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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
43 episodes
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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Modern Investing with Sidepocket: Entrepreneur and Angel Investor Guy Reams on Chess, Tech, and the Art of Investing
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...
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Season 1
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Episode 34
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50:52
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Modern Investing with Sidepocket: Investing in People, Passion, and Potential with Kris Mathis
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...
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Season 1
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Episode 33
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40:40
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Modern Investing with Sidepocket: Mike Clark Financial Advisor - Tactical Approaches to Growing Your Wealth
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 u...
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Season 1
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Episode 32
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52:01
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Modern Investing with Sidepocket: Investment Strategies and Start-Up Success with Austin McCulloh
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 a...
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Season 1
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Episode 31
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49:27
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Modern Investing with Sidepocket: Top 5% Globally Ranked Podcast Host and Silicon Valley Investor, Nick Larson on Capitalizing on Trends and Doing Well by Doing Good
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 ...
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Season 1
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Episode 31
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40:41
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Modern Investing with Sidepocket: Winning in Crypto - Strategies and Insights from Maximilian Pace
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 leverage...
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Season 1
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Episode 30
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43:15
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Modern Investing with Sidepocket: Cagri Sarigoz, SEO/AI Leader and International Angel Investor, Unveiling Turkey's Startup Landscape
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 C...
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Season 1
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Episode 29
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29:22
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Modern Investing with Sidepocket: DC Palter, Startup Advisor Angel Investor, Insights from 150+ Investments
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 ...
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Season 1
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Episode 28
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42:54
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Modern Investing with Sidepocket: Matteo Costa, Techstars Startup Mentor, Angel Investor
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 ve...
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Season 1
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Episode 27
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41:30
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