Modern Investing with Sidepocket Podcast

Sidepocket Financial
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Modern Investing with Sidepocket Podcast

Welcome to the Modern Investing with Sidepocket podcast, where we find some of the brightest minds in investing, entrepreneurship, real estate, tech, and more and ask them, "how do you stay financially ahead of the curve in the dynamic world we live in?"

  1. Modern Investing with Sidepocket: Ken Hubbard on Revolutionary MCA Investing Strategies

    NOV 14

    Modern Investing with Sidepocket: Ken Hubbard on Revolutionary MCA Investing Strategies

    Let us know what you think!In a recent conversation with Ken Hubbard, partner at the Salvare Fund, Ken shared his journey from a passionate entrepreneur to an empowering force in the investment world. With a focus on merchant cash advances (MCAs), Ken has been dedicated to providing entrepreneurs with enhanced access to capital. His unique approach has not only improved the success rates of angel fundraising but has also revolutionized how MCAs function, delivering more reliable and consisten...

    40 min
  2. Modern Investing with Sidepocket: Adam Koós, Navigating Market Waves with Tactical Expertise

    OCT 24

    Modern Investing with Sidepocket: Adam Koós, Navigating Market Waves with Tactical Expertise

    Let us know what you think!In this episode, listeners are treated to an insightful conversation with Adam Koós, President and Portfolio Manager at Libertas Wealth. With over 20 years of experience in investment strategy and a certification as a market technician, Adam shares his journey from aspiring trauma surgeon to becoming a financial strategist passionate about veering people away from poor financial advice. This episode explores Adam's fascinating transition into finance, his unique app...

    36 min
  3. Modern Investing with Sidepocket: Katie Welch, Performing Artist Embracing Motherhood and Financial Growth

    OCT 17

    Modern Investing with Sidepocket: Katie Welch, Performing Artist Embracing Motherhood and Financial Growth

    Let us know what you think!Click Here To Join Katie's Financial Journey on SidepocketIn this episode, Katie Welch—a dynamic entertainer, entrepreneur, and new mom—joins the discussion to share her journey navigating the entertainment industry and her path to financial empowerment. Katie walks us through her professional evolution, from her initial foray into a girl group to thriving in diverse creative fields across Los Angeles. She candidly discusses the volatile nature of the entertainment ...

    21 min
  4. Modern Investing with Sidepocket: Jamila Mayfield from Aspiring Broadway Star to Accredited Investor Championing Financial Inclusion

    SEP 26

    Modern Investing with Sidepocket: Jamila Mayfield from Aspiring Broadway Star to Accredited Investor Championing Financial Inclusion

    Let us know what you think!In the latest episode of the "Modern Investing with Sidepocket" podcast, Artur sits down with the remarkable Jamila Abston Mayfield, founder and CEO of the Jamila Mayfield Group. Jamila's journey is nothing short of inspiring, as she transitioned from aspiring Broadway star to a trailblazer in regulatory compliance and risk consulting for financial services firms. This episode shares her story, from her father's wisdom guiding her toward a pragmatic career path, to ...

    1h 4m
  5. Modern Investing with Sidepocket: Mark Willis, CFP on Transforming Debt into Wealth

    SEP 12

    Modern Investing with Sidepocket: Mark Willis, CFP on Transforming Debt into Wealth

    Let us know what you think!This episode features an interview with Mark Willis, CFP and owner of Lake Growth Financial Services. Mark shares his transformative journey from overwhelming student loan debt to achieving real wealth. His unique approach centers around using safe and predictable financial strategies, challenging traditional methods that often lead to uncertainty and significant losses. Through an engaging conversation, Mark delved into the financial pitfalls of conventional invest...

    41 min
  6. Modern Investing with Sidepocket: Shridhar Swaminathan, Co-Founder/CTO of Sidepocket, on Revolutionizing Wealth Management

    SEP 5

    Modern Investing with Sidepocket: Shridhar Swaminathan, Co-Founder/CTO of Sidepocket, on Revolutionizing Wealth Management

    Let us know what you think!We had the pleasure of hosting Shridhar Swaminathan, co-founder and CTO of Sidepocket, a company that’s transforming wealth management by solving the drawdown problem. Shridhar, with over 20 years of experience in startups, technology, leadership, data science, and quantitative investing, shares invaluable insights into his journey. From his early days in technology consulting and quantitative investing to leading innovative financial strategies at Sidepocket, Shrid...

    53 min
  7. Modern Investing with Sidepocket: Anmol Singh on leveraging psychology for stock trading and investing success

    AUG 23

    Modern Investing with Sidepocket: Anmol Singh on leveraging psychology for stock trading and investing success

    Let us know what you think!In this episode we meet with Anmol Singh, a seasoned trader and investor, who commenced his journey in financial markets at the age of 18. With over 14 years of experience and having coached more than 10,000 traders and investors, Anmol brings a wealth of knowledge to the podcast including how he incorporates technical analysis with a deep understanding of psychology to coach high-performance traders and investors. This episode offers a rich tapestry of insights, fr...

    41 min
  8. Modern Investing with Sidepocket: Evan Shubin, 6x Founder, 3x Exits, and Angel Investor in 25 Startups

    AUG 16

    Modern Investing with Sidepocket: Evan Shubin, 6x Founder, 3x Exits, and Angel Investor in 25 Startups

    Let us know what you think!In this edition, we dive into the captivating journey of Evan Shubin, the President and Founder of Candlelight Partners, LLC. With a rich experience spanning 25 years that includes founding six companies, achieving three successful exits, and engaging deeply with 25 startups, Evan’s insights are a treasure trove for any budding entrepreneur or seasoned investor. Recently transitioning to full-time angel investing, Evan dedicates his expertise as a fractional C-suite...

    53 min
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Welcome to the Modern Investing with Sidepocket podcast, where we find some of the brightest minds in investing, entrepreneurship, real estate, tech, and more and ask them, "how do you stay financially ahead of the curve in the dynamic world we live in?"

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