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Rank #169 in Investing category

Business
Technology
Investing

Invest Like a Boss

Updated 3 days ago

Rank #169 in Investing category

Business
Technology
Investing
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Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire Sam Marks and Entrepreneur Johnny FD invest like a boss while sharing what their personal portfolios are, and how they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of investing in the modern age in a fun, entertaining way. The show hosts interview the worlds 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 lending, to robo-advisors, equity crowd-funding to REITS. Investors today need to combine centuries of investment wisdom with an modern outlook and approach. Entrepreneur Sam Marks and Johnny FD retired in their early 30’s through business successes and now focus on learning how to invest alongside the listeners in order to put their hard earned money to work.Copyright Invest Like a Boss Inc.

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Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire Sam Marks and Entrepreneur Johnny FD invest like a boss while sharing what their personal portfolios are, and how they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of investing in the modern age in a fun, entertaining way. The show hosts interview the worlds 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 lending, to robo-advisors, equity crowd-funding to REITS. Investors today need to combine centuries of investment wisdom with an modern outlook and approach. Entrepreneur Sam Marks and Johnny FD retired in their early 30’s through business successes and now focus on learning how to invest alongside the listeners in order to put their hard earned money to work.Copyright Invest Like a Boss Inc.

iTunes Ratings

285 Ratings
Average Ratings
272
5
3
0
5

Great podcast!

By LandLord64356 - Nov 07 2019
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Best investment podcast out there!

To rent or not

By pleestelme - Oct 28 2019
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Super useful perspective about Airbnb options

iTunes Ratings

285 Ratings
Average Ratings
272
5
3
0
5

Great podcast!

By LandLord64356 - Nov 07 2019
Read more
Best investment podcast out there!

To rent or not

By pleestelme - Oct 28 2019
Read more
Super useful perspective about Airbnb options
Cover image of Invest Like a Boss

Invest Like a Boss

Updated 3 days ago

Read more

Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire Sam Marks and Entrepreneur Johnny FD invest like a boss while sharing what their personal portfolios are, and how they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of investing in the modern age in a fun, entertaining way. The show hosts interview the worlds 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 lending, to robo-advisors, equity crowd-funding to REITS. Investors today need to combine centuries of investment wisdom with an modern outlook and approach. Entrepreneur Sam Marks and Johnny FD retired in their early 30’s through business successes and now focus on learning how to invest alongside the listeners in order to put their hard earned money to work.Copyright Invest Like a Boss Inc.

Rank #1: 122: Lifestyle Investing, Passive Income, and The Financial Dream

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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.

Jun 10 2019

1hr 3mins

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Rank #2: 112: FIRE – Financial Independence, Retire Early

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Sam Marks and Johnny FD has officially hit FIRE, meaning that they are financially independent with an early retirement. They’ve both reached their success in such unique ways that will inspire you!

During this episode, Sam and Johnny FD will share how they hit FIRE including how YOU can do the same. Find out how much money you actually need to retire and how to calculate it. Understand the 4% rule and learn to apply it to your life. Listen to the end to hear about the downside to the FIRE movement and what you can do even after you hit your ultimate FI number.

Link:

Where we are:

  • Johnny FD & Sam Marks - 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

Book:

Time Stamps:

  • 03:54 - How Johnny FD and Sam hit financial independence
  • 10:17 - The benefits of being financially independent and retiring early
  • 13:35 - How much money do you actually need to retire?
  • 19:07 - Managing your expenses and location arbitrage
  • 27:26 - Foreign income tax exclusion and legal loopholes
  • 34:41 - Earning more money and creating more income streams
  • 45:04 - Utilize debt to your advanced
  • 47:41 - Understanding the 4% rule and applying it to your life
  • 58:40 - “The number one fear in the world is running out of money when you’re still alive” - Sam Marks
  • 01:06:09 - The downside to the FIRE movement
  • 01:15:14 - Working after you reach your FI number

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.

Dec 05 2018

1hr 25mins

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Rank #3: 38: Chris Dunn: Bitcoin, Crypto-Currencies, and How to Profit

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Chris Dunn is a world-renowned entrepreneur, investor, and educator. He has unique expertise in crypto-currencies that he developed off a background in day trading.  He uses this powerful medium to profit off trades in Bitcoin and other crypto-currencies as well as direct investments in Fin-tech start-ups. 

Chris joins us from his base in Austin, Texas to give us his perspective on how the average investor may look to play Bitcoin, what the risks are, how to acquire and store digital coins, and what the future may look like. It is an eye-opening episode and a great intro to the new and complicated category of crypto-currencies.

Chris's Links:

Website: Chris Dunn Company: Skill Incubator Twitter: @ChrisDunnTV

Discussed:

ILAB 19: Simon Black – Finding Outsized Returns Off the Beaten Path Crypto-Currency Market Capitalizations: Coin Market Cap

Book:

Harry Dent: The Sale of a Lifetime

Show Notes:

03:15 - Skill Incubator 04:30 - Traveling 60+ cities 06:16 - Austin Texas 07:11 - Video Podcasting 08:30 - What is Bitcoin & Cryptocurrencies? 12:03 - Blockchain 12:20 - Value of Bitcoin 15:32 - Invest and save capital 18:18 - Flaws and drawbacks 22:10 - Daily exchange and taxes 25:15 - Making a profit 24:48 - Where to buy 30:47 - Public and private key 35:23 - Coinbase 36:10 - Proper trading 39:13 - First-time investment experience 43:40 - Competitors & market caps 46:24 - Gold & precious metals 50:49 - Johnny’s Bitcoin investment 52:42 - How Sam lost $30,000 55:37 - Tesla downpayment 56:08 - Accepting Bitcoin for digital product 57:25 - Banks, large bills & paper money 1:01:00 - Amazon coin 1:05:42 - Paypal’s rolling reserve

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.

Jan 25 2017

1hr 15mins

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Rank #4: 12: Real Estate Investing with Fundrise CEO Ben Miller

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Ben Miller is the Co-founder and CEO of one of the hottest new investment products available today – Fundrise. Their platform gives unaccredited investors the opportunity to invest directly in big property deals with as little as $1,000. By being a low cost model and required to pay out 90% of income, their eREIT provides high yielding returns to investors on a quarterly basis.

Ben comes on the show to discuss his 17 years of real estate and tech experience and how the combination of that skills has lead to the creation of Fundrise.  This episode goes into extensive detail around all forms of real estate investing and will appeal to anyone who is interested on the broader category. 

**disclosure, Sam is currently invested in their Growth eREIT

Relevant links for guest: 

Ben’s Twitter – http://twitter.com/BenMillerise

Where are we:

Ben Miller: Washington DC. Sam: Singapore 

Recommended: 

Rich Dad Poor Dad Invest in Fundrise with as little as $1,000

Discussed (relevant links):

Vanguard REIT – Senior Property Housing Trust MAPLE TREE INDUSTRIAL Trust iShares REIT JOBS ACT

Time Stamp – Topic:

05:45 – What Fundrise is 06:30 – What is a eREIT? 07:50 – Difference in income REIT and growth REIT 09:00 – Ben’s 17 years of experience in Real Estate 12:30 – Getting great mortgage rates 13:10 – Surviving downturns in property and stock markets 14:30 – The appeal of REITs as a cash flow investment 15:15 – Fundrise vs a public REIT 17:00 – How many properties will the REITs invest in 19:30 – Investment windows for Fundrise 22:30 – FAT built into public REITs 23:00 – Finding high yielding REITs 23:45 – Find properties to add to the eREITs 26:00 – Fundrise vs. big institutions 26:00 – Managing property operators 26:30 – What markets do you find hot? 27:30 – Why being small gives you an advantage 30:00 – REITs paying out 90% of income 32:30 – Investing for non accredited investors 32:45 – The JOBS Act relevance to Fundrise 35:45 – Minimum investments and average investor 38:00 – Can non US citizens invest through Fundrise 40:00 – When do REITs cap out? 42:30 – Appreciate / depreciation potential 44:15 – Valuing the REITs each quarter by a 3rd party 48:20 – What is an ideal length of time to invest in a REIT? 50:30 – Listener questions 53:30 – Owning Fundrise vs. buying an investment property 57:45 – What happens if Fundrise gets nuked 58:05 – Find out more about Fundrise

Invest in Fundrise with as little as $1,000 with this invest

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.

Jul 15 2016

55mins

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Rank #5: 25: Paul Merriman: 12 Investment Decisions Guaranteed to Change Your Financial Future

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Paul Merriman is an internationally recognized authority on mutual funds, index investing, asset allocation modelling and buy-and-hold strategies. He has over 50 years of investing and advising experience and we are stoked to be able to tap into his wealth of knowledge. Although Paul is “retired” he is as busy as ever, educating people of all ages on how to take investment decisions into their own hands. On this killer episode, we discuss one of his books “101 Investment Decisions Guaranteed to Change Your Financial Future” and break it down into the 12 top points. On each point, Paul explains the decision in detail and gives us advice on how to apply this practically to our own portfolios. This is a great episode for all levels of investing experience.

Relevant links:

Pauls website - http://paulmerriman.com/

Recommended Books:

Paul Merriman - 101 Investment Decisions

Tony Robbins - Money Master of the Game

Discussed: 

Five Steps to More Money, Less Risk and More Peace of Mind https://youtu.be/P552ZhCxnrE

Time Stamp - Topic:

02:30 - Retirement home in Mexico

09:00 - How Paul started with finance

13:25 - Choosing to save vs. spend

20:26 - Making 16% interest on a CD

23:40 - Long term investing with stocks over bonds

29:40 - One stock vs. many stocks  

33:20 - Stockbroker story selling

34:38 - Investing like a multi-millionaire

37:00 - Thoughts on Tony Robbins Money Master of the Game

40:15 - Personal picks or hire an expert

42:27 - Load funds vs. no-load funds  

48:40 - Operating mutual funds with high expenses vs. low expenses  

54:20 - High taxes, low taxes and no taxes with a Roth IRA / 401k

57:40 - Managing active and passive index funds

59:57 - Total market fund vs. Total market + value and small cap

1:02:30 - Using you select funds or target date funds

1:04:20 - 100% Target date funds vs. target date and adding small cap value

1:08:00 - Do you trust Wall Street, Main Street or University Street academics?

1:13:22 - Are international stocks necessary?

1:15:55 - Financial advisory hiring strategy

1:18:20 - Paul’s future asset allocation model

Oct 26 2016

1hr 34mins

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Rank #6: 54: How Anyone Can Retire in 10 Years or Less, with Todd Tresidder

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Todd Tresidder is a retired hedge fund manager turned money coach and financial blogger at Financialmentor.com. He became financially independent at age 35 through investing and is still an active investor who earns consistent investment returns in both up and down markets. Todd has successfully helped over 15,000 people jumpstart their financial freedom and plan for early retirement.

During the show, we will explore strategies much different than the traditional methods taught by many other financial experts. Todd will share his thoughts on Robo-advisors like Vanguard and real estate crowdfunding. We’ll also discuss the unknown side of financial independence and the problems you may face once you’ve achieved success.

Links:

Financialmentor.com

@Financialmentor

Where are we:

Barcelona, Spain - Sam & Johnny FD

Lake Tahoe, Nevada - Todd

Discussed:

Article: How Anyone Can Retire in 10 Years or Less

Todd’s Course - 7 steps to 7 figures

Book:

Start Here – Recommended readings

Time Stamps:

03:14 - Achieving wealth and early retirement

08:09 - Retiring in 10 years

17:17 - Frugality and high savings

23:20 - Real estate and entrepreneurship

24:58 - Foreign real estate

26:46 - Best path to retirement for all individuals

32:31 - Financial freedom with kids

34:46 - Using Robo advisors such as Vanguard

37:06 - Real estate crowdfunding issues

40:40 - Problems once you’ve achieved success

43:10 - Unknown side of financial independence

50:33 - Diversifying and due diligence

53:46 - Passive vs. active investing

56:10 - Preparing for success

56:30 - Fun to hassle ratio

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.

May 18 2017

59mins

Play

Rank #7: 95: Finance Tips Your College Professors Didn’t Teach You - Michael Taylor

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Michael teaches personal finance at Trinity University and writes a weekly finance column for the Houston Chronicle and San Antonio Express News. He previously sold bonds for Goldman Sachs, and used to run a distressed debt hedge fund. He is not your typical finance professor as he gives you the real-life perspective of how to manage your money.

During the episode, Michael reveals several tips in growing wealth which you did not learn from school. He believes that venturing into investments at an early age promises a future of fortune. He explains how compound interest works, why we need to understand it, and what benefits it could provide. You might not be interested in learning such early in life, but once you listened to this episode, you’ll have a whole new outlook at your finances.

Where we are:

Johnny - Bulgaria

Sam - Florida

Book:

The Financial Rules for New College Graduates

Discussed:

ILAB 11 – Advice for 17-24 Year Olds on Money, College, Credit and Finances

Time Stamps:

07:52 – Why professors experience difficulty understanding and teaching finance 13:05 – His personal finance course 16:55 – Students in debt vs. Students investing 24:00 – Investment advice for young adults 32:12 – Explaining compound interest to young adults 38:53 – US Tax Code 43:10 – Saving money based on income 49:04 – Advise for youngsters in getting an investment adviser 56:47 – The use of Robo-Advisor 1:00:28 – Favorite investment books 1:05:21 – What to look forward to in his book

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.

Jun 11 2018

1hr 34mins

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Rank #8: 05: Turn $50k into $3 Million with SEP-IRAs

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David Steiner reaches out to Johnny FD about his recent $60k windfall after selling his dropshipping store last month. David as over 22 years of experience in a wide variety of business and information technology environments including over 17 years of SAP, 15 years of SAP Business Warehouse and 3 years of BusinessObjects. In this episode we talk about how to safety plan a retirement portfolio over a 15-20 year period to produce maximum profit.

Contact David – LinkedIn

Roth IRA Potential Return – IRS Government

Gift Tax Issues – IRS Government

SEP Plan FAQ’s – IRS Government

Vanguard Predictions – Spreadsheet

Time Stamp  Topic

(00:03:30)       Obama’s “MY IRA” Plan (00:06:00)       Paying Taxes on a $60k Paycheck (00:11:40)       David’s Qualifications and Expertise (00:14:35)       Moore’s Law with Small Companies (00:16:45)       Sector Funds with Vanguard (00:18:00)       S&P 500 and Total Stock Market Index (00:21:00)       Small Company Index Mutual Funds over 30 Years (00:24:30)       Equity and Keeping Expenses Low (00:25:30)       When the Market Drops over 5% (00:27:45)       Big Risks in Energy Market Funds (00:29:10)       Fifteen Year Retirement Plan (00:30:00)       College Financing Options (00:31:52)       Obama Care – Healthcare Savings (00:37:50)       Up to $54K in a Tax Deferred Investment (00:42:00)       Roth and Traditional IRA’s Options (00:47:00)       SEP Withdrawal Fee’s (00:51:00)       Turn $50k into $3 Million (00:58:00)       Certified Financial Planners for Professional Advice (00:59:00)       Real-estate and Sector Funds with Vanguard

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.

Jun 13 2016

1hr 4mins

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Rank #9: 43: Fundrise eREITs: How to Choose Your Investments with Kendall Davis

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Kendall Davis is the All-Star Director of Investments at Fundrise and based in Washington D.C. Since Episode 13 with their CEO Ben Miller, we have made multiple new investments into the Fundrise eREITS. As with other modern investment products, new questions are constantly popping up around the structure of the investment, how it works, and what to expect. Previously, Kendall had fielded several of our questions and helped us grow confidence in our investment selections.

We were excited to have her on this new episode to answer a fresh batch of listener submitted questions including some of our own. In addition, Fundrise just announced their own IPO and Kendall discussed what this means for investors and their company.

Links:

Linkedin @KendallDavisDC contact@fundrise.com investments@fundrise.com

Discussed:

Real Estate Investing with Fundrise CEO Ben Miller - ILAB 12 What You Need to Know About Dividend Investing in 2017 - ILAB 42

Time Stamps:

04:39 - Growth REIT pay off 09:40 - Dividend distribution 13:10 - Providing equitable access 15:50 - Choosing a REIT to invest in 19:40 - Tax consequences 21:50 - Tracking the value of assets 26:55 - Unrelated fundamental factors 28:35 - Borning annuities 29:50 - Holding regional funds 32:32 - Fixed rate of return 34:20 - Liquidity options 38:18 - IPO 43:10 - Support Q&A 45:50 - Blocked Paypal account 48:01 - Johnny & Sam’s REIT investment 51:50 - Fundrise service perks 55:10 - IPO details

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.

Mar 01 2017

1hr

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Rank #10: 68: Municipal Bonds, How Insiders Scale Their Tax Free Income

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Michael Foster, the ‘CEF Professor’ from Contrarian Outlook, joins us for another episode to explain how to use municipal bonds to scale your tax-free income. 

During this episode, you'll find out how to buy municipal bonds, determine if you should buy an individual muni bond, and understand the risk levels of the entire process. You'll learn how a municipal CEF operates, what tools to use, and how interest rates impact closed end funds. Listen to the end to hear Michael's top three muni funds and what Sam and Johnny Invest into themselves.

Links:

Contrarianoutlook.com The CEF Newsletter

Where are we:

Sam/Michael  - Bangkok Johnny - Ukraine

Recommended:

Link to the newsletter: CEF Insider

2 Recent Articles on Municipal Bonds: The Shockingly Common Mistake That’s Costing You Thousands These 6%+ Yielders Are a Screaming Bargain

The muni funds recommendations discussed:

Neuberger Berman New York Intermediate Municipal Fund (NBO) Nuveen New Jersey Quality Municipal Income Fund (NXJ) Pioneer Municipal High Income Trust (MHI)

CEFconnect.com

Discussed:

ILAB 63 – Talking CEFs for 9.9%+ Yield with ‘CEF Professor’ Michael Foster

Books:

Start Here – Recommended Reading

Time Stamps:

06:09 - Are muni bonds boring?

07:27 - Why others invest in muni bonds?

09:01 - Tax considerations

10:02 - Three ways to buy municipal bonds

10:40 - Should you buy an individual muni bond?

13:00 - How does a municipal CEF operate?

15:25 - Average cap size

17:10 - Close end funds and rising interest rates

23:03 - Market trends and sell off

25:15 - Tools, software, and historical returns

26:59 - What is the risk level?

27:06 - Default rates

29:29 - California, New Jersey, Illinois

34:46 - Should you worry about fees?

38:55 - Recommended muni funds

48:42 - Investing in muni bonds

57:36 - Wealthfront investments

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.

Aug 24 2017

1hr 2mins

Play

Rank #11: 78: Bitcoin 101, How to Invest In Cryptocurrency

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Bitcoin, a digital currency, has been creating hype for thousands of investors around the world. We probably have heard about Bitcoin and other cryptocurrencies circulating around the internet and a lot of people want to understand what it is, how it works, and why they should invest in it.

This episode helps you answer the question – Should you own Bitcoin? Johnny and Sam give their insights on Bitcoin and other cryptocurrencies and why it is considered the future. They recount the growth of Bitcoin over the years. They give tips on where and how to buy them, how much should you invest, and how to keep them safely stored. They also specified the downside of Bitcoin and what to expect when owning one. For those who are interested in buying Bitcoin, listen to this episode and find out if this investment strategy is perfect for you.

Links:

CoinBase.com

Kraken.com

Where we are:

Johnny - United States

Sam - United States

Discussed:

Audible 30 Day FREE Trial

ILAB 38 - Chris Dunn: Bitcoin, Crypto-Currencies, and How to Profit

ILAB 71 – Bitcoin vs. Ethereum, and the future of the Internet – Ivan on Tech

Time Stamps:

04:38 – Should you buy Bitcoin

09:18 – Ripple used by banks

10:24 – What makes Bitcoin popular?

17:20 – The growth of Bitcoin

18:27 – Predictions for Bitcoin

20:27 – Highest trading volume in terms of countries

22:04 – Governmental Risk

26:27 – How much should you invest in Bitcoin?

30:38 – Ether vs. Bitcoin

31:51 – Downside of Bitcoin

40:14 – Where and how to buy Bitcoin?

46:43 – How to safely store your Bitcoin?

52:49 – Plan of Action

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.

Dec 07 2017

1hr 1min

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Rank #12: 50: Wealthfront CEO Andy Rachleff, Investing the Robo Way

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Andy Rachleff is not only a veteran in finance, he is also a pioneer in modern investing. Wealthfront is due more than their fair share of pioneering and innovating Rob-advisors, and helping millions of people start investing in the market in a smarter, more efficient way. At the time of this episode, Wealthfront is managing over $5.5 Billion for all types of investors from beginners to high net worth individuals. Robo-Advisors (or automated investing as Andy prefers to call it) have been sweeping the finance sector making it easy and transparent to invest in the market.

On this episode, we get to tap into Andy’s nearly 4 decades of experience in finance and investing, explore efficiencies in the Wealthfront platform, and see who Robo-Advisors are a good investing instrument for.

Links:

Linkedin @arachleff

>Try Wealthfront – Get $15,000 managed Free

Where are we:

South Carolina - SamNorthern California - AndyBali - Johnny FD

Discussed:

If you like vanguard, you’ll love Wealthfront

Book:

A Random Walk Down Wall Street - Burton G. Malkiel

Time Stamps:

02:52 - From VC to entrepreneur05:02 - A tip to outperform the market 06:55 - Financial advisors08:54 - Choosing fund and ETFs14:23 - Artificial Intelligence usagexxx20:41 - Three ways you can control the market25:31 - Time-weighted return vs money weighted return29:01 - Passive investing33:05 - Robo-advisors market share35:02 - Software based auto advisors39:17 - Is there a future for traditional advisors?42:30 - Tax loss harvesting44:50 - Lump sum or dollar cost averaging46:55 - Time-weighted return vs money weighted return51:00 - Is Robo-advisory right for you?

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.

Apr 18 2017

53mins

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Rank #13: 77: Turnkey Real Estate Investing vs. REITs

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Matt Bowles is the co-founder of Maverick Investors Group, which helps real estate investors buy performing rental properties in the best real estate markets regardless of where they live. They offer a very interesting investment strategy where you get to own a property without being physically present.

On this episode, he talks about the advantages of owning hard assets over investing on paper assets. He explains the process of buying properties, assessing income, and closing contracts. He also explains the management and maintenance set-up and how the net operating income is calculated. He also gives away tips for real estate investors in order to succeed in this investment venture.

Links: Website: maverickinvestorgroup.com

Time Stamps:

0:31 – The mission of Maverick Investors Group

2:03 – What is Turnkey Real Estate Investing?

4:21 – Advantages of buying hard assets

10:11 – Building portfolio

13:54 – Leveraging properties

19:02 – Calculating Net Operating Income (NOI)

23:22 – Capitalization rate

27:51 – The process of buying a property

31:39 – Management and maintenance

37:56 – How to close contracts?

39:55 – How much income for mortgaged properties?

42:37 – Cash flow calculation

45:12 – Tips for real estate investors

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Copyright 2017. All rights reserved. Read our disclaimer here.

Nov 22 2017

1hr 14mins

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Rank #14: 65: Bitcoin vs. Stocks, Tesla vs. Ford

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Mike Murgio will explain why Tesla or Ford may be your next investment including how to compare, value, and buy these individual stocks. Find out why Tesla is surpassing Ford in market share and Mike's current view on the equity market and potential crash. You’ll also get an introduction to Bitcoin Cash and understand how cryptocurrency is disrupting the currency industry. Listen to the end to hear some of the Telsa engine types and featured options.

Links:

LinkedIn

Where are we:

Sam Marks - Thailand Johnny FD - Ukraine

Discussed:

ILAB 38 – Chris Dunn: Bitcoin, Crypto-Currencies, and How to Profit ILAB 52 – The # 1 Rule of Investing, with Phil Town

Try Freshbooks FREE 

Books:

Start Here – Recommended readings

Time Stamps:

04:50 - Bitcoin hard fork to cash 07:53 - The problem with cryptocurrency 18:11 - Tesla surpassing Ford in market share 21:45 - Debt, equity, and revenue 29:49 - Enterprise value comparison 40:39 - Debt holder advantages 44:05 - Should you invest? 50:20 - Energy businesses 52:50 - GM bondholders money loss 58:17 - Current view on equity market 1:06:28 - Price earning ratio 1:08:37 - Releasing the first Tesla Model 3 1:11:51 - Disrupting the currency industry 1:14:27 - Predicting the stock market crash 1:18:43 - Is Ford on the way out? 1:21:25 - Tesla engine type options

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.

Aug 02 2017

1hr 29mins

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Rank #15: 27: DoughRoller, Robo-Advisors and Tax Loss Harvesting

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Rob Berger is the man behind DoughRoller.net. We’ve appreciated his material over the last year and found his research and content on Robo-advisors particularly pertinent to our recent discussions. Jon Stein came on the show back in episode 22 to discuss Betterment, and we wanted to get Rob’s take on the benefits of Robo-advisors like Wealthfront and Betterment.

On this episode, we compare the top 2 leading Robo-advisor platforms and discuss the pros and cons of tax-loss harvesting, the overall value of this automated feature, and which type of accounts it is most effective in.

Relevant links:

Blog - http://www.doughroller.net/ Linkedin - https://www.linkedin.com/in/bergerra Twitter - https://twitter.com/Doughroller/media

Where are we:

Sam – Florida Rob – Virginia Johnn FD - Chiang Mia

Discussed (relevant links):

Free spreadsheet - A tool Rob uses to track his portfolio performance Investing in gold and Silver - Buying gold and silver bullion a smart move ILAB 22 -Betterment Ceo Jon Stein a Decade of Pioneering Robo Advisory ILAB 15 - Meb Faber on Building the All Seasons Portfolio

Show Notes:

06:00 – Robs Portfolio with Betterment, Wealthfront and Vanguard 08:15 – Life strategy fund vs. target date retirement fund 11:05 – Tax loss harvesting long-term benefits 22:48 – Index fund Low cost passive investing 24:21 – Wealth Front vs. Betterment 27:29 – Rob’s personal investment allocation model 28:50 – Is owning gold and silver a productive asset? 32:50 – Investing in one platform consistently 34:17 – Pricing fees with Wealth Front and Betterment 36:00 – Auto saving money since 18 years’ old 40:00 – Vanguard vs. Robo-advisory 42:00 – Presidential election 2017 Trump vs. Clinton

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.

Nov 08 2016

46mins

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Rank #16: 23: From $0 to Self Made - How to 300X Your Investment

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In this episode we do a much anticipated deep dive into co-host Johnny FD’s personal story on how he got started by investing in himself way before he ever bought REITs or ETFs. Most importantly how he made his first dollar even before what he's already shared. He talks about the life lessons he learned from his parents, his first job and how all of that played a part in preparing him for success. 

Relevant links for guest:

JohnnyFD.com

http://antonmethod.com/

Where are we:

Sam - Graz Austria

Johnny – Chiang Mai Thailand

Recommended (books, subscriptions):

Johnny FD - LifeChangesQuick.com

Johnny FD - 12WeeksinThailand.com

Tim Ferriss – 4 Hour Work Week

Discussed (relevant links):

Johnny FD: MVP Hacking - Minimum Viable Product (2016 Nomad Summit) -https://www.youtube.com/watch?v=mi926o5rlFA

Digital Entrepreneur Conference - Nomadsummit.com

Muay Thai Blog - Myfightcamp.com

Broke? Here's How to Start Making Money Online!

ILAB 02 – From $1k to Future Millionaire: Johnny FD’s Investments

ILAB 10 – Empire Flipper’s CEO: Investing in profitable, cash flow websites

Sep 30 2016

1hr 15mins

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Rank #17: 03: Foreign Exchange Trading with Brian from Art of FX

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Brian Jimerson, founder of Art of FX learned how to trade foreign exchange currency while homeless and living in his car. It was there while stealing Wi-Fi from Panera Bread he made his first million dollars with FX trading.

In this episode we talk about how ForEx can for everyone, how Sam Marks got 30% returns last year when all of his other returns were flat, and how using leverage will maximum your return on investment. We also talk about the actual time and hard work it requires to make up to 200 trades per day and overcome a loss of $1 Million dollars.

Where are we:

Bangkok, Thailand (Brian’s Penthouse)

What we are drinking:

Johnny Walker Platinum Label 

Relevant links for guest:

Brains Website: Art of FX Live Trade – Trading View Wealthfront

Time Stamp Topic (00:01:18) What is ForEx Trading (00:01:50)

Jun 13 2016

1hr 15mins

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Rank #18: 118: Estate Planning 101 with Matthew Wiley

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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.

Mar 08 2019

1hr 18mins

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Rank #19: 89: AirBnB Income Stream, Investment Properties and 3rd Party Management with Frank Valencia

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Frank Valencia is the Sr. Managing Partner at Bongo Property Management; a fast-growing AirBnB property management which helps your short-term rental business becomes a success. They are currently operating in the United States, Latin America, and Europe – and are planning to expand to new cities later on.

During the episode, Frank explains the services they provide at Bongo PM. As an expert in the business industry, he describes the benefits of having their company manage your properties for short-term rentals. Listen in and learn a lot about the short-term rental market, including size demands, occupancy rates, investment returns, and the ideal countries to own properties.

Where we are:

Johnny - Nepal

Sam - Denver

Links:

Bongopm.com

Time Stamps:

09:07 – Who is Frank?

10:06 – The growth of Bongo PM

10:27 – AirBnB

12:39 – Return on investment

15:12 – Bongo PM analytic service

16:44 – Expanding to new cities

17:42 – Impact of reviews

19:23 – Property types and its demands

21:43 – Occupancy rates

23:03 – Optimizing seasons

24:14 – Insurance options for Risks of damages

26:03 – Length of agreement

29:07 – Ideal properties for short-term rental

31:21 – Investment opportunities in Bongo PM

32:25 – The future of Bongo PM in the industry

38:29 – Bongo PM Rates

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.

Mar 22 2018

48mins

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Rank #20: 42: What You Need to Know About Dividend Investing in 2017

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Ky Trang Ho is the founder of Key Financial Media LLC which produces marketing content for financial service firms and is a regular contributor to the financial column including a recent article that peaked our interest called What You Need to Know About Dividend Investing in 2017. The Forbes article has some interesting insights that are both exciting as an investor and cautionary.

Ky also covers and reviews Shark Tank and had the recent privilege to interview Kevin O’Leary. We sit down to get Ky’s thoughts on the stock market, how to invest in high yielding funds in 2017, and to hear what she personally invests in.

Guest Links - Ky Trang Ho

Forbes Contributor -- Investing KeyFinancialMedia.com @KyTrangHo Facebook LinkedIn

Where are we:

Tahoe, CA - Sam Los Angeles, CA - Ky Thailand - Johnny

Discussed:

Ky’s recent article in Forbes Kevin O’Leary - OShares Vanguard High Dividend Yield Index Fund

ProShares S&P 500 Dividend Aristocrats

What Ky Invests in:

Fundrise – Invest as little as $1,000 Realty Mogul

Books:

Start Here - Recommended reading

Time Stamps:

02:29 - Key Financial Media 03:18 - Shark Tank 04:20 - Kevin O'Leary 07:14 - Increase your dividends by 5% 09:00 - SMP500 dividend payments 09:50 - Vanguard 4% yield 13:30 - Dow Jones 15,000 15:50 - Dividend paying stock growth 17:30 - Bond market - Donald Trump election 20:00 - High yielding funds 21:21 - Raising interest rates 23:38 - Ky’s portfolio 25:30 - Fundrise investments 29:40 - Realty Mogul REIT 35:00 - Forbes contributors 40:00 - Vanguard small cap stocks 43:20 - Dividend payout 45:30 - Kevin O'Leary investments 48:00 - Recommended readings 51:38 - Sticking to what works 53:30 - Investment hack 55:20 - Stock market crash

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.

Feb 23 2017

1hr 1min

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