Modern Investing Podcast

Message the HostIn this episode, we dive into the fast-moving frontier of biotech innovation and precision medicine with Christopher Lucas, co-founder of DNA Nanobots, a platform creating non-viral gene therapies designed to save lives, reduce toxicity, and democratize access to cutting-edge treatments.Chris brings a rare blend of deep scientific expertise and business savvy to the conversation, sharing how his team is reimagining drug delivery using DNA itself as a building block to target diseases with precision, efficiency, and safety.We explore:How DNA Nanobots builds non-viral delivery systems from the gene itselfWhy this technology could replace viral vectors for gene therapy, lowering cost and enabling re-dosingThe company’s breakthrough partnerships in Duchenne Muscular Dystrophy (DMD), lysosomal storage diseases, and acute myeloid leukemiaHow they’re balancing platform strategy and single-asset development to hedge against biotech market cyclesWhy Chris and his co-founder believe success = saving even one lifeFundraising lessons from biotech, navigating early-stage VC, proof-of-concept milestones, and partner collaborationsKey advice for new biotech investors on identifying early signals, managing risk, and finding trustworthy teamsWhether you're a startup founder, an early-stage investor, or simply biotech-curious, this episode gives you a front-row seat to the future of personalized medicine.🎧 Listen now and discover how the next wave of biotech could transform medicine, and how smart investors can be part of it.👤 About Christopher Lucas:Chris is the co-founder and officer of DNA Nanobots, a biotech platform pioneering non-viral gene delivery systems that promise safer, more targeted, and cost-effective therapies. With a PhD in biomedical sciences and a postdoc in mechanical engineering from The Ohio State University, Chris has spent the last decade pushing the boundaries of drug delivery to make precision therapies more accessible.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we dive deep into one of the most misunderstood (and fast-evolving) areas of finance: crypto tax compliance.Our guest, Janna Scott, is the founder of Defi Tax, a platform built to solve what multi-billion-dollar crypto tax tools failed to do: deliver audit-ready, regulator-validated tax reports for digital asset investors and businesses.Her journey from a government insider to a watchdog for crypto investors, exposes a hidden flaw in the system that nearly no one’s talking about.We explore:How she discovered 14+ crypto tax platforms were dangerously inaccurateWhy CSV-based reporting and API misreads are quietly putting investors at legal riskHow Defi Tax shut down two waves of IRS audits and what’s coming nextWhy the IRS is gearing up for mass audits and how you can protect yourselfThe importance of showing your work and avoiding accidental fraudHow Janna’s work with the IRS, SEC, and top universities is shaping a new crypto tax standardWhat every founder, investor, and accountant needs to know before the audits beginWhether you're trading altcoins, staking NFTs, running an exchange, or just dabbling in Web3, this episode is a must-listen. Janna’s insights could save you from costly mistakes… and possibly an audit.👤 About Janna Scott: Janna is the founder of Defi Tax, a crypto tax platform built for audit-readiness, regulatory integrity, and maximum protection for investors. Her research has been cited by the IRS, validated by university partnerships, and is actively reshaping crypto compliance standards.🎧 Tune in and learn how to stay ahead of the crypto tax curve, before it’s too late.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we explore a different kind of wealth - one rooted in experience, freedom, and connection.Our guest, Hayley Melidonis, is the founder and CEO of Bubbl (www.bubbl.co), a travel platform reimagining how we connect with others and with ourselves through meaningful, shared journeys. From launching community-based ski houses in Tahoe to building a tech platform that enables solo travelers to find safety, affordability, and friendship, Hayley is crafting a new path for both travel and entrepreneurship.Her story weaves together real estate investing, startup grit, and a passion for living fully - on your own terms.We explore:How Hayley used property investing to unlock financial freedom (and her first ski pass!)What it really means to build an AI-proof business rooted in human connectionThe psychology of solo travel, and how Bubbl eliminates the lonelinessWhy points hacking, shared housing, and mindful debt can be powerful financial toolsHow experiences, not stuff, can deliver the best ROI of allHer insights from working at Uber, Intel, and building Bubbl from the ground upWhether you’re designing your next chapter, traveling solo, or building something that honors both profit and purpose, this conversation is a reminder that freedom is a financial strategy, and connection is the most valuable asset of all.👤 About Hayley Melidonis: Heyley is the founder of Bubbl, a platform helping people travel better, together. With over 30 years of global experience, she blends real estate investing, startup innovation, and a love of human connection to unlock new models for wealth and wellbeing.🎧 Listen in and get inspired to build a life you don’t need a vacation from.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Anmol Verma - investor, fintech founder, and co-architect of a $100M Global Impact Fund-to explore what it means to invest with clarity, purpose, and adaptability in today's changing world.From leading high-conviction investments across emerging markets at Arisaig Partners, to co-founding Finvest, an AI-powered wealth platform for mass-affluent millennials, Anmol shares a uniquely grounded yet visionary perspective on the future of finance.We explore:What she learned launching a $100M impact fund-and how she measured real-world outcomes like healthcare and menstrual hygiene accessThe macro insights and risk management frameworks that help her evaluate complex opportunitiesHow AI is transforming wealth management by reducing friction and increasing personalizationWhy Finvest is building an all-in-one platform that unifies tracking, investing, and intelligent automationWhat she believes wealth platforms must evolve into for the next generation of investorsAnmol also reflects on building with integrity, the importance of "strong opinions, loosely held," and how operating from deep self-trust has guided her career pivots.Whether you're managing your portfolio, building a fintech product, or navigating uncertainty in your own investing journey, this episode will equip you with tools-and perspective-for what comes next.About Anmol Verma: Anmol is the co-founder of Finvest, an AI wealth advisor platform helping time-strapped professionals manage their money with confidence and intelligence. She previously led due diligence for concentrated emerging market portfolios and helped launch a $100M Global Impact Fund at Arisaig Partners.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Santosh Ramesh, CEO and President of KA Technology, to explore how the future of innovation isn't always in chasing hype-but in solving real problems.Santosh shares how his team is transforming overlooked sectors like real estate education and martial arts gyms through simple, targeted software solutions that free people to focus on what they do best. His approach: build quietly, serve deeply, and create value by eliminating friction where others aren't looking.We also dig into:Why small tech can drive big returns, and how to spot itThe power of investing in inefficiencies, not trendsHow human connection is becoming the most in-demand tech featureWhy Sidepocket-style platforms are essential for busy professionalsSantosh's take on diversification, asymmetric risk, and staying grounded while scaling smartFrom sustainable software to strategic investing, this episode is a must-listen for anyone building or backing businesses that are simple, scalable, and soulful.👤 About Santosh Ramesh:Santosh is the President & CEO of KA Technology, a company focused on solving niche pain points with high-impact software tools. His cross-industry background and people-first mindset are redefining how technology can serve overlooked markets.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Joy Osaka-Lu, founder and strategic solutions partner at One Ripple, LLC, to explore how business transformation starts with people-not just processes. With over 30 years of experience across operations, data systems, and change management, Joy shares her approach to designing businesses that work better by honoring the human element behind every metric.We explore:How Joy helped an investment firm reduce manual processing by 80%-by shifting the paradigm, not just the softwareWhy legacy systems often fail not because they're outdated, but because they ignore human behaviorThe role of story, empathy, and systems thinking in unlocking innovation across finance and operationsHow Joy approaches investing with the same lens of freedom, resilience, and long-term alignmentWhy building adaptive businesses today requires unlearning old rules and embracing what's real, personal, and dynamic"When you build systems around people-not just performance-you unlock something deeper: trust, flow, and lasting change."Whether you're scaling a company, streamlining operations, or investing in your own evolution, this conversation with Joy will shift how you think about efficiency, risk, and transformation.👥 About Joy Osaka-Lu:Joy Osaka-Lu is the founder of One Ripple, LLC, a strategic consulting firm focused on building human-centered systems and solutions that drive sustainable business change. With three decades of experience, she's known for her ability to dissolve inefficiencies, champion authentic leadership, and bridge data, strategy, and empathy in one fluid motion.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Jake Martyn, CEO of Martyn & Co., to explore the unconventional path from content creation to multi-million dollar entrepreneurship - and how it led him into the world of alternative investing. Starting with Pokémon livestreams and evolving into a thriving collectibles empire, Jake's journey proves that creativity, agility, and curiosity can drive serious business success.We explore:How Jake turned a pandemic-era hobby into a 7-figure live commerce businessThe rise of collectible assets and the new rules of creator-led entrepreneurshipJake's shift into investing-and how he's approaching portfolio building with a founder's mindsetWhy Sidepocket became his go-to tool for gaining access to institutional-grade investment strategiesThe lessons he's learned about risk, education, and staying open to evolution in both business and wealth creation"What started as content became commerce-and then turned into capital. That's the power of momentum and mindset."Whether you're a business builder, creator, or investor looking to tap into emerging asset classes and creator-led ventures, this episode offers a fresh take on what it means to build and grow in today's economy.About Jake Martyn:Jake Martyn founded a collectibles commerce company that scaled to 7 figures in under a year by blending livestream content, smart inventory strategies, and authentic community building. Jake now focuses on growing his business while learning the ropes of investing-with a passion for education, efficiency, and unlocking financial freedom.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Corey White, founder and CEO of Cyvatar.Ai, to explore how cybersecurity and diversity are reshaping the tech and investing landscape. With decades of experience in tech and a proven entrepreneurial track record, Corey is redefining what it means to build a resilient, future-ready business—one that’s secure, scalable, and inclusive.We explore:How Cyvatar.Ai simplifies cybersecurity as a growth enabler, not just a defensive shieldWhy investing in cybersecurity is essential for modern portfolios—and how to evaluate opportunities in the spaceThe power of organic diversity in tech teams and how it drives better innovation and outcomesCorey's journey from tech executive to founder, and what it really takes to thrive in rapidly evolving marketsThe role of grit, adaptability, and inclusive leadership in building companies that can weather disruption“If you want to build a resilient company, start by protecting your people, your data—and your future.”Whether you're an investor exploring tech opportunities or a founder building from the ground up, this episode delivers strategic insight into the intersection of cybersecurity, diversity, and high-growth investing.About Corey White:Corey White is the founder and CEO of Cyvatar.Ai, a next-gen cybersecurity platform that offers comprehensive protection with simplicity and scale. A tech veteran and visionary leader, Corey champions diversity and innovation in the cybersecurity sector, helping companies and investors alike navigate risk and resilience in the digital age.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Katie Fenner, CFA, former private wealth advisor at Goldman Sachs, to explore why financial literacy is one of the most powerful forms of legacy planning. Katie shares her journey from managing portfolios for ultra-high-net-worth families to her current mission: empowering everyday investors and parents to build generational wealth with confidence and clarity.We explore:The surprising knowledge gaps among well-educated families when it comes to 529 plans, custodial accounts, and early investment strategiesWhy open conversations about money are critical for raising financially savvy childrenThe importance of building long-term, adaptable portfolios without falling into emotional trapsHow Katie’s time at Goldman Sachs shaped her philosophy on risk, diversification, and managing wealth through market cyclesWhy access to simple, educational financial tools can transform how families approach investing“Financial literacy isn’t just for Wall Street. It’s the foundation for building freedom—and futures.”Whether you’re a parent, a young investor, or someone looking to demystify the path to financial security, Katie’s insights offer an actionable blueprint for creating sustainable wealth and meaningful legacies.About Katie Fenner:Katie Fenner is a former private wealth advisor at Goldman Sachs, where she guided ultra-high-net-worth families through complex investment landscapes. She now focuses on expanding access to financial literacy, helping families build generational wealth through simple, actionable strategies that empower parents and children alike.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Ketty Minissale, co-founder of The Energy Lab, to explore the powerful relationship between physical health and financial performance. After leaving a secure career in the automotive industry, Ketty embraced entrepreneurship with a mission: to help leaders optimize energy, clarity, and well-being—because true wealth starts with health.We explore:Why burnout and chronic stress silently sabotage decision-making, risk tolerance, and wealth creationHow Ketty made the leap from corporate stability to launching a wellness business rooted in science and soulPractical tools for integrating mindfulness and nervous system regulation into your leadership and investment routinesHow physical vitality directly supports financial confidence, strategy, and long-term resilienceThe future of health tech and AI—where Ketty sees massive potential for proactive wellness and smarter financial outcomes“You can’t build sustainable wealth from a depleted body. Wellness isn’t a luxury—it’s your foundation.”Whether you're a high-performing entrepreneur or investor looking to sharpen your edge, Ketty’s perspective offers a paradigm shift: longevity, energy, and emotional clarity are the real drivers of wealth that lasts.About Ketty Minissale:Ketty Minissale is the co-founder of The Energy Lab, a high-impact wellness company focused on optimizing energy, nervous system health, and mental clarity for leaders and founders. Her background spans corporate leadership and holistic health, giving her a unique lens on how physical and financial success are deeply intertwined. Through coaching, retreats, and technology-forward wellness solutions, Ketty helps people lead from a place of vitality, not burnout.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Brandon Schwab, founder and CEO of Shepherd Premier Senior Living, to explore how boutique senior housing can deliver both meaningful impact and high-performing returns. Sparked by a personal experience with subpar elder care, Brandon set out to reimagine the traditional big-box model—replacing it with warm, residential communities that prioritize dignity, intimacy, and human connection.We explore:Why small-scale, home-style senior living outperforms traditional facilities on both quality of care and investment metricsHow Brandon transitioned from real estate investor to care-focused operator without a healthcare backgroundThe growing demand for personalized elder care—and how investors can meet it with purpose-driven capitalKey financial advantages of boutique senior housing, from strong occupancy rates to recession resilienceThe balance of mission and margin: creating legacy-level returns by solving a deeply human problem“We’re not just offering a bed—we’re offering a better life. And that creates lasting value for residents and investors.”Whether you're an investor exploring alternative real estate assets or someone passionate about elder care innovation, this episode reveals how senior living can be a powerful vehicle for compassionate capitalism.About Brandon Schwab:Brandon Schwab is the founder and CEO of Shepherd Premier Senior Living, a company redefining elder care through intimate, boutique-style homes across the Midwest. With a background in real estate and a deep personal mission, Brandon has built one of the most compelling hybrid models in healthcare and residential investing—one that delivers comfort, connection, and consistent returns.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Alexander Flecker, VP of Sales and Marketing at Measured Risk Portfolios, to talk about what it really takes to navigate volatility with confidence. Blending insights from a blue-collar upbringing and white-collar finance career, Alex shares his journey into structured credit, wealth management, and his mission to help investors stay steady—especially when markets get shaky.We explore:How Alex’s 2020 market experience shaped his views on risk tolerance and investor behaviorThe importance of sticking to a strategy through emotional turbulenceMeasured Risk’s “Synth Equity” strategy—combining short-term Treasuries with S&P 500 call options for asymmetric growth potentialThe launch of their new ETF and how it brings active risk management to everyday investorsWhy structured portfolios can outperform when fear dominates the market“Discipline in the face of chaos isn’t luck—it’s a plan. The question is: do you have one?”Whether you're a business owner preparing for a liquidity event, or an individual investor seeking growth without losing sleep, Alex’s grounded, practical approach offers a refreshing take on building wealth through turbulent times.About Alexander Flecker: Alexander Flecker is the VP of Sales and Marketing at Measured Risk Portfolios. With a background that straddles construction grit and Wall Street strategy, Alex brings a unique, grounded perspective to financial risk management. He’s passionate about helping investors achieve clarity in chaos and is a key advocate for the firm’s signature Synth Equity strategy.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Michael Harries, partner at Robotics Hub and a veteran investor in artificial intelligence, robotics, and deep tech. From his early fascination with Isaac Asimov’s sci-fi to advising startups at the cutting edge of automation and machine learning, Michael brings a rare depth of insight into how transformative technologies are funded, built, and scaled.We explore:What sets deep tech apart from traditional startups—and why it matters for investorsHow Robotics Hub identifies, vets, and supports startups solving real-world problems in automation, logistics, and advanced manufacturingEmerging trends at the intersection of AI, cloud infrastructure, and energy systemsHow to evaluate risk, runway, and technical feasibility in early-stage deep techThe importance of founder-market fit and talent density in complex, high-stakes sectors“If you want asymmetric returns, you need to be where real breakthroughs are happening—and that’s deep tech.”Michael also shares a behind-the-scenes look at investments like Agility Robotics and offers strategic advice for investors seeking differentiated opportunities in the age of AI. Whether you’re a seasoned VC or a forward-looking angel investor, this conversation offers a roadmap to navigating the bold frontier of high-impact innovation.About Michael Harries: Michael Harries is a partner at Robotics Hub, where he invests in early-stage companies solving major global problems through robotics, AI, and next-gen infrastructure. With a background in computer science and a career spanning startups, venture capital, and research leadership, Michael is recognized for his sharp ability to translate technical potential into long-term commercial success.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Mariane Becker and Kristopher Floyd—two investors reimagining the future of venture capital by blending high-return strategies with deep purpose. Mariane, an early investor in Amazon and Google, shares her journey from Wall Street to championing underrepresented founders. Kristopher, a military veteran turned VC strategist, brings a disciplined, mission-oriented lens to identifying startups poised for transformative impact.We explore:Why women-founded startups receive less than 2% of VC funding—and what Mariane and Kristopher are doing to change thatThe Founders Bay community and how it bridges capital, mentorship, and opportunity for diverse foundersEmerging tech trends in AI, robotics, and defense—and how to spot companies positioned for exponential growthHow their upcoming VC fund is creating a new standard for investing with impact, integrity, and long-term visionThe role of intuition, adaptability, and values in building a resilient, future-facing investment portfolio“If we want a better future, we have to start funding it today—with intention.”Whether you're an emerging investor or an entrepreneur navigating the venture landscape, this episode is packed with insights on how to align purpose with profit—and why the next great companies will come from founders previously overlooked by the system.About Mariane Becker & Kristopher Floyd: Mariane Becker is an experienced investor, operator, and advisor with a track record that includes early positions in Amazon and Google. She now leads initiatives supporting women and underrepresented founders. Kristopher Floyd is a former military officer and founder turned VC strategist, known for bringing clarity and structure to early-stage investing. Together, they co-lead Founders Bay and are launching a venture fund focused on high-impact innovation and inclusive capital allocation.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Anmol Goel, CEO of Gacsym Ventures, to explore how he’s rewriting the playbook for early-stage investing. Blending the operational rigor of a venture studio with the patient capital of a family office, Anmol shares a hybrid model that’s helping founders build durable companies—while offering investors more aligned, long-term value.We explore:Why Gacsym focuses on Indian-origin founders and leverages cultural fluency as a competitive edgeHow combining syndicates, strategic mentorship, and global family offices enables faster, smarter dealsThe shortcomings of traditional VC and how Anmol’s model removes friction for both capital and foundersWhy defense tech and medtech are emerging as top sectors for high-impact investingWhat adaptive investing looks like in a world of accelerating complexity and geopolitical shifts“This isn’t about fast money—it’s about building foundational value with long-term partners.”Anmol’s approach is especially relevant for investors frustrated by slow deal cycles and founders seeking more than just a check. His global perspective and commitment to intentional growth offer a refreshing alternative to status quo venture capital models.About Anmol Goel: Anmol Goel is the founder and CEO of Gacsym Ventures, a venture fund and growth studio that blends the agility of early-stage investing with the stability of long-term capital from global family offices. His work focuses on backing high-integrity founders—especially those of Indian origin—while supporting sectors like defense tech and medtech that are poised for transformational impact.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we’re joined by Ariel Fu, Partnerships Lead at Neo Ventures and a global digital nomad who’s redefining what financial success looks like on the move. Ariel shares her bold journey from Canada’s traditional finance world to a fully remote lifestyle rooted in purpose, mobility, and investing with intention.We explore:How the pandemic sparked her leap into digital nomadism and financial independenceThe benefits of geo-arbitrage and tax optimization for remote professionalsWhy financial stability—not just flexibility—is the real foundation of location freedomHer long-term, passive investing philosophy and how it supports global livingInvestment insights from her role at Neo Ventures, including emerging opportunities in deep tech, biotech, and space“Digital nomadism isn’t just about freedom—it’s about designing a lifestyle that aligns with your values and financial goals.”Ariel also speaks candidly about the emotional and social realities of nomad life, including the importance of building intentional communities. Her story is packed with practical tips for anyone curious about remote work, lifestyle design, or investing beyond borders.bout Ariel Fu: Ariel Fu is the Partnerships Lead at Neo Ventures, a venture capital firm focused on deep tech innovation. Formerly in the Canadian financial sector, Ariel now lives as a digital nomad, blending her passion for travel with strategic investing and remote business development. Her experience spans corporate finance, international living, and long-term portfolio management—all anchored in a values-aligned, global approach to wealth building.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Tejal Shah, VP of Investment Banking at US Capital, whose career journey spans mechanical engineering, wealth management, entrepreneurship, and investment banking. Tejal brings a rare, multidimensional lens to capital strategy—highlighting how founders and investors can leverage diverse funding mechanisms beyond traditional equity-based approaches.We explore:Why non-dilutive capital (like grants, credit, and debt) is a powerful tool for foundersHow Tejal’s background as a founder informs her investment decision-makingThe psychology behind capital allocation and the role of automation in mitigating emotional biasStrategic relationship-building as the cornerstone of scalable successHow to differentiate between a single product feature and a high-growth business opportunity“Capital is more than just money—it’s the energy you’re bringing into your business. Be intentional about the trade-offs.”Tejal’s candid perspective is a must-listen for founders looking to scale with strategic funding, and investors who want to evaluate businesses through a holistic, founder-first lens. Her practical take on wealth building integrates financial acumen with emotional intelligence and personal growth—making this episode both insightful and empowering.About Tejal Shah: Tejal Shah is the VP of Investment Banking at US Capital and a former startup founder with a background in engineering and wealth management. Known for her relationship-first approach to dealmaking, Tejal specializes in guiding founders through non-dilutive capital strategies, helping them preserve equity while accessing smart capital for growth. Her experience across sectors allows her to see the bigger picture and support businesses at every stage of the journey.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with JB Butler, Founder of Just Be Unlimited and Head of Growth Strategy at Consumer 51, for a powerful conversation on redefining success through empathy-driven growth. JB’s philosophy centers around leading with humanity—whether in business, investing, or community development—and his stories challenge the idea that financial growth and emotional intelligence are mutually exclusive.We explore:What it means to lead with empathy in entrepreneurship and investmentA real-world case study on transforming police recruitment through community mirroringHow to diversify and adapt your investment strategy during market disruptionThe intersection of personal values, family priorities, and long-term wealth buildingWhy passion and self-investment are often the most underutilized success tools“Empathy isn’t just soft—it’s smart. It’s how we build businesses and portfolios that truly matter.”JB’s approach to business and investing is a refreshing take for entrepreneurs, impact investors, and changemakers who want to align growth with values. His insights are especially relevant in a post-COVID world where adaptability, innovation, and emotional intelligence are essential for navigating change.About JB Butler: JB Butler is a growth strategist, creative entrepreneur, and founder of Just Be Unlimited. As the head of growth strategy at Consumer 51, he helps organizations scale with intention—merging marketing, purpose, and empathy to create lasting value. JB is known for championing people-first innovation and designing systems that empower communities, clients, and teams to thrive.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Christian Khoury, founder and CEO of Easy Audit—the world’s first AI-powered compliance platform transforming how investors and companies manage risk. With roots at Deloitte and a passion for innovation, Christian unpacks the urgent need for smarter, automated compliance systems in today’s fast-moving financial landscape.But this conversation goes far beyond tech. Christian dives into the emotional and psychological side of entrepreneurship, sharing how storytelling frameworks like the Hero’s Journey can help founders pitch more effectively, build trust, and find clarity in their personal path. His perspective bridges high-stakes finance with human insight, making this episode both practical and deeply motivating.Listen in to explore:How AI is revolutionizing compliance and reshaping investor due diligenceWhy storytelling matters in finance, leadership, and lifeThe concept of “Mindshare Investing” and how attention drives capitalHow poker, emotional intelligence, and investing intersect under pressureChristian’s biggest lessons from startup life, and how to stay aligned as you scale“Great founders don’t just manage numbers—they manage attention, emotion, and narrative.”This episode is a must-listen for founders, investors, and forward-thinking professionals looking to merge tech, mindset, and meaningful strategy in the world of modern finance.About Christian Khoury: Christian Khoury is the founder and CEO of Easy Audit, an AI-driven compliance platform designed to bring speed, clarity, and trust to financial oversight. A former Deloitte consultant turned entrepreneur, Christian blends deep regulatory expertise with a creative storytelling edge—helping business leaders make smarter decisions and communicate with impact. His work explores the intersection of emotional intelligence, technology, and investor psychology.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we welcome Ariadne Prieto—Head of Strategy and Business Development at Green Day Finance and the voice behind the globally recognized sustainable finance blog, Flick Talks. Ariadne shares her unconventional path from mergers and acquisitions into the fast-evolving world of ESG (Environmental, Social, and Governance) investing, revealing how values-aligned capital allocation can offer both impact and strong returns.Ariadne explains how ESG frameworks are more than a trend—they’re a practical risk management tool in today’s volatile markets. She highlights how commercial solar tax strategies and diversified sustainable investments are being used by savvy investors to reduce risk and optimize tax efficiency, all while supporting a greener future.Tune in to learn:Why ESG investing is gaining traction as a financial advantage, not just a moral choiceHow solar tax incentives can transform an investor’s tax burden and portfolioCommon ESG myths that limit investor engagement—and the truth behind themThe rapid growth of climate tech, sustainable architecture, and impact-driven financeHow high-net-worth individuals are rethinking risk through a sustainability lens“ESG investing is no longer niche—it’s becoming a core part of long-term financial planning.”Whether you're an investor, advisor, or simply curious about how to align purpose with profit, Ariadne offers an insightful and practical take on how sustainable investing is reshaping wealth strategy for the next generation.About Ariadne Prieto: Ariadne Prieto is a strategic leader in ESG investing and climate-aligned tax strategies. She currently serves as Head of Strategy and Business Development at Green Day Finance and is the creator of Flick Talks, a globally followed blog focused on sustainable finance, climate tech, and conscious capital. Her background in mergers & acquisitions and her commitment to real-world education make her a sought-after voice for those navigating the intersection of profit and purpose.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Gavin Nathan—digital economy strategist and tokenization expert—to explore how blockchain is fundamentally changing the way we invest. Gavin demystifies tokenization, explaining how real-world assets can now be converted into digital tokens, offering fractional ownership, enhanced liquidity, and greater access to traditionally illiquid markets.He walks listeners through the mechanics of tokenization and why it's such a powerful evolution in modern finance—especially for investors eager to participate in asset classes like commercial real estate, collectibles, or private equity without needing millions in capital.Tune in to discover:What tokenization really means—and how it works in practiceWhy it opens up previously exclusive investment opportunitiesHow it improves transparency, liquidity, and trust in financial marketsRisks and regulatory challenges to be aware ofHow to stay ahead of the curve in a rapidly shifting digital economy“Tokenization is doing for investing what the internet did for information—making it accessible to everyone.”Whether you're a seasoned investor, fintech founder, or curious learner, Gavin’s perspective offers essential insight into the future of asset ownership and portfolio diversification.About Gavin Nathan: Gavin Nathan is a fintech strategist and investor with deep experience in the digital economy. He’s spent the last several years at the forefront of tokenization, helping firms and individuals understand how blockchain technology can unlock new levels of financial inclusion and investment efficiency. Gavin’s expertise spans decentralized finance, real-world asset tokenization, and digital infrastructure design for the future of capital markets.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we speak with Mohit Avadhanula—a rising fintech innovator, programmer, and former Sidepocket intern—about how technology is reshaping the future of investing. Mohit shares his early journey into financial markets, beginning with his first brokerage account in college and evolving into the development of an automated options trading bot driven by technical indicators like moving averages and RSI.His story offers a compelling look at how combining programming skills with financial strategy can empower individuals to manage risk, reduce emotional bias, and automate success.Tune in to hear:How Mohit built a rule-based bot for options tradingWhat he learned at Sidepocket about tactical asset allocation and managing drawdownsWhy automation is key to reducing emotional investing decisionsHow technology is enabling new investors to access sophisticated tools previously reserved for professionalsWhat’s next in fintech for curious minds looking to build, trade, and grow“Finance isn’t just about money anymore—it’s about code, strategy, and staying curious.”Whether you’re a student, developer, or investor curious about the intersection of tech and finance, Mohit’s journey offers powerful takeaways for mastering modern investing.About Mohit Avadhanula: Mohit Avadhanula is a programmer, fintech enthusiast, and former intern at Sidepocket. While still in college, Mohit combined his love for finance and technology to build an automated trading bot, leveraging technical indicators to optimize options strategies. His time at Sidepocket deepened his understanding of tactical asset allocation and sparked his mission to democratize sophisticated investing tools through automation and smart software.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Dhruv Vig, CEO of Langar Holdings, to explore how his firm is redefining the way investors approach Exchange-Traded Funds (ETFs). With a background spanning health tech, venture capital, and finance, Dhruv brings a multidisciplinary perspective to solving a critical issue in today’s ETF landscape: misclassification.Many investors assume their ETFs offer focused exposure—only to discover hidden holdings that don’t align with their sector strategy. Dhruv explains:Why most ETFs don’t do what they claim—and how this erodes portfolio performanceWhat “pure-play” ETFs are and how they’re changing the game for targeted investingHow active ETF management can offer greater control, precision, and adaptabilityThe growing role of AI and analytics in creating smarter, more transparent investment productsWhy investor values and financial goals must work in sync“Your portfolio should reflect what you believe in—and what you’re aiming for. Clarity matters.”Whether you’re seeking focused sector exposure or exploring the next evolution in ETF strategy, Dhruv’s insights offer a blueprint for smarter investing in a market that’s only getting more complex.About Dhruv Vig: Dhruv Vig is the CEO of Langar Holdings, an ETF firm committed to bringing clarity and precision to thematic investing. With a background in health tech and early-stage investing, Dhruv now leads innovation in ETF design—building products that eliminate misclassification and align closely with investor intentions. His mission: to help investors take more control of their strategies in an era of growing complexity, rapid innovation, and evolving personal values.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Bethany Jeanfreau—fractional Chief Marketing Officer and founder of Red Rhino Exec—to explore her unconventional path to building wealth while living and working abroad.From China to Portugal, Bethany has crafted a lifestyle that blends business savvy with personal freedom. Her investment approach is equally unorthodox: instead of spreading capital across passive assets, she doubles down on companies where she has a direct impact. Her story reveals how strategic, hands-on investing can be a powerful engine for financial independence.Listen in as Bethany shares:Why she prioritizes influence over diversification in her portfolioHer lessons from working in family manufacturing and global consultancyThe mindset shifts required to invest as a digital nomad and expatHow emerging tech, including AI, is reshaping the modern investment landscapeHer mission to support other women through leadership mentorship“Freedom isn’t a location—it’s how you design your investments, time, and energy.”Whether you’re a founder, freelancer, or future expat, this episode is packed with insights on building a purpose-driven, financially empowered life across borders.About Bethany Jeanfreau: Bethany Jeanfreau is the founder of Red Rhino Exec and a fractional CMO for fast-growing companies. With experience spanning global consulting, family manufacturing, and executive leadership, she brings a strategic edge to every investment. A committed digital nomad and advocate for women in leadership, Bethany actively mentors the next generation of entrepreneurs through organizations like the Girl Scouts’ leadership initiative. She now splits her time between Europe and the U.S., living proof that wealth-building and world-travel can go hand-in-hand.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we explore the often-overlooked link between inner clarity and financial success with Jason Connell—former CEO, world-traveling speaker, and now a psychotherapist for high-achieving professionals.Jason’s journey defies convention: from magician and leadership consultant to walking away from outward success in search of deeper meaning. Today, he helps high-net-worth individuals rewire their relationship to achievement and align their lives with purpose.Tune in to hear Jason discuss:Why true wealth begins with the mind—not your bank accountThe career path that took him from center stage to the therapist’s chairHow psychological blocks quietly sabotage smart financial decisionsThe role of emotional mastery in navigating leadership, money, and personal relationshipsWhy high performers benefit from therapy rooted in somatic and relational psychology“Success without inner clarity is just a louder version of confusion.”This episode is a must-listen for anyone seeking more than just external wins—it’s for those ready to align financial strategy with emotional intelligence, purpose, and peace of mind.About Jason Connell: Jason Connell is a former CEO and sought-after speaker turned psychotherapist for leaders and high-net-worth individuals. Drawing from his unique background in stage performance, leadership consulting, and advanced studies in psychology, Jason supports clients in mastering the inner world so they can thrive in the outer one. His private practice blends somatic insight with emotional resilience to help achievers unlock true freedom—internally and financially.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we explore the extraordinary rise of the commercial space economy with Wanjiku Chebet Kanjumba—scientist astronaut candidate and founder of Omega Spaceport, the world’s first commercially operating equatorial spaceport.Wanjiku brings a bold and visionary perspective: investing in space today could mirror the opportunity of investing in the internet in the 1990s. With deep experience in aerospace and a global mission to make space more accessible, she walks us through the fast-evolving frontier of space investing—and why now is the time to pay attention.You’ll discover:What’s driving the commercial space boom: satellite deployment, tourism, and in-space manufacturingHow falling launch costs are creating a tipping point for biotech, AI, and aerospace convergenceWhy public-private partnerships and space-focused ETFs are opening the door for everyday investorsHow Omega Spaceport is pioneering affordable access to low-Earth orbit from the equatorWhy early-stage space investing is more than financial—it’s legacy building for humanity“This isn’t just about space. It’s about the infrastructure of tomorrow’s economy—one that orbits the Earth.”Whether you're a futurist, investor, or entrepreneur, this episode offers a powerful look at how investing in space can unlock economic opportunity, global connectivity, and transformational impact.About Wanjiku Chebet Kanjumba: Wanjiku Chebet Kanjumba is the founder of Omega Spaceport and a graduate of the scientist astronaut candidate program. A global voice in space accessibility and aerospace innovation, she is leading efforts to make space a viable economic and infrastructural opportunity for both emerging nations and forward-thinking investors. Her mission is simple: make the final frontier a force for progress.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Jorge Nader—software engineer, entrepreneur, and founder of Cognito Labs—to explore how creative thinking, technical innovation, and resilience can unlock new doors in both investing and entrepreneurship.An immigrant from Mexico, Jorge’s path to financial independence is a remarkable story of grit and ingenuity. From building gadgets as a child to earning a degree in electrical and computer engineering from Oregon State University, Jorge has always lived at the intersection of curiosity and capability. Along the way, he contributed to cutting-edge research in AI and flexible electronics before shifting his focus toward the markets.Faced with the financial pressure of student loans, Jorge took control by building his own trading bots and sentiment analysis systems. His journey—from early trial-and-error to data-driven investing success—offers a compelling look at how automation, discipline, and persistence can reshape your financial trajectory.You’ll learn:How Jorge built algorithmic trading tools using AI and market sentimentWhat early investing mistakes taught him about emotional discipline and riskWhy automation and creative thinking are vital in today’s fast-moving financial landscapeHow his company, Cognito Labs, is powering innovation across industries from robotics to diagnosticsWhy blending logic with intuition can be your greatest investing edge“Tech isn’t just a tool—it’s a bridge to freedom. You just have to build it.”Whether you're a tech-savvy investor, startup founder, or someone looking to create wealth on your own terms, this conversation offers powerful insights into leveraging technology, adapting through challenges, and investing with purpose.About Jorge Nader: Jorge Nader is the founder and CEO of Cognito Labs, LLC, a venture platform supporting breakthrough innovation in science and engineering. A former AI researcher and flexible electronics pioneer, Jorge now applies his deep technical background to investing, trading, and empowering others to achieve financial and creative independence through automation, strategy, and bold vision.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with John De Goey, portfolio manager at Design Wealth Management and author of Bullshift, to unpack how investors can navigate today’s financial turbulence through evidence-based decision-making and strategic diversification.John shares his post-2008 pivot to discretionary portfolio management and explains why removing emotion from financial planning is critical in an era defined by market overvaluation and hype. He dives deep into the psychology of investing—particularly the dangers of optimism bias and overconfidence—and how these tendencies lead investors astray. Drawing insights from his three books, John advocates for a client-first model rooted in rational analysis and long-term sustainability.You’ll learn:Why advisors need discretion to act objectively and decisivelyHow alternative investments like music royalties and private equity real estate can create stabilityThe importance of aligning portfolio strategy with personal liquidity needs and time horizonsHow to avoid falling into the trap of hot trends, including today’s AI investment boomWhy cost-effectiveness and risk-adjusted returns should guide your portfolio construction“If we want better outcomes, we have to change the way we think—about risk, cost, and the stories we tell ourselves about money.”Whether you’re a cautious investor, financial professional, or simply tired of the rollercoaster of public markets, John’s grounded, data-informed approach offers a refreshing lens on building a portfolio that can weather any storm.👤 About John De Goey: John De Goey is a portfolio manager at Design Wealth Management, renowned author of Bullshift, and a vocal advocate for evidence-based investing. With over two decades of experience, he is committed to helping clients achieve long-term financial goals through objective strategy, rational decision-making, and broad diversification—including non-traditional asset classes.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we welcome Dr. Aaron Cook, an orthopedic surgeon whose passion for numbers and economics led him from the operating room to building a thriving investment portfolio. With a deep curiosity for financial systems and a disciplined mindset shaped by years in medicine, Dr. Cook shares how he taught himself to navigate markets, diversify his assets, and develop a purpose-driven approach to wealth building.We explore how Dr. Cook began investing in real estate and stocks early in his career, and how living below his means created the foundation for long-term financial freedom. He emphasizes the importance of understanding personal risk tolerance, making data-informed decisions, and developing a strategy that works in both stable and volatile markets.You’ll learn:Why curiosity and discipline are more valuable than formal financial trainingHow Dr. Cook approaches asset allocation and strategic diversificationThe mindset shift from saving to scaling wealth through calculated investingHow to manage volatility by staying within your personal financial comfort zoneWhy he believes impact investing is just as important as ROI“Investing isn’t just about growing your money—it’s about aligning your values with your financial decisions.”Dr. Cook’s story is especially powerful for professionals looking to take ownership of their finances without giving up their primary careers. Whether you're a physician, business owner, or executive, this episode offers timeless lessons in financial independence, legacy-building, and investing with purpose.About Dr. Aaron Cook: Dr. Aaron Cook is a board-certified orthopedic surgeon, real estate investor, angel investor, and philanthropist. Passionate about financial literacy and impact-driven investing, he applies analytical rigor from his medical training to help build resilient, values-aligned portfolios. His work supports not only long-term wealth creation, but also education and community development through strategic charitable giving.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Ken Hubbard, Partner at Salvare Fund, to unpack how he's transforming the world of merchant cash advance (MCA) investing. With a background as a serial entrepreneur and a sharp eye for alternative lending, Ken shares how he’s reshaping MCA structures to create more stable returns for investors—while empowering small businesses with smarter access to capital.Ken reveals how MCA investing, when done with discipline and innovation, can serve as a bridge for business owners during critical cash flow moments. But he also offers an important caveat: MCAs are a last-resort funding tool, not a first-choice strategy. For investors, his approach emphasizes due diligence, risk mitigation, and consistent returns through carefully structured deals.In this episode, you’ll learn:How Ken went from building businesses to building better financing toolsWhat makes MCA investing attractive—and how it can go wrong without the right guardrailsHow Salvare Fund structures MCAs to align investor interests with borrower successWhy capital access and investor protection don’t have to be at oddsStrategic insights for entrepreneurs planning to raise or exit“There’s nothing passive about smart investing—especially when it comes to alternative finance. But done right, it works.”This episode is packed with practical advice for entrepreneurs exploring funding options and investors seeking yield beyond traditional fixed income. Whether you’re raising capital or allocating it, Ken’s perspective can help you avoid common pitfalls and pursue smarter financial outcomes.About Ken Hubbard: Ken Hubbard is a Partner at Salvare Fund, an innovative investment firm focused on merchant cash advance syndication. With a background in entrepreneurship and business building, Ken applies founder empathy and financial acumen to structure funding solutions that benefit both borrowers and investors. His work aims to modernize MCA investing through transparency, consistency, and strategic risk management.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Adam Koós, President and Portfolio Manager at Libertas Wealth Management Group. With more than two decades of experience and a background as a Certified Market Technician (CMT), Adam brings a strategic and data-driven lens to investing that helps clients avoid costly financial pitfalls.Originally on the path to becoming a trauma surgeon, Adam shares how a deep desire to help people—combined with a disillusionment with traditional financial advice—led him to launch his own firm. Through a mix of tactical asset rotation, trend-following, and relative strength analysis, Adam has built a reputation for designing portfolios that adapt to changing markets while protecting wealth through both upturns and downturns.In this episode, you’ll learn:Why Adam transitioned from medicine to finance—and how that shaped his client-first philosophyThe difference between tactical and strategic investing (and why both matter)How investors can use data-driven models to rotate out of risk and into strengthHis approach to safeguarding wealth for business owners post-exitHow emotion-free, rules-based investing can outperform conventional wisdom“You don’t need to be the fastest runner in the woods. You just can’t be the slowest one when the bear shows up.”This is a must-listen for investors seeking smarter, more resilient approaches to wealth building. Whether you're a high-net-worth entrepreneur or simply looking to future-proof your financial strategy, Adam's methodology offers a playbook for navigating volatility with confidence.About Adam Koós: Adam Koós is the President and Portfolio Manager at Libertas Wealth Management Group, a Columbus-based investment advisory firm. With over 20 years of experience and a CMT designation, Adam specializes in technical and tactical investing, helping clients preserve and grow wealth through all market cycles. Known for his outspoken stance against traditional financial dogma, Adam educates investors to make smarter decisions through discipline, data, and deep strategy.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we welcome Katie Welch—a multifaceted performer, entrepreneur, and new mom—as she shares her inspiring evolution from artist to financially empowered creator.Katie opens up about her career journey, starting in a girl group and eventually navigating a multifaceted creative life in Los Angeles. She reflects on the instability of the entertainment industry and how evolving technology and social platforms have shifted the dynamics of creative entrepreneurship. These changes, she explains, present both challenges and new opportunities for building sustainable income and generational wealth.The conversation explores:Katie’s path from gig-based income to intentional financial planningHow becoming a mother reshaped her relationship with money and securityThe role of financial education in achieving long-term creative freedomWhy she uses Sidepocket to build and diversify her portfolioHer message to fellow creators on letting money work for you“I used to think making more money was the answer. Now I know that making money work is where true power begins.”This episode is essential listening for creatives, entrepreneurs, and new parents navigating financial uncertainty while striving to build a more secure and abundant future. Katie’s story is a powerful reminder that with the right tools and mindset, anyone can grow wealth—on their own terms.About Katie Welch: Katie Welch is a Los Angeles-based performing artist, entrepreneur, and mother. Known for her vocal talent and vibrant personality, she’s appeared on numerous stages and screens, including as a guest on The Kardashians. As a vocal advocate for financial literacy, Katie partners with platforms like Sidepocket to empower creators and entertainers to build sustainable, diversified wealth beyond their careers in the spotlight.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Jamila Abston Mayfield—accredited investor, former SEC regulator, and founder of The Jamila Mayfield Group—to explore how she’s championing financial inclusion through strategic investing.Jamila’s story is as unique as it is inspiring. From pursuing Broadway dreams to becoming a trusted advisor in regulatory compliance and financial services, her journey reflects grit, vision, and intentional wealth-building. She shares:The career pivot that led her from musical theater to Ernst & Young and the SECHow she evaluates VC opportunities through alumni networks and impact lensesHer approach to residential and commercial real estate investingThe case for local business investments as community wealth-building vehiclesKey insights on regulatory shifts, SEC compliance, and AI’s role in finance“You don’t need to write million-dollar checks to be a meaningful investor. What you do need is clarity, access, and strategy.”This episode is a must-listen for entrepreneurs, early-stage investors, and anyone curious about diversifying their investment portfolio while staying grounded in values. Jamila’s multifaceted lens—spanning compliance, venture capital, and real estate—offers an empowering blueprint for building wealth with purpose.About Jamila Abston Mayfield: Jamila Abston Mayfield is the founder and CEO of The Jamila Mayfield Group, a boutique consulting firm focused on compliance, risk, and strategy for financial services. A former SEC regulator and Ernst & Young partner, Jamila brings over 20 years of experience advising top firms in the finance world. She is also an active angel and venture investor, passionate about financial inclusion, real estate, and helping others build generational wealth through informed, values-aligned decisions.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Mark Willis, Certified Financial Planner™ and owner of Lake Growth Financial Services, to explore a radically different path to building wealth—by transforming debt into financial freedom.Mark shares his personal story of paying off six figures in student loans and how that challenge led him to question conventional financial advice. Now a nationally recognized expert on alternative wealth strategies, Mark walks us through:Why 401(k)s, IRAs, and deferred taxes may not serve entrepreneurs as well as promisedHow management fees and market volatility quietly erode long-term gainsThe mechanics behind the “Bank on Yourself” strategy using dividend-paying whole life insuranceHow to access capital for your business while building predictable wealthReal client stories that prove safe, liquid, and tax-efficient strategies can outperform the norm“Don’t just park your money and hope—make it move, and make it work for you.”Whether you’re an entrepreneur looking to escape debt, invest in your business, or avoid the traps of traditional retirement plans, this episode is a must-listen for rethinking how to grow and protect your wealth.About Mark Willis, CFP®: Mark Willis is a Certified Financial Planner™, bestselling author, and the founder of Lake Growth Financial Services, a financial firm helping thousands of clients nationwide rethink their relationship with money. He specializes in alternative wealth-building strategies that prioritize liquidity, stability, and control. As co-host of the Not Your Average Financial Podcast™, Mark has become a go-to resource for entrepreneurs seeking smarter ways to manage debt and achieve long-term financial success.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Shridhar Swaminathan, Co-Founder and CTO of Sidepocket, to explore how automation, quantitative investing, and behavioral risk management are reshaping the future of wealth management.With 20+ years of experience spanning data science, technology startups, and financial strategy, Shridhar shares:His transition from tech consulting to quant investing and fintech innovationWhy Sidepocket was built to solve the “drawdown problem” for everyday investorsHow automation eliminates emotional decision-making and supports portfolio resilienceTactical advice for entrepreneurs selling their businesses and reallocating capitalWhy systematic investing, diversification, and risk modeling matter more than ever“Don’t be emotionally attached to your money—be strategic. Let the system do the heavy lifting.”Whether you're building a business or exiting one, this episode offers powerful insights into preserving and growing wealth without needing to be hands-on with the market. Learn how Sidepocket’s data-driven platform empowers investors to make smarter, more stable decisions for the long haul. About Shridhar Swaminathan: Shridhar Swaminathan is the Co-Founder and CTO of Sidepocket, a fintech platform pioneering accessible quant investing. He brings over two decades of experience at the intersection of startup technology, data science, and portfolio risk management. Shridhar’s approach blends rigorous modeling with a human understanding of how entrepreneurs and investors behave under pressure—leading to tools that help users stay the course and build long-term financial security.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Anmol Singh—veteran trader, investor, and founder of LiveTraders—to explore how mastering the psychology behind trading can lead to long-term investing success.With 14+ years of experience and over 10,000 students coached, Anmol shares:How he began trading at 18 and built a successful career through discipline and mindsetWhy coaching and mentorship are essential for new tradersThe importance of risk management in both short-term trading and long-term investingHis “two-bucket” strategy for balancing income generation and wealth buildingWhy trading psychology matters just as much as technical analysisHow tools like Sidepocket support disciplined, diversified investing across asset classes“If you don’t have a risk management plan, you don’t have a trading plan.”This episode is a must-listen for aspiring traders, active investors, and anyone looking to elevate their financial strategy through proven techniques and psychological resilience.About Anmol Singh: Anmol Singh is a professional stock trader, investor, and the founder of LiveTraders. Since launching his trading career in college, he has trained thousands of students and built a reputation for coaching high-performance traders across asset classes. He is also an angel investor, real estate investor, and a vocal advocate for tools that bring structure and discipline to personal finance. Anmol's work focuses on helping others master the mindset needed to achieve financial success in dynamic markets.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Evan Shubin, a 6x founder, 3x exited entrepreneur, and angel investor in over 25 startups. Now leading Candlelight Partners, LLC, Evan offers a rare window into what it takes to build, scale, and exit successful ventures—and how he now invests full-time across multiple asset classes.With 25+ years of experience, Evan shares:How he bootstrapped Exhibitor Invites into a million-dollar trade show marketing firmWhy he now works as a fractional C-suite leader in exchange for equityHis investing playbook across startups, real estate, and public marketsKey lessons from three exits—and what founders often overlookWhy understanding customer pain points is the most underutilized growth strategy“If you're building something great, the market will tell you—if you're listening.”This episode is packed with firsthand insights for founders preparing to scale, exit, or start investing themselves. A must-listen for anyone balancing entrepreneurship and long-term wealth creation.About Evan Shubin: Evan Shubin is a veteran entrepreneur, investor, and strategic advisor with over 25 years of experience building, scaling, and exiting companies. As President of Candlelight Partners, LLC, he now serves as a fractional C-suite executive for startups, taking equity in exchange for his leadership.A 6x founder with 3 exits under his belt, Evan has invested in over 25 startups while maintaining a diversified portfolio that includes real estate and public equities. His expertise spans marketing, operations, and go-to-market strategy, making him a sought-after partner for early-stage companies navigating growth or preparing for acquisition.Evan’s career reflects a deep belief in listening to the customer, building around market pain points, and maintaining disciplined business fundamentals—even in fast-moving sectors.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with James Fellus, a veteran investor and owner of one of the largest private Merchant Cash Advance (MCA) funding firms in the U.S., facilitating over $1 billion in deals each year.With more than 30 years of experience in financial markets, James shares a behind-the-scenes look at how high-yield fixed-income opportunities can be found through MCA syndication and alternative lending. He unpacks:The mechanics of MCA investing—and how it differs from traditional lendingWhy MCA syndication can generate double-digit returnsHow his firm evaluates a business’s cash flow and credit profile in real timeRisk management principles that have helped his firm grow in volatile marketsWhy diversified portfolios that include real estate, equities, and private credit are essential for long-term wealth“If you're looking for real returns, you've got to be willing to look beyond Wall Street.”This episode is a must-listen for investors exploring passive income strategies, and for entrepreneurs considering non-traditional funding to support growth.About James Fellus: James Fellus is the founder of one of the largest private funders of Merchant Cash Advances in the U.S., with over $1 billion in annual funding volume. With three decades of experience across asset classes—including equities, real estate, and alternative lending—James brings deep expertise in both investor strategy and small business capital deployment.Known for his rigorous underwriting, operational acumen, and ability to scale high-yield investment vehicles, James is a sought-after voice in the alternative finance ecosystem. He’s passionate about helping business owners access working capital fast—and enabling investors to share in the upside of this growing asset class.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Zecca Lehn, General Partner at Responsibly Ventures, a California-based VC firm investing in U.S. PreSeed startups that align with the UN Sustainable Development Goals.With a background as an Environmental Economist, Data Scientist, and Nonprofit Board Member, Zecca brings a rare blend of analytical rigor and human-centered investing to the venture world. He shares:His journey from living off-grid on a remote island to launching a mission-driven fundWhat it means to invest at the intersection of purpose and profitHow Responsibly Ventures selects startups tackling climate, equity, and global wellbeingWhy he believes early-stage investing is a lever for long-term systems change“If we’re funding the future, we better be funding one that works—for people and the planet.”This episode is a compelling listen for anyone passionate about aligning capital with conscience and investing in a better tomorrow.About Zecca Lehn:Zecca Lehn is the General Partner of Responsibly Ventures, a PreSeed VC firm backing mission-driven U.S. startups across social impact and sustainable technology sectors. With over 15 years of experience spanning environmental economics, data science, and entrepreneurship, Zecca brings deep insight into what it takes to build ventures that are both scalable and regenerative.His upbringing in an off-grid, Japanese-style home in the Pacific Northwest—and later travels through Scandinavia—shaped a lifelong commitment to equity, ecology, and innovation. Through Responsibly Ventures, Zecca continues to champion founders building a more inclusive and sustainable future.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Justin Dixon, founder of Hire Tomorrow, who shares his journey of leaving the corporate W2 world to launch a recruiting firm and build a diversified investment portfolio—all during the height of the COVID-19 pandemic.Justin shares:How he prepared financially to make the leap into entrepreneurshipThe importance of spending discipline and savings before leaving a stable jobHis strategy for strategic networking, including landing consistent business from a private equity firmInsights on building wealth through multifamily real estate and angel investingHow to approach risk with clarity and confidence, especially during uncertain times“Before I made the leap, I got really intentional about money. That gave me the freedom to take the risk.”This episode is a must-listen for anyone considering a transition from employee to founder—or anyone looking to build financial independence through smart, intentional investing.About Justin Dixon:Justin Dixon is the founder of Hire Tomorrow, a boutique recruiting firm that connects top talent with high-growth companies. After spending years as a recruiter in the W2 world, Justin made the leap into entrepreneurship during the COVID-19 pandemic—relying on strong financial preparation and sharp business instincts to build a thriving firm.Justin is also an active investor, with holdings in multifamily real estate, angel deals, and alternative assets. He’s passionate about helping others navigate the journey from financial security to entrepreneurial freedom, and believes deeply in strategic risk-taking, disciplined saving, and networking with purpose.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Todd Sullivan, serial entrepreneur and CEO of ExitWise, to explore the art and science of successful business exits. With four successful exits under his belt, Todd shares what most founders overlook—and what makes the difference between a mediocre and a life-changing M&A deal.Todd reveals:Why professional representation is non-negotiable in maximizing valuationHow to prepare your financials and story to stand up to intense buyer scrutinyWhy knowing your “number” (your ideal exit goal) is critical—and how to align it with post-tax, post-sale lifeThe common pitfalls founders make when entering M&A too casuallyHis personal playbook for creating wealth and meaning after the exit“Selling your business is not the finish line—it’s the starting point for the next chapter of your life.”If you're scaling a company, thinking about selling, or planning for long-term wealth after an exit, this episode delivers essential guidance and hard-won insight from one of the top experts in the game.About Todd Sullivan:Todd Sullivan is the founder and CEO of ExitWise, a tech-enabled platform that helps entrepreneurs navigate business exits with expert M&A representation. With experience building and selling four companies, Todd understands the emotional, strategic, and financial complexities of letting go—and doing it well.He created ExitWise to ensure founders no longer enter M&A processes blind. His team assembles custom-fit advisory groups of seasoned M&A professionals to help entrepreneurs get the right deal, with the right partners, at the right time. Todd’s work is trusted by startup founders, private equity firms, and business owners nationwide who are preparing for high-stakes liquidity events.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we’re joined by AJ Bubb, fractional product and innovation leader, former CTO of Lion Rocket Entertainment, and experienced real estate investor—to explore what it takes to invest and build with confidence during challenging market conditions.AJ shares:How he live-streamed a 25,000-person NASA event from a remote airfield—and what it taught him about innovation under pressureHis transition from tech to active real estate investing, and why he prefers profitable assets over fixer-uppersAdvice for entrepreneurs managing post-exit wealth, including developing a personal investment philosophyThe importance of having a trusted, local network when investing in out-of-state marketsWhy rapid but calculated decisions—and clarity on risk tolerance—are crucial for wealth preservation and growth“Have a playbook, know your edges, and don’t chase deals that don’t match your risk profile.”This episode is a must-listen for business owners, founders, and investors who want to level up their thinking around wealth, risk, and execution—especially in volatile times.About AJ Bubb:AJ Bubb is a fractional product and innovation leader with a rare blend of experience across technology, entertainment, and real estate investing. Formerly the CTO of Lion Rocket Entertainment, AJ led large-scale, cutting-edge projects—including coordinating with NASA JPL to broadcast live from remote field locations.Now, AJ helps entrepreneurs and operators scale their impact and strategically invest across asset classes. He specializes in identifying pragmatic, cash-flowing real estate opportunities and provides a grounded perspective on managing wealth in uncertain environments. AJ is known for bridging bold vision with disciplined action—making him a sought-after advisor for those navigating transitions, exits, and long-term wealth planning.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Nathan Creswell—Head of Product, angel investor, and syndicate lead at Swell Ventures—to explore how deep product expertise can drive smarter, more strategic early-stage investments.Nathan shares:His journey from early product roles at Bay Area startups to leadership at Salesforce and ZuoraHow product thinking informs his angel investment thesis—especially in B2B SaaSInsights on vetting early-stage companies through team, timing, and technical readinessHis take on AI, Web3, and the technologies poised to reshape modern businessHow he balances full-time leadership with investing—and why network quality matters more than deal quantity“Great investors think like great product managers—they ask the right questions before building anything.”Whether you’re building a startup, investing in one, or scaling both career and capital, Nathan’s perspective will help you think more clearly, move more strategically, and stay ahead of the curve.About Nathan Creswell:Nathan Creswell is a product executive, angel investor, and syndicate lead at Swell Ventures, where he focuses on early-stage B2B SaaS opportunities and emerging technologies. With a strong foundation in product management, Nathan built his career in tech with roles at Salesforce, Zuora, and multiple startups in the San Francisco Bay Area.As an investor, Nathan combines strategic product thinking with market analysis to back founder-led, high-potential companies—especially in sectors being reshaped by AI, Web3, and enterprise innovation. He’s passionate about helping teams grow thoughtfully, and about empowering investors to align their expertise with their capital.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we speak with Israel Suero, a seasoned investor and Limited Partner at Dash VC, whose journey spans Wall Street, tech leadership at Uber Eats and DoorDash, and bold investments across real estate, crypto, angel deals, and venture capital.Israel shares:His evolution from stock trading with family to strategic VC and angel investmentsHow he leveraged career transitions—from Wall Street to scaling in tech—to sharpen his investing edgeThe power of making asymmetric bets: high-upside, calculated-risk decisions that changed his lifeHis approach to building a diversified portfolio that balances bold moves with long-term stabilityReflections on legacy, family, and how to win without losing your why“It’s not just about betting big—it’s about being bold with purpose, and making your family proud in the process.”Whether you’re navigating your first angel deal or optimizing a multi-asset strategy, Israel’s story offers hard-earned insight, tactical wisdom, and deep personal clarity.About Israel Suero:Israel Suero is a dynamic investor, operator, and LP at Dash VC, with hands-on experience across venture capital, crypto, real estate, and public markets. His professional path spans from Wall Street finance to impactful roles at Uber Eats and DoorDash, where he honed his strategic lens on high-growth tech.Known for his conviction-driven investing style and dedication to financial education and legacy building, Israel is passionate about empowering others to bet smart—while staying grounded in their values. His current focus includes supporting transformative tech, especially in AI, while maintaining a balanced approach to risk, reward, and meaning.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Ronald Flores, CEO of Curious Finance, to explore how personalized, team-based financial strategies are reshaping wealth management—especially for business owners and high-achievers navigating today’s fast-changing economy.Ronald shares:Why goal-based planning outperforms one-size-fits-all financial adviceHow business owners can build wealth management teams to handle taxes, insurance, investments, and riskThe growing importance of alternative investments and diversificationHis thoughts on how technology empowers clients while keeping advisors relevantWhy holistic planning is the future of financial freedom and confidence“In modern finance, the smartest thing you can do is build a team—not just chase returns.”This episode is a must-listen for entrepreneurs, executives, and anyone ready to move beyond reactive investing and into proactive financial leadership.About Ronald Flores:Ronald Flores is the Founder and CEO of Curious Finance, a modern financial advisory firm that specializes in comprehensive wealth planning for business owners and high-net-worth individuals. With a deep background in financial services, Ronald focuses on building integrated teams around clients—combining expertise in investments, insurance, tax strategy, and tech-enabled tools.A strong advocate for client empowerment, Ronald believes the future of finance lies in personalization, transparency, and systems that evolve with the complexity of people’s lives. He helps clients design not just portfolios—but financial ecosystems that reflect their goals, values, and legacy.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we explore the intersection of technology, strategy, and entrepreneurship with Guy Reams, investor, tech executive, and member of New Fund Venture Group.Guy shares:His journey from computer science professor to tech executive and founder of a non-profit chess clubLessons from transitioning between academia, corporate roles, and startup investingHis approach to identifying early-stage opportunities in B2B SaaS, with a focus on team dynamics and tractionA behind-the-scenes look at how he manages personal investing, balancing risk while planning generational wealthWhy his love of chess strategy mirrors his disciplined investment mindset“Investing, like chess, is about thinking a few moves ahead—and staying calm no matter what happens on the board.”If you're curious about early-stage investing, startup evaluation, or how personal values inform portfolio construction, this episode is packed with wisdom from a leader who blends logic, heart, and foresight.About Guy Reams:Guy Reams is a technology executive, angel investor, and partner at New Fund Venture Group, where he supports early-stage tech companies with a focus on B2B SaaS and scalable solutions. With a background that spans computer science education, corporate tech, and entrepreneurship, Guy brings a unique blend of analytical rigor and real-world insight to his investing.Outside of his professional pursuits, Guy is the founder of a non-profit chess club, reflecting his lifelong love for strategy, teaching, and community-building. He’s deeply committed to helping startups grow with integrity, and to building a financial future for his family rooted in long-term thinking and values-driven leadership.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we’re joined by Kris Mathis—entrepreneur, author, and creator of Let’s Help Her Win, a new reality series aimed at empowering women entrepreneurs through capital, mentorship, and visibility.Kris shares:His personal story of resilience, reinvention, and rising above setbacksWhat pushed him to leave a traditional path and step boldly into full-time entrepreneurshipWhy he believes in investing with both head and heart—especially when backing underrepresented foundersThe vision behind Let’s Help Her Win and how it’s creating transformative opportunities for women-led startupsHis philosophy on life, risk, and timing: “If you don’t move on life, life will move on you.”This episode is a deeply human, highly motivating conversation about turning purpose into power, and how investing in people and potential can lead to profound, lasting impact.About Kris Mathis:Kris Mathis is a renowned speaker, entrepreneur, and author known for inspiring others through his story of personal transformation and business leadership. After overcoming early failures and a serious health challenge, Kris emerged with a mission: to use his voice and vision to empower others to rise.As the creator of Let’s Help Her Win, Kris is building a platform that supports women entrepreneurs through capital, mentorship, and media exposure—helping founders who are often overlooked access the resources they need to succeed. His work blends business strategy with heart-centered leadership, making him a powerful force for equity, innovation, and impact in the entrepreneurial world.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Mike Clark, a financial advisor with a bold background in investment banking, capital raising, and alternative strategies. From selling medical devices to raising millions and guiding clients through self-directed IRAs, Mike brings a unique, tactical approach to building and protecting wealth.Mike shares:His non-traditional path into finance and why it gives him an edgeHow self-directed IRAs unlock new investment opportunities—beyond just stocks and bondsWhy the “wealthy investor” playbook should be more accessible to everyoneHow to build goal-oriented, diversified portfolios that reflect personal expertise and valuesHis thoughts on restoring trust in financial strategy through transparency and education“With the right strategy, you don’t have to be wealthy to invest like the wealthy.”Whether you’re looking to diversify your retirement funds, take control of your investment decisions, or simply learn from someone who’s made the leap from Wall Street to Main Street, this episode is packed with insights and empowerment.About Mike Clark:Mike Clark is a financial advisor with a distinctive background in investment banking and capital markets, where he helped raise millions for private deals and emerging opportunities. Today, Mike works directly with clients to develop custom financial plans, with a strong focus on leveraging self-directed IRAs, alternative investments, and long-term wealth strategies.He is passionate about making elite-level financial knowledge understandable and actionable for everyday investors—helping them break free from outdated models and move toward clarity, autonomy, and sustainable success.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we’re joined by Austin McCulloh, a former financial advisor turned tech entrepreneur, to explore how innovation is reshaping both the financial advisory industry and personal wealth-building.Austin shares:His journey from financial advisor to founder of Reply Assist, a tool built to help advisors scale meaningful client conversationsWhy he left the traditional finance world to solve problems with technology and automationHow today’s economic landscape demands adaptability, creativity, and visionHis evolving investment philosophy, including why he favors business building over passive income in the early stages—and why angel investing is on his radarA compelling perspective on how investing can create freedom, not just returns“I realized the best investment wasn’t a stock—it was building something that solves a real problem.”This episode is a compelling listen for financial professionals, aspiring founders, and anyone exploring the intersection of entrepreneurship, investing, and personal autonomy.About Austin McCulloh:Austin McCulloh is the founder of Reply Assist, a tech solution designed to help financial advisors grow their business by streamlining and scaling client outreach. Before launching his startup, Austin worked as a financial advisor, where he developed a deep understanding of both the industry’s limitations and its potential.Driven by a passion for entrepreneurship, innovation, and financial empowerment, Austin is committed to helping others take ownership of their financial path. His investing strategy focuses on long-term value through business ownership, with plans to expand into angel investing and venture capital following future exits.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

Message the HostIn this episode, we sit down with Nick Larson—Silicon Valley investor, CRO of Unity Central, and host of the top 5% globally ranked podcast Silicon Zombies—to explore how to stay ahead of the curve by aligning values with vision.Nick shares:His journey from startup founder in supply chain tech to active investor in deep tech and agrosonicsWhy he believes in "skating to where the puck is going" and spotting early macro and micro trendsHow platforms like Sidepocket are making institutional-grade strategies available to everyday investorsInsights into AI, biomimicry, and democratized investing modelsThe importance of investing as a journey of narrative and intention, not just returns“Sidepocket runs in the background and quietly outperforms—it’s the kind of quiet genius most investors miss.”This episode is a must-listen for investors, technologists, and impact-driven thinkers who want to do well by doing good in a world rapidly shaped by innovation.About Nick Larson:Nick Larson is a Silicon Valley-based tech executive, investor, and podcast host known for his unique ability to spot and act on emerging trends. As Chief Revenue Officer at Unity Central, he leads growth strategy for innovative enterprise solutions. He’s also the host of Silicon Zombies, a globally ranked podcast exploring the intersections of tech, humanity, and the future.A seasoned startup founder turned angel investor, Nick has backed innovations in fields ranging from agrosonics to AI infrastructure, with a focus on technology that serves both profit and planet. He’s passionate about tools that democratize sophisticated investing, and his collaboration with Sidepocket reflects a belief in long-term, transparent, and intelligent financial growth.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com