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Millennial Investing - The Investor’s Podcast Network

Latest episodes

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Feb 6, 2023 • 1h 3min

REI162: The Power of Mindset w/ Jeff Higgins

Patrick Donley talks with Jeff Higgins about building a self-managed portfolio, managing remote rentals, and his learnings from being a men’s success coach.Jeff is a real estate investor with a portfolio of 87 units — 57 in Massachusetts and 30 in Florida. He self-manages his properties and is also a licensed broker in both states. He also works as a men’s success coach for the Fraternity of Excellence, where he helps men find their inner strength and counsels them on their finances.IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro05:15 - How Jeff became involved with the Fraternity of Excellence and men’s success coaching.07:27 - What his inspiration to invest in real estate was.16:41 - What entering the Florida market has been like.27:43 - How he trained his handyman to handle property management.29:02 - Why he prefers Section 8 rentals.35:01 - How he self-manages 87 properties in two different states.42:25 - Why the poem “If” by Rudyard Kipling is his favorite poem to learn to be mentally strong.52:54 - What the most common mental barriers holding people back are.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. Robert’s book The Everything Guide to House Hacking. Rich Dad Poor Dad by Robert Kiyosaki. Richer, Wiser, Happier by William Green. The Confident Mind by Dr. Nate Zinsser. How I Turned $1000 into Five Million in Real Estate by William Nickerson. How to Make Money in Stocks by William O’Neil. Fraternity of Excellence. If by Rudyard Kipling. NEW TO THE SHOW? 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. SPONSORSSupport our free podcast by supporting our sponsors: Range Rover Airbnb NetSuite Public Connect with Patrick (@jpatrickdonley): TwitterConnect with Jeff: Website | Twitter | InstagramSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Feb 3, 2023 • 50min

MI Rewind: Venture Capital Investing w/ Kevin Siskar

Kevin Siskar talks about venture capital investing, the types of companies emerging in the venture capital space, how you can shift yourself to have a growth mindset, and more!Kevin Siskar is the Vice President of Portfolio & Selection at 43North, where he has built a portfolio of over 150 early-stage technology startup companies.IN THIS EPISODE, YOU’LL LEARN:  00:00 - Intro02:01 - What types of companies 43North looks to invest in.07:29 - What types of industries are currently most exciting from Kevin’s point of view?11:16 - How studying human behavior can help you as an investor.23:02 - The differences between working at a large corporation and working at a smaller company.44:53 - How luck has played into the companies that Kevin has worked with.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. Visit Kevin’s blog. Visit 43North’s and Finta’s websites. Related Episode: Listen to MI071: How To Become A Successful Entrepreneur w/ Sean Castrina, or watch the video. Related Episode: Listen to MI117: Impact Investing and Partnerships w/ Zachary Conway & Adrian Grenier, or watch the video. NEW TO THE SHOW? 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. SPONSORSSupport our free podcast by supporting our sponsors: Range Rover Airbnb Toyota Public NetSuite Connect with Kevin: Website | Twitter | LinkedInConnect with Clay: TwitterHELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Feb 2, 2023 • 58min

MI254: Market Anomalies Every Investor Should Know w/ Colin Slabach

Rebecca Hotsko chats with Colin Slabach, who is a professor at NYU, Faculty lead for Masters in Financial Planning program. They talk about what behavioral finance is, his thoughts on the major anomalies that persist in markets, his views about the top behavioral biases investors make and so much more!  IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro03:08 - What behavioral finance is and how it differs from mainstream financial theory. 05:49 - What behavioral finance helps us understand and the implications it has on markets. 07:33 - Some of the major anomalies that persist in markets and the behavioral explanations as to why they exist. 17:17 - Why is it difficult for the average investor to profit from one of these strategies? 24:17 - The top behavioral biases investors make and how they impact investing decisions and outcomes. 24:17 - Colin’s advice on how we can overcome negative behavioral tendencies. 33:54 - Behavioral explanations as to why there are market cycles and deep recessions. 33:54 - Why behavioral biases are hard to profit from in markets. 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. Check out: Colin's Profile.   Related Episode: Listen to MI234: How to Create a Recession Proof Financial Plan w/ Dave Alison, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Robert and Rebecca’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.  SPONSORSSupport our free podcast by supporting our sponsors: Range Rover Airbnb NetSuite Public Connect With Colin: Twitter | LinkedIn Connect With Rebecca: Twitter | InstagramHELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Feb 1, 2023 • 1h 22min

REI161: A Better Way to Build Wealth w/ Sean O’Dowd

Patrick Donley talks with Sean O’Dowd about why he thinks there is a better way to build wealth through starting a business and using the profits to buy real estate investments. Sean graduated from the University of Pennsylvania’s Wharton School and worked at Boston Consulting Group. He left behind this traditional path to success to take a bet on himself and built a one-man consulting shop and dumps all of his profits into real estate.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro09:28 - How buying a diamond engagement ring provided the impetus to start a consulting side hustle.05:25 - What he learned working for one of the top consulting firms in the country.05:25 - How he grew his side hustle into a one-man consulting shop that nets $500,000 per year.12:57 - Why picking the right partner in life is so important.24:04 - What his current real estate strategy is that has proven much more profitable?33:18 - Why his first real estate investments didn’t pan out.55:59 - Why does he think house hacking is a terrible idea?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. Robert’s book The Everything Guide to House Hacking. Hero of the Empire by Candice Millard. But What If We’re Wrong? by Chuck Klosterman. How to Get Rich by Felix Dennis. Give and Take by Adam Grant. Richer, Wiser, Happier by William Green. Atomic Habits by James Clear. Check out Upwork. Check out Catalant. Check out Hemlane. NEW TO THE SHOW? 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. SPONSORSSupport our free podcast by supporting our sponsors: Range Rover Airbnb Toyota Public NetSuite Connect with Patrick (@jpatrickdonley): TwitterConnect with Sean: Website | YouTube | Twitter | LinkedInSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Jan 31, 2023 • 48min

MI253: The Bull Case For Commodities w/ Lucas White

Rebecca Hotsko chats with Lucas White, the portfolio manager at GMO for The Resources and Climate Change Strategies and a partner of the firm. They talk about his outlook for the energy sector, why he thinks energy is still very cheap and undervalued, his views on clean tech companies, and more.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro04:19 - His outlook for the energy sector and the main drivers of performance for the sector long term. 02:25 - Why Lucas thinks energy is still very cheap and undervalued at today’s prices, even after the price run up in 2022. 23:58 - Which segments of the market he thinks are most attractive in this space and offer the greatest opportunities long term? 29:56 - His views on clean tech companies and the opportunities he sees in this space. 29:56 - His thoughts on coal companies transitioning to clean energy and why this may actually reduce shareholder value. 39:31 - How today’s energy crisis is different from previous ones, such as the 1970s oil shock. 41:50 - How the move towards net zero climate targets will change the demand for resources.41:50 - Which resources will benefit the most from this transition? 41:50 - Why he believes copper is the most important resource required to meet the need and demand for the energy transition. 46:37 - Why Lucas prefers investing in the equities that are producing commodities rather than the commodities themselves.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. Check out: GMO Climate Change and GMO Resources. Related Episode: Listen to MI235: Investing in Uncertain Times w/ Louis Gave, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Robert and Rebecca’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.  SPONSORSSupport our free podcast by supporting our sponsors: Range Rover Airbnb NetSuite Public Connect With Lucas: Website | LinkedInConnect With Rebecca: Twitter | InstagramHELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Jan 30, 2023 • 1h 7min

REI160: The Fundrise Approach w/ Ben Miller

Patrick Donley talks with Ben Miller about how his company, Fundrise, is using technology to build a better financial system for the individual investor. Ben Miller is Co-Founder and CEO of Fundrise.Since launching America’s first online real estate investment platform in 2012, Fundrise has now become the largest direct-to-investor alternatives investment manager with more than 385,000 active investors, more than $3.3 billion worth of equity under management, and $7 billion worth of real estate transacted. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro02:14 - What Ben’s early years were like growing up in a real estate family.05:41 - Why his mentor wished upon him a great failure for his first start-up.07:11 - How the idea for Fundrise developed.11:28 - How he handled the 2008 Great Financial Crisis.24:57 - What the regulatory hurdles were like starting the company.35:04 - Why Fundrise is more of a technology company that a real estate firm.48:23 - How inflation and rising interest rates have affected the market.01:07:46 - What trends are most exciting to him at the moment.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. Robert’s book The Everything Guide to House Hacking. Onward, a Fundrise podcast. Related Episode: Listen to REI010: Commercial Real Estate Investing w/ Ian Formigle, or watch the video. NEW TO THE SHOW? 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. SPONSORSSupport our free podcast by supporting our sponsors: Range Rover Airbnb Toyota Public NetSuite Connect with Patrick (@jpatrickdonley): TwitterConnect with Ben: Website | Instagram |Twitter  Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Jan 27, 2023 • 55min

MI Rewind: Tesla Deep Dive w/ Ryan Reeves

Ryan Reeves does a deep dive on Tesla with Clay Finck. They talk about Tesla’s recent partnership with Hertz, what makes Tesla so special relative to other automotive companies, the future of the automotive industry, and much, much more!Ryan has been investing since the age of 12, and is now Founder and CEO of Investing City, an independent equity research platform.IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro03:18 - Ryan’s overall investment strategy.06:13 - How Ryan thinks about the valuation of the high quality companies he invests in.15:12 - How inflation might affect a growth portfolio.17:11 - The implications of the partnership between Tesla and Hertz.24:18 - All of Tesla’s business segments, and which have the most potential to take Tesla’s stock to new highs in the future.35:00 - Elon Musk’s role in the company’s success.50:05 - What the biggest risks are for investors in Tesla’s stock.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 MI055: Stock Picking Strategies and Lessons in Investing w/ Ryan Reeves, or watch the video. Related Episode: Listen to MI074: Airbnb & DoorDash IPOs And A Deep Dive Into Square w/ Ryan Reeves, or watch the video. NEW TO THE SHOW? 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. SPONSORSSupport our free podcast by supporting our sponsors: Range Rover Airbnb Toyota Public NetSuite Connect with Ryan: Website | Twitter | LinkedInConnect with Clay: TwitterHELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Jan 26, 2023 • 48min

MI252: ETF Deep Dive w/ Andrew Kadjeski

Rebecca Hotsko chats with Andrew Kadjeski about how the ETF structure and ecosystem works, how to compare ETFs with similar objectives but different indices and determine which is better, the importance of keeping a consistent exposure to the same index for investors building a portfolio using several ETFs, why Vanguard dumped MSCI Indexes in favor of CRSP for most US index funds in 2012, the three main costs associated with ETFs, when and how ETF’s take their fees, why investors should avoid trading ETFs really early in the open of a market open, why it's better to trade international ETFs at a time that coincides with the hours of the underlying shares local markets, what are some ways that ETFs can be used for short term goals, the two types of capital gains investors need to be aware of with ETFs, the difference between CAD listed vs US listed ETFs that track the same market, why can ETFs differ from their NAV, what does this mean if it’s trading at a premium or discount to the NAV, when is the best time to buy international ETFs, and so much more!IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro03:07 - How the ETF structure and ecosystem work. 07:55 - How to compare ETFs with similar objectives but different indices and determine which is better. 09:45 - The purpose of the indexes that ETFs track. 10:58 - Why Vanguard dumped MSCI Indexes in favor of CRSP for most US index funds in 2012. 13:48 -The three main costs associated with ETFs. 13:48 - When and how ETF take their fees? 13:48 - Why investors should avoid trading ETFs really early in the open of a market open. 20:56 - Why it's better to trade international ETFs at a time that coincides with the hours of the underlying shares local markets. 23:03 - What are some ways that ETFs can be used for short term goals? 24:16 - The two types of capital gains investors need to be aware of with ETFs. 27:42 - The difference between CAD listed vs US listed ETFs that track the same market. 32:34 - Why can ETFs differ from their NAV, what does this mean if it’s trading at a premium or discount?32:34 - When is the best time to buy international ETFs? 38:45 - For investors building a portfolio using several ETFs, the importance of keeping a consistent exposure to the same index. 49:29 - What differentiates Vanguard from other ETF providers?   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. Check out: Currency Hedging Decision. Related Episode: Listen to MI244: Mastering Factor Investing w/ Wes Crill, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Robert and Rebecca’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. SPONSORSSupport our free podcast by supporting our sponsors: Range Rover Airbnb NetSuite Public Connect with Andrew: Website | LinkedInConnect with Rebecca: Twitter | Instagram HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Jan 25, 2023 • 57min

REI159: From Receptionist to Urban Infill Developer w/ Sean Sweeney

Patrick Donley talks with Sean Sweeney about his real estate journey from working as a receptionist in San Francisco to becoming a general partner of Hall Sweeney. His company has done seven ground-up new construction projects in Minneapolis with a total value of over $100 million. Prior to forming Hall Sweeney, Sean worked in acquisitions at Timberland Partners, where he was responsible for opening new markets and acquisitions.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro07:05 - What his early inspirations were for getting interested in real estate.14:38 - Why starting as a receptionist was one of Sean’s smartest career decisions.15:59 - How he launched his own firm.16:53 - How he handled the 2008 Great Financial Crisis.27:25 - What are the common mistakes people make when networking?46:09 - Why he chose infill development as his main focus.46:11 - Where his love for great design developed.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. Robert’s book The Everything Guide to House Hacking. Rich Dad Poor Dad by Robert Kiyosaki. Making it in Real Estate by John McNellis. NEW TO THE SHOW? 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. SPONSORSSupport our free podcast by supporting our sponsors: Range Rover Airbnb Toyota Public Fundrise NetSuite Connect with Patrick (@jpatrickdonley): TwitterConnect with Sean: Website | TwitterSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Jan 24, 2023 • 55min

MI251: Mastering Your Money w/ Dave Alison

Rebecca Hotsko chats with Dave Alison. In this episode, they discuss the 3 accounts we can funnel our money into and which investments we should ideally hold in each account, what problems can arise later on from having most of your wealth tied up in pre tax accounts, what are some other tax deductions we can create beyond putting money into tax deferred accounts, and much more! Dave Alison, CFP®, EA, BPC, is a financial planner and entrepreneur and is the lead trainer and a founding partner of Clarity 2 Prosperity where Dave serves as a mentor and coach to thousands of financial advisors nationwide. He has developed numerous holistic financial planning training and is the creator of The Tax Management Journey℠. Dave’s ability to engineer advanced financial, tax, investment, insurance, and estate planning needs into one holistic plan also led him to found Alison Wealth Management, which serves clients virtually across the U.S. Dave is also a member of the Financial Planning Association.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro04:05 - What investment options Dave recommends for someone who has a near term goal (of less than 2 years) but they don’t want their money just sitting in cash. 06:32 - What investment options Dave recommends for someone who is very risk averse and wants an investment that offers a guaranteed return, even if it’s low. 10:10 - What situations does it make sense for a millennial to start considering annuities? 12:25 - The three resources permanent life insurance provides. 14:27 - His framework for building a tax efficient savings and accumulation plan. 16:21 - The 3 accounts we can funnel our money into and which investments we should ideally hold in each account. 27:00 - What problems can arise later on from having most of your wealth tied up in pre tax accounts. 33:18 - What are some other tax deductions we can create beyond putting money into tax deferred accounts. 37:46 - When it makes sense to sell a losing investment. 45:48 - When it would make sense for an individual to do a Roth Conversion. 52:26 - The order of how we should take distributions in the most tax optimal way. 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. Check out: Clarity 2 Prosperity.  Check out: Alison Wealth Management. Related Episode: Listen to MI193: Risk Management Techniques & Studying Warren Buffett w/ Max Rudolph, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Robert and Rebecca’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. SPONSORSSupport our free podcast by supporting our sponsors: Range Rover Public Airbnb Meyka Fundrise NetSuite Connect with Dave: Twitter | LinkedIn Connect with Rebecca: Twitter | Instagram HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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