17: Top 12 Investment Tips: Learning from Episodes 1-16
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 Robert T. Kiyosaki – Rich Dad Poor Dad Mebane Faber – The Intelligent Asset Allocator Discussed: Reccomend Investment Platforms a Books – Resources Page Travel Like a Boss – Ep 125 – Budget Traveling and Bulgaria a 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.