Tune in to this episode of Wealth Bootcamp to get an introduction to investing in commercial real estate led by guest, Josh Amoroso. A Silicon Valley based developer and investor in commercial real estate, Josh is the co-founder of LRG Investors, senior partner at Lockehouse Retail Group, Inc. For show notes and more visit:  https://westbridgewealth.com/commercial-real-estate And if you like what you hear, be sure to subscribe!

Wealth Bootcamp®

Crash Course for New Investors in Commercial Real Estate with Josh Amoroso

Tune in to this episode of Wealth Bootcamp to get acquainted with Steve Hoffman, the man behind the incubator-accelerator Founders Space.  As a serial entrepreneur with 3 venture-funded startups, Steve shares his insights on how startups can weather the Coronavirus and survive the ensuing economic crisis.   For show notes and more visit:  https://westbridgewealth.com/startups-coronavirus-steve-hoffman And if you like what you hear, be sure to subscribe!

Weatherproofing Your Startup - with Steve Hoffman

In this episode our guest, Shawn Flynn, gives his list of do's and don'ts for entrepreneurs moving to Silicon Valley.  A people-connector extraordinaire, Shawn is the host of the Silicon Valley podcast on the Investor's Podcast Network, host of the TV program, Silicon Valley Successes, and chief evangelist for Techcode. These roles give him access to leading entrepreneurs, tech luminaries and venture capitalists.  For show notes and more visit:  https://westbridgewealth.com/advice-for-entreprenuers-moving-to-silicon-valley If you like what you hear, be sure to subscribe!

Advice for Entrepreneurs Moving to Silicon Valley - with Shawn Flynn

This is the first instance of the WealthSprint episode format here at Wealth Bootcamp. The idea is to focus on actionable strategies that can put you on the path to building wealth.  Having recently enjoyed an interview with Mat Sorensen, expert on self-directed IRAs, we’re sticking with building wealth through retirement savings in this episode.

WB03 Part 3/3: WealthSprint - Three Action Items for your 401(k), IRA and Roth IRAs

In this episode, we provide a foundation to the previous episode on self-directed IRAs by covering some of the basic differences between Roth IRAs and Traditional IRAs. We then provide a number of scenarios of relevance to entrepreneurs and explore which form of individual retirement account performs better under the circumstances. For show notes and more visit: https://westbridgewealth.com/self-directed-ira-back-to-basics  

WB03 Part 2/3 - Back to Basics: Roth IRA vs. Traditional IRA

Individual retirement accounts can be a great way to build wealth. They offer tax advantages, protection from creditors, and an opportunity to consolidate accounts for easier management of your investments. However, if your IRA is held at a bank or large financial institution, this type of custodian typically restricts your investment universe to stocks, mutual funds and bonds. Self-directed IRAs allow you to take control of your retirement account and invest in alternative assets like real estate, shares in private companies and precious metals.  In this episode, we interview Mat Sorenson, author of best-selling author of The Self-Directed IRA Handbook. Join us for a fascinating discussion of tax-efficient investments, alternative investmewnts and mega-IRAs. Subscribe to the podcast to tune in to weekly episodes about personal finance told from your perspective.   For show notes and more visit:    https://westbridgewealth.com/self-directed-ira

WB03 Part 1/3 |A billion dollar Roth IRA?! - The Landscape of Self-Directed IRAs with Mat Sorensen

In this episode our guest, Kartik Gada, kicks off the discussion by explaining the impact of technological deflation on the global economy and the ineffectiveness of traditional monetary policy. He then argues for pairing near-zero interest rates with low inflation. He later makes a strong case for universal basic income. In the second half of the podcast, Kartik gives an overview of the disruption artificial intelligence is causing in the investment world. Be sure to stick around until the end of this episode when we’ll talk about why healthy yields in bonds, CODs and savings accounts are likely to be a relic of the past. Subscribe to the podcast to tune in to weekly episodes about personal finance told from your perspective. For show notes and more visit:  https://westbridgewealth.com/artificial-intelligence-economy-investing

E2 | Artificial Intelligence in the Economy and Our Investments with Kartik Gada

Entrepreneurs, the very people with the greatest number of challenges, are often the ones with least amount of resources. This sets the stage for a new kind of podcast on personal finance — one that caters to the unique needs of entrepreneurs and business owners.  Our objective is to become the online community of choice for entrepreneurs interested in building personal wealth and sharing their experiences with others.   Subscribe to the podcast to tune in to weekly episodes about personal finance told from your perspective. For show notes and more visit:  https://westbridgewealth.com/launch-and-overview

E1 | Introduction to Wealth Bootcamp®

Wealth Bootcamp® is the entrepreneur's guide to building personal wealth. We're an online community and platform helping entrepreneurs find answers, learn from each other's experiences, and receive guidance from the experts we invite on the show. Hosted by Matt Lewis of Westbridge Wealth Management, Wealth Bootcamp® is a weekly podcast dedicated to serving the unique needs of entrepreneurs and small business owners. To learn more about the show, related articles and materials, or if you would like a consultation on a particular issue, visit us at www.westbridgewealth.com. By Matt Lewis, CFA, CAIA, Fiduciary Financial Advisor.

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Wealth Bootcamp®

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