alternative investments

There's much to learn from history, but every time is different when it comes to markets. Inflation in the 2020s has been very unlike that of the 1970s. The inevitable recession that did not occur was likely prevented by unprecedented fiscal stimulus. Going forward, short-term interest rates will likely fall, but long-term rates might rise. Equities are unlikely to revisit the frothy heights of 2021 and market breadth should widen. As cyclical inflation subsides, structural price pressures driven by reglobalisation and the energy transition will collide with the deflationary force of AI. The backdrop for investing will require investors to identify how the outlook today intersects with our experiences of the past and where it differs. This time is different because every time is different. - Ronald Temple, Lazard. Earn 0.50 CE/CPD hrs on Portfolio Construction Forum

In this episode, I interview a seasoned business and website investor, Matt Raad, to share how you can generate semi-passive income streams that work for you even while you sleep.

Matt talks about buying and selling websites as a unique approach to wealth, the secrets to valuing businesses and conducting diligence like a pro, and the crucial mindset shift required so you can break through income ceilings.

Enjoy the episode!

TIME STAMPS:

00:00 Intro
01:25 Understanding Matt's Background
04:58 Investment Insights with Matt
07:51 Matt's Reflections on Money and Upbringing
14:23 Matt's Nighttime Reflections
17:49 Matt's Wisdom on the Traits of Successful Investors
22:19 Deciphering Passive Income
25:24 Matt and Liz's Wealth Goals
32:49 Final Thoughts
34:28 Outro

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SHOW NOTES LINKS

https://www.mattandlizraad.com/
https://www.linkedin.com/in/matt-raad/
https://www.linkedin.com/in/liz-raad-56627419
https://www.facebook.com/MattandLizRaad
https://www.youtube.com/@digitalinvestorshow 

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LISTEN TO THE PODCAST

Spotify: https://spoti.fi/45LJ2uh
Apple Music: https://apple.co/3tTxV5j
Google Podcast: https://bit.ly/45Q39HM
YouTube: https://www.youtube.com/@FreedomWarrior 

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CONNECT WITH ME HERE

Facebook: https://www.facebook.com/iamSalenaKulkarni
Instagram: https://www.instagram.com/kulkarnisalena/
TikTok: https://www.tiktok.com/@kulkarnisalena
YouTube: https://www.youtube.com/@FreedomWarrior 

In this episode, we talk about the exact steps and strategies you can take to transition from active to passive investing so you can speed up your timeline to achieve financial freedom.

We also discuss how top investors leverage other people's skills to make money work for them, when to start incorporating passive income strategies into your portfolio, and why dealing with "tenants and toilets" shouldn't be part of your wealth creation plan long-term.

Enjoy the episode!

TIME STAMPS:

00:00 - Intro

02:05 - What Investors Should be Aware of as Their Net Worth Grows

03:18 - Difference Between Active and Passive Investing

04:27 - What is a Passive Income Investing Strategy?

07:08 - True Wealth Building is About Creating a Passive Investment

08:32 - Conclusion

09:06 - Outro

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SHOW NOTES LINKS

https://www.inkosiwealth.com/ 

https://www.instagram.com/kulkarnisalena/ 

https://www.facebook.com/iamSalenaKulkarni 

https://www.tiktok.com/@kulkarnisalena 

https://www.linkedin.com/in/salenakulkarni/ 

-----

LISTEN TO THE PODCAST

Spotify: https://spoti.fi/45LJ2uh

Apple Music: https://apple.co/3tTxV5j

Google Podcast: https://bit.ly/45Q39HM

YouTube: https://www.youtube.com/@FreedomWarrior 

-----

CONNECT WITH ME HERE

Facebook: https://www.facebook.com/iamSalenaKulkarni 

Instagram: https://www.instagram.com/kulkarnisalena/ 

TikTok: https://www.tiktok.com/@kulkarnisalena 

YouTube: https://www.youtube.com/@FreedomWarrior 

In this episode, we talk about why traditional retirement planning is an absolute "sack of sh*t" and what you can do to achieve financial freedom faster than most people. 

We also discuss why many advisors may not have your best interests at heart, how to optimise your current investments for maximum income, and why NOW is the best time in history to adopt a new mindset towards retirement and wealth building.

Enjoy the episode!

TIME STAMPS:

00:00- Intro 
01:35 - People Are Too Polite About Wealth-Building 
03:37 - The Train to Financial Freedom is a Slow One 
04:14 - There’s No Way to Get Rich Fast 
04:59 - You Need to Think Like the Banks & Retirement Funds
08:03 - Inkosi Wealth Client Case Study
11:28 - Get Access to Your Freedom Formula
11:54 - Create a Higher Level of Stewardship 
12:14 - Figuring Out How Much Capital You Need 
12:26 - Challenge Your Board of Advisors 
12:53 - Final Thoughts 
13:43 - Outro

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SHOW NOTES LINKS

https://www.inkosiwealth.com/
https://www.instagram.com/kulkarnisalena/
https://www.facebook.com/iamSalenaKulkarni
https://www.tiktok.com/@kulkarnisalena
https://www.linkedin.com/in/salenakulkarni/ 

-----

LISTEN TO THE PODCAST

Spotify: https://spoti.fi/45LJ2uh
Apple Music: https://apple.co/3tTxV5j
Google Podcast: https://bit.ly/45Q39HM
YouTube: https://www.youtube.com/@FreedomWarrior 

-----

CONNECT WITH ME HERE

Facebook: https://www.facebook.com/iamSalenaKulkarni
Instagram: https://www.instagram.com/kulkarnisalena/
TikTok: https://www.tiktok.com/@kulkarnisalena
YouTube: https://www.youtube.com/@FreedomWarrior 

Dive into the dynamic world of oil and gas with RJ Burr. Learn valuable insights about the fundamentals of oil and gas investing for beginner investors. Plus, we’ll also explore the vast potential and lucrative opportunities that await domestic oil production for your retirement. So tune in!

Key takeaways to listen for

• A beginner’s guide to oil and gas investing
• How RJ got into the oil and gas industry
• Why nuclear energy and natural gas are nonviable investment options
• The role of politics in the American oil industry
• What is the estimated value of an oil production company?

Resources mentioned in this episode 

• The Usual Suspects
• Apollo 13
• ExxonMobil
• Shell Global
• Marathon Oil
• Think and Grow Rich by Napoleon Hill | Kindle and Paperback
• Atlas Shrugged by Ayn Rand | Kindle, Paperback and Hardcover
• Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback

About RJ Burr
RJ is the President and CEO of Panex (Panther Exploration) Oil and Gas. He is a third-generation producer of American oil. Born into the industry, RJ was in his first location before he could walk and has been fascinated by the production of oil his entire life. Within three months of graduating high school, RJ funded his first partnership and never looked back. 

With a main focus on the Gulf Coast, RJ’s companies have raised and deployed over 300 million US dollars in upstream development and have partnered with some of the largest oil and gas companies, namely Shell, BP, and Marathon, to develop several million barrels in reserves.

Connect with RJ

• Website: Invest in American Oil
• Facebook: Panex
• LinkedIn: Panex Corp
• Email: rjburr@panex.us

Connect with Us
To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!

Follow our social media pages!
Facebook: Monument Real Estate Capital
LinkedIn: Monument Real Estate Capital

In this episode, we answer the controversial question of whether Australia's booming real estate market shares unfortunate similarities with a Ponzi scheme.

We also discuss the challenges of affordability and supply in Australian real estate, the pitfalls of negative gearing in property investments, and alternative strategies that could offer better cash flow opportunities.

Enjoy the episode!

TIME STAMPS:

00:00 - Intro
00:37 - Australia's Real Estate Market as a Ponzi Scheme
02:19 - Australian Real Estate Market's Negative Cash Flow
03:37 - Poor Returns from Real Estate Investments
05:22 - Maximising Cash Flow in Real Estate
06:08 - Final Thoughts & Outro

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SHOW NOTES LINKS

https://www.inkosiwealth.com/
https://www.instagram.com/kulkarnisalena/
https://www.facebook.com/iamSalenaKulkarni
https://www.tiktok.com/@kulkarnisalena
https://www.linkedin.com/in/salenakulkarni/ 

-----

LISTEN TO THE PODCAST

Spotify: https://spoti.fi/45LJ2uh
Apple Music: https://apple.co/3tTxV5j
Google Podcast: https://bit.ly/45Q39HM
YouTube: https://www.youtube.com/@FreedomWarrior 

-----

CONNECT WITH ME HERE

Facebook: https://www.facebook.com/iamSalenaKulkarni
Instagram: https://www.instagram.com/kulkarnisalena/
TikTok: https://www.tiktok.com/@kulkarnisalena
YouTube: https://www.youtube.com/@FreedomWarrior 

In this episode, we expose why the traditional wealth-building model is seriously flawed and then explore an alternative pathway to true financial freedom that generates strong, predictable cash flow. 

We also discuss the simple formula for funding a $100k lifestyle without needing $10 million in net worth, the myths surrounding asset growth, and why you need grit and determination to break free from the herd mentality. 

Enjoy the episode!

TIME STAMPS:

00:00 - Intro
02:56 - How to Manage Capital
04:36 - Alternative Investments for Steady Income
06:29 - Strategies for Financial Independence
08:34 - Creative Wealth-building Beyond Your Career
09:59 - Outro

-----

SHOW NOTES LINKS

https://www.inkosiwealth.com/
https://www.instagram.com/kulkarnisalena/
https://www.facebook.com/iamSalenaKulkarni
https://www.tiktok.com/@kulkarnisalena
https://www.linkedin.com/in/salenakulkarni/ 

-----

LISTEN TO THE PODCAST

Spotify: https://spoti.fi/45LJ2uh
Apple Music: https://apple.co/3tTxV5j
Google Podcast: https://bit.ly/45Q39HM
YouTube: https://www.youtube.com/@FreedomWarrior 

-----

CONNECT WITH ME HERE

Facebook: https://www.facebook.com/iamSalenaKulkarni
Instagram: https://www.instagram.com/kulkarnisalena/
TikTok: https://www.tiktok.com/@kulkarnisalena
YouTube: https://www.youtube.com/@FreedomWarrior

Maximize the benefits of your retirement accounts with Parker Pursell as we chat about a retirement investing system designed for the utmost flexibility, control, and safeguarding of your investments. Stay tuned to discover how you can transform your financial future today.

Key takeaways to listen for

• What does “scared money doesn’t make money” mean?
• Self-directed IRA vs. Self-directed 401(k): Which one is best for you?
• Advantages of investing in self-directed IRAs
• The significance of entrusting your retirement plan with the right service providers
• Importance of having financial control over your self-directed retirement accounts

Resources mentioned in this episode

• $100M Offers by Alex Hormozi | Kindle, Hardcover, and Paperback
• $100M Leads by Alex Hormozi  | Kindle, Hardcover, and Paperback

About Parker Pursell
Parker is an investor, podcast host, and the CEO of eQRP. He is dedicated to empowering, educating, and supporting individuals in achieving financial transformation. Whether it's real estate, crypto, or optimizing your retirement, he serves as an excellent resource dedicated to others' success. With a wealth of experience, he brings substantial value to the table, embodying a refreshing and seasoned professional.

Connect with Parker

• Website: eQRP
• LinkedIn: Parker Pursell

Connect with Us
To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!

Follow our social media pages!
Facebook: Monument Real Estate Capital
LinkedIn: Monument Real Estate Capital

 What a great book! 

For anyone who's ever been interested, even for a second in the personal development/ inspirational category, this book, Areté: Activate Your Heroic Potential by Brian Johnson... You have to visually see this book. It's 451 chapters, a thousand pages. It's almost like a little cube, but it's very fast to read because every chapter is just one or two pages and it's well done.

It interweaves all these hundreds of stories and different authors and philosophers into one cohesive strategy for living your best life. The word Arate means, essentially, everyday living the best life. And this book is about how to do it.  There are hundreds of stories and examples.

It's also Brian Johnson and his own stories, and we talk about it from various perspectives. In the very beginning, we're talking about how his son is super-interested in chess, which is coincidental to me. So we talk about how he's using Arate with his son, but then we dive into so many different subjects about what it means to activate your heroic potential.

One of the funnest podcasts that I've done, I really recommend listening to this one. Thanks!

Heroic | The Social Training Platform

Areté: Activate Your Heroic Potential

Brian Johnson (heroic.us)

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Episode Summary

• [00:01:30] - James Altucher's chess journey and the improvement in his chess rating.
• [00:02:25] - Discuss chess, learning from the game, and dealing with losses.
• [00:04:54] - Brian Johnson talks about his son Emerson's chess training and the importance of physical fitness for mental performance.
• [00:06:03] - The role of energy and preparation in various fields, including chess and business.
• [00:07:11] - James Altucher and Brian Johnson discuss the importance of physiology in cognitive performance.
• [00:10:32] - Conversation on the impact of exercise and mental health.
• [00:13:10] - Discussion about the impact of positive affirmations and mental preparation.
• [00:16:22] - Emphasis on learning from mistakes and adopting a growth mindset.
• [00:17:38] - Introduction to Brian Johnson's book "Arate" and its significance.
• [00:19:37] - Discussion on various techniques for self-improvement.
• [00:21:04] - Brian Johnson explains why he is invited to speak at significant events, including with the U.S. Special Operations Command.
• [00:23:27] - The concept of "antifragile confidence."
• [00:26:27] - How to maintain and follow a personal protocol for success.
• [00:30:29] - Anecdotes about helping others develop their personal protocols.
• [00:33:31] - Specific examples of protocols and habits for high performance.
• [00:37:28] - The significance of doing tasks even when you don't feel like it.
• [00:39:26] - Differentiating extrinsic and intrinsic motivation.
• [00:41:31] - Brian Johnson's approach to synthesizing wisdom from various authors.
• [00:44:28] - Discussion on resilience, growth mindset, and the concept of 'grit'.
• [00:48:30] - The importance of doing and applying knowledge.
• [00:49:32] - Crafting a personal checklist for success.
• [00:54:07] - The role of physical fitness in various professional fields.
• [00:57:06] - The impact of posture and physical presence on performance.
• [01:00:01] - Brian Johnson's creative process and inspirations for his book.
• [01:00:01] - Brian Johnson talks about his creative process and inspirations for his book "Arate".
• [01:08:10] - Book release information and plans for additional volumes.
• [01:17:56] - Closing remarks, future engagements, and appreciation for the interview.

What do YOU think of the show? Head to JamesAltucherShow.com/listeners and fill out a short survey that will help us better tailor the podcast to our audience!

Are you interested in getting direct answers from James about your question on a podcast? Go to JamesAltucherShow.com/AskAltucher and send in your questions to be answered on the air!

------------

Visit Notepd.com to read our idea lists & sign up to create your own!

My new book, Skip the Line, is out! Make sure you get a copy wherever books are sold!

Join the You Should Run for President 2.0 Facebook Group, where we discuss why you should run for President.

I write about all my podcasts! Check out the full post and learn what I learned at jamesaltucher.com/podcast.

------------

Thank you so much for listening! If you like this episode, please rate, review, and subscribe to “The James Altucher Show” wherever you get your podcasts: 

Apple Podcasts

Stitcher

iHeart Radio

Spotify

Follow me on social media:

YouTube

Twitter

Facebook

------------

• What do YOU think of the show? Head to JamesAltucherShow.com/listeners and fill out a short survey that will help us better tailor the podcast to our audience!
• Are you interested in getting direct answers from James about your question on a podcast? Go to JamesAltucherShow.com/AskAltucher and send in your questions to be answered on the air!

------------

• Visit Notepd.com to read our idea lists & sign up to create your own!
• My new book, Skip the Line, is out! Make sure you get a copy wherever books are sold!
• Join the You Should Run for President 2.0 Facebook Group, where we discuss why you should run for President.
• I write about all my podcasts! Check out the full post and learn what I learned at jamesaltuchershow.com

------------

Thank you so much for listening! If you like this episode, please rate, review, and subscribe to “The James Altucher Show” wherever you get your podcasts: 

• Apple Podcasts
• iHeart Radio
• Spotify

Follow me on social media:

• YouTube
• Twitter
• Facebook
• LinkedIn

Dive into an episode featuring the remarkable Soulaima Gourani, a masterclass in resilience and ambition. From her dramatic escape at 13 to dominating Silicon Valley, Gourani's story is a rollercoaster of triumphs and trials. Discover how a troubled childhood fueled her rise in the corporate world, leading to prestigious roles at IBM and Hewlett Packard, and her bold ventures in the tech startup scene. It's more than an interview; it's a journey through adversity to success, offering priceless insights for anyone dreaming big. Tune in for an unmissable episode that's both a heart-tugging narrative and a playbook for aspiring entrepreneurs and dreamers.

• Twitter: Soulaima Gourani on Twitter
• LinkedIn: Soulaima Gourani on LinkedIn
• Happioh: A platform focused on business solutions. You can learn more about it at happioh.com​​​​​​.

-----------

Early Struggles and Fundraising for Startup [00:01:30 - 00:03:10]

• Gourani discusses her admiration for Altucher's podcast, which supported her during her startup's fundraising phase, marked by personal challenges and rejections.

Traumatic Childhood [00:04:04 - 00:07:21]

• Gourani recounts her tumultuous childhood, including running away from home at 13, her father's bankruptcy and abuse, and her family's multiple relocations.

Education and Early Career Moves [00:07:32 - 00:13:45]

• Despite being kicked out of school, Gourani completed her education. She discusses her early career, including jobs in the hospitality industry and moving to Switzerland to work as a waitress.

Career Growth and Success [00:17:04 - 00:20:01]

• Gourani's career growth included working in tech, scaling a software company internationally, and holding high-profile roles in large corporations.

Entrepreneurial Ventures and Personal Life [00:20:01 - 00:22:32]

• She talks about her entrepreneurial ventures, starting several companies, moving to Silicon Valley, meeting her husband, their family, and the importance of her support system.

Challenges as a Silicon Valley Founder [00:31:33 - 00:35:46]

• Gourani shares the psychological pressures and challenges of being a tech startup founder in Silicon Valley, including fundraising and dealing with rejections.

Current Ventures and Reflections [00:53:55 - 01:03:40]

• The interview concludes with Gourani discussing her current startup, a software company, and reflecting on the lessons learned and experiences gained throughout her life.

-----------

What do YOU think of the show? Head to JamesAltucherShow.com/listeners and fill out a short survey that will help us better tailor the podcast to our audience!

Are you interested in getting direct answers from James about your question on a podcast? Go to JamesAltucherShow.com/AskAltucher and send in your questions to be answered on the air!

------------

Visit Notepd.com to read our idea lists & sign up to create your own!

My new book, Skip the Line, is out! Make sure you get a copy wherever books are sold!

Join the You Should Run for President 2.0 Facebook Group, where we discuss why you should run for President.

I write about all my podcasts! Check out the full post and learn what I learned at jamesaltucher.com/podcast.

------------

Thank you so much for listening! If you like this episode, please rate, review, and subscribe  to “The James Altucher Show” wherever you get your podcasts: 

Apple Podcasts

Stitcher

iHeart Radio

Spotify

Follow me on Social Media:

YouTube

Twitter

Facebook

------------

• What do YOU think of the show? Head to JamesAltucherShow.com/listeners and fill out a short survey that will help us better tailor the podcast to our audience!
• Are you interested in getting direct answers from James about your question on a podcast? Go to JamesAltucherShow.com/AskAltucher and send in your questions to be answered on the air!

------------

• Visit Notepd.com to read our idea lists & sign up to create your own!
• My new book, Skip the Line, is out! Make sure you get a copy wherever books are sold!
• Join the You Should Run for President 2.0 Facebook Group, where we discuss why you should run for President.
• I write about all my podcasts! Check out the full post and learn what I learned at jamesaltuchershow.com

------------

Thank you so much for listening! If you like this episode, please rate, review, and subscribe to “The James Altucher Show” wherever you get your podcasts: 

• Apple Podcasts
• iHeart Radio
• Spotify

Follow me on social media:

• YouTube
• Twitter
• Facebook
• LinkedIn

Everybody wondering how to build wealth should listen to this episode with Codie Sanchez. 

Codie is a mastermind in turning 'boring' businesses into profitable ventures. She explains the allure of investing in everyday businesses like laundromats and car washes, showcasing how these often-overlooked opportunities can be lucrative. She also reveals her top strategy for increasing sales in small businesses, a hack that has proven pivotal in her success.

We then shift to Codie's unique acquisition technique, a method influenced by Amazon's business strategies. She provides valuable insights into this approach, demonstrating how it can be applied to various business models for maximum effectiveness. Additionally, Codie shares her perspective on the burgeoning legal cannabis market, offering her thoughts on its current state and future potential.

In the final segment of today's episode, Codie and James discuss her "Contrarian Thinking" course and newsletter, which embody the essence of challenging conventional wisdom and investing in unconventional ideas. Codie elaborates on the core principles of the course, emphasizing the importance of 'investing in yourself,' a philosophy that resonates deeply with the themes of James' book "Choose Yourself." 

This episode is not just about investments and strategies; it's about the mindset and resilience required to excel in the world of business.

The FREE Contrarian Thinking Newsletter | Free your mind. Build your bank account.

Contrarian Thinking Courses

Codie Sanchez's Website

-----------

What do YOU think of the show? Head to JamesAltucherShow.com/listeners and fill out a short survey that will help us better tailor the podcast to our audience!

Are you interested in getting direct answers from James about your question on a podcast? Go to JamesAltucherShow.com/AskAltucher and send in your questions to be answered on the air!

------------

Visit Notepd.com to read our idea lists & sign up to create your own!

My new book, Skip the Line, is out! Make sure you get a copy wherever books are sold!

Join the You Should Run for President 2.0 Facebook Group, where we discuss why you should run for President.

I write about all my podcasts! Check out the full post and learn what I learned at jamesaltucher.com/podcast.

------------

Thank you so much for listening! If you like this episode, please rate, review, and subscribe  to “The James Altucher Show” wherever you get your podcasts: 

Apple Podcasts

Stitcher

iHeart Radio

Spotify

Follow me on Social Media:

YouTube

Twitter

Facebook

------------

• What do YOU think of the show? Head to JamesAltucherShow.com/listeners and fill out a short survey that will help us better tailor the podcast to our audience!
• Are you interested in getting direct answers from James about your question on a podcast? Go to JamesAltucherShow.com/AskAltucher and send in your questions to be answered on the air!

------------

• Visit Notepd.com to read our idea lists & sign up to create your own!
• My new book, Skip the Line, is out! Make sure you get a copy wherever books are sold!
• Join the You Should Run for President 2.0 Facebook Group, where we discuss why you should run for President.
• I write about all my podcasts! Check out the full post and learn what I learned at jamesaltuchershow.com

------------

Thank you so much for listening! If you like this episode, please rate, review, and subscribe to “The James Altucher Show” wherever you get your podcasts: 

• Apple Podcasts
• iHeart Radio
• Spotify

Follow me on social media:

• YouTube
• Twitter
• Facebook
• LinkedIn

Lex chats with Eva Shang, CEO of Legalist - a technology-powered investment firm specialising in alternative assets. Shang discusses her company's strategies in litigation finance, bankruptcy, and government receivables. She explains that Legalist uses technology and data analysis to identify investment opportunities in the legal space. Shang also discusses the challenges and complexities of underwriting litigation cases and the importance of human judgment in the process. She highlights the need for uncorrelated sources of return in the investment landscape and the potential for technology to transform other asset classes. Shang also expresses caution about retail investors entering alternative investment spaces without proper knowledge and understanding of the risks involved.

MENTIONED IN THE CONVERSATION

Legalist's Website: https://bit.ly/46masHp

Eva's LinkedIn profile: https://bit.ly/49GENmD

Topics: fintech, hedge fund, litigation finance, asset management, alternative investments, AI, artificial intelligence, underwriting, investment

Companies: Legalist, Y-Combinator, LexisNexis

ABOUT THE FINTECH BLUEPRINT

🔥Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2

🤝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV

👉 Twitter: https://twitter.com/LexSokolin

TIMESTAMPS

1’23”: Overview of Legalist's Asset Management Strategies

2’31”: Litigation Finance: Core Strategy and Operation

6’20”: Integration of Data Analysis and Technology in Litigation Finance

9’37”: Early Development of Legalist’s Technology at Y-Combinator

14’59”: Transition from Legal Analytics to Litigation Finance

18’22”: Investment Process and Decision Making in Legalist

24’33”: Challenges and Innovations in Data-Driven Litigation Funding

27’24”: Growth and Expansion of Legalist Since 2019

31’51”: The Future of Alternative Investments and Legalist's Role

35’09”: The channels used to connect with Eva & learn more about Legalist

Disclaimer here — this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

Want to discuss? Stop by our Discord and reach out here with questions.

Tune in to hear:

- What is all weather investing and what are its behavioral underpinnings?

- Does Eric strategically rebalance the all weather portfolios or are the allocations fairly static? If they are dynamic, what signals do they look for when making a change?

- What is the trend-oriented global macro program that Eric implements?

- How can one strike a balance between the realities of trying to sell product, run a business and make their clients happy with this very measured, all weather approach?

- Why do alts often fall short of their promise and how does Eric strive to be very different in his approach to alternative investments? 

- Eric thinks that markets and trend can be a canary in the coal mine for larger events. How does he think this plays out broadly and on a more granular level?

- Why led Eric to using a very systematic approach to investing?

- Eric describes himself as a bit pessimistic - what steps does he put in place to help him overcome this pessimism when considering allocations?

- Many experts think that a classic 60/40 model might not best serve us going forward. What has caused them to question something with such a long and successful track record and what would it take for them to change their minds about this?

Compliance Code: 2985-OAS-11/1/2023

https://www.standpointfunds.com

Casting a spotlight on the significance of pattern recognition, it allows us to discern underlying trends within the complex landscape of the financial advisory industry, helping us make informed decisions and adapt to changing circumstances.

In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, sit down with Angie Herbers,  Managing Partner at Herbers & Company, a management consulting firm for independent financial advisors. Angie talks about how her company helps financial advisors manage their work. She stresses the value of knowing what customers want and points out two big trends: more people wanting help with taxes and a growing interest in alternative investments, particularly cryptocurrencies. Angie also talks about the challenges of staff changes and planning for the future in the advisory world. She explains the difference between giving advice and guiding personally, highlighting that trust and individual goals are key in making choices.

Angie discusses: 

• An overview of her company, Herbers & Company, a management consulting firm for independent financial advisors
• Her talent for recognizing patterns and following trends
• The importance of consumer data in the advisory industry and how Herbers & Company conducts consumer studies
• The various economic changes leading to increased turnover and succession planning in the industry
• The difference between consulting and coaching, and how they compliment each other
• The challenge of placing less experienced advisors in administrative roles and using logic and capacity as a solution
• How training programs and job descriptions have evolved over time in the financial industry
• And more

Resources:

• Gardner’s Theory of Multiple Intelligences 
• Fear and Greed Index

Connect with Jamie Hopkins and Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Jamie Hopkins
• LinkedIn: Ana Trujillo Limón

Connect with Angie Herbers:

• Herbers & Company
• LinkedIn: Angie Herbers

About our Guest: 

Angie Herbers is the founder and managing partner of Herbers & Company, a management consulting firm dedicated to helping financial advisory firms. For the past two decades, Angie has been dedicated to advancing the financial advisory profession.

• Market investing doesn’t have to be as complicated as they say.
• The S&P 500 has been flat for two years. What are your alternatives?
• Should you continue with the current rate on your CD?
• What is your Tax IQ and why is it important?
• Is Wall Street focused on the real issues of retirement?
• Why you need a retirement planner, not a financial advisor.

See omnystudio.com/listener for privacy information.

This episode of  "Beyond the Paycheck" explores the importance of diversifying income streams to achieve financial stability. In this episode, Paula interviews Fred Moskowitz, known as the Alternative Investment Expert, who shares valuable insights on this topic.

Fred begins by explaining his background as a computer engineer and how he realized the inherent risks of relying solely on a job for income. He highlights the importance of creating assets that generate income and cash flow independently of traditional employment or the stock market. This insight sets the stage for a discussion on alternative investments.

One of the primary alternative investments discussed is owning rental real estate. Fred emphasizes the potential for monthly income exceeding expenses when structured correctly. Paula raises an essential question about how someone living paycheck to paycheck can afford to purchase rental property. Fred offers practical advice, including strategies like renting out a room in one's own home and starting with small, consistent investments.

The conversation touches upon the concept of dedicating a portion of one's income to investments, drawing inspiration from Robert Kiyosaki's teachings in "Rich Dad, Poor Dad." Fred recommends opening a Roth IRA, automating contributions, and leveraging technology to establish a strong foundation for future investments.

Paula raises an important point regarding the use of retirement funds for income-generating investments. Fred introduces the concept of Self-directed Retirement Accounts, which allows individuals to invest retirement money in real estate, private equity, or other income-generating assets.

The podcast delves deeper into mortgage notes as an alternative investment, explaining how individual investors can participate in the secondary market by purchasing these notes. The risks associated with alternative investments are also discussed, emphasizing the importance of securing investments and seeking professional guidance when necessary.

In the final segment, Fred and Paula stress the significance of education and building a network of like-minded individuals to avoid making investment mistakes. They conclude by providing contact information for Fred, encouraging listeners to reach out for expert advice.

Overall, this episode of "Beyond the Paycheck" offers valuable insights into the world of alternative investments and the importance of diversifying income streams for financial stability. Paula's direct and straightforward interviewing style, combined with Fred's expertise, makes this episode a valuable resource for anyone looking to enhance their financial knowledge and explore alternative investment opportunities.

Fred's website: giftfromfred.com

For more from Paula, visit www.paulachristine.com or email paula@paulachristine.com.

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Reach Paula at paula@paulachristine.com or through her website, paulachristine.com.

In this episode of InvestorComps' Invest Anywhere From Anywhere Podcast Mark 'MJ' Jackson is joined by Salena Kulkarni as a guest. 

Salena recounts her professional journey, which began as an accountant but later led her into management consulting. She shares her experiences during the 2008 global financial crisis, which prompted her to explore investment opportunities beyond her local market. 

Salena highlights the importance of building trust and strong relationships when investing remotely. She discusses her evolved due diligence process, emphasizing the need for a holistic approach that goes beyond just financial numbers. Salena also stresses the significance of having a portion of one's portfolio in assets that offer steady, predictable returns for a sound sleep-at-night factor. 

Stay tuned for more insightful episodes on InvestorComps' Invest Anywhere From Anywhere Podcast.

Episode 52

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Rewind: An Alternative Take on Investments

We're thrilled to embark on a thrilling journey with our esteemed guest, Chris Odegard, as he pulls back the curtain on the intriguing world of alternative investments. A traditional investor turned savvy financial strategist, Chris shares his insights on low-risk assets yielding substantial returns and how his financial philosophy evolved after an illiquidity event.

Prepare yourself as we delve into the unexplored realm of family banking, a unique money management strategy that keeps interest within the family. From understanding the potential of ATM investments to unlocking the power of the tax code, Chris's stories offer an exciting blend of education and entertainment. And, if that's not enough, we dive headfirst into the revolution of cryptocurrency, exploring its impact on the financial landscape and its potential for mainstream adoption.

As we wrap up the episode, we discuss the influence of technology on investments and the government's battles against the deflationary force it poses. We also shed light on the criticality of due diligence, differentiate between accredited and non-accredited investors and venture into the captivating world of turnkey rental providers. So get ready to have your financial acumen significantly elevated, as we navigate through the mysteries of alternative investments.

Topics of Discussion

• Alternative Investments
• Family Bank and ATM Investments
• ATM Investments and Tax Strategies
• Investment Perspectives
• Alternative Investments and Cryptocurrency
• Future of Investments in Layered Money
• Remote Tools for Entrepreneurs and Workers

Chris’s Resources

Website

LinkedIn

Facebook

Twitter

YouTube

About The Show

Thoughts of a Random (Citizen Remote Podcast) is a podcast oriented around open ideas, entrepreneurship, travel, investing, politics, philosophy, and an odd take on history. Together with Toarc United & Citizen Remote we talk with thought leaders from all around the world to stir the innovative mind. This podcast specifically talks about the importance of having an international perspective, the ins and outs of the business world, the entrepreneurial life, the digital nomad life, investing and ways to enjoy life in the new age.

Businesses worldwide have very quickly oriented themselves around freelancing, digital nomads, remote workers, and diluting borders. If you'd like