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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: 2019
Dec 16, 2019

As the year 2019 comes to an end, it is time for Sam Marks & Johnny FD to share their year in review. Both Sam and Johnny are digital nomads, investors, and travelers who love exploring the world while growing their net worth.

During the episode, Sam and Johnny share their amazing travels for the year, including the Trans-Siberian Trip, which has been on Sam’s bucket list for quite some time. They share their experiences while on their adventures and their realizations throughout the year. They also reveal their top purchases for the year, the books they read, and their ultimate goals for 2020.

Where we are:

  • Sam Marks and Johnny FD – Chiang Mai, Thailand

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)
  • Betterment– Get up to 1 year managed free
  • PeerStreet– Get a 1% yield bump on your first loan
  • Wealthfront– get your first $15,000 managed free

Books:

Trans-Siberian Trip:

See Sam’s pics of trip on Instagram @imsammarks

Costs
> Visa - $400
> Train & Hotels (18 days) - $2,015
> Activities - $1,800
> Flights - $600
Total: $4,815
+ $1,500 cash
Grand Total: $6,315

Note from Sam: this was an extended 3-week trip starting in Helsinki. We traveled in first-class sleeper trains, stayed in the nicest available hotels, and at the finest restaurants. The trip could easily be done for ½, but the value is so good, I would recommend trying to do as much as you’re able to. If you go, I would recommend using the travel agency below who arranged everything for us and arranged a guide at each stop.

Travel Agency:

Note: contact Olga or Irina and mention “Invest Like a Boss” sent you and they will give you $50 off your trip

Time Stamps:

  • 14:34 – “I took the Trans-Siberian Railway. It’s been the top trip I wanted to do my entire life ever since I heard about it” – Sam Marks
  • 19:52 – Crazy adventure in Russia
  • 25:40 – What items in the Bucket List they crossed off this year
  • 29:01 – Overcoming an internet disconnection dilemma
  • 31:42 – Organizing the Nomad Summit
  • 35:54 – Going back to a $250 apartment
  • 37:29 – “Speaking of leveling up, a big part of it is learning and growing” – Johnny FD
  • 37:32 – Books they read this year
  • 41:51 – Learning Russian through audiobooks
  • 45:41 – Johnny‘s travel log
  • 46:32 – “My ultimate goal would be a maximum of 4 countries a year” – Johnny FD
  • 48:10 – Travel plans for 2020
  • 51:15 – Sam’s top purchases for the year
  • 53:46 – Johnny’s product purchases for the year
  • 1:00:44 – Rapid progressions in the world

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 2019. All rights reserved. Read our disclaimer here.

Nov 12, 2019

Ace Chapman is an Investor Strategist who has bought and sold over thirty businesses and has helped his clients buy over one hundred businesses all over the world. He bought his first business when he was nineteen. It was an online stock market simulator called CoolWallStreet. After selling it, he then realized that there are more benefits in buying a business over starting one, which paved the way for his investment career.

On this episode, Ace weighs the difference between buying a business and building a business. As an investor himself, he explains his approach to business that may help other investors generate the best returns. This is also an inspiring episode where he shares his amazing journey from being a college drop out to becoming a successful businessman.

 

Where we are:

  • Johnny FD – Mexico
  • Sam Marks – Russia


Links:


Time Stamps:

  • 09:05 – Ace’s Story
  • 17:43 – What are the businesses he has ownership of?
  • 20:41 – Buying a business vs. building a business
  • 24:00 – Categories of businesses he is into
  • 25:09 – “Every time you go to a successful business and learn from an entrepreneur who made it to the other end against all odds, you can learn a lot.” – Ace Chapman
  • 29:15 – Pros and Cons of online and offline businesses
  • 40:44 – Financing strategies
  • 47:21 – Where to go for financing
  • 50:02 – The “snowball effect”
  • 56:27 – “Thinking creatively about where to put your money and generate the best returns, that is the real goal.” – Ace Chapman
  • 58:25 – His passive investments
  • 40:03 – “I am definitely an investor” – Ace Chapman
  • 1:00:32 – How to distinguish an investor from an entrepreneur
  • 1:03:39 – Things to consider when buying a business

 

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 2019. All rights reserved. Read our disclaimer here.

Oct 28, 2019

Howard Marks is the CEO of StartEngine, an Equity Crowdfunding platform that allows ordinary people to invest and help entrepreneurs achieve their dreams. He is an experienced entrepreneur with a history of building successful businesses. Before launching StartEngine, he co-founded Activision (Call of Duty) and was the Chairman of Activision Studios from 1991 until 1997. As a former Board Member and Executive Vice-President of video-game giant Activision, he and a partner took control in 1991 and turned the ailing company into the $37 billion market cap video game industry.

On this episode, Howard explains the impact of Equity Crowdfunding on the economy. He believes that this investment platform is the future of finance, especially for small businesses. He shares his journey in building StartEngine and the vision that led him to transition into crowdfunding - despite his success in his previous career. This is an insightful conversation that is perfect for both entrepreneurs and investors.

 

Where we are:

  • Johnny FD – Mexico
  • Sam Marks – North Carolina

 

Links:

 

Time Stamps:

  • 06:04 – Transitioning to Equity Crowdfunding
  • 07:54 – Understanding why other entrepreneurs could not raise money
  • 12:22 – How to unlock a larger pool of investors?
  • 15:55 – “For the first time in 80 years, the ordinary person can invest.” - Howard Marks
  • 17:16 – Why he started Crowdfunding?
  • 18:28 – His first campaign
  • 21:39 – “My biggest justification for what we’re doing was to help entrepreneurs achieve their dreams” - Howard Marks
  • 22:10 – The next challenge: Helping investors trade shares
  • 25:12 – The gift that keeps giving
  • 29:10 – His vision for the years to come
  • 30:28 – “The private small companies are the backbone of the economy” - Howard Marks
  • 31:50 – “Equity crowdfunding is the future of finance for small businesses” - Howard Marks
  • 32:54 – The average capital raise
  • 34:56 – Successful campaigns via StartEngine
  • 35:39 – What they are looking for in an entrepreneur
  • 37:20 – Pieces of advice for early-stage entrepreneurs

 

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 2019. All rights reserved. Read our disclaimer here.

Oct 14, 2019

Richard Wilson is the CEO of Centimillionaire Advisors, LLC, a company providing performance-based family office solutions for $100M+ net worth families. He is also the founder and head of Family Office Club, the largest community of registered family offices globally with over 1,750 private investor members.

During the episode, Richard brings us into the world of the super rich with over $100M net worth. After working for them for several years, he has learned several strategies on how they accumulate their wealth. He explains how the ultra-wealthy manage their assets and lifestyles, how they aspire for growth, and what common mistakes they make.

 

Where we are:

  • Johnny FD – Mexico
  • Sam Marks – North Carolina

 

Links:

 

Time Stamps:

  • 7:05 – What is a family office?
  • 7:24 – “The richer you are, the busier you are” – Richard Wilson
  • 8:04 – Why do the ultra-wealthy need a family office?
  • 8:35 – How much worth are people with family offices?
  • 12:06 – Managing assets and lifestyle of the ultra-wealthy
  • 14:46 – Building a team for the family office
  • 16:19 – Financial planning for investments
  • 18:26 – Outsourcing of $50M vs. $100M net worth families
  • 21:03 – Who are the Centimillionaires?
  • 23:41 – What he learned while working in a family office for years
  • 27:02 – Do the ultra-wealthy still desire for growth?
  • 31:55 – Important notes in wealth generation
  • 32:20 – “It’s not just you work hard and you become ultra-wealthy” – Richard Wilson
  • 33:33 – Maintaining assets of rich people
  • 34:51 – Common mistakes of the ultra-wealthy
  • 35:39 – “Some reasonable plan can help keep things in check” – Richard Wilson
  • 36:08 – What to expect from Family Office Club?

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 2019. All rights reserved. Read our disclaimer here.

Oct 2, 2019

Sam Marks and Johnny FD are self-made entrepreneurs who use their hard-earned cash to invest in the best investment platforms, grow their net wealth, and live their dream.

During this episode, Sam and Johnny share their investment strategies which helped them maximize investment returns. They also share their travel experiences which include finding an amazing recording studio, living a new home, and flying on a private jet. This is an episode filled with asset-growing ideas that will help you with your next investment venture.

Where we are:

  • Sam & Johnny – Los Angeles

Discussed:

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)
  • Betterment– Get up to 1 year managed free
  • PeerStreet– Get a 1% yield bump on your first loan
  • Wealthfront– get your first $15,000 managed free

Time Stamps:

  • 02:32 – How to invest in PeerStreet
  • 03:23 – “Widespread diversification is the key to consistency” – Sam & Johnny
  • 04:54 – What is PeerStreet?
  • 09:02 – Lending Club investing
  • 10:00 – Investment advantages of Fundrise
  • 13:01 – “The financial dream is that you create enough passive income to live your lifestyle while growing your net wealth” – Sam & Johnny
  • 18:19 – How municipal bonds multiply profit
  • 20:42 – Where to invest for individual stocks
  • 28:24 – Sam’s investments for this quarter
  • 33:41 – Vanguard dividends and income returns
  • 37:03 – Johnny’s Wealthfront account
  • 41:15 – Managing your own finances
  • 46:16 – Upside in investing in US dollars
  • 49:05 – Johnny’s private jet experience
  • 55:54 – What you need to know about LA
  • 1:08:56 – Sam and Johnny’s travel plans

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 2019. All rights reserved. Read our disclaimer here.

Sep 13, 2019

Matthew Cochrane writes articles for the Motley Fool, mostly on companies in fintech or payments, though my investing interests definitely extend outside those sectors.

During this episode, Matthew will share how investors can profit off the 5G wireless revolution. Learn what 5G is, why it’s so important and what the risks are when investing in 5G. Listen for specific stocks that may beat the market over the next several years.

Find out how you can meet the biggest bosses like Adam Nash, Meb Faber, and Brett Crosby at the Invest Like a Boss Summit. This event will help those wanting to learn how to invest their money, whether you are just starting out or already advanced and wanting to diversify.

Links:

Discussed:

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)
  • Betterment– Get up to 1 year managed free
  • PeerStreet– Get a 1% yield bump on your first loan
  • Wealthfront– get your first $15,000 managed free

Time Stamps:

  • 00:42 - The ups and downs of airline flights internationally
  • 06:40 - Join us all in Los Angeles for the ILAB Summit!
  • 10:30 - How fast will 5g actually be?
  • 17:30 - Young children using technology
  • 18:22 - Can phones support 5g?
  • 19:31 - Are 5G devices harmful and dangerous to humans?
  • 20:53 - When will consumers be able to fully use the 5G network?
  • 23:21 - 5G in your home 
  • 24:15 - “85% of US households have access to either 1 or 0 internet service providers that could offer speeds of 100mbps.” - Matthew Cochrane
  • 25:40 - Is it too late to start investing in the 5G stock market?
  • 26:04 - “One of the greatest advantages individual investors can have is having a long term mindset.” - Matthew Cochrane
  • 26:42 - Investing through individual stocks + most favorable stocks
  • 34:55 - The technology in microchips
  • 36:22 - 5G WiFi in-home network vs. cellular service 
  • 39:56 - Visualising the next generation of technology
  • 44:55 - Should you invest in 5G?
  • 48:25 - Verizon, AT&T, and China Mobile
  • 50:21 - Meet the biggest billion-dollar bosses

 

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 2019. All rights reserved. Read our disclaimer here.

 

Aug 28, 2019

Dustin Struckman is one of the founding Partners at Digital Acquisitions. Having sold several of his own businesses through his business partners previous brokerage, they decided to found Digital Acquisitions in 2016 in order to provide exit services to an underserved market segment. They are now one of the leading web-based business brokerages in the world.

During this episode, Dustin will share how to value, exit, and invest successfully in a SaaS business. Learn about the typical deal structures and digital acquisitions including Sam and Johnny FD’s experience selling their business. Listen to the end to find out of investing in a SaaS business is right for you.

Check out the new Invest Like a Boss Summit in California!

Links:

Discussed:

 

 

Where we are:

  • Johnny FD - Tbilisi, Georgia
  • Sam Marks - South Carolina, USA
  • Dustin Struckman - West Seattle

Time Stamps:

  • 03:34 - SaaS options that we personally use, today
  • 05:30 - Backing and introduction into the SaaS business market
  • 09:00 - How to value a SaaS business
  • 16:08 - Building the value of tech into a SaaS business
  • 16:58 - “The tech just comes along for the ride. That’s why SaaS businesses get a higher multiple.” - Dustin Struckman
  • 20:20 - Comparing SaaS, eCommerce, blogs, and content site valuations
  • 23:44 - “Things like SEO don’t necessarily increase or decrease the value of the business. What they do is increase or decrease the sellability of the business.” - Dustin Struckman
  • 30:25 - Typical deal structure and digital acquisitions
  • 37:24 - Selling Johnny FD’s first online business
  • 40:02 - Selling Sam’s SkyCig company
  • 47:29 - Leaving room for growth when selling your business
  • 55:04 - Should you buy a SaaS business?

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 2019. All rights reserved. Read our disclaimer here.

Aug 12, 2019

Ken Honda is the author of Happy Money: The Japanese Art of Making Peace with Your Money. He is a bestselling author of self-development books in Japan, where he has sold more than seven million books since 2001. While his financial expertise comes from owning and managing several businesses, his writings bridge the topics of finance and self-help, focusing on creating and generating personal wealth and happiness through deeper self-honesty. 

During this episode, Ken will help you discover the tools you already possess to heal your own life and relationship with money. Learn how to treat money as a welcome guest, allowing it to come and go with respect and without resentment; understand and improve your money EQ; unpack the myth of scarcity; and embrace the process of giving money, not just receiving it.

Links:

 

Time Stamps:

  • 02:25 - Introducing the concept of happy money
  • 04:51 - Can money actually buy happiness?
  • 05:25 - “Money definitely can reduce your stress but money itself cannot buy happiness.” - Ken Honda
  • 06:46 - Where does the unhappiness come from?
  • 09:27 - Why it seems like all the bad people make the most money
  • 11:16  - The perfect amount of yearly income to optimize happiness
  • 15:47 - Educating your kids on money
  • 16:40 - “Teach your kids how to be satisfied, whatever you have otherwise you’re into comparison with other people and feel miserable.” - Ken Honda
  • 17:59 - The international relationship with money and changing your energy
  • 20:01 - “The key to wealth is appreciation and gratitude.” - Ken Honda
  • 23:46 - Best advice for young people and their relationship with money
  • 27:41 - Paying and supporting your local community
  • 34:20 - Sam & Johnny FD’s current relationship with money

 

Jul 30, 2019

Omar Khan’s global experience has been leveraged across commercial real estate and capital markets. He has advised on over $3.7 billion of capital financing and M&A transactions. Being a seasoned professional in capital markets (capital financing, M&A, sell-side equity research), strategic planning and operations has provided him with a unique perspective. 

In this episode, Omar will discuss why every potential investor should read and understand the PPM. Find out ways to leverage property tax advantages that will bring down your tax bracket. Learn how real money is made in real estate private equity while investing in deals where there is an alignment of interest with the sponsors.

 

Links:

Where we are:

  • Sam Marks - Tampa, Florida
  • Johnny FD - Tbilisi, Georgia

 

Discussed:



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)
  • Betterment– Get up to 1 year managed free
  • PeerStreet– Get a 1% yield bump on your first loan
  • Wealthfront– get your first $15,000 managed free

 

Time Stamps:

  • 01:14 - A brief wine history and traveling Georgia, the country
  • 07:05 - What is PPM used for?
  • 16:05 - What it takes to put together a PPM
  • 19:12 - “Everybody thinks their a genius because in a bull market everybody confuses luck with brains.” - Omar Khan
  • 24:32 - Private Placement Memorandum: The Sophisticated Investor’s Guide
  • 29:52 - How becoming a real estate agent will cut your taxes in half
  • 39:55 - A standard and fair depreciation clause
  • 41:03 - “Have low fees and a high equity structure so you get compensated for performance.” - Omar Khan
  • 49:15 - Class of limited partners and equity split best practices
  • 57:43 - The depreciation method used - Cost segregation
  • 1:04:40 - Foreign earned income exclusion & other taxes advantages
  • 1:16:53 - The risk of not reading the PPM



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 2019. All rights reserved. Read our disclaimer here.

 

Jul 18, 2019

Sam Marks and Johnny FD are self-made entrepreneurs who invest their own money and use modern technology to invest like a boss.

During this episode, Sam and Johnny FD give an inside look into their financially independent lifestyle and share how their current investments are performing. Listen for unique travel stories like when Sam ran with the bulls, Johnny broke his nose, and their experiences after exploring new countries. Listen to the end to hear about Johnny’s first investment in a new startup.

 

Links:

Where we are:

  • Sam Marks - Kieve, Ukraine
  • Johnny FD - Temecula, California

Discussed:


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)
  • Betterment– Get up to 1 year managed free
  • PeerStreet– Get a 1% yield bump on your first loan
  • Wealthfront– get your first $15,000 managed free

 


Time Stamps:

  • 02:10 - Earning money to live the life you want
  • 05:58 - Summer traveling as a digital nomad
  • 08:55 - “The best travel have a balance of a few ingredients: A bit of physical challenge, partying, if possible business/networking, and adventure.” - Sam Marks
  • 12:34 - Most livable places to live in Europe
  • 15:53 - Running with the bulls bloody mess stories
  • 24:17 - Sparing with Ukrainian guys & breaking your nose
  • 32:03 - More information on the Invest Like a Boss Summit
  • 34:48 - Johnny FD’s current financial net wealth
  • 42:17 - Sam Marks Investment update on municipal bonds, annuities, Mapletree, and PeerStreet
  • 44:00 - “When you invest in something it takes a few months, sometimes, to kick in start making money.” - Johnny FD
  • 48:23 - Startup investment tips and strategy
  • 53:46 - Johnny FD’s investment update with index funds, 401K, Art of FX, Bitcoin and FaceBook stock
  • 58:33 - New insight into the 5G network
  • 1:00:35 - Johnny FD’s first startup investment
  • 1:03:09 - Future travel and adventure plans

 

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 2019. All rights reserved. Read our disclaimer here.

Jul 1, 2019

Jone Vaituleviciute is a partner at Startup Wise Guys, Europe's most experienced B2B startup accelerator and one of the most active early-stage investors in the Nordics.


During this episode, Jone will reveal details on the 3 month-long on-site mentors driven program held in either Tallinn (Estonia), Riga (Latvia) or Vilnius (Lithuania). Learn how they help teams position themselves to raise the next funding round within 6 months. Find out how founders support themselves during early-stage accelerators and discover your chance of survival as a new startup. Listen to the end for practical use cases of bitcoin and cryptocurrency including insight into the future of blockchain.

 

Links:

 

 

Where we are:

  • Sam Marks, Johnny FD & Jone Vaituleviciute - Vilnius, Lithuania

 

Discussed:

 


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)
  • Betterment – Get up to 1 year managed free
  • PeerStreet – Get a 1% yield bump on your first loan
  • Wealthfront – get your first $15,000 managed free


Time Stamps:

  • 00:34 - The joy and beauty of traveling Vilnius, Lithuania
  • 04:05 - Practical use cases of bitcoin, cryptocurrency, and blockchain
  • 13:25 - What is an accelerator?
  • 15:56 - Attracting quality talent to the local area
  • 18:43 - The entire process explained for startups
  • 20:15 - What is a term sheet and how do you use it?
  • 23:10 - How founders support themselves during early-stage accelerators
  • 25:06 - What is your chance of survival as a new startup?
  • 26:01 - “80% of our companies, out of a portfolio of 150, continue working on and growing.” - Jone Vaituleviciute
  • 26:20 - What happens if your company fails?
  • 26:38 - “We haven’t had a bankruptcy in a classical sense amongst our team.” - Jone Vaituleviciute
  • 27:12 - Utilizing the portfolio management program
  • 28:23 - Demo Day expectations and walkthrough
  • 31:46 - Embracing an international family-style network 
  • 35:00 - Greetings and farewell in other languages
  • 42:01 - Contemplating the future of blockchain

 

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 2019. All rights reserved. Read our disclaimer here.

 

Jun 10, 2019

Sam Marks are Johnny FD have been transparently sharing their investment journey on this podcast for over three years. They have personally and professionally benefited from learning the tools and techniques that drive their successful investing lifestyle, passive income, and ultimately financial dream.

During this episode, Sam and Johnny FD will share how their investments generate a passive income that affords them to live an adventurous lifestyle while growing assets. Listen as they dissect their vastly diverse asset allocation so that you can replicate a portfolio that fits your style of investing. You’ll also find out if you need to be accredited or non accredited to make the best possible investments for your future.

 

Links:

 

Where we are:

  • Sam Marks - Lithuania
  • Johnny FD - Eastern Ukraine

 

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)
  • Betterment – Get up to 1 year managed free
  • PeerStreet – Get a 1% yield bump on your first loan
  • Wealthfront – get your first $15,000 managed free

 

Discussed:

 

Time Stamps:

  • 01:19 - Traveling to Minsk, Estonia, and Eastern Europe
  • 12:28 - Cost of living in the USA vs. Europe/Asia
  • 22:12 - Affording the nomad lifestyle in a passive way
  • 27:17 - “Being retired, financially free, financially independent: It’s not, never working again but it’s only doing things that you enjoy doing and that happens to pay you money, anyway.” - Johnny FD
  • 34:38 - Analyzing the different FIRE tiers
  • 37:41 - “If you’re just trying to figure it out quickly you can make a lot of mistakes and lose a lot of money.” - Sam Marks
  • 38:43 - Asset allocation pie chart discussion
  • 44:31 - Reinventing into your investments
  • 54:27 - “If you’re bringing in and spending everything that comes in each month you’re paycheck to paycheck. That’s not cool. Growing your wealth is cool.” - Sam Marks
  • 58:26 - Best investments for accredited and non-accredited 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 2019. All rights reserved. Read our disclaimer here.

 

May 20, 2019

Tim Wallen is a Principal, CEO, and sits on the investment committee for MLG Capital. The company offers real estate investment services to accredited institutional or individual investors. Tim joined MLG in 1989 as the Chief Financial Officer and remains committed and involved with daily, integral functions of the investment and development segments.

During this episode, Tim will share how you can generate superior returns through the meticulous execution of real estate investment strategies. Learn how MLG aligns the funds & investors interest in fee structures including the tax advantages for the individual investor. Listen to the end for insight into making your first real estate investment.

 

Links:

 

Where we are:

  • Sam Marks - Tampa, Florida
  • Johnny FD - Kharkiv, Ukraine


Discussed:

 

Time Stamps:

  • 01:01 - Traveling to Lithuania + meetup
  • 07:21 - MLG Capital’s background and introduction
  • 11:07 - “We’re both a private equity firm and a vertically integrated real estate operator with 30 years of history of operations” - Tim Wallen
  • 16:31 - The process of acquiring new properties
  • 16:54 - “Are your assumptions that you’re making believable and achievable? Can you deliver?” - Tim Wallen
  • 21:13 - The advantages and disadvantages of being a public or private fund
  • 28:13 - Aligning the funds & investors interest in fee structures
  • 34:29 - Tax advantages for the individual investor
  • 36:11 - “We’re not looking just to buy huge volume we’re looking to make money” - Tim Wallen
  • 37:33 - Massive property investment outcome + available funds
  • 42:43 - Investing as a non us citizen & minimum investment
  • 48:36 - Sam’s experience with investing in MLG
  • 50:22 - The problem with online funds
  • 52:36 - Making your first real estate investment


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 2019. All rights reserved. Read our disclaimer here.

 

May 7, 2019

Will Mitchell is a Canadian real estate investor and the author of The Investor's Guide to Belize Real Estate. His years of real estate experience in both Canada and Belize has allowed him the ability to identify value in growth markets and recognize opportunities others miss
.

During this episode, Will share why you may want to invest in the Belizean real estate market. Learn how to how to buy real estate in Belize and what property taxes are like. Find out why Belize is the fastest growing country in the Caribbean from a tourism perspective and how it creates a favorable environment for investors, nomads, and retirees.

 

Links:

 

Where we are:

  • Sam Marks - Tampa, Florida
  • Johnny FD - Kharkiv Ukraine
  • Will Mitchell - Toronto, Canada

 

Discussed:


Time Stamps:

  • 01:36 - Should you travel to Belize?
  • 07:10 - Focusing on the islands for tourism and baby boomers
  • 08:04 - “100% of my focus from an investment standpoint is on the islands” - Will Mitchell
  • 15:21 - The nomad and traveler scene in Belize
  • 18:24 - The country's strong legal system and currency
  • 20:55 - Island hopping and beach life at its best
  • 23:07 - A day in the life of a Belize paradise
  • 24:40 - The John McAfee story and island crime rate
  • 32:45 - How to invest in the property market
  • 38:08 - Beachfront condo starter costs
  • 42:36 - “When you live in Belize you become 100x more popular” - Will Mitchell
  • 43:22 - The AirBnB, rental market, and potential ROI
  • 45:30 - “A standard return on the island would be around 15%” - Will Mitchell
  • 48:26 - Tax % and breakdown
  • 49:42 - “The lay of the land on property taxes is extremely favorable for investors” - Will Mitchell
  • 49:57 - Monthly investor field trip & coworking in Belize
  • 52:45 - Riding JET Powered Surfboards
  • 55:30 - Communicating with others in different languages
  • 01:03:23 - Invest Like a Boss Conference
  • 01:07:53 - Should you invest in Belize?

 

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 2019. All rights reserved. Read our disclaimer here.

 

Apr 18, 2019

Sam Marks and Johnny FD will discuss any updates to their finances, investments, and personal portfolios.

During this episode, Sam and Johnny will share insight into last quarters earnings and losses in investments like Wealthfront, online and property realty funds, Annuity policies, and startups. Learn to manage your portfolio, balance your travel expenses, and business property investment failures. Listen to the end to hear their future travel adventures and possibly meet up with them along the way!

 

Links:


Discussed:

 

Where we are:

  • Sam Marks - Boca Grand, Florida
  • Johnny FD - Lisbon, Portugal

 

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)
  • Betterment – Get up to 1 year managed free
  • PeerStreet – Get a 1% yield bump on your first loan
  • Wealthfront – get your first $15,000 managed free

 

Book:


Time Stamps:

  • 01:56 - Traveling and moving plans
  • 04:52 - Analyzing Johnny FD’s new net worth
  • 05:55 - “My net worth has crossed the $700,000 mark” - Johnny FD
  • 09:54 - Living expenses in the US vs international
  • 18:49 - New Wealthfront, HP serving, Realty Mogul, and Marcus Bank investments
  • 22:43 - Annuity policies, Paytient, and Explorest investment update
  • 31:01 - Managing your realty funds and online investments
  • 33:34 - “You can easily get into another 30 investments and annual filings become burdensome” - Sam Marks
  • 35:39 - Angel investment deep dive and explanation
  • 40:01 - Available cash on hand
  • 44:43 - Phuket property business investment fails
  • 49:08 - European travel adventure plans and running with the bulls


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 2019. All rights reserved. Read our disclaimer here.

 

Mar 8, 2019

Matthew Wiley is a managing partner at Wiley Etter, LLC, who are passionate about helping you plan for the future. Matthew believes in two fundamental principles, estate, and financial planning should be simple and focused on the client’s needs. He works with a team of advisors, accountants, and other professionals to ensure that his clients’ needs come first… Always.

During this episode, you’ll be given the tools and techniques to create a financial and legal plan for your future regardless of your wealth level. Find out some of the most important documents you’ll need when preparing your estate plan. Learn the proper process so that you can successfully transfer wealth to your heirs.

Listen to the end as Johnny FD and Sam Marks reveal exactly what their wills include.

 

Links:

 

Where we are:

  • Sam Marks - Tampa, Florida
  • Johnny FD - Sri Lanka

 

Time Stamps:

  • 01:20 - Skiing in Tahoe and sunny Florida
  • 05:52 - What is estate planning?
  • 06:54 - “I like to think of myself as the most trusted confidant helping you reach your business, financial, and personal goals without alienating any of your family members” - Matthew Wiley
  • 07:17 - Should you take state planning seriously?
  • 09:19 - What documents do you need to prepare your plan?
  • 17:13 - Financial inheritance to your heirs - The process
  • 19:24 - “Elvis Presley’s will is available and Whitney Houston. Everyone can see their affairs” - Matthew Wiley
  • 25:00 - Should you set up an asset protection trust?
  • 32:36 - Learning the do’s and don’ts of AP
  • 37:47 - Transferring wealth to your heirs
  • 38:52 - “If you have even close to $10 million dollars you can’t possibly turn that into intergenerational wealth without a lawyer” - Matthew Wiley
  • 42:50 - What happens when somebody actually dies? What's the process?
  • 45:36 - Terrible experiences that tear families apart
  • 55:50 - Johnny FD crates his own will online
  • 1:02:32 - Sam Marks will explain in detail
  • 1:07:33 - The truth about the funeral industry


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 2019. All rights reserved. Read our disclaimer here.

 

Feb 22, 2019

A Wall Street insider since 1991, Danny Moses has seen his fair share of Bull and Bear Markets and has been able to observe the markets from a number of perspectives: Municipal Bond analyst, Institutional Sell-Side Broker, Trader, and Hedge Fund Manager.

The book, and later the movie, "The Big Short" chronicled a few people who saw the housing bubble forming in 2004 and figured out how to successfully navigate through the volatility in the financial markets. Danny was part of this small group who were forward-thinking and brave enough to have bet against the market and to have participated in one of the greatest trades in Wall Street history.

During this episode, Danny will talk about investing in the emerging industry of cannabis which he now calls ‘The Big Long’. Learn how and why you should invest including what companies and categories to choose. You’ll also hear entertaining insight into “The Big Short” movie and how it compares to what actually happened in real life.

 

Links:


Where we are:

  • Johnny FD - Malaysia, Kuala Lumpur
  • Sam Marks - South Carolina


Discussed:


Time Stamps:

  • 04:55 - Danny’s aggressive attitude in real life vs the movie
  • 09:16 - Closing funds and not honoring redemption requests
  • 13:15 - Exiting the market at the right time and a fraudulent system
  • 19:14 - After the stock market crash & an introduction into cannabis
  • 25:35 - “Make a small investment in something. I don’t care what it is” - @dmoses34
  • 30:18 - Companies and categories to invest in within cannabis
  • 34:54 - How to start your investment for a long term hold
  • 40:57 - “The biggest category to me is wellness” - @dmoses34
  • 41:13 - “In the markets in the US where cannabis was legal alcohol sales were dropping tremendously” - @dmoses34
  • 46:25 - Reminiscing of the time right before the crash
  • 50:17 - The health benefits of CBD vs THC
  • 54:58 - Should you invest in cannabis?


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 2019. All rights reserved. Read our disclaimer here.

 

Feb 11, 2019

Bob “The Beast” Sapp is an international MMA megastar, professional wrestler, actor, and former NFL player, WWE professional wrestler, and world champion kickboxer. He mostly fought in Japan where he has appeared in numerous commercials, television programs, and various other media.

He remains the most- merchandised, most-adored, and most-watched fighter in the history of the sport with 54 million Japanese who watched him bully Akebono in 2003.

During this episode, Bob will share how his transition from a fighter to an entertainer has given him long term success. Expect to learn about his personal portfolio including his plans for retirement and future investments. Find out how Bob will add a key element to the MMA industry in Thailand.

 

Links:

 

Where we are:

  • Sam Marks - Tampa, Florida
  • Johnny FD - Chiang Mai, Thailand
  • Bob Sapp - Washington State, USA

 

Books:

 

Time Stamps:

  • 03:04 - Watching Bob Sapp as a kid
  • 08:44 - Bob's background and introduction
  • 11:59 - Transitioning from a fighter to an entertainer
  • 17:43 - Traveling to nearly 200 countries & location arbitrage
  • 23:07 - Investing philosophy to practice as athletes & entertainers
  • 23:53 - “Do your best to no longer be using loans or credit cards” - @BobSappMMA
  • 25:14 - Buying a house with cash in any country
  • 28:03 - Planning for retirement and future
  • 36:12 - The difference between a real fighter and entertainer
  • 38:01 - “They can pay to see you get knocked out or they can pay to see you win” - @BobSappMMA
  • 42:57 - Finding your niche and Promoting your brand
  • 51:06 - Fight recap and match highlights
  • 54:38 - Johnny’s key takeaway from this episode


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 2019. All rights reserved. Read our disclaimer here.

 

Jan 27, 2019

Sam Marks and Johnny FD are here to talk about their 2019 financial resolutions, life plans, and investment updates. Although this may have been their worst performing quarter since they started the podcast there were many other gains.

During this episode, you’ll hear an update on Sam and Johnny’s investment accounts such including Vanguard, Wealthfront, PeerStreet, Fundrise, and Forex. Learn a few simple but effective tips for new investors and how Sam and Johnny plan to grow their own bank accounts. Find out how much money is enough to live the life you want!

Check out the new Invest Like a Boss Summit in Vegas!

 

Links:


Where we are:

  • Sam Marks & Johnny FD: Chiang Mai, Thailand

Discussed:


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)
  • Betterment – Get up to 1 year managed free
  • PeerStreet – Get a 1% yield bump on your first loan
  • Wealthfront – get your first $15,000 managed free

Book:


Time Stamps:

  • 03:47 - The life of Chiang Mai, Thailand
  • 08:40 - Setting new year resolutions and travel plans
  • 14:08 - “I have this superficial goal of getting to 100 countries” - Sam Marks
  • 17:07 - The Spanish Non-Lucrative Residence Visa
  • 23:12 - Quarterly update on our investments
  • 23:15 - “This has been the worst performing quarters since we started the podcast” - Johnny FD
  • 27:46 - Vanguard vs Wealthfront
  • 31:06 - Basic startup tips for new investors
  • 33:07 - Cash, PeerStreet, Fundrise, Forex wins in the downmarket
  • 39:20 - New investment update from last quarter
  • 47:33 - Invest Like a Boss live conference and meetups
  • 54:59 - Johnny's plan to reach a millionaire dollar net worth
  • 56:51 - Sam explains the up and downs of startups
  • 01:10:30 - How much money is enough to live the life you want


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 2019. All rights reserved. Read our disclaimer here.

 

Jan 17, 2019

Eddie Lorin is the founder of Founder of Alliant Strategic Preservation Funds, an integrated owner/operator of affordable and workforce housing across the U.S. They sponsor a variety of residential real estate equity funds focused on economically distressed communities.

If you're planning to realize a sizeable capital gain in the near future, the time is right to learn about opportunity funds so you can make an informed investment decision.

During this episode, Eddie will share how your investment in Opportunity Zones have the potential to pull millions of Americans out of poverty and generate both financial and social returns for investors. Find out what exactly O Zones are and ways to put yourself in a position to understand this business in order to successfully invest yourself. Listen towards the end to hear Sam Marks and Johnny FD discuss a potential downside to O Zones.

 

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)
  • Betterment – Get up to 1 year managed free
  • PeerStreet – Get a 1% yield bump on your first loan

 

Where we are:

  • Sam Marks - Gold Coast Australia
  • Johnny FD - Chiang Mai, Thailand
  • Eddie Lorin - California

 

Discussed:

 

Time Stamps:

  • 06:47 - An introduction: Three components to O Zones
  • 07:42 - “Three states in the country actually got 80% got all the venture capital in the last 50 years” - Eddie Lorin
  • 11:00 - What happens on the rental income after acquiring a low-income unit?
  • 15:06 - The 100% basis rule and housing crisis explained
  • 24:56 - “We should revitalize every single census tract” - Eddie Lorin
  • 30:58 - How to invest into an opportunity zone funds
  • 33:29 - “The ultimate impact investment is low-income housing” - Eddie Lorin
  • 34:01 - Ways to be smarter than the average person
  • 36:01 - Learning to manage your own property and lend money
  • 41:38 - Viewing the interactive opportunity zone layout map
  • 44:57 - Is the only downside to O Zones gentrification?
  • 49:00 - The Fundrise Opportunity Fund breakdown

 
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 2019. All rights reserved. Read our disclaimer here.

 

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