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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: November, 2021
Nov 23, 2021

Johnny and Derek go over the listener voted Top 10 Favorite Investment Platforms for Non-Accredited investors. We polled the Boss Lounge and these were everyone's favorites. The guys go over which ones they also personally invest in and their thoughts (good or bad!) on each. Listen to the episode to hear the entire list!

Listen to ILAB 205 on iTunes here or subscribe on your favorite podcast app.

Where we are:

Sponsor:

  • Ferret
    Ferret is a new relationship intelligence app that can spot red flags linked to any potential business associate partners or suppliers to give you the peace of mind you need. Get instant access to the beta version now when you visit Ferret and use promo code BOSS 
  • Support Invest Like a Boss: Join our Patreon

 

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)

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

Time Stamps:

  • 06:34 – #10 Start Engine, Episode 121, Episode 179
  • 13:53 – #9 Realty mogul, Episode 161
  • 16:19 – #8 Betterment, Episode 45
  • 21:37 – #7 Lending club, Episode 13
  • 23:24 – #6 ArtofFX, Episode 3
  • 25:49 – #5 Masterworks, Episode 146, Episode 193
  • 28:23 – #4 AHP servicing, Episode 113
  • 31:08 – #3 Worthy Bonds, Episode 150
  • 35:03 – #2 Wealthfront, Episode 50
  • 35:33 – #1 Fundrise, Episode 12
  • 37:35 – Johnny’s notable mentions

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 2021. All rights reserved. Read our disclaimer here.

Nov 18, 2021

Entrepreneur Magazine calls Justin Donald the “Warren Buffett of Lifestyle Investing.” He’s a master of low-risk cash flow investing, specializing in simplifying complex financial strategies, structuring deals, and disciplined investment systems that consistently produce profitable results. His ethos is to “create wealth without creating a job.”

In the span of 21 months, and before his 37th birthday, Justin’s investments drove enough passive income for both he and his wife Jennifer to leave their jobs. Following his simple investment system and 10 Commandments of Lifestyle Investing, Justin negotiated deals with over 100 companies, multiplied his net worth to over eight figures, and maintained a family-centric lifestyle in less than 2 years. Just 2 years later, he doubled his net worth again.

He now consults and advises entrepreneurs, executives, and successful media personalities on lifestyle investing. Justin has also appeared on nearly 100 podcasts, including Entrepreneurs on Fire, The Mike Dillard Show, Making Bank, Achieve Your Goals, Capability Amplifier, Tractionville, Inside Personal Growth, Conscious Millionaire, Franchise Secrets, the Accelerated Investor, and Unbecoming.

Justin is a lifelong leader and trainer with a track record of achievement. In his 20s, he worked with Cutco/Vector and quickly became one of the top managers in the company, and one of the youngest to achieve Hall of Fame status. His personal playbook of best practices was deployed nationwide as a training program to onboard sales representatives.

Listen to ILAB 204 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)

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

Time Stamps:

  • 08:59 – Where did you start and how did it help you in becoming an investor?
  • 10:31 – At what point did you realise you wanted to become an investor?
  • 16:33 – Did Cutco instill a certain model relating to saving and investing?
  • 17:54 – When you bought the Mobile park homes, were you still with Cutco?
  • 18:51 – When did you plot the path of your investing lifestyle?
  • 23:31 – Did you primarily focus on real estate?
  • 25:47 – After being quite successful, what is the motivation to keep going further?
  • 28:24 – When did you get a team to expand your deals?
  • 34:01 – Can you tell us about your conferences, “Mastermind”?
  • 37:35 – How often do you have in-person meet ups?
  • 39:00 – What are some of the 10 commandments for investing?
  • 48:31 – What is one of your favourite deals?
  • 56:43 – Sam and Derek 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 2021. All rights reserved. Read our disclaimer here.

Nov 11, 2021

CEO and Co-Founder Jesse Randall is a fintech startup executive and venture capitalist helping to usher in the new era of generational wealth creation for everyday people. His roots in small farm life in rural America as part of a very large family gave him a unique foundational work ethic and view of the world. He has come to understand that he would rather imagine the world as it can become rather than settle for the shortcomings that surround us everywhere. Anything is possible with the right mindset, people, and resources at hand. Outside of work, he enjoys endurance sports such as Ironman races, cycling, and marathons, and wouldn’t trade his life with his sweetheart and five children for any amount of treasure.

Sweater is hell-bent on leveling the playing field and reinventing venture capital to reach its maximum potential. That starts by creating a venture capital fund that anyone can invest in.

Sweater’s vision is to pool money from millions of regular people into a world-class venture fund, wisely deploying that capital into startups that shape the world we live in.

Every founder should be able to build their vision, and every person should be able to support the startups that create the next generation of influence and wealth.

Listen to ILAB 203 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)

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

Time Stamps:

  • 10:30 – What is Sweater?
  • 13:09 – What experience do you get by investing in the fund?
  • 15:01 – How does Sweater differ from their competitors?
  • 19:26 – Is there a limit to the amount of investors you can bring in?
  • 20:19 – Are there any differences in benefits to an accredited investor?
  • 23:02 – Do investors need to be US citizens?
  • 24:06 – What is the investment minimum and what are the fees associated with the investment?
  • 26:14 – Your initial fund will have no carry fees, correct? -
    "Yes that is correct. Sweater charges a flat 2% management fee attached to the value of the fund, much like the flat fee you have on your mutual fund. Plus there are administrative costs like legal, auditing, marketing, etc." 
  • 29:45 – What kind of companies are you looking to target?
  • 33:57 – Are there any other particular sectors beyond tech that interest you?
  • 39:21 – How do you decide on what companies Sweater invests in?
  • 43:29 – How are the investments structured?
  • 45:13 – Do you have companies on the radar already?
  • 47:47 – How long should investors anticipate waiting to see a meaningful return considering you are a new company?
  • 50:58 – What is the Sweater scout network?
  • 52:50 – Can someone reach out to Sweater if they are looking for venture funding for their company?
  • 54:08 – What to expect when you sign up?
  • 56:54 – Sam and Derek 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 2021. All rights reserved. Read our disclaimer here.

Nov 4, 2021

Sam interviews Charityvest CEO/Co-Founder Stephen Kump about their new modern donor-advised fund platform. Charityvest's goal is to make charitable giving easier for the masses and also cut down on tax paperwork. Sam and Derek then go over their thoughts on Charityvest and it's simplicity of giving. They also talk about what to look out for when giving to charities and why you should always vet them first. 

Stephen Kump aims to shape the world to be more generous. He leads Charityvest, a technology company to catalyze generosity through putting a donor-advised fund in the hands of every American. He worked for over ten years as a consultant to nonprofit organizations, philanthropists, corporate leaders, and private equity investors, most recently with Bain & Company. He is a former US Army cavalry officer, holds an MBA from the Yale School of Management, and earned bachelor degrees in Economics and Management from Georgia Tech.

Listen to ILAB 202 on iTunes here or subscribe on your favorite podcast app.

 

Where we are:

Sponsor:

  • RAD Diversified
    RAD Diversified REIT allows investment partners to invest in cash-flowing properties with substantial value-add opportunities. RAD offers monthly distributions, a 5% bottom-line guarantee,  and achieved a 36.7% return in 2020.
  • Support Invest Like a Boss: Join our Patreon

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)

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

Time Stamps:

  • 08:43 – How did you get started in the industry?
  • 11:48 – Is the donor advised fund like setting up your own charitable organisation?
  • 13:50 – Do you notice a pattern with people's donations?
  • 19:27 – Is this a special designation by the IRS?
  • 20:21 – Can you discuss the relationship with Y Combinator?
  • 23:14 – Can you tell us about the two portfolios?
  • 25:45 – Can you explain the tax benefits?
  • 31:50 – Can you explain the concept of donating the asset rather than the capital gain?
  • 36:40 – Can you summarize the giving component?
  • 42:26 – What kind of fees are associated with the investment?
  • 49:02 – Sam and Derek 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 2021. All rights reserved. Read our disclaimer here.

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