Podcasts about investing strategy

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  • 202PODCASTS
  • 347EPISODES
  • 29mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Aug 11, 2022LATEST

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Best podcasts about investing strategy

Latest podcast episodes about investing strategy

Your Life, Simplified
ESG: Align investments with Values

Your Life, Simplified

Play Episode Listen Later Aug 11, 2022 23:30


The one constant in life is change, and the investment world is certainly no exception. As the world changes, more investors seek to invest in a socially responsible way. In this week's podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, talk about how you can invest in a socially responsible way. This area of investing can seem overwhelming and complicated, but we break it down for you: SRI=Socially Responsible Investing – This is typically religious or moral principles. We'll screen for things people like to avoid and exclude them from investment. ESG=Environments, Social, Governance – This could be pollution, green energy initiatives, labor relations or customer satisfaction. SCI=Socially Conscious Investing is a combination of SRI and ESG.

SeedTime Living
THIS is why I want a million dollars...

SeedTime Living

Play Episode Listen Later Aug 9, 2022 10:30


So THIS is why I want a million dollars. And why I think you should want it to. I recently sent out an email talking about this and thought I would share with all our amazing podcast community - so enjoy!   Links Mentioned: SeedTime e-mail List sign-up Simple Money, Rich Life 10X Investing Course   These are a few of the topics we cover: Our strategy to give away a million dollars God is key in reaching any dream How to make your kid a millionaire Find out more at: https://seedtime.com

Hoops and Cards: Sports Cards for Basketball Collectors and Investors
4G Investing Strategy: The GOATS and How to Invest in Michael, Lebron, Kobe, and...

Hoops and Cards: Sports Cards for Basketball Collectors and Investors

Play Episode Listen Later Aug 4, 2022 27:10


We continue our series on balancing your Basketball Card portfolio. The 4G Strategy encourages us to think about players in 4 categories - Guess, Good, Great, Goat! Today is all about putting the Goats back on your radar in buying season. Who are your Goats? Giannis deals abound this August! To join HoopsPLUS and get more podcasts, news, prizes, and friends, sign up at anchor.fm/HoopsandCards/subscribe today! --- Send in a voice message: https://anchor.fm/hoopsandcards/message

Durable Value: An Investor's Podcast
Agricultural Investing with Brandon Rebiero

Durable Value: An Investor's Podcast

Play Episode Listen Later Jul 27, 2022 37:59


Brandon Rebiero is co-founder of Gold Leaf Farming, a farming and investment company focused on owning, operating, and acquiring agricultural assets in California and Arizona. Brandon shares insights around due diligence, the parallels between agricultural investing and CRE, and how Gold Leaf has utilized the Entrepreneurial Operating System (EOS) to grow rapidly.

Coach Carson Real Estate & Financial Independence Podcast
#242: Are college student rentals a good real estate investing strategy?[Ask Coach]

Coach Carson Real Estate & Financial Independence Podcast

Play Episode Listen Later Jul 22, 2022 13:35


Episode #242 - Coach Carson shares the pluses and minuses of college student rentals as a real estate investing strategy. Because this is a strategy he personally uses in Clemson, SC, Coach has a lot of stories and best practices to share, as well as some challenges you should keep in mind. Resources from the episode: Show notes (with transcript and links): https://www.coachcarson.com/studentrentals/ ________________________

Hoops and Cards: Sports Cards for Basketball Collectors and Investors
4G Investing Strategy: The GREATS of the Game and Cards that Last

Hoops and Cards: Sports Cards for Basketball Collectors and Investors

Play Episode Listen Later Jul 19, 2022 21:52


Hoops and Cards continues our series on 4-G investing categories of Guesses, Goods, Greats, and GOATS today with a deeper look at today's NBA "Greats" and some cards to consider adding during this summer's NBA offseason.  In fact, some of the current greats could be on the move (Donovan Mitchell, Kevin Durant, or Kyrie Irving) OR getting ready to return from injury (Kawhi Leonard, Damian Lillard, Anthony Davis)!  Gary talks a bit about his own need to add graded or numbered cards from the players that are already "GREAT" who have a chance to enter the conversation about GOATS. Thank you so much for listening to Hoops and Cards!  We would love for you to give us a 5-star review on Spotify/Apple/Google and tell your sports card friends about us!  For more exclusive content (podcasts, emails, Discord and prizes) please join us over at HOOPSPLUS for just $4.99/month - less than a Taco Bell happy meal!  Here's the link - anchor.fm/hoopsandcards/subscribe In today's episode, Gary mentioned our collab with Nooffseason.com - use the passcode "hoops" for a nice discount on their premium content at nooffseason.com! --- Send in a voice message: https://anchor.fm/hoopsandcards/message

The Money Mindset Podcast
Episode 72: Investing Based On Your Values

The Money Mindset Podcast

Play Episode Listen Later Jul 18, 2022 38:44


Do you want where you invest your money to align with your goals? Want to know exactly where your money is going, what it's doing and who it's supporting? Listen in as Brian shares with us what value based investing is. What is ESG and how to find out if you're working with or investing in a company that aligns with your values. He also shares some great tips on what to do if you're a business in the industry and want to become more value based focus. Meet Brian… Brian helps people understand not just what to do, but how and why they should do it. Part teacher and part financial therapist! Brian has been in the Financial Services Business since 2003, working with a diverse group of clients representing a slice of the Washington DC marketplace. As a native of the Washington area, he grew up in Chevy Chase, Maryland, attending high school in Bethesda. He founded The Haney Company with his father in 2013, combining 2 generations of industry experience. With more than a decade of experience in Banking, Investments, Asset management and Insurance, Brian's expertise and keen insights provide organizations, businesses and individuals with unique and innovative strategies to meet their insurance needs and financial goals. “Have a vision for your life and the type of person that you are. Center yourself. What are the values that are really important to you? Find resources and approach professionals that understand this and are willing to help you carry that forward. Be practical about it and take your time.” - Brian Haney Timestamps 03:19 - About Brian 06:08 - Business of Pride Award 08:50 - What is value-based investing? 11:21 - What is ESG? 13:04 - How does a company meet an ESG criteria? 14:37 - Where can you get advice on investing in the right company? 17:23 - Investing Strategy: all in for ESG or a combination? 20:20 - Can lower investments in an ESG be done on your own or through an adviser? 22:40 - How can a business in this industry become more value-based focused? 25:15 - What to keep in mind when learning about ESGs 28:05 - Checking if a business aligns with your values 30:36 - Brians values and 10-year plan 34:55 - Book recommendation: When by Dan Pink If you need help paying off your debt, go to budgetsmadeeasy.com/debt for your Paying Off Debt Starter Kit. This will help you really get going on your journey to longer-term investing strategies. And if you enjoyed the podcast today and got some great takeaways, I'd really appreciate it if you followed the Money Mindset Podcast so you don't miss out on future episodes. Resources and Links Mentioned: * Paying Off Debt Starter Kit: www.budgetsmadeeasy.com/debt Book Recommendation: * When by Dan Pink (affiliate link) https://amzn.to/39t8uh4 Connect with Ashley: * IG: www.instagram.com/budgetsmadeeasy Connect with Guest: * Facebook: https://www.facebook.com/thehaneycompany * Website: https://www.thehaneycompany.com/ * Twitter: https://twitter.com/TheHaneyCompany Special Guest: Brian Haney.

Denver Real Estate Investing Podcast
#390: 8 Simple Questions to Clarify Your Real Estate Investing Strategy

Denver Real Estate Investing Podcast

Play Episode Listen Later Jul 15, 2022 13:33


Finding a starting point for real estate investing can be overwhelming. Luckily, Lon Welsh is back to explain the 8 dimensions of investing. By taking the time to carefully think through 8 simple questions, you can pinpoint what type of investment fits your stage of life, financial status, and personal preferences. Watch the episode to learn what you need to know to get started investing. Sign up for the webinar with Chris Lopez and Lon Welsh to learn more about passive investing: https://bit.ly/3OYBMUg

Denver Real Estate Investing Podcast
#389: Guide to Choosing the Best Real Estate Investing Strategy for YOU

Denver Real Estate Investing Podcast

Play Episode Listen Later Jul 14, 2022 16:22


How do you figure out where to start when it comes to investing in real estate? Ironton Capital founder Lon Welsh is back to discuss his Investor Decision Tree. This tree will help investors figure out what type of investing works best for where they are in life, and shows them how to formulate a strategy they can execute. Listen to the episode to hear him walk through the chart using three common investor avatars. Want to learn more about passive investing? Sign up for the webinar with Chris Lopez and Lon Welsh: https://bit.ly/3OYBMUg

Syndication Made Easy with Vinney (Smile) Chopra
The Best Passive Investing Strategy

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Jun 29, 2022 43:15


Welcome to Syndication Made Easy with Vinney Chopra! Let's welcome the Managing Partner of PassiveInvesting.com Dan Handford. I am so excited to have Dan as a guest on my weekly show Syndication Made Easy. Dan is an experienced businessman who went into syndication and in under 24 months created a portfolio valued over $220M. He shares how he was able to put together a strong team of three total partners. He is also a passive apartment investor himself in 4,800+ units in 21 different syndication investments located across the Southeast USA and Texas. Prior to getting started investing in real estate, Dan had an extensive background in starting multiple seven-figure businesses from scratch including a large group of non-surgical orthopedic medical clinics located in South Carolina. Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 6,500 units amounting to over $650 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/investor/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's Free Book: https://vinneychopra.com/freebook/ Claim your FREE copy of The #1 Top Seller in Commercial Investing: http://apartmentsyndicationmadeeasy.com/ ------------------------------------------------

Hoops and Cards: Sports Cards for Basketball Collectors and Investors
4G Investing Strategy: Good Players and Cards on the Rise; Listener Feedback, and Prizm Basketball in July!

Hoops and Cards: Sports Cards for Basketball Collectors and Investors

Play Episode Listen Later Jun 22, 2022 46:19


We continue our series about a "4G" language for Basketball Card collectors and investors to focus on, players who might move from GUESS to GOOD to GREAT to GOAT!  Gary, our host, talks today about the wide-ranging possibilities for GOOD players who have already shown what they can do on the court, but might eventually attain greatness in the NBA.  Basketball card values and prices don't always follow the on-court greatness, but it sure helps when a good player becomes an all-star, scores a lot, and helps a team advance in the playoffs.  Who will be the next Jaylen Brown, the next Klay Thompson, or even the next Kawhi Leonard?  All of these thoughts and more listener feedback and questions from two of our favorite content-creators and Hoops and Cards listeners! ----- If you enjoy our podcast content, you'd LOVE all the deeper content, podcast episodes, community interaction, and Hoops support of HoopsPLUS - our membership platform!  Check out anchor.fm/hoopsandcards/subscribe for our monthly membership today!  We need and thrive on your support and HoopsPLUS is a great, affordable way to join the team! ----- We love the resources at Nooffseason.com, and our listeners can use the "hoops" promo code to sign up for their Premium content, giving more details about the top 70-100 Basketball players to invest in, as well as specific cards recommended for each in their premium site at Nooffseason.com! ----- We LOVE hearing from you!   Please Share your feedback, questions, and card deals with us by recording a voice question at https://anchor.fm/hoopsandcards/message --- Send in a voice message: https://anchor.fm/hoopsandcards/message

Investing in Real Estate with Clayton Morris | Build Financial Independence
852: The Best Time Saving Investing Strategy - Episode 852

Investing in Real Estate with Clayton Morris | Build Financial Independence

Play Episode Listen Later Jun 16, 2022 24:15


You already know that real estate investing is the number one way to build wealth.. but it's hard to know how to get started. Especially if you don't already live in one of America's strongest rental markets, buying rental properties can be really overwhelming and time-intensive. On today's show, we're going to talk about how to take back control of your most valuable resource: time. We're also going to discuss how this ties into retirement planning, and how to get the most bang for your buck without sacrificing your time.

10,000 Roads To Financial Independence
Diversify Your Investing Strategy While Living Overseas with Billy Keels

10,000 Roads To Financial Independence

Play Episode Listen Later Jun 16, 2022 37:42


Billy is a long-distance investor originally from Ohio but has lived in Europe for the last 20 years investing in industries like oil, gas, and real estate in the U.S. He recently left the corporate world to build his own business. Learn how to invest not just across state lines but across country lines, especially in real estate in the US while living in another country and how to leverage certain vehicles to create tax efficiencies while working in a full-time corporate job. Get the free guide for accredited investors to save on your taxes at https://firstgencp.com/paylesstax and connect with Billy on LinkedIn. Elisa Zhang is the owner and principal of over $450M in multifamily apartment buildings. She is also a mother of two kids, an artist, an educator, and the breadwinner of her family. She provides in-depth advice and education on financial independence, real estate investing, generating passive income, mindset hacks, and productivity hacks through EZ FI (Financial Independence) University. She is on a mission to help others have the financial freedom to retire early from their jobs and make money while they sleep by investing in real estate. Other ways to stay in touch: Facebook: https://fbook.cc/3sPG LinkedIn: https://ggle.io/4vpg Instagram: https://fbook.cc/3sPI or @elisazhang_fi Apple Podcast: https://bityl.co/4Rpd Spotify: https://bityl.co/4Rpb #realestatetips #realestateinvesting #realestatestrategies

Durable Value: An Investor's Podcast
Our Investing Strategy Explained

Durable Value: An Investor's Podcast

Play Episode Listen Later Jun 15, 2022 20:05


Hoops and Cards: Sports Cards for Basketball Collectors and Investors
4G Investing Strategy: GUESS which prospects, players, or cards will be NBA breakout stories next season!

Hoops and Cards: Sports Cards for Basketball Collectors and Investors

Play Episode Listen Later Jun 8, 2022 37:26


Hoops and Cards gives you four categories of NBA Players to invest in - FOUR G's - Guesses, Good players, Greats, and GOATs!  Today's episode has us focusing on some specific Guesses to take a cheap flier on in this year's offseason.  Gary from HoopsandCards.com takes us through some of the thoughts, priorities, and players that could impact your GUESS-level investing strategy this season.  These are players you might find for less than $10 or even less than $2 rookie cards this offseason, but they could soar in value with more playing time and playoff run next season!  Who are YOUR "guesses" and sleepers right now in Basketball cards? ———————CHECK OUT HOOPS PLUS! To hear more podcast episodes and join our supporter community, you can join HoopsPLUS - our supporters and members platform that gives you more content, episodes, interaction, and "buy in" to the Hoops and Cards world.  HoopsPLUS will post a podcast feed and episode with this complete interview and many other episodes for the most passionate NBA collectors and investors - subscribe today at www.anchor.fm/hoopsandcards/subscribe  -------------------------------------- COUPON CODE FOR NOOFFSEASON.COM!   Paul and NoOffseason.com are giving us a 20% discount on the Sports Card Investment Report when you use the promo code "hoops" at the checkout page on NoOffseason.com!  It's a terrific resource to help you with the latest information and ideas on current basketball players and cards! --- Send in a voice message: https://anchor.fm/hoopsandcards/message

The MarketBeat Podcast
Is Staying the Course Still The Best Investing Strategy?

The MarketBeat Podcast

Play Episode Listen Later Jun 7, 2022


Today Kate sits down with Nanette Abuhoff Jacobson, Managing Director and Multi-Asset Strategist at Wellington Management Company and Global Investment Strategist for Hartford Funds. Nanette gives us a fund manager's perspective on the big picture, with a particular emphasis on how to allocate asset classes, and where investors should consider paring back or adding. How today's higher inflation, growth fears, and Fed rate hikes make today's investment environment challenging Is simply staying the course the right thing to do right now. With growth not working at the moment, what other asset classes should investors be adding? Should investors try to anticipate where the market's going, given today's unusual economic landscape? How your time horizon should guide your investment decisions as you formulate a philosophy and framework. Over the long time, the normal pattern of the economy is to grow, but the current environment means you should tilt toward a more defensive allocation How should you allocate your portfolio given that fixed income is declining at the same time as equities? Has the market already priced in some of the current risky scenarios? Does Nanette believe the traditional 60/40 portfolio is dead, as many analysts are saying? Should you be increasing your cash holding now? How should investors include commodities in a diversified portfolio? What is one of the few asset classes that can offer protection in a stagflation environment? What's the danger of making too many portfolio shuffles to avoid losses, but perhaps missing a new rally? Read Nanette's articles: https://www.hartfordfunds.com/insights/market-perspectives/nanette-abuhoff-jacobson.html Hartford Funds educational webinars: https://www.hartfordfunds.com/resources/webinars.html Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

Hoops and Cards: Sports Cards for Basketball Collectors and Investors
4G Investing Strategy: Four Types of Players for Your Basketball Card Portfolio

Hoops and Cards: Sports Cards for Basketball Collectors and Investors

Play Episode Listen Later May 31, 2022 33:05


Basketball Card investors, this show is for you!  We roll out an easy-to-remember way to think about your Basketball Cards as investments and craft a clear strategy for what you buy and what you keep.  The "Four G's" from today's Hoops and Cards episode will clarify four simple categories of player-cards to consider in today's NBA market while also learning some specific players and cards that fit well in each category.  Gary, our host, shares how he's stumbled onto some of these categories on accident and learned to become more focused as an investor who keeps track and makes decisions based on what his overall card portfolio and goals look like. ——————————————CHECK OUT HOOPS PLUS! To hear more podcast episodes and join our supporter community, you can join HoopsPLUS - our supporters and members platform that gives you more content, episodes, interaction, and "buy in" to the Hoops and Cards world.  HoopsPLUS will post a podcast feed and episode with this complete interview and many other episodes for the most passionate NBA collectors and investors - subscribe today at www.anchor.fm/hoopsandcards/subscribe   -------------------------------------- COUPON CODE FOR NOOFFSEASON.COM!   Paul and NoOffseason.com are giving us a 20% discount on the Sports Card Investment Report when you use the promo code "hoops" at the checkout page on NoOffseason.com!  It's a terrific resource to help you with the latest information and ideas on current basketball players and cards! --- Send in a voice message: https://anchor.fm/hoopsandcards/message

Tech Path Podcast
615. Bitcoin vs Tech Stocks | Investing Strategy Comparison

Tech Path Podcast

Play Episode Listen Later May 21, 2022 35:34


Cryptocurrency vs. stocks is now an age-old debate among investors, as to which asset is more robust and can yield more profits instead of volatility. On this episode, we're comparing what to invest in right now: Bitcoin or traditional tech stocks such as Apple, Meta (Facebook), Amazon, and Google.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul#Bitcoin #Investing #StockMarket~Bitcoin vs Tech Stocks | Investing Strategy Comparison~⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺Become a Diamond Circle Member FREE! ➜ https://bit.ly/PBDiamondCircleSubscribe on YouTube ✅ https://bit.ly/PBNYoutubeSubscribeFacebook

Don't Be Pressed
12. Help! I want to buy a house | REAL ESTATE HOUSE HACKS

Don't Be Pressed

Play Episode Listen Later May 20, 2022 30:49


In today's episode we take a DIVE into house hacking and all things real estate. What goes into buying a property, where can you get the money from, what's the best investing strategy and how do you actually buy a house? All these questions and more are answered today with special guest, Devin's fiancé, Kevin of The NoStoppingKev podcast. He shares his expertise, about to acquire his 3rd property, that you don't want to miss. Drop your real estate questions below and tune in to his page for more!SUBSCRIBE! Don't Be Pressed: Where we cover PRESSING topics from the point of view of 2 Black girls Learn more about us on our website: www.dontbepressedpodcast.com Listen on the go! Podcast on: iTunes Apple Podcasts, Spotify, Google Play, Stitcher, Pandora, iHeart Radio & Tune In FOLLOW US ON SOCIAL MEDIA: @dontbepressedpod INSTAGRAM: https://www.instagram.com/dontbepress... TWITTER: https://twitter.com/dontbepressedpod TIK TOK: https://www.tiktok.com/dontbepressed To tell us what you're pressed about for the podcast: dontbepressed@gmail.com For collaborations, guest opportunities and other business inquiries, email us at: media.dontbepressed@gmail.com 

Girl on FIRE
58: How Your Age Impacts Your Investing Strategy

Girl on FIRE

Play Episode Listen Later May 15, 2022 11:47


Midas Letter Podcast
Stocks Tumble, Bitcoin Test, Market Recap | ML Daily ft $CMIL @ReviewBattery @NovalithTech

Midas Letter Podcast

Play Episode Listen Later May 13, 2022


Hoops and Cards: Sports Cards for Basketball Collectors and Investors
Basketball Card Investing Strategy and Player Picks with Paul from NOOFFSEASON.com

Hoops and Cards: Sports Cards for Basketball Collectors and Investors

Play Episode Listen Later May 11, 2022 48:47


Basketball Card investors, this episode is for you - covering many of the current and future "best buys" in NBA cards!  We welcome Paul from NoOffseason.com and Sports Card Strategy to talk through the players, cards, and opportunities we are seeing in the Basketball Card market over the next few weeks and offseason!  Paul's YouTube Channel, website at Nooffseason.com, and Basketball Card Rankings are becoming "must reads" for any collector/investor who likes to think ahead and invest accordingly.  Paul and Gary exchange thoughts about Giannis, Ja, Garland, and many more players in this engaging episode! To hear the full and "uncut" version of their conversation, you can join HoopsPLUS - our supporters and members platform that gives you more content, episodes, interaction, and "buy in" to the Hoops and Cards world.  HoopsPLUS will post a podcast feed and episode with this complete interview and many other episodes for the most passionate NBA collectors and investors - subscribe today at www.anchor.fm/hoopsandcards/subscribe COUPON CODE!  Paul and NoOffseason.com are giving us a 20% discount on the Sports Card Investment Report when you use the promo code "hoops" at the checkout page on NoOffseason.com!  It's a terrific resource to help you with the latest information and ideas on current basketball players and cards! --- Send in a voice message: https://anchor.fm/hoopsandcards/message

Durable Value: An Investor's Podcast
You Need These Two Things to Enter a New Market

Durable Value: An Investor's Podcast

Play Episode Listen Later May 6, 2022 19:08


Joe and Ryan discuss the key ingredients needed before purchasing real estate in a new market.

Early Bird
How the ZYX Change Method Investing Strategy Works

Early Bird

Play Episode Listen Later May 2, 2022 21:29


Nigam Arora, the founder of The Arora Report, joins the podcast today. Nigam talks about the ZYX Change Method investing strategy, how this strategy works and how investors can harness this strategy in today's market.Become a smarter investor and make more money by subscribing to Early Bird, a free daily email newsletter, for free: http://earlybird.emailThe contents from Early Bird are for informational and entertainment purposes only and do not constitute financial or legal advice.

Rob Black and Your Money - Radio
All You Can Invest Buffett

Rob Black and Your Money - Radio

Play Episode Listen Later May 2, 2022 35:22


Warren Buffett Conference, Retirement tips, Investing Strategy, Real Estate, Bitcoin

Establish The Run
Episode 365: One-on-One with Jason Strasser -- Financial Markets and Investing Strategy

Establish The Run

Play Episode Listen Later Apr 25, 2022 63:47


Adam Levitan talks to Jason Strasser, former pro poker player turned professional options trader, about all things financial markets. Show Notes In this episode, we discuss: Correction in tech stocks and crypto Inflation impact Jason vs. Chamath Jason + Hellmuth Tons more Links mentioned in the episode: 2022 Rookie Rankings - https://establishtherun.com/rookie-dynasty-rankings-2022/ Details on the NEW Golf product - https://establishtherun.com/subscribe-golf/ Underdog Best Ball Rankings - https://establishtherun.com/etrs-top-300-for-underdogfantasy/ Want the information you need to win at DFS Golf? We've got you covered with: Rufus Peabody's projections Live Show with Adam Levitan, Peter Jennings, and a rotating group of guests including Rufus Peabody of Unabated Ownership projections Tons more All in one place. Check us out at https://establishtherun.com/subscribe-golf/ For more on Rufus' betting analytics website, Unabated Sports, visit https://unabated.com/?ref=etr Additionally, we have worked out a SPECIAL deal with BETMGM. Sign up for a new account with the link below and they will email you an $84.99 coupon to use on any ETR product. The coupon is good for one year. SIGN-UP LINK: https://promo.co.betmgm.com/en/promo/sports/establish-the-run-nba?wm=7074948 After signing up for BetMGM, please follow these four steps: Deposit at least $10 (NO PROMO CODE NEEDED) Place your first wager (you still qualify for MGM's promotion of a Risk-Free bet up to $1,000) You will receive an email from BetMGM with unique promo code within a few days of making your qualifying bet Head to ETR's subscription page and use your unique code for $84.99 off any ETR subscription - Follow ETR on Twitter - https://twitter.com/EstablishTheRun - Follow Adam on Twitter - https://twitter.com/adamlevitan - Follow Evan on Twitter - https://twitter.com/evansilva Timestamps: 3:26 - Correction in the market 7:33 - How inflation is impacts markets 11:27 - The cost of housing increases 13:49 - Are we headed for a recession? 16:57 - How the lockdown stocks boom changed finance 18:36 - Explaining Vanguard and Fidelity Funds 21:06 - Baby Boomers & wealth movement 23:16 - Why DraftKings stocks are plummeting 29:00 - Elon Musk & Twitter 35:23 - Is crypto an inflation hedge? 37:10 - Jason's “beef” with Chimath Palihapitiya 43:11 - Jason's relationship with Phil Helmuth 45:13 - Listener Questions

Modern Value Investing with Sven Carlin
Buybacks or Stock Repurchases Explained! 10 Pros & Cons For Your Investing Strategy

Modern Value Investing with Sven Carlin

Play Episode Listen Later Apr 23, 2022 35:32


Buybacks or stock repurchases are the key way businesses return cash to shareholders these days. However, it is not all positives and here are 10 pros and cons of buybacks or share repurchasing activity. There are good buybacks and there are bad buybacks. The key is that you know when a buyback is good for you and when not. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD

The Clark Howard Podcast
04.22.22 Clark Answers His Critics on Clark Stinks / Current Saving & Investing Strategy

The Clark Howard Podcast

Play Episode Listen Later Apr 22, 2022 34:39


Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Then Clark discusses a wise approach to market volatility, where to park savings for the best rate moving forward and Series I Savings Bonds. Clark Stinks: Segments 1 & 2 Current Saving & Investing Strategy: Segment 3 Ask Clark: Segment 4   Mentioned on the show: 5 Things To Know About Series I Savings Bonds - SavingsBonds.gov What Is an HSA Account and How Does It Work? Food Expiration Dates: What You Need To Know Do Not Give Your Social Security Number at These Places Emergency Fund Complete Guide: How Much & Where   Clark.com resources Episode transcripts Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Real Estate Reserve Podcast
#110- What investing strategy is best for new real estate investors w/ full time jobs

Real Estate Reserve Podcast

Play Episode Listen Later Apr 21, 2022 59:03


We interview two local and newer real estate investors. They currently have full time jobs that they enjoy but want to venture into real estate investing. They have some capital and resources but a lot of will to succeed. Introducing Matt McDavid and Mike Schley. We  go deep with questions for them on why they want to be real estate investors and what they want to get out of it.. ex.. money, freedom etc.. Tune in now and watch the video version of the podcast at www.realestatereservepodcast.com If you enjoyed this podcast we would appreciate a positive review...  https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777

Durable Value: An Investor's Podcast
The Six C's of Why Office Exists

Durable Value: An Investor's Podcast

Play Episode Listen Later Apr 12, 2022


To some, the office asset class is a "four letter word". In this episode we share why we still view office positively and how we're pivoting to make sure our office properties are meeting the needs of tenants post-covid.

Wholesaling Inc
WIP 924: A Unique Real Estate Investing Strategy That is Unlike Anything We've Seen

Wholesaling Inc

Play Episode Listen Later Apr 7, 2022 34:22


Most people think it's easier to make money elsewhere than invest your coins in real estate. But both are difficult if you don't know what you're doing. When you're in the real estate market, you have to realize that consistency is key. Like any field, real estate success takes time; but don't let a couple of hurdles put out that fire.  Take the story of Auston Cook, who's had his fair share of ups and downs in the real estate business but still managed to skyrocket his way up by following this one-of-a-kind strategy. Be inspired by this determined investor, and start taking action by listening to today's episode. RESOURCES: Zillow Brent Daniels Youtube channel  Auston Cook's Instagram  Call Auston: 734 7560 848 TTP Cold Calling Program

BiggerPockets Daily
527 - Would Qualified Opportunity Funds Suit Your Investing Strategy? by Andrew Propst

BiggerPockets Daily

Play Episode Listen Later Mar 25, 2022 11:00


https://www.biggerpockets.com/blog/qualified-opportunity-fundsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Thoughtful Entrepreneur
1133 - Real Estate Investing Strategy for Beginners with SJO Investments' Scott Oots

The Thoughtful Entrepreneur

Play Episode Listen Later Mar 23, 2022 17:35


In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the founder and CEO of https://www.sjoinvestments.com/ (SJO Investments), https://www.scottoots.com/ (Scott Oots).  Scott owns a real estate investment firm based in southern California. They buy about 200 houses annually, mainly in the fix and flip and wholesaling industries. He also coaches young entrepreneurs and investors on how to take the first steps in their business journeys and get to the next level.  Josh and Scott explore what makes Scott unique as an investor. He shares that he didn't come from money – he built everything he has from scratch. His parents worked nine-to-five jobs and he wanted something different. This is what Scott encourages his clients to do – strive for the “different” they desire in life. There's so much more to life than grinding for a company at a corporate job, and this is what Scott seeks to help others learn.  Scott also explains why he thinks investors should add real estate to their portfolio. We all know there is long term wealth and passive income opportunities within real estate. There are many ways to get into real estate investing and the long term return on investments, when things are done right, is unmatched. But where do you draw the lines between active versus passive investing? Buying, fixing, and flipping is the “active” side of real estate investing. You always get good returns when you make strategic active investment choices. Short term investments make you a lot of money quickly through active investing. Long term investments, more passive ones, bring you more wealth over time. The best part about real estate investing is that you can get creative with how you decide to diversify your real estate portfolio.  Josh and Scott also explore where beginners should start. You don't need a lot of money to start, Scott says. If you want to get into passive investment properties, first find where you want to have your first investment. Choose location based on the market, return on investment, which way the state leans when it comes to tenants and landlords, property taxes, and more. Scott recommends landlord-friendly states to start with.  Scott shares the work he does today. He and his team help investors get to the next level, make smart deals, avoid common investor mistakes, and more. Scott says he really wants to help other investors succeed and thrive and this is why he offers speaking engagements and coaching work.  Want to learn more? Check out SJO Investments's website at https://guestio.com/ (https://guestio.com/).  Check out Scott Oots's website at https://www.scottoots.com/ (https://www.scottoots.com/).   Check out Scott Oots on LinkedIn at https://www.linkedin.com/in/scott-oots-3a2b341b/ (https://www.linkedin.com/in/scott-oots-3a2b341b/).  Don't forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time! More from UpMyInfluence: ✅ We are actively booking guests for our DAILY Entrepreneur Success Podcast.https://upmyinfluence.com/guest ( Schedule HERE). ✅ Are you a 6-figure consultant? Let us fill your sales schedule and move you to 7-figures.https://upmyinfluence.com/b2b ( Learn more here). ✅ Check out our freehttps://upmyinfluence.com/1 ( Authority Transformation Masterclass).

Durable Value: An Investor's Podcast
Monday Mornings at Graceada

Durable Value: An Investor's Podcast

Play Episode Listen Later Mar 22, 2022 12:11


We talk about our Monday morning meetings which happen every week at the same time and follow the same structure. These "Level 10" meetings set the tone for the week and make sure our mission and values are at the forefront of the week's decisions.

Growth Everywhere Daily Business Lessons
My $1M NFT Investing Strategy (As an Entrepreneur)

Growth Everywhere Daily Business Lessons

Play Episode Listen Later Mar 21, 2022 6:49


In this video, I am going to talk about my NFT investing strategy and why utility is more important than art for me! TIME-STAMPED SHOW NOTES: [00:00] - Intro to my NFT investing strategy! [00:27] - Some of my NFTs (Cryptopunk, BAYC, Doodles, Etc) [01:00] - Steve Aoki's NFT (Design, Brand, Utility) [02:44] - The Community (A0K1VERSE) [03:17] - Leveling Up Heroes [04:30] - Long-term mindset in investing [05:55] - Let us know your strategy! [06:20] - Outro Leveling Up Heroes NFT:

Penny Lane Podcast
Creating a Long Term Investing Strategy with Champagne Shark.

Penny Lane Podcast

Play Episode Listen Later Mar 15, 2022 85:58


Champagne Shark joins us on the podcast to discuss his trading journey and long term investing strategy!.Sponsored by Pennies: Going In Raw.Sponsored by Last Bottle Wines, Use code PENNY10 for 10% off your order, good for a one time use, valid until May 1, 2022..Try WhaleStream  free for 1 week and use code pennylane.Penny Lane MERCH!.To support the Penny Lane Pod, please use our affiliate links!.Benzinga! Click this link to check out our favorite trading tool!!! + 2 Weeks free!Use code PLPOD for 25% off a subscription!TrendSpiderUse code PLP25 for 25% off a monthly or yearly planTraderSyncUse code pennylane to get 15% off our monthly subscriptions, and 55% off our annual subscriptions.WebullFind us on Twitter@Pennylanepod@Penny_Lane_BBMFollow Blayne on Instagram:@blayne_art

Investing in Real Estate with Clayton Morris | Build Financial Independence
825: Q&A: What's My Favorite Investing Strategy? - Episode 825

Investing in Real Estate with Clayton Morris | Build Financial Independence

Play Episode Listen Later Mar 14, 2022 20:02


Today's first caller asked an interesting question: what real estate strategy did I use starting out, and how has my investing approach evolved over time? That's the first question I'm answering on this episode of Investing in Real Estate. On this episode, I'm taking three great listener questions on my favorite investing strategies, tapping into equity to grow a rental portfolio, and how to protect your rental property in the event of a fire. Click play to hear my answers to your real estate questions!

Value Add With K&K
#148: Dan Fleyshman: Self-Made Millionaire Entrepreneur and Dominating Digital Real Estate

Value Add With K&K

Play Episode Listen Later Mar 10, 2022 80:50


On this episode of #TheGetInTheCashFlowGame, Dan Fleyshman, founder of Elevator Studios, Head Avenger of Avenger Mastermind and overall BADASS Entrepreneur, discusses: Discussion Questions: [4:38] - Thoughts on San Diego [13:40] - Importance of Family Time and Setting Time for Them [18:54] - Why Masterminds are Crucial for Personal and Business Growth [27:15] - Thoughts and Social Media and Why You Need to Grow Your Personal Brand...Yesterday! [33:44] - 40/20/20 Investing Strategy [44:45] - Picking the Right Investment [51:25] - Cryptocurrency and Metaverse [1:08:12] - Charities  About Dan Fleyshman: Dan Fleyshman is the youngest founder of a publicly traded company in history. After licensing his apparel for $9.5 million dollars at the age of 19, he went on to scale the energy drink products into 55,000 retail stores. Over the years Fleyshman launched 1 of the top 5 online poker sites globally, has thrown 37 “Elevator Night” events, co-founded the “100 Million Mastermind Experience”, spoken at over 200 business events, angel invested in 36 companies and his agency “Elevator Studio” has spent over $60 million dollars with social media influencers for fashion brands, film studios, mobile apps & consumer products. Dan's main passion is his Model Citizen Fund charity which creates backpacks for the homeless filled with 150 emergency supply items inside. Learn more about your ad choices. Visit megaphone.fm/adchoices

Advisor's Market360™
Thrivent Large Cap Growth Fund

Advisor's Market360™

Play Episode Listen Later Mar 8, 2022 19:07


Insights from the fund's manager, Lauri Brunner. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Durable Value: An Investor's Podcast
Building a Best-in-Class Team

Durable Value: An Investor's Podcast

Play Episode Listen Later Mar 2, 2022 21:57


Joe and Ryan share how they've built a team that challenges them daily.In this episode:How to create an environment that fosters mentorship.Being realistic about one's own shortcomingsWhy we keep our core values at the forefront of decision-makingWhy we pursue “stunning colleagues” that challenge one anotherHow to foster continued learningHow approaching internship programs can create a talent funnelWhat cross-functional shadowing is and how we're employing itWhat “mentoring up” meansWhy it's important to blend business and community goalsReflecting on how mentorship affected our outlook

Real Estate Masters Podcast
#45 2 Hour Real Estate Investing Strategy with Drew Farnese

Real Estate Masters Podcast

Play Episode Listen Later Feb 25, 2022 15:27


Drew Farnese owns Revamp 365, a real estate wholesale company just outside of Philadelphia, operating in about 20 counties in the PA, DE, & NJ Tri-state area. After years in the fix & flip and landlord business, Drew founded Revamp 365 as a lead-gen company out of necessity to feed his real estate pipeline. After cracking the code to getting great deals and maxing out on construction capacity - Revamp started selling deals to friends and other investors to keep the machine rolling and to always uphold our word and our reputation with our sellers, buyers, and everyone in between.   You are in for a treat with our next guest. Do me a favor, subscribe to the podcast, leave us a review, and don't forget to go to REMCommunity.com to connect with some of the highest level Real Estate professionals in the United States through our community and through our high-level masterminds. Let's go.

Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY
1810: How Not to Invest $100,000 by Chris Reining on Long-Term Buy and Hold Investing Strategy

Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY

Play Episode Listen Later Feb 22, 2022 11:27


Chris Reining tells you how not to invest $100,000 Episode 1810: How Not to Invest $100,000 by Chris Reining on Long-Term Buy and Hold Investing Strategy Chris Reining is a thirty-something guy who provides resources to help manage your money and career to become financially free. His own path to financial freedom has had ups and downs, which is what he writes about on his site. He's been featured in the New York Times, on the Today Show, CNN, CBS, Business Insider, LifeHacker, and more. The original post is located here: https://chrisreining.com/invest-100000/   Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY
1810: How Not to Invest $100,000 by Chris Reining on Long-Term Buy and Hold Investing Strategy

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY

Play Episode Listen Later Feb 22, 2022 11:27


Chris Reining tells you how not to invest $100,000 Episode 1810: How Not to Invest $100,000 by Chris Reining on Long-Term Buy and Hold Investing Strategy Chris Reining is a thirty-something guy who provides resources to help manage your money and career to become financially free. His own path to financial freedom has had ups and downs, which is what he writes about on his site. He's been featured in the New York Times, on the Today Show, CNN, CBS, Business Insider, LifeHacker, and more. The original post is located here: https://chrisreining.com/invest-100000/   Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

The Profit Talk: Entrepreneurship With A Profit First Spin
Understanding The Stock Market With Investing Strategy

The Profit Talk: Entrepreneurship With A Profit First Spin

Play Episode Listen Later Feb 17, 2022 31:14


Welcome to The Profit Talk! In this show, we're going to help you explore strategies to help you maximize profits in your business while scaling and creating the lifestyle that you want as an entrepreneur. I am your host, Susanne Mariga! I'm a certified Mastery Level Profit First Professional. Let's dive into strategies to maximize profits in your business! How do you react to stock market trends? What should you do with your investment? In this episode, I interview Emlen Miles-Mattingly. Emlen is the CEO and founder of Gen Next Wealth. With nearly 20 years of experience in the financial services industry, he spends most of his days helping clients make smart financial decisions. After previously selling insurance products for large corporations, Emlen would receive additional questions from clients about retirement accounts, estate plans, employee benefits, and other financial concepts. It was then that he realized that he was selling products, but not providing solutions. As a result of this realization, Emlen created Gen Next Wealth to focus on financial planning and provide comprehensive solutions for his clients. To learn more about Emlen, and the services he provides, go to https://gennextwealth.com/ Podcast episodes about Cryptocurrency: Episode 4:  The Ins and Outs of Cryptocurrency and Growing From Failure https://open.spotify.com/episode/73994fh2fdlJRLLBrm1EUJ?si=SNE6kpm9ThKraBIrslp-tw Episode 130: Crypto for the Common Folk https://podcasts.apple.com/us/podcast/minority-money/id1473231134 Visit my FREE Facebook Group, The Profit First Masterclass, where I'll be sharing additional exclusive trainings to members of the community.  If you're excited about what's next for your business and upcoming episodes, please head to our itunes page and give us a review! Your support will help me to bring in other amazing expert interviews to share their best tips on how to powerfully grow in your business! DISCLAIMER: The information contained within these videos is provided for informational purposes only and does not constitute, an accountant-client relationship. While we use reasonable efforts to furnish accurate and up-to-date information, we assume no liability or responsibility for any errors, omissions, or regulatory updates in the content of this video. Any U.S. federal tax advice contained within is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

Clipping Chains Podcast
EP 22: Your Questions Answered: Volume 4

Clipping Chains Podcast

Play Episode Listen Later Feb 7, 2022 71:27


In this Q&A episode, we take the plunge on inflation fears, cryptocurrency, real estate investing, the debate between loans and all-cash offers, mid-week climbing partners, the Roth 401(k), autoimmune conditions, and some more intimate details about where and how we hold our money in various accounts. Finally, I reveal some notable changes to Mrs. CC's schedule, among a variety of other topics. Support this project: Buy Me a CoffeeSubscribe to the website: SUBSCRIBE ME! Previous Q&A PostsYour Questions Answered: Volume OneYour Questions Answered: Volume TwoYour Questions Answered: Volume Three (podcast) Q1: What would you have done differently 10 years ago? (5:02)Seven Lessons From Two Years of Financial Freedom Q2: Thoughts on Inflation (9:35)NY Times, The Daily: Did Democrats Make Inflation Worse?NPR, Planet Money: Night of the Living Inflation Q3: Thoughts on sharing financial details (14:34)Seven Lessons From Two Years of Financial FreedomThe Frugal ProfessorKeeping the “Safe” in Safe Withdrawal RateThe Long Approach to Being Scared of Investing Q4: How do you find climbing partners during the work week? (18:25) Q5: What do you think about cryptocurrency? (21:42)Bitcoin and Other Things You Shouldn't OwnThe GameStop Saga: Hedge Funds, Reddit Investors, and Why They're All Wrong Q6: Why don't you spend much time talking about real estate investing as a viable path to financial independence? (25:39)Should I Buy a Home? Part 1Should I Buy a Home? Part 2: Opportunity CostRelocation: A Guide to Moving and Housing AffordabilityThis Just In: The Real Cost of Home OwnershipAnd We're Back to Home Ownership! But Why Now?Housing Affordability: This Isn't Normal Q7: Tell me more about funding an HSA, especially without earned income. (27:00)Kiplinger: You Don't Need Earnings to Contribute to a Health Savings Account Q8: Where can I get a decent interest rate for cash savings? (30:32)Your Questions Answered: Volume Two Q9: Should I max out a Roth IRA? (33:16)IRS: Changes to Retirement Plans for 2022 (Roth IRA contribution and income limits)The CC Family Investing Strategy, Part 1: Philosophy and Asset AllocationThe CC Family Investing Strategy, Part 2: Where Exactly Is Our Money?Your 2021 Guide to Actually Saving Real Money Q10: Can I use whole life insurance as an investing vehicle? (34:38) Q11: I need a new car. Should I take out a loan or pay in cash? (35:58)How to Get a Fantastic Deal on a New CarVan Life: The Economics and Trade-Offs Q12: My new job offers a Roth 401(k) option. Should I use it? (39:35)Nerd Wallet: Roth 401(k) versus Traditional 401(k)The Bold and Beautiful Roth Conversion Ladder Q13: What is a mega backdoor Roth?? (45:33)Forbes: Is the Mega Backdoor Roth Too Good to be True? Q14: Can you tell me more about your autoimmune condition? (46:31)Ankylosing SpondylitisSeven Lessons From Two Years of Financial Freedom Q15: Can you provide more details on the percentage of funds in various investing accounts? (51:39)The CC Family Investing Strategy, Part 1: Philosophy and Asset AllocationThe CC Family Investing Strategy, Part 2: Where Exactly Is Our Money?Relocation: A Guide to Moving and Housing Affordability Question 16: How exactly do we fund our living expenses? (1:00:42)Expense Ratio & Fees: They'll Hose You Big TimeEarly Retirement Now: The Safe Withdrawal Rate SeriesSome Fantastic News on Healthcare Costs (More on how we balance income, spending, Roth conversions, and healthcare cost consideration)How to Have Negative Health Insurance Costs Finally: Mrs. CC's Big News (1:07:42)

alfalfa
3. Stupid, Lazy, or Dishonest; Doom in 2022?, Political Turmoil, and the Barbell Investing Strategy

alfalfa

Play Episode Listen Later Dec 28, 2021 62:12


Clipping Chains Podcast
EP 16: (Part 1) The Boring Guide to Successful Investing

Clipping Chains Podcast

Play Episode Listen Later Dec 6, 2021 50:08


This week on episode 16 I want to revisit a two-part series on the nuts and bolts of our very simple investing strategy. I wrote these posts early in the history of this website, back in late 2018. We felt an investing strategy needed to be simple and lasting, so you might be surprised to learn how boring it all seems. But in this case, boring is good.And like a simple investing strategy should be, it really hasn't changed much. However, once we achieved financial independence and left our traditional jobs, we have made some minor changes to our plan. And I'll share those changes with you today.Support this project: Buy Me a CoffeeSubscribe to the website: SUBSCRIBE ME!Covered in this episode:The critical importance of spending less than we earnInvesting vs savingsA simple case study of how cash falls behind to price inflationThe key elements of our investing strategyInvesting psychologyAsset allocationOur favorite fundsThe importance of automationHow we handle home equityWhether or not to pay extra on a mortgageHow our plan has changedSo much more!Investing Strategy Links:Original Post: Part 1: The CC Family Investing Strategy: Philosophy and Asset AllocationThe S&P 500 through timeExpense Ratio & Fees: They'll Hose You Big TimeVanguard's Total Stock Market Index Fund (VTSAX) details (no affiliation)

Self Storage Income
The Best Commercial Real Estate Investing Strategy

Self Storage Income

Play Episode Listen Later Dec 2, 2021 34:36


Welcome back everyone to the Self Storage Income Podcast! I'm your host AJ Osborne! So if you've studied real estate investing for any amount of time or followed the Brandon Turner or Bigger Pockets, it's likely you've heard of the BRRRR strategy. If you haven't, it stands for Buy, Rehab, Rent, Refinance, Repeat. This strategy has become widely known as the go-to investment strategy for many residential investors. However, the fundamentals can be applied to commercial real estate investing and need only a slight re-framing…. I'd like to introduce you all to commercial real estate's BIRD strategy. This stands for Buy, Increase Revenue/Cash flow, Reduce risk, and Do it again. In today's episode we're taking a deep dive into this commercial real estate investment strategy, what you need to effectively execute each step of the strategy, and the exact framework that you can begin implementing to achieve commercial real estate investment success. Thanks a ton everybody! AJ Be sure to go to Selfstorageincome.com to get your copy of my Self Storage Playbook. This step by step playbook walks you through from start to finish - how to identify a self storage market, how to perform due diligence, how to contact a current owner, and ultimately how to land a deal and purchase a storage facility. You can also find the Self Storage Income Podcast on: iTunes Spotify Stitcher The Self Storage Income Podcast is Sponsored by: Janus International - https://www.janusintl.com/ Store Local - https://www.selfstorage.coop/aws/SL/pt/sp/home_page Live Oak Bank - liveoakbank.com/incomepodcast Tenant Inc. - https://www.tenantinc.com/ Cedar Creek Wealth: https://cedarcreekwealth.com/

Real Estate Nerds
Real Estate Nerds 33: How to Use Opportunistic Investing Strategy to Find The Best Deals with Scott Price

Real Estate Nerds

Play Episode Listen Later Nov 24, 2021 32:23


Welcome back to The Real Estate Nerds Podcast! On today's episode, investor Scott Price joins real estate attorney Scott Smith to talk about the details of the strategy that keeps him on top. The pair of investors also analyze one of Scott Price's all-time best deals. Tune in to hear the full story.Listen to Episode 33 of The Real Estate Nerds Podcast NowScott Price: The Opportunistic Investor and His StrategyScott Price sits down with Scott Smith to discuss his early life and real estate career. Scott Price also shares what he looks for in a deal, what due diligence looks like in the auction context, and how he keeps himself accountable to his own criteria for good deals.[1:00] Scott Price has worked traditional W2 jobs for most of his life while investing part-time for the last 15 years. He made the transition into full-time investing last year. Scott and his wife have collected a portfolio of multi-family, single-family, and office rentals over the years. Scott explains, “We're opportunistic. We don't just jump in on one asset class. We jump in on anything that might be a good deal.” [2:20][3:24] Scott Smith asks Scott Price for a brief overview of the Best Deal he is here to discuss today. Scott Price chose to share a deal that highlights the use of leverage. He bought a 2-building apartment complex in an online auction and used creative financing (and re-financing) to turn this one property into multiple assets for his portfolio. This one property turned into three cashflowing properties.[5:20] Scott Smith asks our guest about his background in these types of properties and what made him feel comfortable purchasing property online. He also asks what due diligence looks like under these sight-unseen scenarios. Scott Price has made such purchases three times. Scott Price shares his strategies for evaluating these types of properties, as well as a couple of anecdotes about how he has made these purchases. [7:40] Scott tends to bid on many properties with the understanding that he may have to lose the earnest money if the property can't feasibly be fixed or used for rental purposes. Because the property he's discussing today was a foreclosure, he hit some additional bumps in the road. Risk is simply part of this method of purchasing.[8:30] “I paid $295,000 but later learned it was in the $800,000-900,000 range. Even if I had just sold it for $400,000, I could have made a profit,” Scott Price explains.[9:25] Scott shares a bit about his strategy for finding deals and risk mitigation: “I specialize in tertiary markets--small towns. A lot of investors don't even look there.” He goes on to explain how he examines these properties, from inspections to the quality of the tenants. He tends to do a lot of his own footwork.[11:50] Scott Smith asks if Scott Price has ever actually tracked the amount of time he spends on due diligence. Scott tends to zero in on a particular town and carry a list of criteria to narrow down his options. He also deploys his network to his advantage when checking out properties.[14:30] Scott Price describes how he and his wife have automated their criteria and developed checklist systems that account for everything from comps to taxes. They start with high-level concerns, then work out the smaller details later in the process.[16:15] Scott Smith asks where investors can learn these bits of knowledge that Scott Price has gained through experience. Scott Price points out: “One of the best sources to learn about these processes would be places such as Meet-ups.” He also praises podcasts, books, and MasterMind groups for being excellent resources on these subjects. He also points to the value of seminars. Tune in to hear who Scott's favorite real estate guru is and why.Scott Price's Best Deal: Good Luck at an AuctionThe two investors refocus on Scott Price's Best Deal.[18:00] Scott Smith recaps the early indicators that this was a good deal and asks about the “rehab phase” that follows auction. Scott Price shares that “I basically did my inspection after purchase, which of course is the opposite way than you want to do it. But that's the way it works at auctions.” [19:10] He explains that this is not always the case, but it was for the type of auction he used.[20:10] Scott Price elaborates further: “I take really good care of my properties, because I'm generally a buy-and-hold investor.” For this reason, and for the sake of the tenants, he does his best to keep his properties in excellent shape. He credits creative financing with giving him the financial buffer to hire professionals and address unexpected issues.[21:30] When asked how he vets contractors, Scott Price replies: “I'll talk to the brokers, property managers, and investors in that specific market. And I'll look for the same names coming up.”[23:00] Scott highlights that Scott Price must do a high degree of planning to execute his purchases.The Takeaway: Dream Bigger Than Real Estate For True SuccessScott Smith and Scott Price conclude the show with the key lessons listeners can take away from Jason's experience.[23:30] Scott Smith points out that listeners can learn from Scott Price's meticulous, data-driven, criteria-based approach to selecting and evaluating rental properties. Scott Price adds that his checklist approach also allows him greater flexibility: “It opens up the opportunities for higher returns and better deals. We're not constrained by where we can drive to in 20 minutes.”[26:15] Scott Price shares his own lesson with our listeners: “The most important thing is a vision of what I wanted to do in life.” He goes on to describe his family's use of vision boards, and how real estate is a vehicle to pursuing these greater passions rather than an end in itself. “Eventually, you'll be successful in real estate because you had a bigger vision.” [27:35] Scott Smith concurs and shares some of his own personal moments of introspection about purpose.

Real Estate Nerds
Real Estate Nerds 46: Tax Free Investing Strategy with Dave Foster

Real Estate Nerds

Play Episode Listen Later Nov 24, 2021 20:17


On today's Best Deals episode of The Real Estate Nerds Podcast, we will hear about some of the ways investors can capitalize on tax strategy. Dave Foster's best deal story is an example of exactly that, and he is all too keen to share his methods with our listeners.Tune in to Episode 46 of The Real Estate Nerds Podcast now to hear the full conversation.Listen To Episode 46 of The Real Estate Nerds Podcast NowDave Foster on 1031 and Tax Free Investing TacticsOur host and attorney Scott Smith welcomes Dave Foster. The two investors chat about Dave's background and the strategy that led him to a string of best deals.[1:00] Dave has been a “deal junkie” for over a quarter century. He began investing in Denver following economic collapse in the 1980s. He describes this as a cowboy era rife with both booms and busts.[3:45] Scott probes Dave's strategy further. Dave bought his first fix-and-flip in 1996. It was a success until tax time came. The amount of tax liability lowered the overall quality of the deal. [5:30] Dave points out some of the larger context of his story involving 1031 Exchanges and tax-free treatment. He describes how he was able to capitalize on saved tax dollars, putting them instead toward the growth of his portfolio.[9:00] Scott and Dave dive deeper into his 1031 strategy. He includes a type of tax exemption that, when combined with a Tax Code update in 1987, allows for substantial savings. The exemption applied to primary residences.[12:00] Dave explains how he was able to capitalize on these tax exemptions by moving into his investment properties every couple of years to convert tax deferred dollars into tax free dollars.[13:30] Scott points out how Dave's strategy is particularly smart in an appreciating economy. It has worked out for him. Dave currently lives on a sailboat--giving this investing story a somewhat idyllic ending.Lessons Learned From Dave's StrategyBrian and Scott conduct a quick post-mortem to see what other investors can learn from Brian's mistakes with this property.[14:00] Scott points out that these are basic investment strategies anyone can take advantage of, even with a smaller portfolio.[15:20] Dave points out that setting up entities and hiring an appropriate team of professionals can be essential for real estate success[17:00] Scott and Dave share about BiggerPockets, and the tools this online community offers investors. Scott regularly contributes asset protection content to BiggerPockets.[18:43] On the topic of asset protection and long term real estate success, Dave comments: “Having great people on your team is so huge.”