Podcasts about active investors

Paul Chambers is the Co-Founder of SubSummit, the world's largest conference dedicated to subscription, membership, and recurring revenue models in the direct-to-consumer space. With over 20 years of experience in subscription commerce, including launching Gentleman's Box in the early 2000s, Paul brings a rare blend of operator insight and community-building expertise to the challenges of scaling retention-first brands.Driven by the belief that subscriptions are more than a billing model, Paul helped transform SubSummit from a small founder meetup into a global ecosystem, connecting thousands of brands each year. The event fuses tactical content with curated networking and is designed to help ecommerce teams grow beyond one-off purchases and into long-lasting customer relationships.Each year, Paul and his lean team develop a thematic roadmap for the event, guiding DTC operators through the shifting landscape of loyalty, retention, and membership. From Walmart+ to Amazon Prime to True Classic's hybrid models, Paul studies the movements of top brands and distills them into actionable lessons for growing recurring revenue.In This Conversation We Discuss: [00:42] Intro[00:54] Navigating business partner dynamics[02:31] Connecting DTC brands through events[03:08] Starting with a founder-first vision[04:30] Learning big lessons from small niches[06:05] Rebranding to reflect the vision[06:59] Investing upfront in long-term value[10:15] Improving how people connect[12:42] Balancing virtual and in-person events[14:17] Designing curated table conversations[15:48] Making events affordable for foundersResources:Subscribe to Honest Ecommerce on YoutubeLeading subscription commerce conference subsummit.com/Follow Paul Chambers linkedin.com/in/paulcchambersIf you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

In this episode, we break down the biggest mistake that causes real estate investors to lose money—and how to make sure it doesn't happen to us.Too many investors rush into deals without fully understanding their market. We've seen it over and over—buying in the wrong area, missing key details about permits and zoning, or taking on projects that are way too risky. Some learn the hard way, while others don't recover at all.But the investors who succeed? They know their market inside and out. Today, we're sharing real experiences, lessons learned, and simple strategies to make smarter deals and build a real estate business that lasts.What We Cover:The #1 mistake that causes investors to failHow professionals choose the right deals (and avoid the bad ones)The unseen risks that can turn a great deal into a disasterHow to grow the right way—without overextendingThe simple steps to truly understand a market before investingJoin the Off Market Method Community:https://www.myeasybuttoninvestor.com/off-market-methodConnect with Cole Ruud-JohnsonInstagram: https://www.instagram.com/coleruudjohnsonTwitter: https://twitter.com/coleruudjohnson

Mark T. Hebner is the founder and CEO of Index Fund Advisors, Inc., (IFA), author of the highly regarded book Index Funds: The 12-Step Recovery Program for Active Investors, focused on investor education. Mark's current book and previous editions received praise from financial industry experts and academic luminaries, including John Bogle, David Booth, Burton Malkiel, and Nobel Laureates Harry Markowitz and Paul Samuelson. The book has been nominated as one of the three all-time greatest investment books, along with the writings of John Bogle and Warren Buffett. This book details the possible perils associated with stock picking, mutual fund manager picking, market timing, and other wealth-depleting behaviors. Hebner's 12-Step Program teaches the differences between active and passive investing, explains the emotional triggers that impact investment decisions, and offers an enlightening education on evidence-based investing that may forever change the way an investor perceives the stock market. Hebner is a respected speaker, frequent news contributor and authority on investing. His life's mission is to “change the way the world invests by replacing speculation with education.” Hebner is especially knowledgeable about index funds, portfolio construction and the research indexes designed by Nobel Laureate Eugene Fama and Kenneth French. These indexes provide the building blocks for the prudent evidence-based investment strategies that Hebner implements for his IFA clients. Mark is a Wealth Advisor (Series 65) and has an MBA from the University of California, Irvine and a Bachelor's in Nuclear Pharmacy from the University of New Mexico. He was a member of the Young Presidents' Organization for over 20 years and is currently a member of the World Presidents' Organization and the Chief Executives Organization. Prior to founding Index Fund Advisors in 1999, Mark was President, CEO and co-Founder of Syncor International (previously a public company - SCOR) from 1975 to 1985. In Jan. 2003, Cardinal Health acquired Syncor for approximately $850 million. As a division of Cardinal Health, it is the world's leading provider of nuclear pharmacy services. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

On this channel, we often highlight abnormalities we notice in the financial markets. Today's guest actively embraces them as gifts from the investment gods. In his words: "Fortunately, the financial markets are often quite inefficient, presenting opportunities for us to generate substantial value for our clients' portfolios." So, where are the biggest inefficiencies in markets today? And what opportunities are they presenting? To find out, we have the great fortune to speak today with highly respected money manager Dave Iben, Chief Investment Officer, Managing Member, Founder, and Chairman of the Board of Kopernik Global Investors, as well as Portfolio Manager of its main funds. Kopernik manages $billions in client capital. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

In this episode, we explore the intricate world of home-country bias in investment decision-making and learn the secret sauce to effective communication and writing. We start by discussing the definition and influence of home-country bias and explore why investors tend to overweight their portfolios with domestic equities despite global opportunities. We dissect the home bias puzzle, the rationality behind bias, and the conditions under which home-country bias makes sense. Then, Mark McGrath joins us to unpack the complexities of segregated funds and why it might not be the investment product you were hoping for. Following that, we sit down with  Todd Rogers, a prominent behavioural scientist and professor, to discover the science behind effective communication. He explains how we adapt to different communication styles and techniques over time, the foundations of effective communication, and much more. Be sure to tune in as we unravel the complexities of investing, navigate the world of behavioural science, and bring you the tools you need for financial success! Key Points From This Episode: (0:00:00) Episode introduction and what listeners can expect. (0:01:30) Definition of home-country bias and its influence on investors. (0:04:25) Unpack the home bias puzzle and Canadian home bias trends. (0:08:27) Discover the conditions when home bias may make sense. (0:13:10) Relative economic standing: an important aspect of home-country bias. (0:15:00) Explore home-country bias through a quantitative lens. (0:20:28) Common concerns of overweighting a small market cap. (0:27:21) Mark to Market: the good, bad, and complicated side of segregated funds. (0:31:24) Dissect the proposed benefits of segregated funds. (0:39:07) Discover the drawbacks and pitfalls of segregated funds. (0:44:05) Alternatives to segregated funds and Mark's main takeaways. (0:46:50) Highlights from our conversation with Professor Vanessa Bohns. (0:49:38) Introducing today'sguest Todd Rogers, behavioural scientist and professor. (0:51:37) Learn about the science behind effective writing and communication. (0:53:48) Thedecision-making process when receiving new information. (0:56:18) Todd shares thesix principles of effective writing. (0:58:28) When to send a message, why less is more, and tips for effectively communicating. (1:06:32) Advice for using emojis and hyperlinks and the impact of bolding and highlighting. (1:12:35) The impact of AI on effective writing and the importance of good writing. (1:19:45) Final takeaways, book recommendations, listener reviews, and more!   Links From Today's Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://twitter.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.ca Benjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/ Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://twitter.com/MarkMcGrathCFP Home-country Bias YouTube Video — https://www.youtube.com/watch?v=qYedjI03Q0g Assuris — https://assuris.ca Canadian Investor Protection Fund — https://www.cipf.ca/ The Money Scope Podcast — https://moneyscope.ca/ Professor Vanessa Bohns — https://www.vanessabohns.com/ Professor Vanessa Bohns on X — https://twitter.com/profbohns Professor Vanessa Bohns on Instagram — https://www.instagram.com/profbohns/ Professor Vanessa Bohns on LinkedIn — https://www.linkedin.com/in/vanessa-bohns-33219710/ Professor Vanessa Bohns on Goodreads — https://www.goodreads.com/author/show/21035835.Vanessa_Bohns Todd Rogers on LinkedIn — https://www.linkedin.com/in/todd-rogers-6ba447/ Todd Rogers on X — https://twitter.com/Todd_Rogers_ Harvard University — https://www.harvard.edu/ Analyst Institute — https://analystinstitute.org/ EveryDay Labs — https://www.everydaylabs.com/ The Behavioural Insights Team — https://www.bi.team/ Behavioral Science & Policy Association (BSPA) — https://behavioralpolicy.org/ Six Principles Checklist — GPT-4 — https://openai.com/research/gpt-4 Women's Wealth: Investing Basics for Women Webinar —   Books From Today's Episode: You Have More Influence Than You Think — https://www.amazon.com/dp/1324005718/ Writing for Busy Readers — https://www.amazon.com/Writing-Busy-Readers-Communicate-Effectively/dp/0593187482 Index Funds: The 12-Step Recovery Program for Active Investors — https://www.amazon.com/Index-Funds-12-Step-Recovery-Investors-ebook/dp/B0CL2Z23CT/ The Elements of Style — https://www.amazon.com/Elements-Style-Fourth-William-Strunk/dp/020530902X The Psychology of Money — https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681 The Fund — https://www.amazon.com/Fund-Bridgewater-Associates-Unraveling-Street/dp/1250276934 Anatomy of a Breakthrough — https://www.amazon.com/Anatomy-Breakthrough-Unstuck-When-Matters/dp/1982182962 The Score That Matters — https://www.amazon.com/Score-That-Matters-Excellence-Yourself-ebook/dp/B0CGZ8HRXD The Algebra of Wealth — https://www.amazon.com/Algebra-Wealth-Formula-Financial-Security/dp/0593714024   Papers From Today's Episode: ‘Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice' — https://dx.doi.org/10.2139/ssrn.4590406 ‘Global equity investing: The benefits of diversification and sizing your allocation' — https://corporate.vanguard.com/content/dam/corp/research/pdf/Global-equity-investing-The-benefits-of-diversification-and-sizing-your-allocation-US-ISGGEB_042021_Online.pdf

Of course we all know that passive investing delivers superior returns. But what if everyone is investing passively? Is there a case for active investing then? Recent research has shown that the explosion in index funds has made equities slower to respond to news. And also, it's fun to be contrarian. So today on the show we explore cracks in the case against active investing. Also we go long RuneScape and cycling. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferFollow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Bob interviews Mark Hebner about his book Index Funds - The 12-Step Recovery Programs for Active Investors. This book is considered one of the top 3 investment books ever written. Mark shares some great insight.    

In this Property & Paper Live episode, you'll hear questions about note investing, wraps, etc., and hear me calling for custom designer notes! If we manipulate the DNA of a note before it's 'born' (from a seller financed transaction), then we can make sure a note seller gets the best price possible. 00:15 - INTRO: Becoming better Real Estate Investors – spotting opportunities that most people aren't even looking for!  04:35 - Tips for investing in yourself first. 06:05 - Genetically Modified Note Babies?? 08:29 - Proactively identifying weak points in my portfolio 11:32 - It doesn't matter what the banks are doing! 12:05 - Online updates and more ways to connect 13:00 - Quick thank you to all my LIVE attendees!   13:50 - Attendee Question - Will there be a down market in the next 2-3 years?? 18:00 - Staying out of trouble when doing 'Subject To". There is only one way that is federally compliant and will guarantee that the note won't get called ('accelerated') and it involves the use of a Title Holding Trust with a corporate, non-profit Trustee. 20:12 - Attendee Question - What terms create a note that can sell  a front end partial note?   26:13 - Note deal update with long time listener, Suellen. :) 32:42 - Can a title company insure a wrap around mortgage?  33:58 - One of the biggest challenges in the note space.  37:36 - Attendee Question - How do I get started in notes? 45:13 - Getting paid 3 different ways…(1) up front like a Wholesaler, (2) every month like a Lender and (3) a bonus at the end like a Note Queen! 47:53 - Difference between an Active Investors vs. Passive Investors.  50:36 - Attendee, Suellen shares diamond resources, benefits of obtaining GIA Certifications and book recommendations. 53:04 - More on wraps and safest ways to do 'Subject To' deals

I don't keep much money in a savings account, money money market account, or treasury bonds. They only pay 5% interest. Instead, I get 10-12% cash returns and semi-liquidity by private lending on real estate and operations with Freedom Family Investments. My guest, the company CEO, Dani Lynn Robison and I discuss how it works. They're a family of 7 real estate-centric companies. They pay me 10-12% on a loan that I make to them that funds their real estate and business operations. You can too. It's called their Master Note.  Text “GRE” to 66866. These private lending programs have just a $25K minimum, accredited and non-accredited, returns up to 12%. Rather than getting in on the equity side here, which is usual, you're getting in on the debt side. This way, you're more liquid than when you buy property yourself. We discuss 3 vital investor questions: Who do you trust? Where do you begin? What's the best path for you? Dani Lynn & I discuss a good investor outcome. We also discuss how when things went wrong, the investor/lender still got completely repaid. I can personally tell you that they've always paid me on-time and in full. Some people don't like to share where they personally invest, but this could really help you. Vocabulary terms explained: financial runway, demand depositor, time depositor, vertical integration. If a high-yield passive return of 10-12% sounds interesting to you, text FAMILY to 66866. Resources mentioned: Show Notes: GetRichEducation.com/475 For 10-12% returns with Master Notes with  Freedom Family Investments: Text “FAMILY” to 66866 Dani Lynn Robinon's book, “Get Real”: https://www.amazon.com/Get-Real-Understand-Estate-Investing/dp/B0BZF99S5K For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments.  You get paid first: Text ‘FAMILY' to 66866 Will you please leave a review for the show? I'd be grateful. Search “how to leave an Apple Podcasts review”  Top Properties & Providers: GREmarketplace.com GRE Free Investment Coaching: GREmarketplace.com/Coach Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— text ‘GRE' to 66866 Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Keith's personal Instagram: @keithweinhold   Timestamps:   The importance of increasing income (00:01:28) The speaker emphasizes the importance of increasing income rather than cutting expenses and discusses the concept of a financial runway.   The need for liquidity in real estate investing (00:04:05) The speaker explains the need for liquidity in real estate investing and recommends having 3 to 5% of the total value of a real estate portfolio in liquid funds.   Investing in residential real estate for strong returns (00:06:44) The speaker discusses the benefits of lending to the long-term stability of residential real estate and related businesses, highlighting the potential for strong returns.   The acquisition and growth of Freedom Family Investments (00:11:35) This topic covers the growth of Freedom Family Investments, including the number of units acquired, funds raised, and the value of their portfolio.   The concept of vertical integration in real estate (00:12:38) This topic explains the concept of vertical integration in the business world, specifically in the context of real estate companies. It discusses how vertically integrated companies have more control over their supply chain.   The Master Note Program by Freedom Family Investments (00:15:45) This topic introduces the Master Note Program, a lending program offered by Freedom Family Investments. It explains the program's features, including high yield returns, liquidity, and the option to compound interest.   Private Money Lending and Investing in Materials (00:20:57) Danny explains the process of private money lending and how investors can invest in materials for discounted prices.   Expansion of Opportunities for Passive and Active Investors (00:23:34) Danny discusses the various opportunities available for passive and active investors, including turnkey real estate, private money lending, and funds.   Minimum Investments and Accredited vs Non-Accredited Investors (00:26:22) Danny explains the minimum investment amounts and the options for accredited and non-accredited investors, as well as the different investment opportunities available for each category.   The trust question (00:30:14) Importance of trust in investment, transparency, and how to choose trustworthy partners.   The worst deal (00:32:21) A story about a bad investment deal, the importance of honoring commitments, and how volume can mitigate risks.   Get Real (00:35:28) Introduction to the "Get Real" book series, the importance of authenticity and transparency in real estate investing, and the power of sharing failures.   Time Deposit Accounts and Demand Deposit Accounts (00:38:36) Explanation of the differences between time deposit accounts (like CDs) and demand deposit accounts (like checking and savings accounts).   Vertical Integration in Business Strategy (00:38:36) Definition and explanation of vertical integration as a business strategy where a company takes ownership of multiple stages of its supply chain.   Financial Runway (00:38:36) Definition of financial runway as the amount of time one can maintain their lifestyle without the need for a paycheck.   Complete Episode Transcript:   Speaker 1 (00:00:01) - Welcome to. I'm your host, Keith Weinhold. Why settle for growing your money at a 5% interest rate in a savings account, money market account, or treasury bonds? You could earn double that or more. In fact, we're talking about exactly where I invest my more liquid dollars myself, often with a real estate centric backing. Today on get Rich education.   Speaker 2 (00:00:28) - You're listening to the show that has created more financial freedom than nearly any show in the world. This is get rich education.   Speaker 1 (00:00:51) - We're going from Hartford, England, to Hartford, Connecticut, and across 188 nations worldwide. I'm Keith Weinhold, you're listening to episode 475 of the Get Rich Education Podcast, the Voice of real estate investing since 2014. Don't live below your means. Grow your means. It's in your genes. Most people tie up so much life energy in their job, and they're scared to death of losing their job because it provides everything to them, not just their salary, but their health care, their retirement, and even who they are.   Speaker 1 (00:01:28) - And then even their very identity is in their job now. So that might be okay, especially if you truly get a deep existential meaning from your job and you get that sense. In fact, in that case, thank you. You're probably serving society, and I might be a beneficiary of that. But now we isolate the fine part of your job. It is a real mystery to me how so many study, how work works, so few study how money works. And yet money is the main reason that people go to work. In the personal finance world, it's more important to increase your income, then cut your expenses. Spend more time building a cash flow statement. See that's constructive to your standard of living, not a budget which is destructive to your quality of life. Think of residual income in terms of what I'd like to call your financial runway. Your financial runway. Yeah, it is that amount of time you can maintain your lifestyle without the need for a paycheck. So the length of your financial runway is measured in time, and it is critical for you to lengthen this runway if you hope to retire early and it can dramatically reduce your stress.   Speaker 1 (00:02:49) - Level two well, that can create outcomes so that you can say, go on a super long vacation and make your ostentatious display of time wealth as it is now. At some point in your life you probably listen to and had. The real estate pays five ways epiphany. And it is really compelling to then keep the majority of your capital invested there, for sure. But you likely don't want to keep absolutely 100% of your dollars there because you need some liquidity to fund the operations of your daily life. In fact, you can make the case that you need more liquidity than a non real estate investor does. Now, a six month emergency fund is the rule of thumb for laypeople, but on top of that is real estate investor. It's also a good idea to have 3 to 5% of the total value of your real estate portfolio in liquid funds. Now, a lot of people hold liquidity in a bank, and you do that as either a demand depositor or a time deposit. In fact, in banking vernacular, do you know the difference between demand deposits and time deposits? Well, demand deposit accounts, they include things like checking accounts, savings accounts and money market accounts.   Speaker 1 (00:04:05) - And they're called demand deposits because they allow you to withdraw your money from the account whenever you want to. That is different from time deposit accounts, like a CD, which requires you to deposit your money for a specific length of time. So that's the difference between a demand deposit and a time deposit. So time deposits like a CDS certificate of deposit. Therefore they pay you a high your rate of interest in exchange for your reduced liquidity. Now with that understanding, let's take a time out here to remind ourselves of something. When money flees the stock market, which it often does, it usually ends up in bonds as demand for bonds goes up, their interest rates go down. Then, as bond interest rates go down, investors go back to stocks in pursuit of yield and everything reverses. So that is an ebb and flow of funds, which creates a degree of equilibrium. But it also moderates your return. And you're also never going to get in and out at just the right time trying to time those markets.   Speaker 1 (00:05:22) - So when it comes to your dollars that you don't have being actively leveraging real estate, you know you can't hit every note in the symphony yourself with just one investment vehicle. It takes an orchestra full of your prosperity, all your dollars, all playing their notes boldly to help you hear the complexity of the. Position. Well, when you park money at an everyday bank or a treasury bond. Either way, you're now making a loan and oftentimes the exact way that that loan is backed your collateral that's actually unknown to you. Well, instead of that, what we're talking about today is that you can lend to the long term stability of residential real estate and related businesses and still get a strong return. And yes, I'm focused on the resilience of residential, just like we have here at from day one. Now, when it comes to something more precarious, really touchy section like office real estate. We work. They're expected to seek chapter 11 bankruptcy protection after that embattled office space company missed interest payments that it owed to its bondholders.   Speaker 1 (00:06:44) - So instead, you can keep your more liquid and semi liquid dollars working for you as a loan to someone else in residential, and enjoy some of the condensation on that pipe with returns that are about double what you can get on a 5% savings account today. Now, today it is the right time to talk about returns of 10% plus, because just a year or two ago, we were in this inversion where inflation was higher than interest rates. That's atypical. In fact, in June of last year, CPI inflation peaked just over 9%. And you got to ask yourself, how attractive is a 10% return on your liquid dollars? If inflation is 9%, well, that's not attractive to you at all because you real rate of return would only be 1% in that case. But now with inflation down, you can get a higher real return again. Today, interest rates are higher than stated CPI inflation and even the true rate of inflation. If you know where to look for that and you have a sense for what that is today, I'll help you know where to look, because it's exactly where I invest my liquidity today.   Speaker 1 (00:08:02) - See, in order to do this, it's really investing like a billionaire. And you don't need to have some wealthy sounding name like Brandon Meriweather, Rudiger, Bertram Lawrence, Perry Bottom or Carruthers Davenport. You don't need any names like that. You just need the knowledge. No, I guess I won't call you Carruthers if you preferred, but I think you'd sound like a guy that blows rings of smoke into people's faces. And I don't think that's a good look for you. We'll talk to the custodian of my funds here shortly. I make private loans to her company. She and I both serve on the Forbes Real Estate Council. She is a strong visionary, and she's not afraid to discuss problems either. That's something I really like. In fact, I'll be sure that comes up. This could really help you today. That's next. I'm Keith Weinhold in your listening to get Rich education. Diary listeners can't stop talking about their service from Ridge Lending Group and MLS. 42056. They've provided our tribe with more loans than anyone.   Speaker 1 (00:09:10) - They're truly a top lender for beginners and veterans. It's where I go to get my own loans for single family rental property up to four plex. So start your prequalification and you can chat with President Caeli Ridge personally, or even deliver your custom plan for growing your real estate portfolio. Start at Ridge Lending Group. You know, I'll just tell you, for the most passive part of my real estate investing, personally, I put my own dollars with Freedom Family Investments because their funds pay me a stream of regular cash flow in returns are better than a bank savings account up to 12%. Their minimums are as low as 25 K. You don't even need to be accredited for some of them. It's all backed by real estate, and I kind of love how the tax benefit of doing this can offset capital gains in your W-2 jobs income. They've always given me exactly their stated return paid on time. So it's steady income, no surprises while I'm sleeping or just doing the things I love. For a little insider tip, I've invested in their power fund to get going on that text family to 66866.   Speaker 1 (00:10:27) - Oh, and this isn't a solicitation. If you want to invest where I do, just go ahead and text family to six, 686, six.   Speaker 3 (00:10:39) - This is Hal Elrod, author of The Miracle Morning and listen to get Rich education with Keith Weinhold and Don't Quit Your Daydreams.   Speaker 1 (00:10:56) - Okay. I'd like to welcome back onto the show today, the co-founder and CEO of the whole operation Freedom of Family Investments. There's seven real estate centric companies based in Centerville, Ohio. By the way, the other co-founder is her husband, Philip, whom you've heard on the show before. Hey, we are graced with the presence of Dani Lynn Robison.   Speaker 4 (00:11:15) - Hello, Keith. I'm so happy to be here.   Speaker 1 (00:11:18) - So good to see you again. I've got to congratulate you on your success. You've got 62 team members. They're now in your vertically integrated companies. And by the way, that's a term vertically integrated that might throw some listeners off. I'm going to come back and explain just what that term means. They've done over 1500 deals now.   Speaker 1 (00:11:35) - They've acquired 600 plus units since 2020, and they've raised more than $20 million through podcasts and word of mouth. And they now have a portfolio valued at $32 million. Plus, they've been in real estate since 2008. And they'll tell you that they have a perfect track record of always returning investor capital, including to me, I'm one of their investors and paying 100% of the returns as promised, even if they themselves lost money on a deal. We'll talk about what losing money on a deal looks like in a moment. And in fact, you, the listener, you've probably heard me talk about how I personally participate for a high yield return with them myself, with Danny Lin's company backing me near the middle of Gary. Episodes like this right here. You know, I'll just tell you, for the most passive part of my real estate investing personally, I put my own dollars with Freedom Family Investments because their funds pay me a stream of regular cash flow in returns are better than a bank savings account up to 12%.   Speaker 1 (00:12:38) - Well with having. Listen to that. Danny, I want to ask you about your master note program shortly. But first, since this is get rich education, emphasizing the education part here, I think the term vertically integrated, that might throw some people off. It sounds like a mouthful. And. And what is that, Danny Lynn seven syllables. But it is a term that you, the listener, you see that and hear that across the entire business world, vertically integrated. That's a term for a business strategy where a company takes ownership of two or more stages of its supply chain. So, for example, a vertically integrated automaker, they might produce automobile components and vehicles and also sell directly to customers. All right. That's ownership of multiple stages of a supply chain. So to me it comes down to vertically integrated. It means that you now have more control. So Danny tell me about how that vertical integration applies to your seven real estate companies.   Speaker 4 (00:13:41) - You nailed it. As far as the definition and really why we created all of the companies when we first initially created our turnkey real estate company, we hadn't had the intention of bringing everything in-house.   Speaker 4 (00:13:54) - But as we outsource different pieces of the renovation or the property management, we found that the lack of control that we had was hurting us and hurting our investors. And so one by one, we would bring in a company. So first was renovations. Because of all the contractor nightmares that many fix and flippers have experienced themselves. We had them too, and in spades because we were doing volume. So we brought that in-house first so that we can control the subcontractors and the project management and the scopes of work and how we paid our contractors. The next thing we brought in house was property management. And then we had a brokerage so that we could just list our properties on the MLS internally and keep that in house as well, since we had to have a broker anyway. And then acquisitions got brought in-house because the wholesalers were buying all of our deals from went dry with deals and we're like, hey, we need deals. And so we brought the marketing in-house and started doing acquisitions. And then I've told this story of drugs, thugs and bugs many times about our 56 unit apartment complex.   Speaker 4 (00:14:54) - That led to company number six, which is our funding syndication company. That was a really great company because it allowed our private money lenders to be able to start putting their money to use 24 over seven instead of going in and out of deals. And then company number seven is going to be a hard money lending company, because as we've raised all of this capital, we found that there's times we have excess capital and we don't want to say no to incoming investors. So we started using that to network with our mastermind groups and saying, hey, let us know if you've got a deal going on. We'll underwrite it. And if we feel like it's a good deal, we'll go ahead and lend on that deal for you. And it allowed us to keep putting that money to work for our investors. So it's been really fantastic. Help us as an internal company, helped our investors be able to earn more returns and helped other our entire network just do more things with us.   Speaker 1 (00:15:41) - That's a vertical integration. And like that it hadn't heard that before.   Speaker 1 (00:15:45) - Drugs, thugs and bugs can lead to an epiphany that creates a new company bringing more in-house. So you have to listen to the least you need to remember is vertical integration. That means control. And one of your company's vertically integrated into that, Danny, is something that can benefit the listener here, and that is your lending arm. Now, your most popular program for giving everyday investors high yield returns is your master note program. That's actually a common program in the private lending industry, but some might not know about it. So go ahead and talk to us about what your master node program is.   Speaker 4 (00:16:25) - So this was brought to us by an investor who was working with us and said, hey, I love your private money lending program. You know, I've researched you. He actually found us on Forbes and came to our office and visited and said, I would really love to lend, but I don't necessarily want to keep going in and out of deals. And so we worked with an attorney and said, hey, what can we do in order to keep an investor's money at work? And so he talked with us and we explored different ideas, and we kind of went back and forth between us and the investor and the attorney and ultimately created this program called the Master Note Program, which offers investors 10 to 12% returns.   Speaker 4 (00:17:03) - It offers them liquidity so they can get cash out at any year that they want. So they'll invest in every single year they have the opportunity to say, hey, I'm going to go ahead and give you 180 days notice to get my cash back. So the liquidity piece has been really, really powerful, especially for private money lenders, because they reason that private money lenders like that program is because they know that, that they're going to get their capital back in 12 months or less. And at that point in time, they're going to say, hey, do I want to invest again? Yes, okay, I do. Or hey, I could use this money for something else that I was waiting for. And in the meantime, it was earning interest while I was waiting to use it for this other avenue. So the master note program was really just meant to have flexibility and to be able to customize the program based on the investor's goals. So what we've done is created a five year auto renewing note.   Speaker 4 (00:17:55) - So that way these investors can say, hey Danny, I've got $100,000. I'd like to invest that with you. And at that $100,000 level, that is 12% interest. And so they put the money in, and they know that every single year it's either going to auto renew or they're going to say, hey, I'm ready for the money to come back to me. And it also allows us to give them compound interest. I would say over half of our investors are not investing with us for distributions or cash flow. They actually are investing with us because they trust us and they trust our track record, and they want their money to grow. And so they actually choose to compound instead of taking the distributions, which allows for faster growth.   Speaker 1 (00:18:39) - Your master note program 10 to 12% returns. I know it's just that 25 K minimum. So it's really available to investors. So okay. Unlike an all say five year certificate of deposit from a bank that might only pay you 5%. Plus you're illiquid for five years.   Speaker 1 (00:19:00) - With a conventional instrument like that, you can cash out your master note any year, or you can just keep rolling it over. You have the option.   Speaker 4 (00:19:09) - Exactly right. And so what's interesting is we all like liquidity. I know Philip and I like liquidity. It's nice that you got this peace of mind that you can access your capital if you choose to do so, but in reality, most of us leave the money exactly where it's at. We like to see the growth. We like to see, you know, the returns that we're getting. And we get excited and we're like, where else am I going to put this money? So I love having the ability to get it back. But I would say 95% of the people in our master program and even our funds, after they get to the period in which they committed to, whether that be a year or three years, just depends on the vehicle that they're using. They stay there like, I love this, this is fantastic. You can keep my money and just keep it growing.   Speaker 1 (00:19:51) - Real estate is largely thought of as an equity based investment. You're the listener, putting 20 to 25% down and borrowing the rest. That's great. We talk about the virtues of doing that all the time, but you are not very liquid when you do that. Here. We're getting on the opposite side rather than being on the equity side. You're on the debt side, you're making a loan and you have higher liquidity this way.   Speaker 4 (00:20:18) - Exactly right. And so with our master Note program, the way that we worked it out with the attorney is it's used for both deals and our business growth. So that's really important that I think that we talk about because the private money lending. Let me give an example. Private money lending. You are going to maybe loan a $70,000 and that's going to cover an acquisition and rehab of a property. But maybe you had $100,000 available. Now your $70,000 is backed by a lien on that property. And then once we're done with the rehab and once we resell the property, then we're going to give you all of your capital back, plus the interest that you were owed for the time that we borrowed your money.   Speaker 4 (00:20:57) - Now, this is where our private money lender said, Danny. Danny, will you keep my money? And if you're a private money lender, I have to say no, I can't. I have to give you back your money because you have to sign a release of mortgage. There's a lean on that property. You have to sign the release that you got your capital back, and then we can give you another deal. And that might take two weeks or two months. What the most master program provided for investors was allowing them to invest with us still being used on deals, but for our protection, if we didn't have a deal to put money into, then we can use it for the growth of the company. So right now we're actually partnering with another investor who is out of Columbus, and we are creating a home supply company of materials. We have this opportunity to buy materials at huge, huge, massive discounts. And so we're working on acquiring the office space that we're in, which has 20,000ft² of warehouse right next to us, and we're going to buy in bulk all of these materials.   Speaker 4 (00:21:54) - And not only is that reducing the cost of our business and our rehabs, but now we can help other investors in the local area save money. And we have created a revenue stream. As a result, the growth of all the companies has been a result of working with investors exactly like this. So now the investor gets to say, hey, Danny, I'm going to give you $100,000 and I'm going to invest it in this master note program. Now they got to use $30,000 or more of their capital, as opposed to the $70,000 example I use for private money lending, so they can put all the capital they want to use. And then me, if I have a $70,000 deal, that I'm still going to use it on that same deal, and it's owned by our company, and then that other $30,000, then I can use it for things like we're buying materials in bulk, and it's allowing us to save money on those rehabs. It's allowing us to create another revenue stream. So it allows us to have a little bit of flexibility, and it allows the investors to have a higher return, still have that liquidity piece and still have it backed by real estate and or our business.   Speaker 1 (00:22:59) - Well, what an explanation. And you know what's interesting, Danny Lee, and listening back to that is the realization that most bank depositors don't have any idea how that bank is investing their money. They don't know how their deposit is backed at all. But with an explanation like that, that's substantive, we really do hear. So it's really an interesting contrast. We discussed the details of your master note program, including where you can get up to a 12% return. Tell us about the other opportunities that you have besides your master Note program.   Speaker 4 (00:23:34) - Because of our vertical integration, we have many different things that we can offer. If you're a passive investor, we have turnkey real estate. We do have private money lending, the master node program. We have funds that also provide great returns. And one of them we're getting ready to launch in the next couple of weeks, is offering even more liquidity, allowing people to get in and out in 90 days. So for those who don't want to wait a full year, maybe they just want it.   Speaker 4 (00:23:59) - Hey, I just want to put my money to use and I want to have this access to it every 90 days. We're now allowing people to have that option, and that is really a reflection of our conversations with investors in seeing what they want based on today's market, today's economy, what they feel comfortable investing in. So that's some of the passive investor opportunities for our active investors. We don't typically serve them. But I thought, hey, you know what? We are buying all of these deals and we're getting all of these leads, some of the deals we don't want, maybe because we have enough and we don't want to buy another one because our rehab team is stretched and we don't want to have a house sitting for a couple of months for our rehab team to be able to get to it sometimes. There's other reasons. So now we are starting to wholesale properties to investors who are active, that are wanting to flip the properties themselves for a higher profit. And because we are vertically integrated, we said, hey, if you want to buy one of these wholesale properties that we're not buying ourselves, we have a renovations department, we have a property management department, we have a brokerage.   Speaker 4 (00:24:58) - So if you're an out-of-state investor, you've got an entire team you can leverage through us to be able to buy a property as is, get it renovated, and then either sell it on the market or hold it and have our property management company look after it. So we're just continually trying to expand what we can do in service of other investors.   Speaker 1 (00:25:18) - I love that we can let the term vertically integrated just roll off our tongue. Now that everyone knows that, it means having control of multiple portions of the supply chain of their business, a real estate business. In this case, again, we're talking with Danny Lynn. She is the co-founder and the CEO of Freedom Family Investments. You deal with investors on both the more active side and the passive side smartly. I know, Danny Lin, that you don't call turnkey real estate investing passive, even though it's mostly passive. It's not completely passive. You have both passive and active sides. You know what investors want. You know the pallet of items to offer them with what interests them.   Speaker 1 (00:26:00) - So with that in mind, tell us just a bit more on the landscape overall in just how you serve people. I know a lot of them. For example, they might wonder, do I need to be accredited or do I need to be non accredited? And tell us more about the minimum investments amounts kind of that bar to clear in order to participate with you, just like I am myself.   Speaker 4 (00:26:22) - For the minimum investments, it's $25,000. That's typical for turnkey properties. That's typical for our master node program, and then $50,000 for some of our funds, also our private money lending program. And then for the accredited versus non-accredited, we have both options. So there are rules as to when we can offer certain investment opportunities if you're non accredited. So things like private money lending, turnkey investing, master node program those are all opportunities for non accredited investors. And then for our accredited investors we have funds that are it's 506 C. It's a little bit technical but it's the way the SEC says hey you can talk about this.   Speaker 4 (00:27:01) - You can advertise it but you can only allow accredited investors inside. So as we work with our attorney we are like, okay, we don't want to serve just accredited investors. So how do we make sure that we're serving both at the same time? And so we've made sure to just really have a variety of offerings. And I talked to people a lot about what you said about active versus passive. I think that's a really, really important conversation because many people who are getting into the real estate game, they don't know whether they want to be active or passive, and so many of them end up being active first, only to realize they just created another job for themselves. And then they go, okay, I don't want to do this anymore. I actually want to live a quality life. I want to spend time traveling. I want to spend time with my spouse or my kids and just enjoy life. And I didn't mean to create another job, even though it is building wealth. And then they move to the passive side so that they can get mailbox money or have their money working for them while they sleep, or while you are traveling like you just got back from traveling.   Speaker 4 (00:28:05) - Keith and I loved watching your Facebook post, right? I love having that educational piece of really talking to somebody about what their goals are, what the quality of life is that they want, so they don't make a mistake of going active, only to feel like they lost some time because the active journey is difficult, like it's not been easy to build seven real estate companies, and we've got two more in the wings that we're getting ready to launch that we talked about even the the home supply company. It's not an easy road. You make a lot of mistakes, you lose a lot of money. And so when somebody has capital to invest in, their goal is to grow their wealth, build wealth, have a legacy, be able to retire and not worry about money. Going the active route may seem like I'm going to make more money because I'm going to get the big chunk of equity, but it ends up being something where they learn the hard lessons themselves and then usually waste a lot of time and energy and frustration, only to realize that they probably could have made equal, if not more on the passive side and not had all the stress.   Speaker 4 (00:29:06) - So I love really having that conversation with everybody. I love active and passive investors alike. It's just making sure that they truly know what journey they want to be on.   Speaker 1 (00:29:16) - In my mind, the term ROI return on investment is more active and a term that I've talked about wrote I return on time invested with that being considered that falls more on the passive side with you guys experience and understanding, you're surely quite cognizant of that. Why don't you talk to us about some of the other questions that you get from new investors, things that really they want to know about before going ahead and making a loan and participating in a lending opportunity with you.   Speaker 4 (00:29:49) - So the top three questions that we get is where do I start? Which path is right for me and who do I trust? And I actually talked to one of our investors who has grown his seed capital of $100,000 into $2.5 million with us over the course of four years that he's been investing. Every time he has capital, he's like, what opportunities do you have and where can I put my money? And again, we talk about compound.   Speaker 4 (00:30:14) - He has been compounding since day one with us and is really allowed his capital to grow extensively. I was interviewing him to tell his story about his journey with us and his experience. He actually said, you know, those questions are funny, Dannielynn. I would tell you that you should ask them in the opposite order. You should say, who do I trust? And then once you know who to trust, then ask, where do I start and which path is right for me? And I do agree that the trust question is the most critical piece of the puzzle, right? So many times I get on the phone and I talk to investors who have lost money working with somebody else, and so they've maybe heard me on your podcast or seen me somewhere else and heard me say over and over, private money lenders, our investors are our number one priority. I am never going to put myself in a position where they're not receiving their full capital back, receiving every single penny owed for the interest of the time that I was using their capital.   Speaker 4 (00:31:11) - And I'll allow myself to lose money to make sure that they get paid. And that's so important to me that I tell people very often they said, you want to work with people that will be transparent enough to say, this is my worst deal, this is what happened. And what you're going to get by asking that question is a revealing of their character. Yeah, who they are. How did they treat that situation? How was the investor treated in that situation and what happened? Did they tuck tail and run? Do they walk away, which many investors do? They get frustrated and they're like, oh my gosh, I lost all this money. What am I going to do? And they just they stop answering their phone. They stop answering emails. And then the investors are stuck with the house. I think the questions like that are really important. Looking at track records and just asking the hard stuff, understanding the true nature of a person. And then lastly, the which path is right for me is a question of really understanding that active and passive piece, and then understanding your goals when it comes to money, is it cash flow, is it growth? Is it tax benefits? Is it liquidity? What are the things diversification.   Speaker 4 (00:32:11) - There's so many goals you can have in investing. And if you don't know the questions to ask, then you might not be hitting the goals that you truly desire in life.   Speaker 1 (00:32:21) - We learned about a really good investor outcome there. How about a bad outcome or a worst deal? And then how did you cover that to make sure the investor is made whole?   Speaker 4 (00:32:33) - Our worst deal is a duplex in Dayton. And what happened was one of the reasons we brought our renovations company in-house, because we had a project manager, we had a runner, and one of the processes that we have is when the contractors are rehabbing a property, then the runner will go to the properties and just double check that what their invoice is saying, that they actually did the work and then we will pay them. So the project manager is trusting the runner. The runner is saying he went to the houses and we're paying this contractor. And it turns out one of the contractors had not done anything. The pictures that they were submitting to us was from another property they were rehabbing, so it looked like he was doing the work.   Speaker 4 (00:33:12) - The runner? Yep. The runner was relying on those pictures as his proof instead of actually going to the property and physically seeing the work being done. And we were paying them as a result of this hierarchy of process that we had. So we ended up having a property where none of it got rehabbed, and we paid the full amount of rehab to that contractor. So we had to pay for the rehab twice. So in this situation, we lost over $50,000. Our investor didn't even know what happened. And I say that not because we weren't being transparent, it's because we were going to do exactly what we said we were going to do. They were going to get all of their capital back, and they were going to get every single penny of interest owed. We ended up asking them at the end of 12 months, do you mind extending on this loan? We're still working on it. It's okay if you don't want to. We will still get you paid back, plus all interest, and we'll replace your loan with another private money lender.   Speaker 4 (00:34:06) - They said no, it's no problem. Absolutely. You can extend. So by the time it was all done we actually had the house fully rehabbed. We had lost a lot of capital. The reason that we can cover situations like that and make sure that we're honoring our word to our investors is because we do volume. When you do volume, I tell people, this is what I say. If you've been in real estate long enough, you understand you're going to lose money. You're understand that you're going to pull back walls and find things that you did not anticipate. So doing volume was our way of mitigating that risk. If we're doing ten deals a month and two of them go bad, well, we've got eight others that are covering the two that went bad. And so it's a numbers game for us knowing that we're going to find some duds, we're going to make some mistakes. And that's okay because we're playing the volume game.   Speaker 1 (00:34:53) - Ah, that harrowing story about the contractor and the rudder that comes back to the old Ronald Reagan trust, but verify they're right.   Speaker 1 (00:35:01) - So. Right. Well, thanks for sharing a more difficult story with us like that. Well, Danny, as we're winding down here, you do a lot of things there at Freedom Family Investments because you have this big holistic picture. Since you are vertically integrated company, and that's given you the experience and the wisdom. Do a lot of things. I know you have a book published and you're speaking at events around the theme get real. I own your book. Get Real. Can you quickly tell us more about it?   Speaker 4 (00:35:28) - So our very first book was Get Real, understand Real Estate Investing before it's too late. And it was just our first book. And it's going to be a series of Get Real Books was our first book to really introduce people that were new to real estate. What is it? Why do we love it? Why do we have such a passion for building real estate businesses and love that we can not only grow wealth for ourselves, but we can help other investors do the same? And then the get real part of it.   Speaker 4 (00:35:52) - The reason that we love this is actually one of my marketing team members, actually, you know him, Matthew. He's the one that came up with a Get Real brand. And it's really become something that people say, hey, Flip and Dani, you guys are so down to earth, like, I feel like I can talk to you about anything and you're so transparent. You tell us the ups and the downs and the crazy roller coaster rides, and there's so many people that are on social media or on podcast that will just tell you the rosy rainbows and sunshine stories, you know, as if nothing goes wrong. And I think reality is, is people want to work with people that are just more authentic, that are willing to share, hey, I'm human, I'm not perfect. We're going to make mistakes, but watch how we correct those mistakes, watch how we act during those situations. I think if you can do that, you actually gain more trust. And that's something that surprises a lot of the masterminds that I'm in.   Speaker 4 (00:36:43) - When I say they say, how do you have so many investors? How do you raise so much capital? I'm just like, I'm just authentic and transparent about everything that we do. And that garners a lot of trust in the people, because not a lot of people are willing to talk about their failures. That $50,000 loss on a duplex. And I don't know why, but it builds trust instead of loses it. And their jaw drops to the ground going, oh my goodness, I can talk about my failures. And I'm like, yes, start. People want to know that you're real. So I think that that get real concept is important. So we're going to keep on building creating some more books. We have investors that are giving us ideas of, hey, write a book about this. So we're going to keep on releasing them. And we're also speaking in events nationwide and just really just getting down to earth for people and letting them know, hey, stop telling yourself your can't. Anybody can build wealth.   Speaker 4 (00:37:32) - If you run a great podcast, you have so many loyal listeners and we love talking to them, and you have helped educate people for years and years and years, and we just need more people out there doing that.   Speaker 1 (00:37:45) - Well, thanks. The name of the platform and book is Get Real, Danny. Dannielynn, in closing, why don't you let our audience know about the best way to reach out to you and learn more about your private lending programs, including your Master Note program? Because for you, the listener, if this sounds interesting, here you go. Mean this is where I tie up a lot of my liquid funds for a high return. Let our audience know how they can learn more.   Speaker 4 (00:38:11) - All you have to do is text family to 6686, six.   Speaker 1 (00:38:17) - Dani Lynn, it's been valuable. As always. Thanks so much for coming back onto the show.   Speaker 4 (00:38:21) - Thank you so much, Keith. It's an honor.   Speaker 1 (00:38:29) - Yeah, good stuff from Dani Lynn Robison of Freedom Family Investments. Today, let's review what we've learned.   Speaker 1 (00:38:36) - Demand deposit accounts, which include things like checking accounts, savings accounts and money market accounts. They allow you to withdraw money from the account whenever you want, whereas time deposit accounts like CDs require you to deposit your money for a specific length of time. Vertical integration that's a term for a business strategy, where a company takes ownership of multiple stages of its supply chain and the term financial runway. That is, the amount of time you can maintain your lifestyle without the need for a paycheck. As you know, I often like to leave you with something actionable. Their Master Note program offers 10 to 12% returns, some liquidity, and just a 25 K minimum. And another way to think about it is that, in fact, then that is a 10 to 12% cash on cash return. And if you're interested in being more nimble than that, there are other lending programs where you can get a strong return with just 90 day liquidity. And to get started on any of them, or simply learn more. Text family to 66866.   Speaker 1 (00:39:45) - Until next week where we've got a great show for you. I'm your host, Keith Weinhold. Don't quit your daydream.   Speaker 5 (00:39:55) - Nothing on this show should be considered specific, personal or professional advice. Please consult an appropriate tax, legal, real estate, financial or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of Get Rich Education LLC exclusively.   Speaker 1 (00:40:23) - The preceding program was brought to you by your home for wealth building. Get Rich Education.com.

One of the common habits of High-Income Earners and Professionals is that they are deliberate and focused on their goals and how they begin their day. They know that the way they start their morning can have a massive impact on their mood, energy, and productivity throughout the day. That's why they practice some simple but powerful routines every morning, such as expressing gratitude for what they have, reviewing and visualizing their goals, doing some physical exercise to energize their body and mind, and Affirming positive I AM Statements boosts their confidence and self-esteem. By doing these things, you can set yourself up for success and create positive momentum for the rest of the day. Scott shares part of his morning routine with you and some personal stories about how it helps him achieve success as an Active Investor. This is not investment advice or an endorsement of the securities or property mentioned. Please Press FOLLOW on the platform you're consuming this on and LEAVE A 5 Star Review to help support the show. Official Website: http://www.hotwallet.ca Follow Scott on Twitter: http://www.twitter.com/scottrades Send me some SATS on Fountain.fm: https://fountain.fm/hotwallet?code=645358d750 Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Spencer and Hunter in this insightful episode as they speak with Clay Collins -- an investor-friendly agent in Birmingham -- about his expertise in winning deals in the local market.  Get ready to discover: The latest market trends and insights in Birmingham Proven strategies for getting started with investing in Birmingham The benefits of working with an investor-friendly agent and a property management company How motivated buyers and sellers are leveraging these advantages to secure the best deals =================================== Contact Clay:  Phone: 205-563-3054 Email: CCollins@Evernest.co  =================================== Subscribe to our podcast and leave us a review if you enjoyed this episode!  =================================== Connect with Matt and Spencer: Evernest.co Visit the Podcast Website: TheBirminghamRealEstateInvestor.com Email the Show: podcast@evernest.co ----------------- Production House: Flint Stone Media Copyright of Evernest 2023.

Abby Glennie, manager of the abrdn UK Mid Cap Equity fund, joins us to celebrate our 250th episode by talking all things FTSE 250 - the UK's 250 mid-sized companies. Abby and Darius discuss the types of companies listed in the FTSE 250 and their attractive qualities for long term investors. Abby also tells us that more mid-sized companies can be found in the AIM index and gives a number of examples to illustrate the long-term growth potential of mid-cap stocks and the fund's ability to “run its winners” - including familiar names like Hollywood Bowl and Greggs. What's covered in this episode: The type of companies listed in the FTSE 250Why some companies listed on the AIM market could qualify as mid-capThe growth potential of FTSE 250 companiesFTSE 250 performance compared to the FTSE 100 What makes mid-caps attractive for active investorsFive long-term holdings in the portfolio, including familiar names Hollywood Bowl and GreggsHow the ‘Matrix' aids in stock selection and portfolio constructionThe fund's two quality factors: Key and Z-scoresThe investment case for gaming company Keyword StudiosWhy people got the gaming sector wrong during CovidThe hidden strength's that could drive Greggs' future growthMore about this fund: The abrdn UK Mid Cap Equity is a high conviction strategy which invests in medium-sized companies for the long term. It focuses on businesses when they are well established, but still have a long runway of growth potential. Manager Abby Glennie has delivered excellent performance across a number of strategies. This fund is no exception. Her process leans on abrdn''s screening tool, ‘The Matrix', and is backed up with rigorous fundamental research and regular company meetings.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

Financial planning should be a family affair, upgrading your TV in time for the big game and taking charge of your investments by becoming an active investor.

Kyle Harrison is a General Partner @ Contrary and one of my favorite writers on the venture space with his blog, Investing 101 2.0. Before joining Contrary, Kyle worked in the ranks of some of the biggest and best names in venture, starting with a spell at TCV before moving to Coatue and making his final stop at Index. Across firms, Kyle has led or participated in investments including Ramp, Pave, Anduril, Gitlab, Databricks and Snowflake to name a few. In Today's Episode with Kyle Harrison: 1.) From Film Lover to Technology Investor: How Kyle went from creating a professional services marketplace around film to joining the ranks of TCV and investing in breakout technology companies? What was Kyle's biggest takeaway from TCV? How did it impact his mindset? What was Kyle's biggest lesson from working with the Laffont's at Coatue? How did it change the way he thinks about price and market sizing? Why was Index such a transformational school of venture for Kyle? How did that experience change how he thinks about what it takes to be a great investor? 2.) The Death of So So Venture Firms: Why does Kyle believe many of the "so so" venture firms will die? What does Kyle believe makes a venture firm "so so"? Who is vulnerable then? How does Kyle think the lifespan and "death" of venture firms will change in the next decade? 3.) The Rise of "The Blackstone of Venture Firms": How does Kyle define "the Blackstone of VCs"? Who are they? With increasing fund sizes will we see VC returns denigrate to PE returns? How is the world of family offices changing the venture environment? Will we see more or less money flood into venture over the coming years? Of the incumbents, who has done "The Blackstone" model well? Why? Who has failed? Why? 4.) The Rise of Community in Venture: What does "community" really mean to Kyle? Why does he believe it will play such a prominent role in the way the best invest in the future? How have existing players failed to build, sustain and productize communities? What are the best opportunities for new entrants to create and utilise communities to invest? Items Mentioned in Today's Episode: Kyle's Favourite Book: Reinventing Knowledge: From Alexandria to the Internet

Our guest today is the President and Founder of TZK Properties and brings twenty years of finance and sales experience to his business. He started as a CPA with PriceWaterhouse and PepsiCo and then  transitioned into sales, selling software applications for several technology companiesPrior to establishing TZK Properties, he was responsible for the sale of residential and multifamily whole loan pools and was involved in over $4 billion in loan portfolio transactions.He is also the host of the "Darin Batchelder's Real Estate Investing Show".You can find out more about our guest and how you can work with him by visiting  darinbatchelder.comSPECIAL OFFERS FOR OUR LISTENERS:For anyone interested in using the great service Groundbreaker provides, we have an amazing offer for you. Just type "HSQUARED" into the "optional Note"  section on the demo form to get 10% off your first 3 months.https://groundbreaker.co/Find out how to access your retirement funds tax-free and receive a free book!!https://book.eqrp.co/hsquaredcapitalPublished: Nov. 11, 2020

As an active investor, what are all the different things we need to know? I think we need to know: - A bit of economics: the fundamentals of micro and macro economics: how economic incentives and constraints shape human behavior, the history of capitalism and its enormous power to create wealth for business owners, etc. - A bit about how businesses work: how they compound capital and generate returns for their owners, the magic of retained earnings, etc. - A bit about accounting and financial statements: how to read and interpret them, how to use them to distinguish wonderful businesses from so-so ones, how to read 10-Ks and 10-Qs, etc. - A bit of financial modeling: the basic math behind predicting and evaluating financial time-series, cash flows, IRRs, inflation adjustments, etc. - A bit of probability and decision making under uncertainty: the logic behind diversification and portfolio construction, intelligent re-balancing, the pitfalls of averages and expectations, the math of survival (Lindys vs Turkeys), statistical significance, distinguishing luck from skill, the fundamentals of intelligent risk management, etc. - And finally, a bit about our own psychology: common biases we tend to harbor, slow thinking vs fast thinking, survivorship bias, how fear and greed and envy shape our behavior in markets, etc. In this episode, we'll go over this “curriculum” — the various topics in it and how investors can efficiently learn these topics and put them to practical use. DISCLAIMER: None of this is investment advice. Download the Callin app for iOS and Android to listen to this podcast live, call in, and more! Also available at callin.com

Good traders know how to cut their losses before a bad trade turns into a big mistake. But knowing when to take profits? Well, that can separate a good trader from a great one. IBD's Alissa Coram and Scott St. Clair discuss key offensive sell rules.

Welcome to the first Best Ever Round Table, where the three Best Ever Show hosts come together for a deep dive into a commercial real estate investing topic. In this episode, Ash Patel, Slocomb Reed, and Travis Watts discuss when they think active investors should consider passively investing. Here are some of their responses: Click here to know more about our sponsors:  Cash Flow Portal | Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss 

In this episode, Wayne talks to The Kitti Sisters—Palmy and Nancy—about how to mitigate risk for both passive and active investors. The Kitti Sisters discuss their journey of owning over 11 apartment projects with more than 2,600 doors. Palmy and Nancy are first-generation immigrants who were reliant on one income stream despite owning successful fashion manufacturers. The income they worked so hard for dried up. They had to find a different way to financial freedom. The Kitti Sisters became entrepreneurs, real estate investors, and apartment syndication experts. They are dedicated to teaching others how to live their lifestyle dreams without having to manage apartment complexes or find tenants. Topics on Today’s Episode: Backstory: Why Palmy and Nancy transitioned from world of fashion to real estate Why real estate syndication? To escape daily grind for stability, reliability, and scalability Why start small?! Takes too much time, money to buy houses, make comfortable living Why apartment syndication? From flipping business to passive investors for cash flow Hurdles: Culture, not immigration status was challenge to buy large, multifamily assets Inflation: How Kitti Sisters underwrite with federal loan rate changes, supply challenges Multifamily Markets: Consider cap rates, affordability, supply, demand, other variables Risk Mitigation: Any investment comes with risks, try your best to mitigate known factors Additional Asset Classes: Diversify in multifamily but concentrate to build wealth

Welcome back to today's show! If you are wondering what it is like to invest in Commercial Real Estate, you have got the right person to ask. Today, let me share with you a presentation that I did with a live group a week ago. I will also be sharing about the 11 Million investment deal that I completed around 2018 or 2019. Listen throughout the episode to find out more about Commercial Real Estate investing. Don't forget to share this with someone you know who is interested!   [00:01 - 02:59] Opening Segment Thank you for tuning in for today's show! I will be sharing what worked for me and other investors in Canada I hope this episode is insightful for those who want to know more about Commercial Real Estate investing [03:00 - 37:30] An 11 Million Dollar Deal Disclaimers Why do I invest in Commercial Real Estate My business model My philosophy A couple of big lessons from my mentors Watch out, Passive and Active Investors Gems to Treasure from Sam Zell Multifamily projects and Industrial Warehouse deep dive The Marketing Material Banks are not in the deal to lose money Secret shopping An Acquisition Timeline Variables on a QS Report Important Takeaways Take note of this, Passive and Active Investors [37:31 - 41:58] Closing Segment Final Thoughts Let's plan out 2022 next week! We will begin coaching sessions next month! If you are interested in my coaching and consulting program, please reach out to me through email at shane@shanemelanson.com or see below for my website link. I want to make sure to cater those interested, so please use the word “coaching” on the body or subject line. Don't forget to connect with me and grab ahold of my free book through my website below Tweetable Quotes: “In every deal, I have to justify my existence.” - Shane Melanson “Are you on a growing or a dying market?” - Shane Melanson “When there is very little competition, you get to set the terms on the price.” - Shane Melanson __________________________________________________________________________   LEAVE A REVIEW + help someone invest in commercial real estate with confidence by sharing this episode or click here to listen to our previous episodes. Follow The Investing Podcast on all Streaming platforms. Deezer, Apple Podcasts, Google Podcasts, Spotify, or visit our YouTube Channel. If you enjoyed this podcast and would like to go even deeper into the world of commercial real estate, head over to my website for more information on my services, new book, and my blog. Follow me on Facebook, Twitter, and Instagram. Or email me at shane@shanemelanson.com  

Title: Look Out: Careful Passive Investment with Dan Handford   Welcome back to today's show! Today, our special guest is PassiveInvesting.com's Managing Partner.   Let's tune in to his story! [00:01 - 05:23] Opening Segment Let's welcome my guest for today's show, Dan Handford I introduce Dan Handford Dan gives a color into his background On Dan's first deals   [05:24 - 32:04] The Life of a Passive Investor How did Dan's first passive investment deal went If Dan could have done anything differently The red flags you ought to look out for Advice for Active Investors interested in Passive Investing More into the red flags What Dan does in Passive Investing space as an Educator   [32:05 - 35:53] Closing Segment  What drives Dan to continue on the Passive Investing space Final Words Connect with my guest, Dan, in the links below Tweetable Quotes   “Honestly I was so eager to invest passively that when I first started to invest passively, I really didn't do a very good job of vetting operators.” - Dan Handford   "One of the red flags that we looked for is if there's nobody on the operations team that has any background or success in business.” - Dan Handford   "We're not going to be successful at Real Estate until we understand how to be successful in business.” - Suja Shyam  ------------------------------------------------------------------------   Reach out and connect to my guest, Dan, through his email dan@passiveinvesting.com   Follow his LinkedIn and check out his website https://www.passiveinvesting.com WANT TO LEARN MORE?   Connect with me through LinkedIn   Or send me an email sujata@luxe-cap.com   Visit my website www.luxe-cap.com or my YouTube channel Thanks for tuning in!     If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Mark T. Hebner is the founder and president of Index Fund Advisors, Inc., (IFA), author of the highly regarded book Index Funds: The 12-Step Recovery Program for Active Investors focused on investor education. Mark's current book and previous editions received praise from financial industry experts and academic luminaries, including John Bogle, David Booth, Burton Malkiel, and Nobel Laureates Harry Markowitz and Paul Samuelson. The book has been nominated as one of the three all-time greatest investment books, along with the writings of John Bogle and Warren Buffett. Hebner is a respected speaker, frequent news contributor, and authority on investing. His life's mission is to “change the way the world invests by replacing speculation with education.” Hebner is especially knowledgeable about index funds, portfolio construction, and the research indexes designed by Nobel Laureate Eugene Fama and Kenneth French. These indexes provide the building blocks for the prudent evidence-based investment strategies that Hebner implements for his IFA clients. Mark is a Wealth Advisor (Series 65) and has an MBA from the University of California, Irvine, and a Bachelor's in Nuclear Pharmacy from the University of New Mexico. He was a member of the Young Presidents' Organization for over 20 years and is currently a member of the World Presidents' Organization and the Chief Executives Organization. Before founding Index Fund Advisors in 1999, Mark was President, CEO, and co-Founder of Syncor International (previously a public company - SCOR) from 1975 to 1985. In Jan. 2003, Cardinal Health acquired Syncor for approximately $850 million. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL

Are you transitioning from being a passive investor to being an active one? Are you an LP who wants to jump into a GP role? Or are you new to real estate investing? Then today's episode with Paul Shannon of Red Hawk Investing will surely add so much value to you! Today's show is also hosted by seasoned real estate broker and podcast host David Robinson.Paul starts by sharing how he started his real estate journey. Paul tried investing in traditional investments like stocks first before he realized that alternative investments like real estate will help him achieve his goals more. And just like most people, Paul's goals are to retire early and have time freedom. Today, Paul shares details of his current deal and he also gives valuable metrics that are helpful for active investors. Enjoy the show!

Learn how to manage your own money today for active investors. Hunter Bill Bailey shares his extensive financial services knowledge through his new book, Active Retirement Investing. Don't become a retirement refugee and get yourself in shape in all aspects of your life for a long enjoyable retirement.

Dr. Charles D. Ellis is the founder and former managing partner of Greenwich Associates, an international consultancy where he advised large institutional investors, foundations, and government organizations in more than 130 financial markets across the globe. He taught investment management courses at the Yale School of Management and at Harvard Business School. He sat on the Board of Directors of The Vanguard Group. In addition, Charley was a successor trustee of Yale University, where he chaired the university's investment committee with David Swensen. He is the author of a number of books including Winning the Loser's Game, which has recently come out in its 8th edition. In the podcast, we talk about: Why it has become harder for investors to outperform the market The rise of highly professional investors The difficulty of finding good investment managers The poor returns of investment managers The importance of time in assessing performance Market timing versus factor investing The impact of monetary policy on markets The problem with bond investing Outlook for equity returns Understanding your total portfolio Think over long time horizons and importance of character Benefit from intelligence of others through index investing Books/articles that influenced Charley: Warren Buffet's annual letters, The Theory of Investment Value (John Burr Williams), Common Stocks and Uncommon Profits and Other Writings (Philip Fisher), Security Analysis (Graham and Dodd), Inside the Yield Book (Martin Leibowitz), Pioneering Portfolio Management (David Swensen)

In this episode of Startup Hustle, Matt DeCoursey and the dynamic duo from M25 that is Victor Gutwein (Managing Partner) and Mike Asem (Partner) talk about why they're so bullish on investing in the Midwest and how they became the most active Venture Capital firm in Silicon Prairie. Find Startup Hustle Everywhere: https://linktr.ee/startuphustle This episode is sponsored by Silicon Valley Bank: https://www.svb.com/ Learn more about Full Scale: https://fullscale.io/ Learn more about M25: https://m25vc.com/   See omnystudio.com/listener for privacy information.

On this episode of Tech Guys Who Invest, we cover how to get prospective deals for active investors. This is part two of a two-part series on how to find deals. We discuss how active real estate investors can find deals. When you’re just getting started, finding deals can be challenging and it can be hard to know where to start. We believe you’ll find this episode helpful in your hunt for potential real estate deals.   For the full show notes head over to tgwipodcast.com/active-deals

CIO Matthew Benkendorf discusses the tech and consumer staples sectors, the new US administration, and monetary and fiscal stimulus. See acast.com/privacy for privacy and opt-out information.

This is the second part of my conversation with Marcus Crigler, founder and CEO of BEC CFO. This episode is can be listened to on its own, but I still recommend that you check out our previous episode because it has some great information. In this second part of the conversation, we focus on the differences between active and passive real estate investors, as well as the implications that has on your taxes. You can find show notes and more information by clicking here: https://bit.ly/3mYqssH

Brandon is the Founder/CEO of The Real Estate CPA. Brandon works with real estate investors, syndicates, and private equity funds to optimize tax positions and streamline accounting and business functions. He believes that real estate investing is critical to building sustainable and generational wealth. Brandon worked at PricewaterhouseCoopers and Ernst & Young prior to launching his own CPA firm, Hall CPA PLLC (The Real Estate CPA). Through the knowledge gain by working with real estate investors, Brandon invests in multi-family properties personally and through his capital group, Naked Capital. Brandon is a Certified Public Accountant and national speaker. Brandon holds degrees in both Accounting and Finance from East Carolina University.

Mauricio is one of the premier syndication attorneys in the country helping real estate syndicators raise hundreds of millions of dollars to pursue their dreams of financial independence. Hi Audience Mauricio is the founder and CEO of Premier Law Group and spends 100% of his practice on syndications for real estate investors. With almost 20 years of securities experience, Mauricio specializes in Reg D exempt offerings and educates investors from around the world on how to navigate the complex world of securities laws.

In this episode we talk about the difference between Passive and Active Investors. We also describe what it takes to be an investor and which type would be the best fit!

Mark Hebner is author of Index Funds: The 12-Step Recovery Program for Active Investors Mark is the founder and president of Index Fund Advisors, Inc., (IFA), author of the highly regarded book Index Funds: The 12-Step Recovery Program for Active Investors, focused on investor education. Mark's current book and previous editions received praise from financial industry experts and academic luminaries, including John Bogle, David Booth, Burton Malkiel, and Nobel Laureates Harry Markowitz and Paul Samuelson. The book has been nominated as one of the three all-time greatest investment books, along with the writings of John Bogle and Warren Buffett. Prior to founding Index Fund Advisors in 1999, Mark was President, CEO and co-Founder of Syncor International (previously a public company - SCOR) from 1975 to 1985. In Jan. 2003, Cardinal Health acquired Syncor for approximately $850 million. As a division of Cardinal Health, it is the world's leading provider of nuclear pharmacy services. Mark is a Wealth Advisor and has an MBA from the University of California, Irvine and a Bachelor's in Nuclear Pharmacy from the University of New Mexico. --- Send in a voice message: https://anchor.fm/incubatorhedgefund/message

Don’t miss out our highlights on Real Estate Talk this week. Agents behaving differently The good and bad of Government measures Making the most of ‘work at home’ Investors still active in NZ From classroom to strategy teacher #RealEstateTalk #RealEstateTalkPlus #Coronavirus #WorkFromHome #ActiveInvestor #NewZealand #Mentor

Really interesting concept this week. I've heard about syndicates buying existing Amazon businesses, but there's not much content about what happens when people pool their resources and experience together to create an Amazon FBA business. This is exactly what Michael Michelini has done. He cast his net across the globe to try and find investors […] The post TAS 019 : Michael Michelini Talks about how he created a syndicate of active investors who pooled $40K to Kickstart their Amazon journey. appeared first on The Australian Seller .

This week we get to chat with a guy who is making quite a name for himself. He is advocating for greater investor education, in particular with regards to the long-running debate on the value of Active Fund Management versus Passive or Index investing. This is the latest episode in Ireland's only dedicated Financial Planning & Investing Podcast.....available on iTunes, Podcast Stitcher, Podcast Addict and all other podcast players. If you find our podcast or website of any use then we would really appreciate your support, ideally as a iTunes review! We are on a mission to help our readers and listeners to get what they want in their financial lives. Why not subscribe to our community to get access to the latest information once it becomes available. Robin Powell is an award-winning journalist, blogger and content marketing consultant, based in the UK, with specialist expertise in the investing industry. He works primarily work with asset managers and advisory firms at improving outcomes for the end consumer. He also campaigns for better investor education and for greater transparency in global asset management. As well as The Evidence-Based Investor, he edits Adviser 2.0, a blog which explores the changes taking place within the financial advice profession. He is the producer of two highly-acclaimed online documentaries about investing — How to Win the Loser’s Game and Index Funds: The 12-Step Recovery Program for Active Investors.  

Stephen Lingard talks about why the return of volatility is heralded by active investors. "If I was managing an ETF portfolio, I would probably have concerns about a changing regime – a lot of what has worked worked over the last few years has been because of high stock correlations, sector correlations, and even cross-country correlations," says Lingard. Stephen Lingard is senior multi-asset fund professional directly responsible for managing over C$10 billion in AUM across multiple strategies in Canada and offshore for Franklin Templeton Multi-Asset Solutions. He has a diverse skill set in research, strategy, asset allocation, portfolio construction and risk management as well as extensive experience with retail and institutional clients globally. He is also a regular contributor to financial media in Canada and Asia.

The ups and downs of cryptocurrency is becoming more and more a part of our lives. But do we really understand enough to be active investors? Ran Neu-Ner is doing what he can to get us there, and returns to studio to update you on recent happenings. He talks about Bitcoin variants, things to look out for as an investor, and the constant evolution of the crypto world.

The ups and downs of cryptocurrency is becoming more and more a part of our lives. But do we really understand enough to be active investors? Ran Neu-Ner is doing what he can to get us there, and returns to studio to update you on recent happenings. He talks about Bitcoin variants, things to look out for as an investor, and the constant evolution of the crypto world.

Trading stocks, futures and options in 2017 is much different than it was 20 years ago. With technology and lightning-fast access to brokers, almost anyone can trade from the comfort of their own home.This only leaves one problem: You’re among a sea of traders, but you’re still all alone.Today, I speak with Warren Lorenz of TechMeetsTrader, who has created a social network for self-directed investors. We cover some interesting topics including:> Where to find great option trading strategies> How experienced traders look for trade entries; without indicators> How to identify the best stock options (the ones that give us our edge)> The benefits of a positive learning environment> Why, sometimes, even the best option trades lose and why that’s OKAY1:35 Meet Warren Lorenz of TechMeetsTrader8:20 The process of getting raising fund for a unique social network11:00 Tech Meets Trader - The Mission13:30 A positive learning environment - controlling the community15:00 What is the most important thing we can learn from losing trades?17:30 Can you fish? How to trade for a lifetime19:30 The Casino mindset; Tilt the odds in your favor20:30 Money management secrets of the Professionals21:30 $XRF - The anatomy of a IPO Lock Up24:40 “It makes sense… and that’s giving us an edge.”25:30 BOOM! The Edge Pays Off..26:15 $AKS, $X Sometimes trades don’t work. Why did you enter?28:48 Trade with conviction, learn from your mistakes29:50 Protect yourself; limit your losses and manage your position31:35 Where the founder of TechMeetsTrader turns for tips of the trade36:10 He who trades the least and the silliness of F.O.M.O38:00 Trading vs. Investing. What’s your plan?39:40 Blockchain Technology meets the trading community?42:15 A trader’s value in a social network community44:10 Building credibility45:45 Taking chances again, and again, and again...Links Mentioned:TechMeetsTraderTechMeetsTrader’s PitchWhat TechMeetsTrader is all aboutFREE STUFF?!?! Be sure to head to https://activedaytrader.com/tradingschool/ and grab this week's freebie! See acast.com/privacy for privacy and opt-out information.

This is Step 5: Manager Pickers of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.

This is Step 4: Time Pickers of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.

This is Step 10: Risk Capacity of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.

This is Step 9: History of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.

This is Step 8: Riskese of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.

This is Step 7: Silent Partners of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.

This is Step 6: Style Drifters of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.

This is Step 3: Stock Pickers of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.

This is Step 2: Nobel Laureates of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.

This is Step 1: Active Investors of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.

The Tech.eu podcast is a weekly show where Neil S W Murray and Roxanne Varza discuss the most interesting stories from the European technology scene. On this episode they discuss: - The most active tech investors in Europe - Salesforce’s plans to invest up to $100 million in European enterprise and cloud startups over the next few years, via Salesforce Ventures - Accel Partners investment of €18M into French ZocDoc competitor, Doctolib For information regarding your data privacy, visit acast.com/privacy