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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: October, 2018
Oct 31, 2018

Explore the future of money with Sam Marks and Brian Whorley, found of Paytient, an innovative startup that is improving access to affordable healthcare.

The Money2020 Conference is where leaders, innovators, and disruptors unite to drive change and revolutionize the future of money. It’s a 4-day experience that facilitates the right conversations and insightful learnings, leaving you inspired and equipped to reach your goals.

Although tickets could have been up to $5,000 you’ll gain insights from Sam and Brians perspective on the ways our market is revolutionizing the future of money. Expect to hear key takeaways of their experience from JP Morgan’s after part to conversations with super high-level thought leaders. Listen to the end for ways to cover unplanned out-of-pocket healthcare expenses.

 

Where we are:

  • Johnny FD: Bali, Indonesia
  • Sam Marks: San Diego, California

 

Discussed:

 

Recommended:

  • Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK)
  • ArtofFX – Start with just a $25,000 account
  • RealtyShares – Try it free
  • Wealthfront – Get your first $15,000 managed free
  • Betterment – Get up to 1 year managed free
  • PeerStreet – Get a 1% yield bump on your first loan
  • Traveling Mailbox – Get 5% off subscriptions with ‘ILAB’ promo code

 

Time Stamps:

  • 00:38 - Recharging your battery and resetting your life
  • 08:40 - The worst conference Sam has ever been to
  • 11:39 - JP Morgan’s after party + MORE
  • 17:23 - Las Vegas people, landscape, and experience
  • 20:23 - How to get the most out of a conference
  • 22:00 - Bitcoin Miami & Money 20/20 takeaways
  • 23:54 - “People consuming financial services in a healthy way are better customers” - Brian Whorley
  • 26:04 - Understanding Fin Tech and bank announcements
  • 32:21 - Virtual card use cases
  • 38:50 - The payment race across the USA
  • 45:17 - Terrible Miami Dade weed gummy experience
  • 47:21 - Alarming statistics about US healthcare ‘system’
  • 55:45 - Paytient’s 30-second elevator pitch
  • 01:06:41 - Tony Robbins Date with Destiny Conference
  • 01:08:46 - Las Vegas conference and environment experience
  • 01:13:22 - iTunes review

 

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 2018. All rights reserved. Read our disclaimer here.

 

 

Oct 22, 2018

Sam Marks & Johnny FD are back for another quarterly update on their finances, investments, and personal portfolio.

During the episode, co-hosts Sam & Johnny talk about the downturn of this quarter in the stock market and the implications it brings. They gave comments on each investment they ventured in that has been significantly affected by this fall. Also, they share their new investments for this quarter and their plans for the upcoming one.

 

Where we are:

  • Sam - South Carolina
  • Johnny - Chiang Mai

 

Recommended:

  • Fundrise – start with only $1,000 into their REIT funds (non-accredited investors OK)
  • ArtofFX – start with just a $25,000 account
  • RealtyShares – try it free
  • Wealthfront – get your first $15,000 managed free
  • Betterment – get up to 1 year managed free
  • PeerStreet – get a 1% yield bump on your first loan
  • Traveling Mailbox – get 5% off subscriptions with ‘ILAB’ promo code

 

Time Stamps:

  • 07:06 – The downturn of cryptocurrency
  • 08:00 – Oil, Gold, or Bitcoin?
  • 13:19 – Their investments in crypto
  • 14:24 – Significant downfall in the stock market
  • 16:05 – Review on ArtofFX
  • 18:05 – Upsides of PeerStreet
  • 22:59 – Why invest in Fundrise?
  • 26:21 – New Investments this Quarter
  • 32:16 – Life’s Goals
  • 43:59 – Sam’s new Dropshipping Store
  • 47:40 – Recap for the Quarter
  • 56:29 – Plans for the upcoming Quarter

 

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.

Oct 12, 2018

Kevin She is the owner of SC Storage, Hong Kong's leading low-cost self-storage provider with over 60 convenient locations in Hong Kong and Macau, and more than 18,000 self-storage units. He started his self-storage business 18 years ago and has consistently grown in locations and customers. When it comes to self-storage, he is the king!

On this episode, Kevin reveals the step-by-step process of setting up a self-storage facility - from choosing the location to promoting the business. He explains the fundamentals of self-storage and why it is a perfect real estate investment scheme. This discussion teaches entrepreneurs some tips and strategies on how to build a million dollar business, self-storage or not.

 

Where we are:

  • Johnny - Chiang Mai
  • Sam & Kevin - Iceland

 

Links:

 

Recommended:

  • ArtofFX – start with just a $10,000 account (reduced from $25,000)
  • Fundrise – start with only $1,000 into their REIT funds (non-accredited investors OK)
  • RealtyShares – try it free
  • Wealthfront – get your first $15,000 managed free
  • Betterment – get up to 1 year managed free
  • PeerStreet – get a 1% yield bump on your first loan
  • Traveling Mailbox - get 5% off subscriptions with 'ILAB' promo code

 

Time Stamps:

  • 13:24 – Kevin She’s Background
  • 13:54 – The Process of Setting up Self-storage
  • 17:01 – The Building Formula
  • 21:06 – The Renovation Process
  • 23:20 – Real Estate Hack
  • 25:20 – System Input & Customer Access
  • 31:52 – Marketing Strategies to fill-up these Storages
  • 36:53 – Cap Rates for Self-storage
  • 38:34 – Self-storage business competitions
  • 40:04 – Billing defaults & late fees
  • 44:57 – Possible disruptions on self-storage businesses
  • 47:01 – When storage owners become unreachable
  • 51:56 – Countries with good self-storage business potential
  • 59:33 – Recession & Regulation risks

 

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.

 

Oct 3, 2018

Omar Khan is a real estate investor with over 10 years of global investment experience. He is one of the people behind Boardwalk Wealth, a private equity firm in Dallas, Texas which connects International investors with US-based multifamily real estate opportunities. He is responsible for capital raising, strategic planning, and investor relations. His vast knowledge in the real estate makes him the perfect person to discuss the fundamentals of cap rates.

On this episode, Omar provides a better understanding of what cap rates are for people who are not very familiar with the terminologies in the real estate industry. He explains how cap rates work and what external factors affect its value. He gives away tips and strategies on how to assess real estate yields in order to optimize investment returns. This episode helps you understand the value of the properties or assets you buy or sell.

 

Where we are:

  • Omar – Dallas, Texas
  • Sam – Athens, Greece
  • Johnny – Chiang Mai, Thailand

 

Links:

 

Time Stamps:

  • 12:20 – What is a Cap Rate?
  • 13:55 – Understanding Leverage
  • 15:52 – Variables that affect the Cap Rates
  • 16:32 – How to stabilize properties?
  • 21:20 – Cap rates for different classes
  • 27:45 – Balancing needs with income & capital appreciation
  • 29:49 – Highest Cap Rates
  • 36:10 – Cap rates in buying and selling assets
  • 39:34 – How to find buyers easily?
  • 41:58 – Risk Management during a recession
  • 44:52 – Billion dollar properties
  • 48:04 – Equity Multiple and Internal Rate of Return
  • 51:40 – Their strategies on a possible recession
  • 56:40 – Investment opportunities for individuals

 

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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