Invest Like a Boss

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 (detox)
Johny – Café Americano (Expresso with sugar on the side)

Recommended (books, subscriptions):

Tony Robbins – Master Money the Game
Johnny FD – Life Changes Quick

Discussed (relevant links):

$25 Amazon Gift Card Entry
MapleTree REITs
Public Storage
Extra Space
PeerStreet
Lending Club
Vanguard
Betterment
Wealthfront
Empire Flippers
Glints
SmartMat
SC Storage

Time Stamp – Topic

02:00 – Adjusting to the Millionaire Lifestyle in Singapore
03:00 – Beautiful Lisbon at an affordable price
06:30 – Expenses vs. Income while traveling
08:10 – Cancelling $1.5K auto investment with Wealthfront
08:55 – Saving money with betterment fees
12:00 – Investing with Vanguard directly
13:00 – High risk rating with stocks and index funds
16:45 – Time weighted returns / Money rated return
18:00 – Access to multi- million dollar investors in the Boss Lounge 
20:00 – Pausing the dividend reinvestment with Lending Club
23:00 – Wire transferred $10k to Brian at ForEx trading
26:30 – Emailing screenshots of our investment dashboards
27:00 – Creating buy orders through Vanguard
31:00 – Sam’s Wealthfront is crushing Vanguard and Etrade accounts
34:42 – $17K year to date in Vanguard account via dividends
35:30 – What if Lending Club goes bankrupt?
39:00 – Fix income with public property REITS through Mapletree
42:00 – Reinvesting in Glints start-up
43:00 – Full recap on the previous 8 episodes
48:45 – Expecting great guests on future episodes
51:00 – Reading reviews and ratings from iTunes
53:40 – Giving away a $25 Amazon gift card

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.

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 structure
06:30 – Automated reporting vs. manual reporting investments
09:00 – Tracking investments over multiple years
12:00 – PeerStreet – investment opportunity
12:30 – Lending Club & P-2-P lending strategies
15:55 – New PeerStreet investment & discussion
20:20 – Liquidity in P-2-P lending
22:50 – Loan-To-Value ratios
26:50 – Personally guaranteeing loans
30:30 – Mario’s investment insight from being a CPA
32:50 – Making money (or losing) in real estate gambles
34:00 – The importance of fixed income in property investing
39:00 – Investing in the S&P 500
42:00 – Demographics in investing
46:00 – Empire flippers – digital product investment fund
54:00 – Mario’s upcoming property investment
57:00 – Investing in property vs. REITs
58:00 – Why Mario is bullish on residential rental investments
1:03 – Sam’s new investment activity recap
– Glints
– Black Hops Brewing
– SmartMat
– SC Storage
– MapleTree Reit’s
1:17:00 – Don’t forget your reporting!

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.

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 structure
06:30 – Automated reporting vs. manual reporting investments
09:00 – Tracking investments over multiple years
12:00 – PeerStreet – investment opportunity
12:30 – Lending Club & P-2-P lending strategies
15:55 – New PeerStreet investment & discussion
20:20 – Liquidity in P-2-P lending
22:50 – Loan-To-Value ratios
26:50 – Personally guaranteeing loans
30:30 – Mario’s investment insight from being a CPA
32:50 – Making money (or losing) in real estate gambles
34:00 – The importance of fixed income in property investing
39:00 – Investing in the S&P 500
42:00 – Demographics in investing
46:00 – Empire flippers – digital product investment fund
54:00 – Mario’s upcoming property investment
57:00 – Investing in property vs. REITs
58:00 – Why Mario is bullish on residential rental investments
1:03 – Sam’s new investment activity recap
– Glints
– Black Hops Brewing
– SmartMat
– SC Storage
– MapleTree Reit’s
1:17:00 – Don’t forget your reporting!

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.

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 Hong Kong
17:55 – Typical size of an SC Storage location
18:10 – My investment with SC Storage
20:00 – Leveraging debt to maximize return on capital
21:25 – Getting loans from banks
24:20 – Competition leeching on corporate strategy
26:15 – SC Storage in acquisitions
26:55 – SC storage expansion into new markets
28:20 – The growth in storage internationally
28:55 – Breakeven point in operating a storage premise
29:30 – The network effect of more locations
30:15 – Potential exit strategy considerations
31:00 – Micro-markets, the next opportunity
33:15 – Investments in REITs
35:15 – REITs in a recession
37:30 – REIT markets USA vs. SG
41:00 – How to invest in Storage REITs
44:20 – Big Data in storage businesses
46:00 – Sam’s investments in REITs
47:50 – Kevin’s investment strategy
49:10 – Investing with reputable people
51:30 – How Kevin gets deals under market value
53:00 – Find out more details on Kevin and SC Storage

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.

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 Hong Kong
17:55 – Typical size of an SC Storage location
18:10 – My investment with SC Storage
20:00 – Leveraging debt to maximize return on capital
21:25 – Getting loans from banks
24:20 – Competition leeching on corporate strategy
26:15 – SC Storage in acquisitions
26:55 – SC storage expansion into new markets
28:20 – The growth in storage internationally
28:55 – Breakeven point in operating a storage premise
29:30 – The network effect of more locations
30:15 – Potential exit strategy considerations
31:00 – Micro-markets, the next opportunity
33:15 – Investments in REITs
35:15 – REITs in a recession
37:30 – REIT markets USA vs. SG
41:00 – How to invest in Storage REITs
44:20 – Big Data in storage businesses
46:00 – Sam’s investments in REITs
47:50 – Kevin’s investment strategy
49:10 – Investing with reputable people
51:30 – How Kevin gets deals under market value
53:00 – Find out more details on Kevin and SC Storage

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.

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 investing
18:50 – Why Dan likes being an entrepreneur
19:50 – Adding value to private investments
24:00 – Passive vs active investing choices
25:30 – Black Hops Founding
27:30 – Early branding and home brewing
28:85 – $0 investment to get started using friends equipment
30:00 – Beer selection and awards
32:15 – Contract brewing
33:30 – Decision to raise money
36:20 – Time and effort in fundraising
38:00 – My attraction to Black Hops
39:00 – Craft beer industry
43:30 – Coming up with a valuation
48:00 – How to determine value of startups
54:00 – What Dan would do different with raising capital
58:11 – How the paperwork and structuring was facilitated
59:00 – Getting a hold of Dan

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.

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 investing
18:50 – Why Dan likes being an entrepreneur
19:50 – Adding value to private investments
24:00 – Passive vs active investing choices
25:30 – Black Hops Founding
27:30 – Early branding and home brewing
28:85 – $0 investment to get started using friends equipment
30:00 – Beer selection and awards
32:15 – Contract brewing
33:30 – Decision to raise money
36:20 – Time and effort in fundraising
38:00 – My attraction to Black Hops
39:00 – Craft beer industry
43:30 – Coming up with a valuation
48:00 – How to determine value of startups
54:00 – What Dan would do different with raising capital
58:11 – How the paperwork and structuring was facilitated
59:00 – Getting a hold of Dan

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.

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 Keeping Expenses Low
(00:25:30)       When the Market Drops over 5%
(00:27:45)       Big Risks in Energy Market Funds
(00:29:10)       Fifteen Year Retirement Plan
(00:30:00)       College Financing Options
(00:31:52)       Obama Care – Healthcare Savings
(00:37:50)       Up to $54K in a Tax Deferred Investment
(00:42:00)       Roth and Traditional IRA’s Options
(00:47:00)       SEP Withdrawal Fee’s
(00:51:00)       Turn $50k into $3 Million
(00:58:00)       Certified Financial Planners for Professional Advice
(00:59:00)       Real-estate and Sector Funds with Vanguard

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.

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) Contractual Guarantee’s (00:03:40) Roman History (00:04:08) P.I.L.L Categories (00:05:50) Life Insurance (00:09:23) Fixed Index (00:13:43) Interest Rates (00:17:45) Downside Risk Protection (00:22:00) Texas Creditor Protection (00:24:00) Lifetime Income Stream (00:25:00) FDIC Insurance Limit (00:27:58) Flash Boys Michael Lewis (00:32:00) Park your Money (00:34:00) Annuity Risks (00:37:20) Department of Labor : Fiduciary (00:38:00) IRS: 1035 Transfer (00:39:00) Fixed Interest (00:40:50) Social Security / Pension (00:42:40) Stock Market

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.

 

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) Buy Euro’s with U.S Dollar (00:04:00) Foreign Currency Exchange (00:05:00) Tesla Stock (00:06:01) Commission Sales (00:07:20) Using Leverage (00:09:55) Seven TV Screens (00:10:43) Meeting in Bangkok (00:12:35) Art of FX Intro (00:13:40) Homeless (00:14:01) Making First Million Dollars (00:15:00) Johnnie Walker Platinum (00:16:05) VP of Onnit Labs (00:18:00) Oklahoma National Championship (00:18:35) Living in Bangkok (00:23:45) High Risk High Reward (00:22:25) Losing $1M in 10 Seconds (00:28:00) Learning Investments (00:31:07) Leveraging Accounts (00:33:50) Money Management (00:36:00) Biggest Trade Ever (00:36:12) 200 Trades Per Day (00:37:50) The Dream Client (00:39:47) Technical Analysis (00:40:34) Traders Vs. Investors (00:42:10) Sleeping an Hour a Night (00:43:30) If I die (00:44:50) Tesla Stock (00:46:00) Know when to Fold (00:47:30) Wolf of Wall Street (00:49:20) Overcoming a Loss (00:51:20) ForEx Trading 101 (00:56:35) Gambling with $10k (01:01:50) Wealthfront Auto Investment (01:04:05) Profit Shares (01:05:45) Minimize Risk (01:08:00) Becoming a Trader (01:10:15) Personal Investment % (01:11:11) Oil Industry (01:13:55) Live Trading

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.