How Do You Know?
My goal is to help people feel more confident about their investment portfolio. After working in the private equity, family office and securities market for nearly a decade, I pulled together my resources to interview experts in each area of the due-diligence process. I also bring on ex professional athletes so that we can learn how they became comfortable with the investment world and the tips that got them there. As a former collegiate soccer player, I know the parallels that athletes have with everyone else. That is, the fact that we wear many hats with the capability to add more skills to our repertoires, including investment knowledge. Thank you for listening. I hope it helps! Please DM me on LinkedIn if you want my top investing tips: https://www.linkedin.com/in/isabela-carrasco?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
Episodes
Learning how to communicate is essential because it forms the foundation of success in both personal and professional life. Charles Ruiz and I dive deep into this topic during this week's podcast episode 🗣️
Charlie Ruiz was a former MiLB player with the Colorado Rockies. His journey has evolved from business development in the tech world to speaking coach to now entrepreneur having founded CLR connection, which offe...
How do you feel about conferences?
✔️ Picking the right one
✔️ Knowing what sessions to attend
✔️ Finding unique ways to stand out and follow up
✔️ How to make the most of it
In this week's podcast episode, Neil Greene and I go into depth about these topics, and many others, so that you can actually leave a conference knowing it was time well spent 👏
Do you know anyone that wants t...
One of my best lessons from COVID is the power of community 👯
We are social beings and having real, human interactions is essential for a fruitful life 😀
Whether business or personal, having the right group around you can help you achieve whatever it is you want to 🥇
I encourage anyone to find a community that’s right for them. There are many groups you can join that will help you get better at what...
Most people want success, but aren't willing to do what it takes to actually get there.....
In this week’s podcast episode, former NFL athlete Mark Parson describes his journey with investing 🏈
We touch on:
➡️ The importance of patience & exploration
➡️ Why embracing uncertainty is a necessary evil
➡️ How to view failures
➡️Investing with Purpose
➡️Building a successful compa...
How do you know whether a financial plan can add value? Listen to this week’s episode to find some helpful tips around this!
Vince DeCrow is the founder of RISE Investments, a registered investment advisor that provides concierge wealth management services to its clients, including financial planning and tailored investment management solutions. We discuss:
Understanding Financial Planning
The Impor...
Athlete episode 🔔
This week I chatted with Amobi Okugo, who was a former professional soccer player and now a co founder of Serve consulting, who helps athletes, influencers and brands through content, strategy and partnerships.
We discuss:
⚽ Transitioning from soccer to business
⚽ Financial literacy and investment strategies
⚽ Lessons learned
⚽ Providing value
⚽ Content strate...
In this week's episode, we tackle the mind!
Joe Moffett started his career in the marines and then evolved into a professional coach. After his experience, and being in business with Tony Robbins’ son, Joe learned that he loves helping people break through limitations. He also is an investor and advocate for reaching financial freedom.
We dive into:
🧠 Mindset and investing
🧠Why people strugg...
Ashleigh is an ex professional soccer player who now is creating an online football training program to help beginners around the world learn how to play. She is aiming to pass her Series 6 & 7 exam this year while also creating a platform to challenge athletes to rise up and excel on the financial field through real estate investment. We talk about:
- Transitioning from sport to business
- Learning about money and investing
- How s...
How Do You Know what to look out for in the legal documents? 🖊️
Listen to my interview with Robert Cherry to find out! Robert Cherry is a business and IP attorney, handling founder issues, mergers, federal and state securities law matters, capital raising, copyright, and outside general counsel services 📖
We uncover:
💼What a PPM and Operating Agreement are
💼Understanding the risks and red fl...
Athlete interview this week 🏀
Natalie Novosel is a retired WNBA & professional basketball player who's resume includes 2-time National Championship Finalist, Gold Medalist with Team USA, & the 8th selection in the WNBA Draft. Now, she has transitioned from athlete to business athlete and works as financial professional for Transamerica and World Financial Group to create B-ALL-IN Inc.
We touch on:
🏀Transition from pr...
Christopher Nelson shares his views on portfolio construction and the ways of the decamillionaires 💰
He provides us with nuggets on:
🪙 The 50/50 portfolio
🪙Who you should have on your “investment team”
🪙The ways of the decamillionaires
🪙Misconceptions about managing money
🪙Treating your portfolio like a business
🪙Should you trust your financial advisor
🪙Trading time for equ...
Luca is an ex professional soccer player and now founder and CEO of her business, DivineTime. Divine looks to enhance visibility and opportunities for women in sports.
We talk about:
- Her journey from soccer to entrepreneurship
- Building a brandWhat education folks are craving
- Importance of Financial Literacy
- Investing insights and lessons learned
- What to seek out for investment success
- Investing lessons learned
Ema...
This week's podcast episode is all things taxes and accounting!
Greg O'Brien, CPA and John Malone are co-ceos of Anomaly CPA and are 2x 40 Under 40 winner and 2024 Forbes Top 200 CPA. Anomaly itself is a leading 100% virtual tax strategy and cloud accounting company specializing in digital business owners and real estate investors throughout the US.
We discuss:
⚖️Common tax mistakes
⚖️Tax strategies to take advan...
Jelani is a five-year NFL veteran who now runs his own company, called Postseason, that helps athletes find fulfillment beyond sports. In a similar vein, he is a certified mental performance coach and passionate about helping people find their passions.
We cover:
- Transitioning out of career and finding passion
- Deciding to leave the NFL
- Learning about money and investing
- What Jelani would’ve done differently
- Challenges and lessons ...
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