119: Q1 2019 Review, Sam & Johnnys New Investments and Update
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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!
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Links:
Discussed:
- ILAB 04 \\u2013 Stan\\u2019s Brutally Honest Factual Expertise About Annuities
- ILAB 105 \\u2013 Cap Rates \\u2013 Understanding Real Estate Yields and Valuations
- ILAB 108 \\u2013 Money2020 Conference Takeaways with Paytient Founder Brian Whorley
- ILAB 112 \\u2013 FIRE \\u2013 Financial Independence, Retire Early
- ILAB 114 \\u2013 Opportunity Zones \\u2013 Dissecting the Opportunity in O Zones, with Eddie Lorin
- ILAB 116 \\u2013 Bob Sapp \\u2013 MMA, Entertainment, and Financial Planning for Athletes
- ILAB 117 \\u2013 The Big Short? Danny Moses Now Calls The Big Long \\u2013 Cannabis
- ILAB 118 \\u2013 Estate Planning 101 with Matthew Wiley
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Where we are:
- Sam Marks - Boca Grand, Florida
- Johnny FD - Lisbon, Portugal
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Recommended:
- ArtofFX \\u2013 Start with just a $10,000 account (reduced from $25,000)
- Fundrise \\u2013 Start with only $1,000 into their REIT funds (non-accredited investors OK)
- Betterment \\u2013 Get up to 1 year managed free
- PeerStreet \\u2013 Get a 1% yield bump on your first loan
- Wealthfront \\u2013 get your first $15,000 managed free
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Book:
Time Stamps:
- 01:56 - Traveling and moving plans
- 04:52 - Analyzing Johnny FD\\u2019s new net worth
- 05:55 - \\u201cMy net worth has crossed the $700,000 mark\\u201d - 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 - \\u201cYou can easily get into another 30 investments and annual filings become burdensome\\u201d - 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.
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