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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, 2020
Oct 23, 2020

In the first half of this episode, Johnny and Sam give you a preview of their 3rd quarter 2020 investments. If you want to hear the full episode and see the video including screenshots of both Johnny and Sam's accounts you must become a Patreon. Sign up for the Invest Like a Boss Patreon account for as low as $5 per month to gain access

In the second half of the episode, Johnny follows up with Die With Zero author Bill Perkins. (Listen to his first ILAB interview in Episode 149).

There was a lot of interest in what MLPs (Master Limited Partnerships) that Bill invests in himself and he actually lists the exact ones he has positions in! Johnny even decided to mirror Bill's investments  himself, you'll have to listen to find out what MLPs Bill is in!

Listen to ILAB 159 on iTunes here or subscribe on your favorite podcast app.

 

 

Where we are:

 

Sponsor:

Discussed:

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

  • 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
  • Wealthfront – Get your first $15,000 managed free
  • PeerStreet – Get a 1% yield bump on your first loan

*Johnny and Sam use all of the above services personally.

Time Stamps:

  • 2:29 – Quarterly Update preview
  • 23:11 – How do you afford to have a yacht experience?
  • 24:30 – Who paid for the yacht you are on?
  • 25:45 – How much was it to rent a yacht?
  • 26:05 – How big is the yacht?
  • 26:50 – “I identify the experiences then allocate the money” - Bill Perkins
  • 27:14 – What MLP’s are you invested in?
  • 29:03 – Is this a Long-term hold for you?
  • 29:49 – Do you worry about the price per share when it is time to sell?
  • 31:11 – Would I be crazy to do 10% of my net worth in MLPs ?
  • 32:38 – “I wasn’t put on this earth to make 4%” - Bill Perkins

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 2020. All rights reserved. Read our disclaimer here.

Oct 15, 2020

Peter Mallouk is the President of Creative Planning, named the #1 Independent Financial Advisory Firm in America by Barron’s (2017). Barron’s magazine named Peter the #1 Independent Financial Advisor in America three straight years (2013, 2014, and 2015). CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014–2015). Peter is featured on Worth magazine’s 2017 and 2018 Power 100 rankings, a list featuring the 100 most powerful men and women in global finance. In 2017, Peter was a recipient of the Ernst & Young Central Midwest Entrepreneur of the Year Award. Creative Planning provides comprehensive wealth management services to high-net-worth clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning currently manages nearly $50 billion for clients in all fifty states.

Reach Out to Peter Mallouk

Listen to ILAB 158 on iTunes here or subscribe on your favorite podcast app.

 

 

Where we are:

Sponsor:

Discussed:

The Path: Accelerating Your Journey to Financial Freedom is Peter Mallouk & Tony Robbins' 

Regardless of your stage of life and your current financial picture, the quest for financial freedom can indeed be conquered. The journey will demand the right tools and strategies along with the mindset of money mastery. With decades of collective wisdom and hands-on experience, your guides for this expedition are Peter Mallouk, the only man in history to be ranked the #1 Financial Advisor in the U.S. for three consecutive years by Barron’s (2013, 2014, 2015), and Tony Robbins, the world-renowned life and business strategist. Mallouk and Robbins take the seemingly daunting goal of financial freedom and simplify it into a step-by-step process that anyone can achieve.

 

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

  • 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
  • Wealthfront – Get your first $15,000 managed free
  • PeerStreet – Get a 1% yield bump on your first loan

*Johnny and Sam use all of the above services personally.

Time Stamps:

  • 8:22 – Why the New Book?
  • 9:26 – Why was it necessary to include “the 6 human needs” in the book?
  • 14:06 – Why do people have financial success but still are not happy?
  • 15:57 – What still drives you to grow your business?
  • 17:14 – How did you get started and how did you meet Toni?
  • 24:47 – What are your thoughts on the All Seasons portfolio?
  • 29:03 – What are your thoughts going forward with the US Stock market?
  • 31:08 – How are you personally invested?
  • 32:30 – What are the advantages of using your company as opposed to going directly?
  • 34:42 – How do you feel about crypto currency?
  • 36:52 – What does financial freedom look like?
  • 38:56 – Johnny and Derek Recap

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 2020. All rights reserved. Read our disclaimer here.

Oct 8, 2020

Meet Derek Spartz, the newest member of Invest Like a Boss. Derek has been a member of ILAB since March 2020, mostly behind the scenes, but will be taking on a larger role going forward. So, we decided to have him on the show to learn more about his career background and investment portfolio. Johnny speaks with Derek to learn how he went from a corporate job in the music/radio industry with near zero savings and buried in debt to becoming self-employed, debt-free and achieving a 50% savings rate in less than 2 years. Derek has done all this while continuing to live in one of the most expensive places in the United States - Venice Beach, California. Learn why he continues to live there, what his plan is going forward, and how he was inspired by ILAB and eventually came to work on the show.

Listen to ILAB 157 on iTunes here or subscribe on your favorite podcast app.

 

Where we are:

Sponsor:

  • MasterWorks
    Select "Podcast" at signup and use code BOSS to skip the 70,000 person wait list and get direct access to invest. 
  • Support Invest Like a Boss: Join our Patreon

Discussed:

  •  Save up to $30,000 and delay your dues until you're ready to travel when you sign up Here

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

  • 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
  • Wealthfront – Get your first $15,000 managed free
  • PeerStreet – Get a 1% yield bump on your first loan

*Johnny and Sam use all of the above services personally.

Time Stamps:

  • 12:32 – Derek’s Background
  • 22:35 – Derek’s employment after radio
  • 32:27 – “I’m at a 50% savings rate” - Derek Spartz
  • 37:57 – Is there a city or country you would consider moving to?
  • 39:19 – How did you start working with Invest Like A Boss?
  • 40:19 – Is there a plan for an Invest Like A Boss meet up in 2021?
  • 41:49 – When is the Tony Robbins interview?
  • 43:56 – What is the most impactful book you read?
  • 46:16 – Where do you invest your money?

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 2020. All rights reserved. Read our disclaimer here.

Oct 1, 2020

In Buying Real Estate Overseas For Cash Flow (And A Better Life): Get Started With As Little As $50,000, Kathleen Peddicord and Lief Simon explain how to incorporate an investment in foreign real estate into your portfolio for as little as $50,000. With a lifetime of experience on the subjects of living, retiring, and investing overseas, the authors delve deep into this complex topic. Simply put, this book is a practical guide to buying property overseas as a strategy for earning cash flow to fund your dream retirement.

Buying Real Estate Overseas includes a breadth and depth of information on the world’s best markets for investing in real estate for cash flow. Its up-to-date information about this investment category puts to bed much of the outdated advice and guidance currently available in published materials.

The authors identify several hot, new markets where currency valuations and market conditions make the purchase of real estate an extremely wise investment decision in today’s volatile investment climate.

Listen to ILAB 156 on iTunes here or subscribe on your favorite podcast app.

 

 

Where we are:

Sponsor:

Discussed:

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

  • 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
  • Wealthfront – Get your first $15,000 managed free
  • PeerStreet – Get a 1% yield bump on your first loan

*Johnny and Sam use all of the above services personally.

Time Stamps:

  • 07:58 – How do you get started in buying properties overseas? 
  • 15:10 – Is it easy to find local banks that are willing to lend you money for properties?
  • 20:54 – After you are financed, what is the next step?
  • 27:41 – With short term rentals, how do you address property management?
  • 30:44 – How do you choose a property?
  • 39:38 – What strategies do you use for negotiating on the property?
  • 46:16 – How is it best to handle closing on the property?
  • 49:04 – What are the ways you can manage your asset?
  • 50:42 – Where do you have real estate, and what areas are you interested in?
  • 53:50 – How many properties have you owned at a single time?
  • 57:59 – What are the best value markets right now?
  • 61:11 – Sam and Johnny Recap

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 2020. All rights reserved. Read our disclaimer here.

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