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16: William Bernstein: Lump Sum Investing vs. Dollar Cost Average
 
40:25
William Bernstein is a financial theorist, neurologist and Best Selling author of several books, including one of our favorites, The Intelligent Asset Allocator. He is a proponent of the equity or index allocation school of thought, believing that all equity selection strategies should be focused on allocating between asset classes, rather than selecting individual stocks and bonds, or from the timing of their sales. In this episode we talk the possible risk tolerance of an all stock portfolio and what age you should be when investing. We discuss some advantages and disadvantages of lump sum investing over a dollar cost average approach especially over a 12-month period. Lastly the importance of knowing financial history to choose the best time to buy stocks and how it correlates with GDP. Listen to the end to hear Williams advice he would like to give to his younger self and other inspiring investors. 
Views: 4538 Invest Like a Boss
64: Trading Options Full Time: $0 - $100K Annually with Kirk Du Plessis
 
01:04:02
Kirk Du Plessis is the founder of Option Alpha, an online education and coaching platform for investors interested in learning more about the financial markets and derivative options. Kirk is responsible for everything from maintaining the business model, revenue strategies, marketing, strategic partnerships with brokers, writing, design, and website development. During the show, Kirk will cover options strategies, risk management, trading psychology, option pricing and portfolio allocation. You’ll learn how other make this a full-time income including ways to optimize the process. Listen to the end to hear the best trading platforms plus Kirk personal investments. Full Show Notes - http://investlikeaboss.com/ilab-64-trading-options-full-time-0-100k-annually-kirk-du-plessis/ Links: LinkedIn - https://www.linkedin.com/in/kirkduplessis Optionalpha.com - http://www.optionalpha.com/ Optionalpha.com/toolbox (Software) - https://optionalpha.com/toolbox Where we are: Sam – Asia Johnny FD – Ukraine Kirk – East Coast USA Discussed: ILAB 57 – MJ DeMarco – What the Unscripted & Millionaire Fastlane Author Himself Invests In - http://investlikeaboss.com/ilab-57-mj-demarco-unscripted-millionaire-fastlane-author-invests/ ILAB 54 – How Anyone Can Retire in 10 Years or Less, with Todd Tresidder - http://investlikeaboss.com/ilab-54-anyone-can-retire-10-years-less-todd-tresidder/ Try FreshBooks Free - https://freshbooks.com/invest Books: Start Here – Recommended readings - http://investlikeaboss.com/start-here/ Time Stamps: 04:35 – Brief background 09:26 – Trading and running OptionAlpha 12:40 – Risks in Forex and options 15:01 – Common options 17:27 – Being a full-time investor 20:54 – Selling option contracts 24:22 – Leveraging methods 30:19 – Generating 6k per month 37:31 – Optimizing through software 42:52 – Win rate preference when trading 47:38 – Best trading platforms 49:51 – Kirk personal investments 56:47 – Buying index funds of VTI 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! - http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here.
Views: 5546 Invest Like a Boss
50: Wealthfront CEO Andy Rachleff, Investing the Robo Way
 
53:40
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. Full Show Notes & Screen Shots - http://investlikeaboss.com/ilab-50-wealthfront-ceo-andy-rachleff-investing-robo-way/ Links: Linkedin - https://www.linkedin.com/in/rachleff/ @arachleff - https://twitter.com/arachleff - Try Wealthfront – Get $15,000 managed Free - http://investlikeaboss.com/wealthfront Where are we: South Carolina – Sam Northern California – Andy Bali – Johnny FD Discussed: If you like vanguard, you’ll love Wealthfront - https://blog.wealthfront.com/vanguard-versus-wealthfront/ Book: A Random Walk Down Wall Street – Burton G. Malkiel - http://investlikeaboss.com/randomwalkdownwallstreet Time Stamps: 02:52 – From VC to entrepreneur 05:02 – A tip to outperform the market 06:55 – Financial advisors 08:54 – Choosing fund and ETFs 14:23 – Artificial Intelligence usagexxx20:41 – Three ways you can control the market 25:31 – Time-weighted return vs money weighted return 29:01 – Passive investing 33:05 – Robo-advisors market share 35:02 – Software based auto advisors 39:17 – Is there a future for traditional advisors? 42:30 – Tax loss harvesting 44:50 – Lump sum or dollar cost averaging 46:55 – Time-weighted return vs money weighted return 51:00 – 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! - http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here. - http://investlikeaboss.com/disclaimer/
Views: 626 Invest Like a Boss
24: Financial Samui, Sam Dogen Zero to One.
 
01:11:58
Sam Dogen from Financial Samurai is one of the premier bloggers and names in self-made success. His blog www.FinancialSamurai.com provides actionable advice in living responsibly, making smart financial decision, and steps to accumulating wealth for an early retirement. Sam is a guy who transitioned from corporate America, to going out on his own starting with a blog and parlaying his success into other investments to build several income streams. He reached retirement just a few years after at the age of 34, and now enjoys living on the West Coast, playing tennis, and advising FinTech companies. We were pumped to get him on the show to tell his story, his advice, and how he sees the world now being retired in his 30s. Relevant links for guest: Sam’s Twitter - https://twitter.com/financialsamura?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Sam’s Blog - http://www.financialsamurai.com/ Recommended (books, subscriptions): Sam Bogen - Financial Samurai: Slicing Through Money's Mysteries - http://investlikeaboss.com/financialsamurai Sam Bogen - How to Engineer Your Layoff eBOOK - http://www.financialsamurai.com/how-to-make-money-quitting-your-job-2/ Discussed (relevant links): I'm a strong believer in Stealth Wealth! http://www.financialsamurai.com/the-rise-of-stealth-wealth-guide-to-staying-invisible-from-society-rage/ How Much Can You Really Make Blogging For A Living - http://www.financialsamurai.com/blogging-for-a-living-how-much-can-you-really-make-online/  How To Build A Stronger Brand For Your Blog Or Career - http://www.financialsamurai.com/how-to-build-a-stronger-brand-for-your-business-blog-and-career/ Investment Strategies For Retirement Based On Modern Portfolio Theory - http://www.financialsamurai.com/investment-strategies-for-retirement-based-on-modern-portfolio-theory/ Never Quit, Get Laid - http://www.financialsamurai.com/dont-get-fired-or-quit-get-laid-off-instead/ Time Stamp - Topic: 07:40 - The #1 place for digital nomads 11:20 - How Sam retired by 34 15:50 - Investing $3k in the stock market 22:00 - Making $1,200 on a personal blog 26:00 - Quitting a multiple Six figure income 29:30 - Negotiating a severance 30:50 - Working as a full time blogger 32:00 - Active / passive investments 35:15 - Does $75,000 a year equal optimal happiness? 38:20 - Changing the asset allocation model 46:00 - Thoughts on robo- advisory 49:50 - Favorite asset class to build wealth 54:15 - Tracking net wealth and income stream 55:30 - Retired life after financial independence 59:40 - Advice to obtain financial freedom 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! http://investlikeaboss.com/bonus/ Copyright 2016. All rights reserved. Read our disclaimer here. - http://investlikeaboss.com/disclaimer/
Views: 2712 Invest Like a Boss
84: Note Investing 101, with Dave Van Horn
 
01:09:22
Dave Van Horn is the President and CEO of PPR Note Co., a company that brings investors unique opportunities to create passive income through investing in real estate notes. He is an expert in the real estate business with over 30 years of experience as licensed Realtor, Real Estate Investor, and Fundraiser. On this episode, Dave discusses the basic fundamentals of Note Investing including where and how to invest in it. He explains what a note is and how to profit from it. He shares his own venture from the real estate industry to the note business. You may not know what a note is; but after listening to this episode, you will understand how everyone is involved in this business. Full Show Notes - http://investlikeaboss.com/ilab-84-note-investing-101-dave-van-horn/ Where we are: Sam - Brazil Johnny - Chiang Mai Links: Dave’s Company: Pprnoteco.com Free ebook: Pprnoteco.com/learn Books: Rich Dad Poor Dad - http://investlikeaboss.com/richdadpoordad Discussed: ILAB 77 - Turney Real Estate Investing vs. REITs - http://investlikeaboss.com/ilab-77-turnkey-real-estate-investing-vs-reits/ Time Stamps: 01:02 – How he got into Note Investing? 08:29 – Buying notes vs. owning physical properties 10:36 – Basic definition of a Note 13:24 – Everyone’s role in the note business 14:20 – First notes he got involved in 15:31 – Individual investor to Institutional 16:25 – Where to acquire Notes? 16:44 – Classes of Notes 17:27 – Typical yields of the Notes 25:34 – What to do with non-performing Notes? 27:51 – What to know when starting in Note Investing? 31:45 – PPR’s fund premium returns 34:17 – How to invest in products on PPR? 39:47 – Difference between loan and mortgage 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! - http://investlikeaboss.com/bonus/
Views: 2826 Invest Like a Boss
57: MJ DeMarco – What the Unscripted & Millionaire Fastlane Author Himself Invests In
 
54:40
MJ DeMarco is the current founder of Viperion Publishing Corp., a media company focused on online and print content distribution. He also is admin/founder for The Fastlane Forum, the webs' leading destination forum for start-up, finance, and entrepreneurial business discussions. He was the former start-up Founder/CEO of Limos.com, a global ground transportation aggregator and marketplace that he successfully built and grew into a profitable multimillion dollar company, all with no money, no formal training, and with just a few employees. Through rigorous years of self-study, countless errors, and failures, MJ cracked the code to wealth and shockingly discovered that it had nothing to do with jobs, 401(k)s, mutual funds, or penny-pinching your life away for 40 years. During the show, MJ will share his financial roadmap that creates millionaires and gives you control over your financial plan. He’ll reveal his personal investment portfolio and explain how he balances success with happiness. Find out if you should demand the fastlane, take the alternative road-to-wealth, and live rich for a lifetime. Full Show Notes - http://investlikeaboss.com/ilab-57-mj-demarco-unscripted-millionaire-fastlane-author-invests/ Links: Mjdemarco.com - http://www.mjdemarco.com/ @MJDeMarco - https://twitter.com/MJDeMarco?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor LinkedIn - https://www.linkedin.com/in/mjdemarco/ Where are we: Sam & Johnny – Kilkenny Ireland @ The Work Junction Coworking - https://www.coworker.com/ireland/kilkenny/new-work-junction MJ DeMarco – Phoenix, Arizona Books: - (NEW!) UNSCRIPTED: Life, Liberty, and the Pursuit of Entrepreneurship - http://investlikeaboss.com/unscripted - The Millionaire FASTLANE - http://investlikeaboss.com/millionairefastlane Time Stamps: 04:26 – Writing Millionaire Fastlane 08:01 – The turning point in MJ’s life 10:01 – Is the fast lane for everyone? 11:28 – Mistakes made over time 14:21 – Lamborghinis and road rage 15:10 – Real Estate and homeowners 16:34 – Buying municipal bonds 20:04 – Selling options 26:11 – Arizona state income tax 28:06 – Success and happiness 30:14 – Fast lane, slow lane & sidewalk 40:03 – Making your home a resort 44:25 – Slowlane vs. fastlane 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! - http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here.
Views: 9176 Invest Like a Boss
88: Structuring Tax Free Income, Puerto Rico Act 22 - Jorie Roberts
 
58:58
Jorie Roberts is the founder of Marjorie Roberts, PC, a firm composed of attorneys who specialize in tax, corporate/securities, and business law, and work with the economic incentive programs in Puerto Rico and the U.S. Virgin Islands. She has a vast knowledge of tax law and holds law degrees from Harvard University, Cambridge University, and New York University. During the episode, Jorie explains two tax laws, known as Act 20, the Export Services Act, and Act 22, the Individual Investors Act, which shields new residents of Puerto Rico from paying most federal income. And since these laws apply to the residents of Puerto Rico, Jorie discusses the process and requirements in applying for residency. Also, she gives comprehensive examples on what is eligible for tax exemptions. Full Show Notes - http://investlikeaboss.com/ilab-88-structuring-tax-free-income-puerto-rico-act-22-jorie-roberts/ Where we are: Jorie - U.S. Virgin Islands Sam - Denver Colorado Michael - Bangkok Links: Jorie’s Firm - MARJORIE ROBERTS, P.C. - Attorneys at Law - http://www.marjorierobertspc.com/ Michael’s publication - CEF Insider - https://contrarianoutlook.com/members/signup/Fast-Gains Time Stamps: 04:01 – Acts 20 and 22: What they are and who they’re for? 05:59 – Applying for residency in Puerto Rico 10:15 – Is owning Real Properties required? 11:45 – How can expats benefit from the tax exemptions? 13:52 – Income tax structure using Act 22 16:29 – Are Interests and Dividends taxed? 19:44 – Examples of income structures and its tax exemptions 29:25 – What is eligible for tax exemption? 32:12 – Application process for both Acts 36:02 – Recommendations on how to start 45:32 – Tax in the US vs. other countries 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.  
Views: 2571 Invest Like a Boss
15: Meb Faber on Building The All Seasons Portfolio
 
01:05:02
Meb Faber is one of our hero’s in Finance. A high energy straight shooter that is highly explorative and analytical. He gave up his skis to catch the surf in Manhattan Beach while co-founding his company Cambria Investments Management. Many of our listeners already follow Meb through his blog, podcasts and many books, and had to chance to catch up with him about modelling an “All Seasons Portfolio”.   Originally introduced by BridgeWater’s Ray Dalio, the investment allocation was once again hyped up in its reintroduction of Tony Robbins new book Money Master the Game. Meb has researched and compared dozens of the most coveted asset allocation models dating back to the early 1900’s and we wanted to see how the All Seasons Portfolio stacked up against others like the Perfect Portfolio, and the 60/40. This episode is perfect for anyone looking to learn how to model a buy and hold portfolio and learn more about how today’s economic environment may give clues to future investment performance. 
Views: 4854 Invest Like a Boss
52: The # 1 Rule of Investing, with Phil Town
 
01:12:58
Phil Town is an investor, motivational speaker, hedge fund manager and 2x New York Times best-selling author. Through Rule #1 Investing, he teaches personal investing at a free 3-day workshop where he empowers people to invest money on their own and stop relying on fund managers to determine their financial future. Phil started in the U.S special forces and worked as a Grand Canyon river guide up until 1980. He fell into finance in such a unique way and managed to turn $1,000 into over $1 million in just 5 years. Find out how Phil's methods contributed to all of his success in life and investing. Full Show Notes - http://investlikeaboss.com/ilab-52-1-rule-investing-phil-town/ Links: Linkedin - https://www.linkedin.com/in/philtown/ Facebook - https://www.facebook.com/rule1investing @Rule1_Investing - https://twitter.com/Rule1_Investing - Phil’s 3-Day Transformational Investing Workshop - http://www.ruleoneinvesting.com/ILAB Where are we: Barcelona – Sam & Johnny FD Atlanta – Phil Discussed: ILAB 50 – Wealthfront CEO Andy Rachleff, Investing the Robo Way - http://investlikeaboss.com/ilab-50-wealthfront-ceo-andy-rachleff-investing-robo-way/ Invested: The Rule #1 Podcast is LIVE. Here Are Episodes 00-03 - http://www.ruleoneinvesting.com/blog/podcast/invested-the-rule-1-podcast-is-live-here-are-episodes-00-03/ Book: Start Here - http://investlikeaboss.com/start-here/ Time Stamps: 03:17 – Serving in the green Barrett 04:17 – Exploring East Coast of United States 08:18 – Rafting guide in the Grand Canyon 09:38 – Making the first million 12:10 – Meditating with family 20:39 – Investing before the internet 26:28 – Modern Portfolio Theory 29:37 – The number one rule of investing 32:53 – Is accessibility to the market bad? 35:55 – Buying in a depressed market 38:31 – Should you play the market crash? 41:56 – The 4 investing principles 42:54 – Learning from people like Warren Buffett 55:23 – Snapchat investing opportunity 1:00:24 – Do you need a financial advisor? 1:05:04 – Risky investment portfolios 1:06:13 – Facebook stock value 1:07:35 – Managing a work-life balance 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. -http://investlikeaboss.com/bonus/
Views: 11015 Invest Like a Boss
43: Fundrise eREITs: How to Choose Your Investments with Kendall Davis
 
01:00:39
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. Full Show Notes - http://investlikeaboss.com/ilab-43-fundrise-ereits-choose-investments-kendall-davis/ Links: Linkedin - https://www.linkedin.com/in/kendall-davis-37504617/ @KendallDavisDC - https://twitter.com/KendallDavisDC [email protected] [email protected] Discussed: - Invest in Fundrise with as little as $1,000 with this invest - http://investlikeaboss.com/fundrise Real Estate Investing with Fundrise CEO Ben Miller – ILAB 12 - http://investlikeaboss.com/ilab-12-real-estate-investing-with-fundrise-ceo-ben-miller/ What You Need to Know About Dividend Investing in 2017 – ILAB 42 - http://investlikeaboss.com/ilab-42-need-know-dividend-investing-2017/ 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! - http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here. - http://investlikeaboss.com/disclaimer/
Views: 3825 Invest Like a Boss
ILAB 04 – Stan’s Brutally Honest Factual Expertise About Annuities
 
44:51
Stan The Annuity Man, a.k.a. Stan Haithcock, is a nationally recognized expert on annuities known for his transparency, honesty, and endless research. He started out trading millions at the World Trade Center and now 100% of his portfolio is invested in his unique approach to annuities. In this episode we talk about the low risk options for long term investors that want to know their income stream 20 years from now. We also talk about fixed interest, stock market risks and what you should know before investing your money with other agent companies. Full Show Notes: http://investlikeaboss.com/ilab-04-stan-the-annuity-man/ Stan’s Website – Stan The Annuity Man - http://www.stantheannuityman.com/ Time Stamp Topic (00:01:00) Worked at World Trade Center (00:02:00) #1 Annuity Agent in the U.S. (00:02:19) Contractual Guarantee’s (00:03:40) Roman History (00:04:08) P.I.L.L Categories (00:05:50) Life Insurance (00:09:23) Fixed Index (00:13:43) Interest Rates (00:17:45) Downside Risk Protection (00:22:00) Texas Creditor Protection (00:24:00) Lifetime Income Stream (00:25:00) FDIC Insurance Limit (00:27:58) Flash Boys Michael Lewis (00:32:00) Park your Money (00:34:00) Annuity Risks (00:37:20) Department of Labor : Fiduciary (00:38:00) IRS: 1035 Transfer (00:39:00) Fixed Interest (00:40:50) Social Security / Pension (00:42:40) Stock Market ILAB 04 – Stan’s Brutally Honest Factual Expertise About Annuities Enjoyed this Episode? Share it with Friends!
Views: 631 Invest Like a Boss
ILAB 12 – Real Estate Investing with Fundrise CEO Ben Miller
 
55:27
Ben Miller is the Co-founder and CEO of one of the hottest new investment products available today – Fundrise. Commonly classed as Fin-Tech, and described as crowd funding real estate, 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 with the additional requirement of paying 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 those 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 in the broader category. **disclosure, Sam is currently invested in their Growth eREIT Full show notes: http://investlikeaboss.com/ilab-12-real-estate-investing-with-fundrise-ceo-ben-miller/ 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 - investlikeaboss.com/richdadpoordad Invest in Fundrise with as little as $1,000 - investlikeaboss.com/fundrise Discussed (relevant links): Vanguard REIT – Senior Property Housing Trust - https://personal.vanguard.com/us/funds/snapshot?FundId=5123&FundIntExt=INT MAPLE TREE INDUSTRIAL Trust - http://www.mapletreeindustrialtrust.com/ iShares REIT - https://www.ishares.com/us/products/268752/ishares-global-reit-etf JOBS ACT - https://en.wikipedia.org/wiki/Jumpstart_Our_Business_Startups_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 - investlikeaboss.com/fundrise 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! - http://investlikeaboss.com/bonus/ Copyright 2016. All rights reserved. Read our disclaimer here. - http://investlikeaboss.com/disclaimer/
Views: 1676 Invest Like a Boss
31: The Landlord: How I Acquired 485 Properties in 12 months
 
01:14:37
This episode is going to make you stand up or sit down, whatever the opposite is of what you are currently doing. “The Landlord” is famous in Real Estate investing circles. He is the real-life story of Rich Dad Poor Dad mixed with a twist of the hard knock life. Growing up in bad neighborhoods and learning to hustle out of necessity to survive at as early as 14, The Landlord became a master of many crafts, especially in Sales. His ever-persistent attitude led him in a financial quest into different markets and eventually real estate. Learning a unique angle in acquiring properties, he was able to build a private property empire in 12 months. Through his career in real estate, he has amassed an experience, lessons, and stories that are priceless. This episode is tremendously entertaining and has some big value takeaways. This is the ultimate story of hustle.   Where are we: Budapest, Hungary   Recommended (books, subscriptions): Robert Kiyosaki - http://investlikeaboss.com/richdadpoordad   Show notes: 01:35 – Introduction to The Landlord 02:45 – Collecting rent in urban areas 06:15 – Selecting security detail 07:15 – Early stories of the Landlord 08:00 – With only a 6th grade education 10:00 – Hustling in the streets 13:25 – Starting his first business 15:30 – Doing a deal with overstock.com 16:20 – Doing the sales calls yourself 17:25 – 10,000 hours of cold calling 20:00 – Getting through to the executives 22:00 – Hustling for the small sales, not just the big ones 23:35 – Transitioning into liquidation sales 27:00 – The Landlord’s first property 30:15 – Real estate auctions 38:00 – Gun shots in low-income neighborhoods 41:15 – Cash flows of properties 46:45 – Managing day to day drama 51:10 – Evicting 2,000+ tenants 54:00 – Scaling the company   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!   
Views: 724 Invest Like a Boss
25: Paul Merriman: 12 Investment Decisions Guaranteed to Change Your Financial Future
 
01:34:06
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
Views: 2170 Invest Like a Boss
19: Simon Black – Finding Outsized Returns Off the Beaten Path
 
01:05:44
Simon Black is the owner and figurehead of the popular publication Sovereign Man. We have been following Simon’s advice and putting it into practice for years, and had the opportunity to have a conversation with him geared toward investing. Appropriately labelled “Finding Outsized Returns Off the Beaten Path” this episode focuses on how Simon utilizes his vast world experience (now visited over 120 countries) and enviable network to find investment opportunities around the world. From precious medals & Bitcoin, to agricultural projects and start-ups, Simon is about as well diversified as someone could get and his investment views are shaped through more experience that anyone could hope to obtain in a lifetime… or 2. Full Show Notes: http://investlikeaboss.com/simon-black-finding-outsized-returns-off-the-beaten-path/ Relevant links for guest: Website – Sovereign Man - https://www.sovereignman.com/ YouTube – Sovereign Man HQ Twitter – The Sovereign Man Where are we: Sam – Lviv, Ukraine Simon – Santiago, Chile Recommended (books, subscriptions): Adventure Capitalist – Jim Rogers Emergency – Neil Strauss Discussed (relevant links): August 2016 Income Report – Johnny FD Peer Street vs. Lending Club – ILAB 13 with Brett Crosby Time Stamp – Topic: 03:00 – Catch up about Chile 08:25 – Simons annual travel schedule 10:00 – Finding unique opportunities through boots on the ground 12:00 – Jim Rogers’ inspiring travel 14:30 – Simon’s background in Intelligence 15:00 – The importance of personal freedom 17:50 – Simon’s view on owning precious medals 23:05 – Liquidity in physical gold bullion 25:00 – What mint or coinage is the best to acquire? 26:30 – Purchases larger balls vs. smaller coins 28:45 – When do you own too much of something? 29:40 – How to purchase gold around the world 32:15 – Bitcoin vs. precious medals 33:00 – Where to hold Bitcoin 36:15 – Why you may not want to trust your bank 37:15 – Simon’s Sovereign Academy 40:00 – Where does Simon invest his money 41:00 – Why are private businesses great assets to own 44:00 – The power of network and connections 46:00 – The skill of investing 48:25 – Types of businesses Simon likes to invest in 50:30 – Control vs. dependence in business ownership 52:00 – Deal flow and private company management 53:30 – Invest in things you understand 54:45 – How can we invest along side of Simon 56:30 – Do things that make sense no matter what 58:15 – Finding out more about Simon and his investment approach 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.
Views: 1379 Invest Like a Boss
76: Marc Faber – Is 2018 Heading for Gloom, Boom, or Doom?
 
01:23:57
Dr. Marc Faber is a Swiss investor based in Thailand. He publishes a widely read monthly investment newsletter “The Gloom Boom & Doom Report” which highlights investment opportunities. He is also a published author and a regular contributor to several leading financial publications around the world. When it comes to investing your hard-earned money, he is the perfect person to learn from. This episode visualizes the possibilities of the future in terms of Economy and Investments. As an expert in the field, Dr. Faber explains how the world has changed rapidly and what could be expected in the coming years. He also offers great insights on what to consider when investing your money. Full Show Notes - http://investlikeaboss.com/ilab-76-marc-faber-2018-heading-gloom-boom-doom/ Links: www.gloomboomdoom.com Where we are: Johnny - Canary Islands Sam - Southeast Asia Marc - Southeast Asia Discussed: Audible 30 Day FREE Trial - http://investlikeaboss.com/audio Time Stamps: 5:03 – Economic complexity over the years 10:41 – Dr. Faber’s background 12:58 – Innovations that excites him 17:25 – Bank reliability 22:42 – Industrial Revolution as seen in the future 27:55 – Concerns in investing 36:48 – Impact of Global Debt 42:50 – GDP and Standard of Life 47:21 – Concerns on the future generation 63:51 – Government Structure in the future 1:06:16 – Investment tips 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.      
Views: 10830 Invest Like a Boss
72: Card Counting: Investing in Math to Take Millions from Casinos
 
45:12
Colin Jones is a Blackjack pro who has mastered card counting and has been beating casinos around the globe. He runs a network of card counters that have beaten casinos for millions of dollars. They created the Blackjack Apprenticeship which trains, equips, and provides a community for card counters. During the episode, Colin talks about the ability to count cards and beat the casinos for profits. He reveals what most gamblers fail to realize – Blackjack is a game that can be beaten. Find out why there is no gamble if you think differently, work smarter, and use the odds to your advantage. Full Show Notes - http://investlikeaboss.com/ilab-72-card-counting-investing-math-take-millions-casinos/ Links: Want to learn how to count cards? Check out Blackjack Apprenticeship - http://blackjackapprenticeship.com/ Holy Rollers: Watch the documentary - https://www.youtube.com/watch?v=Xlp4usI_tHU @BJApprentice - https://twitter.com/BJApprentice Books: Start Here – Recommended Reading - http://investlikeaboss.com/start-here/ Time Stamps: 5:57 – How Colin get into card counting 7:19 – Blackjack as a game 10:14 – The odds in effectively counting cards 11:49 – Expected Value 13:59 – What’s beatable and what’s not 16:09 – Is card counting illegal? 17:13 – Tolerance level of casinos 19:45 – Do you max out the ability in card counting? 21:16 – Biggest success stories on card counting 23:24 – Where do his network play? 25:34 – How long does it take to master card counting? 26:41 – Shoe Computers 29:29 – How much capital do you need? 33:13 – Their most exciting journey 35:46 – What they do on Blackjack Apprenticeship? 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! - http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here.
Views: 4084 Invest Like a Boss
30: 10 Modern Investment Performances Reviewed with Johnny FD & Sam
 
01:14:11
A great recap of some of the key learnings of the podcast to date. We dive into 10 investments Johnny and Sam have made recently through the learnings of the podcast. Vanguard, PeerStreet, WealthFront, ArtofFX, Betterment, LendingClub, Drop Shipping stores, Fundrise, physical property, REITs plus few extras are all reviewed, along with opinions, and likes and dislikes of each investment. With 30 episodes under their belt, the guys aim to rebuild their portfolios for 2017. Full Show Notes: http://investlikeaboss.com/ilab-30-10-modern-investment-performances-reviewed-with-johnny-fd-sam/ Discussed: ILAB 13 - http://investlikeaboss.com/peerstreet-vs-lending-club/ ILAB 12 - http://investlikeaboss.com/ilab-12-real-estate-investing-with-fundrise-ceo-ben-miller/ ILAB 03 - http://investlikeaboss.com/ilab-04-foreign-exchange-trading-with-brian-from-art-of-fx/ ILAB 15 - http://investlikeaboss.com/ilab-15-meb-faber-on-building-the-all-seasons-portfolio/ ILAB 23 - http://investlikeaboss.com/ilab-23-from-0-to-self-made-how-to-300x-your-investment/ ILAB 26 - http://investlikeaboss.com/ilab-26-rob-kall-zero-to-one-3-exits-for-over-100m/ Show Notes: 02:00 - Peerstreet 3-month earnings 05:30 - Loan to value & interest changes 08:20 - Six figure sushi meetup 12:00 - Yielding 11% with Fundrise 14:00 - Fundrise liquidation process 15:15 - Diversifying income and growth REIT’s 19:00 - Uncredited investor options 21:10 - Netting 5.09% adjusted annual return 22:00 - 309 notes with Lending Club 24:00 - Defaulting on loans 25:30 - E-Trade yield ups and downs 26:45 - Senior housing investments 30:00 - Blackberry and Exxon stocks 35:27 - Making $12,000 in investment returns 37:30 - Avoiding tax on short term capital gains 40:00 - 35% returns with Forex trading 48:30 - Sep IRA & Wealthfront 51:00 - Should you invest in bonds? 53:50 - Betterment vs. Wealthfront fees 56:00 - Starting 10 dropship stores 1:03:00 - Nomad Summit 2017 Ted X style 1:05:00 - Owning real estate in Thailand 1:10:00 - Sam’s fitness routine 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.
Views: 695 Invest Like a Boss
82: Dual Momentum Investing with Gary Antonacci
 
37:53
Gary Antonacci is an author, consultant, and public speaker on momentum investing. He introduced the investment world to dual momentum which combines relative strength price momentum with trend following absolute momentum. He is the author of the award-winning book, Dual Momentum Investing: An Innovative Approach for Higher Returns with Lower Risk. On this episode, he explains the fundamentals of momentum investing, its history, and its market efficiency. He also explains the relationship between momentum investing and trend following, his stand on the efficient market hypothesis, and the best application of momentum investing. Listen in and learn from the foremost authority on the practical applications of momentum investing. Full Show Notes - http://investlikeaboss.com/ilab-82-dual-momentum-investing-gary-antonacci/ Links: Website – Optimalmomentum.com - http://www.optimalmomentum.com/ Dual Momentum Research – Dualmomentum.net - http://www.dualmomentum.net/ Book: Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk - http://investlikeaboss.com/dualmomentuminvesting Discussed: ILAB 45 – Behavioral Finance and How Betterment is Optimizing Around It - http://investlikeaboss.com/ilab-45-behavioral-finance-betterment-optimizing-around/ ILAB 73 – Trend Following: How to Profit with Michael Covel - http://investlikeaboss.com/ilab-73-trend-following-profit-michael-covel/ Where we are: Sam Marks – United States Johnny FD – Southeast Asia Time Stamps: 02:12 – What is Dual Momentum Investing? 03:59 – What are Relative and Absolute Momentum? 08:28 – Fundamentals of Momentum Investing 08:57 – Efficient Market Hypothesis 11:18 – Market efficiency today vs. 30 years ago 13:56 – Relationship between Momentum Investing and Trend Following 15:41 – Relative Momentum vs. Absolute Momentum 17:13 – Geographically diversified stock industry 18:16 – History of Momentum Investing 23:39 – Recommendations 27:14 – Dual and Absolute Momentum 30:51 – How do you know when to get out? 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! - http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here.
Views: 671 Invest Like a Boss
13: PeerStreet vs. Lending Club
 
01:02:14
Interview with PeerStreet's co founder and COO, Brett Crosby which is the Peer-2-Peer lending platform that secures the loans against the borrower’s real estate. PeerStreet is unique in that to date they have never experienced a default, and have loan terms of under 12 months compared to other platforms that have minimums of 3 years. Brett and his Co-Founder Brew Johnson have the perfect background of experience between law, tech, and real-estate. In fact, Brett was the brains behind Google Urchin, which was acquired and became Google Analytics. In this episode we discuss how the P-2-P lending space is changing, and how technology can enable more efficient deal flow and better lender-borrower matching. Enabled by sophisticated technology, PeerStreet uses Big Data to cross reference over 20 years of submarket data in order to vet and stress test each loan. We also do a deep dive into our 16 loan positions we currently have invested through the platform and what we can expect as an investor. The episode represents a great learning opportunity on the types of modern investing opportunities that we are passionately looking to discover and share. Full Show Notes: http://investlikeaboss.com/peerstreet-vs-lending-club/ Relevant links for guest: Twitter - https://twitter.com/brettc LinkedIn - https://www.linkedin.com/in/brettcrosby About the PeerStreet team - https://www.peerstreet.com/about Where are we: Brett – Manhattan Beach, California Sam – Singapore Recommended: Get a 1% yield bump on your first loan with this invite - http://investlikeaboss.com/peerstreet Discussed (relevant links): PeerSteet Explainer Video - https://www.youtube.com/watch?v=LfufsQSEVyg&feature=youtu.be PeerStreet website - http://investlikeaboss.com/peerstreet AlphaFlow - http://www.alphaflow.com/ Time Stamp – Topic: 02:45 – Initial investment into Lending Club 08:00 – Pausing automated investing in Lending Club 12:30 – Available investment PeerStreet dashboard 17:00 – Sam’s PeerStreet investment strategy 22:30 – What PeerStreet is 23:45 – About the turmoil in the lending P-2-P lending industry 24:30 – Why PeerStreet is a better asset class than Lending Club 27:20 – PeerStreet advantages over other platforms 28:40 – First lien definition 31:45 – What happens in the case of a default 34:30 – What attracted Sam to PeerStreet 35:15 – Brett’s background at Google 36:15 – Technology enabled advantage 36:30 – How PeerStreet was co-founded 37:15 – What is under the hood of PeerStreet? 39:15 – Vetting loans through technology 40:00 – Using Big Data to stress test loans 41:45 – Peer-2-Peer lending bubbles? 42:00 – Loan to Value ratios 43:00 – Valuing the properties through 3rd parties 44:00 – What markets are hot on PeerStreet? 45:45 – Details on Sam’s account on PeerStreet 48:00 – The beauty of robo-investing 49:30 – How and when yields are paid out 51:10 – Loans through the platform 52:30 – Strategy to utilize on PeerStreet 54:00 – Brett’s recommendation for getting started 59:20 – Ways to find out more about PeerStreet 59:59 – Get in contact with PeerStreet support 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! - http://investlikeaboss.com/bonus/ Copyright 2016. All rights reserved. Read our disclaimer here. - http://investlikeaboss.com/disclaimer/
Views: 1992 Invest Like a Boss
42: What You Need to Know About Dividend Investing in 2017
 
01:01:50
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. Full Show Notes - http://investlikeaboss.com/ilab-42-need-know-dividend-investing-2017/ Guest Links – Ky Trang Ho Forbes Contributor — Investing - http://www.forbes.com/sites/trangho/ KeyFinancialMedia.com - http://keyfinancialmedia.com/ @KyTrangHo - http://twitter.com/kytrangho Facebook - https://www.facebook.com/trang.ho.775 LinkedIn - https://www.linkedin.com/in/kytrangho Where are we: Tahoe, CA – Sam Los Angeles, CA – Ky Thailand – Johnny Discussed: Ky’s recent article in Forbes - http://www.forbes.com/sites/trangho/2017/02/04/what-you-need-to-know-about-dividend-investing-in-2017/#7f8df6b22758 Kevin O’Leary – OShares - http://oshares.com/ Vanguard High Dividend Yield Index Fund - https://personal.vanguard.com/us/funds/snapshot?FundId=0623&FundIntExt=INT ProShares S&P 500 Dividend Aristocrats - http://www.proshares.com/funds/nobl.html What Ky Invests in: Fundrise – Invest as little as $1,000 - http://investlikeaboss.com/fundrise Realty Mogul - https://www.realtymogul.com/ Books: Start Here – Recommended reading - http://investlikeaboss.com/start-here/ 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! - http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here. - http://investlikeaboss.com/disclaimer/
Views: 2224 Invest Like a Boss
99: Q2 Investment and Performance Updates - Sam & Johnny
 
01:23:01
Co-hosts Sam & Johnny are up again for another quarterly update on all investment ventures they are personally participating. They have been giving updates on the performances of their investments as well as their new investments every three months to give light on the subject for all the investors and investors-to-be who are on the process of figuring out which investment platform to choose. On the episode, Sam & Johnny reveal the performances of their investments during this quarter. They have been discussing various investment platforms in the past episodes and they will share which funds they invested in and how it turned out. If you are an investor or you want to become one, listen to this episode and learn new trends in the world of funds and investments. Full Show Notes - http://www.investlikeaboss.com/ilab-99-q2-investment-and-performance-updates-sam-johnny/ Where we are: Sam & Johnny - Spain Discussed: ILAB 90 – HSAs 101, Health Savings Accounts with Evan Prokup of HSAedge ILAB 86 – Index Fund Allocation Modeling with Johnny & Sam ILAB 62 – Q2 Investing Updates + Early Retirement Time Stamps: 06:30 – Keeping track of your finances using Personal Capital 09:37 – Johnny’s net worth 13:18 – Building wealth through passive income 18:55– Johnny’s investment updates 23:10 – Johnny’s ETF updates 29:40 – American Homeowners Preservation (AHP) Fund 34:39 – What’s going on in the crypto world? 38:00 – YieldStreet Fund updates 40:53 – Municipal bonds updates 44:27 – Comprehending the taxes around investment returns 55:48 – Fund Rise updates 1:02:05 – Self-storage investment 1:05:06 – Financial growth through compounding interest 1:12:16 – Sam’s new investments 1:13:59 – Latest travel journey 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.  
Views: 424 Invest Like a Boss
54: How Anyone Can Retire in 10 Years or Less, with Todd Tresidder
 
59:41
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 but 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. Full Show Notes - http://investlikeaboss.com/ilab-54-anyone-can-retire-10-years-less-todd-tresidder/ Links: Financialmentor.com - https://financialmentor.com/ @Financialmentor - https://twitter.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 - https://financialmentor.com/retirement-planning/early-retirement/how-anyone-can-retire-in-10-years-or-less/5474 Todd’s Course – 7 steps to 7 figures - https://financialmentor.com/educational-products/seven-steps-to-seven-figures Book: Start Here – Recommended readings - http://investlikeaboss.com/start-here/ 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. - http://investlikeaboss.com/bonus/
Views: 30296 Invest Like a Boss
47: CPA to Self-Made, Bryce Leo’s Multi-Million Dollar Crush Empire
 
01:17:16
Bryce Leo is the 31-year-old owner of Crush Empire, which specializes in online prep courses for advanced education exams. Bryce has a classic hustler story grounded on investing in himself, and one that has evolved quickly over the last 5 years. What makes Bryce so unique is that he started where so many people have been before, out of school with a degree and good career lined up (CPA) and decided to abandon it all to invest in his future and work to live life on his own terms. Most impressive though, is how he is continuously making the decision to reinvest everything back into himself and his business in an attempt to outpace competition and truly innovate in the field. While he had made enough money to retire in his 20’s as only an affiliate, he continues to shoulder more risk and push the limits into new verticals. Where others would get complement with their blossoming earnings, he has scaled his income to now over 6 figures of monthly income. Bryce has an inspiring story that anyone who is interested or already involved in online business should hear. Listen to his full story in this new episode titled CPA to Self-Made, Bryce Leo’s Multi-Million Dollar Crush Empire. Full Show Notes - http://investlikeaboss.com/ilab-47-cpa-self-made-bryce-leos-multi-million-dollar-crush-empire/ Links: Website - http://crushthecpaexam.com/ Linkedin - https://www.linkedin.com/in/brycewelker/ @CRUSHtheCPA - https://twitter.com/CRUSHtheCPA Books: Call me Ted – Ted Turner - http://investlikeaboss.com/callmeted Outliers – Malcolm Gladwell - http://investlikeaboss.com/outliers The 10X Rule – Grant Cardone - http://investlikeaboss.com/10xrule Start Here – Recommended reading - http://investlikeaboss.com/start-here/ Time Stamps: 04:14 – Building a positive work environment 08:45 – DC BKK network 11:45 – Working as a CPA 14:41 – Affiliate marketing niches 18:40 – Making $1,000 a month in Bangkok 27:38 – SEO case studies 35:48 – Affiliate programs growth 44:00 – Virtual reality learning 48:00 – Split testing 52:00 – The future of online education 57:45 – Investing in yourself 1:04:01 – Conferences networking 1:10:20 – Choosing a niche 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.
Views: 2809 Invest Like a Boss
94: Why We Invest, Financial Freedom, and Selecting Base Locations
 
01:11:04
Zach, Sam’s new road trip buddy, is a nomad who had a successful exit from his business and is now on the quest of finding the perfect lifestyle. He loves flying kites, wandering the ocean, and experiencing freedom. After the big exit, he went on the process of learning new skills which eventually led him to discover his real passion. During the episode, Zach, Sam, and Johnny talk about investing not with money, but with time and knowledge. If we have achieved our financial goal, what then? They discuss what financial freedom really means and what the perfect lifestyle is for each one of them. For expats who love traveling, where in the world would they want to settle? The journey to finding the life you dream of takes times, money, and knowledge. Listen in and learn some tips on how to be financially free and become truly happy. Full show notes - http://investlikeaboss.com/ilab-94-why-we-invest-financial-freedom-and-selecting-base-locations/ Where we are: Zach - Columbia Sam - Columbia Johnny - Bulgaria Discussed: ILAB 23 – From $0 to Self Made, How to 300X Your Investment - http://investlikeaboss.com/ilab-23-from-0-to-self-made-how-to-300x-your-investment/ Time Stamps: 06:30 – The Road Trip 10:50 – The process of choosing his lifestyle 15:05 – Chasing after the dream 19:34 – Setting up a place in the US 21:57 – The Ideal life set up 24:28 – His top 5 places to settle 46:36 – What does financial freedom mean? 49:26 – Goal to financial freedom 52:15 – Managing money and happiness 55:16 – When to stop worrying about money? 1:01:48 – Selecting two base locations in the world 1:06:42 – Financial Freedom: Then, Now, and in the Future 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.  
Views: 454 Invest Like a Boss
63: Talking CEFs for 9.9%+ Yield with ‘CEF Professor’ Michael Foster
 
57:33
Michael Foster is the Lead Research Analyst for Contrarian Outlook. He is the only analyst in the world who is 100% devoted to CEFs with market caps under $1 billion. Michaels reports are widely read by analysts and portfolio managers at some of the largest hedge funds and investment banks in the world, with trillions of dollars in assets under management. During the show, Brett Owens talks with Michael on the CEFs to buy with safe dividends and high yields. You’ll learn the difference between Closed End Funds, Mutual Funds, and Exchange Traded Funds including buying at a discount. Sam Marks will share his experience buying CEFs and explain the process. Full Show Notes - http://investlikeaboss.com/ilab-63-talking-cefs-9-9-yield-cef-professor-michael-foster/ Links: Contrarianoutlook.com - https://contrarianoutlook.com/ Where are we: Johnny FD – Ukraine Sam – Asia Discussed: Michael’s Articles - The 9.9% Yields Every Retiree Must Own - https://contrarianoutlook.com/the-9-9-yields-every-retiree-must-own/ - 10 Funds That Crush the Market and Pay up to 9.5% - https://contrarianoutlook.com/10-funds-that-crush-the-market-and-pay-up-to-9-5/ - Gabelli Equity Income Fund - https://www.google.com/finance?cid=645079310145702 Sam’s Municipal Bond CEFs  VTN - https://www.google.com/finance?q=NYSE%3AVTN&ei=TM9sWbnAHMuougSoi4WQCg VPV - https://www.google.com/finance?q=NYSE%3AVPV&ei=MM9sWcDhHs3fuQTD7piwBA IIM - https://www.google.com/finance?q=NYSE%3AIIM&ei=V85sWeryBsHWugTX9ojoBw BKN - https://www.google.com/finance?q=NYSE%3ABKN&ei=Ac9sWfmlEIXvugSRnaPoDQ NAD - https://www.google.com/finance?q=NYSE%3ANAD&ei=G89sWZibHpLnuAS677bIDw   ILAB 33 – Brett Owens, 3 Recession Proof REITs to Buy Now - http://investlikeaboss.com/33-brett-owens-3-recession-proof-reits-to-buy-now/ Try FreshBooks - https://freshbooks.com/invest Books: Start Here – Recommended Reading - http://investlikeaboss.com/start-here/   Time Stamps: 07:15 - Safe dividends and yields 10:27 - Close end funds, mutual fund, and ETF 14:35 - CEF quantity and discounts 20:51 - Typical investors 27:33 - Types of funds with high payout 41:59 - Buying CEF and municipal bond funds 43:27 - Downsides to CEF 47:32 - Process of buying 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! - http://investlikeaboss.com/bonus/   Copyright 2017. All rights reserved. Read our disclaimer here.
Views: 1990 Invest Like a Boss
61: RealtyMogul CEO Jilliene Helman, Transforming Commercial Real Estate Investing
 
39:23
Jilliene Helman is the CEO of RealtyMogul, the largest online marketplace for accredited investors to pool money and crowdfund pre-vetted real estate investments. Prior to RealtyMogul, Jilliene served as Vice President at Union Bank, where she spent time in wealth management, finance and risk management. The RealtyMogul team brings over 200 years of collective experience underwriting, managing, and acquiring over $20 billion in real estate across asset classes and markets nationally. During the show, Jilliene will explain why RealtyMogul has over 125,000 investors and what real estate investing can do for you. You’ll learn about popular cash on cash returns, investing limitations and options including the legal underwriting process. Find out how they’ve returned back over 60 million dollars to their investors. Full Show Notes - http://investlikeaboss.com/ilab-61-realtymogul-ceo-jilliene-helman-transforming-commercial-real-estate-investing/ Links: Realtymogul.com - https://www.realtymogul.com/ @JillieneHelman - https://twitter.com/jillienehelman?lang=en Try FreshBooks Free - https://freshbooks.com/invest Where are we: Johnny FD – Kiev, Ukraine Sam – Chiang Mai, Thailand Jilliene – LA, California Books: Start Here – Recommended Reading - http://investlikeaboss.com/start-here/ Time Stamps: 05:04 – Jilliene’s background 08:01 – Defining commercial real estate 10:30 – What a Trump presidency means to commercial real estate 12:35 – When researching platforms to invest on 15:12 – The growth behind RealtyMogul 16:59 – Understanding/ analyzing the market data 19:46 – Daily routine and workload 20:53 – Investor Education 21:56 – Legal underwriting 23:11 – Popular cash on cash returns 24:42 – Investing limitations and options 29:16 – Opening a saving in foreign countries 32:34 – Investing in stocks and real estate 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. - http://investlikeaboss.com/bonus/
Views: 571 Invest Like a Boss
95: Finance Tips Your College Professors Didn’t Teach You - Michael Taylor
 
01:34:36
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. Full Show Notes - http://www.investlikeaboss.com/ilab-95-finance-tips-your-college-professors-didnt-teach-you-michael-taylor/ Where we are: Johnny - Bulgaria Sam - Florida Book: The Financial Rules for New College Graduates - http://investlikeaboss.com/financialrulescollegegraduates Discussed: ILAB 11 – Advice for 17-24 Year Olds on Money, College, Credit and Finances - http://www.investlikeaboss.com/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.
Views: 1402 Invest Like a Boss
53: Commercial Real Estate Investing with CrowdStreet CEO Tore Steen
 
01:01:34
Tore Steen is the CEO and Co-founder of CrowdStreet which is a crowdsourcing platform connecting investors with Main Street investment real estate opportunities. Tore is a business leader in the internet and software industries with deep expertise in strategy, business development, sales, and marketing for both publicly traded and private enterprises. With commercial real estate being the third-biggest asset class in the U.S. Tore will share how CrowdStreet is empowering individual investors by democratizing investment real estate. Tore will talk about technology solutions that provide real estate sponsors with a scalable platform for managing a large investor base. You'll also learn about the potential yields and the opportunities available to non-accredited investors. Full Show Notes - http://investlikeaboss.com/ilab-53-commercial-real-estate-investing-crowdstreet-ceo-tore-steen/ Links: Crowdstreet.com -https://www.crowdstreet.com/ @CrowdStreet - https://twitter.com/CrowdStreet @toresteen - https://twitter.com/toresteen Where are we: Catalonia Spain - Sam & Johnny Portland, Oregon - Tore Book: Start Here – Recommended reading - http://investlikeaboss.com/start-here/ Time Stamps: 02:49 - Beginning of CrowdStreet 06:07 - The leadership team experience 08:36 - Defining commercial real estate 10:07 - Grading the quality of property 11:09 - Terms to familiarize with 14:09 - Demographic trends in the USA 16:57 - Investors circle learning platform 18:29 - Asset profile explanation 23:07 - Average member investment 25:20 - Software solution for developers 28:27 - The vetting process 32:54 - Average returns across the platform 36:09 - Nonaccredited opportunity 40:59 - Passive returns on investment 43:46 - High risk vs. safe ROI 46:21 - Biggest investment mistakes 55:09 - Nonaccredited 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! - http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here.
Views: 660 Invest Like a Boss
113: Mortgage Servicing, How it Works, and AHP’s New $50m Fund - DeAnn Donovan
 
35:36
DeAnn Donovan is the President & CEO of AHP Servicing which uses crowdsourced funds to purchase past due loans at a discount. As an investor, benefits include earning a competitive return of up to 10%, monthly dividends, and best efforts liquidity. Additionally, funds are open to both accredited and non-accredited investors. When you invest with AHP Servicing, you are rebuilding communities, keeping borrowers in their homes, and inspiring hope for those who need it the most. During this episode, DeAnn shares talk about what mortgage servicing is, how it works, and how you can make a passive income while getting monthly payouts. Learn how AHP is protecting investors, borrowers, and proprietary information. Find out if this investment puts you in a strong possession regardless of an up or down market. Full Show Notes - http://www.investlikeaboss.com/ilab-113-mortgage-servicing-how-it-works-and-ahps-new-50m-fund-deann-donovan/ Links: AHPservicing.com Where we are: Sam Marks & Johnny FD - Chaing Mai, Thailand DeAnn Donovan - Chicago, Illinois Discussed: ILAB 112 – FIRE – Financial Independence, Retire Early - http://www.investlikeaboss.com/ilab-112-fire-financial-independence-retire-early/ Subscribe and Join the Boss Lounge - http://www.investlikeaboss.com/bonus/ Nomad Summit 2019 - http://www.nomadsummit.com/ Time Stamps: 04:04 – Fund highlights 04:26 – “Somebody can get started and make an investment with as little as $100” – DeAnn Donovan 05:10 – The history before AHP and track record payouts 06:54 – Passive income and monthly payouts 08:10 – Core functions of mortgage servicing 09:58 – Selling discounted and nonperforming notes 13:22 – Acquiring and vetting notes 15:01 – Balancing execution and socially responsible 16:00 – Are we looking at a recession in the new few years? 18:10 – How relationships shift the business towards success 19:37 – Liquidity and protecting investors and borrowers 22:55 – Reinvesting and online investor portal 25:24 – Sam and Johnny’s investments with AHP 31:03 – First ILAB Meetup with guest speakers and listeners!!! 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.
Views: 128 Invest Like a Boss
107: 2018 Q3 Updates – The Downturn
 
01:05:42
Sam Marks & Johnny FD are back for another quarterly update on their finances, investments, and personal portfolio. During the episode, co-hosts Sam & Johnny talk about the downturn of this quarter in the stock market and the implications it brings. They gave comments on each investment they ventured in that has been significantly affected by this fall. Also, they share their new investments for this quarter and their plans for the upcoming one. Full Show Notes - http://www.investlikeaboss.com/ilab-107-2018-q3-updates-the-downturn/ Where we are: Sam - South Carolina Johnny - Chiang Mai   Recommended: Fundrise – start with only $1,000 into their REIT funds (non-accredited investors OK) ArtofFX – start with just a $25,000 account RealtyShares – try it free Wealthfront – get your first $15,000 managed free Betterment – get up to 1 year managed free PeerStreet – get a 1% yield bump on your first loan Traveling Mailbox – get 5% off subscriptions with ‘ILAB’ promo code   Time Stamps: 07:06 – The downturn of cryptocurrency 08:00 – Oil, Gold, or Bitcoin? 13:19 – Their investments in crypto 14:24 – Significant downfall in the stock market 16:05 – Review on ArtofFX 18:05 – Upsides of PeerStreet 22:59 – Why invest in Fundrise? 26:21 – New Investments this Quarter 32:16 – Life’s Goals 43:59 – Sam’s new Dropshipping Store 47:40 – Recap for the Quarter 56:29 – Plans for the upcoming Quarter   If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2017. All rights reserved. Read our disclaimer here.
Views: 228 Invest Like a Boss
23: From $0 to Self Made - How to 300X Your Investment
 
01:15:50
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: http://johnnyfd.com/ http://antonmethod.com/   Where are we: Sam - Graz Austria Johnny – Chiang Mai Thailand   Recommended (books, subscriptions): Johnny FD - LifeChangesQuick.com - http://lifechangesquick.com/ Johnny FD - 12WeeksinThailand.com - http://12weeksinthailand.com/ Tim Ferriss – 4 Hour Work Week - http://dropshiplab.com/4hww   Discussed (relevant links): Johnny FD: MVP Hacking - Minimum Viable Product https://youtu.be/mi926o5rlFA Digital Entrepreneur Conference - http://www.nomadsummit.com/ Muay Thai Blog - http://www.myfightcamp.com/ Broke? http://www.johnnyfd.com/2016/05/broke-heres-how-to-start-making-money.html ILAB 02 - http://investlikeaboss.com/ilab-02-from-1k-to-future-millionaire-johnny-fds-investments/ ILAB 10 – http://investlikeaboss.com/ilab-10-empire-flippers-ceo-investing-in-profitable-cash-flow-websites/ 01:00 – Life on a 12-day Europe cruise line 06:30 – 500-person Digital Nomad Summit Conference 08:00 – From lower class to making $2,000 a day 11:45 – Cost of living in California 12:00 – Jobs after college 14:00 – Moving to Thailand as a Dive master 15:21 – Bootstrapping on $600 per month 24:54 – Mid life crisis at 30 years’ old 28:00 – Developing the Entrepreneur Mind-set 30:00 – Pursuing my Muay Thai Kickboxing career 33:45 – Publishing my first Amazon E-book 43:00 – Meeting my first mentor 46:40 – Interviewing 100+ Digital Nomads 47:10 – Starting my first dropshipping store 49:10 – Affiliate marketing and fulfillment methods 56:00 – Making $2,000 per month on my first dropship store 57:00 – Why many fail at dropshipping 1:04:00 – My net worth of $300,000 1:07:00 – Starting 10 dropship stores in 3 months 1:13:00 – Advice for inspiring 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 2016. All rights reserved. Read our disclaimer here: http://investlikeaboss.com/disclaimer/
Views: 479 Invest Like a Boss
86: Index Fund Allocation Modeling with Johnny & Sam
 
01:02:06
Co-hosts Johnny and Sam are entrepreneurs and investors who share their investment strategies and experiences to all the listeners. This episode is an overview of index fund allocation combined with personal recommendations, understanding from influential books, and insights from the experts. On this episode, Johnny and Sam explain the basics of index funds, stocks, and asset allocation. They discuss investment strategies which helps investors balance their portfolio while minimizing risks. They also talk about fundamental considerations when starting index fund investing, basic asset allocation modeling, and portfolio building. They also present the Buy-and-Hold Portfolio of several investment authorities that will surely help you decide what asset allocation model is perfect for you. Full Show Notes - http://investlikeaboss.com/ilab-86-index-fund-allocation-modeling-johnny-sam/ Where we are: Johnny – Thailand Sam – U.S.A. Links: 3 Investment Gurus Share Their Model Portfolios - http://www.npr.org/2015/10/17/436993646/three-investment-gurus-share-their-model-portfolios The All Seasons Portfolio (Aka The Tony Robbins Portfolio) - http://www.npr.org/2015/10/17/436993646/three-investment-gurus-share-their-model-portfolios The ultimate buy-and-hold portfolio - http://www.npr.org/2015/10/17/436993646/three-investment-gurus-share-their-model-portfolios Paulmerriman.com/vanguard/ - http://paulmerriman.com/vanguard/ Paulmerriman.com/whats-wrong-vanguard-small-cap-value/ - http://paulmerriman.com/whats-wrong-vanguard-small-cap-value/ Books: MONEY Master the Game - http://investlikeaboss.com/moneymaster Unshakeable - http://investlikeaboss.com/unshakeable Discussed: ILAB 15 – Meb Faber on Building The All Seasons Portfolio - http://investlikeaboss.com/ilab-15-meb-faber-on-building-the-all-seasons-portfolio/ Experts Buy and Hold Portfolios John Thomas (Mad Hedgefund Trader) 20% domestic US stocks (SPY) 20% international stocks (IXUS) 10% emerging stock markets (EEM) 20% Real Estate Investment Trusts (VNQ) 15% long term US Treasury Bonds (TLT) 15% Treasury Inflation Protected Securities (TIP) David Swenson 20% Domestic Stocks 20% International Equities 10% Emerging Markets 20% Real Estate Investment Trusts REITs 15% US Long Term Treasuries 15% TIPS Ray Dalio 30% stocks S&P 500, indexes 15% intermediate term gov bonds (7-10 yr treasuries) 40% long term bonds (20-25 year treasuries) 7.5% gold 7.5% commodities Warren Buffet – 10% short term government bonds – 90% in low cost S&P 500 index fund Jack Bogle (Vanguard) – 60% stocks (Vanguard index funds) – 20% vanguard total bond market index fund – 20% tax exempt municipal bond funds – 2/3 vanguard intermediate tax exempt – 1/3 vanguard limited term tax exempt fund Charles Schwab – 30% US Stocks (S&P index) – 15% Real Estate Investment Trusts REITs – 15% Foreign Developed Equities – 15% US Treasury bonds – 15% US inflation protected securities TIPS Sam’s Initial Vanguard (Index Fund Asset Allocation in 2015) Vanguard 500 Index Fund Admiral Shares (S&P 500) VFIAX – 15% FTSE All World ex-US Small Cap Index Fund (VFSVX) – 15% Vanguard Health Care Fund Admiral Shares (VGHAX) – 15% Vanguard REIT Index Fund Admiral Shares (VGSLX) – 15% Vanguard Inflation Protected Securities Fund Admiral shares (VAIPX) – 15% Vanguard Total Bond Market Index Admiral Shares (VBTLX) – 15% Vanguard Intermediate – Term Tax Exempt Fund Admiral Shares (VWIUX) – 10% Sam’s Wealthfront (2018 Level 8 Risk Tolerance) US Stocks 35% Foreign Stocks 22% Emerging Markets 17% Dividend Stocks 8% Natural Resources 5% Municipal Bonds 13% Time Stamps: 03:14 – What is Asset Allocation? 04:11 – Modeling portfolio 08:58 – Most basic asset allocation model 11:25 – How diversification works? 15:22 – Buy-and-Hold 17:06 – Experts buy-and-hold portfolio 21:38 – What to choose for your portfolio? 29:04 – Stocks vs. Bonds 30:26 – Definition of terms 32:43 – Tax implications 35:13 – Recommendations on how to get started 37:24 – Johnny’s wealthfront portfolio 38:05 – Sam’s wealthfront portfolio 40:11 – Wealthfront 51:23 – Sam’s investments/asset allocation 56:17 – Johnny’s investments/asset allocation 58:38 – Considerations in asset allocation model 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.
Views: 721 Invest Like a Boss
41: Brew Johnson: The New Engine Driving PeerStreet and LA’s Hot Tech Scene
 
01:14:26
Brew Johnson is the Co-Founder and CEO of PeerStreet, a P-2-P lending platform that collateralizes borrowers property to secure the loans with the underlying real estate asset. PeerStreet has been turning on investors to a great asset class once only accessible to banks and institutional investors. We sat down with Brew in their Manhattan Beach offices to hear about how their new backing from Andreeson Horowitz will help them scale and what their plans are for the future. If you haven’t yet listened to Episode 13 with Brett Crosby, be sure to check it out first as it talks more in depth about what PeerStreet is strategies around utilizing the platform. Full Show Notes: http://investlikeaboss.com/ilab-41-brew-johnson-the-new-engine-driving-peerstreet-and-las-hot-tech-scene/ Links: PeerStreet – Website - http://investlikeaboss.com/peerstreet @brewjohnson – Twitter - http://brewjohnson/ Where are we: Manhattan Beach, California Discussed: Johnny’s Peer Street Active Loan Positions: Brew Johnson: The New Engine Driving PeerStreet and LA’s Hot Tech Scene PeerStreet vs. Lending Club – ILAB 13 - http://investlikeaboss.com/peerstreet-vs-lending-club/ Stan’s Brutally Honest Factual Expertise About Annuities – ILAB 04 - http://investlikeaboss.com/ilab-04-stan-the-annuity-man/ Exotics Racing – The Ultimate Supercar Driving Experience - http://www.exoticsracing.com/ Nomad Summit – Successful digital nomad conference - http://www.nomadsummit.com/ Child’s Dream – Empowering underprivileged children - http://childsdream.org/ Book: The Sale of a Lifetime – Harry Dent - http://investlikeaboss.com/salelifetime Time Stamps: 04:01 – Brews nickname 05:02 – Manhattan beach town 06:00 – Best mortgage based city 10:15 – Snapchat’s valuation 12:00 – SpaceX Elon Musk 13:36 – Denmark with family 14:00 – Founding company partnerships 21:21 – Tech & business Co-founders 23:40 – Young entrepreneurs 26:07 – Andreessen Horowitz 32:00 – Company growth 36:40 – Borrowers & Lending Club 40:37 – Loan to value valuation 46:30 – Beach, sharks and board meetings 48:16 – PeerStreet weekly payouts 53:40 – LA’s tech scene 56:00 – Driving a Ferrari 59:40 – Investing 10k in the PeerStreet team 1:06:05 – Short term loan perks 1:14:11 – Empowering underprivileged children 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! - http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here. - http://investlikeaboss.com/disclaimer/
Views: 297 Invest Like a Boss
49: How to Make $500K a Year Doing Door-2-Door Sales
 
01:21:02
Bryan Ravit is a tenacious, 32-year-old salesman who is mastering the art of the selling. For over a decade, Bryan has been doing sales the hard way, cold calling, and door-2-door. He has continuously developed and refined his skill and used it to bounce back from tough financial situations and thrive, really thrive. He is on track to make $500k this year, with most of that coming in just a 7-month window. Bryan started in sales as just a teenager (and was admittedly not very good) and has since learned how to sell to just about anyone, and anywhere. Drop him in any neighborhood in America and he will end the day several thousand dollars richer. He is as ambitious as he is inspiring, helping all types of people learn how to sell and make their own way by watching him do exactly that. This episode proves that there are many ways to make money by investing in yourself and developing skills, even when it can be extremely uncomfortable to start. Sales, especially door-2-door have been around for 5000+ years, and it has never been easier to make big $ apply this skill than in modern day. Full Show Notes - http://investlikeaboss.com/ilab-49-make-500k-year-door-2-door-sales/ Bryan’s info (+1) 850-445-8095 [email protected] Facebook - https://www.facebook.com/ravit.bryan Vivint Smart Homes About Vivint - https://www.vivint.com/ Promo video about the sale position - https://vimeo.com/154220770 **Vivint was rated as one of FastCompany’s 2017, 50 most innovative companies - https://www.fastcompany.com/3067756/announcing-the-2017-worlds-50-most-innovative-companies Discussed: Try Fundrise – Invest as little as $1,000 with this link (un-accredited Investors OK - http://www.investlikeaboss.com/fundrise Books: Influence - Robert B. Cialdini - http://investlikeaboss.com/influence Sell or Be Sold - Grant Cardone - http://investlikeaboss.com/sellorbesold Cashvertising - Drew Eric Whitman - http://investlikeaboss.com/cashvertisting Time Stamps: 04:20 – What makes a good salesman? 06:18 – First sale ever made 09:34 – Overcoming cold call selling 16:50 – Making $45k at Cut Co Cutlery 20:41 – Cold call phone call example 27:26 – Vivint smart homes security 29:08 – Breaking and entering at Sam’s house 33:13 – Choosing clients and fulfilling orders 39:40 – Restricted places for door 2 door sales 42:55 – Balancing sales and management 44:31 – Sales walkthrough strategy 49:58 – Knowing when to give up 52:28 – Reading body language 53:44 – Getting in trouble with the cops 56:04 – Four characteristics of a good salesman 1:00:20 – Future plans and goals 1:01:30 – Anticipating the real estate market crash 1:04:25 – From zero to $500k per year 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! -http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here. -http://investlikeaboss.com/disclaimer/
Views: 714 Invest Like a Boss
73: Trend Following: How to Profit with Michael Covel
 
01:07:38
Michael Covel is an entrepreneur best known for popularizing the controversial trading strategy Trend Following. This is an investment strategy based on technical analysis of market prices, rather than on the fundamental strength of the companies. He is the author of the bestselling classic, Trend Following: How to Make a Fortune in Bull Bear and Black Swan Markets. Michael joins this episode to explain what trend following is for the “non-techy” people to understand. He discusses the ways to invest and access trend following to generate profits successfully. Listen to the end and learn from the boss on how and why trend following works. Full Show Notes - http://investlikeaboss.com/ilab-73-trend-following-profit-michael-covel/ Link: Trendfollowing.com/blog - https://www.trendfollowing.com/blog/ Book: Trend Following: How to Make a Fortune in Bull Bear and Black Swan Markets Wiley Trading by Michael Covel - http://investlikeaboss.com/trendfollowing Discussed: http://investlikeaboss.com/audio Time Stamps: 7:05 – How he got into trend following 11:21 – What is trend following? 16:34 – Trend following strategies 18:23 – Full-time trend following traders 19:41 – Common misconceptions on trend following 25:06 – Trend following system 27:16 – Fundamental information of companies relative to trend following 31:49 – Why trend following works? 32:19 – Who are trend following traders at the present? 34:05 – Do the no. of traders affect the success in trend following? 38:16 – Backtesting 40:04 – Most successful trend following traders 41:36 – Bull Bear and Black Swan Markets 42:54 – Ways to access trend following 49:05 – Contents of his book: Trend Following 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! - http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here.
Views: 2855 Invest Like a Boss
58: Royalty Exchange - Acquire Jay-Z, Britney Spears, and Popular Music Royalties
 
01:01:53
Jeff Schneider is President & CFO of Royalty Exchange which is an online marketplace where artists can sell a portion of their royalty stream to private investors as a way of raising money. They offer unprecedented flexibility that allows qualified sellers to dictate which the portion of their catalog they wish to sell while retaining full control of their copyrights and continue collecting the royalties they decide to retain. During the show, Jeff will discuss royalties as an alternative and modern opportunity for unaccredited investors. He will explain ways to get started investing in royalties, provide examples of the kind of music and royalties they sell on their platform including potential annual returns and quarterly payouts. Full Show Notes - http://investlikeaboss.com/58-royalty-exchange-acquire-jay-z-britney-spears-popular-music-royalties/ Links: Royaltyexchange.com - https://www.royaltyexchange.com/ @royaltyexchange - https://twitter.com/royaltyexchange Where are we: Denver – Jeff Berlin – Johnny FD Ireland – Sam Discussed: Gofundme.com/playgrounds4orphans - http://gofundme.com/playgrounds4orphans Book: Start Here – Recommended Reading - http://investlikeaboss.com/start-here/ Time Stamps: 03:45 – Finding Royalty Exchange 06:38 – Music, books, patents, & trademark royalties 08:31 – Copyrights explained 11:32 – Guide to buying music royalties 14:47 – Growth over the decades 18:03 – Risks in the industry 19:47 – Investing through the platform explained 24:23 – Predicted projected royalties 28:39 – How to get paid 31:37 – Real Estate vs. royalties 33:32 – Annual returns and quarterly payouts 26:53 – Common types of investors 38:51 – How to get started 40:50 – What is a public performance? 41:50 – YouTube music copy claim 45:21 – Getting paid as an artist 49:12 – Will Johnny FD invest? 51:26 – How to make money with Royalty Exchange 56:28 – Will Sam invest? 58:50 – Walking across Ireland 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. - http://investlikeaboss.com/disclaimer/
Views: 678 Invest Like a Boss
87: Tax Reform: Investing in 2018’s New Economy with Jordan Goodman
 
53:14
Jordan Goodman is considered America’s Money Answers Man because he is the man to go to for answers on personal finance questions. He has appeared on several TV and radio shows. He believes that there is a tremendous amount of financial illiteracy in the country and wants to help people learn. He has written 14 books including the popular Fast Profit in Hard Times and The Dictionary of Finance and Investment Terms. On this episode, Jordan explains the impact of the 2018 tax reform both in corporate and individual level. He also explains its impact on the stock market and other investment ventures. He gives tips and strategies on what, where, and how to invest in this new economy. He also shares his personal favorites in terms of asset classes and trends that will help you decide on your next investment plans. Full show notes - http://investlikeaboss.com/ilab-87-tax-reform-investing-2018s-new-economy-jordan-goodman/ Where we are: Johnny - Nepal Sam - Denver Colorado Links: MoneyAnswers.com - http://www.moneyanswers.com/ Books: Fast Profits in Hard Times - http://investlikeaboss.com/fastprofitshardtime The Dictionary of Financial and Investment Terms - http://investlikeaboss.com/financialinvestmentterms Time Stamps: 08:33 – The Trump Economy 10:58 – Impact on the corporate level 12:15 – Impact in an individual level 14:06 – Rising interest rates 16:29 – Impact on stock market 18:19 – 3 things that will affect the market 19:33 – Impact of debt 22:24 – Corporate reinvesting in their companies 25:36 – What should have been included in the tax reform 28:02 – Secured Real Estate Funds 31:50 – Oil and Gas Funds 34:40 – Favorite asset classes 37:02 – Favorite trends 39:29 – Biotechnology 40:33 – Mortgage Optimization Strategy   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.
Views: 343 Invest Like a Boss
18: How to grow your IRA/401k to $100m tax free like Mitt Romney
 
01:29:50
Joshua Sharp of www.CompleteIRA.com is one of the most highly touted experts in retirement planning and investing. He turns the topic of retirement planning into a very exciting episode by illuminating some modern approaches to investing and growing wealth within tax free structures. We dive into how Mitt Romney was able to generate $100m in tax free earnings in his IRA, and most importantly navigate some real world examples to give the listeners a shrewd example of how they may consider better structuring their own accounts. If you have ever wonder how IRAs, 401Ks, SEPs and a variety of other structures may be utilized to optimize your retirement savings than this is a great episode for you. We took a lot away from this episode and are making changes in our own retirement planning. Full Show Notes: http://investlikeaboss.com/ilab-18-how-to-grow-your-ira401k-to-100m-tax-free-like-mitt-romney/ Relevant links for guest: www.completeira.com Where are we: Sam – Kiev, Ukraine Joshua – Portland, Oregon Additional Links: Turn $50k into $3 Million with SEP-IRAs – ILAB 05 Time Stamp – Topic: 02:45 – Fundamentals of retirement planning 06:00 – Why retirement accounts are not for everyone 07:30 – 401Ks are a safer structure than IRAs 08:25 – IRA vs 401K fundamentals 14:00 – Investing in yourself for retirement 17:55 – Solo 401Ks for earned income savers 20:00 – Diversifying your retirement accounts 25:35 – Utilizing multiple retirement accounts 31:37 – Traditional vs. ROTH 34:20 – Why traditional accounts may be a gamble 39:25 – Converting traditional funds to a ROTH account 43:50 – Keeping structures simple 45:25 – Will the Government mess with our retirements? 52:40 – A self directed IRA gives you a lot of investing flexibility 1:01:15 – How Mitt Romney grew his IRA to $100m 1:06:30 – Ditch your SEP for a Solo 401K 1:14:00 – Is there a minimum age for retirement plans? 1:21:00 – advice for employees with earned income 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.
Views: 1193 Invest Like a Boss
ILAB 109 - Why Modern Portfolio Theory Fails Investors with Daniel Peris
 
01:12:28
DANIEL PERIS, Ph.D., CFA, is Senior Vice President and Senior Portfolio Manager at Federated Investors, Inc., in Pittsburgh where he oversees $20 billion dollars in equity portfolios the firm's dividend-oriented funds. Before transitioning into asset management, Peris was a historian focuses on modern Russian history. He is the author of two prior books in investing, The Strategic Dividend Investor, and The Dividend Imperative, and the new book Back to Business. During this episode, Daniel will talk about how you can bring some common sense back to your investing. He’ll speak on some old strategies that just don’t work anymore including why Modern Portfolio theory may not be the answer. Expect to learn how to achieve higher yields including tips to managing your Index funds, Mutual funds, and SMAs. Find out if you really need a financial advisor to get the most out of your investing and how to choose one properly. Listen to the end for insight into Sam Marks and Johnny FDs percent earnings and thought on incorporating this concept into their portfolio. Full Show notes - http://www.investlikeaboss.com/ilab-109-why-the-modern-portfolio-theory-fails-investors-with-daniel-peris/ Where are we: Johnny FD & Sam Marks: Chiang Mai, Thailand Daniel Peris - Pittsburg, Pennslyvania   Links: Strategicdividendinvestor.com Federatedinvestors.com ILAB 25 – Paul Merriman: 12 Investment Decisions Guaranteed to Change Your Financial Future ILAB 94 – Why We Invest, Financial Freedom, and Selecting Base Locations   Book: Getting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your Portfolio   Time Stamps: 06:06 - Managing $20 billion in equity portfolios 07:45 - Being interested in modern portfolio theory 11:01 - Modern Portfolio Theory vs Efficient Market Theory 16:41 - “You don’t have to believe in mean-variance optimization, Modern Portfolio Theory, to want to be a passive investor” - Daniel Peris 19:45 - Is the Modern Portfolio Theory failing investors? 20:33 - “This idea of mean-variance optimization simply doesn’t make sense in modern investing anymore”  - Daniel Peris 25:26 - Achieving higher yield 33:08 - Managing your Index funds, Mutual funds, and SMAs 36:55 - Dividend investing and tax bracket benefits 38:44 - Do you need a financial advisor to get high yields? 48:55 - “At the end of the day what really matters… is trust” - Daniel Peris 53:29 - Mutual funds to highlight 56:50 - The superior open approach 50 years from now 01:00:52 - Cashing out your dividends & calculating earnings Keywords: 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.  
Views: 204 Invest Like a Boss
ILAB 02 - From $1k to Future Millionaire: Johnny FD’s Investments
 
01:05:17
Just three years ago Johnny FD had less than $1,000 in his bank account. Today his net worth is over $300,000. In this episode he breaks down exactly how he grew wealth and shares his private investment portfolio. Full Show Notes: http://investlikeaboss.com/ilab-02-from-1k-to-future-millionaire-johnny-fds-investments/ Johnny’s First Book – Life Changes Quick - http://investlikeaboss.com/lifechangesquick Charles Schwab ATM Card – How to not get F*cked by your Bank when Traveling - http://www.johnnyfd.com/2015/06/how-to-not-get-fked-by-your-bank-while.html Facebook Stock – How I made a ton of Money with FB - http://www.johnnyfd.com/2014/07/how-i-just-made-ton-of-money-with-fb.html How I Invest my money Blog – Six Steps -http://www.johnnyfd.com/2015/08/how-i-invest-my-money-6-steps-you-can.html Lending Club – Wealthfront -http://investlikeaboss.com/wealthfront Tony Robbin – Money Masters of the Game - http://investlikeaboss.com/moneymaster Time Stamp Topic (04:35) Charles Schwab ATM Card (05:40) Facebook Stock (10:33) Tesla Stock (11:28) Lending Club (20:25) Vanguard (25:45) S&P-500 (30:07) Cash Reserve (31:46) All Seasons Portfolio (35:00) Buy Orders (41:35) Wealthfront (59:39) Money Masters of the game (01:00:00) The Millionaire Lifestyle ILAB 02 – From $1k to Future Millionaire: Johnny FD’s Investments Enjoyed this Episode? Share it with Friends!
Views: 745 Invest Like a Boss
100: 100th Episode - Listener Questions and Answers!
 
01:21:26
Invest Like A Boss podcasts celebrates a new reaching as it launches its 100th episode. In order to give thanks to all the listeners, Sam & Johnny welcomed questions from the audiences so that they too can be part of this investment journey! Both hosts have personally participated in various investments that they learned through this show. Featuring several financial experts, this podcast has opened limitless possibilities in the investment arena.  On this special episode, Sam & Johnny answers questions from listeners based on their own knowledge and experience. This conversation reveals so many tips and strategies that would help you take control of your finances! Full Show Notes - http://www.investlikeaboss.com/ilab-100-100th-episode-listener-questions-and-answers/ Where we are: Johnny - Ukraine Sam - Arizona Links: Personal Capital - http://investlikeaboss.com/personal Dropshipping Course - http://www.antonmethod.com/ Boss Lounge - https://www.facebook.com/groups/bosslounge/ Time Stamps: 06:43 – Strategies during an economic recession 20:25 – What to buy when everything is down 27:26 – Recommendations for young non-accredited investors 32:34 – Ranking for young investors 41:59 – What it takes to become an accredited investor 50:56 – Best strategy that made the most impact on their finances 53:43 – What were their quickest decisions and how they felt about it? 57:08 – Tips and strategies to increase productivity 1:00:08 – Paying debt vs. Investing 1:06:24 – What net worth number would make them satisfied? 1:12:57 – Investments below $500 1:14:32 – Cost-Benefit of Traditional College Education 1:16:54 – Going into AirBnB investment 1:18:33 – Enjoying 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.
Views: 274 Invest Like a Boss
ILAB 10 - Empire Flipper’s CEO: Investing in profitable, cash flow websites
 
01:16:01
Joe Magnotti is the founder and CEO of Empire Flippers. Since launching a few years ago they have successfully sold several thousand websites over their p-2-p market place. Empire Flippers only sells profitable, cash flowing websites that are typically in the range of $5,000 to $1,000,0000. Joe discusses with us how they set valuations in the marketplace, trending niche categories such as Amazon FBA, and why 40% of the marketplace buyers are repeat customers. We also take a deep dive into 3 sites currently listed including specifics on revenue, maintenance, and future growth prospects. This episode gives us a unique look into modern investing and is particularly appealing for anyone who is interested in internet commerce. Full blog post - http://investlikeaboss.com/ilab-10-empire-flippers-ceo-investing-in-profitable-cash-flow-websites/ Empire Flippers Website – https://empireflippers.com/ Twitter – https://twitter.com/EmpireFlippers Facebook: https://www.facebook.com/EmpireFlippers/ Joe Magnotti Facebook: https://www.facebook.com/magnotti Linkedin: https://www.linkedin.com/in/josephmagnotti Where are we: Sam – Singapore Joe – Manila, Philippines What we are drinking: Sam – water (nursing hangover from night before) Joe – San Miguel Light Recommended (books, subscriptions): Empire flippers Podcast MONEY Master the Game Discussed (relevant links): AdSense site, Finance niche (investing) been around almost 8 years, making $1,230 a month net – $44,288 Amazon Associates site, sport niche (golf), been around 2 and ½ years making almost $3,200 a month net – $79,790 Service based site delivering a small gift, been around 5 and ½ years making almost $8,200 a month – $237,196 Jon Haver’s site Website buyer type profiles (which one are you?) Empire Flippers Valuation Tool Accredited investor definition Webfolio Management – Invest in internet business fund ILAB 02 – Dropshipping TLAB 115 – Selling my store for $60k Boss Lounge – Facebook Show notes: 04:00 – Difference between Dropshipping and Amazon FBA 11:00 – How to find a buyer through a website broker 12:45 – Can you auto pilot your online business 13:30 – Selling my dropshipping business for $60k 24:11 – Intro starts 24:45 – What is Empire Flippers 26:30 – Number of sites sold through Empire Flippers 27:50 – Price range of sites on market place 28:45 – Determining profitability of website cash flows 29:45 – Vetting process 31:00 – Determining multiple and valuation 34:40 – Trending sites right now 36:45 – SaaS valuations 38:20 – Redundancies of sites revenues 41:15 – Seeing thousands of profitable websites 42:00 – Types of buyers in marketplace 44:30 – Getting into Amazon FBA 48:50 – Buying first building a business 49:20 – Determining profitability of the website 50:30 – Repeat buyers 51:50 – Reviewing 3 sites currently for sale 53:00 – Buyer due diligence 54:45 – Setting up process to support the business 54:45 – Starting their internet investment fund 56:30 – Vetting accredited investors 57:00 – Future expansion of the fund 59:30 – The future of Internet commerce 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.
Views: 810 Invest Like a Boss
98: Mobile Home Park Investing with Jefferson Lilly
 
01:14:10
Jefferson Lilly is a mobile home park investment expert who co-founded Park Street Partners which owns 17 Mobile Home Parks coast-to-coast. He is the host of the Mobile Home Park Investors podcast with over 10,000+ D/L per month. He spent seven years investing his own capital acquiring and operating mobile home parks. He is definitely the go-to-person when it comes to mobile home park investing. During the episode, Jefferson educates us on what a mobile home park is and what investment opportunities surround it. He corrects the misconception of most people when it comes to mobile home owners. He presents the ups and downs of owning and operating mobile homes. He explains the Who, What, and How in the world of mobile homes. This is a very unique investment platform that will surely get you hooked!   Where we are: Johnny - Ukraine Sam - Barcelona   Links: Mobilehomeparkinvestors.com Parkstreetpartners.com   Time Stamps: 12:14 – How he got into Mobile Home Park Investing 15:49 – What got him into value investing 17:39 – What is a Mobile Home? 20:52 – Problems in building a Mobile Home Park 23:07 – Mobile Home Parks vs. Other types of Real Estate 25:43 – Who are Mobile Home Parks for? 28:53 – Moving of Mobile Homes 30:03 – Timespan of tenants 32:21 – How long has he been in this business? 36:31 – His journey in this business 39:20 – Average size of a Mobile Home Park 43:18 – What is a Cap Rate? 48:47 – Investment Opportunities 50:52 – Returns   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.  
Views: 280 Invest Like a Boss
80: Mining for Bitcoin with MGTCI’s President Steve Schaeffer
 
57:36
Joining this episode is MGT’s President on Crypto-Capital Strategies, Steve Schaeffer. MGT is one of the top Bitcoin producers in North America with the largest individual Bitcoin mining operation. We may have heard about Bitcoin a lot these days, but what we hardly hear about is Bitcoin mining - how does it work and how is it done? On this episode, Steve explains MGTI’s mining operations and returns. He also explains why the company chose to mine Bitcoins over other cryptocurrencies. He shares MGTI’s strategies in choosing locations, securing bitcoins, and gaining profit. Listen in and learn other ways to invest on cryptocurrencies. Full Show Notes - http://investlikeaboss.com/ilab-80-mining-bitcoin-mgtcis-president-steve-schaeffer/ Links: Mgtci.com - https://mgtci.com/ Ticker (OTC: MGTI) Discussed: ILAB 78 – Bitcoin 101, How to Invest In Cryptocurrency - http://investlikeaboss.com/ilab-78-bitcoin-101-invest-cryptocurrency/ Where we are: Sam – United States Johnny – United States Books: Start Here – Recommended Reading Time Stamps: 03:23 – What is Bitcoin Mining? 12:39 – The Geographic volume of traders 14:22 – Correlation between MGTI stock price and Bitcoin 16:29 – MGTI’s Operation and Returns 19:16 – Mining location 20:41 – What coins are they mining? 23:04 – How many coins do they mine per day? 26:58 – How do they store the Bitcoins? 29:19 – Exchanges through a Broker 31:08 – Major Banks’ play in cryptocurrencies 34:58 – MGTI’s tech infrastructures 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.
Views: 478 Invest Like a Boss
69: FX Market – Profit From the 5 Trillion Dollar Daily Trading Volume
 
01:07:59
Brian Jimerson and Teng Su are the founders of The Art of FX, a Fund Management and Trading company that specializes in the Forex and Commodity markets. During the show, Brian and Teng will discuss how geo political events affect the FX market, what it takes to become a full-time trader, and the biggest mistakes to avoid. Listen to the end to hear how they manage multiple accounts and the earnings percentage Sam and Johnny FD have earned since their investment. Full Show Notes - http://investlikeaboss.com/ilab-69-fx-market-profit-5-trillion-dollar-daily-trading-volume/ Links: Apply for an Account with ArtofFX ($10,000+ minimums) - https://artoffx.com/ilab Where are we: Sam/Brian/Teng – Bangkok Johnny FD – Odessa, Ukraine Discussed: ILAB 03 – Foreign Exchange Trading with Brian from Art of FX - http://investlikeaboss.com/ilab-04-foreign-exchange-trading-with-brian-from-art-of-fx/ ILAB 64 – Trading Options Full Time: $0 – $100K Annually with Kirk Du Plessis - http://investlikeaboss.com/ilab-64-trading-options-full-time-0-100k-annually-kirk-du-plessis/ Try FreshBooks Free - https://freshbooks.com/invest Books: Start Here – Recommended Reading - http://investlikeaboss.com/start-here/ Time Stamps: 07:31 – North Korean missiles over Japan 08:36 – How Trumps Twitter affects the FX market 13:15 – Stock market vs For Ex market 16:16 – Trading Forex full time 21:17 – Biggest trader mistakes 29:47 – Emergency crash plan 31:40 – A typical 21 hour work day 34:20 – Gaining informational advantage 38:57 – Common trader mistakes 41:26 – Cryptocurrency buying, selling, and trading 44:48 – Tax implications 46:33 – Starting capital and hold time 47:09 – General Volatility 51:57 – Managing multiple clients and accounts 1:06:18 – Total earnings % 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! - http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here.
Views: 542 Invest Like a Boss
89: AirBnB Income Stream, Investment Properties and 3rd Party Management with Frank Valencia
 
48:24
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. Full show notes - http://investlikeaboss.com/ilab-89-airbnb-income-stream-investment-properties-3rd-party-management-frank-valencia/ Where we are: Johnny - Nepal Sam - Denver Links: Bongopm.com https://www.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! http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here.
Views: 371 Invest Like a Boss
83: Mutual Funds 101, the $17 Trillion Industry with Mark Renz
 
01:17:25
Mark Renz is a financial adviser and a sales representative for over two decades and has utilized his expertise in serving as an investment adviser for high-net-worth families since 2001. He is currently the Chief Investment Officer for an independent multi-family office, Socius, which provides honest guidance and shrewd management to preserve, protect, and build their clients’ estate. This episode explains the basics and fundamentals of mutual funds. Mark defines what a mutual fund is and other mutual funds that we might not be aware of. He teaches some strategies on how to beat the market, how to manage funds, and how to achieve greater returns. Listen in and learn more about this investment platform. Full Show notes - http://investlikeaboss.com/ilab-83-mutual-funds-101-17-trillion-industry-mark-renz/ Links: Website - https://www.socius.com/team/mark-renz Books: MONEY Master the Game - https://www.amazon.com/MONEY-Master-Game-Financial-Freedom-ebook/dp/B00MZAIU4G Time Stamps: 05:14 – Mark’s background in finance 07:37 – What is a family office? 10:21 – What are Mutual Funds? 11:46 – Types of Mutual Funds 13:57 – How large is the mutual fund market? 15:06 – Importance of fees in selecting a mutual fund 20:49 – Active management funds 26:15 – Dimensional Funds: Who & What they are? 31:36 – Who can invest in dimensional funds? 33:37 – Biggest mutual fund companies 41:52 – Returns/Dividends strategy 48:56 – Fee Structure and Transparency 55:47 – Tools that can be used for transparency 59:36 – Mark’s personal investment portfolio 63:10 – Recommendations in buying stocks 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! - http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here.
Views: 256 Invest Like a Boss
62 - Q2 Investing Updates + Early Retirement
 
01:13:59
Sam Marks and Johnny FD share their investing updates from the past three months. Listen as Sam explains why he exchanged a half million USD into RMB and how Johnny’s Forex account has developed. You’ll find out if early retirement is right for you including how Sam and Johnny strive to balance wealth, time, and happiness. Full Show Notes - http://investlikeaboss.com/ilab-62-q2-investing-updates-early-retirement/ Like these investments? Try them with these special ILAB links: Try ARTofFX – Start a limited account for $10,000 with this link (Unaccredited Investors OK) - https://artoffx.com/ilab Try Fundrise – Invest as little as $1,000 with this link (un-accredited Investors OK) - http://www.investlikeaboss.com/fundrise Try PeerStreet – Geet a 1% yield bump with this link - http://www.investlikeaboss.com/peerstreet Try Wealthfront – Get $15,000 managed Free - http://wlth.fr/1TahYbq Where are we: Johnny FD – Ukraine Sam – Asia Discussed: ILAB 03 – Foreign Exchange Trading with Brian from Art of FX - http://investlikeaboss.com/ilab-04-foreign-exchange-trading-with-brian-from-art-of-fx/ ILAB 06 – Invest in Yourself to Startup an Award Winning Brewery - http://investlikeaboss.com/ilab-06-invest-in-yourself-to-startup-an-award-winning-brewery/ ILAB 07 – Building Hong Kong’s Biggest Self Storage Business - http://investlikeaboss.com/ilab-07-building-hong-kongs-biggest-self-storage-business/ Try FreshBooks Free Book: Start Here – Recommended Reading - http://investlikeaboss.com/start-here/ Time Stamps: 08:11 – Sam’s new investments 12:39 – Johnny’s investment update 15:41 – Half million exchanged to RMB 24:01 – Forex trading account growth 30:11 – Black Hops Brewery investment 32:39 – Hong Kong self-storage units 36:25 – Early retirement ups and downs 55:45 – What is happiness? 1:00:45 – Current bucket list projects 1:04:51 – The happiest we’ve ever been 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! - http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here.
Views: 422 Invest Like a Boss
59: YieldStreet - The Future of Non-Correlated Asset Investing with CEO Milind Mehere
 
01:09:25
Milind Mehere is the founder and CEO of YieldStreet which is an online marketplace for investing in alternative asset-based loans. 8-20% target returns. 1-3 year terms. Milind has worked for industry-defining companies and personally built and scaled three businesses, one of which, Yodle, was acquired by Web.com for $342 million in 2016. He is a successful tech entrepreneur who created investment opportunities outside the stock market with real collateral and attractive yields. During the show, Milind explains how you can generate passive income by connecting to asset-based investments with strong returns. You’ll learn how the investments are structured, typical duration and investment terms including how pre- and post- settlement financing works. Expect to hear about Milind’s personal investment portfolio and how YieldStreet maintains a zero principle loss to investors. Full Show Notes - http://investlikeaboss.com/ilab-59-yieldstreet-future-non-correlated-asset-investing-ceo-milind-mehere/ Links: Yieldstreet.com - https://www.yieldstreet.com/ LinkedIn - https://www.linkedin.com/in/milindmehere/ @milindmehere - https://twitter.com/milindmehere Where are we: Milland – New York Sam – Ireland Johnny FD – Lviv, Ukraine Discussed: Gofundme.com/playgrounds4orphans - http://gofundme.com/playgrounds4orphans Try FreshBooks Free - Books: Start Here – Recommended Reading - http://investlikeaboss.com/start-here/ Time Stamps: 05:53 – Founding vision for YieldStreet 10:26 – Non-Correlated assets 12:07 – Duration and investment terms 15:23 – The safest loans in real estate 16:25 – Rolling maturities 17:09 – Milind personal portfolio 24:47 – Peer to Peer breakdown 27:07 – NBA loans 29:06 – Diversified pre settlement finance portfolio 33:01 – Post settlement funding 35:22 – Sourcing deals 43:03 – Tech/data side of business 46:40 – Maintaining zero principle lost to investors 53:12 – The demand of YieldStreet 1:04:30 – Walking across Ireland 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! -http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here.
Views: 963 Invest Like a Boss

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