Avsnitt

  • In this today’s episode, Patrick Donley (@JPatrickDonley) sits down with Neville Medhora to hear about his early adventures into online businesses and how that led to creating online courses including the Copywriting Course. You’ll also learn about his early experiences in day trading, how Warren Buffet changed his mind about investing, how to capture anyone’s attention with the AIDA Method, how he structures his own portfolio and so much more!
    Neville Medhora runs Copywriting Course where 1,000+ business owners get trained on writing better emails, newsletters, landing pages and social media posts. He's been involved with AppSumo, TheHustle, Copy.ai, and a host of other internet businesses. 
    Neville learned to invest in college with spare money made from side projects, and quickly learned the perils of day trading, and the reward of long-term investing.

    IN THIS EPISODE, YOU’LL LEARN:
    00:00 - Intro
    02:45 - What Neville’s path was like during and after college.
    05:39 - How he arranged to meet Michael Dell and other famous people.
    10:07 - What his early experience in day trading was like.
    15:49 - Why he started a financial blog and the doors it opened for him.
    17:42 - How he got connected with Noah Kagan and Sam Parr.
    21:56 - How he first got involved with copywriting and how he learned it.
    33:13 - How to capture someone’s attention with the AIDA process.
    38:23 - What someone would learn in Neville’s copywriting course.
    41:30 - What a typical day looks like for him and how he spends his time.
    43:52 - What are some of the “crazy experiments” Neville has done.
    51:09 - What Neville’s productivity hacks are.
    55:58 - How to think about your own death to plan and live your life.
    64:08 - How Neville thinks about living a good and happy life.
    67:04 - Why you shouldn’t be 100% content.
    68:55 - How he structures his own portfolio.

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Check out: MI318: Million Dollar Weekend w/ Noah Kagan | YouTube video.

    Recommended Book: The Boron Letters by Gary Halbert.

    Recommended Book: Ask by Ryan Levesque.

    Recommended Book: Buy Back Your Time by Dan Martell.

    Recommended Book: You’re Gonna Die by Neville Medhora.

    Enjoy ad-free episodes when you subscribe to our Premium Feed.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota


    Connect with Patrick: Twitter
    Connect with Neville: Website  |  Twitter | YouTube
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Value Stock Geek to chat about his journey into value investing, how he’s developed his unique investing philosophy, and who his biggest influences have been in the value community. They also talk about how VSG worked his way out of debt, how he got into the FIRE movement, what the “weird portfolio” is, and what he would tell a younger investor just getting started.
    Value Stock Geek is an anonymous blogger who has been blogging & tweeting about his portfolio and value investing concepts since 2016. He operates a Substack where he investigates new companies every week and posts updates on his personal portfolio, where he buys and sells these companies. He has also written up a unique approach to asset allocation, which they discuss in the interview.

    IN THIS EPISODE, YOU’LL LEARN
    00:00 - Intro
    02:05 - How VSG got interested in value investing and what his biggest influences were.
    05:46 - How the dot com bubble affected him.
    06:37 - How he worked his way out of debt after falling into some typical consumer traps.
    09:11 - When and how he got interested in the FIRE movement.
    15:16 - What value investors have influenced his current approach to stock selection.
    17:52 - How VSG has learned to think about moats.
    23:10 - What the “weird portfolio” is.
    33:59 - Why he writes weekly research reports.
    39:33 - How to use Dataroma to clone great investors.
    47:35 - What he’s learned from some of the guests on his podcast.
    49:58 - What his favorite money and investing movies are.
    52:16 - What his favorite stock is right now.
    54:22 - What he would tell a younger investor on how to get started investing.

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Recommended Book: The Intelligent Investor by Benjamin Graham.

    Recommended Book: The Snowball by Alice Schroeder.

    Recommended Book: Early Retirement Extreme by Jacob Lund Fisker.

    Recommended Book: Deep Value by Tobias Carlisle.

    Recommended Book: The Little Book that Beats the Market by Joel Greenblatt.

    Recommended Book: The Little Book That Builds Wealth by Pat Dorsey.

    Recommended Book: Money by Tony Robbins.

    Recommended Book: Principles by Ray Dalio.

    Recommended Book: The Simple Path to Wealth by JL Collins.

    Recommended Book: Tapdancing to Work by Carol Loomis.

    Check out: Dataroma.

    Enjoy ad-free episodes when you subscribe to our Premium Feed.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota


    Connect with Patrick: Twitter
    Connect with VSG: Website  | Twitter
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • Saknas det avsnitt?

    Klicka här för att uppdatera flödet manuellt.

  • Robert Leonard talks with Howard Marks to discuss the future of financing small businesses. Marks is the co-founder and CEO of StartEngine, a leading equity crowdfunding platform that allows people to invest in startups and raise capital through crowds. He started out as the founder and CEO of Acclaim Games, a publisher of online games now part of The Walt Disney Company.

    IN THIS EPISODE, YOU’LL LEARN
    00:00 - Intro
    03:58 - Business challenges and lessons from Activision, Acclaim Games, and StartEngine. 
    03:58 - How to raise capital through a platform like StartEngine.
    22:37 - What crowdfunding is and why businesses need it.
    22:37 - What are the different types of crowdfunding? 
    39:20 - What investors should do before diving into crowdfunding.
    53:24 - How investors in private companies can get their capital back through crowdfunding.
    57:01 - Why access to liquidity is important for private equity investors.
    57:46 - What is the secondary market of StartEngine?
    01:32:45 - The insights he learned from Kevin O’Leary of Shark Tank. 
    And much, much more!

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Recommended Book: Cold Hard Truth on Business, Money & Life by Kevin O’Leary.

    Recommended Book: The Shark’s Shark Tank Jump Start Your Business.

    Recommended Book: How to Be a Capitalist Without Any Capital by Nathan Latka.

    Recommended Book: Angel by Jason Calacanis.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota

    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • Kyle Grieve chats with Jeremy Kokemor about why Jeremy has utilized Buffett’s 0/6/25 model and why he thinks it’s so powerful, why value, growth and quality are all important for successful investing, why price isn’t the only way to get a margin of safety, why investors should look at reinvestment rates to help identify wonderful investments, why you should only invest in countries that have shareholder friendly regulations, how many investments per year concentrated investors need to be successful, and a whole lot more!

    IN THIS EPISODE, YOU’LL LEARN
    00:00 - Intro
    03:09 - Why the 0/6/25 model is so powerful and how it aligns Jeremy with his partners.
    03:09 - Other methods that Jeremy has used to create alignment with his partners.
    15:09 - How a high-quality, low-debt business can add to their margin of safety outside of price.
    17:32 - Why Jeremy views the combination of value, growth, and quality as being important for his investing process.
    19:17 - The similarities and differences between O'Reilly Auto Parts and NVR in terms of capital allocation.
    24:14 - How Jeremy keeps costs down to help ensure his business model is optimized.
    28:33 - Why Jeremy runs a concentrated portfolio.
    34:27 - The importance of reinvestment into wonderful businesses and value creation.
    40:08 - Why we should evaluate a business based on its ability to grow without reinvestment.
    40:08 - The strengths of using multiple evaluation methods to help you understand the value of a business.
    And much, much more!

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Read Jeremy’s shareholder letters here.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota


    Connect with Kyle: Twitter | LinkedIn | Website
    Connect with Jeremy: LinkedIn | Website | Twitter
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Steve Adcock to learn about how he quit his job at 35 after achieving financial independence to pursue a life of adventure. You’ll also learn about the primary habits of millionaires, what kind of investment strategy he recommends, how he handled a $200,000 drop in his portfolio during the pandemic, what his lifestyle is like now in “retirement”, and much more!

    Steve Adcock runs Millionaire Habits, a resource dedicated to making you smarter about money. Every week, he publishes content designed to help you take full control over your life and achieve everything you’ve ever dreamed of.

    Steve travelled 3 years in an Airstream and now lives off the grid in the Arizona desert. He’s been featured in publications like CNBC, Forbes, Business Insider, and MarketWatch.

    IN THIS EPISODE, YOU’LL LEARN:
    00:00 - Intro
    02:32 - What were some of the early money mistakes Steve made.
    06:04 - What the impetus was for writing Millionaire Habits.
    08:09 - What is the Trinity Study and why it’s important to understand the 4% rule.
    11:50 - What kind of investment strategy Steve recommends.
    14:19 - How the traditional indicators of success can become a trap.
    17:31 - Why Steve and his wife decided to sell everything to live in an Airstream full-time.
    23:19 - What it was like moving off-the-grid.
    26:03 - How much Steve had saved before leaving his W-2 job.
    35:19 - What the advantages to marrying later in life are and why picking the right partner is so important.
    41:33 - How Steve handled a $200,000 drop in his portfolio during the pandemic.
    45:10 - How Steve and his wife handle health insurance.
    52:19 - What books influenced Steve in his own quest for financial independence.
    55:58 - What Steve’s thoughts are on buying vs. renting.
    58:03 - Why early retirement can be associated with an early death.

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Check out: The Millionaire Next Door by Dr. Thomas Stanley.

    Check out: The Psychology of Money by Morgan Housel.

    Visit: Millionaires Habits by Steve Adcock.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota


    Connect with Patrick: Twitter
    Connect with Steve: Website  | Twitter
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • Robert Leonard talks with Stig Brodersen. Stig is Co-Founder and Co-Host of We Study Billionaires by The Investor’s Podcast Network, a best-selling author, and a former college professor. He has successfully grown We Study Billionaires to the #1 stock investing podcast in the world, while building a platform that is also a leading authority in stock investing.

    IN THIS EPISODE, YOU’LL LEARN
    00:00 - Intro
    01:46 - How to pick a brokerage company to invest with.
    06:23 - What stocks, ETFs, mutual funds, bonds, commodities, and options are.
    10:17 - How to keep your emotions in check and set realistic expectations.
    27:36 - How to actually buy and sell stocks and funds.
    35:29 - Different investment strategies that can be implemented. 
    49:38 - How and why compounding is so important for millennial investors.

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Money Under 30 Compounding Example.

    Recommended Book: I Will Teach You To Be Rich by Ramit Sethi.

    Recommended Book: The Little Book of Common Sense Investing by John Bogle.

    Recommended Book: The Education of a Value Investor by Guy Spier.

    Recommended Book: The Dhandho Investor: The Low-Risk Value Method to High Returns by Mohnish Pabrai.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota

    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with serial entrepreneur Kriss Berg to talk about how turns the cash flows from his online businesses to purchase car washes and utilizes a tax-savings strategy called bonus depreciation to pay almost zero taxes. You’ll also hear about the many entrepreneurial adventures Kriss has had, the books that had a big impact on the trajectory of his career, what it was like living off-the-grid for 13 years, and much more!
    Kriss Berg has been an entrepreneur for over 21 years. He started out with a home service business and has since had start-ups in solar, ecom, real estate, and much more. Now he runs a portfolio of online businesses and takes the profits from those and invests in car washes. 

    IN THIS EPISODE, YOU’LL LEARN:
    00:00 - Intro.
    02:26 - What some of the “dirty jobs” were that Kriss had.
    03:53 - How an early-life crisis led to his first entrepreneurial venture.
    05:36 - Why he decided to move off the grid and what the experience was like.
    11:35 - Why being a continual learner has been an important part of his success.
    13:14 - How the 4-Hour Workweek influenced him.
    16:28 - How he got involved in real estate investing and increased his cash flow and net worth.
    20:30 - Why his own health issues led to a successful entrepreneurial venture.
    25:53 - Why he decided to pare down and sell off some of his businesses.
    26:36 - How he got turned on to the power of Twitter.
    31:16 - Why he choose to invest in carwashes.
    33:55 - How he finds carwash deals, finances them, and increases profitability.
    43:02 - What the 3 M’s of increasing the value of a carwash are.
    44:08 - What his end game is with his car wash investments.
    46:15 - What is the biggest challenge to investing in car washes is.
    48:26 - How bonus depreciation works and how he uses it with car washes to pay no taxes.
    51:57 - How his carwashes create tax savings through bonus depreciation.
    54:44 - How mastermind groups have played a big part in his career.
    58:41 - How to become instantly likable.

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Recommended book: Walden by Henry David Thoreau.

    Recommended book: 4 Hour Workweek by Tim Ferriss.

    Recommended book: Ready, Fire, Aim by Michael Masterson.

    Recommended book: Rich Dad Poor Dad by Robert Kiyosaki.

    Recommended book: The E-Myth by Michael Gerber.

    Recommended book: The Millionaire Next Door by Dr. Thomas Stanley.

    Check out the books mentioned in the podcast here.



    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota


    Connect with Patrick: Twitter
    Connect with Kriss: Website  | Twitter
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with serial entrepreneur, Chris Koerner to talk about his holding company, Cofounders and the unique way he launches new entrepreneurial ventures. You’ll also hear what it was like for Chris to be a missionary for two years in Hungary, a crazy story about partnering with John McAfee, how he got involved in bitcoin mining, his experience doing ultramarathons, why living organ donoring became extremely important to him, and so much more!

    Chris Koerner has started over 20 different companies and currently runs a holding company called Cofounders. He’s started and sold five 7-8 figure businesses in five different industries and loves the game of business.

    IN THIS EPISODE, YOU’LL LEARN
    00:00 - Intro.
    02:37 - What Chris’ experience was like being a missionary in Hungary.
    07:44 - What some of his early hustles as a teenager were.
    10:15 - How he got started writing and honing his craft.
    10:37 - How Twitter has affected his career.
    12:36 - How he has structured his holding company, Cofounders.
    14:01 - How he incubates new entrepreneurial ideas.
    15:44 - What are the qualities he looks for in people he partners with.
    16:01 - How he created a company selling Buc-ee’s products.
    27:03 - What Chris thinks about there being an entrepreneurial gene.
    28:59 - How he got connected with John McAfee.
    34:24 - When he got involved with bitcoin mining.
    37:10 - How he developed conviction in Bitcoin and what his price predictions are.
    39:10 - How he handles the volatility of Bitcoin.
    39:56 - When and how he first got involved with real estate.
    45:21 - Why he loves mobile home park investing.
    46:59 - What an average day for Chris is like.
    48:19 - What is Parkinson’s Law.
    50:44 - How he comes up with creative business ideas.
    54:16 - Why he got into ultramarathons.
    61:07 - How Chris and his wife became living organ donors.

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    For more information check out: National Kidney Registry.

    Check out: REI192: Building an Empire w/ Nick Huber | YouTube video.


    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota


    Connect with Patrick: Twitter
    Connect with Chris: Website  | Twitter
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • On today’s Millennial Investing Rewind Episode, Robert sits down with Neil Patel to talk about how he got his start as an entrepreneur, his thoughts on side hustles, and how everyone should own their dream. Neil is a New York Times bestselling author and successful entrepreneur. He is also recognized as one of the Top 10 marketers by Forbes, and one of President Obama’s Top 100 entrepreneurs under 30.

    IN THIS EPISODE, YOU’LL LEARN
    00:00 - Intro
    02:04 - Why Neil decided to become a digital marketing entrepreneur.
    05:47 - How Neil funded his business.
    06:14 - Should a new entrepreneur raise venture capital for their business?
    09:05 - What it means to "own your dream".
    17:47 - How you can make your own luck. 
    22:48 - What are the four major hustles?
    31:31 - Some side-hustle recommendations.
    And much, much more!

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Recommended Book: Neil Patel’s Hustle.

    Recommended Book: Gino Wickman’s Entrepreneurial Leap.

    Recommended Book: Mike Michalowicz’s Fix This Next.

    Recommended Book: Mike Michalowicz’s Profit First.

    Recommended Book: Nathan Latka’s How to Be a Capitalist Without Any Capital.

    Recommended Book: Eric Ries’ The Lean Startup.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota

    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • Kyle Grieve chats with TIP Mastermind Community member David Fagan about the universal truths about money, hidden areas of life where compounding happens, why we should welcome doses of luck to help us succeed, how to be financially unbreakable, why asymmetric investments are so powerful, why we all must pay a fee to earn our wealth (and why it’s worth it), the power of narratives in building wealth, and a whole lot more!

    IN THIS EPISODE, YOU’LL LEARN
    00:00 - Intro
    04:29 - Why we disagree with others on money and why that’s ok.
    12:07 - Why we should all strive to compound knowledge.
    14:04 - What shapes our willingness to bear risk.
    14:04 - The role of luck in success and failure.
    14:52 - Why we should understand how luck impacts our outcomes.
    16:53 - Why saving can increase happiness.
    16:53 - Why building wealth has little to do with your income and everything to do with your savings rate.
    22:51 - How you can be wrong 50% of the time and still generate life-changing wealth.
    22:51 - The power of concentrated bursts of activity while defaulting to inactivity.
    23:41 - Why it’s so difficult to understand the effects of compounding.
    25:13 - Why it can be hard to “see” wealth, but not the rich.
    25:13 - Why the stock market offers asymmetric upside.
    29:43 - How to use history to help guide us into the future.
    30:22 - Why we should expect to be surprised regularly.
    41:07 - The hidden costs of success.
    41:26 - Why we should be willing to pay the fees to benefit from investing.
    41:26 - What those fees are and why they can be perceived as being difficult to pay.
    44:41 - Why you should be financially flexible.
    49:22 - How Kyle and David think about saving and investing.
    And much, much more!

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Buy a copy of The Psychology Of Money here.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota


    Connect with Kyle: Twitter | LinkedIn | Website
    Connect with David: LinkedIn | Website
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Your Friend Andy to discuss how he worked his way out of significant debt and became a millionaire before his 40th birthday. You’ll learn what steps Andy took to dig himself out of debt, the first money moves he recommends for someone in debt, why it’s never too late to get started, why you need to make asymmetric bets to built wealth, how Bitcoin has been an important part of his portfolio, and much, much more!
    Andy is a lifelong entrepreneur, but was never very good with money. At age 29 he had racked up $86k in credit card debt and was living paycheck to paycheck and had no savings or investments. 10 years later, he’s erased the debt and become a millionaire.
    For the past 3yrs, he’s been a creator on YouTube. Initially talking mostly about personal finance, but now solidly focused on Bitcoin and passive income.

    IN THIS EPISODE, YOU’LL LEARN
    00:00 - Intro.
    02:46 - How Andy’s 20’s got him into financial trouble.
    05:41 - What authors made the biggest impact on Andy.
    08:13 - What are the first money moves he would recommend for someone in debt.
    09:37 - What budgeting app he recommends.
    12:58 - Why it’s never too late to get started saving and investing.
    15:59 - What the 4% rule is.
    24:05 - How Andy approaches lifestyle design.
    26:31 - How investing gives you optionality.
    26:56 - What are asymmetric bets and how they can increase your net worth rapidly.
    29:12 - How Andy got into Bitcoin and developed his conviction.
    39:05 - How he has handled the volatility of Bitcoin.
    49:25 - When and why he got started with bitcoin mining.
    51:17 - How Andy got started with YouTube and how he’s monetized his channel.

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Recommended Book: I Will Teach You To Be Rich by Ramit Sethi.

    Recommended Book: The Total Money Makeover by Dave Ramsey.

    Recommended Book: 4 Hour Workweek by Tim Ferriss.

    Recommended Book: The Bitcoin Standard by Saifedean Ammous.

    Recommended Book: The Creature of Jekyll Island by G. Edward Griffin.

    Check out: MI080: To Be a Successful Investor, You Need a Budget w/ Jesse Mecham | YouTube video.


    Check out: Passive Bites.

    Check out the books mentioned in the podcast here.



    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota


    Connect with Patrick: Twitter
    Connect with Your Friend Andy: Website | YouTube | Twitter
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • On today’s Millennial Investing Rewind Episode, Robert Leonard chats with Brennan Schlagbaum to talk about the state of financial education and how to take control of your financial future. Brennan is a Certified Public Accountant, Investment Coach, and Author of Investing 101: Everything the Investor Needs to Know.

    IN THIS EPISODE, YOU’LL LEARN
    00:00 - Intro
    05:41 - The strategy of paying down debt as fast as you can.
    10:39 - How to manage the dynamic of living for now while striving towards financial goals.
    12:18 - How should listeners approach paying off their students debts right now?
    18:05 - Why you need to actually invest the cash in your investment accounts.
    22:05 - What is currently wrong with our financial education system?
    22:05 - How low-cost resources going to change the future of financial education.
    37:09 - Why a budget doesn’t have to be restrictive.
    44:57 - Common mistakes that new investors make.
    And much, much more!

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Recommended Book: Broke Millennial Talks Money by Erin Lowry.

    Recommended Book: The Power of Passive Investing by Rick Ferri.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota

    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Scott Trench, CEO of BiggerPockets, to talk about how Scott pursued financial independence and shared his strategies in his book, Set for Life. You’ll learn about how Scott got turned onto FI, the bet he placed on himself by leaving his W-2 and joining Bigger Pockets, what his views of the real estate market is in 2024, what his own buy box looks like, and where else he invests outside of real estate and index funds.
    Scott is the CEO and President of BiggerPockets and has dedicated his career to helping ordinary Americans build wealth in part through real estate investing. Since joining BP in 2014, Scott has authored the bestselling wealth-building book Set for Life and joined Mindy Jensen as co-host of the BiggerPockets Money Podcast.
    He is an active real estate investor in the Denver market, and currently manages a private portfolio of about $1.5M and holds his real estate license as a Colorado broker.
    Scott stays active in the BiggerPockets Forums and has contributed hundreds of articles, market analyses, and files to BiggerPockets.
    He hopes this will provide other investors the tools they need to repeat his results in just 3-5 years, giving them the option to go anywhere they want in the world, work any job, start any business, or finish out the journey to financial independence and retire young.

    IN THIS EPISODE, YOU’LL LEARN:
    00:00 - Intro.
    02:45 - How Scott first got turned onto financial independence.
    05:20 - How he made his way from cubicle jockey to CEO of BiggerPockets.
    07:37 - Why he is a big fan of house hacking.
    09:02 - Who some of his early FI influences were.
    12:51 - What the middle class wealth trap is.
    16:18 - What his view of the 2024 real estate market is and where he sees opportunities.
    18:50 - Why real estate is a bet on the long-term growth of the U.S. economy.
    23:06 - When he thinks the right time to invest in real estate is.
    32:43 - What asset class he thinks will get hurt the most in 2024.
    33:14 - What Scott’s buy box looks like.
    35:50 - What Scott’s portfolio look like.
    43:25 - What Scott would have done differently looking back on his journey.
    48:36 - Where else he invests outside of real estate and index funds.
    51:29 - What it is like running BiggerPockets and how he structures his day.

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Recommended book: Set for Life by Scott Trench.

    Recommended book: The Everything Guide to House Hacking by Robert Leonard.

    Recommended book: Early Retirement Extreme by Jacob Lund Fisker.

    Recommended book: Your Money or Your Life by Vicki Robin.

    Recommended book: Rich Dad Poor Dad by Robert Kiyosaki.

    Recommended book: The Millionaire Next Door by Thomas Stanley.

    Recommended book: The Bitcoin Standard by Saifedean Ammous.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota


     Connect with Patrick: Twitter
    Connect with Scott: Website
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with The Real Estate God, a famous anonymous Twitter account with over 100,000 followers, to talk about his unique views on life, real estate, and business. You’ll learn why he thinks investing in a 401k is a bet against yourself, how he got started in real estate private equity, what moves you need to make to leave your W-2 wisely, macro trends he thinks will affect us in the coming years, why he focuses on tertiary markets, the origin story of The Real Estate God account, and much, much more!

    The Real Estate God worked in real estate private equity at the institutional level before founding his own REPE firm. Outside of his own deals, he now runs an Acquisitions Bootcamp where he accelerates the learning an investor needs to know before buying their first profitable deal. 

    IN THIS EPISODE, YOU’LL LEARN:
    00:00 - Intro.
    02:37 - Who The Real Estate God’s heroes have been.
    05:03 - Why he considers investing in a 401k as a bet against yourself.
    08:12 - How his first investment lost a $30,000 nest egg and what he learned from it.
    10:53 - Why you need to be investing in yourself or in a business when you are starting out.
    14:47 - What moves you need to make to leave your W-2 wisely.
    24:22 - How he initially got into real estate private equity.
    31:30 - What macro trends he thinks will affect us in the coming years.
    34:05 - What are the two ways to make money in real estate going forward.
    36:23 - Why he focuses on tertiary markets.
    40:35 - What his exit strategy is for his real estate investments.
    46:22 - How he developed his sales skills.
    52:17 - How to create your own yacht and add value to anyone.
    57:31 - What you learn in the Acquisitions Bootcamp.
    65:19 - What career he would consider if he wasn’t involved in real estate and more.
    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Check out: MI324: Mastering Money, Words and Wellness w/ Dickie Bush | YouTube video.


    Recommended book: Die with Zero by Bill Perkins.

    Check out: Efficiency by the Wall Street Playboys


    Check out: MI322: Enduring Ventures w/ Sieva Kozinsky | YouTube video.


    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota


     Connect with Patrick: Twitter
    Connect with Real Estate God: Website | Twitter
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • On today’s rewind episode, Robert Leonards chats with Aaron Nannini about ways to wisely manage your money and the importance of having a proper mindset for wealth-building. After struggling with money in his twenties and being sick of living paycheck-to-paycheck, Aaron started educating himself on personal finance.
    Aaron is now the founder of CashUncomplicated.com, a personal finance website that teaches people how to achieve financial success through implementing basic and uncomplicated principles such as life goals, daily habits, intentional money decisions, and a value-based spending mindset.

    IN THIS EPISODE, YOU’LL LEARN
    00:00 - Intro
    03:06 - Why behavior and mindset are so important when it comes to money.
    04:42 - What value-based spending is and how it can help with balancing the YOLO and future-thinking mindsets.  
    06:07 - What “keeping up with the Joneses” means and why you shouldn’t do it.
    10:57 - How to fight back against lifestyle creep.
    12:53 - How to avoid or get out of the paycheck-to-paycheck cycle.
    18:16 - What the difference is between bad debt and good debt.
    18:16 - How to get out of bad debt and leverage good debt.
    22:37 - If one should use or avoid credit cards and how to appropriately use them.
    34:08 - What silent killers are in terms of money.
    40:54 - What the shocking cost of cars is and the myths of car loans.
    48:25 - How to successfully manage money with one’s partner and avoid divorce. 
    And much, much more!

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Recommended Book: Cash Uncomplicated by Aaron Nannini.

    Recommended Book: The Millionaire Next Door by Thomas Stanley and William Danko.

    Recommended Book: I Will Teach You To Be Rich by Ramit Sethi.

    Recommended Book: Broke Millennial by Erin Lowry.

    Recommended Book: The Richest Man in Babylon by George Clason.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota

    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • Kyle Grieve chats with JL Collins about the adaptability of the term financial independence, how to reframe saving to make it more attractive, why simple is better for the investing process, why it’s so important to minimize fees, why you should stay away from overly complicated financial products, why he doesn’t like real estate as an investment, and a whole lot more!

    IN THIS EPISODE, YOU’LL LEARN
    00:00 - Intro
    02:56 - How he got Hasan Minhaj to write the forward for his book.
    09:12 - Why financial independence means something different to each individual.
    12:03 - How to reframe the saving process to remove the “deprivation” component of saving.
    17:29 - Why JL is such a big fan of Jack Bogle.
    17:29 - Why timing the market is so both pointless and irrelevant when investing in index funds.
    18:19 - Why Vanguard’s VTSAX is a good index fund and other great options.
    18:19 - How Vanguard aligned itself with its investors.
    20:48 How taking a “hands-off” approach to investing can be wildly successful.
    23:30 - How to simplify the compounding process with index investing.
    27:47 - The optimal way to invest a lump sum.
    32:01 - Why Wall Street sells over-complicated products to their clients.
    32:01 - Why there are conflicts of interest between financial advisors and their clients.
    32:01 - When it makes sense to use financial advisors.
    38:37 - Why JL thinks a house is a terrible investment.
    38:37 - Why your house can be thought of as an expensive indulgence rather than an investment.
    38:37 - The hidden costs of home ownership.
    38:37 - Why easing your kids into learning about financial independence is so important.
    51:52 - How does saving properly provide such powerful financial stability and freedom.
    44:42 - Why focusing on minimizing the expense ratio of index funds is so powerful for compounding your money.
    51:52 - Why getting your “money” right, opens up so many possibilities.
    54:12 - The power of Chautauqua’s.
    And much, much more!

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Buy a copy of JL’s books here.


    Check out JL’s blog here.

    Related Episode: MI041: The Simple Path To Wealth w/ JL Collins | YouTube Video.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota


    Connect with Kyle: Twitter | LinkedIn | Website
    Connect with JL: Twitter | Blog
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Tim Calise, a serial entrepreneur and investor who has worked with Alex Hormozi and now applies what he learned to help service business owners maximize their existing business. You’ll learn how Tim raised over $325 million for a hedge fund in his twenties, how he got involved in the gym franchise business, how he got connected with Alex Hormozi, the biggest mistakes he sees start-ups making, how he helps “compress time” for founders, and much, much more!
    Tim is a versatile entrepreneur, investor, consultant, and podcast host who helps service business owners uncover the profits hidden inside of their existing business. By the age of 25, he had raised over $325mm for his investment company before moving onto building a 7 figure tech-enabled fitness business alongside his wife. 
    Most recently, Tim was one of the 4 Executive Team members at GymLaunch alongside Alex and Leila Hormozi where he oversaw the development and launch of ALAN, a machine learning SaaS company, which grew from zero to $20M ARR in 6 months. Currently Tim helps make founders dreams come true by implementing his Product to Profit TM Framework as a sought after #2 to ambitious founders.

    IN THIS EPISODE, YOU’LL LEARN:

    00:00 - Intro
    02:26 - How Tim’s younger years set the stage for his future entrepreneurial ventures.
    06:08 - What his college business ventures were and what he learned from them.
    09:37 - How he navigated his first job out of college.
    10:50 - How he raised $325 million in 3 years for a hedge fund.
    14:08 - What the investment thesis for the hedge fund was.
    22:54 - How his fund handled the 2008 Great Financial Crisis.
    28:37 - How he got involved in the world of gym franchises.
    32:26 - What the advice Alex Hormozi gave to Tim.
    37:28 - What is it that makes Alex Hormozi a phenomenal entrepreneur.
    41:23 - How they scaled the Gym Launch model beyond gyms into other industries.
    52:00 - Why Tim decided to focus on small businesses to advise after his experience with Alex.
    57:49 - What the biggest mistakes he sees start-ups making.
    60:57 - How he aligns incentives with the founders he works with.
    63:51 - How he finds balance in his life.
    66:07 - What’s the #1 piece of worldly wisdom advice he finds himself giving to clients.

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Recommended Book: $100 Million Offers by Alex Hormozi.

    Recommended Book: Buy Back Your Time by Dan Martell.

    Free Gift: DM “TIP” for a free gift from Tim.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota


    Connect with Patrick: Twitter
    Connect with Tim: Website | LinkedIn | Facebook
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • On today’s Millennial Investing Rewind Episode, Robert Leonards chats with Erin Lowry to discuss her book— Broke Millennial Talks Money: Scripts, Stories and Advice to Navigate Awkward Financial Conversations. Erin is a personal finance expert, founder of Broke Millennial, and the author of the now three-part Broke Millennial Series. Her main goal is to get people more comfortable with their money and to talk about their finances in a way that it is understandable, digestible, non-condescending and most importantly relatable.

    IN THIS EPISODE, YOU’LL LEARN
    00:00 - Intro
    02:14 - What is a money script?
    04:03 - What are the four main money scripts?
    04:03 - How to tell your friends that you can’t afford the same lifestyle they can.
    11:31 - How to ask parents if they can afford retirement and if they need support as they age.
    25:44 - How to open conversations about salaries with co-workers.
    34:58 - What is a prenup and how do we start a conversation with our partner?
    50:13 - How to get on the same page with our partner on everyday money things.
    57:12 - How to prepare kids to have conversations about money.
    And much, much more!

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Related episode: Listen to MI018: Take Control of your Money with Erin Lowry, or watch the video.

    Recommended Book: Broke Millennial Talks Money by Erin Lowry.

    Recommended Book: Broke Millennial Takes On Investing by Erin Lowry.

    Recommended Book: Broke Millennial by Erin Lowry.

    Recommended Book: Millennial Money by Patrick O’Shaughnessy.

    Recommended Book: The Total Money Makeover by Dave Ramsey.

    Recommended Book: Set for Life by Scott Trench.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota


    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • In this week’s episode, Patrick Donley sits down with Clay Finck, host of We Study Billionaires. They do a deep dive into what Clay has learned since becoming a host at TIP, what his biggest takeaways from his favorite interviews have been, who his favorite investors are, how he structures his own portfolio and handles volatility, why The Joys of Compounding is an important book to him, and much more!
    Clay is a value investor who has been inspired by Chris Mayer, Nick Sleep, and Charlie Munger. He is the host of We Study Billionaires and also helps run TIP’s Mastermind community, an initiative he kickstarted in 2023.

    IN THIS EPISODE, YOU’LL LEARN
    00:00 - Intro.
    02:00 - How Clay first got turned on to the world of value investing.
    05:12 - What his first career steps were.
    08:27 - What his thoughts are on index investing vs. active investing.
    10:49 - How his transition from actuarial science to host of TIP went.
    13:56 - What he’s learned since starting as a host as TIP and how his life has changed.
    21:38 - How he has used Twitter to share his ideas.
    27:11 - What he learned from Morgan Housel’s new book.
    30:05 - Who he’d love to sit next to on a flight from Nebraska to New York to learn from.
    47:05 - What his goal is as an investor.
    50:19 - How the TIP Mastermind community has been going and what its benefits are.
    58:33 - Why The Joys of Compounding is an important book for Clay.
    64:52 - What’s in Clay’s portfolio and what some of his favorite holdings are.
    69:48 - How he deals with volatility in his portfolio and what his typical holding period is.

    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Recommended book: Rich Dad Poor Dad by Robert Kiyosaki.

    Recommended book: The Compound Effect by Darren Hardy.

    Recommended book: Atomic Habits by James Clear.

    Recommended book: The Snowball by Alice Schroeder.

    Recommended book: The Simple Path to Wealth by JL Collins.

    Recommended book: Where the Money Is by Adam Seessel.

    Recommended book: Same as Ever by Morgan Housel.

    Recommended book: How Do You Know? by Chris Mayer.

    Recommended book: Dhando Investor by Mohnish Pabrai.

    Recommended book: Richer, Wiser, Happier by William Green.

    Recommended book: One Up On Wall Street by Peter Lynch.

    Recommended book: Zen and the Art of Motorcycle Maintenance by Robert Pirsig.

    Recommended book: The Joys of Compounding by Gautam Baid.

    Check out TIP587: Dino Polska: A Polish Compounder | YouTube video.


    Check out TIP604: Best Quality Idea Q1 2024—Evolution AB | YouTube video.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota


     Connect with Patrick: Twitter
    Connect with Clay: Website | Twitter 
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  • In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Isaac French, designer and builder of Live Oak Lake, a gorgeous 7-unit nature-immersive retreat located just outside Waco, Texas. In this episode, Isaac shares how he did all of this, his early days as an entrepreneur growing up in an intentional community, the role of faith in his life, and how he utilized social media to fuel profitability, and so much more!
    In its first year, the property grossed $1 million, with a net profit of $550,000. He has recently sold Live Oak Lake and today, Isaac teaches others how to build and run hospitality businesses at Experiential Hospitality.

    IN THIS EPISODE, YOU’LL LEARN
    00:00 - Intro.
    02:05 - What it was like for Isaac growing up in a large family in an intentional community.
    18:13 - How his faith impacts how he operates his life and business.
    30:09 - How he got the inspiration for Live Oak Lake.
    35:54 - What went into the creation and development of the property.
    38:55 - How he came up with the design of the cabins.
    49:20 - Why he was able to finish the project so quickly.
    53:10 - What he has been able to automate. 
    54:14 - What it was like building a spec home and breaking his pelvis during the project.
    58:24 - What he would have done differently on the project.
    60:47 - How selling Live Oak Lake went.
    69:19 - Why he’s offering a masterclass in experiential hospitality.
    *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

    Check out episode MI315: The Power of Mentorship w/ Chris Powers | YouTube video.

    Check out episode MI288: Experiencing Unique Stays w/ Ben Wolff | YouTube video.

    Check out the books mentioned in the podcast here.


    NEW TO THE SHOW?

    Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

    Check out our Millennial Investing Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


    Learn how to better start, manage, and grow your business with the best business podcasts.


    SPONSORS
    Support our free podcast by supporting our sponsors:

    DeleteMe

    Monarch Money

    Fundrise

    Linkedin Marketing Solutions

    NerdWallet

    TurboTax

    NetSuite

    Toyota


    Connect with Patrick: Twitter
    Connect with Isaac: Website |  Twitter 
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm