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Invest Like a Boss

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, Johnny FD & Derek Spartz each took a different path to success as they 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: Page 1
Aug 25, 2016

Joshua Sharp of www.CompleteIRA.com is one of the most highly touted experts in retirement planning and investing. He turns the topic of retirement planning into a very exciting episode by illuminating some modern approaches to investing and growing wealth within tax free structures.

We dive into how Mitt Romney was able to generate $100m in tax free earnings in his IRA, and most importantly navigate some real world examples to give the listeners a shrewd example of how they may consider better structuring their own accounts. If you have ever wonder how IRAs, 401Ks, SEPs and a variety of other structures may be utilized to optimize your retirement savings than this is a great episode for you. We took a lot away from this episode and are making changes in our own retirement planning. 

Relevant links for guest:

www.completeira.com 

For a 15% discount at Complete IRA for Invest Like a Boss listeners go to www.completeira.com/ilab

Where are we: 

Sam – Kiev, Ukraine
Joshua – Portland, Oregon

Additional Links:

Turn $50k into $3 Million with SEP-IRAs – ILAB 05

Time Stamp – Topic:

02:45 – Fundamentals of retirement planning
06:00 – Why retirement accounts are not for everyone
07:30 – 401Ks are a safer structure than IRAs
08:25 – IRA vs 401K fundamentals
14:00 – Investing in yourself for retirement
17:55 – Solo 401Ks for earned income savers
20:00 – Diversifying your retirement accounts
25:35 – Utilizing multiple retirement accounts
31:37 – Traditional vs. ROTH
34:20 – Why traditional accounts may be a gamble
39:25 – Converting traditional funds to a ROTH account
43:50 – Keeping structures simple
45:25 – Will the Government mess with our retirements?
52:40 – A self directed IRA gives you a lot of investing flexibility
1:01:15 – How Mitt Romney grew his IRA to $100m
1:06:30 – Ditch your SEP for a Solo 401K
1:14:00 – Is there a minimum age for retirement plans?
1:21:00 – advice for employees with earned income

If you would like to take advantage of a special offer with Josh for Boss members only please visit: https://completeira.com/ilab/

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.

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