diversified portfolio

Feeling overwhelmed by finances? Fear not, Thinkers! Join M.A.Aponte on this empowering episode on financial literacy. Discover budgeting hacks, investing basics, and essential strategies to build your financial fortress. From conquering debt to automating your defenses, we'll tackle it all with actionable steps and clear explanations. Let's demystify jargon, build confidence, and pave the way to a secure financial future. Remember, you're not alone! Dive in, ask questions, and join the community of financially savvy Thinkers!

Give your kids or teens the gift of critical thinking with the Tuttle Twins books! For more information please check out my link at: https://tuttletwins.com/ref/Maponte/

Purchase my book on critical thinking: The Logical Mind from any major book store or simply by clicking on the following links:

• https://a.co/d/jdOm9pI
• https://shop.ingramspark.com/b/084?uZBbvqij7WRGoezaZG6c6L5tcjbl9VZB2vE9UAB9j2b

Click here to give your kids or teens the gift of critical thinking with the Tuttle Twins books!

The holidays are a season when our priorities clash particularly often. And for me, Christmas is also a time for re-evaluating choices, making long-term plans, and preparing for another year of building a legacy.

So, let's do some fear-setting: what can go wrong? What would I do? How can I prevent it?

Today, you'll hear me go through this very important exercise for my new SaaS Podline. Peek behind the curtain of a serial entrepreneur and how I approach building something worth building.

This episode is sponsored by Acquire.com

The blog post: https://thebootstrappedfounder.com/fear-setting-my-saas-whats-enough/

The podcast episode: https://tbf.fm/episodes/279-fear-setting-my-saas-what-s-enough

You'll find my weekly article on my blog: https://thebootstrappedfounder.com

Podcast: https://thebootstrappedfounder.com/podcast

Newsletter: https://thebootstrappedfounder.com/newsletter

My book Zero to Sold: https://zerotosold.com/

My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/

My course Find Your Following: https://findyourfollowing.com

Here are a few tools I use. Using my affiliate links will support my work at no additional cost to you.
- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx
- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid
- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid
- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60
- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ
- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q
- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw

This episode is part of our new Capital Series hosted by MCJ partner, Jason Jacobs. This series will explore a diverse range of capital sources and the individuals who drive them. From family offices and institutional LPs to private equity, government funding, and more, we'll take a deep dive into the world of capital and the critical role it plays in driving innovation and progress. 

Today’s guest is Jacqueline van den Ende, founder and CEO of Carbon Equity. 

Carbon Equity pools capital to provide individuals with access to world-class private equity funds, while their team of experts handle the research, management, and investment work. Their approach allows investors to build a diversified portfolio of climate startups and scaleups. 

In this episode, Jacqueline and Jason delve into Carbon Equity's origin story, their unique approach, and what sets them apart in the industry. They discuss the firm's journey so far, the challenges they've encountered, and the exciting trends that they believe will drive progress in the field. They also examine how Carbon Equity fits into the broader climate capital stack, as more funds and limited partners enter the space.

In this episode, we cover: 

• [2:20] An overview of Carbon Equity 
• [4:41] How Jacqueline's original idea for climate investing came about 
• [9:19] Carbon Equity's focus on the mass affluent market today 
• [13:55] How they raised early funds and who they targeted 
• [17:50] Differences between US vs Europe investor limitations 
• [21:27] Carbon Equity's diligence process 
• [28:12] The firm as a diversification provider 
• [30:57] Jacqueline's thoughts on sector expertise and mission alignment 
• [35:25] Carbon Equity's milestones since January 2021 
• [39:59] The firm's plans for thematic funds 
• [46:02] Some of Jacqueline's key learnings from her journey and the difficult questions she's asking
• [50:31] An overview of MCJ's journey and funding progress to date
• [53:22] Who Jacqueline wants to work with and her parting words, including job opportunities with Carbon Equity

Recommended Resources:
The Sixth Extinction: An Unnatural History by Elizabeth Kolbert

Get connected: 
Jason Jacobs
Jacqueline van den Ende
MCJ Podcast / Collective

*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

Episode recorded on March 23, 2023. 

Get connected with MCJ: 

• Jason Jacobs X / LinkedIn
• Cody Simms X / LinkedIn
• MCJ Podcast / Collective / YouTube

*If you liked this episode, please consider giving us a review! You can also reach us via email at content@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

This week’s episode welcomes Alfonso Cuadra, who will provide his valuable investment insights, philosophy, wealth accumulation approach, and diversified real estate portfolio.  The show will also feature his astute market forecasts, which are highly informative, so don’t miss out on another chance to learn from the genius of this business!

Key takeaways to listen for

• 3 secrets of the wealthiest people to preserve their success
• The wealth genius’ blueprint for anything in life 
• What is expansion philosophy and to apply it in real estate
• 4 indications of a good business goal
• Advantages of real estate in times of monetary system reset

Resources mentioned in this episode

• Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback 
• Think and Grow Rich by Napoleon Hill | Paperback, Hardcover, and Spiral-bound

Join Alfonso Cuadra’s 3-day Real Estate Investing Educational EXPO on May 5th - 7th, 2023 at Toronto Don Valley Hotel & Suites. To avail of an exclusive good-for-2, $200 off, go to shorturl.at/nwBT7 and use the promo code WEALTH YEH.

To know more about Alfonso Cuadra’s upcoming events, visit https://www.eventbrite.com/d/canada/alfonso-cuadra/ 

About Alfonso Cuadra

Alfonso is a serial entrepreneur, real estate investor, speaker, author of the 2012 book From the Ground Up!, success coach, and philanthropist who has been seen in Readers Digest, Ottawa Sun, Vancouver Sun, Rogers TV, New York Times and many more. 

He is the President/CEO of the Cuadra Group of Companies and has an extensive background in business and Real Estate Management, Investing, and Development. Alfonso is a TV Personality and is host of a TV show called “Success By Design” and is dedicated to showing others how to overcome their obstacles and become high performers. He has shared his story with thousands of audiences around the world. He is a dynamic leader that is passionate about sharing his story and inspiring others to create the life they want and to never give up on their dreams. He truly is in the business of changing lives and has a special gift in his ability to connect with people and move them forward.

Connect with Alfonso 

• Website: Alfonso Cuadra
• Youtube: Alfonso Cuadra
• Instagram: @alfonsocuadra

To sign up for our monthly newsletter, visit our website at www.hiefire.com and connect with us through the social media accounts below!

• Facebook Page: High Income Earners FIRE
• Facebook Group: High Income Earners F.I.R.E.
• Instagram: @hie_fire

Sponsors

Bonavest Capital

To learn more about building passive income through real estate syndications, visit www.bonavestcapital.com.

Say YEH Stock Options

Looking for ways to generate consistent cash flow and accelerate your journey to financial freedom? Visit www.codyyeh.com for more information!

Exchange-traded funds (ETFs) were first launched on January 22nd, 1993 and have helped investors of all sizes save money on fees, diversify their portfolios, and reduce their annual tax bills.

The structure and operating process of the ETF paired with a diligent, diversified, and rules-based investment approach enables investors to hold extremely efficient portfolios that could previously only be constructed with 100s of millions of dollars.

We touch on the most important principles and themes to know about ETFs as well as some current events around tech layoffs and why they may not be as negative as they seem.

Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (602) 704-5574 to join our new AWM Insights Network.

Episode Highlights

• 0:00 Intro
• 0:35 Anniversary of the ETF
• 0:58 What do we think about the recent Tech and Banking layoffs?
• 2:50 What lead to some of these layoffs?
• 4:48 The silver lining of the Tech layoffs
• 6:34 How layoffs and market cycles relate to your portfolio, general diversification, and positioning.
• 8:01 Benefits of diversification and how ETFs help
• 9:40 What do ETFs enable you to do?
• 10:22 The positive attributes of ETFs and how they help you save money on fees and taxes.
• 11:55 Wrap up

Scott was joined in the studio by Nick Bernatowicz, Senior Sales Consultant at Producers Choice Network to discuss what you need to know to increase your Annuity sales in 2023.

In this episode, you will learn the following:  

1. How the Fed rates correlate to annuities and how to use that to increase sales.
2. From the Field: The best annuity products on the market today!
3. Insurance companies are growing and changing, and how that affects you, the producer.

Listen to their previous annuity update episode here: Ep. 56 - Annuities: Ken Fisher “hates them”…. should you? here

Connect with Scott on LinkedIn
Connect with  Nick on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Producers Choice Network and the annuity products offered click here

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@pcninsurance.com

It is important to recognize the amount of risk you're willing to take on in order to achieve a diversified portfolio. On this episode, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about the importance of portfolio diversification. They talk about modern portfolio theory, the efficient frontier line, allocating your assets, and they offer advice on how to diversify your portfolio.

- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

- Click here to schedule a consultation with one of our financial advisors.

Connect With Wiser Wealth:
- Wiser Wealth Management Website
- YouTube
- Facebook
- LinkedIn
- Instagram
- Twitter
- Podcast
- Blog

This podcast was produced by Wiser Wealth Management. Thanks for listening!

Dividend paying stocks and funds are reviewed as many investors lean toward more value-oriented plays.  We also review the struggles of Cathie Wood and her disruptive growth style ARKK ETF, is it time to average into growth for the long term?  We detail ways to stay on top of your investment portfolio in times of Inflation.

Our New Year's Day program featuring timely ideas on stocks for 2022, Income ETFs, and Inflation Hedge strategies.  Happy New Year!

Our Annual Christmas program designed to bring you good cheer and help you to get ready for your investment year 2022.  We cover the record setting S & P 500 and some income ideas to help you to weather the market volatility.

Tune in to hear:

- Why might the narrative that “our parents’ generation had it much easier financially than we do now” be incorrect? What assumptions does it make?

- When yields on a 50/50 stock and bond portfolio, yields are historically anemic right now. What are investors supposed to do in a time like this and how do we prevent them from just chasing yield and moving up the risk spectrum?

- What has Michael’s personal experience with NFTs been like and how does he think about that part of the market?

- Is the influx of active investment, particularly with commission free apps like Robinhood, likely to have a net positive or net negative effect on the markets and peoples’ understanding of them?

- How can one temper being extremely active online with all the negative things that can come along with this?

Web: www.michaelbatnick.com

Compliance Code: 1517-OAS-5/4/2021

My guest created ‘Capital Gains Tax Solutions ‘to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations. The first step to a great exit and wealth plan is to sell your highly appreciated assets when the time is right for you. The second step is to defer your capital gains tax, pay off your debt and remove funds from your taxable estate. The last step is to have the funds invested in a diversified portfolio of liquid investments and real estate. The foundation to these 3 steps is timing.

 www.capitalgainstaxsolutions.com

http://www.yourlotandparcel.com

Investing 101, the Do's and Don'ts for investors.  a review of ETFs that may be timely right now.  Ideas on hedging your portfolio for rising interest rates.  How to build a retirement nest egg using a simple dollar cost averaging strategy.

A unique method of getting a good monthly income stream from your investments and stocks that could make you a millionaire are reviewed.  We also show you how to build wealth over time using a simple dollar cost averaging plan within an IRA.

Investment ideas in Genomics and Clean Energy are reviewed.  A Bloomberg interview of 2020 ETF Rockstar, Ark Fund's Cathie Wood, where Cathie details her 5 year investment time horizon.

Stock strategies reviewed including the best pick right now from Tom at the Motley Fool!  We also take a look at some timely names in Artificial Intelligence, and some Dividend Aristocrats that may be poised to increase their dividends.  A new ETF in the 5G Tech sector and a Unit Trust in the "BEACH"" Stock arena are also discussed.

Many opportunities are up in the world of commercial real estate, all just waiting to be grabbed. But most investors are afraid of taking risks, particularly during this time of COVID-19. Anna-Marie Allander Lieb of CrowdStreet shares with Joshua Rhodes how crowdfunding can help remedy this hesitation and presents their comprehensive sponsor-investor strategy. Anne-Marie dissects how their approach to commercial real estate can result in a diversified portfolio and convenient selection of deals, thanks to their sponsors' advisory. They also talk about the industry's challenges by the ongoing pandemic and how it may affect investors in the future.

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Join the Rhodes to Wealth community today:

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In recent years, many investors have targeted regular income and low risk by investing in qualitative bonds, such as government bonds and investment-grade corporate bonds. With interest rates at rock-bottom levels, investors are seeing very little yield and having a hard time realizing investment goals with this strategy but the need for regular monthly income in retirement hasn’t changed.  The team discusses how a strongly diversified portfolio can potentially deliver better results with the right balance between market risks and opportunities.  That balance can, for instance, be found in total return strategies that combine price appreciation and income.

- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

- Click here to schedule a consultation with one of our financial advisors.

Connect With Wiser Wealth:
- Wiser Wealth Management Website
- YouTube
- Facebook
- LinkedIn
- Instagram
- Twitter
- Podcast
- Blog

This podcast was produced by Wiser Wealth Management. Thanks for listening!