Invest Like a Boss

by media@investlikeaboss.com

67m

average length

144

episodes

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Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire Sam Marks and Entrepreneur Johnny FD invest like a boss while sharing what their personal portfolios are, and how they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of investing in the modern age in a fun, entertaining way. The show hosts interview the worlds best investors, financial Insiders, entrepreneurs and CEOs to find out what they are investing in and strategies to gain outsized returns. In this modern age of investing, new investment instruments are popping up each day, from P-2-P lending, to robo-advisors, equity crowd-funding to REITS. Investors today need to combine centuries of investment wisdom with an modern outlook and approach. Entrepreneur Sam Marks and Johnny FD retired in their early 30’s through business successes and now focus on learning how to invest alongside the listeners in order to put their hard earned money to work. Copyright Invest Like a Boss Inc.

Best Invest Like a Boss episodes upvoted by the community

Last updated on May 28, 2020, 5:08 pm

#1

132: Buying a Business vs. Starting a New One, with Ace Chapman

November 12, 2019 • 84m

Ace Chapman is an Investor Strategist who has bought and sold over thirty businesses and has helped his clients buy over one hundred businesses all over the world. He bought his first business when he was nineteen. It was an online stock market simulator called CoolWallStreet. After selling it, he then realized that there are more benefits in buying a business over starting one, which paved the way for his investment career. On this episode, Ace weighs the difference between buying a business and building a business. As an investor himself, he explains his approach to business that may help other investors generate the best returns. This is also an inspiring episode where he shares his amazing journey from being a college drop out to becoming a successful businessman.   Where we are: Johnny FD – Mexico Sam Marks – Russia Links: AceChapman.com Ace’s Story Masterworks.io - Join an exclusive community of blue-chip art investors Time Stamps: 09:05 – Ace’s Story 17:43 – What are the businesses he has ownership of? 20:41 – Buying a business vs. building a business 24:00 – Categories of businesses he is into 25:09 – “Every time you go to a successful business and learn from an entrepreneur who made it to the other end against all odds, you can learn a lot.” – Ace Chapman 29:15 – Pros and Cons of online and offline businesses 40:44 – Financing strategies 47:21 – Where to go for financing 50:02 – The “snowball effect” 56:27 – “Thinking creatively about where to put your money and generate the best returns, that is the real goal.” – Ace Chapman 58:25 – His passive investments 40:03 – “I am definitely an investor” – Ace Chapman 1:00:32 – How to distinguish an investor from an entrepreneur 1:03:39 – Things to consider when buying a business   If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!  Copyright 2019. All rights reserved. Read our disclaimer here.

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#2

110: How Anyone Can Beat the Market with Mad Hedge Fund Trader John Thomas

November 16, 2018 • 43m

John Thomas is one of the founding fathers of the modern hedge fund industry. He broadens the public understanding of the techniques and strategies employed by the most successful hedge funds so that they may more profitably manage their own money. In his free time, John climbs mountains, does long distance backpacking, practices karate, performs aerobatics in antique aircraft, collects vintage wines, reads the Japanese classics, and engages in a wide variety of public service and philanthropic activities. During this episode, John will share some of the investing principals that he’s used to yielding him up to 35% returns. Learn about the trade alerts, his favorite platforms to use, and how traveling the world has only improved his success. Expect to hear about his thoughts on passive verse active investing. After hearing this you might want to adjust your strategy.   Links: Madhedgefundtrader.com Webinar Replay: Time to Buy the Bottom in US Stocks   Discussed: ILAB 94 – Why We Invest, Financial Freedom, and Selecting Base Locations ILAB 03 – Foreign Exchange Trading with Brian from Art of FX Where We Are: Johnny FD - Chiang Mai, Thailand Sam Marks - Ko Samui, Thailand John Thomas - San Francisco, California   Time Stamps 00:39 - Monsoon season in southern Thailand 07:08 - First investment Johns ever made in his life 08:34 - Common errors and mistakes 10:49 - Making 30-40x your investment 11:47 - “Every year we get one guy... who brings in 1000% return” - @MadHedgFndTradr 12:36 - Following the trade alerts with little experience 18:28 - Favorite trading platforms 19:04 - Tricks, tips, and market trends 21:48 - Passive vs active investing 22:35 - “People are about to have a harsh awakening on the passive investing front” - @MadHedgFndTradr 22:50 - General investing principals to live by 23:48 - Traveling the world for success 33:16 - Compounding 35% interest over 8 years 36:15 - Passive vs active investing   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.  

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#3

16: William Bernstein: Lump Sum Investing vs. Dollar Cost Average

August 10, 2016 • 40m

William Bernstein is a financial theorist, neurologist and Best Selling author of several books, including one of our favorites, The Intelligent Asset Allocator. He shows independent investors how to build a diversified portfolio without the help of a financial advisor. In this episode we talk the possible risk tolerance of an all stock portfolio and what age you should be when investing. We discuss major 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.  Relevant links for guest:  Williams Website – http://www.efficientfrontier.com/ Where are we: Sam – Bangkok Bill – Portland, Oregon Recommended Books: William Bernstein – The Intelligent Asset Allocator William Bernstein – The Four Pillars of Investing: Lessons for Building a Winning Portfolio William Bernstein – A Splendid Exchange: How Trade Shaped the World William Bernstein – The Investor’s Manifesto: Preparing for Prosperity, Armageddon, and Everything in Between Discussed (relevant links): Modern Portfolio Theory – http://www.efficientfrontier.com/ef/996/basics.htm Efficient Market Hypothesis – http://www.efficientfrontier.com/ef/700/studio54.htm The Bernstein Portfolio model – http://www.efficientfrontier.com/ef/996/cowards.htm Do not dollar cost average for more than 12-months – http://www.efficientfrontier.com/ef/997/dca.htm Time Stamp – Topic: 06:00 – How Bill got into finance 06:45 – A quantitative approach to finance 07:15 – The Intelligent Asset Allocator 08:15 – Modern portfolio theory 10:35 – The Bernstein asset allocation model 11:50 – Dialling up the stock exposure 12:15 – Stocks vs. bonds 13:00 – Risk tolerance 15:00 – Why stocks can be toxic in retirement 16:00 – Buying the basic asset allocation of funds 17:20 – The importance of sticking with an allocation 20:40 – Rebalancing your portfolio 22.15 – Simple vs. highly diversified portfolios 23:00 – Lump Sum investing vs. Dollar Cost Averaging 27:30 – The psychological part of investing 28:32 – Do not dollar cost average for more than 12 months 30:50 – What DCA buys you insurance against 32:00 – The importance of financial history 33:55 – GDP is not always correlated with stock returns 36:00 – What does Bill wish he knew 40 years ago 37:20 – Bill’s advice to young people   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.

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#4

69: FX Market – Profit From the 5 Trillion Dollar Daily Trading Volume

August 31, 2017 • 68m

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.   Links: Apply for an Account with ArtofFX ($10,000+ minimums)   Where are we: Sam/Brian/Teng - Bangkok Johnny FD - Odessa, Ukraine   Discussed: ILAB 03 – Foreign Exchange Trading with Brian from Art of FX ILAB 64 – Trading Options Full Time: $0 – $100K Annually with Kirk Du Plessis   Books: Start Here – Recommended Reading   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!   Copyright 2017. All rights reserved. Read our disclaimer here.

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#5

98: Mobile Home Park Investing with Jefferson Lilly

July 10, 2018 • 74m

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.  

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#6

66: Meet the Drapers: Invest with Tim, Bill and Jesse Draper

August 10, 2017 • 54m

Sarika Batra is the Producer and Director of ‘Meet the Drapers’, the first-ever startup crowdfunding show that features startups pitching 3 generations of Drapers. The twist is that the millions of viewers are the investors! Sarika will reveal how the show was created and how you can have the opportunity to pitch to the Drapers. She will also discuss the structure of the deals and investments that may be made. Listen to the end to learn what it takes to produce a show of this caliber.   Links: LinkedIn > If you’re an entrepreneur or startup and would like to apply to be on the show, you can do so in 2 minutes [Apply here]   Where are we: Sam Marks – Thailand Johnny FD – Ukraine   Discussed: ILAB 40 – Republic.co: Simplifying Startup Investing for Un-Accredited Investors ILAB 32 – Indiegogo Co-Founder, Slava Rubin on Equity Crowdfunding Thank you to the recent donors in our campaign to build playgrounds for orphans in Cambodia. If you’d like to support the cause please join us: Playgrounds 4 orphans   Books: Start Here – Recommended readings   Time Stamps: 03:24 - Who are the Drapers? 08:30 - Finance and venture capital background 10:30 - First VC in India 11:19 - How the show was created 13:55 - The application process 18:59 - The investment opportunity 20:01 - What to expect from the judges 22:25 - Shark Tank vs. Meet the drapers 25:49 - Pitching the Drapers 29:58 - Form and structure of the investments 31:58 - Producer's production responsibilities 37:13 - How can you watch the show? 43:45 - Beatstars equity crowdfunding   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.

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#7

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

June 11, 2018 • 95m

Michael teaches personal finance at Trinity University and writes a weekly finance column for the Houston Chronicle and San Antonio Express News. He previously sold bonds for Goldman Sachs, and used to run a distressed debt hedge fund. He is not your typical finance professor as he gives you the real-life perspective of how to manage your money. During the episode, Michael reveals several tips in growing wealth which you did not learn from school. He believes that venturing into investments at an early age promises a future of fortune. He explains how compound interest works, why we need to understand it, and what benefits it could provide. You might not be interested in learning such early in life, but once you listened to this episode, you’ll have a whole new outlook at your finances.   Where we are: Johnny - Bulgaria Sam - Florida   Book: The Financial Rules for New College Graduates   Discussed: ILAB 11 – Advice for 17-24 Year Olds on Money, College, Credit and Finances   Time Stamps: 07:52 – Why professors experience difficulty understanding and teaching finance 13:05 – His personal finance course 16:55 – Students in debt vs. Students investing 24:00 – Investment advice for young adults 32:12 – Explaining compound interest to young adults 38:53 – US Tax Code 43:10 – Saving money based on income 49:04 – Advise for youngsters in getting an investment adviser 56:47 – The use of Robo-Advisor 1:00:28 – Favorite investment books 1:05:21 – What to look forward to in his book   If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2017. All rights reserved. Read our disclaimer here.

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#8

80: Mining for Bitcoin with MGTCI’s President Steve Schaeffer

December 27, 2017 • 58m

Steve Schaeffer is MGT’s President on Crypto-Capital Strategies. 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 MGT’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.   Links: Mgtci.com Ticker (OTC: MGTI)   Discussed: ILAB 78 - Bitcoin 101, How to Invest In Cryptocurrency   Where we are: Sam - United States Johnny - United States   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.      

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#9

24: Financial Samurai, Sam Dogen Zero to One

October 10, 2016 • 72m

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 Sam’s Blog   Recommended (books, subscriptions): Sam Bogen - Financial Samurai: Slicing Through Money's Mysteries Sam Bogen - How to Engineer Your Layoff eBOOK   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! 

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#10

14: Real Estate Investing Advice: 1-5 Properties

July 28, 2016 • 59m

A deep dive into real estate investing with the host of the Australian Property Podcast, Jonathon Preston. At age 29, JP has already acquired 5 properties in Australia’s hot Real Estate market and is mastering the art of financial leveraging to continue to grow his portfolio. He started with a single 15% down payment on a single property and in only 4 years has been able to use that to scale and generate more and more cash flow. We dissect his strategy in actionable steps for anyone to take and explore fundamentals of real estate investments including yields, applying for loans, property rights, cash flows, and market intelligence. JP’s story follows the steps outline in one of our favourite books Rich Dad, Poor Dad and is proof that with good execution you can start in real estate from just about nothing and grow your wealth fast. Relevant links for guest: JP on LinkedIn The Australian Property Podcast Where are we: JP – Sydney Sam – Singapore  Recommended: Robert Kiyosaki – Rich Dad, Poor Dad Steve McKnight – From 0 to Financial Freedom: How To Do It Today! Steve McKnight – From 0 to 130 Properties in 3.5 Years Steve McKnight – From 0 to Financial Freedom: How To Do It Today Steve Mcknight – From 0 to 260+ Properties in 7 Years Steve Mcknight – $1,000 in Property in One Year Time Stamp – Topic:  02:45 – How JP got started in property investing 05:20 – Purchasing his first property 06:10 – Leveraging other equity to get a loan 08:00 – Australia property market strength 09:00 – How loan assessments work 12:00 – Qualifying people for loans 13:00 – How JP acquired properties 2, 3, and 4 16:30 – On-going management of the properties 20:00 – Refinancing to make raise more money 21:30 – How JP learned what he knows 23:45 – What happens in a AUS recession? 25:45 – Property acquisition goals 29:00 – What JP looks for in a new property 32:00 – Emerging markets in Asia 33:00 – Rich dad, poor dad 33:45 – Sam’s property investments in Thailand 40:05 – Guarantee 7% return investment properties 41:35 – Property rights AUS vs. Thailand 45:00 – Ownership of Thai properties 50:25 – Carrying costs of properties 53:45 – Our next moves in property investing 57:15 – REIT investing as an alternative 1:01:00 – JPs investment property investing advice – Play in a market close to home – Buy something you are familiar with – Look for scarcity – Look for an area where incomes have the potential to increase 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.

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#11

104: AirBnB Rental Business, Listener Investing Questions Answered

September 27, 2018 • 61m

Frank Valencia, Sr. Managing Partner, and Victor Sanchez, Operations Manager, are part of Bongo PM Team. Their company, Bongo PM, focuses on AirBnB Property Management for vacation and short-term rentals. Their mission is to find the best real estate services for people looking for a home to rent or a vacation property to stay. This is a special episode where the guests answer the listeners’ questions from The Boss Lounge about short-term rentals. If you are a property owner or a traveler looking for a place to rent, this is a perfect episode to start your real estate journey. Frank and Victor explain what services their company provides and the fundamentals of short-term rentals. They will answer several questions that you yourself might be asking, including the best cities for property rentals, profitability, taxes, and income potential.   Where we are: Johnny - Chiang Mai Sam - Denmark   Links: BongoPM.com   Discussed: ILAB 89 – AirBnB Income Stream, Investment Properties and 3rd Party Management with Frank Valencia ILAB 96 – 6 Keys to Protecting Your Properties From Lawsuits With Scott Smith   Time Stamps: 10:09 – The services that Bongo PM provides 13:30 – What people look for in the properties they rent 14:36 – Important factors to keep short-term rentals up and running 16:06 – Determining factor if the property is profitable 20:41 – Understanding the fundamentals of short term rentals 21:32 – Tip and tricks in entering this industry 24:07 – Limiting one's liabilities 24:49 – Finding properties for short term rentals 25:54 – Purchasing a profitable property 26:47 – Impact of hotel taxes 27:41 – How to persuade the property management to allow short term rentals 29:19 – Projecting future income potential 30:31 – Best cities with best rental yields 33:45 – Insurance 34:34 – Properties in New York   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.    

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#12

58: Royalty Exchange - Acquire Jay-Z, Britney Spears, and Popular Music Royalties

June 15, 2017 • 62m

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. Links: Royaltyexchange.com @royaltyexchange Where are we: Denver - Jeff Berlin - Johnny FD Ireland - Sam Discussed: Gofundme.com/playgrounds4orphans Book: Start Here - Recommended Reading 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.  

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#13

12: Real Estate Investing with Fundrise CEO Ben Miller

July 15, 2016 • 56m

Ben Miller is the Co-founder and CEO of one of the hottest new investment products available today – Fundrise. Their platform gives unaccredited investors the opportunity to invest directly in big property deals with as little as $1,000. By being a low cost model and required to pay out 90% of income, their eREIT provides high yielding returns to investors on a quarterly basis. Ben comes on the show to discuss his 17 years of real estate and tech experience and how the combination of that skills has lead to the creation of Fundrise.  This episode goes into extensive detail around all forms of real estate investing and will appeal to anyone who is interested on the broader category.  **disclosure, Sam is currently invested in their Growth eREIT Relevant links for guest:  Ben’s Twitter – http://twitter.com/BenMillerise  Where are we: Ben Miller: Washington DC. Sam: Singapore  Recommended:  Rich Dad Poor Dad Invest in Fundrise with as little as $1,000 Discussed (relevant links): Vanguard REIT – Senior Property Housing Trust MAPLE TREE INDUSTRIAL Trust iShares REIT JOBS ACT Time Stamp – Topic: 05:45 – What Fundrise is 06:30 – What is a eREIT? 07:50 – Difference in income REIT and growth REIT 09:00 – Ben’s 17 years of experience in Real Estate 12:30 – Getting great mortgage rates 13:10 – Surviving downturns in property and stock markets 14:30 – The appeal of REITs as a cash flow investment 15:15 – Fundrise vs a public REIT 17:00 – How many properties will the REITs invest in 19:30 – Investment windows for Fundrise 22:30 – FAT built into public REITs 23:00 – Finding high yielding REITs 23:45 – Find properties to add to the eREITs 26:00 – Fundrise vs. big institutions 26:00 – Managing property operators 26:30 – What markets do you find hot? 27:30 – Why being small gives you an advantage 30:00 – REITs paying out 90% of income 32:30 – Investing for non accredited investors 32:45 – The JOBS Act relevance to Fundrise 35:45 – Minimum investments and average investor 38:00 – Can non US citizens invest through Fundrise 40:00 – When do REITs cap out? 42:30 – Appreciate / depreciation potential 44:15 – Valuing the REITs each quarter by a 3rd party 48:20 – What is an ideal length of time to invest in a REIT? 50:30 – Listener questions 53:30 – Owning Fundrise vs. buying an investment property 57:45 – What happens if Fundrise gets nuked 58:05 – Find out more about Fundrise Invest in Fundrise with as little as $1,000 with this invest If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here! Copyright 2016. All rights reserved. Read our disclaimer here.

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#14

04: Stan's Brutally Honest Factual Expertise About Annuities

June 13, 2016 • 45m

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. Stan’s Website – Stan The Annuity Man Stan’s Contact info – http://www.stantheannuityman.com/about-stan-the-annuity-man/contact-us/ 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 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.  

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#15

55: The LandGeek, 5000 Raw Land Flips Through Automation

May 24, 2017 • 54m

Mark J. Podolsky (AKA The Land Geek) is widely considered the Country’s most trusted and foremost authority on buying and selling raw, undeveloped land within the United States. He has been actively investing in Real Estate and Raw Land since 2001 and has completed over 5,000 unique transactions. Mark’s company, Frontier Equity Properties, LLC, is an A+ rated BBB real estate company. During the show, Mark will share how he creates passive income in raw land and discuss the systems and automation in real estate that contributes to his success. He will unfold key benefits of owning raw land, how to find quality property, and ways you can start maximizing your investments today.   Links: Thelandgeek.com Youtube @TheLandGeek Facebook Linkedin   Where are we: Phoenix, Arizona - Mark Spain - Sam & Johnny FD   Book: Call me Ted - Ted Turner   Time Stamps: 05:18 - Getting into land real estate 07:44 - Tax lien & tax deed investing 09:18 - Getting raw land to cash flow 11:35 - Automating through software 13:20 - How Mark got the name “The Land Geek” 13:44 - Benefits of owning raw land 16:35 - Finding good value property 19:25 - Looking for quality land 23:26 - Before making an offer 26:58 - Protection and liability 30:55 - Common mistakes made 33:28 - Getting a call from the FBI 35:30 - How to get started 37:40 - Mark’s personal investments 40:27 - Buying and selling land 44:10 - Passive property sales   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.  

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#16

106: How to Build and Profit from a Self-Storage Facility with Kevin She

October 12, 2018 • 71m

Kevin She is the owner of SC Storage, Hong Kong's leading low-cost self-storage provider with over 60 convenient locations in Hong Kong and Macau, and more than 18,000 self-storage units. He started his self-storage business 18 years ago and has consistently grown in locations and customers. When it comes to self-storage, he is the king! On this episode, Kevin reveals the step-by-step process of setting up a self-storage facility - from choosing the location to promoting the business. He explains the fundamentals of self-storage and why it is a perfect real estate investment scheme. This discussion teaches entrepreneurs some tips and strategies on how to build a million dollar business, self-storage or not.   Where we are: Johnny - Chiang Mai Sam & Kevin - Iceland   Links: Scstorage.com Sam's IG - Instagram.com/imsammarks Pro pics in Iceland, Contact Michelle Pederson @ Michellepedersonphoto.com   Recommended: ArtofFX – start with just a $10,000 account (reduced from $25,000) Fundrise – start with only $1,000 into their REIT funds (non-accredited investors OK) 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: 13:24 – Kevin She’s Background 13:54 – The Process of Setting up Self-storage 17:01 – The Building Formula 21:06 – The Renovation Process 23:20 – Real Estate Hack 25:20 – System Input & Customer Access 31:52 – Marketing Strategies to fill-up these Storages 36:53 – Cap Rates for Self-storage 38:34 – Self-storage business competitions 40:04 – Billing defaults & late fees 44:57 – Possible disruptions on self-storage businesses 47:01 – When storage owners become unreachable 51:56 – Countries with good self-storage business potential 59:33 – Recession & Regulation risks   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.  

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#17

86: Index Fund Allocation Modeling with Johnny & Sam

February 27, 2018 • 62m

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.   Where we are: Johnny – Thailand Sam – U.S.A.   Links: 3 Investment Gurus Share Their Model Portfolios The All Seasons Portfolio (Aka The Tony Robbins Portfolio) The ultimate buy-and-hold portfolio Paulmerriman.com/vanguard/ Paulmerriman.com/whats-wrong-vanguard-small-cap-value/   Books: MONEY Master the Game Unshakeable   Discussed: ILAB 15 – Meb Faber on Building The All Seasons Portfolio   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.

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#18

109: Why Modern Portfolio Theory Fails Investors with Daniel Peris

November 11, 2018 • 72m

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.   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.  

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#19

128: 5G Has Arrived – How to Invest, And What To Expect with Matthew Cochrane

September 13, 2019 • 62m

Matthew Cochrane writes articles for the Motley Fool, mostly on companies in fintech or payments, though my investing interests definitely extend outside those sectors. During this episode, Matthew will share how investors can profit off the 5G wireless revolution. Learn what 5G is, why it’s so important and what the risks are when investing in 5G. Listen for specific stocks that may beat the market over the next several years. Find out how you can meet the biggest bosses like Adam Nash, Meb Faber, and Brett Crosby at the Invest Like a Boss Summit. This event will help those wanting to learn how to invest their money, whether you are just starting out or already advanced and wanting to diversify. Links: How to Invest in 5G Stocks - The Motley Fool Matthew's Twitter Discussed: Diversyfund.com – Use coupon code BOSS20 ILAB 124: Q3 2019 Updates: Sam & Johnny FD Review Investments, Lifestyle, and Quarterly Plans ILAB 110 – How Anyone Can Beat the Market with Mad Hedge Fund Trader John Thomas Investlikeaboss.com/summit [Promo Code: MLG50] Recommended: ArtofFX– Start with just a $10,000 account (reduced from $25,000) Fundrise– Start with only $1,000 into their REIT funds (non-accredited investors OK) Betterment– Get up to 1 year managed free PeerStreet– Get a 1% yield bump on your first loan Wealthfront– get your first $15,000 managed free Time Stamps: 00:42 - The ups and downs of airline flights internationally 06:40 - Join us all in Los Angeles for the ILAB Summit! 10:30 - How fast will 5g actually be? 17:30 - Young children using technology 18:22 - Can phones support 5g? 19:31 - Are 5G devices harmful and dangerous to humans? 20:53 - When will consumers be able to fully use the 5G network? 23:21 - 5G in your home  24:15 - “85% of US households have access to either 1 or 0 internet service providers that could offer speeds of 100mbps.” - Matthew Cochrane 25:40 - Is it too late to start investing in the 5G stock market? 26:04 - “One of the greatest advantages individual investors can have is having a long term mindset.” - Matthew Cochrane 26:42 - Investing through individual stocks + most favorable stocks 34:55 - The technology in microchips 36:22 - 5G WiFi in-home network vs. cellular service  39:56 - Visualising the next generation of technology 44:55 - Should you invest in 5G? 48:25 - Verizon, AT&T, and China Mobile 50:21 - Meet the biggest billion-dollar bosses   If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!    Copyright 2019. All rights reserved. Read our disclaimer here.  

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#20

08: Peer to Peer Lending Strategies & Structuring Atypical Investments

June 27, 2016 • 78m

Mario has been Sam's personal CPA since 2013 and has him structured dozens of atypical investments. Having filed thousands of tax returns in his careers and created and reviewed countless financial models, Mario has unique insight to the investing world. Sam and Mario discuss P-2-P investment strategies, gambles in property investing, the importance of cash flow historically and in modern times, and structuring new investments in the portfolio. Relevant links for guest: Mario’s firm – http://greenhausriordan.com/ Linkedin – https://www.linkedin.com/in/mario-v-lucibello-cpa-38258415  Where are we: Mario – Connecticut, USA Sam – Singapore What we are drinking: Sam: Penfold’s Magill Estate Shiraz 2013 (9pm ICT) Mario: WL Welling Bourbon (9am EST) Recommended (books, subscriptions):  Book: Demographic Cliff by Harry Dent Discussed (relevant links): PeerStreet Lending Club Vanguard Betterment Wealthfront Empire Flippers Glints SmartMat SC Storage MapleTree Time Stamp – Topic 05:30 – Setting up investments structure 06:30 – Automated reporting vs. manual reporting investments 09:00 – Tracking investments over multiple years 12:00 – PeerStreet – investment opportunity 12:30 – Lending Club & P-2-P lending strategies 15:55 – New PeerStreet investment & discussion 20:20 – Liquidity in P-2-P lending 22:50 – Loan-To-Value ratios 26:50 – Personally guaranteeing loans 30:30 – Mario’s investment insight from being a CPA 32:50 – Making money (or losing) in real estate gambles 34:00 – The importance of fixed income in property investing 39:00 – Investing in the S&P 500 42:00 – Demographics in investing 46:00 – Empire flippers – digital product investment fund 54:00 – Mario’s upcoming property investment 57:00 – Investing in property vs. REITs 58:00 – Why Mario is bullish on residential rental investments 1:03 – Sam’s new investment activity recap – Glints – Black Hops Brewing – SmartMat – SC Storage – MapleTree Reit’s 1:17:00 – Don’t forget your reporting! 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.

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