Invest Like a Boss

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

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Copyright 2019. All rights reserved. Read our disclaimer here.

Howard Marks is the CEO of StartEngine, an Equity Crowdfunding platform that allows ordinary people to invest and help entrepreneurs achieve their dreams. He is an experienced entrepreneur with a history of building successful businesses. Before launching StartEngine, he co-founded Activision (Call of Duty) and was the Chairman of Activision Studios from 1991 until 1997. As a former Board Member and Executive Vice-President of video-game giant Activision, he and a partner took control in 1991 and turned the ailing company into the $37 billion market cap video game industry.

On this episode, Howard explains the impact of Equity Crowdfunding on the economy. He believes that this investment platform is the future of finance, especially for small businesses. He shares his journey in building StartEngine and the vision that led him to transition into crowdfunding - despite his success in his previous career. This is an insightful conversation that is perfect for both entrepreneurs and investors.

Where we are:

• Johnny FD – Mexico
• Sam Marks – North Carolina

Links:

• Startengine.com
• Masterworks.io - Join an exclusive community of blue-chip art investors

Time Stamps:

• 06:04 – Transitioning to Equity Crowdfunding
• 07:54 – Understanding why other entrepreneurs could not raise money
• 12:22 – How to unlock a larger pool of investors?
• 15:55 – “For the first time in 80 years, the ordinary person can invest.” - Howard Marks
• 17:16 – Why he started Crowdfunding?
• 18:28 – His first campaign
• 21:39 – “My biggest justification for what we’re doing was to help entrepreneurs achieve their dreams” - Howard Marks
• 22:10 – The next challenge: Helping investors trade shares
• 25:12 – The gift that keeps giving
• 29:10 – His vision for the years to come
• 30:28 – “The private small companies are the backbone of the economy” - Howard Marks
• 31:50 – “Equity crowdfunding is the future of finance for small businesses” - Howard Marks
• 32:54 – The average capital raise
• 34:56 – Successful campaigns via StartEngine
• 35:39 – What they are looking for in an entrepreneur
• 37:20 – Pieces of advice for early-stage entrepreneurs

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Copyright 2019. All rights reserved. Read our disclaimer here.

Richard Wilson is the CEO of Centimillionaire Advisors, LLC, a company providing performance-based family office solutions for $100M+ net worth families. He is also the founder and head of Family Office Club, the largest community of registered family offices globally with over 1,750 private investor members.

During the episode, Richard brings us into the world of the super rich with over $100M net worth. After working for them for several years, he has learned several strategies on how they accumulate their wealth. He explains how the ultra-wealthy manage their assets and lifestyles, how they aspire for growth, and what common mistakes they make.

Where we are:

• Johnny FD – Mexico
• Sam Marks – North Carolina

Links:

• Centimillionaires.com
• FamilyOffices.com

Time Stamps:

• 7:05 – What is a family office?
• 7:24 – “The richer you are, the busier you are” – Richard Wilson
• 8:04 – Why do the ultra-wealthy need a family office?
• 8:35 – How much worth are people with family offices?
• 12:06 – Managing assets and lifestyle of the ultra-wealthy
• 14:46 – Building a team for the family office
• 16:19 – Financial planning for investments
• 18:26 – Outsourcing of $50M vs. $100M net worth families
• 21:03 – Who are the Centimillionaires?
• 23:41 – What he learned while working in a family office for years
• 27:02 – Do the ultra-wealthy still desire for growth?
• 31:55 – Important notes in wealth generation
• 32:20 – “It’s not just you work hard and you become ultra-wealthy” – Richard Wilson
• 33:33 – Maintaining assets of rich people
• 34:51 – Common mistakes of the ultra-wealthy
• 35:39 – “Some reasonable plan can help keep things in check” – Richard Wilson
• 36:08 – What to expect from Family Office Club?

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Copyright 2019. All rights reserved. Read our disclaimer here.

Sam Marks and Johnny FD are self-made entrepreneurs who use their hard-earned cash to invest in the best investment platforms, grow their net wealth, and live their dream.

During this episode, Sam and Johnny share their investment strategies which helped them maximize investment returns. They also share their travel experiences which include finding an amazing recording studio, living a new home, and flying on a private jet. This is an episode filled with asset-growing ideas that will help you with your next investment venture.

Where we are:

• Sam & Johnny – Los Angeles

Discussed:

• Diversyfund.com – Use coupon code BOSS20
• ILAB 124: Q3 2019 Updates: Sam & Johnny FD Review Investments, Lifestyle, and Quarterly Plans
• 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:

• 02:32 – How to invest in PeerStreet
• 03:23 – “Widespread diversification is the key to consistency” – Sam & Johnny
• 04:54 – What is PeerStreet?
• 09:02 – Lending Club investing
• 10:00 – Investment advantages of Fundrise
• 13:01 – “The financial dream is that you create enough passive income to live your lifestyle while growing your net wealth” – Sam & Johnny
• 18:19 – How municipal bonds multiply profit
• 20:42 – Where to invest for individual stocks
• 28:24 – Sam’s investments for this quarter
• 33:41 – Vanguard dividends and income returns
• 37:03 – Johnny’s Wealthfront account
• 41:15 – Managing your own finances
• 46:16 – Upside in investing in US dollars
• 49:05 – Johnny’s private jet experience
• 55:54 – What you need to know about LA
• 1:08:56 – Sam and Johnny’s travel plans

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.

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.

Dustin Struckman is one of the founding Partners at Digital Acquisitions. Having sold several of his own businesses through his business partners previous brokerage, they decided to found Digital Acquisitions in 2016 in order to provide exit services to an underserved market segment. They are now one of the leading web-based business brokerages in the world.

During this episode, Dustin will share how to value, exit, and invest successfully in a SaaS business. Learn about the typical deal structures and digital acquisitions including Sam and Johnny FD’s experience selling their business. Listen to the end to find out of investing in a SaaS business is right for you.

Check out the new Invest Like a Boss Summit in California!

Links:

• Digitalacquisitions.co
• Dustin’s Business valuation/seller consultation
• Download their buyer’s guidelines course

Discussed:

• Diversyfund.com - Use coupon code BOSS20
• ILAB 10 – Empire Flipper’s CEO: Investing in profitable, cash flow websites

Where we are:

• Johnny FD - Tbilisi, Georgia
• Sam Marks - South Carolina, USA
• Dustin Struckman - West Seattle

Time Stamps:

• 03:34 - SaaS options that we personally use, today
• 05:30 - Backing and introduction into the SaaS business market
• 09:00 - How to value a SaaS business
• 16:08 - Building the value of tech into a SaaS business
• 16:58 - “The tech just comes along for the ride. That’s why SaaS businesses get a higher multiple.” - Dustin Struckman
• 20:20 - Comparing SaaS, eCommerce, blogs, and content site valuations
• 23:44 - “Things like SEO don’t necessarily increase or decrease the value of the business. What they do is increase or decrease the sellability of the business.” - Dustin Struckman
• 30:25 - Typical deal structure and digital acquisitions
• 37:24 - Selling Johnny FD’s first online business
• 40:02 - Selling Sam’s SkyCig company
• 47:29 - Leaving room for growth when selling your business
• 55:04 - Should you buy a SaaS 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.

Ken Honda is the author of Happy Money: The Japanese Art of Making Peace with Your Money. He is a bestselling author of self-development books in Japan, where he has sold more than seven million books since 2001. While his financial expertise comes from owning and managing several businesses, his writings bridge the topics of finance and self-help, focusing on creating and generating personal wealth and happiness through deeper self-honesty. 

During this episode, Ken will help you discover the tools you already possess to heal your own life and relationship with money. Learn how to treat money as a welcome guest, allowing it to come and go with respect and without resentment; understand and improve your money EQ; unpack the myth of scarcity; and embrace the process of giving money, not just receiving it.

Links:

• Kenhonda.com 
• Facebook 
• Instagram 
• Happy Money: The Japanese Art of Making Peace with Your Money - Book

Time Stamps:

• 02:25 - Introducing the concept of happy money
• 04:51 - Can money actually buy happiness?
• 05:25 - “Money definitely can reduce your stress but money itself cannot buy happiness.” - Ken Honda
• 06:46 - Where does the unhappiness come from?
• 09:27 - Why it seems like all the bad people make the most money
• 11:16  - The perfect amount of yearly income to optimize happiness
• 15:47 - Educating your kids on money
• 16:40 - “Teach your kids how to be satisfied, whatever you have otherwise you’re into comparison with other people and feel miserable.” - Ken Honda
• 17:59 - The international relationship with money and changing your energy
• 20:01 - “The key to wealth is appreciation and gratitude.” - Ken Honda
• 23:46 - Best advice for young people and their relationship with money
• 27:41 - Paying and supporting your local community
• 34:20 - Sam & Johnny FD’s current relationship with money

Omar Khan’s global experience has been leveraged across commercial real estate and capital markets. He has advised on over $3.7 billion of capital financing and M&A transactions. Being a seasoned professional in capital markets (capital financing, M&A, sell-side equity research), strategic planning and operations has provided him with a unique perspective. 

In this episode, Omar will discuss why every potential investor should read and understand the PPM. Find out ways to leverage property tax advantages that will bring down your tax bracket. Learn how real money is made in real estate private equity while investing in deals where there is an alignment of interest with the sponsors.

Links:

• Linkedin
• Boardwalkwealth.com
• Check out the new Invest Like a Boss Summit in Vegas!

Where we are:

• Sam Marks - Tampa, Florida
• Johnny FD - Tbilisi, Georgia

Discussed:

• Private Placement Memorandum: The Sophisticated Investor’s Guide
• The Promote – How the Real Money Is Made In Real Estate Private Equity
• ILAB 105 – Cap Rates – Understanding Real Estate Yields and Valuations
• ILAB 114 – Opportunity Zones – Dissecting the Opportunity in O Zones, with Eddie Lorin

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:

• 01:14 - A brief wine history and traveling Georgia, the country
• 07:05 - What is PPM used for?
• 16:05 - What it takes to put together a PPM
• 19:12 - “Everybody thinks their a genius because in a bull market everybody confuses luck with brains.” - Omar Khan
• 24:32 - Private Placement Memorandum: The Sophisticated Investor’s Guide
• 29:52 - How becoming a real estate agent will cut your taxes in half
• 39:55 - A standard and fair depreciation clause
• 41:03 - “Have low fees and a high equity structure so you get compensated for performance.” - Omar Khan
• 49:15 - Class of limited partners and equity split best practices
• 57:43 - The depreciation method used - Cost segregation
• 1:04:40 - Foreign earned income exclusion & other taxes advantages
• 1:16:53 - The risk of not reading the PPM

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.

Sam Marks and Johnny FD are self-made entrepreneurs who invest their own money and use modern technology to invest like a boss.

During this episode, Sam and Johnny FD give an inside look into their financially independent lifestyle and share how their current investments are performing. Listen for unique travel stories like when Sam ran with the bulls, Johnny broke his nose, and their experiences after exploring new countries. Listen to the end to hear about Johnny’s first investment in a new startup.

Links:

• Sam’s Running with the Bulls 2019 POV
• Check out the new Invest Like a Boss Summit in Vegas!

Where we are:

• Sam Marks - Kieve, Ukraine
• Johnny FD - Temecula, California

Discussed:

• ILAB 123 – Inside an Accelerator, with Startup Wise Guys’ Jone Vaituleviciute
• ILAB 68 – Municipal Bonds, How Insiders Scale Their Tax-Free Income
• ILAB 63 – Talking CEFs for 9.9%+ Yield with ‘CEF Professor’ Michael Foster

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:

• 02:10 - Earning money to live the life you want
• 05:58 - Summer traveling as a digital nomad
• 08:55 - “The best travel have a balance of a few ingredients: A bit of physical challenge, partying, if possible business/networking, and adventure.” - Sam Marks
• 12:34 - Most livable places to live in Europe
• 15:53 - Running with the bulls bloody mess stories
• 24:17 - Sparing with Ukrainian guys & breaking your nose
• 32:03 - More information on the Invest Like a Boss Summit
• 34:48 - Johnny FD’s current financial net wealth
• 42:17 - Sam Marks Investment update on municipal bonds, annuities, Mapletree, and PeerStreet
• 44:00 - “When you invest in something it takes a few months, sometimes, to kick in start making money.” - Johnny FD
• 48:23 - Startup investment tips and strategy
• 53:46 - Johnny FD’s investment update with index funds, 401K, Art of FX, Bitcoin and FaceBook stock
• 58:33 - New insight into the 5G network
• 1:00:35 - Johnny FD’s first startup investment
• 1:03:09 - Future travel and adventure plans

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.

Jone Vaituleviciute is a partner at Startup Wise Guys, Europe's most experienced B2B startup accelerator and one of the most active early-stage investors in the Nordics.

During this episode, Jone will reveal details on the 3 month-long on-site mentors driven program held in either Tallinn (Estonia), Riga (Latvia) or Vilnius (Lithuania). Learn how they help teams position themselves to raise the next funding round within 6 months. Find out how founders support themselves during early-stage accelerators and discover your chance of survival as a new startup. Listen to the end for practical use cases of bitcoin and cryptocurrency including insight into the future of blockchain.

Links:

• Startupwiseguys.com
• Linkedin

• Check out the new Invest Like a Boss Summit in Vegas!

Where we are:

• Sam Marks, Johnny FD & Jone Vaituleviciute - Vilnius, Lithuania

Discussed:

• ILAB 75 – Impact Investing – Running the Vatican’s Accelerator with Steve Forte

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:

• 00:34 - The joy and beauty of traveling Vilnius, Lithuania
• 04:05 - Practical use cases of bitcoin, cryptocurrency, and blockchain
• 13:25 - What is an accelerator?
• 15:56 - Attracting quality talent to the local area
• 18:43 - The entire process explained for startups
• 20:15 - What is a term sheet and how do you use it?
• 23:10 - How founders support themselves during early-stage accelerators
• 25:06 - What is your chance of survival as a new startup?
• 26:01 - “80% of our companies, out of a portfolio of 150, continue working on and growing.” - Jone Vaituleviciute
• 26:20 - What happens if your company fails?
• 26:38 - “We haven’t had a bankruptcy in a classical sense amongst our team.” - Jone Vaituleviciute
• 27:12 - Utilizing the portfolio management program
• 28:23 - Demo Day expectations and walkthrough
• 31:46 - Embracing an international family-style network 
• 35:00 - Greetings and farewell in other languages
• 42:01 - Contemplating the future of blockchain

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.