We dive deeper into the episode with Robert Cherry, who discusses what to look out for in the Private Placement Memorandum. This document is typical when investing! 

How Do You Know what to look out for in the legal documents? 🖊️
 
Listen to my interview with Robert Cherry to find out! Robert Cherry is a business and IP attorney, handling founder issues, mergers, federal and state securities law matters, capital raising, copyright, and outside general counsel services 📖 
 
We uncover: 
 
💼What a PPM and Operating Agreement are
💼Understanding the risks and red flags
💼Investor Rights, Voting and Manager removal
💼Fees and waterfall structures 
💼Fund expenses and Legal Liability 
💼Legal troubles for Fund Managers and Syndicators 
💼Importance of reading the PPM
💼Building Trust and Transparency
💼Demystifying Different Legal Structures
💼The Sponsor’s obligation 
 

Athlete interview this week 🏀 

Natalie Novosel is a retired WNBA & professional basketball player who's resume includes 2-time National Championship Finalist, Gold Medalist with Team USA, & the 8th selection in the WNBA Draft. Now, she has transitioned from athlete to business athlete and works as financial professional for Transamerica and World Financial Group to create B-ALL-IN Inc. 

We touch on: 

🏀Transition from pro athlete to financial pro

🏀Financial Education tips

🏀Most important skill when learning

🏀Leveraging Relationships

🏀Navigating the financial landscape

🏀The Journey of Self-discovery

🏀How Natalie decided her next steps 

🏀The path to greatness

🏀How important is a financial coach?

🏀Investment strategies

🏀Smart financial moves

Link is below if you want to take a listen ⬇️

We dive deeper into the episode with Christopher Nelson, where he discusses what the world's wealthiest investors are doing in their portfolios. 

Christopher Nelson shares his views on portfolio construction and the ways of the decamillionaires 💰

He provides us with nuggets on:

🪙 The 50/50 portfolio
🪙Who you should have on your “investment team”
🪙The ways of the decamillionaires
🪙Misconceptions about managing money
🪙Treating your portfolio like a business
🪙Should you trust your financial advisor
🪙Trading time for equity

Join him in his free masterclass next month! This Workshop Reveals the Secrets of Wealth Building for Tech Leaders---> https://www.wealthops.io/

https://lnkd.in/gtfsNvsv

Luca is an ex professional soccer player and now founder and CEO of her business, DivineTime. Divine looks to enhance visibility and opportunities for women in sports. 

We talk about: 

• Her journey from soccer to entrepreneurship
• Building a brandWhat education folks are craving
• Importance of Financial Literacy
• Investing insights and lessons learned
• What to seek out for investment success
• Investing lessons learned

Email: [email protected]
Instagram: divinetimeagency

We dive deeper into the episode with Greg O'Brien, CPA and John Malone to discuss taxes, including how to better understand them and mistakes to avoid. 

This week's podcast episode is all things taxes and accounting! 

 Greg O'Brien, CPA and John Malone are co-ceos of Anomaly CPA and are 2x 40 Under 40 winner and 2024 Forbes Top 200 CPA. Anomaly itself is a leading 100% virtual tax strategy and cloud accounting company specializing in digital business owners and real estate investors throughout the US.

We discuss: 

⚖️Common tax mistakes

⚖️Tax strategies to take advantage of

⚖️Do I need a tax strategist?

⚖️Differences in your tax documents

⚖️Deep Dive into K1’s

⚖️Role of 1099’s

⚖️Is it normal for my K1 to be late?

⚖️Federal V State K1

Contact them here: 

Website: Anomalycpa.com

Youtube: https://www.youtube.com/@anomaly_cpa, 

LinkedIn: https://www.linkedin.com/company/anomalycpa/

Jelani is a five-year NFL veteran who now runs his own company, called Postseason, that helps athletes find fulfillment beyond sports. In a similar vein, he is a certified mental performance coach and passionate about helping people find their passions. 

We cover: 

• Transitioning out of career and finding passion
• Deciding to leave the NFL
• Learning about money and investing
• What Jelani would’ve done differently 
• Challenges and lessons learned in starting a business
• Listening to your gut and finding passion
• Pillars for success 
• Supporting loved ones in transition

We dive deeper into the episode with Matt Weigand, who discusses the importance of Fund accounting and why a third-party is the best way to keep up to date on your investments.