Invest Like a Boss
318 episodes - English - Latest episode: 16 days ago - ★★★★★ - 477 ratingsInterviews 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 and Entrepreneur Sam Marks, Johnny FD & Derek Spartz invest alongside listeners as they share their personal portfolios as 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.
Entrepreneurs Sam Marks, Johnny FD & Derek Spartz each took different paths to success to now focus on learning how to invest alongside the listeners in order to put their hard earned money to work.
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Episodes
18: How to grow your IRA/401k to $100m tax free like Mitt Romney
August 25, 2016 05:26 - 1 hour - 82.2 MBJoshua 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 b...
17: Top 12 Investment Tips: Learning from Episodes 1-16
August 17, 2016 08:42 - 45 minutes - 41.7 MBWith 16 amazing episodes under the belt of Invest Like a Boss, Sam and Johnny sit down and discuss the top 12 takeaways and how they have applied this learning to their own investment strategies and overall portfolios. Some major investment vehicles reviewed in previous episodes include investing in stocks, Peer to Peer Lending, asset allocation models, REIT's, Tony Robbins all seasons portfolio, annuities, and tax free IRA investing. Listen to the end of the episode to hear an update on o...
16: William Bernstein: Lump Sum Investing vs. Dollar Cost Average
August 10, 2016 04:50 - 40 minutes - 37 MBWilliam 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 approac...
15: Meb Faber on Building The All Seasons Portfolio
August 02, 2016 10:31 - 1 hour - 59.5 MBMeb 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 ...
14: Real Estate Investing Advice: 1-5 Properties
July 28, 2016 12:49 - 58 minutes - 54 MBA 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 tak...
13: PeerStreet vs. Lending Club
July 19, 2016 17:22 - 1 hour - 57.2 MBInterview 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 ...
12: Real Estate Investing with Fundrise CEO Ben Miller
July 15, 2016 03:05 - 55 minutes - 51 MBBen 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 ...
11: Advice for 17-24 Year Olds on Money, College, Credit and Finances
July 12, 2016 13:00 - 1 hour - 65.4 MBIn this episode we provide key solutions from leveraging debt and how to use credit, owning stock, real estate, the purpose of college, the benefit of traveling and most importantly why you should start your very own business. We also discuss the importance of experience and how using an internship and mentor can allow you to learn and network properly to more effectively invest and launch a successful business for yourself today. Relevant links for guest: Boss Lounge Contact Us Wher...
10: Empire Flipper’s CEO: Investing in profitable, cash flow websites
July 08, 2016 20:47 - 1 hour - 69.8 MBJoe Magnotti is the founder and CEO of Empire Flippers. Since they 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 ...
09: Sam and Johnny's Investment Updates July 2016
July 05, 2016 03:54 - 55 minutes - 51.2 MBSam and Johnny Share their July 2016 portfolio including Wealthfront, Lending Club, Betterment, PeerStreet, REIT's, Foreign Exchange, stocks and index funds. As Johnny travels through Europe he talks about why he cancelled his auto investment with Wealthfront, direct Vanguard deposits and wiring $10k to Brian at the Art of ForEx. Sam reviews his back up plan if Lending Club goes bankrupt and why his Wealthfront account is crushing over his Vanguard and Etrade accounts. We also talk recap ...
08: Peer to Peer Lending Strategies & Structuring Atypical Investments
June 27, 2016 08:03 - 1 hour - 71.1 MBMario 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 – ht...
07: Building Hong Kong's Biggest Self Storage Business
June 22, 2016 05:00 - 55 minutes - 51.1 MBKevin Shee went from jobless to building one of Asia's largest private self storages business's in 15 years. SC Storage now is the largest Self Storage company in Hong Kong and expanding rapidly into new markets. Kevin & Sam discuss the financial wizardry behind the business model, the joint venture they co-own in Hong Kong, and investing in US and Asia storage REITs for great yields and recession proof earnings. Relevant links for guest: Kevin on Facebook Kevin on LinkedIn Kevin’s bu...
06: Invest in Yourself to Startup an Award Winning Brewery
June 21, 2016 09:14 - 1 hour - 60.6 MBDan Norris, co founder of WP Curve, talks about how he and his team raised enough capital in order to sell his award winning craft beers in just two years. With the helping hand of finance from the first ever crowd-funded brewery campaign via Pozible, together with the backing of a small handful of astute investors, and one very supportive landlord they were able to launch June 18th, 2016. Dan’s Word Press business – http://wpcurve.com/ Dan’s website – http://dannorris.me/ LinkedIn – ...
05: Turn $50k into $3 Million with SEP-IRAs
June 13, 2016 07:54 - 1 hour - 59.3 MBDavid Steiner reaches out to Johnny FD about his recent $60k windfall after selling his dropshipping store last month. David as over 22 years of experience in a wide variety of business and information technology environments including over 17 years of SAP, 15 years of SAP Business Warehouse and 3 years of BusinessObjects. In this episode we talk about how to safety plan a retirement portfolio over a 15-20 year period to produce maximum profit. Contact David – LinkedIn Roth IRA Potential...
04: Stan's Brutally Honest Factual Expertise About Annuities
June 13, 2016 07:53 - 45 minutes - 41.3 MBStan 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 ...
03: Foreign Exchange Trading with Brian from Art of FX
June 13, 2016 07:53 - 1 hour - 69.7 MBBrian Jimerson, founder of Art of FX learned how to trade foreign exchange currency while homeless and living in his car. It was there while stealing Wi-Fi from Panera Bread he made his first million dollars with FX trading. In this episode we talk about how ForEx can for everyone, how Sam Marks got 30% returns last year when all of his other returns were flat, and how using leverage will maximum your return on investment. We also talk about the actual time and hard work it requires to mak...
02: From $1k to Future Millionaire: Johnny FD's Investments
June 13, 2016 07:53 - 1 hour - 60 MBJust 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. Johnny’s First Book – Life Changes Quick Charles Schwab ATM Card – How to not get F*cked by your Bank when Traveling Facebook Stock – How I made a ton of Money with FB How I Invest my money Blog – Six Steps Wealthfront Tony Robbin – Money Master of the Game Time Stam...
01: Sam Marks Personal Millions + Show Introduction
June 13, 2016 07:52 - 57 minutes - 52.6 MBThis episode is an overview of what the new Invest Like a Boss Podcast is all about, transparency, new modern day investments, peer to peer lending, firing your financial manager and using robo investing, mastering the investment game and to start it all off, we're talking about where co-host Sam Mark's personally invests his millions. Sam Marks Tony Robbins – Money Master of the Game Sam Marks - imsammarks Instagram Nomad Speech 2016 - Building a $100 Million Dollar Company Ti...