Let us know what you think! In this episode, we sat down with Todd Sullivan, a seasoned entrepreneur and CEO of ExitWise, to explore the enthralling journey of building, scaling, and successfully selling businesses. With a track record of establishing and selling four companies, Todd sheds light on the intricacies of the M&A (Mergers and Acquisitio…

Let us know what you think! In our latest podcast episode, we had an engaging conversation with AJ Bubb, a dynamic fractional product and innovation leader. AJ's impressive background spans technology and real estate, including his former role as CTO of Lion Rocket Entertainment, where he spearheaded ambitious projects like live-streaming a 25,000-…

Let us know what you think! Welcome to another episode of Modern Investing with Sidepocket podcast, featuring Nathan Creswell, a head of product, angel investor, and syndicate lead at Swell Ventures. Nathan shares his impressive journey, beginning in product management at a startup in the Bay Area and rising through the ranks at prominent tech comp…

Let us know what you think! Diving into the realm of investing, the Modern Investing with SidePocket podcast hosts an illuminating conversation with Israel Suero, a multifaceted investor with experience in real estate, stocks, angel investments, crypto, and venture capital. This episode gives us a glimpse into Israel's journey from his early fascin…

Let us know what you think! Explore the world of modern finance with Ronald Flores, the CEO of Curious Finance, as he shares comprehensive strategies for navigating today's dynamic economy. Discover the importance of personalized financial goals over generic advice, the role of technology in investments, and the value of diversified and alternative…

Let us know what you think! In this episode of the Modern Investing with SidePocket podcast, we venture into the world of modern investing, entrepreneurship, and tech innovation with guest Guy Reams, a seasoned investor and technology executive from New Fund Venture Group. The conversation begins with Guy's unique journey from a computer science pr…

Let us know what you think! Kris Mathis's journey from a high school teenager captivated by the world of business to a renowned speaker, author, and entrepreneur is a deeply inspiring tale of resilience, courage, and transformation. Facing setbacks early in his career and a life-altering health scare, Kris embraced the philosophy that one must move…

Let us know what you think! In the latest episode of the "Modern Investing with SidePocket" podcast, we dive deep into the intricacies of investment banking, financial advisory, and the riveting world of self-directed IRAs with financial guru Mike Clark. Mike shares his unconventional journey from selling medical devices to mastering the art of rai…

Let us know what you think! In this episode, Austin McCulloh, a former financial advisor turned entrepreneur, shares his journey from navigating the complexities of financial advising to launching Reply Assist, a revolutionary tool aimed at helping financial advisors amplify their practice. McCulloh’s transition from financial advising to entrepren…

Let us know what you think! In this episode, Nick Larson, a luminary in the realms of technology, investing, and entrepreneurial spirit, offers a wealth of insight into staying financially ahead. Larson, the CRO at Unity Central and host of the Silicon Zombies podcast, shares his journey from building a company in the dynamic supply chain space to …

Let us know what you think! Step into the captivating world of cryptocurrency investing with our latest podcast featuring Maximilian Pace, the dynamic co-founder and CEO of Animus Technologies. Max unveils how Animus leverages artificial intelligence to revolutionize crypto investing, by analyzing real-time data to make informed decisions in the vo…

Let us know what you think! In this episode guest Cagri Sarigoz, Head of SEO & AI at CitizenShipper, an experienced marketing and product leader based in Turkey, who also actively invests in startups, real estate, and stock market while working full time Cagri talks about his investment strategy in the US stock market, sparked by a Turkish startup …

Let us know what you think! DC Palter, an angel investor with over 15 years of experience and more than 150 early-stage startup investments, joins the podcast to share insights from his journey. He started as an energy engineer but transitioned into business and startups during the '90s, drawn by the dynamism and impact of working in smaller compan…

Let us know what you think! Dive into our latest podcast episode featuring Matteo Costa, startup mentor, angel investor, and ETF strategist! Join us as Matteo shares insights from his journey into angel investing and startup mentoring, including his recent venture into Techstars - as well as learn how he developed his long term ETF portfolio. Disco…

Let us know what you think! In this episode, we sit down with a trailblazer in the world of finance and investments, nominated as the youngest independent female Fund Manager of the year in 2023. Currently the fund manager at Jevan Capital with over a decade of experience under her belt, she's not just breaking barriers but reshaping the landscape …

Let us know what you think! In this engaging podcast interview, Patrick McCarthy, a fractional CFO and angel investor, shares his journey from a stock trading game in middle school to becoming a value-focused investor in both public and private markets, emphasizing the importance of long-term thinking, diversified portfolios, and the potential of p…

Let us know what you think! Welcome to the Sidepocket Podcast, where we explore the world of entrepreneurship and investing with Robert Schneider, a seasoned entrepreneur. From childhood ventures like paper routes to success in today's cannabis industry, Robert shares insights into his journey. Discover Robert's approach to investing, highlighted b…

Let us know what you think! In this podcast, Aharon, an intermediate-level investor with a background in tech, discusses his journey and interests. Aharon, a Bay Area native, shares his experience studying tech, obtaining a scholarship, and eventually landing an internship at Visa, where he now works in corporate IT. He highlights Visa's focus on i…

Let us know what you think! As a result of the disconnect between her modest lifestyle growing up in Brooklyn and the flashy, indulgent Wall Street lifestyle, Cara had to come to terms with very different attitudes related to money. She began running Relationship with Money workshops to help participants gain a deeper understanding of their own fin…

Let us know what you think! In this insightful podcast interview with Clay Risher, Director of boutique investment bank True North Capital Partners, the essence lies in the importance of being a fiduciary for clients, partners, and family. Clay touches on the recent example of Kim Kardashian's hefty fine for misrepresenting her involvement with a c…

Let us know what you think! In this podcast interview with Marc Cohen, a visionary business strategist and founder of Buy Direct Development Companies, the essence revolves around Marc's profound understanding of the five core traits (integrity, accountability, diligence, perseverance, and discipline) that empower businesses to thrive in today's co…

Let us know what you think! In this podcast interview with Nate Bailey, a US Army veteran and leadership coach, he discusses his journey from military service to becoming a championship leader, highlighting the importance of intentionality, mindset, and personal growth. Nate shares insights on his real estate investing experience and his interest i…

Let us know what you think! In this podcast interview with Kamil Czubacki, CEO and President of AumBio Wellness Center, Kamil shares his journey from skepticism about alternative wellness technologies to becoming a successful entrepreneur in the field. He discusses how his father's experience with a life-changing technology in Germany inspired him …

Let us know what you think! In a recent podcast interview with Richard Corral, CEO of Retirement Systems, he shares his journey from a young entrepreneur involved in arbitrage opportunities to becoming a registered investment advisor focused on designing financial plans for retirees. Richard's key quote, "Investing is not just about numbers; it's a…

Let us know what you think! In this podcast interview with Jason Nordlund, founder of Norstar Group, Nordlund shares his journey from starting an investment fund to successfully growing capital, with a key turning point being inspired by a real estate infomercial. He emphasizes the importance of being open to various investment classes and the valu…

Let us know what you think! In a recent podcast interview with Shelley Alger, an experienced investor and advisor in the startup ecosystem, she highlighted the transformative impact of tech innovation and stock options on people's lives, tracing her journey from being an early employee at a unicorn company to becoming a founder, angel investor, and…

Let us know what you think! In this podcast interview, Raamon Newman, co-founder and CEO of New Mavericks, shares his fascinating journey from being an aspiring Olympic athlete to becoming a meditating monk and ultimately a leadership development consultant. Raamon emphasizes the importance of inner development, including stress reduction through m…

Let us know what you think! In this enlightening podcast interview with Matthew Lowe, a venture capitalist at Miroma Ventures and Director of the Lowe & Hermes Family Office, Matthew shares insights into the world of venture capital and entrepreneurship. He discusses Miroma Ventures' unique model of trading marketing services for equity and its suc…

Let us know what you think! In this podcast interview with Ben Kromnick, head of partnerships at Dealmaker and managing partner at LvlUp Ventures, Ben discusses his journey into the private equity investment space and the problems he observed regarding inequity and inefficiency in private equity markets. He emphasizes the need to help founders spen…

Let us know what you think! In this engaging podcast interview with Mac Gardner, he highlights the crucial need to bridge the gap between financial literacy and technology, emphasizing the importance of early financial education for children and teaching them the four functions of money: spending, saving, investing, and giving. Mac simplifies compl…

Let us know what you think! Get ready to level up your knowledge of venture capital with Brandon Maier, the founder and General Partner at LvlUp Ventures and the mastermind behind Quake Capital, one of the top 2% early-stage funds in the world. With over 250 investments and a whopping $2.2B under his belt, Brandon has a track record of success with…

Let us know what you think! In this podcast interview, John "Mac" McQuown discusses the serendipitous journey of creating index funds, emphasizing its impact on modern finance, his work at Wells Fargo's management sciences group, the importance of diversification in investment strategies, and emerging technologies like graphene in batteries, encaps…

Hello everyone, This week I speak with Dr. Guy Baker about his decades of experience in the financial markets, of the best performing asset class in the past 90 years, and on the biggest 3 questions you need to be asking about retirement. Dr. Guy's Links His Website Educational Videos My Usual Links Website: www.MainStFinance.org Show Email address…

Hello everyone, This week I talk with Cody Yeh about stock options and how he used them to quit his 9-5 job and invest in real estate. Cody's Links Facebook Page My Usual Links Website: www.MainStFinance.org Show Email address: Mainstfinance@gmail.com Twitter Account: @MainStMoney YouTube Channel: https://www.youtube.com/channel/UCxWzLF_ZCgeDJ6PcIo…

Hello everyone, This week I talk with Dr. Rufis Rankin, who is the Director of Research for Sidepocket. Sidepocket is an investment firm which helps people invest by creating "Pockets" of assets and allowing investors to pick and choose which pockets to invest in for ease of portfolio diversification. Things Discussed during the episode Principle C…

Hello everyone, This week I sit down and have a great conversation with Tyson Koska, the founder and CEO of OnTrajectory, which is an intuitive financial planning tool to help keep you on your path to a comfortable retirement. Tyson and i get down into the nitty gritty details of exactly what the software tool can do to help give you an idea of whe…

Hello everyone, This week I sit down and have a great conversation with Chairman Douglas Hurst with Elevation Gold. Doug has spent his entire career working within the mining industry and he joins me on the show today to tell some war stories on raising hundreds of millions of dollars as well as explaining the difference between the Junior and Majo…

This week I sit down with Barry Spencer and we talk about investing, taxes, and having a wealth advisor to help you achieve your goals in retirement. Barry's Links https://wealthwithnoregrets.com Barry's Email: barry@wealthwithnoregrets.com My Usual Links Website: www.MainStFinance.org Show Email address: Mainstfinance@gmail.com Twitter Account: @M…

This week I sit down with Jim Pakulis, CEO of Boosh Plant-Based Brands Inc. Jim joins me to talk about his background, the plant based industry, and we talk about some priorities that Jim has as CEO of a publicly traded company. Its a fantastic conversation and we had a lot of fun chatting! Jim's Links Boosh's Website: https://www.booshfood.com/ Ji…

Hello Everyone! This week, we are going to be talking about insider trading, the SEC, and one of the biggest hot button issues recently, congressional stock trading. Nancy Pelosi Response to Congressional Stock Trading Ban Investor.Gov definition of Insider Trading 3 Senators accused of dumping stocks before pandemic Congressional STOCK Act violati…

This week I sit down with Rob Frasca to talk about the basics of cryptocurrencies and NFTs. Rob is the Co-Founder and Managing partner over at Cosimo Ventures, which is a venture capital firm that specializes in investing in promising blockchain technologies and cryptocurrencies. Rob frequently speaks on cryptocurrencies and he and his team invest …

This week is a vocabulary lesson about a situation you do not want to be in with any asset, but it's a situation that MANY Americans may find themselves in. Today we are going to talk about being "Upside Down" on a car loan. My Usual Links Website: www.MainStFinance.org Show Email address: Mainstfinance@gmail.com Twitter Account: @MainStMoney YouTu…

On this week's episode, I sit down with Nick Samarripas and we talk about how to decide what bank to build a relationship with. Whether you are looking to open a checking account or get a million dollar loan, Nick and I discuss the pros and cons of working with a big bank vs working with a small bank. My Usual Links Website: www.MainStFinance.org S…

Hello Everyone! I am officially back and will be restarting regular episodes! Today on the show, we are going to talk about two popular metrics for measuring corporate returns! My Usual Links Website: www.MainStFinance.org Show Email address: Mainstfinance@gmail.com Twitter Account: @MainStMoney YouTube Channel: https://www.youtube.com/channel/UCxW…

Hello Everyone! Today on the show, I use a popular board game to explain how a central bank can increase the money supply in an economy. ANNOUNCEMENT: I'll be taking a few weeks off from making the podcast. I have a test coming up for a professional designation that I will need to spend a lot of time studying for. I'll be back by mid-November, so m…

Hello Everyone and Welcome to the Main St Finance Podcast. I am of course Alex your host and today we have sort of a public service episode with some corporate management mixed in. Today I am sitting down with Setti Coscarella Who is the CEO of TAAT Global. TAAT is a rather interesting company that makes a product that is hopefully going to take so…

This week we have the long awaited trial of the reverse Mortgage! Harlan Accola joins me today in order to defend against the loud and numerous allegations that reverse mortgages are scams and can get seniors kicked out of their homes. Links Mentioned During the Show: US Department of Housing & Urban Development (HUD) - Reverse Mortgages Are Revers…

Hello Everyone and welcome to the Main St Finance Podcast. Today I go over the basics of one of the most notorious financial products out there… The Reverse Mortgage. This week is all about giving you a background into how this product works, so that next week, We can grill a guest who is an expert on reverse mortgages. Be sure to tune in to next w…

Hello Everyone and welcome to the Main St Finance Podcast. Today I get a little morbid with where your donations are going. In this episode, I go through the steps that some people take to get rich by starting their own charity. This is a despicable practice that I intend to bring to light through this episode. It is my hope that this episode will …

This week, I talk with Connie Kadansky about sales jobs and avoiding a potential pitfall of the sales process. Connie is a Sales Call Reluctance coach who works with clients to improve their sales performance by using psychology to help them get past mental roadblocks that may get in the way of the prospecting process. Connie has been quoted in the…