Message the Host Join us for an insightful conversation with John De Goey, portfolio manager at Design Wealth Management, as we explore the evolving landscape of investment strategies. John dives into the appeal of alternative investments, discussing how they can provide stability in a market where traditional assets often seem overpriced. Drawing …

Message the Host In this episode of the Modern Investing with Sidepocket, Dr. Aaron Cook, an orthopedic surgeon turned investor, shares his remarkable transition from medicine to finance. Early on, Dr. Cook's fascination with numbers and economics led him to invest in real estate and stocks, setting the stage for a diverse and well-rounded portfoli…

Message the Host In a recent conversation with Ken Hubbard, partner at the Salvare Fund, Ken shared his journey from a passionate entrepreneur to an empowering force in the investment world. With a focus on merchant cash advances (MCAs), Ken has been dedicated to providing entrepreneurs with enhanced access to capital. His unique approach has not o…

Message the Host In this episode, listeners are treated to an insightful conversation with Adam Koós, President and Portfolio Manager at Libertas Wealth. With over 20 years of experience in investment strategy and a certification as a market technician, Adam shares his journey from aspiring trauma surgeon to becoming a financial strategist passiona…

Message the Host Click Here To Join Katie's Financial Journey on Sidepocket In this episode, Katie Welch—a dynamic entertainer, entrepreneur, and new mom—joins the discussion to share her journey navigating the entertainment industry and her path to financial empowerment. Katie walks us through her professional evolution, from her initial foray int…

Message the Host In the latest episode of the "Modern Investing with Sidepocket" podcast, Artur sits down with the remarkable Jamila Abston Mayfield, founder and CEO of the Jamila Mayfield Group. Jamila's journey is nothing short of inspiring, as she transitioned from aspiring Broadway star to a trailblazer in regulatory compliance and risk consult…

Message the Host This episode features an interview with Mark Willis, CFP and owner of Lake Growth Financial Services. Mark shares his transformative journey from overwhelming student loan debt to achieving real wealth. His unique approach centers around using safe and predictable financial strategies, challenging traditional methods that often lea…

Message the Host We had the pleasure of hosting Shridhar Swaminathan, co-founder and CTO of Sidepocket, a company that’s transforming wealth management by solving the drawdown problem. Shridhar, with over 20 years of experience in startups, technology, leadership, data science, and quantitative investing, shares invaluable insights into his journey…

Message the Host In this episode we meet with Anmol Singh, a seasoned trader and investor, who commenced his journey in financial markets at the age of 18. With over 14 years of experience and having coached more than 10,000 traders and investors, Anmol brings a wealth of knowledge to the podcast including how he incorporates technical analysis wit…

Message the Host In this edition, we dive into the captivating journey of Evan Shubin, the President and Founder of Candlelight Partners, LLC. With a rich experience spanning 25 years that includes founding six companies, achieving three successful exits, and engaging deeply with 25 startups, Evan’s insights are a treasure trove for any budding ent…

Message the Host In this episode, we deep-dive into the dynamic landscape of alternative lending with none other than James Fellus, owner of one of the largest private funders of Merchant Cash Advances here in the USA - funding over $1B+ in deals each year. With over 30 years of experience in financial markets, James shares invaluable insights into…

Message the Host Welcome to the Sidepocket Podcast! Today, we are thrilled to have a special guest, Zecca Lehn. Zecca is the General Partner of Responsibly Ventures, a California-based venture capital firm that backs U.S. PreSeed startups in Social and Sustainable Tech. Guided by multiple UN Sustainable Development Goals, Zecca’s investments are ma…

Message the Host Embarking on the path of entrepreneurship is filled with challenges, uncertainties, and moments of profound insight. In our latest episode of the Modern Investing with Sidepocket podcast, we had the pleasure of sitting down with Justin Dixon, a seasoned recruiter who has successfully transitioned from a stable W2 job to launching h…

Message the Host In this episode, we sat down with Todd Sullivan, a seasoned entrepreneur and CEO of ExitWise, to explore the enthralling journey of building, scaling, and successfully selling businesses. With a track record of establishing and selling four companies, Todd sheds light on the intricacies of the M&A (Mergers and Acquisitions) process…

Message the Host In our latest podcast episode, we had an engaging conversation with AJ Bubb, a dynamic fractional product and innovation leader. AJ's impressive background spans technology and real estate, including his former role as CTO of Lion Rocket Entertainment, where he spearheaded ambitious projects like live-streaming a 25,000-person even…

Message the Host Welcome to another episode of Modern Investing with Sidepocket podcast, featuring Nathan Creswell, a head of product, angel investor, and syndicate lead at Swell Ventures. Nathan shares his impressive journey, beginning in product management at a startup in the Bay Area and rising through the ranks at prominent tech companies such …

Message the Host Diving into the realm of investing, the Modern Investing with SidePocket podcast hosts an illuminating conversation with Israel Suero, a multifaceted investor with experience in real estate, stocks, angel investments, crypto, and venture capital. This episode gives us a glimpse into Israel's journey from his early fascination with …

Message the Host Explore the world of modern finance with Ronald Flores, the CEO of Curious Finance, as he shares comprehensive strategies for navigating today's dynamic economy. Discover the importance of personalized financial goals over generic advice, the role of technology in investments, and the value of diversified and alternative investment…

Message the Host In this episode of the Modern Investing with SidePocket podcast, we venture into the world of modern investing, entrepreneurship, and tech innovation with guest Guy Reams, a seasoned investor and technology executive from New Fund Venture Group. The conversation begins with Guy's unique journey from a computer science professor and…

Message the Host Kris Mathis's journey from a high school teenager captivated by the world of business to a renowned speaker, author, and entrepreneur is a deeply inspiring tale of resilience, courage, and transformation. Facing setbacks early in his career and a life-altering health scare, Kris embraced the philosophy that one must move forward le…

Message the Host In the latest episode of the "Modern Investing with SidePocket" podcast, we dive deep into the intricacies of investment banking, financial advisory, and the riveting world of self-directed IRAs with financial guru Mike Clark. Mike shares his unconventional journey from selling medical devices to mastering the art of raising millio…

Message the Host In this episode, Austin McCulloh, a former financial advisor turned entrepreneur, shares his journey from navigating the complexities of financial advising to launching Reply Assist, a revolutionary tool aimed at helping financial advisors amplify their practice. McCulloh’s transition from financial advising to entrepreneurship in …

Message the Host In this episode, Nick Larson, a luminary in the realms of technology, investing, and entrepreneurial spirit, offers a wealth of insight into staying financially ahead. Larson, the CRO at Unity Central and host of the Silicon Zombies podcast, shares his journey from building a company in the dynamic supply chain space to investing i…

Message the Host Step into the captivating world of cryptocurrency investing with our latest podcast featuring Maximilian Pace, the dynamic co-founder and CEO of Animus Technologies. Max unveils how Animus leverages artificial intelligence to revolutionize crypto investing, by analyzing real-time data to make informed decisions in the volatile mark…

Message the Host In this episode guest Cagri Sarigoz, Head of SEO & AI at CitizenShipper, an experienced marketing and product leader based in Turkey, who also actively invests in startups, real estate, and stock market while working full time Cagri talks about his investment strategy in the US stock market, sparked by a Turkish startup that made U…

Message the Host DC Palter, an angel investor with over 15 years of experience and more than 150 early-stage startup investments, joins the podcast to share insights from his journey. He started as an energy engineer but transitioned into business and startups during the '90s, drawn by the dynamism and impact of working in smaller companies. DC fou…

Message the Host Dive into our latest podcast episode featuring Matteo Costa, startup mentor, angel investor, and ETF strategist! Join us as Matteo shares insights from his journey into angel investing and startup mentoring, including his recent venture into Techstars - as well as learn how he developed his long term ETF portfolio. Discover how Mat…

Message the Host In this episode, we sit down with a trailblazer in the world of finance and investments, nominated as the youngest independent female Fund Manager of the year in 2023. Currently the fund manager at Jevan Capital with over a decade of experience under her belt, she's not just breaking barriers but reshaping the landscape of modern i…

Message the Host In this engaging podcast interview, Patrick McCarthy, a fractional CFO and angel investor, shares his journey from a stock trading game in middle school to becoming a value-focused investor in both public and private markets, emphasizing the importance of long-term thinking, diversified portfolios, and the potential of platforms li…

Message the Host Welcome to the Sidepocket Podcast, where we explore the world of entrepreneurship and investing with Robert Schneider, a seasoned entrepreneur. From childhood ventures like paper routes to success in today's cannabis industry, Robert shares insights into his journey. Discover Robert's approach to investing, highlighted by his busin…

Message the Host In this podcast, Aharon, an intermediate-level investor with a background in tech, discusses his journey and interests. Aharon, a Bay Area native, shares his experience studying tech, obtaining a scholarship, and eventually landing an internship at Visa, where he now works in corporate IT. He highlights Visa's focus on innovative t…

Message the Host As a result of the disconnect between her modest lifestyle growing up in Brooklyn and the flashy, indulgent Wall Street lifestyle, Cara had to come to terms with very different attitudes related to money. She began running Relationship with Money workshops to help participants gain a deeper understanding of their own financial beha…

Message the Host In this podcast interview with Kamil Czubacki, CEO and President of AumBio Wellness Center, Kamil shares his journey from skepticism about alternative wellness technologies to becoming a successful entrepreneur in the field. He discusses how his father's experience with a life-changing technology in Germany inspired him to join the…

Message the Host In this podcast interview with Marc Cohen, a visionary business strategist and founder of Buy Direct Development Companies, the essence revolves around Marc's profound understanding of the five core traits (integrity, accountability, diligence, perseverance, and discipline) that empower businesses to thrive in today's competitive l…

Message the Host In this podcast interview with Nate Bailey, a US Army veteran and leadership coach, he discusses his journey from military service to becoming a championship leader, highlighting the importance of intentionality, mindset, and personal growth. Nate shares insights on his real estate investing experience and his interest in exploring…

Message the Host In this insightful podcast interview with Clay Risher, Director of boutique investment bank True North Capital Partners, the essence lies in the importance of being a fiduciary for clients, partners, and family. Clay touches on the recent example of Kim Kardashian's hefty fine for misrepresenting her involvement with a crypto compa…

Message the Host In a recent podcast interview with Richard Corral, CEO of Retirement Systems, he shares his journey from a young entrepreneur involved in arbitrage opportunities to becoming a registered investment advisor focused on designing financial plans for retirees. Richard's key quote, "Investing is not just about numbers; it's about recogn…

Message the Host In this podcast interview with Jason Nordlund, founder of Norstar Group, Nordlund shares his journey from starting an investment fund to successfully growing capital, with a key turning point being inspired by a real estate infomercial. He emphasizes the importance of being open to various investment classes and the value of self-e…

Message the Host In this podcast interview, Raamon Newman, co-founder and CEO of New Mavericks, shares his fascinating journey from being an aspiring Olympic athlete to becoming a meditating monk and ultimately a leadership development consultant. Raamon emphasizes the importance of inner development, including stress reduction through meditation, …

Message the Host In a recent podcast interview with Shelley Alger, an experienced investor and advisor in the startup ecosystem, she highlighted the transformative impact of tech innovation and stock options on people's lives, tracing her journey from being an early employee at a unicorn company to becoming a founder, angel investor, and startup ad…

Message the Host In this engaging podcast interview with Mac Gardner, he highlights the crucial need to bridge the gap between financial literacy and technology, emphasizing the importance of early financial education for children and teaching them the four functions of money: spending, saving, investing, and giving. Mac simplifies complex financia…

Message the Host In this podcast interview with Ben Kromnick, head of partnerships at Dealmaker and managing partner at LvlUp Ventures, Ben discusses his journey into the private equity investment space and the problems he observed regarding inequity and inefficiency in private equity markets. He emphasizes the need to help founders spend more time…

Message the Host In this enlightening podcast interview with Matthew Lowe, a venture capitalist at Miroma Ventures and Director of the Lowe & Hermes Family Office, Matthew shares insights into the world of venture capital and entrepreneurship. He discusses Miroma Ventures' unique model of trading marketing services for equity and its success in the…

Message the Host Get ready to level up your knowledge of venture capital with Brandon Maier, the founder and General Partner at LvlUp Ventures and the mastermind behind Quake Capital, one of the top 2% early-stage funds in the world. With over 250 investments and a whopping $2.2B under his belt, Brandon has a track record of success with a 94% surv…

Message the Host In this podcast interview, John "Mac" McQuown discusses the serendipitous journey of creating index funds, emphasizing its impact on modern finance, his work at Wells Fargo's management sciences group, the importance of diversification in investment strategies, and emerging technologies like graphene in batteries, encapsulating it …

Hello everyone, This week I speak with Dr. Guy Baker about his decades of experience in the financial markets, of the best performing asset class in the past 90 years, and on the biggest 3 questions you need to be asking about retirement. Dr. Guy's Links His Website Educational Videos My Usual Links Website: www.MainStFinance.org Show Email address…

Hello everyone, This week I talk with Cody Yeh about stock options and how he used them to quit his 9-5 job and invest in real estate. Cody's Links Facebook Page My Usual Links Website: www.MainStFinance.org Show Email address: [email protected] Twitter Account: @MainStMoney YouTube Channel: https://www.youtube.com/channel/UCxWzLF_ZCgeDJ6PcIo…

Hello everyone, This week I talk with Dr. Rufis Rankin, who is the Director of Research for Sidepocket. Sidepocket is an investment firm which helps people invest by creating "Pockets" of assets and allowing investors to pick and choose which pockets to invest in for ease of portfolio diversification. Things Discussed during the episode Principle C…

Hello everyone, This week I sit down and have a great conversation with Tyson Koska, the founder and CEO of OnTrajectory, which is an intuitive financial planning tool to help keep you on your path to a comfortable retirement. Tyson and i get down into the nitty gritty details of exactly what the software tool can do to help give you an idea of whe…

Hello everyone, This week I sit down and have a great conversation with Chairman Douglas Hurst with Elevation Gold. Doug has spent his entire career working within the mining industry and he joins me on the show today to tell some war stories on raising hundreds of millions of dollars as well as explaining the difference between the Junior and Majo…