Invest Like A Boss Modern Investing Podcast

Daniel Crosby is a PHD, and Psychologist, and behavioral finance expert who helps organizations understand the intersection of mind and markets. He joins us on this episode to discuss the 10 commandments of investing success he outlines in his New York Times Best-Selling book titled “The Laws of Wealth: Psychology and The Secret to Investing Success”. In this episode, we learn from Dan’s experience and research while drilling down on finance through the lens of psychology. We also learn about Dr. Crosby’s perspective on the financial advisory industry, where it is going in the future, and how robo-advisors are changing the marketplace.   Twitter: @danielcrosby Daniel’s firm: www.nocturnecapital.com   Books: Dr. Daniel Crosby: The Laws of Wealth Robert B. Cialdini - Influence   Robo-Advisors If you guys are interested in Betterment or Wealthfront (Robo-advisors) you can try them for free with our links below. Betterment – get unlimited funds managed free for 6 months Weathfront – get up to $15,000 managed free

Dave Siegel is a Financial Advisor from Northwestern Mutual who focuses on holistic Wealth Management and Financial Planning. He joins us together from his office in West Palm Beach, Florida to discuss 14 different asset classes and how inflation may affect each one. Looking to protect your assets from a hyperinflation scenario? We discuss the best investments and ways to hedge against inflation.   Dave's Links:   Website Linkedin   Recommended Books:   G. Edward Griffin: The Creature from Jekyll Island Benjamin Graham: The Intelligent Investor Tonny Robbins: MONEY Master the Game MJ Demarco: The Millionaire Fastlane   Discussed:   ILAB 34: New Years Resolutions, Goals, Plans for 2017 ILAB 04 – Stan’s Brutally Honest Factual Expertise About Annuities ILAB 19 – Simon Black – Finding Outsized Returns Off the Beaten Path   Show Notes: 05:00 – Dave’s background 06:30 – Learn your customer's blueprint 09:15 – Maintain your income 12:40 – Scotch 14:05 – Inflation for individuals & government 16:13 – Stocks 18:

Johnny and Sam recap an incredible year in 2016, having both traveled to 17 countries they share some of the key takeaways from their experiences. They also discuss their favorite books from 2016 and their resolutions and goals for themselves as well as plans podcast for 2017. It's been an amazing year, thanks to everyone for sharing the journey and supporting Invest Like a Boss this last year.   Recommended Books: MJ DeMarco: The Millionaire Fastlane Meb Faber: Global Asset Allocation Yuval Noah Harari - Sapiens: A Brief History of Humankind G. Edward Griffin: The Creature from Jekyll Island Dan Buettner: The Blue Zones, Second Edition Benjamin Graham: The Intelligent Investor Mike Cernovich: Gorilla Mindset Grant Cardone: The 10X Rule   Discussed: KoHub Coworking - Koh Lanta Johnny's article on Sam's walk around Koh Samui   Johnny's Article - 17 Country's Visited, 17 Lesson's Learned   Sam's Bucket list (crossed out things that he has finished)   Make it Happen List: Before 30   Show Notes: 02:23 - W

Brett Owens is the Chief Investment Strategist of Contrarian Outlook and a regular contributor to Forbes investment column. In the flagship publication the Contrarian Income Report,  their focus is secure yields of 6% or better with price upside. As the name implies, they take a contrarian approach to the markets in order to find value (in the form of secure high yield) where headline-focused investors often miss out. Brett was recently featured on CNBC Asia where they discussed new infrastructure plays and joined us on the podcasts to do a dedicated episode on REITs after we read his article in Forbes 3 Recession Proof REITs to Buy Now. Brett's Twitter: https://twitter.com/brettowens Forbes Article – 3 Recession Proof REITs to Buy Now     Where are we: Sam – Playa Del Carmen, Mexico Brett – Sacramento, California    REIT Recommendations: OHI – Omega Healthcare Investors SBRA – Sabra Health Care O - Realty Income PSA – Public Storage   Free Dividend Stock Report: 7 Great Dividend Stocks for a Secure Reti

Slava Rubin is the co-founder and Chief Business Officer of Indiegogo. Along with his position on the Board, Slava is responsible for innovation and growth at Indiegogo. He also represented the crowdfunding industry at the White House during the signing of the JOBS Act and has played a crucial role in working with the White House and the SEC to finalize the rules and regulations for equity crowdfunding. Slava joins us on the show to discuss Indiegogo’s new collaboration with MicroVentures and release of “equity crowdfunding”. This is huge news to the industry and game-changing events for investors looking to invest in private deals using the Indiegogo platform.   Equity Crowdfunding on Indiegogo https://equity.indiegogo.com/ https://twitter.com/Indiegogo Where are we: Sam – Playa Del Carmen, Mexico Slava – New York, New York Discussed: ILAB 06 - Invest in Yourself to Startup an Award Winning Brewery ILAB 05 - Planning for Retirement Show Notes: 06:00 - 4 reasons why people give money 07:37 - Signing the Jobs

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 - Rich Dad Poor Dad   Show notes: 01:35 – Introduction to The Land

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.     Discussed: ILAB 13 - PeerStreet vs. Lending Club ILAB 12 - Real Estate Investing with Fundrise CEO Ben Miller ILAB 03 - Foreign Exchange Trading with Brian from Art of FX ILAB 15 - Meb Faber on Building The All Seasons Portfolio ILAB 23 - From $0 to Self Made, How to 300X Your Investment 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 pr

Christopher O’Donnell is the Founder and Investment Manager of hedge fund Automatic. Automatic generates risk managed superior returns by using automated trading systems and trading special circumstances. Christopher has reviewed over 6,000 automated trading systems and has developed a proprietary selection criteria for choosing profitable trading systems. Christopher correctly predicted Brexit and Trump’s POTUS victory, and profitably traded both special circumstances. On this episode, we discuss Christopher’s article “Trump Will Win and How To Profit”.  We drill into Christopher’s predictions on Brexit and Trump, trades made to capitalize on Trump’s win and the next big special circumstances event, the Italy Referendum on December 4 On this episode, we discuss Christopher’s article “Trump Will Win and How To Profit”.  We drill into Christopher’s predictions on Brexit and Trump, trades made to capitalize on Trump’s win and the next big special circumstances event, the Italy Referendum on December 4th, 2016.

Nav Athwal is the very impressive founder and CEO of RealtyShares, a leading online marketplace for Individual and Institutional Investors to securely invest as little as $5,000 into private real estate investment properties all across the USA. Investments are offered by pre-vetted real estate borrowers and companies looking to raise debt or equity capital for their projects in as little as 10 days. Nav joins us to discuss why he started RealtyShares and the impressive path of the business from start-up to leader. The real estate investing landscape is changing, giving everyday investors more access to better deals previously only accessible to people in the know. Nav gives us his view on why technology and real estate now make the perfect intersection for investors seeking yield in one of the world’s oldest asset classes, and what the landscape may look like in the future.   Relevant links: Website: https://www.realtyshares.com/ Linkedin: https://www.linkedin.com/in/navathwal Twitter: https://twitter.com/Rea

Rob Berger is the man behind DoughRoller.net. We’ve appreciated his material over the last year and found his research and content on Robo-advisors particularly pertinent to our recent discussions. Jon Stein came on the show back in episode 22 to discuss Betterment, and we wanted to get Rob’s take on the benefits of Robo-advisors like Wealthfront and Betterment. On this episode, we compare the top 2 leading Robo-advisor platforms and discuss the pros and cons of tax-loss harvesting, the overall value of this automated feature, and which type of accounts it is most effective in. Relevant links: Blog - http://www.doughroller.net/ Linkedin - https://www.linkedin.com/in/bergerra Twitter - https://twitter.com/Doughroller/media Where are we: Sam – Florida Rob – Virginia Johnn FD - Chiang Mia Discussed (relevant links): Free spreadsheet - A tool Rob uses to track his portfolio performance Investing in gold and Silver - Buying gold and silver bullion a smart move ILAB 22 -Betterment Ceo Jon Stein a Decade of Pioneer

Rob Käll has achieved the real American Dream. He immigrated from Sweden in his early 20’s wanting to become a Rockstar in Miami. But this dream was short-lived and he quickly pivoted into start-ups as a technical talent. Over the course of 10 years, he went on to apply lessons from a failed start-up he was employed at to building 3 businesses and selling them for a total of close to $100 Million. In this episode, Rob takes us through his path and how the exits came about. We also learn about his perspective and the difference in being a start-up founder and a senior executive for a public company, and key lessons he learned to apply to his businesses that help them become successful where others failed. Uninterested in retiring, Rob has now founded his next company in his new field he is passionate about – Artificial Intelligence. Rob’s Links Linkedin - https://www.linkedin.com/in/robertkall Twitter - https://twitter.com/robertkall Where are we: Sam – Florida Rob – Barcelona, Space Recommended: Losing My Vi

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/P552ZhC

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.financia

In this episode we do a much anticipated deep dive into co-host Johnny FD’s personal story on how he got started by investing in himself way before he ever bought REITs or ETFs. Most importantly how he made his first dollar even before what he's already shared. He talks about the life lessons he learned from his parents, his first job and how all of that played a part in preparing him for success.    Relevant links for guest: JohnnyFD.com http://antonmethod.com/   Where are we: Sam - Graz Austria Johnny – Chiang Mai Thailand   Recommended (books, subscriptions): Johnny FD - LifeChangesQuick.com Johnny FD - 12WeeksinThailand.com Tim Ferriss – 4 Hour Work Week   Discussed (relevant links): Johnny FD: MVP Hacking - Minimum Viable Product (2016 Nomad Summit) -https://www.youtube.com/watch?v=mi926o5rlFA Digital Entrepreneur Conference - Nomadsummit.com Muay Thai Blog - Myfightcamp.com Broke? Here's How to Start Making Money Online!   ILAB 02 – From $1k to Future Millionaire: Johnny FD’s Investments ILAB 10

Jon Stein is the very popular CEO of Betterment, a platform that is pioneering “Robo-Advisory” and a listener favorite. In fact, the term “Robo-Advisory” was one of the reasons we wanted to start the podcast. When we first heard about Betterment, it was clear a new modern era of technology and investment advice was now available. Aside from the platform itself, we wanted to hear about Jon’s story and why he started Betterment. And a very inspiring one it is. Betterment has been in the works for almost a decade. You’ll be intrigued to hear how and where it got started, and what the future holds.  Jon’s -  LinkedIn Betterment account sign up - For every friend who funds, you get 30 days free, and each friend gets 6 months free. Meb Faber on Building The All Seasons Portfolio - ILAB 15 Money master of the game - Tony Robbins Time Stamp: 03:00 - Starting Betterment in New York City 05:30 - John’s personal story behind Betterment 11:20 - Launching Techcrunch Disrupt 16:00 - Transitioning away from using financial

Gregor Gregersen is the Founder and CEO of Silver Bullion in Singapore. It’s a state of the art facility that is truly innovating the category through transparency, technology and cost efficiency. If you do nothing else with this episode, checkout the video loop here of the Silver Bullion “Safe House”, you’ll be impressed. Gregor had an interesting experience during the 2008 financial crisis that led him to starting Silver Bullion that is a fascinating story in itself. On this episode we compare different ways to buy and sell gold, what types of mints and coinages are most common, the comparison of holding physical gold at home or abroad, Singapore as a safe have, and evaluate a few of the systemic risks that face the global today. We also discuss the unique and intriguing P-2-P lending platform that Silver Bullion created where loans are secured by the borrowers precious metals. No matter what your experience in purchasing precious metals has been in the past, there will be something you can take away from t

If you have ever wondered how a start-up goes from a concept to raising venture capital, than you’ll love this episode. Glints, one of Singapore’s hottest start-ups is fortunate to be driving down a the dream start-up path: from finding an early investor, to joining an accelerator programme, to raising a seed round of investing, finally to closing a larger Series A financing round…all while growing their team from the 3 founders to now more than 20 people in Singapore and Indonesia. The Glints co-founders join us on the show and share their grand experience on determining valuations, finding investors, structuring the deals, and raising money. Glints Glints.com  Recommended: Tesla, Space X and the Quest for a Fantastic Future – Elon Musk Discussed (relevant links): The Hub Coworking Space JFDI Accelerator Personality Test   Show notes: 01:20 – Founders story before starting Glints 01:45 – How Glints was started 05:16 – The early vision for Glints 06:30 – Joining an accelerator 08:30 – Taking their first angel

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. Relevant links for guest: Website – Sovereign Man 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): Augu

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.  Relevant links for guest: www.completeira.com  For a 15% discount at Complete IRA for Invest Like a Boss listeners go to www.completeira.com/ilab Where are we:  Sam – Kiev, Ukraine Joshua – Portland, Oregon Additional Links: Turn

With 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 our current portfolio's and possible future guests on our show. Where are we: Odessa, Ukraine What we are drinking: Sam – Corona with ¼ lime Johnny – Beer “Lada brand Bar”  Recommended: Timothy Ferriss – The 4 Hour Work Week Robert T. Kiyosaki – Rich Dad Poor Dad Mebane Faber – The Intelligent Asset Allocator Discussed: Reccomend Investment Platforms & Books – Resources Page Travel Like a Boss – Ep 125 – Budget Traveling and Bulgaria & Ep 126 – Recorded in No Man’s Land $25 Amazon gift card instructions – Bonus Show