Shows
Modern Investing PodcastJake Martyn on Building a 7-Figure Collectibles Business, Creator Commerce, and Alternative Investing | Modern Investing PodcastMessage the HostIn this episode, we sit down with Jake Martyn, CEO of Martyn & Co., to explore the unconventional path from content creation to multi-million dollar entrepreneurship - and how it led him into the world of alternative investing. Starting with Pokémon livestreams and evolving into a thriving collectibles empire, Jake's journey proves that creativity, agility, and curiosity can drive serious business success.We explore:How Jake turned a pandemic-era hobby into a 7-figure live commerce businessThe rise of collectible assets and the new rules of creator-led entrepreneurshipJake's shift into i...2025-07-1748 min
Modern Investing PodcastCorey White on Cybersecurity Innovation, Inclusive Tech & Investing in Resilience | Modern Investing PodcastMessage the HostIn this episode, we sit down with Corey White, founder and CEO of Cyvatar.Ai, to explore how cybersecurity and diversity are reshaping the tech and investing landscape. With decades of experience in tech and a proven entrepreneurial track record, Corey is redefining what it means to build a resilient, future-ready business—one that’s secure, scalable, and inclusive.We explore:How Cyvatar.Ai simplifies cybersecurity as a growth enabler, not just a defensive shieldWhy investing in cybersecurity is essential for modern portfolios—and how to evaluate opport...2025-07-1157 min
Modern Investing PodcastKatie Fenner, CFA on Empowering Families Through Financial Literacy & Generational Wealth Building | Modern Investing PodcastMessage the HostIn this episode, we sit down with Katie Fenner, CFA, former private wealth advisor at Goldman Sachs, to explore why financial literacy is one of the most powerful forms of legacy planning. Katie shares her journey from managing portfolios for ultra-high-net-worth families to her current mission: empowering everyday investors and parents to build generational wealth with confidence and clarity.We explore:The surprising knowledge gaps among well-educated families when it comes to 529 plans, custodial accounts, and early investment strategiesWhy open conversations about money are critical for raising...2025-06-2739 min
Modern Investing PodcastKetty Minissale on How Wellness Fuels Wealth, Resilience & Smarter Investing | Modern Investing PodcastMessage the HostIn this episode, we sit down with Ketty Minissale, co-founder of The Energy Lab, to explore the powerful relationship between physical health and financial performance. After leaving a secure career in the automotive industry, Ketty embraced entrepreneurship with a mission: to help leaders optimize energy, clarity, and well-being—because true wealth starts with health.We explore:Why burnout and chronic stress silently sabotage decision-making, risk tolerance, and wealth creationHow Ketty made the leap from corporate stability to launching a wellness business rooted in science and soulPractical tools fo...2025-06-2048 min
Modern Investing PodcastBrandon Schwab on Building Compassionate Wealth Through Boutique Senior Living | Modern Investing PodcastMessage the HostIn this episode, we sit down with Brandon Schwab, founder and CEO of Shepherd Premier Senior Living, to explore how boutique senior housing can deliver both meaningful impact and high-performing returns. Sparked by a personal experience with subpar elder care, Brandon set out to reimagine the traditional big-box model—replacing it with warm, residential communities that prioritize dignity, intimacy, and human connection.We explore:Why small-scale, home-style senior living outperforms traditional facilities on both quality of care and investment metricsHow Brandon transitioned from real estate investor to ca...2025-06-1337 min
Modern Investing PodcastAlexander Flecker on SynthEquity, Risk Discipline & Thriving in Volatile Markets | Modern Investing PodcastMessage the HostIn this episode, we sit down with Alexander Flecker, VP of Sales and Marketing at Measured Risk Portfolios, to talk about what it really takes to navigate volatility with confidence. Blending insights from a blue-collar upbringing and white-collar finance career, Alex shares his journey into structured credit, wealth management, and his mission to help investors stay steady—especially when markets get shaky.We explore:How Alex’s 2020 market experience shaped his views on risk tolerance and investor behaviorThe importance of sticking to a strategy through emotional turbulenceMeasured Risk’s “Synth Equity” strategy—c...2025-06-0540 min
Modern Investing PodcastMichael Harries on AI, Robotics & How to Win in Deep Tech VC | Modern Investing PodcastMessage the HostIn this episode, we sit down with Michael Harries, partner at Robotics Hub and a veteran investor in artificial intelligence, robotics, and deep tech. From his early fascination with Isaac Asimov’s sci-fi to advising startups at the cutting edge of automation and machine learning, Michael brings a rare depth of insight into how transformative technologies are funded, built, and scaled.We explore:What sets deep tech apart from traditional startups—and why it matters for investorsHow Robotics Hub identifies, vets, and supports startups solving real-world problems in automation, logistics, and adva...2025-05-2141 min
Modern Investing PodcastMariane Becker & Kristopher Floyd on Backing Female Founders, AI Startups & Purpose-Driven VC | Modern Investing PodcastMessage the HostIn this episode, we sit down with Mariane Becker and Kristopher Floyd—two investors reimagining the future of venture capital by blending high-return strategies with deep purpose. Mariane, an early investor in Amazon and Google, shares her journey from Wall Street to championing underrepresented founders. Kristopher, a military veteran turned VC strategist, brings a disciplined, mission-oriented lens to identifying startups poised for transformative impact.We explore:Why women-founded startups receive less than 2% of VC funding—and what Mariane and Kristopher are doing to change thatThe Founders Bay community and how it brid...2025-05-2051 min
Modern Investing PodcastAnmol Goel on Venture Studios, Family Offices & Purpose-Driven VC Expansion | Modern Investing PodcastMessage the HostIn this episode, we sit down with Anmol Goel, CEO of Gacsym Ventures, to explore how he’s rewriting the playbook for early-stage investing. Blending the operational rigor of a venture studio with the patient capital of a family office, Anmol shares a hybrid model that’s helping founders build durable companies—while offering investors more aligned, long-term value.We explore:Why Gacsym focuses on Indian-origin founders and leverages cultural fluency as a competitive edgeHow combining syndicates, strategic mentorship, and global family offices enables faster, smarter dealsThe shortcomings of traditional VC and ho...2025-05-1538 min
Modern Investing PodcastAriel Fu on Digital Nomad Investing, Geo-Arbitrage & Deep Tech Strategy | Modern Investing PodcastMessage the HostIn this episode, we’re joined by Ariel Fu, Partnerships Lead at Neo Ventures and a global digital nomad who’s redefining what financial success looks like on the move. Ariel shares her bold journey from Canada’s traditional finance world to a fully remote lifestyle rooted in purpose, mobility, and investing with intention.We explore:How the pandemic sparked her leap into digital nomadism and financial independenceThe benefits of geo-arbitrage and tax optimization for remote professionalsWhy financial stability—not just flexibility—is the real foundation of location freedomHer long-term, passive investing...2025-05-1537 min
Modern Investing PodcastTejal Shah on Capital Strategy, Founder's Mindset & Building Wealth Through Diverse Experiences | Modern Investing PodcastMessage the HostIn this episode, we sit down with Tejal Shah, VP of Investment Banking at US Capital, whose career journey spans mechanical engineering, wealth management, entrepreneurship, and investment banking. Tejal brings a rare, multidimensional lens to capital strategy—highlighting how founders and investors can leverage diverse funding mechanisms beyond traditional equity-based approaches.We explore:Why non-dilutive capital (like grants, credit, and debt) is a powerful tool for foundersHow Tejal’s background as a founder informs her investment decision-makingThe psychology behind capital allocation and the role of automation in mitigating emotional biasStrategic relationship-building as t...2025-05-0735 min
Modern Investing PodcastJB Butler on Empathy-Driven Growth, Human-Centered Investing & Wealth with Purpose | Modern Investing PodcastMessage the HostIn this episode, we sit down with JB Butler, Founder of Just Be Unlimited and Head of Growth Strategy at Consumer 51, for a powerful conversation on redefining success through empathy-driven growth. JB’s philosophy centers around leading with humanity—whether in business, investing, or community development—and his stories challenge the idea that financial growth and emotional intelligence are mutually exclusive.We explore:What it means to lead with empathy in entrepreneurship and investmentA real-world case study on transforming police recruitment through community mirroringHow to diversify and adapt your investment strategy during...2025-05-0146 min
Modern Investing PodcastChristian Khoury on AI Compliance, Mindshare Investing & the Hero’s Journey for Founders | Modern Investing PodcastMessage the HostIn this episode, we sit down with Christian Khoury, founder and CEO of Easy Audit—the world’s first AI-powered compliance platform transforming how investors and companies manage risk. With roots at Deloitte and a passion for innovation, Christian unpacks the urgent need for smarter, automated compliance systems in today’s fast-moving financial landscape.But this conversation goes far beyond tech. Christian dives into the emotional and psychological side of entrepreneurship, sharing how storytelling frameworks like the Hero’s Journey can help founders pitch more effectively, build trust, and find clarity in their pe...2025-04-2549 min
Modern Investing PodcastAriadne Prieto on ESG Investing, Climate Tech, and Solar Tax Strategies | Modern Investing PodcastMessage the HostIn this episode, we welcome Ariadne Prieto—Head of Strategy and Business Development at Green Day Finance and the voice behind the globally recognized sustainable finance blog, Flick Talks. Ariadne shares her unconventional path from mergers and acquisitions into the fast-evolving world of ESG (Environmental, Social, and Governance) investing, revealing how values-aligned capital allocation can offer both impact and strong returns.Ariadne explains how ESG frameworks are more than a trend—they’re a practical risk management tool in today’s volatile markets. She highlights how commercial solar tax strategies and diversified sustaina...2025-04-2540 min
Modern Investing PodcastModern Investing with Sidepocket Podcast: Christian Khoury on AI-Driven Compliance and Mindshare InvestingMessage the HostIn this episode, we sit down with Christian Khoury, founder and CEO of Easy Audit, to talk innovation at the intersection of finance, compliance, and security. With experience from top-tier firms like Deloitte, Christian shares the personal journey that led him to create the world’s first AI-powered compliance platform—and why it's poised to revolutionize how investors and companies manage risk and efficiency in a fast-moving market.Christian also opens up about the power of storytelling, not just in business pitches, but in personal growth. He breaks down timeless narrative frameworks like...2025-04-1900 min
Modern Investing PodcastGavin Nathan on How Tokenization Is Reshaping Asset Ownership and Investing | Modern Investing PodcastMessage the HostIn this episode, we sit down with Gavin Nathan—digital economy strategist and tokenization expert—to explore how blockchain is fundamentally changing the way we invest. Gavin demystifies tokenization, explaining how real-world assets can now be converted into digital tokens, offering fractional ownership, enhanced liquidity, and greater access to traditionally illiquid markets.He walks listeners through the mechanics of tokenization and why it's such a powerful evolution in modern finance—especially for investors eager to participate in asset classes like commercial real estate, collectibles, or private equity without needing millions in capital.T...2025-03-1552 min
Modern Investing PodcastMohit Avadhanula on Building Trading Bots and the Future of Fintech | Modern Investing PodcastMessage the HostIn this episode, we speak with Mohit Avadhanula—a rising fintech innovator, programmer, and former Sidepocket intern—about how technology is reshaping the future of investing. Mohit shares his early journey into financial markets, beginning with his first brokerage account in college and evolving into the development of an automated options trading bot driven by technical indicators like moving averages and RSI.His story offers a compelling look at how combining programming skills with financial strategy can empower individuals to manage risk, reduce emotional bias, and automate success.Tune in to h...2025-03-1226 min
Modern Investing PodcastDhruv Vig on Solving ETF Misclassification with Pure-Play Precision | Modern Investing PodcastMessage the HostIn this episode, we sit down with Dhruv Vig, CEO of Langar Holdings, to explore how his firm is redefining the way investors approach Exchange-Traded Funds (ETFs). With a background spanning health tech, venture capital, and finance, Dhruv brings a multidisciplinary perspective to solving a critical issue in today’s ETF landscape: misclassification.Many investors assume their ETFs offer focused exposure—only to discover hidden holdings that don’t align with their sector strategy. Dhruv explains:Why most ETFs don’t do what they claim—and how this erodes portfolio performanceWhat “pure-play” E...2025-03-1145 min
Modern Investing PodcastBethany Jeanfreau on Wealth, Freedom, and Investing as an Expat Entrepreneur | Modern Investing PodcastMessage the HostIn this episode, we sit down with Bethany Jeanfreau—fractional Chief Marketing Officer and founder of Red Rhino Exec—to explore her unconventional path to building wealth while living and working abroad.From China to Portugal, Bethany has crafted a lifestyle that blends business savvy with personal freedom. Her investment approach is equally unorthodox: instead of spreading capital across passive assets, she doubles down on companies where she has a direct impact. Her story reveals how strategic, hands-on investing can be a powerful engine for financial independence.Listen in as Beth...2025-03-1044 min
Modern Investing PodcastJason Connell on Inner Clarity and Unlocking Purpose-Driven Wealth | Modern Investing PodcastMessage the HostIn this episode, we explore the often-overlooked link between inner clarity and financial success with Jason Connell—former CEO, world-traveling speaker, and now a psychotherapist for high-achieving professionals.Jason’s journey defies convention: from magician and leadership consultant to walking away from outward success in search of deeper meaning. Today, he helps high-net-worth individuals rewire their relationship to achievement and align their lives with purpose.Tune in to hear Jason discuss:Why true wealth begins with the mind—not your bank accountThe career path that took him from center stage...2025-03-0656 min
Modern Investing PodcastWanjiku Chebet Kanjumba on Investing in the Future of Space Infrastructure | Modern Investing PodcastMessage the HostIn this episode, we explore the extraordinary rise of the commercial space economy with Wanjiku Chebet Kanjumba—scientist astronaut candidate and founder of Omega Spaceport, the world’s first commercially operating equatorial spaceport.Wanjiku brings a bold and visionary perspective: investing in space today could mirror the opportunity of investing in the internet in the 1990s. With deep experience in aerospace and a global mission to make space more accessible, she walks us through the fast-evolving frontier of space investing—and why now is the time to pay attention.You’ll disco...2025-03-0450 min
Modern Investing PodcastJorge Nader on AI-Powered Investing and Turning Tech into Financial Freedom | Modern Investing PodcastMessage the HostIn this episode, we sit down with Jorge Nader—software engineer, entrepreneur, and founder of Cognito Labs—to explore how creative thinking, technical innovation, and resilience can unlock new doors in both investing and entrepreneurship.An immigrant from Mexico, Jorge’s path to financial independence is a remarkable story of grit and ingenuity. From building gadgets as a child to earning a degree in electrical and computer engineering from Oregon State University, Jorge has always lived at the intersection of curiosity and capability. Along the way, he contributed to cutting-edge research in AI and...2025-02-2133 min
Modern Investing PodcastJohn De Goey on Bullshift, Bias, and the Case for Alternative Investing | Modern Investing PodcastMessage the HostIn this episode, we sit down with John De Goey, portfolio manager at Design Wealth Management and author of Bullshift, to unpack how investors can navigate today’s financial turbulence through evidence-based decision-making and strategic diversification.John shares his post-2008 pivot to discretionary portfolio management and explains why removing emotion from financial planning is critical in an era defined by market overvaluation and hype. He dives deep into the psychology of investing—particularly the dangers of optimism bias and overconfidence—and how these tendencies lead investors astray. Drawing insights from his three books...2025-02-2136 min
Modern Investing PodcastDr. Aaron Cook on Risk, Real Estate, and Purpose-Driven Investing | Modern Investing PodcastMessage the HostIn this episode, we welcome Dr. Aaron Cook, an orthopedic surgeon whose passion for numbers and economics led him from the operating room to building a thriving investment portfolio. With a deep curiosity for financial systems and a disciplined mindset shaped by years in medicine, Dr. Cook shares how he taught himself to navigate markets, diversify his assets, and develop a purpose-driven approach to wealth building.We explore how Dr. Cook began investing in real estate and stocks early in his career, and how living below his means created the foundation for...2025-02-1142 min
Modern Investing PodcastKen Hubbard on MCA Investing, Capital Access, and Funding Smarter Growth | Modern Investing PodcastMessage the HostIn this episode, we sit down with Ken Hubbard, Partner at Salvare Fund, to unpack how he's transforming the world of merchant cash advance (MCA) investing. With a background as a serial entrepreneur and a sharp eye for alternative lending, Ken shares how he’s reshaping MCA structures to create more stable returns for investors—while empowering small businesses with smarter access to capital.Ken reveals how MCA investing, when done with discipline and innovation, can serve as a bridge for business owners during critical cash flow moments. But he also offers an i...2024-11-1440 min
Modern Investing PodcastAdam Koós on Tactical Investing, Market Discipline, and Wealth Preservation | Modern Investing PodcastMessage the HostIn this episode, we sit down with Adam Koós, President and Portfolio Manager at Libertas Wealth Management Group. With more than two decades of experience and a background as a Certified Market Technician (CMT), Adam brings a strategic and data-driven lens to investing that helps clients avoid costly financial pitfalls.Originally on the path to becoming a trauma surgeon, Adam shares how a deep desire to help people—combined with a disillusionment with traditional financial advice—led him to launch his own firm. Through a mix of tactical asset rotation, trend-following, and r...2024-10-2435 min
Modern Investing PodcastKatie Welch on Financial Empowerment, Motherhood, and Creative Entrepreneurship | Modern Investing PodcastMessage the HostIn this episode, we welcome Katie Welch—a multifaceted performer, entrepreneur, and new mom—as she shares her inspiring evolution from artist to financially empowered creator.Katie opens up about her career journey, starting in a girl group and eventually navigating a multifaceted creative life in Los Angeles. She reflects on the instability of the entertainment industry and how evolving technology and social platforms have shifted the dynamics of creative entrepreneurship. These changes, she explains, present both challenges and new opportunities for building sustainable income and generational wealth.The conversation expl...2024-10-1821 min
Modern Investing PodcastJamila Mayfield on Financial Inclusion, Venture Investing, and Building Wealth with Purpose | Modern Investing PodcastMessage the HostIn this episode, we sit down with Jamila Abston Mayfield—accredited investor, former SEC regulator, and founder of The Jamila Mayfield Group—to explore how she’s championing financial inclusion through strategic investing.Jamila’s story is as unique as it is inspiring. From pursuing Broadway dreams to becoming a trusted advisor in regulatory compliance and financial services, her journey reflects grit, vision, and intentional wealth-building. She shares:The career pivot that led her from musical theater to Ernst & Young and the SECHow she evaluates VC opportunities through alumni networks and impact l...2024-09-261h 04
Modern Investing PodcastMark Willis on Turning Debt into Wealth and Rethinking Retirement Strategies | Modern Investing PodcastMessage the HostIn this episode, we sit down with Mark Willis, Certified Financial Planner™ and owner of Lake Growth Financial Services, to explore a radically different path to building wealth—by transforming debt into financial freedom.Mark shares his personal story of paying off six figures in student loans and how that challenge led him to question conventional financial advice. Now a nationally recognized expert on alternative wealth strategies, Mark walks us through:Why 401(k)s, IRAs, and deferred taxes may not serve entrepreneurs as well as promisedHow management fees and market volatility quie...2024-09-1240 min
Modern Investing PodcastShridhar Swaminathan on Solving the Drawdown Problem and Automating Wealth Management | Modern Investing PodcastMessage the HostIn this episode, we sit down with Shridhar Swaminathan, Co-Founder and CTO of Sidepocket, to explore how automation, quantitative investing, and behavioral risk management are reshaping the future of wealth management.With 20+ years of experience spanning data science, technology startups, and financial strategy, Shridhar shares:His transition from tech consulting to quant investing and fintech innovationWhy Sidepocket was built to solve the “drawdown problem” for everyday investorsHow automation eliminates emotional decision-making and supports portfolio resilienceTactical advice for entrepreneurs selling their businesses and reallocating capitalWhy systematic investing, diversification, and risk modeling matter more...2024-09-0552 min
Modern Investing PodcastAnmol Singh on Psychology-Driven Trading, Risk Management, and Building Wealth | Modern Investing PodcastMessage the HostIn this episode, we sit down with Anmol Singh—veteran trader, investor, and founder of LiveTraders—to explore how mastering the psychology behind trading can lead to long-term investing success.With 14+ years of experience and over 10,000 students coached, Anmol shares:How he began trading at 18 and built a successful career through discipline and mindsetWhy coaching and mentorship are essential for new tradersThe importance of risk management in both short-term trading and long-term investingHis “two-bucket” strategy for balancing income generation and wealth buildingWhy trading psychology matters just as much as technical analysisHow tools li...2024-08-2341 min
Modern Investing PodcastEvan Shubin on Startup Exits, Angel Investing, and Equity-for-Expertise | Modern Investing PodcastMessage the HostIn this episode, we sit down with Evan Shubin, a 6x founder, 3x exited entrepreneur, and angel investor in over 25 startups. Now leading Candlelight Partners, LLC, Evan offers a rare window into what it takes to build, scale, and exit successful ventures—and how he now invests full-time across multiple asset classes.With 25+ years of experience, Evan shares:How he bootstrapped Exhibitor Invites into a million-dollar trade show marketing firmWhy he now works as a fractional C-suite leader in exchange for equityHis investing playbook across startups, real estate, and public marketsKey le...2024-08-1652 min
Modern Investing PodcastJames Fellus on High-Yield Fixed Income Through MCA Syndication | Modern Investing PodcastMessage the HostIn this episode, we sit down with James Fellus, a veteran investor and owner of one of the largest private Merchant Cash Advance (MCA) funding firms in the U.S., facilitating over $1 billion in deals each year.With more than 30 years of experience in financial markets, James shares a behind-the-scenes look at how high-yield fixed-income opportunities can be found through MCA syndication and alternative lending. He unpacks:The mechanics of MCA investing—and how it differs from traditional lendingWhy MCA syndication can generate double-digit returnsHow his firm evaluates a business’s cash...2024-07-1947 min
Modern Investing PodcastZecca Lehn on Investing for Impact and Sustainability | Modern Investing PodcastMessage the HostIn this episode, we sit down with Zecca Lehn, General Partner at Responsibly Ventures, a California-based VC firm investing in U.S. PreSeed startups that align with the UN Sustainable Development Goals.With a background as an Environmental Economist, Data Scientist, and Nonprofit Board Member, Zecca brings a rare blend of analytical rigor and human-centered investing to the venture world. He shares:His journey from living off-grid on a remote island to launching a mission-driven fundWhat it means to invest at the...2024-07-1041 min
Modern Investing PodcastJustin Dixon on Leaving the W2 World, Building a Recruiting Firm & Investing with Strategy | Modern Investing PodcastMessage the HostIn this episode, we sit down with Justin Dixon, founder of Hire Tomorrow, who shares his journey of leaving the corporate W2 world to launch a recruiting firm and build a diversified investment portfolio—all during the height of the COVID-19 pandemic.Justin shares:How he prepared financially to make the leap into entrepreneurshipThe importance of spending discipline and savings before leaving a stable jobHis strategy for strategic networking, including landing consistent business from a private equity fi...2024-06-2942 min
Modern Investing PodcastTodd Sullivan on Mastering Business Exits, M&A Strategy & Creating Post-Sale Wealth | Modern Investing PodcastMessage the HostIn this episode, we sit down with Todd Sullivan, serial entrepreneur and CEO of ExitWise, to explore the art and science of successful business exits. With four successful exits under his belt, Todd shares what most founders overlook—and what makes the difference between a mediocre and a life-changing M&A deal.Todd reveals:Why professional representation is non-negotiable in maximizing valuationHow to prepare your financials and story to stand up to intense buyer scrutinyWhy knowing your “number” (your ideal...2024-06-1338 min
Modern Investing PodcastAJ Bubb on Real Estate Investing, Innovation Strategy & Wealth Management for Entrepreneurs | Modern Investing PodcastMessage the HostIn this episode, we’re joined by AJ Bubb, fractional product and innovation leader, former CTO of Lion Rocket Entertainment, and experienced real estate investor—to explore what it takes to invest and build with confidence during challenging market conditions.AJ shares:How he live-streamed a 25,000-person NASA event from a remote airfield—and what it taught him about innovation under pressureHis transition from tech to active real estate investing, and why he prefers profitable assets over fixer-uppersAdvice for 2024-06-061h 13
Modern Investing PodcastNathan Creswell on Product-Led Investing, B2B SaaS Strategy & the Rise of Web3 and AI | Modern Investing PodcastMessage the HostIn this episode, we sit down with Nathan Creswell—Head of Product, angel investor, and syndicate lead at Swell Ventures—to explore how deep product expertise can drive smarter, more strategic early-stage investments.Nathan shares:His journey from early product roles at Bay Area startups to leadership at Salesforce and ZuoraHow product thinking informs his angel investment thesis—especially in B2B SaaSInsights on vetting early-stage companies through team, timing, and technical readinessHis take on AI...2024-05-3145 min
Modern Investing PodcastIsrael Suero on Making Asymmetric Bets, Building Legacy, and Winning Across Asset Classes | Modern Investing PodcastMessage the HostIn this episode, we speak with Israel Suero, a seasoned investor and Limited Partner at Dash VC, whose journey spans Wall Street, tech leadership at Uber Eats and DoorDash, and bold investments across real estate, crypto, angel deals, and venture capital.Israel shares:His evolution from stock trading with family to strategic VC and angel investmentsHow he leveraged career transitions—from Wall Street to scaling in tech—to sharpen his investing edgeThe power of making asymmetric bets: high-upside, calculated-risk deci...2024-05-2555 min
Modern Investing PodcastRonald Flores on Building Wealth Teams for Business Owners & Navigating Modern Finance with Purpose | Modern Investing PodcastMessage the HostIn this episode, we sit down with Ronald Flores, CEO of Curious Finance, to explore how personalized, team-based financial strategies are reshaping wealth management—especially for business owners and high-achievers navigating today’s fast-changing economy.Ronald shares:Why goal-based planning outperforms one-size-fits-all financial adviceHow business owners can build wealth management teams to handle taxes, insurance, investments, and riskThe growing importance of alternative investments and diversificationHis thoughts on how technology empowers clients while keeping advisors relevantWhy holistic planning is the...2024-05-1744 min
Modern Investing PodcastGuy Reams on Chess, B2B Tech Investing & Building Long-Term Wealth Through Strategy | Modern Investing PodcastMessage the HostIn this episode, we explore the intersection of technology, strategy, and entrepreneurship with Guy Reams, investor, tech executive, and member of New Fund Venture Group.Guy shares:His journey from computer science professor to tech executive and founder of a non-profit chess clubLessons from transitioning between academia, corporate roles, and startup investingHis approach to identifying early-stage opportunities in B2B SaaS, with a focus on team dynamics and tractionA behind-the-scenes look at...2024-05-1050 min
Modern Investing PodcastKris Mathis on Investing in People, Passion & Potential: The Power of Purpose-Driven Entrepreneurship | Modern Investing PodcastMessage the HostIn this episode, we’re joined by Kris Mathis—entrepreneur, author, and creator of Let’s Help Her Win, a new reality series aimed at empowering women entrepreneurs through capital, mentorship, and visibility.Kris shares:His personal story of resilience, reinvention, and rising above setbacksWhat pushed him to leave a traditional path and step boldly into full-time entrepreneurshipWhy he believes in investing with both head and heart—especially when backing underrepresented foundersThe vision behind Let’s Help Her Win and how it...2024-05-0340 min
Modern Investing PodcastMike Clark on Tactical Wealth Building, Self-Directed IRAs & Breaking the Mold of Traditional Finance | Modern Investing PodcastMessage the HostIn this episode, we sit down with Mike Clark, a financial advisor with a bold background in investment banking, capital raising, and alternative strategies. From selling medical devices to raising millions and guiding clients through self-directed IRAs, Mike brings a unique, tactical approach to building and protecting wealth.Mike shares:His non-traditional path into finance and why it gives him an edgeHow self-directed IRAs unlock new investment opportunities—beyond just stocks and bondsWhy the “wealthy investor” playbook should be more accessible to eve...2024-04-2652 min
Modern Investing PodcastAustin McCulloh on Financial Advisor Innovation, Tech Entrepreneurship & Investing for Autonomy | Modern Investing PodcastMessage the HostIn this episode, we’re joined by Austin McCulloh, a former financial advisor turned tech entrepreneur, to explore how innovation is reshaping both the financial advisory industry and personal wealth-building.Austin shares:His journey from financial advisor to founder of Reply Assist, a tool built to help advisors scale meaningful client conversationsWhy he left the traditional finance world to solve problems with technology and automationHow today’s economic landscape demands adaptability, creativity, and visionHis evolving investment philosophy, including why he favors business buil...2024-04-1949 min
Modern Investing PodcastNick Larson on Capitalizing on Trends, Investing with Purpose & the Future of AI-Driven Wealth | Modern Investing PodcastMessage the HostIn this episode, we sit down with Nick Larson—Silicon Valley investor, CRO of Unity Central, and host of the top 5% globally ranked podcast Silicon Zombies—to explore how to stay ahead of the curve by aligning values with vision.Nick shares:His journey from startup founder in supply chain tech to active investor in deep tech and agrosonicsWhy he believes in "skating to where the puck is going" and spotting early macro and micro trendsHow platforms like...2024-04-1740 min
Modern Investing PodcastMaximilian Pace on Winning in Crypto: AI-Powered Strategies & the Future of Digital Asset Investing | Modern Investing PodcastMessage the HostIn this episode, we dive into the future of crypto investing with Maximilian Pace, co-founder and CEO of Animus Technologies, a cutting-edge firm using AI to navigate digital asset markets.Max shares:How Animus Technologies won the prestigious Bitcoin Alpha Competition, securing a $1M investmentThe firm’s innovative long-short crypto strategy—built to perform in both bull and bear marketsHow real-time AI analysis is unlocking smarter decision-making in volatile markets like Bitcoin and EthereumThe backstory of Anim...2024-04-1143 min
Modern Investing PodcastCagri Sarigoz on AI, SEO, and Global Investing: Lessons from Turkey’s Startup & Real Estate Markets | Modern Investing PodcastMessage the HostIn this episode, we’re joined by Cagri Sarigoz, Head of SEO & AI at CitizenShipper, international angel investor, and a rising voice in the Turkish tech and startup scene.Cagri shares:How a local Turkish fintech unlocked U.S. stock investing for him—and many othersHis personal evolution from tech stocks to ETFs and index fundsA candid look at Turkey’s startup landscape, full of resilience and entrepreneurial driveHis approach to real estate investing in an inflation-prone, volatile curren...2024-04-0529 min
Modern Investing PodcastDC Palter on Angel Investing, Startup Ethics & Lessons from 150+ Early-Stage Deals | Modern Investing PodcastMessage the HostIn this episode, we sit down with DC Palter, an angel investor, startup advisor, and author with over 150 early-stage investments to his name. Drawing from 15+ years of experience and a background in energy engineering, DC offers a unique lens on startup investing—from ethical red flags to navigating deep tech and climate ventures.DC shares:How he transitioned from engineering to startups, and eventually into angel investing after the 2008 crashThe value of angel groups for evaluating complex deals and managing riskWhy he focuses on...2024-03-2842 min
Modern Investing PodcastMatteo Costa on Angel Investing, Techstars Mentorship & Building an Impact-Driven ETF Portfolio | Modern Investing PodcastMessage the HostIn this episode, we welcome Matteo Costa—angel investor, Techstars startup mentor, and ETF strategist—for an inside look at how to blend long-term investing with entrepreneurial impact.Matteo shares:His path from consulting and corporate innovation to angel investingHow working with Techstars shaped his mentoring philosophyThe structure behind his ETF portfolio for long-term wealth creationHis passion for impact investing in food tech, sustainability, mental health, and psychedelicsHow he evaluates early-stage companies across sectors of personal and...2024-03-2141 min
Modern Investing PodcastSilvia Lupu on Modern Fund Management, Real Estate Strategy & Spotting Undervalued Opportunities | Modern Investing PodcastMessage the HostIn this episode, we sit down with Silvia Lupu, one of the youngest independent female fund managers ever nominated for Fund Manager of the Year (2023), and the visionary currently leading Jevan Capital.With over a decade of experience across real estate, private equity, tech, and financial markets, Silvia shares:Her unique framework for diversified, cross-asset investingWhy cutting through the noise is critical to spotting undervalued opportunitiesThe investing principles that have guided her through cycles and volatilityWhat she sees as ...2024-03-1246 min
Mission Matters Business Podcast with Adam TorresExploding Bike Locks are Legal and Can Solve Bike TheftInventing a product, taking it to market and making it a success is no easy task. In this episode, Adam Torres and Dan Idzkowski, Inventor at SKUNKLOCK & Co-Founder of Sidepocket Financial, explore Dan's approach to entrepreneurship along with his two companies SKUNKLOCK & Sidepocket Financial. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be a guest on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/2024-02-2325 min
Mission Matters Startup Garage with Adam TorresExploding Bike Locks are Legal and Can Solve Bike TheftInventing a product, taking it to market and making it a success is no easy task. In this episode, Adam Torres and Dan Idzkowski, Inventor at SKUNKLOCK & Co-Founder of Sidepocket Financial, explore Dan's approach to entrepreneurship along with his two companies SKUNKLOCK & Sidepocket Financial. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be a guest on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/2024-02-2325 min
Modern Investing PodcastPatrick McCarthy on Investing in 200+ Startups, Fractional CFO Insights & Expanding Access to Private Markets | Modern Investing PodcastMessage the HostIn this episode, we sit down with Patrick McCarthy, Fractional CFO and angel investor in over 200 startups, to explore the intersection of public markets, private equity, and mission-aligned investing.Patrick shares:How a stock trading game in middle school ignited his passion for investingThe long-term mindset that guides his diversified portfolioWhy he's bullish on platforms like Sidepocket to democratize access to private marketsInsights from working with over 50 startups as a strategic financial advisorHis bold mission: to help 1,000 startups scale and...2023-12-2817 min
Modern Investing PodcastRobert Schneider on Cannabis Entrepreneurship, Angel Investing & Building a Lasting Legacy | Modern Investing PodcastMessage the HostIn this episode, we sit down with Robert Schneider, a veteran entrepreneur and angel investor, to trace his journey from paper routes to leading success in the cannabis industry—and to explore the mindset that’s guided his evolution along the way.Robert shares:How his early entrepreneurial instincts grew into multi-industry successThe principles behind his angel investing strategy, including his investment in SidepocketHis belief in investing not just for returns, but for beauty, impact, and legacyWhy he’s bullis...2023-12-1247 min
Modern Investing PodcastAharon Herbert on CENO AI, Tech Entrepreneurship & Designing a Purpose-Driven Future | Modern Investing PodcastMessage the HostIn this episode, we meet Aharon Herbert, co-founder of CENO AI, whose journey from Bay Area tech student to investor and entrepreneur is a testament to what’s possible when passion meets purpose.Aharon shares:His path from scholarship student to a role in corporate IT at Visa, where he works on projects involving AR/VR and Microsoft integrationThe inspiration behind CENO AI, a platform designed to help users achieve personal goals using generative AI and adaptive pl...2023-11-3042 min
Modern Investing PodcastCara Macksoud on the Psychology of Money: How to Transform Your Financial Habits for Lasting Wealth | Modern Investing PodcastMessage the HostIn this episode, we sit down with Cara Macksoud, FBS®, CEO of Money Habitudes, to explore how your relationship with money shapes your financial outcomes—and what to do if it’s holding you back.Cara shares:How her experience as a Wall Street ETF trader and nonprofit CFO led her to the psychology of moneyThe hidden beliefs and behaviors that affect your ability to build wealthWhy understanding your financial “habitudes” is key to better decisionsHow she helps individuals and profe...2023-11-2251 min
Modern Investing PodcastModern Investing with Sidepocket: Stuart Kruse, Asset Manager On Success with Quantitative InvestingIn this podcast interview with Stuart Kruse, the founder of Kruse Asset Management, Kruse discusses his background as a chemist and MBA in finance, his journey challenging the investment industry status quo, and his mission to "moneyball finance" by using data and numbers to empower clients. Kruse highlights the limitations and conflicts of interest in the traditional brokerage model and emphasizes the importance of collaboration with clients' centers of influence like CPAs and lawyers to provide the best solutions. He also offers insights into his quantitative approach to investing, making fundamental and technical calls to navigate market trends, all...2023-10-0351 min
Modern Investing PodcastModern Investing with Sidepocket: Steve Kann, Private Equity on Hidden Opportunities in MicroCap StocksSteve Kann, an investment banker, investor, and author, discusses his career in micro-cap public companies, highlighting the potential for value in lesser-known stocks. He emphasizes the importance of focusing on fundamentals, adding value, and staying committed to long-term growth. As he puts it, "We're looking for companies that have unique solutions to problems that will allow them to address large market opportunities and grow for a long time."About Steve KannSteve possesses over 25 years of diverse experience encompassing corporate finance, equity research, marketing, consulting, and entrepreneurship. Having held senior roles in multiple...2023-10-0326 min
Modern Investing PodcastModern Investing with Sidepocket: Mike ZimaIn this podcast interview with Mike Zima, he shares his journey from being a Fiverr pro to becoming a fractional CMO and co-founder of Zima Media, discusses the benefits of remote work, modular home construction, and investments in real estate and Bitcoin. Mike emphasizes the importance of routine, self-awareness, and the balance between automation and personal touches in his work. He envisions a future with regenerative AI content creation and personal assistants powered by AI, all while remaining focused on setting positive things in motion and leaving a lasting impact.About Mike Zima...2023-10-0340 min
Modern Investing PodcastClay Risher on Value-Driven Investing, Fiduciary Integrity & The Human Side of Finance | Modern Investing PodcastMessage the HostIn this episode, we talk with Clay Risher, Director at boutique investment bank True North Capital Partners, about what it means to be a true fiduciary in an age of algorithms, influencers, and AI-driven hype.Clay shares:His personal evolution from emotional trading to research-backed investingWhy regulatory ethics matter more than ever (including lessons from celebrity crypto endorsements)How value investing and long-term thinking still outperform the noiseHis views on AI in investing — and wh...2023-10-0329 min
Modern Investing PodcastKamil Czubacki on Wellness Entrepreneurship, Financial Education & Building Multiple Income Streams | Modern Investing PodcastMessage the HostIn this episode, we sit down with Kamil Czubacki, CEO of AumBio Wellness Center, to explore how he transformed skepticism into belief—and belief into business success—in the world of alternative wellness and smart investing.Kamil shares:How a breakthrough experience with German wellness tech changed his father’s lifeHis evolution into a wellness entrepreneur and community leaderWhy financial education and diversification are critical to long-term successHis approach to creating multiple income streams and balancing riskHow tools like Sidepocket hel...2023-10-0328 min
Modern Investing PodcastModern Investing with Sidepocket: Patrick McCarthy, Angel Investor Insights from backing 200+ StartupsIn 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 like Sidepocket. A key quote that captures the essence of the interview is Patrick's insight: "I think you guys are bringing access to something your everyday investor can't get today, and I think that's critical to change how wealth works in this country." This interview is a must-listen for...2023-10-0317 min
Modern Investing PodcastNate Bailey on Building a Championship Mindset for Business, Investing & Personal Growth | Modern Investing PodcastMessage the HostIn this episode, we talk with Nate Bailey — U.S. Army veteran, entrepreneur, and leadership coach — about what it takes to develop a championship mindset and lead with purpose in business, investing, and life.Nate shares:His transition from the military to entrepreneurshipLessons from real estate investing and his curiosity about day tradingWhy intentionality and personal integrity are non-negotiables for leadersHis thoughts on tools like Sidepocket that automate smart investingHow he helps men step into strong, grounded leadership in t...2023-10-0328 min
Modern Investing PodcastMarc Cohen on Generational Wealth, Financial Planning & Leading with Integrity | Modern Investing PodcastMessage the HostIn this episode, we speak with Marc Cohen, executive advisor and founder of Buy Direct Development Companies, about the mindset and strategy behind building lasting wealth and leading through values.Marc breaks down:The 5 core traits every successful business and investor must cultivate: Integrity, Accountability, Diligence, Perseverance, and DisciplineWhy early financial education is crucial — and how it’s tied to emotion and energyHow to align your finances with your family values and future goalsHis path from humble beginnings to advising mult...2023-10-0345 min
Modern Investing PodcastModern Investing with Sidepocket: Jeremy Newsome, Day Trader and Educator shares Keys to Success in the Stock MarketIn this podcast interview with Jeremy Newsome, the essence of the conversation revolves around his journey from a humble background to becoming a successful stock trader and educator. A key quote from Jeremy highlights the importance of investing in education, knowledge, networks, and experiences as more valuable assets than money itself. He shares his early fascination with investing, his experiences in trading, and the lessons he learned from both successes and failures. Jeremy emphasizes the significance of mentorship and learning from mistakes. While the interview covers various aspects of his trading career and strategies, it ultimately encourages listeners to...2023-10-0345 min
Modern Investing PodcastRichard Corral on Retirement Planning, Financial Impact & Helping 1,000+ People Invest with Confidence | Modern Investing PodcastMessage the HostIn this episode, we sit down with Richard Corral, CEO of Retirement Systems, to explore how he’s helped over 1,000+ people retire with confidence — and why retirement planning is about more than just the numbers.Richard shares:His journey from teenage arbitrage hustler to RIA and founderWhy great investing is about recognizing potential, not just returnsThe key risks he watches: inflation, geopolitics, and global instabilityHis vision for Advanced Advisor, a platform aiming to revolutionize financial serv...2023-10-0333 min
Modern Investing PodcastModern Investing with Sidepocket: Bryan Rider, M&A Entrepreneur on Simplifying Life for Greater ReturnsIn this podcast interview with entrepreneur Bryan Rider, the essence is about optimizing business and life for maximum fun and impact. Bryan shares his journey, which includes overcoming failures and learning to simplify and align his efforts with his strengths. He emphasizes the importance of allocating time and energy to what truly matters. A key quote from Bryan is, "The more and more I just got religious with cutting away the things that were sucking the inner energy out of me, the better my life got." This interview offers valuable insights for business owners and high achievers...2023-10-0347 min
Modern Investing PodcastJason Nordlund on Hedge Fund Growth, Diversified Strategy & Preparing for Economic Shifts | Modern Investing PodcastMessage the HostIn this episode, we talk with Jason Nordlund, founder of The Norstar Group, about building a hedge fund from scratch, navigating economic uncertainty, and the power of a diversified investment strategy.Jason shares:How a late-night real estate infomercial launched his investing journeyHis self-taught evolution from real estate to hedge fund managementA breakdown of his personal portfolio: precious metals + high-growth techHis influences from Austrian economics and free-market principlesHow to think like a strategist, not a speculator, in volatile markets“My st...2023-10-0346 min
Modern Investing PodcastModern Investing with Sidepocket: Zécca Lehn, VC on Creating Outsized Returns by Impact InvestingIn this podcast interview, Zécca Lehn, a general partner at Responsibly Ventures, shares his journey from environmental economist to data scientist and angel investor. He discusses the importance of venture capital in positively impacting the world and how he focuses on sustainable and socially responsible investments. Zécca emphasizes the need to support startups with strong missions and high cohesion within their teams. He also touches on his off-grid living experience and how it influenced his commitment to sustainability. Zécca's approach as a "greedy impact investor" combines financial returns with social and environmental impact, and he...2023-10-0341 min
Modern Investing PodcastModern Investing with Sidepocket: Anthony Carlton, Financial Content Creator on Financial Planning for MillenialsIn this podcast interview with Anthony Carlton, a CFP and former financial advisor turned finance creator, he discusses his journey into the financial services industry, helping millennials and Gen Z build personal wealth, emphasizing the importance of financial education and how technology like AI is reshaping the investment landscape. As he puts it, "I love what I'm seeing in the space." If you're interested in personal finance, investing, and leveraging technology for financial success, this interview is a must-listen.About Anthony CarltonAnthony Carlton, the finance maverick! Former financial advisor turned social media...2023-10-0339 min
Modern Investing PodcastShelley Alger on Angel Investing, Climate Tech & Creating Wealth Through Impact | Modern Investing PodcastMessage the HostIn this episode, we welcome Shelley Alger — early tech employee turned angel investor, advisor, and founder — to explore how wealth creation, innovation, and impact can go hand in hand.Shelley shares:Her journey from scaling a $3B+ IPO unicorn to backing early-stage startupsThe importance of investing in founders with grit and humilityWhere AI and quantum tech are shifting the landscapeHow climate tech and social impact investing are driving the futureWhy platforms like Linqto are help...2023-10-0336 min
Modern Investing PodcastRaamon Newman on the Science of Protection: How Inner Leadership Boosts Profits & Performance | Modern Investing PodcastMessage the HostIn this episode, we dive deep with Raamon Newman, co-founder of New Mavericks and author of The Science of Protection, to explore how inner development directly impacts leadership performance, profits, and investment returns.A former elite athlete and full-time meditating monk, Raamon shares his six-part framework for protected achievement—a model that empowers leaders to make high-impact decisions from a calm, creative, and aligned state.You’ll learn:How to reduce stress and enhance intuition through deep coherenceWh...2023-10-0348 min
Modern Investing PodcastMatthew Lowe on Creator Economy, Venture Capital & Value-Add Investing | Modern Investing PodcastMessage the HostIn this episode, we sit down with Matthew Lowe, Venture Capitalist at Miroma Ventures and Director of the Lowe & Hermes Family Office, for a deep dive into entrepreneurship, creator economy investing, and what it means to be a true value-add investor.Matthew shares:How Miroma Ventures’ unique model trades marketing services for equityWhat separates successful creators in today’s attention economyThe growing role of AI in media and entertainmentHow to evaluate founders, and why he neve...2023-10-0330 min