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We Have The Receipts

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Battle Camp S1: Reality Rivalries with Dana Moon & QT 1:00:36

14 days ago1:00:36

1:00:36

Do you have fond childhood memories of summer camp? For a chance at $250,000, campers must compete in a series of summer camp-themed challenges to prove that they are unbeatable, unhateable, and unbreakable. Host Chris Burns is joined by the multi-talented comedian Dana Moon to recap the first five episodes of season one of Battle Camp . Plus, Quori-Tyler (aka QT) joins the podcast to dish on the camp gossip, team dynamics, and the Watson to her Sherlock Holmes. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…

Modern Investing Podcast

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Content provided by Sidepocket Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sidepocket Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to the Modern Investing Podcast, sponsored by Sidepocket (www.sidepocket.com), where we find some of the brightest minds in investing, entrepreneurship, real estate, tech, and more and ask them, "how do you stay financially ahead of the curve in the dynamic world we live in?"

… continue reading

56 episodes

#Trading #Business #Sidepocket Financial #Investing #Stock #Finance #Wealth #Entrepreneurship #Impact Investing #Angel Investing #Venture Capital #Investment Banking #Funding #Alternative Investments

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Modern Investing Podcast

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Content provided by Sidepocket Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sidepocket Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to the Modern Investing Podcast, sponsored by Sidepocket (www.sidepocket.com), where we find some of the brightest minds in investing, entrepreneurship, real estate, tech, and more and ask them, "how do you stay financially ahead of the curve in the dynamic world we live in?"

… continue reading

56 episodes

#Trading #Business #Sidepocket Financial #Investing #Stock #Finance #Wealth #Entrepreneurship #Impact Investing #Angel Investing #Venture Capital #Investment Banking #Funding #Alternative Investments

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Modern Investing with Sidepocket Podcast: Merging Diverse Experiences for Investment Success with Tejal Shah 35:28

4 days ago35:28

35:28

Message the Host In this episode of the Modern Investing with Side Pocket Podcast, we sit down with Tejal Shah, the VP of Investment Banking at US Capital. Tejal's unique trajectory, from mechanical engineering to wealth management, and eventually to becoming a founder and investment banker, showcases her diverse experiences and insights into the world of capital allocation. Throughout her career, Tejal has learned the importance of exploring a wide range of funding strategies, emphasizing the potential of non-dilutive capital, including options like grants, debt, and credit. She points out that having experienced various roles gives her a comprehensive perspective on making sound investment decisions and helping companies scale effectively. Tejal highlights the significance of relationship-building as a consistent thread throughout her career, stressing its role in successful collaborations and business opportunities. Her journey through different industries has been fueled by an intense curiosity that guides her professional decisions. Tejal shares that being a founder has significantly shaped her approach to capital allocation and investing. Understanding the true cost of capital and exploring alternative funding methods has taught her the critical balance of preserving company ownership and achieving successful exits. She emphasizes the importance of painting a realistic yet expansive vision when evaluating investment opportunities, distinguishing between a mere feature and a scalable company. The conversation further delves into the psychology behind investment decisions, addressing how automation and tools like Sidpocket’s asset allocation platform can aid in managing risk while curbing emotional biases. Tejal attributes financial success not just to market knowledge, but also to having a clear understanding of personal goals and risk tolerance. By aligning asset allocations with individual goals and maintaining a level-headed approach to market fluctuations, Tejal believes investors can make better decisions. She closes with a reminder that investing in personal growth and relationships is just as critical, if not more so, than the pursuit of financial gains, thus ensuring a well-rounded approach to wealth building. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket Podcast: JB Butler on Wealth with Purpose, Empathy-Driven Growth, and Investing in What Truly Matters 46:59

11 days ago46:59

46:59

Message the Host In this episode we sit down with JB Butler, founder and head of growth strategy at Just Be Unlimited and Consumer 51. JB dives into his core philosophy of empathy-driven growth strategies—an approach that doesn't just boost bottom lines, but also redefines how businesses impact their industries. He underscores the value of recognizing humanity at the heart of entrepreneurship and investment, sharing how this mindset can lead to powerful transformations and meaningful community outcomes. One of the standout moments in the conversation is a case study JB shares on reimagining police recruitment. By applying principles of empathy and community mirroring, the initiative saw a notable rise in both diversity and recruitment success. It’s a compelling example of how blending human-centered thinking with strategic innovation can address complex societal challenges and yield measurable results. The episode also explores JB’s personal investment strategies. He talks candidly about the need to diversify, remain flexible, and respond to market disruptions—like those brought on by COVID-19. From balancing portfolios to embracing emerging technologies like blockchain, JB paints a picture of a future where adaptability and innovation are key. He closes with a powerful reminder: that investing in yourself and your family is just as critical as financial gains—and that passion is often the most underrated driver of long-term success. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket Podcast: Christian Khoury on AI-Driven Compliance and Mindshare Investing 49:34

16 days ago49:34

49:34

Message the Host In this episode, we sit down with Christian Khoury, founder and CEO of Easy Audit , to talk innovation at the intersection of finance, compliance, and security. With experience from top-tier firms like Deloitte, Christian shares the personal journey that led him to create the world’s first AI-powered compliance platform—and why it's poised to revolutionize how investors and companies manage risk and efficiency in a fast-moving market. Christian also opens up about the power of storytelling, not just in business pitches, but in personal growth. He breaks down timeless narrative frameworks like the Hero’s Journey, and how they can help entrepreneurs connect more deeply with investors, customers, and even themselves. From childhood entrepreneurial lessons to practical takeaways, his stories offer a compelling blend of insight and inspiration for anyone building something from the ground up. We round out the conversation with a deep dive into emotional intelligence and its underrated role in smart investing. Christian draws a clever parallel between markets and poker, showing how mastering your mindset—especially under pressure—can lead to stronger, more strategic decisions. Whether you're navigating startup life, investment choices, or just trying to level up, this episode is packed with ideas to help you think smarter and lead better. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket Podcast: Exploring ESG Investing and Tax Strategies with Ariadne Prieto 40:48

16 days ago40:48

40:48

Message the Host In a recent episode we had the pleasure of speaking with Ariadne Prieto, an influential voice in the ESG space and the head of strategy and business development at Green Day Finance. Through her globally renowned blog, Flick Talks, Ariadne has consistently shed light on sustainable finance, offering fresh perspectives from leading experts. During our conversation, Ariadne highlighted the potential of ESG as a risk management tool, emphasizing the transformative role of commercial solar tax strategies for investors looking to align profitability with purpose. Ariadne shared her journey into ESG investing, starting from her early days in mergers and acquisitions to her current leadership role at Green Day Finance. She illustrated how her career path, marked by unexpected turns and valuable networking opportunities, led her to embrace sustainability in finance. Her passion for the industry is palpable, especially when discussing the fast-paced developments in climate tech and sustainable architecture. These sectors, she believes, hold great promise, driven by the urgent need to address climate change and backed by technological advancements. As our discussion ventured further, Prieto addressed some common misconceptions about ESG investing, particularly the belief that such investments compromise returns. Highlighting successful real-world applications and innovative financial strategies employed by high-net-worth individuals, she drew attention to the rising interest in diversified tax strategies as a means of risk management. Her insights underscore the critical role of education and open-mindedness in leveraging ESG's growth opportunities, advocating for proactive participation in an increasingly sustainable financial landscape. For those interested in delving deeper into ESG, Ariadne invites engagement through her LinkedIn and her insightful blog, Flick Talks. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Gavin Nathan on how Tokenization's is Transforming Finance and Investment Strategies 52:23

8 weeks ago52:23

52:23

Message the Host In this episode , we sit down with industry expert Gavin Nathan to break down one of the biggest shifts in finance today: tokenization . As technology continues to reshape the investment landscape, understanding what tokenization means—and how it impacts investors—is more important than ever. Gavin, a seasoned pro in the digital economy, walks us through how this game-changing concept works. At its core, tokenization converts assets into digital tokens on a blockchain, making traditionally large or illiquid investments more accessible. Instead of being locked into exclusive financial markets, investors can now own fractional shares of high-value assets, opening the door to more people than ever before. But as with any innovation, there are risks and challenges to consider. Throughout the conversation, Gavin unpacks how tokenization enhances liquidity and transparency, while also emphasizing the importance of staying ahead of the curve. Markets are evolving fast, and adaptability is key. Whether you're a seasoned investor or just starting out, his insights provide a roadmap for navigating this new era of investing. If you're curious about where finance and technology intersect, this episode is a must-listen. Gavin’s advice is clear: continuous learning and an open mind are essential for success in this rapidly changing space. Tune in to hear how tokenization could redefine investing—and what it means for the future of asset ownership. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket Podcast: How Technology is Shaping the Future of Finance with Mohit Avadhanula 26:38

9 weeks ago26:38

26:38

Message the Host In this episode, we had the pleasure of chatting with Mohit Avadhanula, a bright young talent at the intersection of finance and technology. As a student, programmer, and former intern at Sidepocket, Mohit shared his journey, starting with opening a brokerage account during college and leading up to the creation of an innovative automated trading bot. His story highlights the power of combining financial knowledge with programming skills, allowing him to build a system that automates options strategies based on technical indicators like moving averages and the Relative Strength Index (RSI). Mohit’s journey serves as a powerful reminder of how curiosity and a passion for technology can unlock exciting new opportunities in personal investing. During his time at Sidepocket, Mohit gained a broader understanding of tactical asset allocation, a strategy that helps manage investments with a sophisticated approach. This method reduces drawdowns by reallocating assets based on market conditions, providing investors with both stability and peace of mind. For Mohit, it was a shift from his previous focus on traditional buy-and-hold investing. Through tactical asset allocation, he learned the importance of limiting losses and became more skilled in managing his investments. His experience at SidePocket fueled his interest in automation, eventually leading him to develop his trading bot, which operates based on pre-set rules to eliminate the emotional decision-making that often hinders many investors. For those who are hesitant about market volatility, platforms like Sidepocket can offer much-needed reassurance. With automated solutions, the stress of investing can be minimized. Whether you're just starting to explore ETFs, options trading, or are looking to refine your financial strategies, learning about these advanced tools can be incredibly valuable. As Mohit continues to expand his expertise and looks ahead to future projects in fintech, his journey serves as an inspiring example of how technology and strategy can transform the world of personal finance. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Dhruv Vig on Leveraging Pure-Play ETFs for Focused Exposure 45:07

9 weeks ago45:07

45:07

Message the Host Navigating today’s investment landscape can be overwhelming, especially when it comes to Exchange-Traded Funds (ETFs). In our latest conversation, Dhruv Vig, CEO of Langar Holdings , sheds light on a major challenge in the ETF market—misclassification. Dhruv's journey from health tech and venture capital into finance revealed a common issue: many investors unknowingly hold ETFs that don’t align with their intended sectors. This misalignment can quietly undermine financial goals. Driven by a mission to fix this, Dhruv and his team are pioneering new ETF structures that offer clearer, more accurate sector targeting—empowering investors to make informed decisions that truly match their strategies. Dhruv also emphasizes the rising importance of active management in ETFs. While passive strategies are popular for broad market exposure, they often fall short for those seeking targeted, thematic investments. With technology and artificial intelligence rapidly reshaping financial markets, active management offers a more flexible approach—one that adjusts to market shifts in real time and continuously optimizes holdings for risk and return. As investors increasingly demand solutions that align with both their values and growth goals, this agile strategy is proving to be a valuable tool for navigating an unpredictable market. Looking ahead, Dhruv sees ETFs evolving alongside advancements in technology and investment strategies. Health tech is one sector where Langar Holdings is making strides, leveraging AI and data analytics to drive innovation. This forward-thinking approach reflects a larger industry trend—one where transparency, precision, and smarter financial products are becoming essential. Dhruv's insights offer a compelling roadmap for investors looking to move beyond the basics, demonstrating how innovative ETF strategies can unlock new growth opportunities while ensuring investments stay aligned with their financial goals. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Bethany Jeanfreau on Building Wealth as an Expat Entrepreneur 44:06

9 weeks ago44:06

44:06

Message the Host In this episode, we sit down with Bethany Jeanfreau, a fractional Chief Marketing Officer and founder of Red Rhino Exec, to uncover her inspiring journey in investing and entrepreneurship. Bethany’s path is anything but conventional—her experiences living across continents, from China to Portugal, have shaped her unique perspective on business and personal freedom. Rather than following traditional asset allocation strategies, Bethany takes a hands-on approach to investing, focusing on businesses where she has direct influence. This strategy, paired with her strategic mindset, has allowed her to build a life that aligns with her values and grants her remarkable independence. Bethany’s story is one of resilience, adaptability, and bold decision-making. With a background that spans management consultancy and her family’s manufacturing business, she brings a wealth of experience to her investment strategies. By actively investing in companies where she’s involved, Bethany demonstrates her belief in taking calculated risks to achieve meaningful impact. Her advice for aspiring investors and digital nomads is both practical and empowering: focus on what you know, embrace creative thinking, and manage risks with intention. Beyond her entrepreneurial pursuits, Bethany is dedicated to helping others grow. Her involvement in initiatives like the Girl Scouts’ leadership program reflects her passion for mentorship and community impact. For those seeking inspiration to pursue unconventional investment paths or build a life of financial freedom, Bethany’s journey offers a powerful blueprint filled with courage, strategy, and insight. Tune in to hear her invaluable lessons and her thoughts on how AI and emerging technologies are reshaping the future of investing. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Mastering Inner Clarity for Enhanced Financial Success with Jason Connell 56:54

9 weeks ago56:54

56:54

Message the Host In this episode of Modern Investing with Sidepocket , listeners were in for a thought-provoking discussion with Jason Connell —a former CEO turned psychotherapist whose journey is anything but ordinary. Connell’s career has been a masterclass in transformation. He started out as a magician , built a market-leading consultancy , and ultimately walked away from financial success to pursue something even more profound— mastering the inner world . Today, he works as a counselor for high-net-worth individuals, helping them align their careers with their true purpose. His message is clear: real wealth isn’t just about money—it starts with the mind . Throughout the episode, Connell shares the challenges and revelations he encountered while navigating his diverse career. From commanding attention on stage as a magician and speaker to humbling himself as a student of psychotherapy, each chapter of his life taught him valuable lessons in personal growth, resilience, and reinvention . He also explores the differences in how men and women approach mental health , emphasizing the need for tailored psychological strategies to help individuals break free from the mental blocks that hold them back—both professionally and personally. By combining academic expertise in somatic and relational psychology with real-world experience, Connell has developed an approach that helps high achievers unlock their full potential . At the core of Connell’s philosophy is a powerful idea: psychological clarity leads to better financial and life decisions . He argues that true success isn’t just about external wins—it’s about achieving internal mastery , which paves the way for purpose-driven careers, healthier relationships, and greater overall fulfillment . His approach to counseling proves that when we address our psychological barriers , we don’t just enhance our well-being—we unlock the freedom to thrive in all areas of life . This episode is a must-listen for anyone looking to build a life of both financial success and deep personal fulfillment . Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: The Rise of the Space Economy with Wanjiku Chebet Kanjumba 50:59

10 weeks ago50:59

50:59

Message the Host What if investing in space today is like investing in the internet back in the ’90s? That’s the perspective Wanjiku Chebet Kanjumba brings to the table in this thought-provoking episode of Modern Investing with Sidepocket. As a scientist astronaut candidate program graduate and the visionary behind Omega Spaceport—the world’s first commercially operating equatorial spaceport—Wanjiku is on a mission to make space more accessible and affordable for businesses and nations worldwide. She sees the commercial space industry as a rapidly expanding frontier, brimming with opportunities that were once thought impossible. During our conversation, Wanjiku breaks down the industries driving this growth, from satellite deployment and space tourism to in-space manufacturing. She explains how technological advancements and falling launch costs are opening new doors, allowing biotech, AI, and aerospace to intersect in ways never seen before. Public-private partnerships and international collaboration are also playing a crucial role in shaping this new era, proving that investing in space isn’t just about financial returns—it’s about being part of humanity’s next great leap. She highlights how companies like Amazon and Microsoft are entering the space sector, alongside the emergence of space-focused ETFs, making space investment more accessible to a broader audience. As the conversation draws to a close, Wanjiku shares her long-term vision: a future where space infrastructure is as vital to our daily lives as the internet and electricity. She sees this as a once-in-a-lifetime opportunity for early investors to help shape the next great technological revolution. More than just an investment, space represents a chance to leave behind a legacy of knowledge, accessibility, and innovation—ensuring that the final frontier remains a force for progress and opportunity. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Navigating Financial Markets with Tech and Creative Thinking by Jorge Nader 33:20

11 weeks ago33:20

33:20

Message the Host In this episode of Modern Investing with Sidepocket , we sit down with Jorge Nader—a software engineer, entrepreneur, and investor with a story that’s as inspiring as it is unconventional. As an immigrant from Mexico, Jorge carved his own path to financial success through sheer perseverance and a relentless drive for innovation. From a young age, he was drawn to technology, crafting makeshift devices out of everyday materials. That curiosity led him to Oregon State University, where he made groundbreaking contributions to flexible electronics and AI. But for Jorge, technology wasn’t just a career—it became the foundation of his unique approach to investing. Faced with the rising costs of education, Jorge turned to investing as a way to take control of his financial future. Leveraging his deep understanding of algorithms, he built sophisticated trading bots and sentiment analysis systems that gave him an edge in the market. His journey wasn’t without setbacks, and he openly shares the lessons learned from early missteps—lessons that ultimately shaped his refined, data-driven investment strategies. Jorge’s story is proof that blending technical expertise with market intuition can open doors to financial freedom, offering a glimpse into the future of investing where AI and automation play a pivotal role. Today, Jorge leads Cognito Labs, LLC, a platform dedicated to driving innovation by supporting scientists and engineers in developing groundbreaking technologies. From medical devices to robotics and advanced diagnostics, his work is shaping industries and expanding access to transformative tech. But beyond his entrepreneurial ventures, Jorge is passionate about helping others navigate the modern investing landscape. He emphasizes the power of creative thinking, adaptability, and leveraging AI to stay ahead in an ever-changing market. Whether you’re an aspiring entrepreneur or a seasoned investor, Jorge’s journey is a testament to the limitless potential of combining technology with strategic vision. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Navigating Financial Turbulence and Embracing Alternative Investments with John De Goey 36:58

11 weeks ago36:58

36:58

Message the Host Join us for an insightful conversation with John De Goey, portfolio manager at Design Wealth Management, as we explore the evolving landscape of investment strategies. John dives into the appeal of alternative investments, discussing how they can provide stability in a market where traditional assets often seem overpriced. Drawing from his own journey—transitioning to discretionary portfolio management after the 2008 financial crisis—he explains why giving advisors the flexibility to make objective, data-driven decisions is crucial. A strong advocate for client-focused, evidence-based investing, John explores these principles in his three books on advisor-client relationships, including his latest, Bullshift , which warns against the dangers of Optimism Bias and the tendency toward overconfidence in financial markets. John emphasizes the importance of diversification, shedding light on alternative investments like private equity real estate and music streaming royalties. While these options can offer attractive returns, he also highlights the liquidity risks involved and the need to align investments with long-term financial goals. His strategic approach focuses on building cost-effective, diversified portfolios that can weather market downturns, ensuring that clients remain on a steady path toward financial success. By removing emotional biases from the equation, discretionary portfolio management allows for timely, informed decision-making—an approach John believes is key to achieving sustainable growth. In today’s rapidly changing market, John provides a grounded perspective on popular trends, drawing parallels between the current AI investment hype and past market bubbles. He warns against chasing overvalued assets and instead advocates for a disciplined, value-driven strategy. As the conversation concludes, he reflects on his broader vision: promoting rational, sustainability-conscious investment decisions that balance risk, cost, and long-term financial objectives. Whether you’re a seasoned investor or just getting started, this episode is packed with valuable insights to help you navigate the complexities of modern investing. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Dr. Aaron Cook's Journey from Surgery to Savvy Investing 42:59

13 weeks ago42:59

42:59

Message the Host In this episode of the Modern Investing with Sidepocket, Dr. Aaron Cook, an orthopedic surgeon turned investor, shares his remarkable transition from medicine to finance. Early on, Dr. Cook's fascination with numbers and economics led him to invest in real estate and stocks, setting the stage for a diverse and well-rounded portfolio. Leveraging his analytical skills, he strategically navigated the financial landscape through self-education and by understanding economic principles. His journey underscores the importance of being curious and taking strategic actions to ensure financial growth and stability. A significant highlight of Dr. Cook’s investment philosophy is his emphasis on understanding risk tolerance. He elaborates on the necessity of recognizing one's financial comfort zone to make informed decisions, sharing personal anecdotes about his approach to saving and investing. Dr. Cook believes in living below one's means as a foundation for savings and investments, advocating for strategic planning in handling market volatility. By constantly reassessing risk and making calculated choices, he maintains a resilient portfolio that adapts to fluctuations while focusing on long-term gains. Beyond finance, Dr. Cook dedicates his efforts to philanthropic ventures, investing in education and local charitable organizations. His involvement in angel investing reflects his commitment to supporting emerging entrepreneurs, viewing it as a means to mentor and foster innovation. Dr. Cook’s philosophy extends to the broader community, where his investments are not only financial but also geared toward societal growth. As he shares his journey, Dr. Cook encourages listeners to remain curious, continuously educate themselves, and leverage investing as a tool for both personal advancement and making a positive societal impact. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Ken Hubbard on Revolutionary MCA Investing Strategies 40:12

26 weeks ago40:12

40:12

Message the Host In a recent conversation with Ken Hubbard, partner at the Salvare Fund, Ken shared his journey from a passionate entrepreneur to an empowering force in the investment world. With a focus on merchant cash advances (MCAs), Ken has been dedicated to providing entrepreneurs with enhanced access to capital. His unique approach has not only improved the success rates of angel fundraising but has also revolutionized how MCAs function, delivering more reliable and consistent returns to investors. Ken’s story is one of entrepreneurial resilience and innovative thinking, providing valuable insights for both investors and budding entrepreneurs. Ken’s journey offers several key insights for entrepreneurs, especially those considering selling their business or managing newfound wealth. The importance of understanding the mechanisms of merchant cash advances cannot be overstated, as these can be essential tools in times of financial need. Ken recommends that MCAs should be considered as a last resort, emphasizing the need to explore all other potential avenues for funding first. His approach to investing is laced with caution and a deep understanding of the market, advocating for strategic decision-making that focuses on sustained growth and risk management. For entrepreneurs planning their next moves, Ken’s experience highlights the necessity of maintaining flexibility and readiness to pivot, as well as the importance of building a business model that is both innovative and financially robust. Whether you’re facing a cash crunch or looking for ways to grow your wealth, Ken’s insights offer invaluable guidance and inspiration to keep striving for success. By tuning into his journey and understanding his methods, entrepreneurs can equip themselves with the knowledge and confidence needed to make informed and impactful decisions. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Adam Koós, Navigating Market Waves with Tactical Expertise 35:49

29 weeks ago35:49

35:49

Message the Host In this episode, listeners are treated to an insightful conversation with Adam Koós, President and Portfolio Manager at Libertas Wealth. With over 20 years of experience in investment strategy and a certification as a market technician, Adam shares his journey from aspiring trauma surgeon to becoming a financial strategist passionate about veering people away from poor financial advice. This episode explores Adam's fascinating transition into finance, his unique approach to market investing, and how he leverages strategic and tactical models to provide comprehensive wealth management. Adam's approach offers significant benefits to investors, emphasizing education in financial management and the importance of combining tactical and strategic strategies. He highlights how investors can employ trend-following, relative strength, and asset rotation to effectively navigate the complexities of the market. By maintaining flexibility and adapting to changing conditions, investors can effectively mitigate risks and optimize their portfolios. Adam's insights show how adopting a proactive approach in investment practices can help protect and grow wealth, particularly after a significant business transaction or market change. Investors stand to gain immensely from tuning into this podcast episode. With Adam's wealth of knowledge and experience in tactical asset management, he provides a rare and genuine perspective that challenges traditional investment methods. Listening to this discussion could transform how investors approach their financial future, offering strategies that promise to maximize returns while safeguarding against market downturns. This compelling episode is an invaluable resource for anyone ready to take control of their investments and ensure financial prosperity in the dynamic marketplace. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Investing in People, Passion, and Potential with Kris Mathis 40:40

1 year ago40:40

40:40

Message the Host 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 forward lest life leaves you behind. His leap into full-time entrepreneurship wasn't just a career shift; it was a bold declaration of faith in his dreams and capabilities. His story is a powerful reminder that overcoming adversity is not just about survival; it’s about thriving against the odds. The creation of "Let's Help Her Win," a groundbreaking reality series designed to empower women entrepreneurs, showcases Kris's passion for making a difference. This initiative goes beyond traditional investment models by offering not just capital but crucial mentorship and support that can otherwise otherwise be difficult to access. Through this endeavor, Kris reinforces the idea that investing with your head AND your heart pays the best interest, especially when it nurtures innovation, empathy, and collective advancement. Kris Mathis's narrative teaches us, "if you don't move on life, life will move on you." His words encapsulate a powerful life lesson: the essence of seizing every moment with courage and turning challenges into stepping stones. Kris's work, particularly through "Let's Help Her Win," is a heartfelt testament to the belief that with the right mixture of support, belief, and action, there is no limit to what can be achieved. His journey and efforts are a vibrant beacon of hope, inspiring us all to dream big, support each other, and never give up on our quests for success. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Mike Clark Financial Advisor - Tactical Approaches to Growing Your Wealth 52:01

1 year ago52:01

52:01

Message the Host 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 raising millions in investment banking, eventually transitioning into a financial advisor who champions the cause of crafting clear, goal-oriented financial strategies. His insights into leveraging self-directed IRAs for diversifying investment portfolios not only enlighten but also equip listeners with the knowledge to navigate the complex financial landscape with ease. This episode stands out as it demystifies the often-overlooked opportunities within self-directed IRAs, shedding light on how average investors can venture beyond traditional stocks and bonds to invest in areas they hold expertise in. Mike Clark's narrative is not just about his success; it's a roadmap for listeners to understand the power of financial literacy and to make informed decisions. Whether you're intrigued by the potential of self-directed IRAs, keen on understanding the shift in market trust, or simply looking for ways to stay financially ahead, this podcast episode promises a wealth of knowledge, straight from an expert who lived through the transformation. Encouraging listeners to challenge the status quo of their financial strategies, this conversation is a must-listen for anyone looking to break free from conventional investing norms. This episode not only provides a fresh perspective on managing personal finances but also motivates you to explore avenues previously thought to be reserved for the affluent. As they unravel the complexities of the financial world, this podcast serves as a reminder that with the right guidance and understanding, achieving financial clarity and efficiency is within reach. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Investment Strategies and Start-Up Success with Austin McCulloh 49:27

1 year ago49:27

49:27

Message the Host 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 entrepreneurship in the tech space underscores a broader theme: the importance of innovation and adaptation in today’s economic environment. This conversation not only provides a deep dive into McCulloh’s entrepreneurial journey but also reflects on the broader implications of leveraging technology to enhance financial services. The podcast doesn’t stop at entrepreneurship. It ventures into personal investment philosophies and how individuals can navigate their financial journey. McCulloh’s approach to investing—favoring business investment and considering angel investing and venture capital post-exit—is particularly thought-provoking. It showcases a perspective on risk, reward, and the multifaceted paths available in the modern investment landscape. This episode embodies the essence of modern investing: the confluence of technology, personal financial growth, and the overarching quest for financial autonomy. Through McCulloh’s story, listeners gain a unique perspective on embracing technology, understanding investment philosophies, and the importance of innovation in achieving financial success. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Top 5% Globally Ranked Podcast Host and Silicon Valley Investor, Nick Larson on Capitalizing on Trends and Doing Well by Doing Good 40:41

1 year ago40:41

40:41

Message the Host 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 investing in groundbreaking technologies like agrosonics, which promotes plant growth using patented sound vibrations. Larson's conversation stretches beyond the realms of his professional endeavors, delving deep into his investment philosophies and the innovative edge Sidepocket brings to its users. With a background enriched by the influences of his family immersed in technology and innovation, Larson articulates the essence of spotting opportunities in trends and the importance of "skating to where the puck is going", in Wayne Gretzky's words. His inclination towards models that democratize sophisticated investment strategies for the average investor exemplifies the visionary approach of Sidepocket. The platform's engine operates silently in the background and generates impressive returns for Larson, whose testimonial is a testament to the power of leveraging deep tech for financial advancement. The dialogue further spans the transformative potential of AI, the compelling concept of biomimicry, and the invaluable perspective of treating investments as journeys rather than quick wins. This episode not only encapsulates the essence of modern investing but also reinforces the significance of narratives in comprehending and capitalizing on the financial and technological landscapes. Sidepocket emerges not merely as a tool for investment but as a harbinger of a new age where informed, strategic, and owner-controlled financial growth is within everyone's reach. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Winning in Crypto - Strategies and Insights from Maximilian Pace 43:15

1 year ago43:15

43:15

Message the Host 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 volatile market of Bitcoin and Ethereum. Discover the story behind Animus' victory in the prestigious Bitcoin Alpha Competition, securing a million-dollar investment and paving the way for a groundbreaking hedge fund launch. Max shares insights into the fund's innovative long-short strategy, designed to maximize returns while minimizing risk in both bullish and bearish market conditions. Join us as Max shares his personal journey into crypto, from early conversations in Silicon Valley to his passion for investing in emerging technologies with real-world impact. Whether you're a seasoned crypto enthusiast or just starting out, this podcast promises valuable insights into the future of finance. Tune in now and embark on a journey into the world of crypto investing with Maximilian Pace and Animus Technologies. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Cagri Sarigoz, SEO/AI Leader and International Angel Investor, Unveiling Turkey's Startup Landscape 29:22

1 year ago29:22

29:22

Message the Host 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 that made US stock investing accessible. He initially invested in familiar tech companies and expanded his portfolio to include ETFs and index funds. Additionally, he provides insights into the startup and investment landscape in Turkey, highlighting the entrepreneurial spirit despite economic challenges. Furthermore, Cagri discusses his real estate investments in Turkey, guided by friends and driven by the stability real estate offers against inflation and currency volatility. Finally, he expresses interest in Sidepocket's investing platform seeing it as a solution to the inflation-fueled erosion of savings. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: DC Palter, Startup Advisor Angel Investor, Insights from 150+ Investments 42:54

1 year ago42:54

42:54

Message the Host 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 companies. DC found purpose in startups where every decision mattered, unlike in larger corporations where individual contributions often felt insignificant. He entered angel investing during a downturn after the financial bubble burst, joining Tech Coast Angels in 2009. This provided him with a platform to contribute to the startup community and share his expertise with early-stage founders. DC emphasizes the importance of group investing for reducing risk and leveraging collective expertise, especially in evaluating complex startups like life sciences or deep tech. In his investing approach, DC prioritizes startups in climate tech and energy sustainability, reflecting his passion for addressing environmental challenges. He discusses the balance between investing in pre-revenue startups, where he relies on insider insights, and post-revenue startups evaluated through angel groups. DC also emphasizes diversification and caution in angel investing, noting that it's more about enjoying the process and supporting the community than chasing high returns. Apart from angel investing, DC shares his experience in writing a novel, "To Kill a Unicorn," inspired by real-world startup scandals like Theranos. The novel explores themes of fraud and ethics in entrepreneurship, drawing from DC's observations of misleading practices among founders. He sheds light on the complexities of founder motivations and the challenges investors face in discerning deception. Throughout the interview, DC's insights underscore the importance of diligence, community, and ethical conduct in both entrepreneurship and investing. His multifaceted journey from engineer to founder to investor to novelist offers a rich tapestry of lessons for aspiring entrepreneurs and investors alike. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Matteo Costa, Techstars Startup Mentor, Angel Investor 41:30

1 year ago41:30

41:30

Message the Host 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. Discover how Matteo's diverse background in consulting, corporate innovation, and startup co-founding shaped his approach to investing and supporting early-stage companies. Learn about Matteo's passion for impact investing in sectors such as food tech, sustainability, climate tech, mental health, and psychedelics, and how he navigates the challenges and opportunities of angel investing. Don't miss this engaging conversation with Matteo Costa, where we explore the intersection of entrepreneurship, impact, and long-term wealth creation! Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Silvia Lupu, Trailblazing Fund Manager and Real Estate Visionary 46:39

1 year ago46:39

46:39

Message the Host 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 of modern investing. From real estate to tech, private equity to financial markets, she's mastered the art of diversification and wealth-building across various asset classes. But what sets her apart isn't just her accolades—it's her ethos. In a world inundated with noise and fleeting trends, she stays ahead of the curve by isolating the signal from the noise, uncovering opportunities others might overlook. We explore her preferred investing strategies revealing the tactics that have propelled her success and what she believes is crucial for investors in 2024. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Patrick McCarthy, Angel Investor in 200+ Startups 17:45

1 year ago17:45

17:45

Message the Host 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 platforms like SidePocket. A key quote that captures the essence of the interview is Patrick's insight: "I think you guys are bringing access to something your everyday investor can't get today, and I think that's critical to change how wealth works in this country." This interview is a must-listen for anyone interested in investing and financial strategies. About Patrick McCarthy Patrick McCarthy is a Fractional CFO and startup investor with a track record of helping startups scale, secure funding, and achieve significant revenue growth, including his role as VP of Finance at SpokenLayer, where he oversaw financial operations, fundraising, and cap table management, while providing guidance to over 50 startups, all part of his ambitious goal to support 1,000 startups in the next decade, currently at 215 and counting. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing Podcast

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Modern Investing with Sidepocket: Robert Schneider, Esteemed Cannabis Entrepreneur and Angel Investor 47:57

1 year ago47:57

47:57

Message the Host 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 by his business success and angel investment in Sidepocket. He emphasizes the importance of a deliberate and thoughtful strategy. Learn about Robert's commitment to leaving a legacy that contributes to the beauty of the world, evident in his recent investments, including supporting his brother's restaurant business. Explore Robert's experience using Sidepocket, where he commends the user-friendly onboarding process and the platform's unique approach to navigating volatile markets. For a concise and insightful look into entrepreneurship and investing, tune in to the full episode here. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Aharon Herbert on Tech, Entrepreneurship, and Building a Happier Future with CENO AI 42:59

1 year ago42:59

42:59

Message the Host 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 innovative technologies like AR/VR and partnerships with Microsoft for optimizing work. Aharon delves into his entrepreneurial venture, CENO AI, co-founded with a friend. The startup aims to help individuals achieve their goals by providing insights, career guidance, and motivation. Using generative AI, they plan to create a tool, "Level Up," allowing users to set goals and receive personalized plans, adapting as they progress. The discussion touches on Aharon's passion for sports, his diverse athletic pursuits, and his desire to be remembered as someone who uplifts others. Aharon also shares his early interest in investing, driven by a curiosity about wealth-building and Wall Street. He emphasizes the importance of understanding investments, being conservative when needed, and constantly learning to grow as an investor. Key Quote: "At the end of the day, build what you want to see in this world. Whatever that may be. And so that's why I think that it's important to take things into my own hands and try to build what I think the future should be like." Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Cara Macksoud, CEO of MoneyHabitudes on Optimizing Your Relationship with Money for Wealth 51:49

1 year ago51:49

51:49

Message the Host 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 financial behaviors related to risk. It laid the foundation for Cara’s future career becoming more focused on the psychology of money to help people take control of their financial health. Cara Macksoud, FBS® is the CEO of Money Habitudes . Prior to joining Money Habitudes , Cara was the CFO/COO for The Animation Project , an incentivized workforce development program for at-risk youth. Before her time in the nonprofit sector, Cara was an ETF trader for 12 years and, at the time, the youngest female to earn a trading seat on the floor of the NYSE . She completed the Financial Therapy Graduate Certificate at Kansas State University and holds a BS in Finance from NYU Stern School of Business. She is a Certified Financial Behavior Specialist® and a member of the Financial Therapy Association where she serves on their business development committee. She is also a member of the Association of Financial Counseling and Planning Education (AFCPE) and is an AFC candidate. Cara resides in Florida with her husband and their five children enjoying the hot weather and hunting for shark teeth. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Marc Cohen, Top Executive Insights on Proper Financial Planning and Risk Management 45:42

2 years ago45:42

45:42

Message the Host 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 competitive landscape. Marc's journey, from a humble background to becoming a successful entrepreneur, illustrates the importance of these traits. He shares his experiences and insights on creating generational wealth, emphasizing the need for proper financial planning and emotional support. As Marc states, "The planning of your finances at a young age and getting educated is crucial, and it's all interconnected with emotions and energy." Marc's passion for helping others navigate these challenges and his deep knowledge make this interview a must-listen for anyone seeking financial and emotional guidance. About Marc Cohen Marc Cohen, the podcast guest, is a visionary business strategist with a wealth of experience as a top-level executive of multi-billion-dollar enterprises. With a strong network of influential connections and a track record of successfully navigating various industries, Marc excels at helping organizations achieve their goals and create generational wealth. His journey from a humble background and his commitment to financial stability and emotional support for families highlight his credibility as a trusted advisor in the fields of finance and wealth management. Marc's insights and experiences make him a valuable resource for listeners seeking financial guidance and emotional well-being. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Nate Bailey, Entrepreneur on Getting the Edge with a Championship Mindset in Business and in Life 28:04

2 years ago28:04

28:04

Message the Host 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 in exploring day trading. He also touches on the value of Sidepocket's automated investment approach. As Nate says, "Why would you not?" This interview offers valuable insights for those interested in leadership, real estate, and diversified investment strategies. About Nate Bailey Is the founder of 5 Day Unleash The Leader Within Challenge & Championship Leadership 24 Hr experience, host of the top rated "Championship Leadership Podcast", author of "100 Mile Mindset, Discover The Power Of Being Your Word" and a seasoned entrepreneur. Nate created the "Strong Men Mastermind", as part of what he considers his life's calling to create a place where other men can compete with each other, bond, and show up much differently in a time where we need nothing more than Strong Men as leaders in our home, businesses and communities. He works with former athletes and military men to guide them to the life they have always desired without having to experience many of the pitfalls that he did himself along the way. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Katie Welch, Performing Artist Embracing Motherhood and Financial Growth 21:08

29 weeks ago21:08

21:08

Message the Host Click Here To Join Katie's Financial Journey on Sidepocket In this episode, Katie Welch—a dynamic entertainer, entrepreneur, and new mom—joins the discussion to share her journey navigating the entertainment industry and her path to financial empowerment. Katie walks us through her professional evolution, from her initial foray into a girl group to thriving in diverse creative fields across Los Angeles. She candidly discusses the volatile nature of the entertainment industry, and how the rapid advancements in technology and social media have dramatically shifted the landscape, allowing creators unprecedented access to audiences and financial possibilities. Katie's insights into financial management are particularly relevant for entrepreneurs contemplating seeking smarter wealth management strategies. Acknowledging the inconsistency of the entertainment and creator economies, she emphasizes the importance of financial education. Sidepocket stands out as a pivotal resource in Katie's newfound approach to wealth building, offering a platform that supports investors of varying backgrounds to achieve their unique financial goals. This episode highlights the significance of diversifying investments, allowing money to work for individuals rather than the other way around, a crucial tactic not only for artists but all entrepreneurs aiming for financial stability and future prosperity. Entrepreneurs looking to take control of their financial futures will benefit greatly from tuning into this enlightening podcast episode. Katie Welch's authentic recount of her transition to a more financially secure lifestyle, amplified by partnership with Sidepocket, serves as an inspiring blueprint. Katie's journey showcases the profound impact blending creative and financial acumen can make on people's lives. This episode is a must-listen for anyone interested in leveraging innovative financial strategies while navigating the dynamic entrepreneurial landscape. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Jamila Mayfield from Aspiring Broadway Star to Accredited Investor Championing Financial Inclusion 1:04:19

32 weeks ago1:04:19

1:04:19

Message the Host In the latest episode of the "Modern Investing with Sidepocket" podcast, Artur sits down with the remarkable Jamila Abston Mayfield, founder and CEO of the Jamila Mayfield Group. Jamila's journey is nothing short of inspiring, as she transitioned from aspiring Broadway star to a trailblazer in regulatory compliance and risk consulting for financial services firms. This episode shares her story, from her father's wisdom guiding her toward a pragmatic career path, to her rapid rise at Ernst & Young, and her dynamic role at the SEC. Jamila also shares insights into her successful foray into venture capital investing and real estate, offering invaluable advice for both seasoned and aspiring investors. Jamila's approach to wealth management spans a variety of strategies, from venture capital investing with alumni funds to smart residential real estate investments. She underscores the significance of diversification, highlighting her developing interest in expanding from residential to commercial real estate, and even exploring the potential in shopping centers. Moreover, Jamila explains how smaller, local business investments can offer substantial returns for investors with smaller check sizes while also supporting community development. Her detailed examination of compliance and regulatory changes offers practical insights for navigating today’s financial landscape. Whether it’s understanding new SEC regulations or utilizing AI for investment compliance, Jamila's holistic view on various investment strategies can help entrepreneurs and investors alike make informed financial decisions. Entrepreneurs looking to take their wealth-building journey to the next level should not miss this episode. Jamila Mayfield’s story is a testament to the power of strategic thinking and innovative financial planning. Her insights are particularly valuable for those eager to diversify their investments and make informed decisions in complex markets. Tune in to this enlightening conversation to glean actionable advice and be inspired by a leader who has successfully navigated the intersections of finance, regulation, and entrepreneurial spirit. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing Podcast

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Modern Investing with Sidepocket: Mark Willis, CFP on Transforming Debt into Wealth 40:59

35 weeks ago40:59

40:59

Message the Host This episode features an interview with Mark Willis, CFP and owner of Lake Growth Financial Services. Mark shares his transformative journey from overwhelming student loan debt to achieving real wealth. His unique approach centers around using safe and predictable financial strategies, challenging traditional methods that often lead to uncertainty and significant losses. Through an engaging conversation, Mark delved into the financial pitfalls of conventional investment vehicles and introduced listeners to innovative alternatives that can revolutionize financial planning. For entrepreneurs looking to secure and grow their wealth, Mark emphasizes the importance of having a robust and reliable financial strategy. He highlights several critical points: the unpredictability and hidden costs of 401(k) and IRA plans, the detriment of deferred taxes, and the significant impact of management fees. By leveraging whole life insurance policies, structured under the "Bank on Yourself" strategy, Mark illustrates how business owners can ensure consistent growth, gain access to their funds at any age, and avoid exorbitant fees and taxes. Additionally, he offers real-life examples where his strategy not only eradicated debt but also enabled entrepreneurs to reinvest in their businesses effectively. Entrepreneurs who are eager to take control of their financial future and explore these distinctive strategies should tune into this enlightening podcast episode. Mark's insights are not just theoretical; they are backed by years of practice and success with countless clients. Listening to this episode can provide you with the tools needed to navigate financial uncertainties and position your personal finances and business for lasting stability and growth. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Shridhar Swaminathan, Co-Founder/CTO of Sidepocket, on Revolutionizing Wealth Management 52:58

36 weeks ago52:58

52:58

Message the Host We had the pleasure of hosting Shridhar Swaminathan, co-founder and CTO of Sidepocket , a company that’s transforming wealth management by solving the drawdown problem. Shridhar, with over 20 years of experience in startups, technology, leadership, data science, and quantitative investing, shares invaluable insights into his journey. From his early days in technology consulting and quantitative investing to leading innovative financial strategies at Sidepocket, Shridhar's personal and professional experiences offer a wealth of knowledge. Shridhar emphasizes the importance of financial education and strategic asset allocation for entrepreneurs, particularly those selling their businesses. Drawing from his own background, where money was often tight, he highlights how vital it is to not be emotionally attached to money but instead adopt systematic, process-driven approaches to investing. Entrepreneurs can gain a lot from understanding Shridhar's perspective on risk management, where diversification and the elimination of behavioral biases through automation play critical roles. By reframing personal financial management through advanced quantitative methods and tactical asset allocation, Shridhar and Sidepocket offer a sophisticated yet accessible approach to wealth preservation and growth. For entrepreneurs, especially those busy with day-to-day operations, Shridhar’s insights are essential for long-term financial stability. His experiences, integrated into the Sidepocket platform, provide a robust framework for automated investing, ensuring your hard-earned savings work for you even when you're not actively managing them. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing Podcast

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Modern Investing with Sidepocket: Anmol Singh on leveraging psychology for stock trading and investing success 41:29

37 weeks ago41:29

41:29

Message the Host In this episode we meet with Anmol Singh, a seasoned trader and investor, who commenced his journey in financial markets at the age of 18. With over 14 years of experience and having coached more than 10,000 traders and investors, Anmol brings a wealth of knowledge to the podcast including how he incorporates technical analysis with a deep understanding of psychology to coach high-performance traders and investors. This episode offers a rich tapestry of insights, from uncovering the importance of risk management to discussing the psychological aspects that ensure sustained success in trading and investing. For individuals looking wanting to learn to trade in stock market, Anmol emphasizes the importance of coaching and mentorship in shortening learning curves and avoiding pitfalls. A significant point he raises is the necessity of having a structured risk management plan to protect investments against unforeseen market downturns. He shares that the camaraderie and accountability within a proprietary trading firm helped him develop a disciplined approach to investing. Furthermore, Anmol highlights the benefits of employing a dual-bucket trading strategy; one focuses on generating income, while the other is designed for long-term wealth building. He also touches on the merits of investing in diversified assets, including real estate and selected cryptocurrencies, to create a robust and resilient portfolio. Active and aspiring investors will find a treasure trove of actionable insights in this podcast. Anmol's journey of becoming a successful stock trader, investor, and coach underscores the power of perseverance and bold decisions. His strategic approach to trading, underpinned by the principles of technical analysis and psychological discipline, offers a valuable framework for those looking to navigate the complexities of the financial markets. Don't miss out on learning how your investing strategy can be enhanced by tools like Sidepocket, which Anmol staunchly advocates for its systematic approach to maximizing returns while minimizing risks. Tune in to gain inspiration and practical advice on elevating your trading and investing game. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing Podcast

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Modern Investing with Sidepocket: Evan Shubin, 6x Founder, 3x Exits, and Angel Investor in 25 Startups 52:39

38 weeks ago52:39

52:39

Message the Host In this edition, we dive into the captivating journey of Evan Shubin, the President and Founder of Candlelight Partners, LLC. With a rich experience spanning 25 years that includes founding six companies, achieving three successful exits, and engaging deeply with 25 startups, Evan’s insights are a treasure trove for any budding entrepreneur or seasoned investor. Recently transitioning to full-time angel investing, Evan dedicates his expertise as a fractional C-suite executive, accepting equity as his sole compensation—wisely diversifying his portfolio across real estate, publicly traded stocks, and multiple startups. For entrepreneurs contemplating selling their businesses, the podcast reveals invaluable lessons. Evan shares how he built a successful enterprise around trade show product marketing, emphasizing the importance of finding untapped markets and constructing better mousetraps for pain points encountered in his professional journey. His company, 'Exhibitor Invites,' evolved from a small startup to a million-dollar business with a profit margin that stayed robust throughout a ten-year run. Shubin advocates for disciplined small business management and recommends thorough customer discovery before launching new ventures. He stresses that founders should understand their limitations, surround themselves with experts, and listen intently to customer pain points. Lastly, for entrepreneurs, innovators, or investors seeking inspiration and wisdom from someone who has successfully navigated the startup ecosystem, listening to Evan’s insights is indispensable. The podcast episode provides actionable advice on balancing risk with reward in the fast-paced world of startups and underscores the importance of strategic planning and diversified investing. Tune in to gain a deeper understanding of Evan's approach to creating successful ventures and harness the potential of the modern entrepreneurial landscape. Visit SidePocket's podcast page to listen now and elevate your investing acumen! Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing Podcast

Modern Investing Podcast podcast artwork

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Modern Investing with Sidepocket: James Fellus on High Yield Alternative Fixed Income Opportunities in MCA Syndication 47:25

42 weeks ago47:25

47:25

Message the Host In this episode, we deep-dive into the dynamic landscape of alternative lending with none other than James Fellus, owner of one of the largest private funders of Merchant Cash Advances here in the USA - funding over $1B+ in deals each year. With over 30 years of experience in financial markets, James shares invaluable insights into how alternative lending can help businesses stay financially ahead. His expertise spans from lending to investing in various asset classes, making this episode a must-listen for entrepreneurs and investors alike. For entrepreneurs looking to sell their businesses or secure funding, James emphasizes the importance of understanding merchant cash advances and other alternative lending options. Unlike traditional loans, these advances provide quicker access to cash, which can be crucial for businesses facing urgent financial needs. James explains how his firm evaluates a business's financial health through various metrics like credit card receivables and bank statements. He also highlights the benefits of a diversified investment portfolio, including real estate and the stock market, to ensure long-term financial stability. James's insights are incredibly valuable for anyone looking to grow or maintain their business in today's unpredictable financial landscape. If you're an entrepreneur or investor aiming to make informed financial decisions, we highly recommend tuning in to this episode. His practical advice on risk management, investment diversification, and operational agility can equip you with the knowledge needed to navigate economic uncertainties effectively. To dive deeper into these topics, listen to the full podcast episode on the "Modern Investing with SidePocket" platform. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing Podcast

Modern Investing Podcast podcast artwork

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Modern Investing with Sidepocket: Zecca Lehn on Investing With Impact 41:28

44 weeks ago41:28

41:28

Message the Host Welcome to the Sidepocket Podcast! Today, we are thrilled to have a special guest, Zecca Lehn. Zecca is the General Partner of Responsibly Ventures, a California-based venture capital firm that backs U.S. PreSeed startups in Social and Sustainable Tech. Guided by multiple UN Sustainable Development Goals, Zecca’s investments are making a significant impact on both society and the environment. With over 15 years of experience, Zecca has an impressive background as an Environmental Economist, Data Scientist, Non-Profit Board Member, and Co-Founder. He grew up in a unique, off-the-grid Japanese-style home on a remote island in the Pacific Northwest. His world travels and time living in Scandinavia in his early 20s sparked a deep love for people, the planet, and diverse cultures. Join us as we explore Zecca’s inspiring journey and learn more about his mission to create positive change through responsible investing. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing Podcast

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Modern Investing with Sidepocket: Justin Dixon’s Journey from W2 to Entrepreneur and Investor 42:43

45 weeks ago42:43

42:43

Message the Host Embarking on the path of entrepreneurship is filled with challenges, uncertainties, and moments of profound insight. In our latest episode of the Modern Investing with Sidepocket podcast, we had the pleasure of sitting down with Justin Dixon, a seasoned recruiter who has successfully transitioned from a stable W2 job to launching his own recruiting firm, Hire Tomorrow, amidst the tumultuous times of the COVID-19 pandemic. Justin shares his compelling journey from understanding the basics of financial stability to exploring diverse investment opportunities, providing a treasure trove of knowledge for aspiring entrepreneurs and seasoned investors alike. For those looking to navigate the complex world of entrepreneurship and wealth management, Justin's journey offers invaluable insights. He underscores the importance of thorough preparation before making dramatic changes, such as altering personal spending habits to build a financial cushion. His story highlights the significance of strategic networking, as exemplified by his savvy move to connect with a private equity firm, securing a continuous stream of business opportunities. Justin's diversified approach to investing, from multifamily real estate to angel investing, underscores the importance of understanding both risks and returns and how to leverage industry expertise for making informed investment decisions. Entrepreneurs and investors will find Justin Dixon’s story both inspiring and instructive. His disciplined approach towards financial stability before making the entrepreneurial leap, along with his adaptability during unforeseen challenges like the pandemic, are powerful lessons. Tune in to this episode to gain insights into smart financial planning, strategic networking, and diverse investing strategies essential for navigating the entrepreneurial landscape. Don’t miss out on the opportunity to learn from a professional who masterfully balances ambition with intelligent risk management. Listen now and empower your entrepreneurial journey! Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Mastering the Art of Business Exits with Todd Sullivan 38:44

48 weeks ago38:44

38:44

Message the Host 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 Acquisitions) process, providing invaluable advice for entrepreneurs looking to exit their ventures wisely and profitably. Todd emphasizes the critical factors that contribute to a successful business exit. First and foremost, recognizing the value of professional representation cannot be overstated. Entrepreneurs need to surround themselves with experienced M&A advisors to navigate the complex and often hostile process of selling a business. Additionally, having precise and transparent financials are paramount. Without them, any inconsistencies can sow doubt in potential buyers' minds, drastically affecting the valuation and outcome. Todd also underscores the importance of knowing your 'number'—the exit amount that meets your financial and personal goals—before beginning the M&A process, collaborating closely with a wealth management advisor to ensure post-tax goals are met. This holistic approach ensures that the exit is not just financially rewarding but also aligns with the entrepreneur's life post-sale. For entrepreneurs dreaming of a lucrative exit, it's crucial to engage in thoughtful preparation and thorough planning. Todd Sullivan’s expertise offers a treasure trove of insights that can dramatically influence the success of your business sale. Whether you're currently scaling your startup or preparing for an M&A, tuning into the Modern Investing with Sidepocket podcast will arm you with the essential knowledge to make informed decisions and thrive well beyond your business exit. Listen to the full episode to uncover more actionable strategies and inspirational stories from Todd Sullivan. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing Podcast

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Modern Investing with Sidepocket: AJ Bubb’s Strategies for Real Estate Investing in Challenging Times 1:13:28

48 weeks ago1:13:28

1:13:28

Message the Host 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-person event from a remote airfield in cooperation with NASA JPL. Throughout our conversation, AJ shared invaluable lessons from his multifaceted career, touching on innovation, risk-taking, real estate investments, and the evolution of live streaming. One of the most insightful aspects of our discussion revolved around strategies for entrepreneurs looking to manage their wealth effectively. AJ emphasized the importance of having a clear investment philosophy and sticking to core principles even during times of market volatility. He shared personal anecdotes illustrating his preference for profitable investments over turnaround situations and the necessity of an expansive, trusted local network, especially when engaging in remote real estate investing. AJ's emphasis on understanding one's risk tolerance and the importance of rapid, but calculated decision-making provided a robust framework for entrepreneurs to consider when selling their businesses and managing subsequent wealth. For entrepreneurs, investors, and anyone interested in understanding the complexities of innovation and investment, this episode is an absolute must-listen. AJ Bubb offers a treasure trove of insights drawn from real-world experience, making the often-difficult to grasp concepts of active management and market risk more approachable and practical. Tune into this episode to harness AJ's wealth of knowledge and elevate your investment strategies and business management skills. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing with Sidepocket: Nathan Creswell, Intersection of Product Leadership and Angel Investing 45:08

49 weeks ago45:08

45:08

Message the Host 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 companies such as Salesforce and Zuora. His story reveals how his deep involvement in product development naturally led him to the world of angel investing, driven by a passion for technology and innovation. Nathan sheds light on his investment philosophy, emphasizing the importance of applying lessons learned from product management to early-stage investing. He discusses various strategies, including evaluating the merit of ideas and assessing the readiness of technologies like AI and Web3 to transform markets. With a focus on B2B SaaS, Nathan provides insights into the dynamics of successful investments, using personal anecdotes to illustrate key points. Learn about the risks and rewards of angel investing, the significance of a strong network, and Nathan's tips for balancing professional roles. The episode promises valuable takeaways on how to navigate the complex yet rewarding landscape of modern investing, leveraging technology and strategic thinking to stay financially ahead. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing Podcast

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Modern Investing with Sidepocket: Israel Suero LP at Dash VC on Betting Big and Winning 55:07

50 weeks ago55:07

55:07

Message the Host 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 fascination with finance, cultivated alongside family, to his pivotal career shifts that navigated him from Wall Street to the forefront of tech and finally, into the intricate world of venture capital and angel investing. His narrative is not just a chronicle of financial acumen but also a testament to the personal gratification derived from making his family proud through relentless hard work and perseverance. Israel elaborates on his remarkable ability to sniff out lucrative opportunities across a broad spectrum of industries, sharing insights from his early adventures in the stock market to his strategic bets in the tech industry, leading to a significant role at Uber Eats and later, an impactful tenure at DoorDash. The conversation takes a deeper dive into the world of angel investments and venture capital, showcasing his evolution into a savvy investor who champions the art of making 'asymmetric bets'. Through his story, listeners gain invaluable lessons on risk management, the importance of continuous learning, and the art of leveraging past failures as stepping stones to future successes. Wrapping up, the episode shifts focus towards the future, with Israel sharing his enthusiasm for AI and its transformative potential, while also reflecting on the more fundamental question of achieving a meaningful legacy. His perspective on investing is holistic, integrating high-risk ventures with stable, long-term strategies to create a balanced portfolio that reflects both ambition and prudence. This episode of Modern Investing with SidePocket not only demystifies complex investment strategies but also inspires listeners to pursue financial literacy and sophistication with the same vigor and passion as Israel Suero. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing Podcast

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Modern Investing with Sidepocket: Ronald Flores, Building Wealth Management Teams for Business Owners 44:10

51 weeks ago44:10

44:10

Message the Host 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 investments. Join Ronald in a conversation highlighting the need for holistic financial planning, touching on insurance, taxes, investments, and technology's impact on client empowerment. Tune in to gain valuable insights for making informed financial decisions in an ever-evolving market. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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Modern Investing Podcast

Modern Investing Podcast podcast artwork

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Modern Investing with Sidepocket: Entrepreneur and Angel Investor Guy Reams on Chess, Tech, and the Art of Investing 50:52

1 year ago50:52

50:52

Message the Host 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 professor and tech industry professional to starting a non-profit chess club, showcasing his multifaceted interests and entrepreneurial spirit. Transitioning into his professional journey, Guy shares insights into the shift from academia to the corporate world and entrepreneurship, including the challenges and lessons learned in adapting and succeeding in various roles. The discussion further explores Guy's approach to investing, particularly in early-stage companies, highlighting his criteria for selecting startups, the importance of team dynamics, and his focus on business-to-business SaaS companies. Guy also expands into his personal investment philosophy, balancing risk, and long-term planning for his family's future. This episode provides a comprehensive look into the mindset and strategies of a successful investor and entrepreneur, offering valuable lessons for anyone looking to navigate the complexities of the modern financial and technological landscape. Click Here to Check Out Our Upcoming Online Investing Events About Sidepocket: If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing. Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings. To learn more, visit www.sidepocket.com…

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