35: Inflation, Wealth Management, and Scotch
Invest Like a Boss
Sam Marks Johnny FD Derek Spartz
4.8 • 518 Ratings
🗓️ 4 January 2017
⏱️ 92 minutes
🧾️ Download transcript
Summary
Show Notes:
05:00 – Dave’s background
06:30 – Learn your customer's blueprint
09:15 – Maintain your income
12:40 – Scotch
14:05 – Inflation for individuals & government
16:13 – Stocks
18:49 – Bonds
19:22 – Real estate
21:30 – Driving down Palm Beach
23:30 – Charity walk across Ireland
24:30 – Offset the tax burden
25:15 – REIT pros and cons
28:48 – Precious metals
29:50 – Cash and emergency funds
34:00 – Distribution problem
36:00 – How advisors get paid
38:50 – Inflation protection securities
41:20 – Peer to peer loans
42:30 – Annuities and life insurance
50:00 – Brewery success
55:30 – Weight loss
57:15 – Cryptocurrency
59:00 – Sam’s fitness tips
1:00:20 – Rare art, cars, and domain names
1:01:50 – Life insurance
1:11:00 – Johnny’s plan for inflation
1:12:50 – Internet bank
1:14:45 – Christmas in Cuba with no money
1:22:30 – Sam’s Inflation concerns
1:24:35 – Fundrise fixed variables
1:26:40 – Inflation protection options
1:27:50 – Vanguard bond funds
1:29:00 – iTunes shout outs!
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Transcript
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| 0:00.0 | Welcome to the Invest Like a Boss podcast. |
| 0:02.5 | I'm Sam Marks and I'm Johnny FD. |
| 0:04.4 | We're self-made entrepreneurs who invest our own money and use modern technology to invest |
| 0:08.2 | like a boss. |
| 0:08.8 | Join us each week for exclusive interviews with our network of modern investors, business |
| 0:12.7 | owners and multi-millionaires to discover new ways to invest our hard-earned cash. |
| 0:16.7 | Hey everyone, this is Johnny and welcome to episode 35 in the Best Like a Boss podcast, back here with Sam Marks. |
| 0:23.7 | Hey, Johnny, happy new year. Great to be back in 2017. |
| 0:27.2 | Happy New Year and happy New Year to everyone listening as well. Happy 2017, guys. |
| 0:31.5 | Yeah, definitely. So our goal for 2017 is to continue to share what we learn and, you know, find the best experts |
| 0:40.0 | in every single different field to kind of really explore our finances and make sure |
| 0:44.6 | not only we're on the right path, but we're also kind of aware of what is going on out there |
| 0:49.0 | in the world, especially the fintech and financial world. |
| 0:53.1 | Yep. |
| 0:53.4 | And if you guys listen to the last episode, episode 34, Johnny and I catch up and talk about |
| 0:57.7 | New Year's plans, goals, resolutions, and big plans for the podcast. |
| 1:03.4 | So make sure you check out that episode. |
| 1:05.5 | And we got a very exciting lineup for the next couple months and for 2017 as a whole. |
| 1:10.7 | So we're super pumped up. |
| 1:12.7 | So I think this week's episode is going to be a bit different. |
| 1:15.8 | And it's actually kind of cool. |
| 1:16.8 | It's one of Sam's college buddies, David Siegel, who is a financial advisor for Northwestern Mutual, big company. |
... |
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