The Joe Robert Show: Recent Episodes
Joe Robert
On The Joe Robert Show, we interview investors, fund managers, tax professionals, Blockchain and cryptocurrency projects along with other industry leaders. We give you insight into investments and tax savings beyond what is traditionally taught to you. These strategies will allow you to manage your own portfolio of assets and leave a family legacy.
SwissBorg product manager Domen Hadalin discusses the app’s features, funding and revenue, location, roadmap, and the greater DeFi environment. SwissBorg lets users make swaps with the best rates aggregated from other exchanges, earn competitive yields, purchase bundles of crypto, and learn about the risks associated with their investments.
Take a look at SwissBorg at https://swissborg.com/
And you can get in touch with Domen on LinkedIn at https://www.linkedin.com/in/domenhadalin/
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Rubic is a token swapping protocol that aims to simplify cross-chain token swaps to make blockchain more accessible for broader adoption. We’re joined by Rubic marketing manager Collin O’Brien, who tells all about what Rubic does, how it was started, the team, business model, funding, use cases, roadmap and much more!
You can learn more about Rubic at https://rubic.exchange/
Or try out the app at https://app.rubic.exchange/
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Alpesh Parmar, an investor, entrepreneur, and the founder of Wealth Matters, tells us about his investment journey, his outlook on the real estate market, why he started a BTC mining fund, and what to look for when underwriting crypto AND real estate. Alpesh and Wealth Matters help people build long term wealth by investing in real assets
You can find Wealth Matters at http://wealthmatrs.com/
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
PolyCrypt CEO and Co-Founder Hendrik Amler, and business development manager Marcel Kaiser, join the podcast to discuss all things PolyCrypt. PolyCrypt is a software company that develops software built with scalability and adoption for the ENTIRE blockchain ecosystem in mind. They discuss how PolyCrypt was started, their two core products - Perun and Erdstall, and the concepts that drive them.
You can find PolyCrypt at https://polycry.pt/
Or reach them on Discord at https://discord.com/invite/HdSUC6djEx or by email at info@polycry.pt
Developers can learn more at https://tutorial.perun.network/
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Kevin Maloney, the CSO and Interim CEO of iTrustCapital stops by to discuss one of the most effective crypto tax strategies out there: Crypto IRAs. We cover how to get started with a crypto IRA, regulations and compliance, security and custody, and how to choose the right crypto IRA platform. With tax season right around the corner, you don’t want to miss this conversation!
You can learn more about iTrustCapital’s Crypto IRA offering at https://itrustcapital.com/
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Loren Dealy Mahler, CEO of Jupiter Exchange! Jupiter Exchange leverages NFTs to create digital versions of real world collectible assets, allowing users to own shares of valuable art, cars, shoes, memorabilia and more! Loren and Joe discuss the value of fractional ownership of alternative assets, the project’s funding, revenue, team, roadmap and more!
Find out more about Jupiter Exchange at https://jupiterexchange.com/
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
JP Richardson, CEO and Co-Founder of Exodus, joins the podcast to discuss the problem Exodus was built to solve, the team, funding, roadmap, current suite of products, and best practices for securing your crypto portfolio. Exodus is a crypto software wallet, built with the user experience as a core focus, that allows users to store and swap their cryptocurrencies on mobile, desktop, and via browser extension.
Find out more about Exodus at https://www.exodus.com/
Or check them out on Youtube at https://www.youtube.com/c/exodus
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Ash Bennington is the senior host and crypto editor at Real Vision. He’s interviewed 100s of crypto investors and today he lends us his expertise. We discuss crypto BIG PICTURE - what it is, how it came to be, and why we are still in the very early days. We also discuss the future impact of regulations, institutional growth, inflation, the economy, and attracting developers.
You can find Real Vision at https://www.realvision.com/
And give Ash a follow on Twitter @AshBennington
Ash Bennington is the senior host and crypto editor at Real Vision. He’s interviewed 100s of crypto investors and today he lends us his expertise. We discuss crypto BIG PICTURE - what it is, how it came to be, and why we are still in the very early days. We also discuss the future impact of regulations, institutional growth, inflation, the economy, and attracting developers.
You can find Real Vision at https://www.realvision.com/
And give Ash a follow on Twitter @AshBennington
We Survived the Ethereum Merge!
The Ethereum merge is finally here, and Justin Greene joins the show to break down all the details of the biggest update Ethereum has had yet. We discuss what the merge is, its significance, the future outlook of the ETH token and the Ethereum blockchain.
Follow us on Twitter Joe Robert: @Joemrobert
Justin Greene @jgrizzled1
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➟Subscribe to the podcast: http://bit.ly/JRPodcasts
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
We Survived the Ethereum Merge!
The Ethereum merge is finally here, and Justin Greene joins the show to break down all the details of the biggest update Ethereum has had yet. We discuss what the merge is, its significance, the future outlook of the ETH token and the Ethereum blockchain.
Follow us on Twitter Joe Robert: @Joemrobert
Justin Greene @jgrizzled1
➟Subscribe to our weekly newsletter: https://bit.ly/JoeRobert_Newsletter
➟Connect across your favorite social platform: https://linktr.ee/Joerobert
➟Subscribe to the podcast: http://bit.ly/JRPodcasts
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Kwil is a decentralized SQL database solution that provides simple and scalable web3 databases, data storage, and querying. Brennan Lamey, the founder of Kwil, joins the podcast to discuss how Kwil was started, its team, funding, and roadmap, as well as the many exciting ways that Kwil is being implemented in web3.
You can give Kwil a follow on Twitter @KwilTeam
And you can find Brennan @brennan_lamey
Check out Kwil at https://kwil.com/
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Kwil is a decentralized SQL database solution that provides simple and scalable web3 databases, data storage, and querying. Brennan Lamey, the founder of Kwil, joins the podcast to discuss how Kwil was started, its team, funding, and roadmap, as well as the many exciting ways that Kwil is being implemented in web3.
You can give Kwil a follow on Twitter @KwilTeam
And you can find Brennan @brennan_lamey
Check out Kwil at https://kwil.com/
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Piers Ridyard is the CEO of RDX Works. Radix is a DeFi network that utilizes decentralized ledger technology (DLT) to solve blockchain scalability, security, and developer accessibility problems. Piers explains the difference between a blockchain and a distributed ledger, Radix’s features, native XRP token, and roadmap.
Find Radix DLT at https://www.radixdlt.com/
And you can follow Radix and Piers on Twitter @RadixDLT and @PiersRidyard
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Piers Ridyard is the CEO of RDX Works. Radix is a DeFi network that utilizes decentralized ledger technology (DLT) to solve blockchain scalability, security, and developer accessibility problems. Piers explains the difference between a blockchain and a distributed ledger, Radix’s features, native XRP token, and roadmap.
Find Radix DLT at https://www.radixdlt.com/
And you can follow Radix and Piers on Twitter @RadixDLT and @PiersRidyard
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Micah Fraim is the founder of Crypto Tax CPA, as well as Fraim, Cawley & Company, CPAs. He’s an expert on all things CRYPTO TAX. Micah lends his knowledge on current crypto guidance (or lack of), future regulation, proper crypto transaction tracking and tax planning, how to remain compliant, and some must-hear tips on maximizing tax advantages in a bear market.
Follow Joe on Twitter: Joe Robert @JoemRobert
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*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Pei Chen, Head of Growth at IOV Labs stops by to discuss IOV Labs and its three sub-platforms, RSK, RIF, and Taringa! We discuss their goal of bringing the power of blockchain finances to global populations, the project’s team, funding, and roadmap, and the steps to unlocking broader blockchain adoption. IOV Labs enables Bitcoin smart contracts and the creation of applications on the Bitcoin blockchain.
Check out IOV Labs at https://www.iovlabs.org/
And you can find RSK on Discord and cast your vote for the upcoming rebrand at https://discord.com/invite/fPerbqcWGE
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Matty Taylor, Head of Growth at Solana Labs, joins Joe and Justin to discuss all things Solana! What problem Solana was created to solve, why he joined the team, the Solana phone, and the future of Solana. We dig into his role of nurturing the next wave of Solana devs and apps, hackathons, his favorite current apps, and where Solana’s future efforts are focussed.
You can find Solana at https://solana.com/
And you can also follow Solana on Twitter @solana
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice
Jamie Thomson of Vulcan Forged, and the mind behind VulcanVerse’s lore, joins the podcast to discuss how he joined the team, the mechanics of VulcanVerse, PYR token, and what it takes to become a leading player in the Play2Earn space. Vulcan Forged is a NFT game studio, marketplace, and dApp incubator with 10+ games.
You can find Vulcan Forged at https://vulcanforged.com/
And you can also follow them on Twitter @VulcanForged
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Sergej Kunz, co-founder of 1inch Network, explains how the project got started and the problem it aims to solve, as well as team, funding, business model, features and roadmap, 1inch token, and much more! 1inch Network aggregates exchange rates across multiple DEXs to provide its users with the most capital efficient trades available.
You can find 1inch Network at https://1inch.io/
Or you can follow them on Twitter @1inch
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Peter Harrigan, the CEO and Founder of Grey Swan Digital joins the podcast. Grey Swan Digital is a trading platform that will execute crypto trading strategies based on outcome parameters set by the user. Peter discusses his extensive trading background, how it led to starting the project, how it works, the team, and use cases.
Learn more about Outcome Trading at https://outcometrading.org/
Or you can connect on Telegram at https://t.me/outcometrading
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Cronos is a layer 1 EVM-compatible blockchain supported by Crypto.com. Jay Lin, Ecosystem Growth and Partnerships Lead at Cronos discusses the project’s team, funding, and roadmap, how its partnership with crypto.com has led to growth among non-native crypto users, and the development of new dApps its Cronos Accelerator Program.
Check out Cronos Labs at https://www.cronoslabs.org/ and Cronos Chain at https://cronos.org/
You can find Jay on Twitter @jayljl
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Bill Barhydt is the Founder and CEO of Abra, a full service crypto platform where individuals and institutions can buy, trade, borrow, and earn interest on their crypto. Bill discusses the Abra user experience, CPRX reward token, how their yields are generated, retail vs institutional users, the crypto market outlook, and more!
Check out Abra at https://www.abra.com/
And you can learn about Abra Capital Management here: https://www.abra.com/institutions/
You can follow Abra on Twitter at @AbraGlobal and Bill at @BillBarhydt
Subscribe to Robert Ventures: https://robertventures.com/
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Eric Chen, CEO of Injective Labs, joins the podcast to discuss Injective; how it is improving decentralized finance, its team, funding, revenue sources, INJ token, and the project’s roadmap. Injective Protocol is an interoperable smart contracts platform for building DeFi applications.
You can learn more about Injective Protocol at https://injective.com/ and Injective Labs at https://injectivelabs.org/
Find Eric on Twitter at @ericinjective
You can also find Injective Labs on Twitter @injectivelabs
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Oliver Gale is the Co-Founder and CEO of Panther Protocol, a private scalable blockchain protocol that provides total financial privacy and compliance across any blockchain. Oliver discusses how Panther Protocol was started, how it achieves zero-knowledge, its use cases, team, and roadmap.
Learn more about Panther Protocol at https://pantherprotocol.io/
Follow Panther Protocol on Twitter, Telegram, and Discord @ZKPanther
Follow Oliver on Twitter @OriginalOlii
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Moritz Seibert is the Co-Founder of the quant trading portfolio, Twoquants. Quant trading offers maximized returns and protection against large drawdowns, by combining several uncorrelated return streams and robust risk control. Moritz discusses why he subscribes to quant trading over a long "buy-and-hope" strategy.
You can learn more about Two Quants at https://twoquants.com/
You can find his hedge fund, Exponential Age at https://expaam.com/
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Mark Kohler is a best-selling author, speaker, attorney, and CPA. He works with clients across America to use strategic wealth management and tax strategies to build their wealth and KEEP their wealth. Mark explains the crypto tax strategies he employs, such as Revocable Living Trusts, Charitable Remainder Trust, tax free crypto gains with a Roth IRA, and more! Mark is a partner at KKOS Lawyers, you can find them here: https://kkoslawyers.com/
You can find the Crypto Legal Summit recordings here: https://cryptolegalsummit.com/
And get tickets to the Crypto Tax Summit here: https://cryptotaxsummit.com/
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Wesley Xia, the Head of Business Development for Huobi North America, joins the podcast to talk about the state of blockchain today AND the outlook for the future. We talk web3, Layer-1s, memecoins, centralized exchanges, NFTs, and what to expect through the rest of 2022. Huobi is a leading cryptocurrency exchange platform. You can learn more about Huobi at https://www.huobi.com/
You can follow Wesley on Twitter @wesley_xia
Or you can connect with him on Telegram @btcmaster_985
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Brett Calhoun, Subject Matter Expert and a founding team member of QSBS Expert and Director of Operations at Scale joins the podcast to discuss QSBS, or Qualified Small Business Stock. QSBS is a tax incentive that can provide 100% tax exclusion on the sale of qualified tech startups. Brett explains what companies QSBS applies to, the terms of the exemption, and the future of QSBS.
You can email Brett at brett@capgains.com
Or you can learn more about CapGains at https://capgains.com/
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Jonathan Chester, the co-founder and CEO of BitWage, stops by to discuss why he started BitWage, the team, MAJOR new platform updates, and the roadmap. He explains the benefits of getting paid in Bitcoin, how employers can set up BitWage, and crypto 401ks. BitWage is a crypto payroll solution that allows employees to receive a percentage of their pay in crypto.
You can learn more about BitWage at https://www.bitwage.com/
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Haseeb Awan is the Founder and CEO of Efani, a secure mobile service with SIM card encryption that guarantees protection from SIM swaps, eavesdropping and location tracking. Haseeb and Joe discuss the personal hacks that led to founding Efani, the team, user experience, how it works, and the future roadmap for the company.
You can learn more about Efani at https://www.efani.com/
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Torbjørn Bull Jenssen is the CEO of Arcane Crypto, a comprehensive crypto platform that provides it’s users with bespoke crypto research, personalized trades, and investment funds. Torbjørn discusses his background, the current and planned services of Arcane Crypto, the outlook of crypto and how regulations may impact it.
You can learn more about Arcane Crypto at https://arcane.no/
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Socrates Minas, Head of Investor Relations at ARK36, discusses the company and it’s strategies, crypto sectors to watch, upcoming regulations, and the future outlook of crypto. ARK36 is a Digital Asset Investment Fund that aims to make crypto investing simple, safe, and effective for well-informed, high-net-worth investors. You can learn more about ARK36 at https://ark36.com/ ***Connect across your favorite social platform: https://linktr.ee/Joerobert
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Ari Pine, Co-Founder of Digital Gamma, joins the podcast to discuss crypto derivatives trading and the strategies employed by the firm. He explains the importance of integrating technology into trading, understanding leveraging, and mitigating risk. Digital Gamma is a trading shop focused on the derivatives market.
You can learn more about Digital Gamma at https://www.digital-gamma.com/
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QCP Capital Co-Founder Darius Sit discusses options trading in crypto, strategies and indicators used by the firm, and the roadmap for QCP Capital. He assesses the current state of the crypto market, and gives his thoughts on whether 2022 will be a bull or bear market. QCP Capital is a digital asset trading firm based in Singapore.
You can learn more about QCP Capital at https://qcp.capital/
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What led Hossein Azari to create CMORQ for decentralized financial management. The disconnect between the traditional banking industry and what differentiates CMORQ from a traditional bank. Services and tokens offered on the platform. The future roadmap for CMORQ, including the goal of having a billion users on the platform. Learn more about CMORQ at https://cmorq.com/ --------------- Subscribe to our weekly newsletter. https://bit.ly/JRobert -------- ***Connect across your favorite social platform: https://linktr.ee/Joerobert ***Subscribe to the podcast: http://bit.ly/JRPodcasts -------------- *DISCLAIMER: Information provided is not legal, accounting, tax, or investment advice.
Douglas Borthwick is a seasoned veteran of the finance industry and currently serves as the Chief Business Officer at INX Limited, a cryptocurrency and digital security trading platform that aims to be the new industry standard for retail and institutions. When creating INX Limited, one of the major problems that Douglas saw working against the broader institutional adoption of cryptocurrency was the lack of proper regulation, and Douglas and the team at INX Capital aim to solve this problem but creating a trading platform that offers full regulatory compliance, fair trading policies, security protocols and privacy procedures.
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INX Limited is a fully regulated platform that aims to continue adding tokens and securities to their platform in order to attract retail traders, as well as large institutions and banks who want to enter the space, but require the proper government regulation and oversight, and SEC backed security tokens.
In this conversation, Douglas and Joe discuss how the INX Token and INX Limited were created, the importance of transparent, properly regulated digital securities, and what the future of NFTs might look like. They also discuss the developing relationship between government oversight and personal privacy, and which side of the scale we might eventually land on. INX Limited has a unique value proposition in the crypto space, but as government regulations tighten, Douglas believes services like his will become massively valuable in the near future.
You can learn more about INX Unlimited at https://www.inx.co/
Connect across your favorite social platform: https://linktr.ee/JoerobertSubscribe to the podcast: http://bit.ly/JRPodcasts
A Tech-Driven Approach To Invest In Crypto, with Quantitative and Qualitative Crypto Metrics to Watch. Hyperion Decimus emphasizes trading using a disciplined, process driven-approach to avoid trading on emotion. Chris Sullivan is the Portfolio Manager at Hyperion Decimus and an expert at analyzing the quality of potential crypto investments.
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In this episode, Joe and Chris explore the circumstances that led to the foundation of Hyperion Decimus, discuss the present and the future of crypto, and talk about the things in life that have led to Chris’s success. They also dig into the key quantitative and qualitative metrics that Hyperion Decimus looks at during their decision-making process, and how these metrics factor into their investment strategy.
You can learn more about Hyperion Decimus at https://www.hyperiondecimus.com/
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. https://bit.ly/JRobert
***Connect across your favorite social platform: https://linktr.ee/Joerobert
***Subscribe to the podcast: http://bit.ly/JRPodcasts
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
James Putra is the VP of Product Strategy at TradeStation - an online brokerage firm that brings together a multitude of asset types and allows users to trade them all under one roof and on one platform.
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As a steadfast believer in crypto, James has made a career out of working to make cryptocurrency accessible to the masses and he is making huge strides toward that goal via TradeStation Crypto. Over the years James has molded TradeStation Crypto to be a platform that is accessible to anyone who is familiar with stock trading. It includes tools, like Profit and Loss, that are standard in stock trading but can be difficult to assess in crypto, and tt also removes the headaches of setting up and learning entirely new systems that deter many from getting involved in the crypto space.
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In this episode, Joe and James discuss how James became involved in crypto and what led him to his current role at TradeStation. They talk about what separates TradeStation from other brokerages, how their crypto assets are custodied, how users on the platform are kept secure, and also dig into what the future holds for both TradeStation and cryptocurrency as a whole.
You can learn more about TradeStation Crypto at https://www.tradestation.com/crypto
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Felix Hartmann is an investor, builder, and thought-leader in the digital assets space. He is the founder of cryptoacademy.us, a board member at Enzyme Finance, and the founder and managing partner of Hartmann Capital.
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In this episode, Joe and Felix discuss what led to the creation of Hartmann Capital and dive into the nuances of the team’s investment strategy, including identifying different technology sectors, analyzing key metrics, their seasonal holding strategy, and communicating directly with the teams behind the project. They also discuss what the future might hold for the crypto industry and review strategies to succeed through different market cycles.
You can learn more about Hartmann Capital at https://www.hartmann-capital.com/
Connect across your favorite social platform: https://linktr.ee/JoerobertSubscribe to the podcast: http://bit.ly/JRPodcasts
Felix Hartmann is an investor, builder, and thought-leader in the digital assets space. He is the founder of cryptoacademy.us, a board member at Enzyme Finance, and the founder and managing partner of Hartmann Capital.
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In this episode, Joe and Felix discuss what led to the creation of Hartmann Capital and dive into the nuances of the team’s investment strategy, including identifying different technology sectors, analyzing key metrics, their seasonal holding strategy, and communicating directly with the teams behind the project. They also discuss what the future might hold for the crypto industry and review strategies to succeed through different market cycles.
You can learn more about Hartmann Capital at https://www.hartmann-capital.com/
Connect across your favorite social platform: https://linktr.ee/JoerobertSubscribe to the podcast: http://bit.ly/JRPodcasts
Joe Robert is starting his weekly discussions including talking with Justin Greene a crypto investor and developer. His professional background includes six years in IT and three years in software. He has managed his personal crypto portfolio for eight years with many early-stage investments.
On this week's episode, we are discussing all the news that has happened in the Blockchain sector. Including the launch of Klima Dao, how a possible high school student hacked into Indexed Finance, How to protect yourself and your investments.
Tune in next week to hear more updates, and submit your questions to Joe on Twitter @JoeMRobert For more updates subscribe at https://robertventures.com/
***Connect across your favorite social platform: https://linktr.ee/Joerobert
***Subscribe to the podcast: http://bit.ly/JRPodcasts
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
In our first weekly chat, Joe Robert and Bill Guida are discussing everything that has been happening in the last week in the blockchain market.
Joe and Bill are going to tell you how to get started in the Blockchain market including what token you should purchase first. How to underwrite a project on the blockchain and what you should look out for in each project before you decide to invest.
Tune in next week to hear more updates, and submit your questions to Joe on Twitter @JoeMRobert For more updates subscribe at https://robertventures.com/
***Connect across your favorite social platform: https://linktr.ee/Joerobert
***Subscribe to the podcast: http://bit.ly/JRPodcasts
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Many crypto investors spend hours per week researching up and coming coins, searching for the next moonshot, and pouring significant resources into their investments - yet, people often fail to apply the same level of care to actually protecting those investments. This leaves many people susceptible to cybercrime. That’s where Richard Sanders and his company, CipherBlade, come into play.
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CipherBlade is a cybercrime investigation agency that specializes in blockchain forensics and tracking stolen Bitcoin and other cryptocurrencies. Rich is the co-founder and lead investigator at CipherBlade and is a cryptocurrency-related cybercrime expert, with a mission to help people better understand how to protect their crypto assets and avoid leaving themselves vulnerable to cyberattacks.
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In this episode Joe and Rich discuss the emerging niche of crypto forensics and what led Rich to create CipherBlade. They discuss what kinds of cases and clients CipherBlade may work with as well as best practices people can apply to avoid becoming the victim of crypto scam or hack.
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If you are a crypto investor, taking steps to protect your assets is one of the most important things you can do. Be sure to listen to this episode to learn from an expert whether there are any precautions you might be missing.
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Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. https://bit.ly/JRobert
***Connect across your favorite social platform: https://linktr.ee/Joerobert
***Subscribe to the podcast: http://bit.ly/JRPodcasts
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Startups are reaching multibillion-dollar valuations at a historic pace. New technologies are continuously being invented and quickly becoming entrenched in our daily lives. Innovative financial products are disrupting “traditional finance” and creating unique investment opportunities for the broader public.
Drew Spaventa Founder & CEO of The Spaventa Group talks with Host Joe Robert. Drew is going to tell you how and why The Spaventa Group provides different types of investments, such as pre-IPO, alternative funds, digital assets and cryptocurrencies, and venture capital.
What are cryptos that should be a must for the crypto investor besides Bitcoin and Ethereum? As well as Drew's criteria to include any crypto and NFT in his portfolio?
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The Spaventa Group utilizes a next-level proprietary approach that seeks maximum alpha while simultaneously providing clients with “white glove” service that is unmatched in our industry. Our firm meticulously analyzes, and carefully selects, its investments, and always seeks to provide maximum value to its clients.
For more information visit https://www.thespaventagroup.com/
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. https://bit.ly/JRobert
***Connect across your favorite social platform: https://linktr.ee/Joerobert
***Subscribe to the podcast: http://bit.ly/JRPodcasts
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Free crypto analytics by and for the community is what Dune Analytics promises its users. Joe talks with Fredrik Haga CEO & Co-Founder of Dune Analytics. They discuss how users can create custom charts and dashboards using plain SQL. How Dune Analytics to work. What are the sources of data in Dune Analytics. What is in store for the future of Dune Analytics. As discussed in the interview here are the dashboards to follow up on regarding Dune Analytics.
Maker dashboard:
https://dune.xyz/SebVentures/maker---accounting_1
Nexus Mutual financials: https://dune.xyz/eliasimos/Nexus-Mutual-Financials NFT floor prices https://dune.xyz/smaroo/NFT-Floor-Trackers --------------
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. https://bit.ly/JRobert
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*DISCLAIMER: Information provided is not legal, accounting, tax, or investment advice.
You are familiar with earning passive income in most conventional investments. But have you ever considered it when it comes to your Cryptocurrency investments?
We speak with Celsius Network CEO Alex Mashinsky.
The Celsius Network is a financial technology (fintech) platform that offers interest-bearing savings accounts, borrowing, and payments with digital and fiat assets. It operates on an economic model that challenges conventional banking models while prioritizing the Celsius community. This value proposition challenges conventional banking models while prioritizing the Celsius community. The Celsius Network forms an integrated ecosystem by offering its suite of products with its native CEL token alongside leading digital assets and fiat currencies.
Joe and Alex discuss Celesis' hot topics such as banking license needed, their 21M AUM, bitcoin mining farms, proposed credit card coming. As always what is ahead on the roadmap for Celsius.
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DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
NFTs are all over the news and social media. It is the next great investment that you should be considering if you are not already involved.
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Let's hear from an NFT expert who has been involved and studying the space for over 3 years. DCL Blogger provided daily NFT news and updates and has been featured on Reuters, Coindesk and, Gary Vaynerchuk to name a few.
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Joe and DCL Blogger are going to discuss royalties, access, identity, and utility-related to NFTs as well as what you need to be on the lookout for in the future.
To hear and learn more from DCL Blogger visit his Twitter at https://twitter.com/DCLBlogger
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. https://bit.ly/JRobert
***Connect across your favorite social platform: https://linktr.ee/Joerobert
***Subscribe to the podcast: http://bit.ly/JRPodcasts
DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Everyone is passionate about keeping their data and securities safe. In this episode, we are going to discuss the future of data security and regulations with 10XTS CEO Michael Hiles.
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10XTS has built software and data solution they refer to as XDEX. It is a blockchain-based protocol network and API-based application ecosystem for storing, securing managing, sharing, and governing financial information and records.
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Early in 2017, Michael founded and launched 10XTS, a provider of blockchain information governance, risk, and compliance information and data solutions.
Find more information on Michale Hiles and 10XTS at https://10xts.com/
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. https://bit.ly/JRobert
***Connect across your favorite social platform: https://linktr.ee/Joerobert
***Subscribe to the podcast: http://bit.ly/JRPodcasts
DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Let's talk about Angel investing. What you need to know, how to get started and what to look out for.
Joe Milam, Founder & CEO AngelSpan, focuses on investor relations for early-stage companies. Our host Joe Robert is going to discuss with Joe Milam about how to become an angel investor, what the difference is from investing in a fund. They also take a moment to discuss QSBS and the tax benefits related to this.
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To find out more information from Joe Milam visit his website: https://angelspan.com
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. https://bit.ly/JRobert
Connect across your favorite social platform: https://linktr.ee/Joerobert Subscribe to the podcast: http://bit.ly/JRPodcasts
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Multifamily investing is a great way to diversify your investment portfolio.
Joe is going to talk with Kent Ritter who has made it his mission to empower others to achieve financial freedom through multifamily investing. Kent is going to discuss with Joe about crowdfunding, how it can be a great tool but it can also cost you a lot if you do not do the proper due diligence first. Find out Kent's tips and advice in this interview.
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Kent Ritter is a multifamily investor, an entrepreneur, the host of Ritter on Real Estate podcast. Find more information on Kent at KentRitter.com
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. https://bit.ly/JRobert
Connect across your favorite social platform: https://linktr.ee/Joerobert Subscribe to the podcast: http://bit.ly/JRPodcasts
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
What are the Blockchain use cases in real estate? How to own a piece of a building or a land today? Joe is going to talk about the latest blockchain tokenization project to hit the market. Learn how you can purchase and sell real estate on the blockchain. * Mohsin is the CEO & founder of AKRU, a real estate Investment platform working towards democratizing commercial real estate investments. He is an expert in real estate development & tokenomics specifically utilizing dual and three token blockchain architecture for the tokenization of real-world assets. --------------- Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. https://bit.ly/JRobert --------------- Connect across your favorite social platform: https://linktr.ee/Joerobert Subscribe to the podcast: http://bit.ly/JRPodcasts -------------- *DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Michael Flight is an expert when it comes to Triple Net lease, He starts this episode by discussing with Joe how the market has changed over the years and where he believes the commercial real estate market is going.
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Not only is Michael passionate and researched in the Real Estate market is also having much success in the Blockchain sector. Michael is the CEO of Liberty Real Estate Fund LLC, the World's First Net Lease Security Token. Find out more about how to get your start in the Real Estate Blockchain market, and how you need to be prepared. You can Follow Michael on https://libertyfund.io
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Brian Bradley is back and this time we are talking about Protecting Your Crypto Investments Laws & Taxes. Brian discusses how you need to make sure your investments are secure. And that you are properly filing on your tax return to stay compliant with the IRS.
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Brian T. Bradley Esq. is a nationally recognized Asset Protection Attorney for High-Risk Professionals, Entrepreneurs, Real Estate Investors, and Ultra High Net Worth Families. Brian is going to discuss all the actions you need to take to protect yourself and your portfolio in the event that you experience your own doomsday.
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. https://bit.ly/JRobert
Connect across your favorite social platform: https://linktr.ee/Joerobert Subscribe to the podcast: http://bit.ly/JRPodcasts
In this episode, we sit down with Mark Andersen who is an avid Crypto miner. He explains to Joe everything you need to know to get started, what equipment to buy, and the costs associated with mining. Find out if it is worth it in your area to mine, based on the electric costs.
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. https://bit.ly/JRobert
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Have you ever thought that you would be able to tokenize your real estate investments? Red Swan is here to change the real estate game and make it possible to invest in commercial real estate projects that are out of reach for private investors while allowing building owners to sell fractional ownership of their properties.
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Joe finds out everything you need to know about Red Swan's cutting-edge technology, and how real estate has always been the best investment you can make. Find out how to get started in Red Swan.
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Red Swan hopes to solve the industry-wide problems of illiquid marketplaces, scarce access to deals and opportunities, a lack of transparency in the market, and fees associated with today's market inefficiencies.
►Subscribe to Bull Flag Group for our exclusive newsletter: www.bullflaggroup.com
*DISCLAIMER: The information provided is not legal, accounting, tax, or investment advice.
Have you ever thought that you would be able to tokenize your real estate investments? Red Swan is here to change the real estate game and make it possible to invest in commercial real estate projects that are out of reach for private investors while allowing building owners to sell fractional ownership of their properties.
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Joe finds out everything you need to know about Red Swan's cutting-edge technology, and how real estate has always been the best investment you can make. Find out how to get started in Red Swan.
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Red Swan hopes to solve the industry-wide problems of illiquid marketplaces, scarce access to deals and opportunities, a lack of transparency in the market, and fees associated with today's market inefficiencies.
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. JoeRobert.com
Connect across your favorite social platform: https://linktr.ee/Joerobert Subscribe to our podcast: The Joe Robert Show.
No one wants to pay insane tax rates on their hard-earned investments, what if you could set up a trust that would help you with this?
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If you are an investor or looking to sell a property with a high tax bill, you will want to listen to Brett Swarts of Capital Gains Tax Solutions. Brett can help save you and your hard-earned money. He is going to tell Joe real-life examples of clients that he has helped over the years, so you can get a clear picture. Capital Gains Tax Solutions is an exclusive trustee for the deferred sales trust.They are experts and focused on helping make simple all things DST and how it compares to other capital gains tax deferral options.
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. JoeRobert.com
Connect across your favorite social platform: https://linktr.ee/Joerobert Subscribe to our podcast: The Joe Robert Show.
No one ever wants to think about getting sued and all their assets being vulnerable. Is your portfolio protected as good as it should be in the event that doomsday occurs?
- Brian T. Bradley is a nationally recognized Asset Protection Attorney for High-Risk Professionals, Entrepreneurs, Real Estate Investors, and Ultra High Net Worth Families. Brian is going to discuss all the actions you need to take to protect yourself and your portfolio in the event that you experience your own doomsday.
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He will also talk with Joe about the importance of being proactive in securing your wealth instead of reacting to possible threats because it might be too late by then. Learn the different strategies of asset protection and understand what will work best for your current situation in order to maximize your benefits.
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You can reach Brian at https://btblegal.com/ for more information.
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. JoeRobert.com
Connect across your favorite social platform: https://linktr.ee/Joerobert Subscribe to our podcast: The Joe Robert Show.
Are you filling out the required tax information and forms needed for your cryptocurrency investments?
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Turns out most Americans are NOT, and this is making many people susceptible to being audited. Find out ways to make yourself less likely to be contacted by the IRS for your Crypto investments by filing the proper forms and checking a very important box on your tax returns.
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Clinton Donnelly Founder of Donnelly Tax Law, solves complex U.S. tax problems for Americans Abroad, with assets abroad, and crypto traders. Tune in to hear what Clinton has to say that can save you and your investments.
Contact Clinton for more information https://donnellytaxlaw.com/
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. JoeRobert.com
Connect across your favorite social platform: https://linktr.ee/Joerobert Subscribe to our podcast: The Joe Robert Show.
Most financial planning tools are outdated for today's world. It is important to keep up with current trends and new techniques and accounts available to you. Along with proper financial planning and tax-saving strategies.
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In this episode, Denver Nowicz President of Wealth For Life is going to discuss all the ways you may not have thought of to properly set up different means to save for your future and beyond. Denver discusses why it is important to take both an offensive and a defensive stance when planning, along with how you can set up a foundation based on your family's interests. A topic many may not have thought of.
Contact Denver for more information https://wealthforlife.net/ https://twitter.com/DenverNowicz
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. JoeRobert.com
Connect across your favorite social platform: https://linktr.ee/Joerobert Subscribe to our podcast: The Joe Robert Show.
For more than 30 years, Steven Goodman has been the President and CEO of SHG Planning, he has provided insightful solutions to the challenges of business succession, wealth preservation, retirement, and charitable planning.
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Steven is going to discuss with Joe what you need to look out for when planning and setting up your business succession plans with any partner(s) you have to make sure in the event of death everyone is taken care of as well as being organized. Also what to consider when doing your estate planning in relation to your children, what you should leave them and how you should structure your estate.
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. https://bit.ly/JRobert
Connect across your favorite social platform: https://linktr.ee/Joerobert Subscribe to podcast: http://bit.ly/JRPodcasts
Blockchain is still foreign territory for many individuals. It is important to start educating those who are just starting out in the space to help them grow their knowledge and portfolios. * In this episode Joe talks with Stefan Kin who is the host of a Weekly Bitcoin Meetup in Chiang Mai, Thailand. Stefan discusses with Joe how he helps explain Bitcoin to beginners and helps entrepreneurs build on Bitcoin and Ethereum. He is very passionate about helping those just getting into the space.
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Other topics discussed are: Dollar cost averages, their thoughts and opinions on issuing new tokens, Defi being the new frontier and soon the social norm. Reach out to Stefan for more information at https://twitter.com/stefantking
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Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. https://bit.ly/JRobert
***Connect across your favorite social platform: https://linktr.ee/Joerobert
***Subscribe to podcast: http://bit.ly/JRPodcasts
Diversity is the key to what makes blockchain successful and innovative. We have to keep encouraging and growing this movement in order to not only have success but to have new projects created.
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I sit down with Jillian Godsil located in Ireland and we discuss all about diversity, the future, NFTs and more regarding the blockchain space. Jillian Godsil describes herself as Blockchain Advocate, Founder, Conference Chair, Women in Blockchain Advocate, Keynote Speaker, Crypto Journalist, Broadcaster, CEO, Writer, Homelessness Advocate, Former European Parliament Candidate, Law Changer, Mother, Choir Member, Hill Walker, Dreamer Contact Jillian at https://www.linkedin.com/in/jilliangodsil/ https://twitter.com/jilliangodsil
Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. https://bit.ly/JRobert
***Connect across your favorite social platform: https://linktr.ee/Joerobert
***Subscribe to podcast: http://bit.ly/JRPodcasts
Everyone is talking about NFT's today, but what are they? Have you been wondering how you can start to use them in your business? This episode is going to help you better understand how NFT's work and how you can get started.
Marc Moglen is a Business Development Director at Topio Networks, he works with firms to launch their blockchain initiatives by leveraging AI-powered Market Intelligence.
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Marc and Joe discuss all about the buzz surrounding NFT's and what they both believe the future is going to look like, will you be able to purchase a NFT for yourself, and why maybe you should worry how and where your store your new digital creation.
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To discuss things further with Marc reach out to him via linkedIn http://linkedin.com/in/marcmoglen
Connect with Joe Robert & subscribe for exclusive content Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
If reducing your taxable income is something you have been looking into but haven't had the correct training on how to accomplish this then this episode is for you.
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Joe talks with Eric Brotman Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution.
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Eric talks with Joe about finding the best tax saving strategies to fit your lifestyle, and how these can easily and effectively be incorporated. Eric can help you get you finances in order so you can grow your businesses and live your life without breaking the bank, dipping into retirement savings or sabotaging your future, even in times of crisis and financial upheaval. Find out what the different strategies Eric recommends, and let us know which one(s) you decide to implement.
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You can contact Eric for more information at https://bfgfa.com
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Connect with Joe Robert & subscribe for exclusive content Find him on all social platforms at @JoeMRobert
Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Investing in a Bitcoin Trust may just be the new way to invest in the cryptocurrency space. Greg King CEO of Osprey Funds is going to tell you how his company is making this possible.
- Joe and Greg chat all about the future of Bitcoin and its current value.
- How Bitcoin is becoming the New Gold.
- All you need to know about the Bitcoin Trust
- How you can save in Taxes by placing your Bitcoin (and other cryptocurrency) in you Self Directed IRA Accounts.
Greg founded Osprey Funds in 2018, combining his transformative financial product experience and interest in crypto. Greg is also the Founder & CEO of REX Shares (since 2015). Previously, he Co-founded VelocityShares (2009), which was acquired by Janus in 2014. Greg is an innovator in the field, launching over 100 ETPs including the first ETPs tracking VIX, broad-based commodities, and FANG stocks.
- Greg King Twitter:https://twitter.com/GregKingOsprey
- Osprey Funds Twitter: https://twitter.com/OspreyFunds
- Greg King LinkedIn: https://www.linkedin.com/in/gregorydking/
- Osprey Funds LinkedIn: https://www.linkedin.com/company/osprey-funds/
- Osprey Funds website:https://ospreyfunds.io/
Connect with Joe Robert and subscribe for exclusive content
Find him on all social platforms at @JoeMRobert enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
After 16 years as a firefighter and paramedic, Dave Seymour launched his career, rapidly becoming one of the nation's top real estate investors. Within his first few years, Dave had transacted millions of dollars of real estate and had become one of the nation's leading experts in both residential and commercial transactions. Dave was also the star of A&E's top show "Flipping Boston" He is now the CEO of Freedom Venture a boutique private equity real estate firm, bringing institutional quality management to lower middle market assets.
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Dave and Joe are going to tell you about the importance of proper education prior to entering a deal. Why every good deal you are going to put up needs to have a good story behind it to appeal to the investor. They discuss how to make your retirement money work for you and why most people are too scared to make this happen for themselves. One big piece of advice that Dave gives Joe is to always listen to your spouse, it will make your career go further. To reach out to Dave for more information you can contact him at https://www.freedomventure.com
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Connect with Joe Robert: http://www.joerobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Are you properly filing taxes on your Cryptocurrency investments? Many investors do not realize that in fact the IRS does know what you owe and if you are compliant or not.
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Shehan Chandrasekera is one of the handful of CPAs in the country who is recognized as a real-world operator and a conceptual subject matter expert on cryptocurrency taxation. He is the Head of Tax Strategy at CoinTracker, partner at JAGArgueta CPAs a Forbes Tax Contributor and a CPE instructor.
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Shehan discusses with Joe how to make sure you are properly filing your tax return with the IRS. And as always in the Joe Robert Show we discuss ways that one can actually save on their tax returns when it comes to cryptocurrency investments. A can't miss discussion that can help save you every year!
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If you want to reach out to Shehan to learn more you can find him on all social media platforms @TheCryptoCPA
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Connect with Joe Robert: http://www.joerobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Are you properly filing taxes on your Cryptocurrency investments? Many investors do not realize that in fact the IRS does know what you owe and if you are compliant or not.
*
Shehan Chandrasekera is one of the handful of CPAs in the country who is recognized as a real-world operator and a conceptual subject matter expert on cryptocurrency taxation. He is the Head of Tax Strategy at CoinTracker, partner at JAGArgueta CPAs a Forbes Tax Contributor and a CPE instructor.
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Shehan discusses with Joe how to make sure you are properly filing your tax return with the IRS. And as always in the Joe Robert Show we discuss ways that one can actually save on their tax returns when it comes to cryptocurrency investments. A can't miss discussion that can help save you every year!
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If you want to reach out to Shehan to learn more you can find him on all social media platforms @TheCryptoCPA
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Connect with Joe Robert: http://www.joerobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Adam Adams earned the prestigious title "Master Investor" by Think Realty and in this episode you will see why he holds this title. Adam is the founder of GrowYourShow.com, podcasting since 2017 and currently hosts the Apartment Investing Show. He is a successful investor and is now sharing his knowledge about apartment investing and successful podcasting with you.
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Adam and Joe are going to discuss how to educate yourself as an investor, what Adam believes the proper steps you need to take in order to have success and what steps you absolutely cannot skip.
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Investing is not just one size fits all, you have to find what works best for you and how you and your lifestyle fit into the equation. This is a can't miss episode for any investor and anyone starting their career in the podcasting world.
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Connect with Joe Robert: http://www.joerobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Investing in the cryptocurrency sector can be intimidating. There are different exchanges, coins, companies. Where do you begin? How do you ensure you are making the right decisions? Joe is here to help you with getting started and growing your portfolio. In this episode Joe talks with Jeff Dorman.
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Jeff Dorman is Chief Investment Officer at Arca. In his role, Jeff leads the investment committee and is responsible for portfolio sizing and risk management. Jeff has over 17 years of trading and asset management experience.
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Find out what these two have to say about specializing your digital asset investments, the benefits of tokenization, and how DAO tokens can be great investments. This is cant miss episode for anyone in the Crypto space.
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Connect with Joe Robert: http://www.joerobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Did you know you can invest in art? Real tangible pieces of artwork from all over the world you can own a piece of one.
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Alan Snyder of Shinnecock Partners is going to discuss with Joe just how this is possible for everyone! Leaving your money in the bank or investing in bonds is not going to make you money "work for you" or yield a high return. So put your money somewhere it can work and earn you interest.
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Alan C. Snyder is the Managing General Partner of Shinnecock Partners, a 30-year-old family office investment boutique, and its investment funds, General Partner of Shinnecock Group. Their websites are: http://www.shinnecock.com http://www.artlending.com Additionally, Shinnecock Partners has a page on LinkedIn https://www.linkedin.com/company/shinnecock-partners
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Connect with Joe Robert: http://www.joerobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Are you looking to get more out of your Bitcoin portfolio? Or perhaps you have been wanting to jump in the game and get started. Joe and Peter are here to help on this episode!
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They are discussing all about the market today, and in the future. How you can get started and slowly grow your portfolio. Why every true investor/entrepreneur lives below their means in order to be successful. They also take a moment to discuss inflation, it's coming we all are aware of that. What is it going to look like and how will it affect the markets and your everyday life?
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Peter Doyle is the Managing Director, President of Kinetics Mutual Funds, Inc. Peter is a Co-Portfolio Manager for several registered investment companies, private funds, and institutional separate accounts.
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Connect with Joe Robert: http://www.joerobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
On this episode Joe was lucky enough to be able to sit down with Jalak Jobanputra she got into the blockchain sector before most people ever heard of it. We can consider her one if the OG's.
Jalak Jobanputra is Founding Partner of Future\Perfect Ventures, an early stage venture capital fund investing in decentralized technology, launched in 2014. In 2017 Jalak was cited as a “Top 5 Investor Powering the Blockchain Boom”.
Jalak and Joe discuss everything from her initial investments in blockchain technology, where they both believe it is going in the future. Why this technology is beneficial for startups to take advantage of. Most importantly what the future of the digital world looks like.
Connect with Joe Robert: http://www.joerobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
A lot has happened in the first few weeks of 2021. Elon Musk has thrown himself into the Bitcoin world. Let's not forget Robinhood, GameStop and Big tech. And this was just in one week!
With everything that has happened Joe decided to ask a good friend and fellow investor to appear back on the show to discuss all that has happened in the 9 months since their last interview. Alberto Artasanchez, was the first guest on The Joe Robert Show, you can count on Alberto to give you facts, and expert opinions about what is currently going on.
Alberto Artasanchez is a principal data scientist and the director of the Artificial Intelligence Lab at Knowledgent (a part Accenture) with experience spanning over 25 years in multiple industries but with a focus on the financial industry. He has an extensive background in artificial intelligence and advanced algorithms, holds 6 AWS certifications including the Big Data Specialty certification and publishes frequently in a variety of Data Science blogs.
Connect with Joe Robert: http://www.joerobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
On this Episode you will find our interview with Michael Malloy founder of Advanced Financial Solutions. Michael takes the time to give joe a can't miss presentation on Expanded Worldwide Planning (EWP) and Private Placement Life Insurance (PPLI)
Find out how these two offerings can help you with your retirement and wealth planning goals.
To contact Michael visit his website https://michaelmalloy.solutions/
Connect with Joe Robert: http://www.joerobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Joe starts off his first interview of 2021 with Ian Ippolito. Ian Ippolito is the founder and head of an alternative-asset investing club called the Private Investor Club, the founder and editor of the investment analysis website called TheRealEstateCrowdfundingReview.com. Which gives investors access to high quality deal flow, detailed due-diligence and special deals that they couldn't on their own. Joe talks with Ian about this private club and how it can help with your deal flow. Going through due diligence with other like minded investors can help with the process. This club can also bring other investment opportunities you may not have found on your own, such as music royalties.... You can reach Ian Ippolito at https://www.privateinvestorclub.com Connect with Joe Robert: http://www.joerobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Happy 2021! In the first episode of the new year, Joe wanted to talk to you all about his 2020. Everything that is positive and beneficial that happened in his business. From real estate transactions he thought that were at least a year out to how his first year in the vacation rental market went!
Joe sits down and fields questions from his wife Jenn, tune into hear about the motto that Joe has decided to live by and what you should take into consideration too!
Connect with Joe Robert: www.JoeRobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
To close out 2020 Joe is talking to Brecht Palombo of DistressedPro.com This is a perfect episode to help launch you into 2021.
Brecht and Joe discuss how to create a successful plan when sourcing notes, and where you need to look to find them. Contacting big banks is not the way to go. Perhaps you need to create a professional relationship with a small local bank to be on their minds when deals come across their desk. Find out more tips and tricks on how to be successful in the Note Investing business in 2021 and beyond.
Contact Brecht Palombo at DistressedPro.com
Connect with Joe Robert: www.JoeRobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Analyzing all the Tapes you receive while doing due diligence in the note buying process can be overwhelming, and often lead to minor mistakes that can cost you. Have you ever wondered how much easier the process would be if it was automated for you in a program? David Putz has done just that with his company JKP Holdings. He is going to tell you how his system can improve your processes and ability to source notes. If you are a seasoned note investor you know what a big deal this opportunity is. If you are looking into becoming a note investor you are going to want to get in on this process. Contact David to learn more at dputz@jkpholdings.com Connect with Joe Robert: www.JoeRobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
On this episode of The Joe Robert Show, Joe is sitting down with Alex Coffman and Matt Teifke from Teifke Real Estate. Alex and Matt have taken the Austin, TX real estate market over and are climbing the ladder to success. They are constantly researching the market for deals to be had. Even starting a construction side of their business to fully encompass the market.
This episode will cover the importance of learning about real estate businesses, how to broaden one's investing opportunities by pushing your business to the next level and how to increase your net worth.
You can reach Alex and Matt at teifkerealestate.com
Connect with Joe Robert: www.JoeRobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Have you always been interested in Multi-Family investing? But you have been unsure how to get started. Darin Batchelder is going to tell you secrets he believes are the key for getting involved in Multi-Family investing and how to be successful in the market. He is a great guy to learn from, he is going to tell you how to outsource your property management to increase your success and how it can help you focus on more important things. This interview is packed full of helpful tips and tricks you need to get started (or continue) in the Multi-Family syndication. Darin is a fellow podcast host, a multifamily syndicator, an investor in over 4,000 multifamily units, and business owner. You can reach out to Darin on Instagram @batchelderdarin His website https://darinbatchelder.com LinkedIN https://www.linkedin.com/in/darin-batchelder-8855b620 Connect with Joe Robert: www.JoeRobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Charitable Lead Trusts and Charitable Remainder Trusts, you may have heard about them but you probably don't know how they can benefit you, and your future. Russell James, J.D., Ph.D., CFP; is a professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). Russell is going to discuss with Joe all about the charitable options that are available to you and your family. Everything you need to know to get started in the process of charitable giving and how to monitor it over your lifetime. You can reach Dr. Russell James at @GenerosityProf on twitter and https://www.linkedin.com/in/encouragegenerosity Connect with Joe Robert: www.JoeRobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Joe has been notorious for having industry leading guests on the show. This episode is no exception Derek Myron of Centura Wealth Advisory is going to discuss all about Tax planning & Charitable lead/ remainder trusts. He is going to tell you when is the right time in your life and career to consider implementing wealth management. Derek has been serving high net worth individuals and families since 1998, assisting them in the creation and implementation of carefully crafted plans to solving both their financial, and many times their life goals. Find Derek at http://www.centurawealth.com Connect with Joe Robert: Joe@robertventures.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Charitable Remainder Trusts and Charitable Lead Trusts. What are they? Do you have one? Maybe you should!
Joe sat down with John Smallwood of Smallwood Wealth Management to discuss these two types of trusts, and what you need to know to get started. As well as all the tax benefits that go along with them.
You Can Find John Smallwood at: https://www.smallwoodassociates.com Facebookhttps://www.facebook.com/SmallwoodWealthManagement LinkedIn https://www.linkedin.com/in/john-l-smallwood
Connect with Joe Robert: Joe@robertventures.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Do you have a 401k or a Self-Directed IRA? Are you looking to save on Taxes in your retirement accounts?
Damion is going to talk to you about how you can save taxes using a little known strategy called the eQRP that allows
investors to control their financial future and get off the wall street roller coaster.
Damion Lupo is the CCO of the eQRP Co. and the lead architect of the eQRP® a unique and powerful system to put individuals in command of their own investments, tapping into the $25 trillion locked away in Wall Street.
Connect with Joe Robert: Joe@robertventures.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Do you own Real Estate properties? Are you aware of all the tax saving benefits available to you for owning these properties?
On this episode we are speaking with Yonah Weiss the Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving tens of millions of dollars on taxes through cost segregation. Yonah has a background in teaching and a passion for real estate and helping others.
Cost Segregation is a commonly used strategic tax planning tool that allows companies and individuals who have constructed, purchased, expanded or remodeled any kind of real estate to increase cash flow by accelerating depreciation deductions and deferring federal and state income taxes.
Connect with Joe Robert: Joe@robertventures.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Cryptocurrency is the Future of Currency!
Are you invested in any of the crypto funds? Have you properly educated yourself on the different aspects of cryptocurrency?
Bill Guida is going to give us a overview of where the crypto market stands today and where he believes it is going.
We will also talk about Bitcoin and your retirement accounts, how you can make the best of your investments!
Connect with Joe Robert: Joe@robertventures.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Now more than ever the vacation rental market is booming!
In this week's new episode Joe will talk with Rich Munroe from Diamond Edge Properties. One of Diamond Edge Properties' focus is the short term rental market, they specialize in short term rentals in the Atlanta Metro Area. Their goal is to allow business travelers and families to experience what it is to live like a local.
Rich is going to discuss how to successfully list your rental property on the major sites such as Airbnb and VRBO. Why staying in a short term rental for business travelers and families is more alluring than a hotel stay. And most importantly what factors you need to consider before you purchase a property for short term rentals.
Connect with Joe Robert: Joe@robertventures.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Are you missing out on THOUSANDS of tax savings for your business because you are unsure how to properly take advantage of a R&D Tax Credit? Allow Justin Maxwell of Big Life Financial explain it all to you. Justin is going to tell you how to keep more of that hard earned money and then throw it into the right financial system to make that savings work hard for you! Find out if your business qualifies for tax credits, the steps you need to take if you do, and how much you could be missing out on. Tune in so Justin can help you and your hard earned money! You can reach Justin Maxwell here for more information: https://www.biglifefinancial.com/researchcredits Facebook: https://www.facebook.com/justin.maxwell.9465/ Linkedin:https://www.linkedin.com/in/justinmaxwelltaxspecialist/ Connect with Joe Robert: Joe@robertventures.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Are you interested in alternative investing? Would you like to know more from someone in the business? Jack Krupey will tell you all that he knows about alternative investments and managing funds for accredited investors. Jack has ten plus years of distressed debt experience purchasing non performing loans. Currently, his company JKAM Investments participates with a select group of highly vetted real estate partnerships in the multi family, self storage, mobile home, and private lending industries. Jack is currently living in Puerto Rico, he is going to discuss how the island is today and what you need to do if you want to move your business to the island and take advantage of the tax programs available to residents living on the island. Want more information from Jack? Connect with him here http://jkaminvestments.com Or Email him at jkrupey@jkassetmanagement.com You may also connect via LinkedIn linkedin.com/in/jackkrupey or follow JKAM on Facebook facebook.com/jkaminvestments.
Connect with Joe Robert: Joe@robertventures.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Can you not seem to hire the right employee? Are you having difficulty finding employees to be responsible working remote?
Come listen to what our guest Terry Thayer has to tell you. He has been coaching entrepreneurs to scale and automate their business through building teams and systems since 2014.
Terry also owns a wholesaling/rehabbing business that is generating over 6 figures a month, with over 250mm in real estate sales. He clearly is experienced in the real estate field and will also discuss what markets he believes are hot and recession proof.
Terry has recently moved to Mexico with his family for at least the next six months, he is going to tell you how life is there as well as how he is managing to run his business while being in another country.
Are you looking to transition into passive investing?
Travis Watts did just that when he left his W2 job and decided he was going to become a passive investor in the multi-family sector.
He is going to tell you how he got his start and how you can too. Joe and Travis also discuss experimental investing and why that is so important as well.
They will also talk about tax savings, helping you make sure you know options that are out there to save you on your tax bill.
Working in a office setting is going to have to evolve with the new changes in society. Is it dead or does it have the capability to change and thrive?
Brian Adams is the founder and president of Excelsior Capital located in Tennessee. He is an experienced investor in office buildings and spaces. He believes the office setting is not dead in fact it will be back and better than ever! Find out why Brian believes this and what he imagines it will look like. Brian is a well known investor and has a lot of information to share with you to help you on your journey. Brian shares his tips for successful investing and why their is no such thing as a perfect deal.
Brian Adams Can be reached at https://www.excelsiorgp.com/ Or you can find him on LinkedIn
Connect with Joe Robert: Joe@robertventures.com Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Are you curious about vacation rentals? Perhaps you have one of your own but are looking for help and insight, Joe is a seasoned real estate investor and in 2019 took the leap into investing in vacation rentals in the Outer Banks of North Carolina. Hear his stories and advice coming out of his first rental season.
Connect with Joe Robert: Joe@robertventures.com Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Lindsay Gordon never stops, look up "Hustle" in the dictionary and there will be her photo.
She currently lives in Puerto Rico with her husband and twin boys. She has been a long time friend and partner. Lindsay always gets the job done, whatever the job may be.
She is a highly successful real estate investor. Investing in properties all over the island. According to Lindsay the market in Puerto Rico is hot right now. She is going to give you her insight into the market.
Are you looking to relocate to the island? Lindsay will tell you all the great areas and the culture of the island. Consider this your insider tour.
Lindsay taught herself the real estate and investing business, and she plans on teacher her children the same! Hoping they follow in her highly successful footsteps.
Connect with Joe Robert: Joe@robertventures.com Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Fred Moskowitz is a note investor, public Speaker, Author, Entrepreneur and Self Directed IRA Investor. In this episode Fred and I are going to discuss Note Investing, IRA investing in Funds. Fred is going to help you understand how to get started in self directed IRA & the secrets to being a successful investor. Finally he will talk to us about how to become a successful entrepreneur, and what daily habits you should implement to help you achieve your goals of success.
Contact Fred for more information Connect with Joe Robert: Joe@robertventures.com Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Are you starting out in the note investing business?
Are you looking to have more success and profits with your investments?Then this episode is for you! Martin Saenz is a highly successful note investor and educator. He is also a best selling author. Clearly Martin knows what he is doing and how to help others achieve success. We talk about how he got started in government contract jobs and made the transition to note investing. Today how his investing has changed and why he wants to help other investors become successful as well.
On today's episode we feature Chris Salerno from QC Capital. He is a highly respected investor in the multi-family world. His tips and insight will help you to better understand how to invest in these properties. Chris' stories and information will help you to propel your investing business to the next level.
Connect with Joe Robert: Joe@robertventures.com Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Fuquan Bilal is a note investor and real estate flipper. He has had over 250 profitable flips to date. We discuss how to overcome difficulties and become the best investor you can be.
Fuquan is also passionate about teaching his children to be successful and learn the real estate business. He has some great tips and ideas that you can implement with your own children. If you are looking to get started in Note investing and/or real estate flipping Fuquan is a great resource to follow.
Connect with Joe Robert: Joe@robertventures.com Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Eric likes to think of himself as a "Lifestyle Investor" What exactly does that mean? Do you work a typical 9-5 job but also have a side hustle as a investor and are looking to make this more profitable and do more with your time? Learn how to keep your "Day job" while working on real estate deals and investing. Eric Pittmann will tell you the secrets to his success. And how you too can become a successful real estate investor. Connect with Joe Robert: Joe@robertventures.com Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Joe and his wife Jenn discuss 529 college savings plans. How they have implemented them in their family and how you can too. They tell you all the basics you need to know to get started saving for your kids future education. Along with tips and tricks they use based on how the market is performing at the current time.
If you would like to see more topics like this discussed with Joe and Jenn please reply to this email with your questions/ideas and they will see what they can do. They are both passionate about helping others, and enjoy sharing what has worked for their family so far.
Connect with Joe Robert: Joe@robertventures.com Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.
Do you have a 401K or a Self-Directed IRA? Are you using it to its full capacity? Are you using your SDIRA for Tax Free investing? Maybe you are curious about how to do this but you don't know how to get started. Then this episode is for you. We are talking to Carl Fischer from CamaPlan We will be discussing all things related to IRA and 401K and how you can use yours TODAY to help you maximize your investment potential. More about Carl Fischer: Carl Fischer is a Cornell University graduate and third generation real estate developer. Carl began his investing career in the 1970's when he was employed as a rocket scientist at Kennedy Space Center in Cape Canaveral, Florida. He is presently one of the founders and principals of CAMA Self-Directed IRA, LLC (dba CamaPlan). CamaPlan is a national company headquartered in Ambler, PA. Carl has implemented plans and managed over 20 million dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages. He has been able to increase his personal net worth and control many endeavors with the self-direction tools available. In addition to his hands-on experience, he has the opportunity to speak to many groups including real estate investors and brokers, CPAs, financial advisors, and mortgage professionals about the power and possibilities of IRA, 401(k), and qualified plan self-direction. He presently has investments in PA, NJ, NY, FL, NC, and WI. His unique background, education, experience, and empirical information relating to business, finance, technical requirements, scheduling and overall management makes him a key element in the success of his clients controlling their own financial future. Connect with Joe Robert: Joe@robertventures.com Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and would love for you to share this with others.
Did you know you could take advantage of Tax Incentives As Low as zero percent? And enjoy life while Sipping Bacardi on the white sandy Beaches in the Caribbean? Giovanni Mendez is our guest on this episode and he is going to teach YOU how to keep more of your profits, Tax-free wealth, How to get started TODAY, What assets you can invest in under Tax Incentives Act 20 & 22, The application process and Costs Involved, Housing & Residency Requirements. We will also discuss how this island is thriving and OPEN FOR BUSINESS! I was lucky enough to call this island my home for 4 years, and you can too! More about Giovanni Mendez: Extensive experience as a corporate and tax attorney, including compliance, financial reporting, tax preparation, and regulatory matters. Admitted to the Puerto Rico Bar and United States Tax Court, Giovanni has advised clients at both the State and Federal levels. His clients have included Fortune 500 companies, pharmaceutical companies, telecommunications firms, financial services companies, e-commerce, technology and software companies, private equity investors, blockchain technology companies, and high net-worth individuals.
Connect with Joe Robert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and we would appreciate it for you to help us spread the word
In this episode we talk to a longtime friend and former classmate of mine, Andreas Makris. Andreas has owned various different companies, such as restaurants, Moving and storage companies, and Survey companies. Andreas is extremely skilled at knowing what the consumer wants as well as how to best help your employees help you to take your business further. If you are looking to increase your wealth and increase moral within the companies you already own Andreas is a great resource.
Connect with Joe Robert:
- Joe@robertventures.com
Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and we’d appreciate it for you to help us spread the word!
Join me as I discuss all things investing and Note portfolios with a successful entrepreneur in the business. Yonel is living in Florida and investing in all things real estate. Watch to see what he thinks the market is going to look like in the future. Why you should fully understand the underwriting process. And what other successful entrepreneurs he is meeting up with in the area. Connect with Joe Robert:
Joe Robert Twitter LinkedIn Facebook TikTok
Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and we’d appreciate it for you to help us spread the word!
We live in an instant-gratification society, and that largely informs how we think about wealth. We want money, and we want it now. That said, nothing of substance is created overnight. To create lasting wealth and strong foundations, steady building is required.
Steven Lloyd is a real estate investor who specializes in the strategic acquisition and development of residential properties (mortgage notes, private lending, mobile home parks, and apartment buildings). As founder and managing partner of Stone Bay Holdings (SBH), Steve is responsible for sourcing investment opportunities, investor relations, and specifically securing capital from private sources and he manages and owns a portfolio valued over $120 million. Prior to founding SBH, Steve founded and is the managing partner in an integrated real estate development company with multiple capabilities. With over 30 years of diverse entrepreneurial experience, Steve's interest and emphasis has been on the formation and funding of small businesses.
On this episode of the Joe Robert Show, Steve and Joe trade advice on the importance of a strong, efficient partnership, why diversifying your investments is essential (plus how to invest for the long-term), all the ways you can prepare now for the post-COVID market, and getting through these tough times with a positive attitude. Listen in for smart investment advice and some valuable lessons in patience.
What You’ll Learn
- Why doing nothing is actually a good idea in the current global circumstances - and why there is such a thing as too much action
- What red flags to look for when considering a partnership
- How Steve is using his time in quarantine to transform his life (and what we could all learn from his methods)
- And much more!
Favorite Quote
“It's a journey, investing is over time, you create wealth over time. You have to go from one property to 15 to 20. The problem with most entrepreneurs is that they don't have patience.” - Steve Lloyd
Connect with Steve Lloyd:
- Steve@stonebayholdings.com
- On Instagram
Connect with Joe Robert:
- Joe@robertventures.com
Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and we’d appreciate it for you to help us spread the word!
Every great career has a story behind it. Experience is how we all learn our way through life, and the best - and easiest - way to gain wisdom is to listen to the stories of others
Joe Robert has never worked a 9-5 in his life. From an extremely young age, he felt the need to forge his own path forward - and so he did. Now, years later, Joe has built a lucrative career in both note and real estate investing as well as a beautiful family, and he dedicates his time to teaching others how to gain an edge in those and the surrounding industries.
On this episode of the Joe Robert show, Jen Robert flips the roles and interviews Joe about how he got his career started, life in Puerto Rico as a business owner (including the economic benefits), and how Joe maintains his wealth and his health. Listen in for some incredible insight into the lifestyle of one of the best minds in investment.
What You’ll Learn
- Why the unique position of a note investor intrigued Joe and drew him to the industry
- What role cryptocurrency will take on in our economy and our businesses as time goes on and the focus becomes automation
- How Joe plans to bring his kids up learning the business, gaining knowledge, and setting themselves up for a successful future
- And much more!
Favorite Quote
“Life is all about timing. And being in the right place at the right time is usually what leads to success.” - Joe Robert
Connect with Joe Robert:
- Joe@robertventures.com
Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and we’d appreciate it for you to help us spread the word!
It’s easy to see the COVID-19 pandemic as a collapse. There are those, however, who see it as a chance for rebirth. This especially applies to savvy real estate pros who are driven to create ever-better opportunities for investment and advancement.
Bill McCafferty's true skill is building & managing portfolios of re-performing & non-performing 2nd mortgage notes. As a full-time Asset Manager for Peoples Mortgage Relief II, LLC (PMR II), he has well over 10 years of experience in all aspects of residential real estate and is continuously looking to grow and expand his network around the country. He really enjoys assisting other note investors in the business in whatever way possible. Bill has managed well over 1,000 re-performing & non-performing 2nd mortgages - over $25m of unpaid principal balance. He also specializes in cash flow, multiple streams of income and note education.
On this episode of the Joe Robert Show, Joe and Bill dive deep on the mindset shifts that helped Bill persevere through the difficulties of the mortgage industry, the nuances of bankruptcy, particularly in the current circumstances, which tools can help you organize your life (both business and personal), and Bill’s reasons for living, succeeding, and thriving. Join the conversation to change your mindset, get creative and create new success for yourself.
What You’ll Learn
- How Bill learned to stop “accepting average” and focus on driving towards his potential
- What new and even seasoned real estate investors can be doing during COVID-19 to set themselves up for success moving forward
- Why Bill is happy and grateful for the changes COVID-19 has brought the world, and how he plans to take advantage of the new opportunities
- And much more!
Favorite Quote
“I used to stomach a lot of things and take a lot of things personally. What I’ve learned in over 10 years is, don’t take anything personally. It’s all business. Do what’s right, be ethical, communicate with your clients and investors. Communication is key” - Bill McCafferty
Connect with Bill McCafferty:
- bill@billmccafferty.com
Connect with Joe Robert:
- Joe@robertventures.com
Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and we’d appreciate it for you to help us spread the word!
The world is changing fast, and now is the time to decide whether we will change with it, and how we might make that happen. Business owners, in particular, are looking for new ways to invest and get ahead financially. For anyone in that frame of mind, it helps to turn to an expert.
Alberto Artasanchez is a principal data scientist and the director of the Artificial Intelligence Lab at Knowledgent (a part Accenture) with experience spanning over 25 years in multiple industries but with a focus on the financial industry. He has an extensive background in artificial intelligence and advanced algorithms, holds 6 AWS certifications including the Big Data Specialty certification and publishes frequently in a variety of Data Science blogs. Mr. Artasanchez is also frequently tapped as a speaker on topics ranging from Data Science to Big Data and Analytics, Fraud Detection and more. He has an extensive track record designing and building end-to-end machine learning platforms at scale.
On the first episode of the Joe Robert Show, Joe and Alberto get into the details of cultivating a positive mindset and healthy body in plentiful days and tough ones alike (and how to find help doing so), starting out in real estate investment while keeping in balance with your full-time job, and all the ways the automations that have emerged from the COVID-19 quarantine will change the working world in the future. Listen in for an informative and inspiring interview to lift you up and leave you feeling prepared.
What You’ll Learn
- How diversification of your investments helps you manage your risk even in the worst of times
- What you need to know about navigating the value of cryptocurrency in the present and future economy
- Why the rapid advancement of AI and technology poses risks along with the benefits we enjoy
- And much more!
Favorite Quote
“It's a lot of balls to be juggling, but what's the choice? So make sure you spend that hour on your health, make sure you spend that hour on your relationship, make sure you spend that hour on your finances, and keep those balls in the air, moving constantly.” - Alberto Artasanchez
Connect with Alberto Artasanchez:
- alrencapital.com
- thedatascience.ninja
- alberto@alrencapital.com
Connect with Joe Robert:
- Joe@robertventures.com
Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and we’d appreciate it for you to help us spread the word!
This is The Joe Robert Show where we learn how to grow and preserve your wealth. We achieve this by interviewing investors, fund managers, tax professionals and other industry leaders.
My goal is to give you insights into investments outside of Wall Street and teach you ways that are changing the lives of entrepreneurs and investors around the world. These strategies will allow you to manage your own portfolio of assets and leave a family legacy.
- Joe Robert