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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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Aug 10, 2017

Sarika Batra is the Producer and Director of ‘Meet the Drapers’, the first-ever startup crowdfunding show that features startups pitching 3 generations of Drapers. The twist is that the millions of viewers are the investors!

Sarika will reveal how the show was created and how you can have the opportunity to pitch to the Drapers. She will also discuss the structure of the deals and investments that may be made. Listen to the end to learn what it takes to produce a show of this caliber.

 

Links:

LinkedIn

> If you’re an entrepreneur or startup and would like to apply to be on the show, you can do so in 2 minutes

[Apply here]

 

Where are we:

Sam Marks – Thailand
Johnny FD – Ukraine

 

Discussed:

ILAB 40 – Republic.co: Simplifying Startup Investing for Un-Accredited Investors
ILAB 32 – Indiegogo Co-Founder, Slava Rubin on Equity Crowdfunding

Thank you to the recent donors in our campaign to build playgrounds for orphans in Cambodia. If you’d like to support the cause please join us: Playgrounds 4 orphans

Try FreshBooks Free

 

Books:

Start Here – Recommended readings

 

Time Stamps:

03:24 - Who are the Drapers?
08:30 - Finance and venture capital background
10:30 - First VC in India
11:19 - How the show was created
13:55 - The application process
18:59 - The investment opportunity
20:01 - What to expect from the judges
22:25 - Shark Tank vs. Meet the drapers
25:49 - Pitching the Drapers
29:58 - Form and structure of the investments
31:58 - Producer's production responsibilities
37:13 - How can you watch the show?
43:45 - Beatstars equity crowdfunding

 

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.

Aug 2, 2017

Mike Murgio will explain why Tesla or Ford may be your next investment including how to compare, value, and buy these individual stocks. Find out why Tesla is surpassing Ford in market share and Mike's current view on the equity market and potential crash. You’ll also get an introduction to Bitcoin Cash and understand how cryptocurrency is disrupting the currency industry. Listen to the end to hear some of the Telsa engine types and featured options.

 

Links:

LinkedIn

 

Where are we:

Sam Marks - Thailand
Johnny FD - Ukraine

 

Discussed:

ILAB 38 – Chris Dunn: Bitcoin, Crypto-Currencies, and How to Profit
ILAB 52 – The # 1 Rule of Investing, with Phil Town

Try Freshbooks FREE 

 

Books:

Start Here – Recommended readings

 

Time Stamps:

04:50 - Bitcoin hard fork to cash
07:53 - The problem with cryptocurrency
18:11 - Tesla surpassing Ford in market share
21:45 - Debt, equity, and revenue
29:49 - Enterprise value comparison
40:39 - Debt holder advantages
44:05 - Should you invest?
50:20 - Energy businesses
52:50 - GM bondholders money loss
58:17 - Current view on equity market
1:06:28 - Price earning ratio
1:08:37 - Releasing the first Tesla Model 3
1:11:51 - Disrupting the currency industry
1:14:27 - Predicting the stock market crash
1:18:43 - Is Ford on the way out?
1:21:25 - Tesla engine type options

 

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.

 

Jul 27, 2017

Kirk Du Plessis is the founder of Option Alpha, an online education and coaching platform for investors interested in learning more about the financial markets and derivative options. Kirk is responsible for everything from maintaining the business model, revenue strategies, marketing, strategic partnerships with brokers, writing, design, and website development.

During the show, Kirk will cover options strategies, risk management, trading psychology, option pricing and portfolio allocation. You'll learn how other make this a full-time income including ways to optimize the process. Listen to the end to hear the best trading platforms plus Kirk personal investments.

 

Links:

LinkedIn
Optionalpha.com
Optionalpha.com/toolbox  (Software)

 

Where we are:

Sam - Asia
Johnny FD - Ukraine
Kirk - East Coast USA

 

Discussed:

ILAB 57 – MJ DeMarco – What the Unscripted & Millionaire Fastlane Author Himself Invests In
ILAB 54 – How Anyone Can Retire in 10 Years or Less, with Todd Tresidder

Try Freshbooks Free

 

Books:

Start Here – Recommended readings

 

Time Stamps:

04:35 - Brief background
09:26 - Trading and running OptionAlpha
12:40 - Risks in Forex and options
15:01 - Common options
17:27 - Being a full-time investor
20:54 - Selling option contracts
24:22 - Leveraging methods
30:19 - Generating 6k per month
37:31 - Optimizing through software
42:52 - Win rate preference when trading
47:38 - Best trading platforms
49:51 - Kirk personal investments
56:47 - Buying index funds of VTI

 

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.

Jul 19, 2017

Michael Foster is the Lead Research Analyst for Contrarian Outlook. He is the only analyst in the world who is 100% devoted to CEFs with market caps under $1 billion. Michaels reports are widely read by analysts and portfolio managers at some of the largest hedge funds and investment banks in the world, with trillions of dollars in assets under management.

During the show, Brett Owens talks with Michael on the CEFs to buy with safe dividends and high yields. You’ll learn the difference between Closed End Funds, Mutual Funds, and Exchange Traded Funds including buying at a discount. Sam Marks will share his experience buying CEFs and explain the process.

 

Links:

Contrarianoutlook.com

 

Where are we:

Johnny FD – Ukraine
Sam – Asia

 

Discussed:

Michael’s Articles

> The 9.9% Yields Every Retiree Must Own

> 10 Funds That Crush the Market and Pay up to 9.5%

> Gabelli Equity Income Fund

 

Sam’s Municipal Bond CEFs 

VTN

VPV

IIM

BKN

NAD

 

ILAB 33 – Brett Owens, 3 Recession Proof REITs to Buy Now

 

 

>Try Fresh Books 

 

Books:

Start Here – Recommended Reading

 

Time Stamps:

07:15 - Safe dividends and yields

10:27 - Close end funds, mutual fund, and ETF

14:35 - CEF quantity and discounts

20:51 - Typical investors

27:33 - Types of funds with high payout

41:59 - Buying CEF and municipal bond funds

43:27 - Downsides to CEF

47:32 - Process of buying



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.

Jul 12, 2017

Sam Marks and Johnny FD share their investing updates from the past three months. Listen as Sam explains why he exchanged a half million USD into RMB and how Johnny's Forex account has developed. You'll find out if early retirement is right for you including how Sam and Johnny strive to balance wealth, time, and happiness.

 

Like these investments? Try them with these special ILAB links:

Try ARTofFX – Start a limited account for $10,000 with this link (Unaccredited Investors OK)
Try Fundrise – Invest as little as $1,000 with this link (un-accredited Investors OK)
Try PeerStreet – Geet a 1% yield bump with this link
Try Wealthfront – Get $15,000 managed Free

 

Where are we:

Johnny FD - Ukraine
Sam - Asia

 

Discussed:

ILAB 03 – Foreign Exchange Trading with Brian from Art of FX
ILAB 06 – Invest in Yourself to Startup an Award Winning Brewery
ILAB 07 – Building Hong Kong’s Biggest Self Storage Business

Try Fresh Books for Free 

 

Book:

Start Here – Recommended Reading

 

Time Stamps:

08:11 - Sam’s new investments
12:39 - Johnny’s investment update
15:41 -  Half million exchanged to RMB
24:01 - Forex trading account growth
30:11 - Black Hops Brewery investment
32:39 - Hong Kong self-storage units
36:25 - Early retirement ups and downs
55:45 - What is happiness?
1:00:45 - Current bucket list projects
1:04:51 - The happiest we’ve ever been

 

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.

Jul 5, 2017

Jilliene Helman is the CEO of RealtyMogul, the largest online marketplace for investors to pool money and crowdfund pre-vetted real estate investments. Prior to RealtyMogul, Jilliene served as Vice President at Union Bank, where she spent time in wealth management, finance and risk management. The RealtyMogul team brings over 200 years of collective experience underwriting, managing, and acquiring over $20 billion in real estate across asset classes and markets nationally.

During the show, Jilliene will explain why RealtyMogul has over 125,000 investors and what real estate investing can do for you. You’ll learn about popular cash on cash returns, investing limitations and options including the legal underwriting process. Find out how they’ve returned back over 60 million dollars to their investors.

 

Links:

Realtymogul.com
@JillieneHelman

 

Where are we:

Johnny FD - Kiev, Ukraine
Sam - Chiang Mai, Thailand
Jilliene - LA, California

 

Book:

Start Here – Recommended Reading

 

Time Stamps:

05:04 - Jilliene’s background
08:01 - Defining commercial real estate
10:30 - What a Trump presidency means to commercial real estate
12:35 - When researching platforms to invest on
15:12 - The growth behind RealtyMogul
16:59 - Understanding/ analyzing the market data
19:46 - Daily routine and workload
20:53 - Investor Education
21:56 - Legal underwriting
23:11 - Popular cash on cash returns
24:42 - Investing limitations and options
29:16 - Opening a saving in foreign countries
32:34 - Investing in stocks and real estate

 

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.

Jun 30, 2017

M.C. Laubscher is the CEO of Valhalla Wealth Financial, a company that helps individuals, families, small business owners, professionals & entrepreneurs employ wealth acquisition & financial management strategies for growth. M.C. is also the host of the popular business and investing podcast, Cashflow Ninja. He challenges existing societal belief systems and misinformation on money, saving, investing, wealth, and retirement.

During the show, M.C. will reveal the six pillars he learned after interviewing over 150 successful investors. He will speak on accumulation and the cash flow model including the power of masterminds and mentorship. Listen to the end for the three principles to help build your wealth, happiness & success.

 

Links:

Cashflowninja.com
Valhallawealth.com
@mclaubscher

 

Where are we:

Johnny FD - Ukraine
Sam - Hong Kong
M.C. - Pennsylvania

 

Discussed:

Try FreshBooks Free

Gofundme.com/playgrounds4orphans

Inside: McDonald's | Netflix

160: Sam Marks: How to use Speed & Strategy to Gain a Competitive Advantage

Sam Marks: Building a $100 Million Dollar Company

 

Book:

The Creature from Jekyll Island - G. Edward Griffin

 

Time Stamps:

06:50 - Common myths and misinformation
12:55 - Deferring taxes
15:14 - Accumulation and cash flow model
23:38 - Learning from successful investors
28:41 - Philanthropy
31:22 - M.C’s backstory
38:47 - Masterminds and mentorship
47:50 - Life settlement system
52:00 - Three principles to build wealth, happiness & success
1:05:15 - Explaining life settlement funds
1:08:17 - Institutional risks
1:11:24 - Ukraine money exchange

 

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.

 

Jun 27, 2017

Milind Mehere is the founder and CEO of YieldStreet which is an online marketplace for investing in alternative asset-based loans. 8-20% target returns. 1-3 year terms. Milind has worked for industry-defining companies and personally built and scaled three businesses, one of which, Yodle, was acquired by Web.com for $342 million in 2016. He is a successful tech entrepreneur who created investment opportunities outside the stock market with real collateral and attractive yields.

During the show, Milind explains how you can generate passive income by connecting to asset-based investments with strong returns. You'll learn how the investments are structured, typical duration and investment terms including how pre- and post- settlement financing works. Expect to hear about Milind's personal investment portfolio and how YieldStreet maintains a zero principle loss to investors.

Links:

Yieldstreet.com
LinkedIn
@milindmehere

Where are we:

Milland - New York
Sam - Ireland
Johnny FD - Lviv, Ukraine

Discussed:

Gofundme.com/playgrounds4orphans

Try FreshBooks Free 

Books:

Start Here – Recommended Reading

Time Stamps:

05:53 - Founding vision for YieldStreet
10:26 - Non-Correlated assets
12:07 - Duration and investment terms
15:23 - The safest loans in real estate
16:25 - Rolling maturities
17:09 - Milind personal portfolio
24:47 - Peer to Peer breakdown
27:07 - NBA loans
29:06 - Diversified pre settlement finance portfolio
33:01 - Post settlement funding
35:22 - Sourcing deals
43:03 - Tech/data side of business
46:40 - Maintaining zero principle lost to investors
53:12 - The demand of YieldStreet
1:04:30 - Walking across Ireland

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.

Jun 15, 2017

Jeff Schneider is President & CFO of Royalty Exchange which is an online marketplace where artists can sell a portion of their royalty stream to private investors as a way of raising money. They offer unprecedented flexibility that allows qualified sellers to dictate which the portion of their catalog they wish to sell while retaining full control of their copyrights and continue collecting the royalties they decide to retain.

During the show, Jeff will discuss royalties as an alternative and modern opportunity for unaccredited investors. He will explain ways to get started investing in royalties, provide examples of the kind of music and royalties they sell on their platform including potential annual returns and quarterly payouts.

Links:

Royaltyexchange.com
@royaltyexchange

Where are we:

Denver - Jeff
Berlin - Johnny FD
Ireland - Sam

Discussed:

Gofundme.com/playgrounds4orphans

Book:

Start Here - Recommended Reading

Time Stamps:

03:45 - Finding Royalty Exchange
06:38 - Music, books, patents, & trademark royalties
08:31 - Copyrights explained
11:32 - Guide to buying music royalties
14:47 - Growth over the decades
18:03 - Risks in the industry
19:47 - Investing through the platform explained
24:23 - Predicted projected royalties
28:39 - How to get paid
31:37 - Real Estate vs. royalties
33:32 - Annual returns and quarterly payouts
26:53 - Common types of investors
38:51 - How to get started
40:50 - What is a public performance?
41:50 - YouTube music copy claim
45:21 - Getting paid as an artist
49:12 - Will Johnny FD invest?
51:26 - How to make money with Royalty Exchange
56:28 - Will Sam invest?
58:50 - Walking across Ireland

 

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.

 

Jun 7, 2017

MJ DeMarco is the current founder of Viperion Publishing Corp., a media company focused on online and print content distribution. He also is admin/founder for The Fastlane Forum, the webs' leading destination forum for start-up, finance, and entrepreneurial business discussions. He was the former start-up Founder/CEO of Limos.com, a global ground transportation aggregator and marketplace that he successfully built and grew into a profitable multimillion dollar company, all with no money, no formal training, and with just a few employees. 

Through rigorous years of self-study, countless errors, and failures, MJ cracked the code to wealth and shockingly discovered that it had nothing to do with jobs, 401(k)s, mutual funds, or penny-pinching your life away for 40 years.

During the show, MJ will share his financial roadmap that creates millionaires and gives you control over your financial plan. He’ll reveal his personal investment portfolio and explain how he balances success with happiness. Find out if you should demand the fastlane, take the alternative road-to-wealth, and live rich for a lifetime.

 

Links:

Mjdemarco.com
@MJDeMarco
LinkedIn

Where are we:

Sam & Johnny – Kilkenny Ireland @ The Work Junction Coworking
MJ DeMarco – Phoenix, Arizona

Books:

> (NEW!) UNSCRIPTED: Life, Liberty, and the Pursuit of Entrepreneurship

> The Millionaire FASTLANE

Time Stamps:

04:26 - Writing Millionaire Fastlane
08:01 - The turning point in MJ’s life
10:01 - Is the fast lane for everyone?
11:28 - Mistakes made over time
14:21 - Lamborghinis and road rage
15:10 - Real Estate and homeowners
16:34 - Buying municipal bonds
20:04 - Selling options
26:11 - Arizona state income tax
28:06 - Success and happiness
30:14 - Fast lane, slow lane & sidewalk
40:03 - Making your home a resort
44:25 - Slowlane vs. fastlane

 

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.

 

May 31, 2017

James Altucher is an American hedge fund manager, entrepreneur, bestselling author, venture capitalist, and podcaster. He has started and run more than 20 companies, some of which failed, several of which he sold for large exits. More important, James has been inspiring people by speaking on topics including stress, fear, anxiety, money, and relationships.

During the show, James will share how he quickly lost $15 million, overcame depression and suicide including how he rebuilt his financial wealth and happiness. You'll learn about his strategies for investing in 30 companies and creative process for keeping the perfect work-life balance.

 

Links:

Jamesaltucher.com
@jaltucher

Where are we:

Dublin, Ireland - Sam & Johnny FD
New York - James

Discussed:

The Article Discussed: Facebook Shareholders What Do You Do After You Make a Zillion Dollars
Podcasts: The James Altucher Show & Ask Altucher


Here are a few of our favorite episodes:
Ep. 217 – Tony Robbins: Be Fulfilled: Just Start Asking Yourself These 2 Questions
Ep. 6 – Dr. Wayne Dyer: A Test to See If You Are Ordinary

 

Book:

The Power of Intention - Dr. Wayne W. Dyer
Sapiens - Yuval Noah Harari
Reinvent Yourself - James

Time Stamps:

06:42 - The problem with business hustlers
08:55 - Getting lucky with SkyCig
10:14 - Being better than competitors
14:53 - Being vulnerable through writing
17:50 - Losing 15 million
21:16 - Building websites for companies
23:14 - Overcoming depression and suicide
26:42 - Angel investing in 30 companies
32:14 - Financial wealth and happiness
39:51 - Most intimidating moments
41:27 - Writing down 10 ideas per day
42:45 - Bring laughter into life
47:50 - A life predicated on success
51:10 - Walking across Ireland with a backpack
52:46 - Living a minimalistic life
54:08 - Taking care of 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 2017. All rights reserved. Read our disclaimer here.

May 24, 2017

Mark J. Podolsky (AKA The Land Geek) is widely considered the Country’s most trusted and foremost authority on buying and selling raw, undeveloped land within the United States. He has been actively investing in Real Estate and Raw Land since 2001 and has completed over 5,000 unique transactions. Mark’s company, Frontier Equity Properties, LLC, is an A+ rated BBB real estate company.

During the show, Mark will share how he creates passive income in raw land and discuss the systems and automation in real estate that contributes to his success. He will unfold key benefits of owning raw land, how to find quality property, and ways you can start maximizing your investments today.

 

Links:

Thelandgeek.com
Youtube
@TheLandGeek
Facebook
Linkedin

 

Where are we:

Phoenix, Arizona - Mark
Spain - Sam & Johnny FD

 

Book:

Call me Ted - Ted Turner

 

Time Stamps:

05:18 - Getting into land real estate
07:44 - Tax lien & tax deed investing
09:18 - Getting raw land to cash flow
11:35 - Automating through software
13:20 - How Mark got the name “The Land Geek”
13:44 - Benefits of owning raw land
16:35 - Finding good value property
19:25 - Looking for quality land
23:26 - Before making an offer
26:58 - Protection and liability
30:55 - Common mistakes made
33:28 - Getting a call from the FBI
35:30 - How to get started
37:40 - Mark’s personal investments
40:27 - Buying and selling land
44:10 - Passive property sales

 

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.

 

May 18, 2017

Todd Tresidder is a retired hedge fund manager turned money coach and financial blogger at Financialmentor.com. He became financially independent at age 35 through investing and is still an active investor who earns consistent investment returns in both up and down markets. Todd has successfully helped over 15,000 people jumpstart their financial freedom and plan for early retirement.


During the show, we will explore strategies much different than the traditional methods taught by many other financial experts. Todd will share his thoughts on Robo-advisors like Vanguard and real estate crowdfunding. We’ll also discuss the unknown side of financial independence and the problems you may face once you’ve achieved success.

 

Links:

Financialmentor.com

@Financialmentor

 

Where are we:

Barcelona, Spain - Sam & Johnny FD

Lake Tahoe, Nevada - Todd

 

Discussed:

Article: How Anyone Can Retire in 10 Years or Less

Todd’s Course - 7 steps to 7 figures

 

Book:

Start Here – Recommended readings

 

Time Stamps:

03:14 - Achieving wealth and early retirement

08:09 - Retiring in 10 years

17:17 - Frugality and high savings

23:20 - Real estate and entrepreneurship

24:58 - Foreign real estate

26:46 - Best path to retirement for all individuals

32:31 - Financial freedom with kids

34:46 - Using Robo advisors such as Vanguard

37:06 - Real estate crowdfunding issues

40:40 - Problems once you’ve achieved success

43:10 - Unknown side of financial independence

50:33 - Diversifying and due diligence

53:46 - Passive vs. active investing

56:10 - Preparing for success

56:30 - Fun to hassle ratio



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.

May 10, 2017

Tore Steen is the CEO and Co-founder of CrowdStreet which is a crowdsourcing platform connecting investors with Main Street investment real estate opportunities. Tore is a business leader in the internet and software industries with deep expertise in strategy, business development, sales, and marketing for both publicly traded and private enterprises.


With commercial real estate being the third-biggest asset class in the U.S. Tore will share how CrowdStreet is empowering individual investors by democratizing investment real estate. Tore will talk about technology solutions that provide real estate sponsors with a scalable platform for managing a large investor base. You'll also learn about the potential yields and the opportunities available to non-accredited investors.

 

Links:

Crowdstreet.com

@CrowdStreet

@toresteen



Where are we:

Catalonia Spain - Sam & Johnny

Portland, Oregon - Tore

 

Book:

Start Here – Recommended reading

 

Time Stamps:

02:49 - Beginning of CrowdStreet

06:07 - The leadership team experience

08:36 - Defining commercial real estate

10:07 - Grading the quality of property

11:09 - Terms to familiarize with

14:09 - Demographic trends in the USA

16:57 - Investors circle learning platform

18:29 - Asset profile explanation

23:07 - Average member investment

25:20 - Software solution for developers

28:27 - The vetting process

32:54 - Average returns across the platform

36:09 - Nonaccredited opportunity

40:59 - Passive returns on investment

43:46 - High risk vs. safe ROI

46:21 - Biggest investment mistakes

55:09 - Nonaccredited investors

 

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.

 

 

May 3, 2017

Phil Town is an investor, motivational speaker, hedge fund manager and 2x New York Times best-selling author. Through Rule #1 Investing, he teaches personal investing at a free 3-day workshop where he empowers people to invest money on their own and stop relying on fund managers to determine their financial future. 

Phil started in the U.S special forces and worked as a Grand Canyon river guide up until 1980. He fell into finance in such a unique way and managed to turn $1,000 into over $1 million in just 5 years. Find out how Phil's methods contributed to all of his success in life and investing.

 

Links:

Linkedin
Facebook
@Rule1_Investing

>Phil’s 3-Day Transformational Investing Workshop

 

Where are we:

Barcelona - Sam & Johnny FD
Atlanta - Phil

 

Discussed:

ILAB 50 – Wealthfront CEO Andy Rachleff, Investing the Robo Way

Invested: The Rule #1 Podcast is LIVE. Here Are Episodes 00-03

 

Book:

Start Here 

 

Time Stamps:

03:17 - Serving in the green Barrett
04:17 - Exploring East Coast of United States
08:18 - Rafting guide in the Grand Canyon
09:38 - Making the first million
12:10 - Meditating with family
20:39 - Investing before the internet
26:28 - Modern Portfolio Theory
29:37 - The number one rule of investing
32:53 - Is accessibility to the market bad?
35:55 - Buying in a depressed market
38:31 - Should you play the market crash?
41:56 - The 4 investing principles
42:54 - Learning from people like Warren Buffett
55:23 - Snapchat investing opportunity
1:00:24 - Do you need a financial advisor?
1:05:04 - Risky investment portfolios
1:06:13 - Facebook stock value
1:07:35 - Managing a work-life balance

 

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.

Apr 26, 2017

Peter Hug is the Director of Global Trade at Kitco Metals Inc, which has retail and online departments for trading metals as well as a news division called Kitco News. Peter is one of a handful of experts who have succeeded through multiple bull and bear cycles using skills honed during the dramatic fluctuations of the 1980s. Prior to joining Kitco, Peter served as Senior Vice President at Guardian Trust Company, now a part of Laurentian Bank, which became one of the largest international trading houses for precious metals. 

With equity markets surging, we wanted to hear from Peter on his views of precious metals, where they belong in your investment portfolio and how fed and geo-political variables can affect prices. Peter also shares with us daily operations at Kitco and some interesting insights to the purchasing of physical metals.

Links:

Kitco

Try Fundrise – Invest as little as $1,000 with this link (un-accredited Investors OK)

 

Where are we:

Peter - California

 

Discussed:

ILAB 38 – Chris Dunn: Bitcoin, Crypto-Currencies, and How to Profit

ILAB 21 – Silver Bullion CEO: Why and How to Buy Precious Metals

ILAB 12 – Real Estate Investing with Fundrise CEO Ben Miller

 

Book:

Emergency - Neil Strauss

 

Time Stamps:

03:15 - Peter’s background

04:57 - The face of Kitco

06:48 - Equity market since Trump's election

11:48 - Peter’s personal asset allocation model

12:48 - Should you buy gold?

21:14 - Hong Kong gold crafts

25:11 - Buying gold from the US government

30:10 - Silver and gold % in your portfolio

32:57 - Fed raises rates and inflation

34:50 - Buying mints for liquidity

37:23 - Agnostic gold

39:45 - Highest volume coin in retail store

40:44 - Who buys good delivery bars

42:38 - Johnny’s father is alive because of gold

43:59 - Stealing $20,000 of gold coin

46:06 - Carrying a gold coin in your pocket

49:26 - Trading Cryptocurrencies in the future

50:42 - Investing in precious metals

 

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.

 

Apr 18, 2017

Andy Rachleff is not only a veteran in finance, he is also a pioneer in modern investing. Wealthfront is due more than their fair share of pioneering and innovating Rob-advisors, and helping millions of people start investing in the market in a smarter, more efficient way. At the time of this episode, Wealthfront is managing over $5.5 Billion for all types of investors from beginners to high net worth individuals. Robo-Advisors (or automated investing as Andy prefers to call it) have been sweeping the finance sector making it easy and transparent to invest in the market.

On this episode, we get to tap into Andy’s nearly 4 decades of experience in finance and investing, explore efficiencies in the Wealthfront platform, and see who Robo-Advisors are a good investing instrument for.

 

Links:

Linkedin
@arachleff

>Try WealthfrontGet $15,000 managed Free

Where are we:

South Carolina - Sam
Northern California - Andy
Bali - Johnny FD

Discussed:

If you like vanguard, you’ll love Wealthfront

 

Book:

A Random Walk Down Wall Street - Burton G. Malkiel

Time Stamps:

02:52 - From VC to entrepreneur
05:02 - A tip to outperform the market
06:55 - Financial advisors
08:54 - Choosing fund and ETFs
14:23 - Artificial Intelligence usagexxx20:41 - Three ways you can control the market
25:31 - Time-weighted return vs money weighted return
29:01 - Passive investing
33:05 - Robo-advisors market share
35:02 - Software based auto advisors
39:17 - Is there a future for traditional advisors?
42:30 - Tax loss harvesting
44:50 - Lump sum or dollar cost averaging
46:55 - Time-weighted return vs money weighted return
51:00 - Is Robo-advisory right for you?

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.

Apr 12, 2017

Bryan Ravit is a tenacious, 32-year-old salesman who is mastering the art of the selling. For over a decade, Bryan has been doing sales the hard way, cold calling, and door-2-door. He has continuously developed and refined his skill and used it to bounce back from tough financial situations and thrive, really thrive. He is on track to make $500k this year, with most of that coming in just a 7-month window. Bryan started in sales as just a teenager (and was admittedly not very good) and has since learned how to sell to just about anyone, and anywhere. Drop him in any neighborhood in America and he will end the day several thousand dollars richer. He is as ambitious as he is inspiring, helping all types of people learn how to sell and make their own way by watching him do exactly that.

This episode proves that there are many ways to make money by investing in yourself and developing skills, even when it can be extremely uncomfortable to start. Sales, especially door-2-door have been around for 5000+ years, and it has never been easier to make big $ apply this skill than in modern day.

 

Bryan’s info

(+1) 850-445-8095
Ravit.bryan@gmail.com
Facebook

Vivint Smart Homes

About Vivint
Promo video about the sale position
**Vivint was rated as one of FastCompany’s 2017, 50 most innovative companies

Discussed:

Try FundriseInvest as little as $1,000 with this link (un-accredited Investors OK

Books:

Influence - Robert B. Cialdini
Sell or Be Sold - Grant Cardone
Cashvertising - Drew Eric Whitman

Time Stamps:

04:20 – What makes a good salesman?
06:18 – First sale ever made
09:34 – Overcoming cold call selling
16:50 – Making $45k at Cut Co Cutlery
20:41 – Cold call phone call example
27:26 – Vivint smart homes security
29:08 – Breaking and entering at Sam’s house
33:13 – Choosing clients and fulfilling orders
39:40 – Restricted places for door to door sales
42:55 – Balancing sales and management
44:31 – Sales walkthrough strategy
49:58 – Knowing when to give up
52:28 – Reading body language
53:44 – Getting in trouble with the cops
56:04 – Four characteristics of a good salesman
1:00:20 – Future plans and goals
1:01:30 – Anticipating the real estate market crash
1:04:25 – From zero to $500k per year

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.

Apr 5, 2017

It’s the end of Q1 and Johnny and Sam catch up on all things including investment performance, winners and losers, what their Q2 plans are, and major takeaways from the last 3 months of Invest like a Boss episodes. They also reveal and disclose their personal investments and asset allocations including some investments you may not of known about.

On this episode, you will also hear about which investments of theirs have recently started cash flowing, clarifications and discussions from previous episodes, and their thoughts on early retirement. Each quarter, the two hosts will maintain an episode in this format to formally catch up on all things personal finance and investing related. We hope you find value in this Q1 update from Invest Like a Boss.

 

Like these investments? Try them with these special ILAB links:

Try ARTofFXStart a limited account for $5,000 with this link (Unaccredited Investors OK)
Try FundriseInvest as little as $1,000 with this link (un-accredited Investors OK)
Try PeerStreetGeet a 1% yield bump with this link
Try WealthfrontGet $15,000 managed Free

 

Discussed:

Just bought more facebook stock - Johnny FD Blog Post

Digital Nomad Live Talk

 

Books:

Dotcom Secrets  - Russel Branson
The 10X Rule - Grant Cardone
Rich Dad Poor Dad - Robert Kiyosaki
Infantry Attacks - Erwin Rommel
The Sale of a Lifetime - Harry S. Dent Jr

 

Time Stamps:

02:19 - Learning to surf
06:02 - Retiring at a young age
12:34 - Stocks, bonds, and funds
15:48 - Vanguard quarterly income returns
20:37 - Cash investments
22:40 - Wealthfront updates and accounts
28:22 - Fundrise REIT investment cap
30:36 - Maple Tree & Hong Kong storage
35:50 - Lending Club account value
38:14 - Buying a Maserati with foreign exchange trading
44:19 - Sams asset allocation update
53:04 - Future market crash
55:22 - Buying Tesla & Facebook Stock
58:44 - Investing in our health
1:05:25 - Retire and become a millionaire

 

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 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.

Feb 23, 2017

Ky Trang Ho is the founder of Key Financial Media LLC which produces marketing content for financial service firms and is a regular contributor to the financial column including a recent article that peaked our interest called What You Need to Know About Dividend Investing in 2017. The Forbes article has some interesting insights that are both exciting as an investor and cautionary.

Ky also covers and reviews Shark Tank and had the recent privilege to interview Kevin O’Leary. We sit down to get Ky’s thoughts on the stock market, how to invest in high yielding funds in 2017, and to hear what she personally invests in.

 

Guest Links - Ky Trang Ho

Forbes Contributor -- Investing
KeyFinancialMedia.com
@KyTrangHo
Facebook
LinkedIn

Where are we:

Tahoe, CA - Sam
Los Angeles, CA - Ky
Thailand - Johnny

Discussed:

Ky’s recent article in Forbes
Kevin O’Leary - OShares
Vanguard High Dividend Yield Index Fund

ProShares S&P 500 Dividend Aristocrats

What Ky Invests in:

Fundrise – Invest as little as $1,000
Realty Mogul

Books:

Start Here - Recommended reading

Time Stamps:

02:29 - Key Financial Media
03:18 - Shark Tank
04:20 - Kevin O'Leary
07:14 - Increase your dividends by 5%
09:00 - SMP500 dividend payments
09:50 - Vanguard 4% yield
13:30 - Dow Jones 15,000
15:50 - Dividend paying stock growth
17:30 - Bond market - Donald Trump election
20:00 - High yielding funds
21:21 - Raising interest rates
23:38 - Ky’s portfolio
25:30 - Fundrise investments
29:40 - Realty Mogul REIT
35:00 - Forbes contributors
40:00 - Vanguard small cap stocks
43:20 - Dividend payout
45:30 - Kevin O'Leary investments
48:00 - Recommended readings
51:38 - Sticking to what works
53:30 - Investment hack
55:20 - Stock market crash

 

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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