Invest Like a Boss

Latest Episodes:

12: Real Estate Investing with Fundrise CEO Ben Miller Jul 15, 2016

Show notes

Ben Miller is the Co-founder and CEO of one of the hottest new investment products available today – Fundrise. Their platform gives unaccredited investors the opportunity to invest directly in big property deals with as little as $1,000. By being a low cost model and required to pay out 90% of income, their eREIT provides high yielding returns to investors on a quarterly basis.

Ben comes on the show to discuss his 17 years of real estate and tech experience and how the combination of that skills has lead to the creation of Fundrise. This episode goes into extensive detail around all forms of real estate investing and will appeal to anyone who is interested on the broader category.

**disclosure, Sam is currently invested in their Growth eREIT

Relevant links for guest:

Ben’s Twitter – http://twitter.com/BenMillerise

Where are we:

Ben Miller: Washington DC.
Sam: Singapore

Discussed (relevant links):

Vanguard REIT – Senior Property Housing Trust
MAPLE TREE INDUSTRIAL Trust
iShares REIT
JOBS ACT

Time Stamp – Topic:

05:45 – What Fundrise is
06:30 – What is a eREIT?
07:50 – Difference in income REIT and growth REIT
09:00 – Ben’s 17 years of experience in Real Estate
12:30 – Getting great mortgage rates
13:10 – Surviving downturns in property and stock markets
14:30 – The appeal of REITs as a cash flow investment
15:15 – Fundrise vs a public REIT
17:00 – How many properties will the REITs invest in
19:30 – Investment windows for Fundrise
22:30 – FAT built into public REITs
23:00 – Finding high yielding REITs
23:45 – Find properties to add to the eREITs
26:00 – Fundrise vs. big institutions
26:00 – Managing property operators
26:30 – What markets do you find hot?
27:30 – Why being small gives you an advantage
30:00 – REITs paying out 90% of income
32:30 – Investing for non accredited investors
32:45 – The JOBS Act relevance to Fundrise
35:45 – Minimum investments and average investor
38:00 – Can non US citizens invest through Fundrise
40:00 – When do REITs cap out?
42:30 – Appreciate / depreciation potential
44:15 – Valuing the REITs each quarter by a 3rd party
48:20 – What is an ideal length of time to invest in a REIT?
50:30 – Listener questions
53:30 – Owning Fundrise vs. buying an investment property
57:45 – What happens if Fundrise gets nuked
58:05 – Find out more about Fundrise

Invest in Fundrise with as little as $1,000 with this invest

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11: Advice for 17-24 Year Olds on Money, College, Credit and Finances Jul 12, 2016

Show notes

In this episode we provide key solutions from leveraging debt and how to use credit, owning stock, real estate, the purpose of college, the benefit of traveling and most importantly why you should start your very own business. We also discuss the importance of experience and how using an internship and mentor can allow you to learn and network properly to more effectively invest and launch a successful business for yourself today.

Relevant links for guest:

Boss Lounge
Contact Us

Where are we:

Johnny FD – Berlin Germany
Sam -Singapore

Recommended (books, subscriptions):

Brian Jimmerman For Ex Trading – ILAB 03
Kevin shee REITS – ILAB 07
Robert Kiyosaki – Rich Dad Poor Dad & Cashflow Quadrant
MJ DeMarco – Millionaire Fast Lane
George S. Clason – Richest Man in Babylon
Tony Robbins – Master Money the Game

Discussed (relevant links):

$25 Amazon Gift Card Contest

Time Stamp – Topic:

01:00 – Learning financial mistakes from our parents
05:55 – Opening a bank secure credit card at 17
10:30 – Leveraging debt and credit usage
15:18 – Introduction to money and income
17:45 – Tips on investing in real estate
21:50 – Learning expense reports and P&L management
26:00 – Tony Robbins Master the Game review
29:10 – Biggest first investment mistakes
31:50 – Owning Disney stock
36:00 – How we would reinvest $10k at 17 years old
38:00 – Investing in yourself is the greatest investment
43:00 – The value of college internships & mentors
53:00 – Getting arrested 4 times in college
57:50 – Why should you start your business today
1:03:00 – Traveling the world with a purpose
1:06:00 – Earn an income while living your passion

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10: Empire Flipper’s CEO: Investing in profitable, cash flow websites Jul 08, 2016

Show notes

Joe Magnotti is the founder and CEO of Empire Flippers. Since they launching a few years ago they have successfully sold several thousand websites over their p-2-p market place. Empire Flippers only sells profitable, cash flowing websites that are typically in the range of $5,000 to $1,000,0000. Joe discusses with us how they set valuations in the marketplace, trending niche categories such as Amazon FBA, and why 40% of the marketplace buyers are repeat customers.

We also take a deep dive into 3 sites currently listed including specifics on revenue, maintenance, and future growth prospects. This episode gives us a unique look into modern investing and is particularly appealing for anyone who is interested in internet commerce.

Relevant links for guest:

Empire Flippers

Website – https://empireflippers.com/
Twitter – https://twitter.com/EmpireFlippers
Facebook: https://www.facebook.com/EmpireFlippers/

Joe Magnotti

Facebook: https://www.facebook.com/magnotti
Linkedin: https://www.linkedin.com/in/josephmagnotti

Where are we:

Sam – Singapore
Joe – Manila, Philippines

What we are drinking:

Sam – water (nursing hangover from night before)
Joe – San Miguel Light

Recommended (books, subscriptions):

Empire flippers Podcast
MONEY Master the Game

Discussed (relevant links):

AdSense site, Finance niche (investing) been around almost 8 years, making $1,230 a month net – $44,288
Amazon Associates site, sport niche (golf), been around 2 and ½ years making almost $3,200 a month net –$79,790
Service based site delivering a small gift, been around 5 and ½ years making almost $8,200 a month – $237,196
Jon Haver’s site
Website buyer type profiles (which one are you?)
Empire Flippers Valuation Tool
Accredited investor definition
Webfolio Management – Invest in internet business fund
ILAB 02 – Dropshipping
TLAB 115 – Selling my store for $60k
Boss Lounge – Facebook

Show notes:

04:00 – Difference between Dropshipping and Amazon FBA
11:00 – How to find a buyer through a website broker
12:45 – Can you auto pilot your online business
13:30 – Selling my dropshipping business for $60k
24:11 – Intro starts
24:45 – What is Empire Flippers
26:30 – Number of sites sold through Empire Flippers
27:50 – Price range of sites on market place
28:45 – Determining profitability of website cash flows
29:45 – Vetting process
31:00 – Determining multiple and valuation
34:40 – Trending sites right now
36:45 – SaaS valuations
38:20 – Redundancies of sites revenues
41:15 – Seeing thousands of profitable websites
42:00 – Types of buyers in marketplace
44:30 – Getting into Amazon FBA
48:50 – Buying first building a business
49:20 – Determining profitability of the website
50:30 – Repeat buyers
51:50 – Reviewing 3 sites currently for sale
53:00 – Buyer due diligence
54:45 – Setting up process to support the business
54:45 – Starting their internet investment fund
56:30 – Vetting accredited investors
57:00 – Future expansion of the fund
59:30 – The future of Internet commerce

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09: Sam and Johnny's Investment Updates July 2016 Jul 05, 2016

Show notes

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

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08: Peer to Peer Lending Strategies & Structuring Atypical Investments Jun 27, 2016

Show notes

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!

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07: Building Hong Kong's Biggest Self Storage Business Jun 22, 2016

Show notes

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

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06: Invest in Yourself to Startup an Award Winning Brewery Jun 21, 2016

Show notes

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

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05: Turn $50k into $3 Million with SEP-IRAs Jun 13, 2016

Show notes

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

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04: Stan's Brutally Honest Factual Expertise About Annuities Jun 13, 2016

Show notes

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

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03: Foreign Exchange Trading with Brian from Art of FX Jun 13, 2016

Show notes

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

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