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 acc...
Oct 14, 2019•1 hr 9 min
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 w...
Oct 02, 2019•1 hr 12 min
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 Fab...
Sep 13, 2019•1 hr 2 min
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 structu...
Aug 28, 2019•1 hr 2 min
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 t...
Aug 12, 2019•41 min
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 propert...
Jul 30, 2019•1 hr 24 min
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 st...
Jul 18, 2019•1 hr 13 min
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 accele...
Jul 01, 2019•52 min
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 t...
Jun 10, 2019•1 hr 4 min
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. L...
May 20, 2019•1 hr 6 min
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 cou...
May 07, 2019•1 hr 13 min
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 th...
Apr 18, 2019•56 min
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 ...
Mar 08, 2019•1 hr 18 min
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 wh...
Feb 22, 2019•1 hr 3 min
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 transit...
Feb 11, 2019•58 min
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 acc...
Jan 27, 2019•1 hr 17 min
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 investme...
Jan 17, 2019•54 min
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 epis...
Dec 14, 2018•36 min
Sam Marks and Johnny FD has officially hit FIRE, meaning that they are financially independent with an early retirement. They’ve both reached their success in such unique ways that will inspire you! During this episode, Sam and Johnny FD will share how they hit FIRE including how YOU can do the same. Find out how much money you actually need to retire and how to calculate it. Understand the 4% rule and learn to apply it to your life. Listen to the end to hear about the downside to the FIRE movem...
Dec 05, 2018•1 hr 25 min
Connor O’Brien is the CEO and President of O’Shares, a rules-based ETF designed to provide investors with the means to invest in some of the largest global companies that derive most of their revenue from the Internet and e-commerce sectors that exhibit quality and growth potential. Mr. O’Brien has extensive global investment experience encompassing over 25 years of involvement in the Canadian, U.S. and international markets. During this episode, Mr. O’Brein will share a series of ETFs designed ...
Nov 27, 2018•1 hr
John Thomas is one of the founding fathers of the modern hedge fund industry. He broadens the public understanding of the techniques and strategies employed by the most successful hedge funds so that they may more profitably manage their own money. In his free time, John climbs mountains, does long distance backpacking, practices karate, performs aerobatics in antique aircraft, collects vintage wines, reads the Japanese classics, and engages in a wide variety of public service and philanthropic ...
Nov 16, 2018•43 min
DANIEL PERIS, Ph.D., CFA, is Senior Vice President and Senior Portfolio Manager at Federated Investors, Inc., in Pittsburgh where he oversees $20 billion dollars in equity portfolios the firm's dividend-oriented funds. Before transitioning into asset management, Peris was a historian focuses on modern Russian history. He is the author of two prior books in investing, The Strategic Dividend Investor, and The Dividend Imperative, and the new book Back to Business. During this episode, Daniel will ...
Nov 11, 2018•1 hr 13 min
Explore the future of money with Sam Marks and Brian Whorley, found of Paytient, an innovative startup that is improving access to affordable healthcare. The Money2020 Conference is where leaders, innovators, and disruptors unite to drive change and revolutionize the future of money. It’s a 4-day experience that facilitates the right conversations and insightful learnings, leaving you inspired and equipped to reach your goals. Although tickets could have been up to $5,000 you’ll gain insights fr...
Oct 31, 2018•1 hr 15 min
Sam Marks & Johnny FD are back for another quarterly update on their finances, investments, and personal portfolio. During the episode, co-hosts Sam & Johnny talk about the downturn of this quarter in the stock market and the implications it brings. They gave comments on each investment they ventured in that has been significantly affected by this fall. Also, they share their new investments for this quarter and their plans for the upcoming one. Where we are: Sam - South Carolina Johnny ...
Oct 22, 2018•1 hr 7 min
Kevin She is the owner of SC Storage, Hong Kong's leading low-cost self-storage provider with over 60 convenient locations in Hong Kong and Macau, and more than 18,000 self-storage units. He started his self-storage business 18 years ago and has consistently grown in locations and customers. When it comes to self-storage, he is the king! On this episode, Kevin reveals the step-by-step process of setting up a self-storage facility - from choosing the location to promoting the business. He explain...
Oct 12, 2018•1 hr 11 min
Omar Khan is a real estate investor with over 10 years of global investment experience. He is one of the people behind Boardwalk Wealth, a private equity firm in Dallas, Texas which connects International investors with US-based multifamily real estate opportunities. He is responsible for capital raising, strategic planning, and investor relations. His vast knowledge in the real estate makes him the perfect person to discuss the fundamentals of cap rates. On this episode, Omar provides a better ...
Oct 03, 2018•1 hr 22 min
Frank Valencia, Sr. Managing Partner, and Victor Sanchez, Operations Manager, are part of Bongo PM Team. Their company, Bongo PM, focuses on AirBnB Property Management for vacation and short-term rentals. Their mission is to find the best real estate services for people looking for a home to rent or a vacation property to stay. This is a special episode where the guests answer the listeners’ questions from The Boss Lounge about short-term rentals. If you are a property owner or a traveler lookin...
Sep 27, 2018•1 hr 1 min
David Hauser is an entrepreneur and a speaker based in Las Vegas. He is the founder of Grasshopper, Chargify, and Angel Investor. Grasshopper is a virtual phone system company which was sold to Citrix for almost $175M. His passion in the business industry has led him to build more startups. This successful exit has led him to realize what he really cares about – and that is to inspire others. On this episode, David shares his journey after selling the company that he built and managed for over 1...
Sep 17, 2018•1 hr 3 min
Ted Rossman is an Industry Analyst at CreditCards.com and writes the "Wealth and Wants" column. He has seven years of experience in the credit card and personal finance industries as a member of the award-winning communications department at CreditCards.com and its sister sites, The Points Guy and Bankrate. During the episode, Ted gives away the tricks and tips in choosing the perfect credit card that will suit your lifestyle. Since credit cards are used by most of the people, understanding its ...
Aug 28, 2018•1 hr 17 min
Marshall Taplits is the co-founder and chief strategy officer at NYNJA, a company building global operating system for the future of work. NYNJA Group is creating the first international mobile communications app with an on-demand marketplace and its own cryptocurrency ecosystem. Marshall began his career in software quality assurance 18 years ago and has acquired vast knowledge and expertise on online trends and developments including the popular Initial Coin Offering (ICO). On this episode, Ma...
Aug 14, 2018•1 hr 24 min
