:18) What is ForEx Trading
(00:01:50) Buy Euro’s with U.S Dollar
(00:04:00) Foreign Currency Exchange
(00:05:00) Tesla Stock
(00:06:01) Commission Sales
(00:07:20) Using Leverage
(00:09:55) Seven TV Screens
(00:10:43) Meeting in Bangkok
(00:12:35) Art of FX Intro
(00:13:40) Homeless
(00:14:01) Making First Million Dollars
(00:15:00) Johnnie Walker Platinum
(00:16:05) VP of Onnit Labs
(00:18:00) Oklahoma National Championship
(00:18:35) Living in Bangkok
(00:23:45) High Risk High Reward
(00:22:25) Losing $1M in 10 Seconds
(00:28:00) Learning Investments
(00:31:07) Leveraging Accounts
(00:33:50) Money Management
(00:36:00) Biggest Trade Ever
(00:36:12) 200 Trades Per Day
(00:37:50) The Dream Client
(00:39:47) Technical Analysis
(00:40:34) Traders Vs. Investors
(00:42:10) Sleeping an Hour a Night
(00:43:30) If I die
(00:44:50) Tesla Stock
(00:46:00) Know when to Fold
(00:47:30) Wolf of Wall Street
(00:49:20) Overcoming a Loss
(00:51:20) ForEx Trading 101
(00:56:35) Gambling with $10k
(01:01:50) Wealthfront Auto Investment
(01:04:05) Profit Shares
(01:05:45) Minimize Risk
(01:08:00) Becoming a Trader
(01:10:15) Personal Investment %
(01:11:11) Oil Industry
(01:13:55) Live Trading

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.

Jun 13, 2016

Just three years ago Johnny FD had less than $1,000 in his bank account. Today his net worth is over $300,000. In this episode, he breaks down exactly how he grew wealth and shares his private investment portfolio. 

Johnny’s First Book – Life Changes Quick
Charles Schwab ATM Card – How to not get F*cked by your Bank when Traveling
Facebook Stock – How I made a ton of Money with FB
How I Invest my money Blog – Six Steps
Wealthfront
Tony Robbin – Money Master of the Game

 

Time Stamps:

10:33 - Tesla Stock

11:28 - Lending Club

20:25 - Vanguard

25:45 - S&P-500

30:07 - Cash Reserve

31:46 - All Seasons Portfolio

35:00 - Buy Orders

41:35 - Wealthfront

59:39 - Money Masters of the game

01:00:00 - The Millionaire Lifestyle

 

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.

Jun 13, 2016

This episode is an overview of what the new Invest Like a Boss Podcast is all about, transparency, new modern day investments, peer to peer lending, firing your financial manager and using robo investing, mastering the investment game and to start it all off, we're talking about where co-host Sam Mark's personally invests his millions.

Sam Marks


Tony Robbins – Money Master of the Game
Sam Marks - imsammarks

Instagram
Nomad Speech 2016 - Building a $100 Million Dollar Company

 

Time Stamp Topic

(04:18)             Peer to Peer Lending
(06:40)             Weathfront
(09:30)             Insurance Annuities
(11:23)             Windfall
(18:56)             Capital Gains
(20:30)             Hard Work / Loyalty
(27:35)             Diversify Mistakes
(29:07)             Home Owners Association
(30:50)             Maintain Wealth
(32:15)             Financial Advisers
(33:08)             Wealthfront
(34:30)             Vanguard
(35:10)             Stronghold
(37:14)             S&P-500
(39:12)             Fixed Income
(43:22)             Multiple Businesses
(44:52)             Up Front Taxes
(45:38)             Selling A Business
(46:40)             Financial Wins
(48:44)             Business / Philanthropy
(50:40)             Stellenbosch South Africa
(54:30)             2016 Nomad Summit Speech

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.

1