17: Top 12 Investment Tips: Learning from Episodes 1-16
Invest Like a Boss
Sam Marks Johnny FD Derek Spartz
4.8 • 518 Ratings
🗓️ 17 August 2016
⏱️ 46 minutes
🧾️ Download transcript
Summary
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.
Where are we:
Odessa, Ukraine
What we are drinking:
Sam – Corona with ¼ lime
Johnny – Beer “Lada brand Bar”
Recommended:
Timothy Ferriss – The 4 Hour Work Week
Rich Dad Poor Dad
The Intelligent Asset Allocator
Discussed:
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
Show notes:
(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
(11:07) 5. Investing in yourself is the surest way to make exponential returns e.1, e.2, e.6, e. 7
(14:10) 6. Using leverage can get you rich, and also in a lot of trouble. e.4, e.7, e. 14
(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
(22:00) 9. Low cost funds/implementation are more important the optimizing asset allocation e.15, e.16
(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
If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!
Copyright 2016. All rights reserved. Read our disclaimer here.
Transcript
Click on a timestamp to play from that location
| 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. |
| 0:09.0 | Join us each week for exclusive interviews with our network of modern investors, business owners, and multimillionaires to discover new ways to invest our hard-earned cash. |
| 0:17.0 | Hey everybody. Welcome back to another episode of Invest Like a Boss. I'm sitting here back again with my co-host Johnny F.D. And we're coming to you from where, Johnny? We are on the rooftop of our hotel on the beach in Odessa, Ukraine. Never ever thought we'd be saying that. But it's been quite an adventure getting here and a lot of fun. And we just had the |
| 0:38.1 | chance to sit down and relax and unpack our bags and take our gear out. And it's just a really |
| 0:44.4 | nice afternoon. So in the spirit of us reuniting in person, we've been traveling around for a few |
| 0:50.8 | weeks together now in Eastern Europe. If you want to hear more about that, you can listen to it on |
| 0:53.9 | travel like a boss. But what we wanted to do is we wanted to recap and figure out what |
| 0:57.8 | have been our top lessons learned. Because even though it's only been 16 episodes, we have grown |
| 1:04.0 | so much. We've learned so much. And from those 16, we've had 12 guests who are professional investors, |
| 1:13.7 | CEOs of companies, people who have retired millionaires, and they have shared their top tips. So we want to break down the top 12 takeaways |
| 1:18.4 | that we've taken from it as well as what we've done with it personally. Yeah, so this was a really |
| 1:22.7 | exciting exercise. It was great to recap because again, you go through these episodes of all these |
| 1:28.5 | investment gurus and CEOs and it really, really helps to go and just write down what you |
| 1:35.1 | actually learn from those. And we thought it would be great to recap. So we're going to kick it off. |
| 1:38.9 | We have 12 here, as Johnny said. And then at the end, we're also going to mention what we've done |
| 1:43.7 | specifically over the last |
| 1:45.1 | couple months few months in our own portfolios and investments so john i want to take it away with |
| 1:50.0 | number one all right so number one is actually from episode 16 with william bernstein the big takeaway |
| 1:56.0 | we got from that is investing in stocks long term is not actually risky and when you really break that down |
| 2:01.0 | when you think about it you're like how how is that not risky it's but when you when you |
| 2:05.0 | when you buy the wrong time you sell the wrong time super risky and as i've always said in every |
| 2:10.6 | episode i personally do not buy individual stocks anymore because i know how risky it is how much |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Sam Marks Johnny FD Derek Spartz, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Sam Marks Johnny FD Derek Spartz and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.