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Welcome to the Modern Investing with Sidepocket podcast, where we find some of the brightest minds in investing, entrepreneurship, real estate, tech, and more and ask them, "how do you stay financially ahead of the curve in the dynamic world we live in?"
27 Episodes
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Let us know what you think!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 investments. Join Ronald in a conversation highlighting the need for holistic financial planning, touching on insurance, taxes, investmen...
Let us know what you think!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 tech industry professional to starting a non-profit chess club, showcasing his multifaceted interests and entrepreneurial spirit.&n...
Let us know what you think!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 lest life leaves you behind. His leap into full-time entrepreneurship wasn't just a career shift; it was a bold declaration of faith in his...
Let us know what you think!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 millions in investment banking, eventually transitioning into a financial advisor who champions the cause of crafting clear, goal-oriented fina...
Let us know what you think!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 the tech space underscores a broader theme: the importance of innovation and adaptation in today’s economic environment. This conver...
Let us know what you think!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 in groundbreaking technologies like agrosonics, which promotes plant growth using patented sound vibrations. Larson's conversation st...
Let us know what you think!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 market of Bitcoin and Ethereum.Discover the story behind Animus' victory in the prestigious Bitcoin Alpha Competition, securing a million-dol...
Let us know what you think!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 US stock investing accessible. He initially invested in familiar tech companies and expanded his portfolio to include ETFs and in...
Let us know what you think!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 found purpose in startups where every decision mattered, unlike in larger corporations where individual contributions often felt insignifica...
Let us know what you think!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 Matteo's diverse background in consulting, corporate innovation, and startup co-founding shaped his approach to investing and supporting...
Let us know what you think!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 investing. From real estate to tech, private equity to financial markets, she's mastered the art of diversification and wealth-building acr...
Let us know what you think!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 like SidePocket. A key quote that captures the essence of the interview is Patrick's insight: "I think you guys are bringing access to some...
Let us know what you think!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 business success and angel investment in Sidepocket. He emphasizes the importance of a deliberate and thoughtful strategy.Learn about Robe...
Let us know what you think!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 technologies like AR/VR and partnerships with Microsoft for optimizing work.Aharon delves into his entrepreneurial venture, CENO AI, co-fo...
Let us know what you think!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 behaviors related to risk. It laid the foundation for Cara’s future career becoming more focused on the psychology of money to help people ta...
Let us know what you think!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 company, emphasizing the significance of regulatory oversight. He discusses his personal journey as an investor, transitioning from emotional ...
Let us know what you think!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 wellness industry. Kamil emphasizes the importance of financial education and diversification, highlighting the need to have multiple st...
Let us know what you think!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 day trading. He also touches on the value of Sidepocket's automated investment approach. As Nate says, "Why would you not?" This intervi...
Let us know what you think!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 landscape. Marc's journey, from a humble background to becoming a successful entrepreneur, illustrates the importance of these traits. He ...
Let us know what you think!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 recognizing opportunities and nurturing potential," highlights his diverse interests beyond finance. He also discusses his plans to launch Adva...
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