Invest Like a Boss

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132: Buying a Business vs. Starting a New One, with Ace Chapman Nov 12, 2019

Show notes

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:

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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131: Equity Crowdfunding in 2020, with StartEngine CEO Howard Marks Oct 28, 2019

Show notes

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:

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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130: Family Offices – Lifestyle Strategies of the Super Rich with Richard Wilson Oct 14, 2019

Show notes

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:

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?

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!

129: Q4 Investment Updates & Portfolio Review - Sam & Johnny Oct 02, 2019

Show notes

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!

128: 5G Has Arrived – How to Invest, And What To Expect with Matthew Cochrane Sep 13, 2019

Show notes

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:

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!

127: SaaS Businesses – Valuing, Investing, and Exiting with Dustin Struckman Aug 28, 2019

Show notes

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:

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!

126: Happy Money, Improving Your Relationship With Money - Ken Honda Aug 12, 2019

Show notes

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:

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

125: Vetting Real Estate Deals Terms, with Omar Khan Jul 30, 2019

Show notes

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:

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!

124: Q3 2019 Updates: Sam & Johnny FD Review Investments, Lifestyle, and Quarterly Plans Jul 18, 2019

Show notes

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:

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!
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123: Inside an Accelerator, with Startup Wise Guys’ Jone Vaituleviciute Jul 01, 2019

Show notes

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:

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!

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