31 episodes

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?"

Modern Investing with Sidepocket Podcast Sidepocket Financial

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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?"

    Modern Investing with Sidepocket: AJ Bubb’s Strategies for Real Estate Investing in Challenging Times

    Modern Investing with Sidepocket: AJ Bubb’s Strategies for Real Estate Investing in Challenging Times

    Let us know what you think!In our latest podcast episode, we had an engaging conversation with AJ Bubb, a dynamic fractional product and innovation leader. AJ's impressive background spans technology and real estate, including his former role as CTO of Lion Rocket Entertainment, where he spearheaded ambitious projects like live-streaming a 25,000-person event from a remote airfield in cooperation with NASA JPL. Throughout our conversation, AJ shared invaluable lessons from his multifaceted ca...

    • 1 hr 13 min
    Modern Investing with Sidepocket: Nathan Creswell, Intersection of Product Leadership and Angel Investing

    Modern Investing with Sidepocket: Nathan Creswell, Intersection of Product Leadership and Angel Investing

    Let us know what you think!Welcome to another episode of Modern Investing with Sidepocket podcast, featuring Nathan Creswell, a head of product, angel investor, and syndicate lead at Swell Ventures. Nathan shares his impressive journey, beginning in product management at a startup in the Bay Area and rising through the ranks at prominent tech companies such as Salesforce and Zuora. His story reveals how his deep involvement in product development naturally led him to the world of angel invest...

    • 45 min
    Modern Investing with Sidepocket: Israel Suero LP at Dash VC on Betting Big and Winning

    Modern Investing with Sidepocket: Israel Suero LP at Dash VC on Betting Big and Winning

    Let us know what you think!Diving into the realm of investing, the Modern Investing with SidePocket podcast hosts an illuminating conversation with Israel Suero, a multifaceted investor with experience in real estate, stocks, angel investments, crypto, and venture capital. This episode gives us a glimpse into Israel's journey from his early fascination with finance, cultivated alongside family, to his pivotal career shifts that navigated him from Wall Street to the forefront of tech and final...

    • 55 min
    Modern Investing with Sidepocket: Ronald Flores, Building Wealth Management Teams for Business Owners

    Modern Investing with Sidepocket: Ronald Flores, Building Wealth Management Teams for Business Owners

    Let us know what you think!Explore the world of modern finance with Ronald Flores, the CEO of Curious Finance, as he shares comprehensive strategies for navigating today's dynamic economy. Discover the importance of personalized financial goals over generic advice, the role of technology in investments, and the value of diversified and alternative investments. Join Ronald in a conversation highlighting the need for holistic financial planning, touching on insurance, taxes, investmen...

    • 44 min
    Modern Investing with Sidepocket: Entrepreneur and Angel Investor Guy Reams on Chess, Tech, and the Art of Investing

    Modern Investing with Sidepocket: Entrepreneur and Angel Investor Guy Reams on Chess, Tech, and the Art of Investing

    Let us know what you think!In this episode of the Modern Investing with SidePocket podcast, we venture into the world of modern investing, entrepreneurship, and tech innovation with guest Guy Reams, a seasoned investor and technology executive from New Fund Venture Group. The conversation begins with Guy's unique journey from a computer science professor and tech industry professional to starting a non-profit chess club, showcasing his multifaceted interests and entrepreneurial spirit.&n...

    • 50 min
    Modern Investing with Sidepocket: Investing in People, Passion, and Potential with Kris Mathis

    Modern Investing with Sidepocket: Investing in People, Passion, and Potential with Kris Mathis

    Let us know what you think!Kris Mathis's journey from a high school teenager captivated by the world of business to a renowned speaker, author, and entrepreneur is a deeply inspiring tale of resilience, courage, and transformation. Facing setbacks early in his career and a life-altering health scare, Kris embraced the philosophy that one must move forward lest life leaves you behind. His leap into full-time entrepreneurship wasn't just a career shift; it was a bold declaration of faith in his...

    • 40 min

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