With 16 amazing episodes under the belt of Invest Like a Boss, Sam and Johnny sit down and discuss the top 12 takeaways and how they have applied this learning to their own investment strategies and overall portfolios.
Some major investment vehicles reviewed in previous episodes include investing in stocks, Peer to Peer Lending, asset allocation models, REIT’s, Tony Robbins all seasons portfolio, annuities, and tax free IRA investing. Listen to the end of the episode to hear an update on our current portfolio’s and possible future guests on our show.
ILAB 17 Show Notes
Where are we:
What we are drinking:
Sam – Corona with ¼ lime
Johnny – Beer “Lada brand Bar”
ArtofFX – start with just a $10,000 account (reduced from $25,000)
Fundrise – start with only $1,000 into their REIT funds (non-accredited investors OK)
Wealthfront – get your first $15,000 managed free
Betterment – get up to 1 year managed free
RealtyShares – try it free with ILAB link
Reccomend Investment Platforms & Books – Resources Page
Travel Like a Boss – Ep 125 – Budget Traveling and Bulgaria & Ep 126 – Recorded in No Man’s Land
$25 Amazon gift card instructions – Bonus
(01:30) 1. Investing in stocks long term is not risky e. 16
(03:20) 2. P-2-P works much better when there is an underlying asset e. 13
(05:43) 3. Don’t obsess about asset allocation models, but be disciplined in sticking to it e.15
(08:56) 4. REIT investing is awesome, and low cost models like Fundrise may be the future e.12
(16:50) 7. Tony Robbins All Seasons – good, but not perfect e.15
(19:27) 8. Annuities can help you sleep at night, AND the grow tax deferred e.4
(25:08) 10. Do not re-balance your portfolio around what is currently working e.15
(27:58) 11. Invest Tax Free for retirement with a Roth IRA e.5
(31:54) 12. The internet holds many untapped investment gems for us to stay close to e. 10
(34:50) – Sam’s recent investment activity in REIT’s, Peer Street and Vanguard
(36:14) – Johnny’s recent small cap stock, Lending Club and Forex investment
(42:20) – Future guest to be on the show
(42:55) – iTunes review thank you shout outs
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