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Modern Investing with Sidepocket Podcast
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?"
Episodes
52 episodes
Modern Investing with Sidepocket: Gavin Nathan on how Tokenization's is Transforming Finance and Investment Strategies
In this episode , we sit down with industry expert Gavin Nathan to break down one of the biggest shifts in finance today: tokenization. As technology continues to reshape the investment landscape, understanding what tokenization means—an...
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Season 1
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Episode 59
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52:23
Modern Investing with Sidepocket Podcast: How Technology is Shaping the Future of Finance with Mohit Avadhanula
In this episode, we had the pleasure of chatting with Mohit Avadhanula, a bright young talent at the intersection of finance and technology. As a student, programmer, and former intern at Sidepocket, Mohit shared his journey, starting with open...
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Season 1
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Episode 58
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26:38
Modern Investing with Sidepocket: Dhruv Vig on Leveraging Pure-Play ETFs for Focused Exposure
Navigating today’s investment landscape can be overwhelming, especially when it comes to Exchange-Traded Funds (ETFs). In our latest conversation, Dhruv Vig, CEO of Langar Holdings, sheds light on a maj...
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Season 1
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Episode 57
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45:07
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Modern Investing with Sidepocket: Bethany Jeanfreau on Building Wealth as an Expat Entrepreneur
In this episode, we sit down with Bethany Jeanfreau, a fractional Chief Marketing Officer and founder of Red Rhino Exec, to uncover her inspiring journey in investing and entrepreneurship. Bethany’s path is anything but conventional—her experie...
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Season 1
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Episode 56
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44:06
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Modern Investing with Sidepocket: Mastering Inner Clarity for Enhanced Financial Success with Jason Connell
In this episode of Modern Investing with Sidepocket, listeners were in for a thought-provoking discussion with Jason Connell—a former CEO turned psychotherapist whose journey is anything but ordinary. Connell’s career has been a...
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Season 1
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Episode 55
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56:54
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Modern Investing with Sidepocket: The Rise of the Space Economy with Wanjiku Chebet Kanjumba
What if investing in space today is like investing in the internet back in the ’90s? That’s the perspective Wanjiku Chebet Kanjumba brings to the table in this thought-provoking episode of Modern Investing with Sidepocket. As a scienti...
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Season 1
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Episode 54
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50:59
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Modern Investing with Sidepocket: Navigating Financial Markets with Tech and Creative Thinking by Jorge Nader
In this episode of Modern Investing with Sidepocket, we sit down with Jorge Nader—a software engineer, entrepreneur, and investor with a story that’s as inspiring as it is unconventional. As an immigrant from Mexico, Jorge carved his o...
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Season 1
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Episode 53
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33:20
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Modern Investing with Sidepocket: Navigating Financial Turbulence and Embracing Alternative Investments with John De Goey
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 c...
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Season 1
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Episode 52
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36:58
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Modern Investing with Sidepocket: Dr. Aaron Cook's Journey from Surgery to Savvy Investing
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 in...
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Season 1
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Episode 51
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42:59
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Modern Investing with Sidepocket: Ken Hubbard on Revolutionary MCA Investing Strategies
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 ...
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Season 1
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Episode 50
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40:12
Modern Investing with Sidepocket: Adam Koós, Navigating Market Waves with Tactical Expertise
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 sh...
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Season 1
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Episode 49
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35:49
Modern Investing with Sidepocket: Katie Welch, Performing Artist Embracing Motherhood and Financial Growth
Click Here To Join Katie's Financial Journey on SidepocketIn this episode, Katie Welch—a dynamic entertainer, entrepreneur, and new mom—joins the discussion to...
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Season 1
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Episode 48
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21:08
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Modern Investing with Sidepocket: Jamila Mayfield from Aspiring Broadway Star to Accredited Investor Championing Financial Inclusion
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 transition...
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Season 1
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Episode 47
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1:04:19
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Modern Investing with Sidepocket: Mark Willis, CFP on Transforming Debt into Wealth
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 ...
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Season 1
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Episode 46
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40:59
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Modern Investing with Sidepocket: Shridhar Swaminathan, Co-Founder/CTO of Sidepocket, on Revolutionizing Wealth Management
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 ex...
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Season 1
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Episode 45
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52:58
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Modern Investing with Sidepocket: Anmol Singh on leveraging psychology for stock trading and investing success
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 ...
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Season 1
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Episode 44
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41:29
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Modern Investing with Sidepocket: Evan Shubin, 6x Founder, 3x Exits, and Angel Investor in 25 Startups
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 e...
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Season 1
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Episode 43
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52:39
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Modern Investing with Sidepocket: James Fellus on High Yield Alternative Fixed Income Opportunities in MCA Syndication
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. Wit...
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Season 1
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Episode 42
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47:25
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Modern Investing with Sidepocket: Zecca Lehn on Investing With Impact
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 Sustaina...
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Season 1
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Episode 41
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41:28
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Modern Investing with Sidepocket: Justin Dixon’s Journey from W2 to Entrepreneur and Investor
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...
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Season 1
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Episode 40
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42:43
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Modern Investing with Sidepocket: Mastering the Art of Business Exits with Todd Sullivan
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 ...
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Season 1
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Episode 38
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38:44
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Modern Investing with Sidepocket: AJ Bubb’s Strategies for Real Estate Investing in Challenging Times
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 Entert...
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Season 1
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Episode 39
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1:13:28
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Modern Investing with Sidepocket: Nathan Creswell, Intersection of Product Leadership and Angel Investing
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...
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Season 1
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Episode 37
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45:08
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Modern Investing with Sidepocket: Israel Suero LP at Dash VC on Betting Big and Winning
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 capita...
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Season 1
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Episode 36
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55:07
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Modern Investing with Sidepocket: Ronald Flores, Building Wealth Management Teams for Business Owners
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 ...
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Season 1
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Episode 35
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44:10
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