119: Q1 2019 Review, Sam & Johnny’s New Investments and Update
Invest Like a Boss
Sam Marks Johnny FD Derek Spartz
4.8 • 518 Ratings
🗓️ 18 April 2019
⏱️ 56 minutes
🧾️ Download transcript
Summary
Sam Marks and Johnny FD will discuss any updates to their finances, investments, and personal portfolios.
During this episode, Sam and Johnny will share insight into last quarters earnings and losses in investments like Wealthfront, online and property realty funds, Annuity policies, and startups. Learn to manage your portfolio, balance your travel expenses, and business property investment failures. Listen to the end to hear their future travel adventures and possibly meet up with them along the way!
Links:
Discussed:
- ILAB 04 – Stan’s Brutally Honest Factual Expertise About Annuities
- ILAB 105 – Cap Rates – Understanding Real Estate Yields and Valuations
- ILAB 108 – Money2020 Conference Takeaways with Paytient Founder Brian Whorley
- ILAB 112 – FIRE – Financial Independence, Retire Early
- ILAB 114 – Opportunity Zones – Dissecting the Opportunity in O Zones, with Eddie Lorin
- ILAB 116 – Bob Sapp – MMA, Entertainment, and Financial Planning for Athletes
- ILAB 117 – The Big Short? Danny Moses Now Calls The Big Long – Cannabis
- ILAB 118 – Estate Planning 101 with Matthew Wiley
Where we are:
- Sam Marks - Boca Grand, Florida
- Johnny FD - Lisbon, Portugal
Recommended:
- 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)
- Betterment – Get up to 1 year managed free
- PeerStreet – Get a 1% yield bump on your first loan
- Wealthfront – get your first $15,000 managed free
Book:
Time Stamps:
- 01:56 - Traveling and moving plans
- 04:52 - Analyzing Johnny FD’s new net worth
- 05:55 - “My net worth has crossed the $700,000 mark” - Johnny FD
- 09:54 - Living expenses in the US vs international
- 18:49 - New Wealthfront, HP serving, Realty Mogul, and Marcus Bank investments
- 22:43 - Annuity policies, Paytient, and Explorest investment update
- 31:01 - Managing your realty funds and online investments
- 33:34 - “You can easily get into another 30 investments and annual filings become burdensome” - Sam Marks
- 35:39 - Angel investment deep dive and explanation
- 40:01 - Available cash on hand
- 44:43 - Phuket property business investment fails
- 49:08 - European travel adventure plans and running with the bulls
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Copyright 2019. All rights reserved. Read our disclaimer here.
Transcript
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| 0:00.0 | Welcome to the Invest Like a Boss podcast. I'm Sam Marks and I'm Johnny FD. We're self-made entrepreneurs who invest our own money and use modern technology to invest like a boss. Join us each week for exclusive interviews with our network of modern investors, business owners and multi-millionaires to discover new ways to invest our hard-earned cash. |
| 0:18.7 | Hey bosses, this is Johnny and welcome to episode 119 of the Invest Like a Boss podcast, Bondia from Lisbon, Portugal. |
| 0:27.0 | Welcome to the show, Sam. |
| 0:28.3 | Welcome, Johnny. |
| 0:29.4 | Man, it's good to get together for our Q1 updates. |
| 0:32.2 | What a year it's been so far. |
| 0:33.5 | Dude, I think it's Q2. |
| 0:34.6 | It's a middle of April already. |
| 0:36.8 | It's Q1, all right? We just finished Q1 in March. We've been a little slow and sluggish getting around to this episode, but for rightful reasons, we've been busy boys. Yeah, it's been fun, a lot of travel. Where are you now, Ash you Sam? I'm in a little island, a very exclusive island off Florida called Boka Grand. Have you ever heard of |
| 0:55.2 | it, Johnny? Ooh, you know what? Anything named Boka is usually pretty good. You have Bocca Raton. But yeah, I've heard of these little islands. I've heard of like Hibiscus Island, I guess this Boka Grand one's another one. What are you doing there? I'm here for a wedding, actually. So you might hear a little quirks and hoots and hollers in the background, but my buddy from college is getting married. And it overlapped my birthday, which was yesterday perfectly because all of our friends got together. We had incredible wine, filet mignon, everything, and I didn't have to do anything. I just had to show up. It was great. Wow, it's it's perfect so happy birthday Sam we we gave you a big shout out in the boss lounge uh for everyone who joined |
| 1:32.3 | but dude it's it's been a fantastic knowing you all these years I appreciate it I appreciate all |
| 1:37.3 | the birthday wishes from everybody and man it's this podcast has been a big part of my 30s going |
| 1:43.1 | so far. |
| 1:44.4 | Hopefully we'll keep it going. |
| 1:45.9 | But yeah, man, super pumped about what we've been able to do on the podcast, what we've been able to learn. |
| 1:51.9 | And let's make another great year together. |
| 1:54.2 | Let's do it. |
| 1:55.0 | So did you say that you are moving to Barcelona? |
| 1:59.8 | I'm moving to two different places in the next two months. |
| 2:03.3 | So it's going to be busy. |
| 2:05.4 | But yeah, I'm going to move to Barcelona. |
| 2:07.2 | That's going to be my new home base unless anything last minute crumbles with my visa application, which I'm hoping it doesn't. |
... |
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