Invest Like a Boss

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122: Lifestyle Investing, Passive Income, and The Financial Dream Jun 10, 2019

Show notes

Sam Marks are Johnny FD have been transparently sharing their investment journey on this podcast for over three years. They have personally and professionally benefited from learning the tools and techniques that drive their successful investing lifestyle, passive income, and ultimately financial dream.

During this episode, Sam and Johnny FD will share how their investments generate a passive income that affords them to live an adventurous lifestyle while growing assets. Listen as they dissect their vastly diverse asset allocation so that you can replicate a portfolio that fits your style of investing. You’ll also find out if you need to be accredited or non accredited to make the best possible investments for your future.

Links:

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

Where we are:

Sam Marks - Lithuania
Johnny FD - Eastern Ukraine

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

Discussed:

ILAB 119 – Q1 2019 Review, Sam & Johnny’s New Investments, and Updates

Time Stamps:

01:19 - Traveling to Minsk, Estonia, and Eastern Europe
12:28 - Cost of living in the USA vs. Europe/Asia
22:12 - Affording the nomad lifestyle in a passive way
27:17 - “Being retired, financially free, financially independent: It’s not, never working again but it’s only doing things that you enjoy doing and that happens to pay you money, anyway.” - Johnny FD
34:38 - Analyzing the different FIRE tiers
37:41 - “If you’re just trying to figure it out quickly you can make a lot of mistakes and lose a lot of money.” - Sam Marks
38:43 - Asset allocation pie chart discussion
44:31 - Reinventing into your investments
54:27 - “If you’re bringing in and spending everything that comes in each month you’re paycheck to paycheck. That’s not cool. Growing your wealth is cool.” - Sam Marks
58:26 - Best investments for accredited and non-accredited investors

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121: Investing in Private Real Estate Funds, with MLG Capital’s Tim Wallen May 20, 2019

Show notes

Tim Wallen is a Principal, CEO, and sits on the investment committee for MLG Capital. The company offers real estate investment services to accredited institutional or individual investors. Tim joined MLG in 1989 as the Chief Financial Officer and remains committed and involved with daily, integral functions of the investment and development segments.

During this episode, Tim will share how you can generate superior returns through the meticulous execution of real estate investment strategies. Learn how MLG aligns the funds & investors interest in fee structures including the tax advantages for the individual investor. Listen to the end for insight into making your first real estate investment.

Links:

Where we are:

Sam Marks - Tampa, Florida
Johnny FD - Kharkiv, Ukraine

Discussed:

Time Stamps:

01:01 - Traveling to Lithuania + meetup
07:21 - MLG Capital’s background and introduction
11:07 - “We’re both a private equity firm and a vertically integrated real estate operator with 30 years of history of operations” - Tim Wallen
16:31 - The process of acquiring new properties
16:54 - “Are your assumptions that you’re making believable and achievable? Can you deliver?” - Tim Wallen
21:13 - The advantages and disadvantages of being a public or private fund
28:13 - Aligning the funds & investors interest in fee structures
34:29 - Tax advantages for the individual investor
36:11 - “We’re not looking just to buy huge volume we’re looking to make money” - Tim Wallen
37:33 - Massive property investment outcome + available funds
42:43 - Investing as a non us citizen & minimum investment
48:36 - Sam’s experience with investing in MLG
50:22 - The problem with online funds
52:36 - Making your first real estate investment

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!

120: Real Estate Investing in Belize, with Will Mitchell May 07, 2019

Show notes

Will Mitchell is a Canadian real estate investor and the author of The Investor's Guide to Belize Real Estate. His years of real estate experience in both Canada and Belize has allowed him the ability to identify value in growth markets and recognize opportunities others miss .

During this episode, Will share why you may want to invest in the Belizean real estate market. Learn how to how to buy real estate in Belize and what property taxes are like. Find out why Belize is the fastest growing country in the Caribbean from a tourism perspective and how it creates a favorable environment for investors, nomads, and retirees.

Links:

Where we are:

Sam Marks - Tampa, Florida
Johnny FD - Kharkiv Ukraine
Will Mitchell - Toronto, Canada

Discussed:

Time Stamps:

01:36 - Should you travel to Belize?
07:10 - Focusing on the islands for tourism and baby boomers
08:04 - “100% of my focus from an investment standpoint is on the islands” - Will Mitchell
15:21 - The nomad and traveler scene in Belize
18:24 - The country's strong legal system and currency
20:55 - Island hopping and beach life at its best
23:07 - A day in the life of a Belize paradise
24:40 - The John McAfee story and island crime rate
32:45 - How to invest in the property market
38:08 - Beachfront condo starter costs
42:36 - “When you live in Belize you become 100x more popular” - Will Mitchell
43:22 - The AirBnB, rental market, and potential ROI
45:30 - “A standard return on the island would be around 15%” - Will Mitchell
48:26 - Tax % and breakdown
49:42 - “The lay of the land on property taxes is extremely favorable for investors” - Will Mitchell
49:57 - Monthly investor field trip & coworking in Belize
52:45 - Riding JET Powered Surfboards
55:30 - Communicating with others in different languages
01:03:23 - Invest Like a Boss Conference
01:07:53 - Should you invest in Belize?

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!

119: Q1 2019 Review, Sam & Johnny’s New Investments and Update Apr 18, 2019

Show notes

Sam Marks and Johnny FD will discuss any updates to their finances, investments, and personal portfolios.

During this episode, Sam and Johnny will share insight into last quarters earnings and losses in investments like Wealthfront, online and property realty funds, Annuity policies, and startups. Learn to manage your portfolio, balance your travel expenses, and business property investment failures. Listen to the end to hear their future travel adventures and possibly meet up with them along the way!

Links:

The 8 Best Investing Podcasts of 2019

Discussed:

Where we are:

Sam Marks - Boca Grand, Florida
Johnny FD - Lisbon, Portugal

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

Book:

Rich Dad Poor Dad - Robert T. Kiyosaki

Time Stamps:

01:56 - Traveling and moving plans
04:52 - Analyzing Johnny FD’s new net worth
05:55 - “My net worth has crossed the $700,000 mark” - Johnny FD
09:54 - Living expenses in the US vs international
18:49 - New Wealthfront, HP serving, Realty Mogul, and Marcus Bank investments
22:43 - Annuity policies, Paytient, and Explorest investment update
31:01 - Managing your realty funds and online investments
33:34 - “You can easily get into another 30 investments and annual filings become burdensome” - Sam Marks
35:39 - Angel investment deep dive and explanation
40:01 - Available cash on hand
44:43 - Phuket property business investment fails
49:08 - European travel adventure plans and running with the bulls

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!

118: Estate Planning 101 with Matthew Wiley Mar 08, 2019

Show notes

Matthew Wiley is a managing partner at Wiley Etter, LLC, who are passionate about helping you plan for the future. Matthew believes in two fundamental principles, estate, and financial planning should be simple and focused on the client’s needs. He works with a team of advisors, accountants, and other professionals to ensure that his clients’ needs come first… Always.

During this episode, you’ll be given the tools and techniques to create a financial and legal plan for your future regardless of your wealth level. Find out some of the most important documents you’ll need when preparing your estate plan. Learn the proper process so that you can successfully transfer wealth to your heirs.

Listen to the end as Johnny FD and Sam Marks reveal exactly what their wills include.

Links:

WileyLegal.com

Where we are:

Sam Marks - Tampa, Florida
Johnny FD - Sri Lanka

Time Stamps:

01:20 - Skiing in Tahoe and sunny Florida
05:52 - What is estate planning?
06:54 - “I like to think of myself as the most trusted confidant helping you reach your business, financial, and personal goals without alienating any of your family members” - Matthew Wiley
07:17 - Should you take state planning seriously?
09:19 - What documents do you need to prepare your plan?
17:13 - Financial inheritance to your heirs - The process
19:24 - “Elvis Presley’s will is available and Whitney Houston. Everyone can see their affairs” - Matthew Wiley
25:00 - Should you set up an asset protection trust?
32:36 - Learning the do’s and don’ts of AP
37:47 - Transferring wealth to your heirs
38:52 - “If you have even close to $10 million dollars you can’t possibly turn that into intergenerational wealth without a lawyer” - Matthew Wiley
42:50 - What happens when somebody actually dies? What's the process?
45:36 - Terrible experiences that tear families apart
55:50 - Johnny FD crates his own will online
1:02:32 - Sam Marks will explain in detail
1:07:33 - The truth about the funeral industry

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!

117: The Big Short? Danny Moses Now Calls The Big Long – Cannabis Feb 22, 2019

Show notes

A Wall Street insider since 1991, Danny Moses has seen his fair share of Bull and Bear Markets and has been able to observe the markets from a number of perspectives: Municipal Bond analyst, Institutional Sell-Side Broker, Trader, and Hedge Fund Manager.

The book, and later the movie, "The Big Short" chronicled a few people who saw the housing bubble forming in 2004 and figured out how to successfully navigate through the volatility in the financial markets. Danny was part of this small group who were forward-thinking and brave enough to have bet against the market and to have participated in one of the greatest trades in Wall Street history.

During this episode, Danny will talk about investing in the emerging industry of cannabis which he now calls ‘The Big Long’. Learn how and why you should invest including what companies and categories to choose. You’ll also hear entertaining insight into “The Big Short” movie and how it compares to what actually happened in real life.

Links:

Where we are:

Johnny FD - Malaysia, Kuala Lumpur
Sam Marks - South Carolina

Discussed:

Time Stamps:

04:55 - Danny’s aggressive attitude in real life vs the movie
09:16 - Closing funds and not honoring redemption requests
13:15 - Exiting the market at the right time and a fraudulent system
19:14 - After the stock market crash & an introduction into cannabis
25:35 - “Make a small investment in something. I don’t care what it is” - @dmoses34
30:18 - Companies and categories to invest in within cannabis
34:54 - How to start your investment for a long term hold
40:57 - “The biggest category to me is wellness” - @dmoses34
41:13 - “In the markets in the US where cannabis was legal alcohol sales were dropping tremendously” - @dmoses34
46:25 - Reminiscing of the time right before the crash
50:17 - The health benefits of CBD vs THC
54:58 - Should you invest in cannabis?

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!

116: Bob Sapp - MMA, Entertainment, and Financial Planning for Athletes Feb 11, 2019

Show notes

Bob “The Beast” Sapp is an international MMA megastar, professional wrestler, actor, and former NFL player, WWE professional wrestler, and world champion kickboxer. He mostly fought in Japan where he has appeared in numerous commercials, television programs, and various other media.

He remains the most- merchandised, most-adored, and most-watched fighter in the history of the sport with 54 million Japanese who watched him bully Akebono in 2003.

During this episode, Bob will share how his transition from a fighter to an entertainer has given him long term success. Expect to learn about his personal portfolio including his plans for retirement and future investments. Find out how Bob will add a key element to the MMA industry in Thailand.

Links:

The Official Bob Sapp

Where we are:

Sam Marks - Tampa, Florida
Johnny FD - Chiang Mai, Thailand
Bob Sapp - Washington State, USA

Books:

Time Stamps:

03:04 - Watching Bob Sapp as a kid
08:44 - Bob's background and introduction
11:59 - Transitioning from a fighter to an entertainer
17:43 - Traveling to nearly 200 countries & location arbitrage
23:07 - Investing philosophy to practice as athletes & entertainers
23:53 - “Do your best to no longer be using loans or credit cards” - @BobSappMMA
25:14 - Buying a house with cash in any country
28:03 - Planning for retirement and future
36:12 - The difference between a real fighter and entertainer
38:01 - “They can pay to see you get knocked out or they can pay to see you win” - @BobSappMMA
42:57 - Finding your niche and Promoting your brand
51:06 - Fight recap and match highlights
54:38 - Johnny’s key takeaway from this episode

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!

115: 2019 Financial Resolutions, Life Plans and Updates Jan 27, 2019

Show notes

Sam Marks and Johnny FD are here to talk about their 2019 financial resolutions, life plans, and investment updates. Although this may have been their worst performing quarter since they started the podcast there were many other gains.

During this episode, you’ll hear an update on Sam and Johnny’s investment accounts such including Vanguard, Wealthfront, PeerStreet, Fundrise, and Forex. Learn a few simple but effective tips for new investors and how Sam and Johnny plan to grow their own bank accounts. Find out how much money is enough to live the life you want!

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

Links:

Digital Nomad Conference: NomadSummit.com
Invest Like a Boss Summit: Live Event

Where we are:

Sam Marks & Johnny FD: Chiang Mai, Thailand

Discussed:

ILAB 105 – Cap Rates – Understanding Real Estate Yields and Valuations

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

Book:

Mastering the Market Cycle: Getting the Odds on Your Side Hardcover - Howard Marks

Time Stamps:

03:47 - The life of Chiang Mai, Thailand
08:40 - Setting new year resolutions and travel plans
14:08 - “I have this superficial goal of getting to 100 countries” - Sam Marks
17:07 - The Spanish Non-Lucrative Residence Visa
23:12 - Quarterly update on our investments
23:15 - “This has been the worst performing quarters since we started the podcast” - Johnny FD
27:46 - Vanguard vs Wealthfront
31:06 - Basic startup tips for new investors
33:07 - Cash, PeerStreet, Fundrise, Forex wins in the downmarket
39:20 - New investment update from last quarter
47:33 - Invest Like a Boss live conference and meetups
54:59 - Johnny's plan to reach a millionaire dollar net worth
56:51 - Sam explains the up and downs of startups
01:10:30 - How much money is enough to live the life you want

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!

114: Opportunity Zones – Dissecting the Opportunity in O Zones, with Eddie Lorin Jan 17, 2019

Show notes

Eddie Lorin is the founder of Founder of Alliant Strategic Preservation Funds, an integrated owner/operator of affordable and workforce housing across the U.S. They sponsor a variety of residential real estate equity funds focused on economically distressed communities.

If you're planning to realize a sizeable capital gain in the near future, the time is right to learn about opportunity funds so you can make an informed investment decision.

During this episode, Eddie will share how your investment in Opportunity Zones have the potential to pull millions of Americans out of poverty and generate both financial and social returns for investors. Find out what exactly O Zones are and ways to put yourself in a position to understand this business in order to successfully invest yourself. Listen towards the end to hear Sam Marks and Johnny FD discuss a potential downside to O Zones.

Links:

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

Where we are:

Sam Marks - Gold Coast Australia
Johnny FD - Chiang Mai, Thailand
Eddie Lorin - California

Discussed:

Join The Boss Longue

Time Stamps:

06:47 - An introduction: Three components to O Zones
07:42 - “Three states in the country actually got 80% got all the venture capital in the last 50 years” - Eddie Lorin
11:00 - What happens on the rental income after acquiring a low-income unit?
15:06 - The 100% basis rule and housing crisis explained
24:56 - “We should revitalize every single census tract” - Eddie Lorin
30:58 - How to invest into an opportunity zone funds
33:29 - “The ultimate impact investment is low-income housing” - Eddie Lorin
34:01 - Ways to be smarter than the average person
36:01 - Learning to manage your own property and lend money
41:38 - Viewing the interactive opportunity zone layout map
44:57 - Is the only downside to O Zones gentrification?
49:00 - The Fundrise Opportunity Fund breakdown

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!

113: Mortgage Servicing, How it Works, and AHP’s New $50m Fund - DeAnn Donovan Dec 14, 2018

Show notes

DeAnn Donovan is the President & CEO of AHP Servicing which uses crowdsourced funds to purchase past due loans at a discount. As an investor, benefits include earning a competitive return of up to 10%, monthly dividends, and best efforts liquidity. Additionally, funds are open to both accredited and non-accredited investors.

When you invest with AHP Servicing, you are rebuilding communities, keeping borrowers in their homes, and inspiring hope for those who need it the most.

During this episode, DeAnn shares talk about what mortgage servicing is, how it works, and how you can make a passive income while getting monthly payouts. Learn how AHP is protecting investors, borrowers, and proprietary information. Find out if this investment puts you in a strong possession regardless of an up or down market.

Links:

AHPservicing.com

Where we are:

Sam Marks & Johnny FD - Chaing Mai, Thailand
DeAnn Donovan - Chicago, Illinois

Discussed:

Time Stamps:
04:04 - Fund highlights
04:26 - “Somebody can get started and make an investment with as little as $100” - DeAnn Donovan
05:10 - The history before AHP and track record payouts
06:54 - Passive income and monthly payouts
08:10 - Core functions of mortgage servicing
09:58 - Selling discounted and nonperforming notes
13:22 - Acquiring and vetting notes
15:01 - Balancing execution and socially responsible
16:00 - Are we looking at a recession in the new few years?
18:10 - How relationships shift the business towards success
19:37 - Liquidity and protecting investors and borrowers
22:55 - Reinvesting and online investor portal
25:24 - Sam and Johnny’s investments with AHP
31:03 - First ILAB Meetup with guest speakers and listeners!!!

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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