Invest Like A Boss Modern Investing Podcast

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.   Links for Meb: http:/

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 McKnigh

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 represe

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

In 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 Where are we: Johnny FD – Berlin Germany Sam -Singapore Recommended (books, subscriptions): Brian Jimmerman For Ex Trading – ILAB 03 Kevin shee REITS  – ILAB 07 Robert Kiyosaki – Rich Dad Poor Dad & Cashflow Quadrant  MJ DeMarco – Millionaire Fast Lane George S. Clason – Richest Man in Babylon Tony Robbins – Master Money the Game Discussed (relevant links): $25 Amazon Gift Card Contest Time Stamp – Topic: 01:00 – Learning financial mistakes from our parents 05:55 – Opening a bank secure credit card at 17 10:30 – Leveraging debt

Joe 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 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. Relevant links for guest: 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

Sam 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 some highlights of the past 8 episodes and what to expect going forward. Lastly we discuss the incredible value having access to multi- million dollar investors in the Boss Lounge. We would also like to thank everyone thus far for participating in the ratings and the review section of iTunes and also listening and joining us on our investment journey. Relevant links for guest: Boss Lounge Contact Us Where are we:  Sam – 6:00pm – Singapore, Singapore Johnny – 10:30 am – Lisbon, Portugal What we are drinking: Sam – Water (deto

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 structu

Kevin 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 business SC Storage Where are we: Kevin – Hong Kong Sam – Singapore Johnny – Lisbon  What we are drinking: Sam –  Hibiki Harmony Master Selection Recommended (books, subscriptions): Book: The Richest Man in Babylon Discussed (relevant links): MapleTree REITs Public Storage Extra Space Time Stamp – Topic: 10:22 – How Kevin become the Father of Self Storage? 12:45 – Spotting the opportunity in self storage 14:45 – SC Storage market share in Hong Kong 16:10 – Is Self Storage recession proof? 17:10 – Playing the property market in

Dan 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 – https://www.linkedin.com/in/thedannorris Twitter – https://twitter.com/thedannorris Facebook – https://www.facebook.com/dannorrisinformly Where are we: Dan – Gold Coast, Australia Sam – Singapore Johnny – Lisbon, Portugal What we are drinking: 9am – Starbuck’s lattes Recommended: 7 Day Startup  Discussed (relevant links): Dynamite Circle Black Hops Brewing The Black Hops Podcast Glints Ballast Point Brewery Time Stamp – Topic 07:20 – Background as an entrepreneur 17:12 – Other investments Dan has done 18:00 – Thoughts on angel

David Steiner reaches out to Johnny FD about his recent $60k windfall after selling his dropshipping store last month. David as over 22 years of experience in a wide variety of business and information technology environments including over 17 years of SAP, 15 years of SAP Business Warehouse and 3 years of BusinessObjects. In this episode we talk about how to safety plan a retirement portfolio over a 15-20 year period to produce maximum profit. Contact David – LinkedIn Roth IRA Potential Return – IRS Government Gift Tax Issues – IRS Government SEP Plan FAQ’s – IRS Government Vanguard Predictions – Spreadsheet Time Stamp  Topic (00:03:30)       Obama’s “MY IRA” Plan (00:06:00)       Paying Taxes on a $60k Paycheck (00:11:40)       David’s Qualifications and Expertise (00:14:35)       Moore’s Law with Small Companies (00:16:45)       Sector Funds with Vanguard (00:18:00)       S&P 500 and Total Stock Market Index (00:21:00)       Small Company Index Mutual Funds over 30 Years (00:24:30)       Equity and Kee

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)

Brian Jimerson, founder of Art of FX learned how to trade foreign exchange currency while homeless and living in his car. It was there while stealing Wi-Fi from Panera Bread he made his first million dollars with FX trading. In this episode we talk about how ForEx can for everyone, how Sam Marks got 30% returns last year when all of his other returns were flat, and how using leverage will maximum your return on investment. We also talk about the actual time and hard work it requires to make up to 200 trades per day and overcome a loss of $1 Million dollars. Where are we: Bangkok, Thailand (Brian’s Penthouse) What we are drinking: Johnny Walker Platinum Label  Relevant links for guest: Brains Website: Art of FX Live Trade – Trading View Wealthfront Time Stamp Topic (00:01:18) What is ForEx Trading (00:01:50)

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.  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 Stamps: 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   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.

This 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   Time Stamp Topic (04:18)             Peer to Peer Lending (06:40)             Weathfront (09:30)             Insurance Annuities (11:23)             Windfall (18:56)             Capital Gains (20:30)             Hard Work / Loyalty (27:35)             Diversify Mistakes (29:07)             Home Owners Association (30:50)             Maintain Wealth (32:15)             Financial Advisers (33:08)             Wealthfront (34:30)             Vanguard (35:10)             Stronghold (37:14)             S&P-500 (39:12)             Fixed I