Modern Investing with Sidepocket Podcast

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Click Here To Join Katie's Financial Journey on Sidepocket
In 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 industry, and how the rapid advancements in technology and social media have dramatically shifted the landscape, allowing creators unprecedented access to audiences and financial possibilities.

Katie's insights into financial management are particularly relevant for entrepreneurs contemplating seeking smarter wealth management strategies. Acknowledging the inconsistency of the entertainment and creator economies, she emphasizes the importance of financial education. Sidepocket stands out as a pivotal resource in Katie's newfound approach to wealth building, offering a platform that supports investors of varying backgrounds to achieve their unique financial goals. This episode highlights the significance of diversifying investments, allowing money to work for individuals rather than the other way around, a crucial tactic not only for artists but all entrepreneurs aiming for financial stability and future prosperity.

Entrepreneurs looking to take control of their financial futures will benefit greatly from tuning into this enlightening podcast episode. Katie Welch's authentic recount of her transition to a more financially secure lifestyle, amplified by partnership with Sidepocket, serves as an inspiring blueprint. Katie's journey showcases the profound impact blending creative and financial acumen can make on people's lives. This episode is a must-listen for anyone interested in leveraging innovative financial strategies while navigating the dynamic entrepreneurial landscape.

Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.

Don’t work with one of our platform partners? Try Sidepocket BETA: Download Sidepocket for iOS

About 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

In this podcast interview, Zécca Lehn, a general partner at Responsibly Ventures, shares his journey from environmental economist to data scientist and angel investor. He discusses the importance of venture capital in positively impacting the world and how he focuses on sustainable and socially responsible investments. Zécca emphasizes the need to support startups with strong missions and high cohesion within their teams. He also touches on his off-grid living experience and how it influenced his commitment to sustainability.
Zécca's approach as a "greedy impact investor" combines financial returns with social and environmental impact, and he highlights the potential for significant returns in venture capital investing.
About Zécca Lehn
Zécca J. Lehn is the General Partner of Responsibly Ventures, based in California, backing U.S. PreSeed startups in both Social and Sustainable Tech—using multiple UN Sustainable Development Goals (SDGs) as a guidepost per investment.
Over the past 15+ years, he has worked as an Environmental Economist, Data Scientist, Non-Profit Board Member, and CoFounder. He grew up in an off-the-grid Japanese style home, on a remote island in the Pacific Northwest. Through his world travels and living in Scandinavia during his early 20’s, he discovered a deep love for people, planet, and diverse cultures.
For the past years, he has produced the podcast posi2ive, and published numerous articles on Venture Scale Positive Impacts. He also leads regular community events for their current base of 10k+ members across platforms.
He holds a degree in Environmental Economics from Western Washington University, and a Certified Specialization in Data Science from Johns Hopkins University. Additionally, he’s certified under the UN Global Reporting Initiative (GRI). He often speaks on pitch practice panels, podcasts, and writes articles on the PreSeed VC Impact arena.

Sidepocket created a cutting-edge platform-as-a-service (PaaS) designed exclusively for Certified Financial Planners (CFPs) and Financial Educators. CFP or Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.

Don’t work with one of our platform partners? Try the of Sidepocket BETA: Download Sidepocket for iOS

About 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

In this podcast interview with Stuart Kruse, the founder of Kruse Asset Management, Kruse discusses his background as a chemist and MBA in finance, his journey challenging the investment industry status quo, and his mission to "moneyball finance" by using data and numbers to empower clients. Kruse highlights the limitations and conflicts of interest in the traditional brokerage model and emphasizes the importance of collaboration with clients' centers of influence like CPAs and lawyers to provide the best solutions. He also offers insights into his quantitative approach to investing, making fundamental and technical calls to navigate market trends, all while aiming to protect and grow his clients' portfolios.
A key quote from the interview is, "I think that old brokerage model is broken to some extent. It's mostly just sales, even selling insurance, other investment products, like you're just being taught to just sell their stuff versus being a real advisor." This interview provides valuable insights into Kruse's unique approach to finance and investing, making it an intriguing listen for those seeking a different perspective on financial management.
About Stuart Kruse
Stuart Kruse, a seasoned financial professional with a track record of success, is the architect behind the Kruse Quantitative Value Portfolio (QVP), a groundbreaking investment model designed to optimize clients' financial goals. With over a decade of experience, Kruse established Kruse Asset Management in 2007, following a distinguished seven-year tenure at Bear Stearns & Co. Inc., where he initially developed and systemized the QVP. Notably, during the model's development, Bear Stearns Asset Management audited and approved it for discretionary use by Kruse and other brokers. At Bear Stearns, Kruse managed investments exceeding $100 million and provided expert guidance on an additional $800 million in assets. Prior to his role at Bear Stearns, Kruse managed substantial client investments at Lehman Brothers Private Client Services and played a pivotal role in a Real Estate Investment Trust's (REIT) successful transition to public markets through an IPO in 1997. His educational background includes a Bachelor of Science in Chemical Engineering from Northwestern University, an MBA from Kellogg Graduate School of Management with concentrations in Finance, Decision Sciences (Game Theory), Marketing, and Entrepreneurship & Innovation, and he holds the prestigious CFA Charter. In addition to his financial career, Kruse is actively involved in philanthropy as a board member of the Chicago B

Sidepocket created a cutting-edge platform-as-a-service (PaaS) designed exclusively for Certified Financial Planners (CFPs) and Financial Educators. CFP or Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.

Don’t work with one of our platform partners? Try the of Sidepocket BETA: Download Sidepocket for iOS

About 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

Steve Kann, an investment banker, investor, and author, discusses his career in micro-cap public companies, highlighting the potential for value in lesser-known stocks. He emphasizes the importance of focusing on fundamentals, adding value, and staying committed to long-term growth. As he puts it, "We're looking for companies that have unique solutions to problems that will allow them to address large market opportunities and grow for a long time."
About Steve Kann
Steve possesses over 25 years of diverse experience encompassing corporate finance, equity research, marketing, consulting, and entrepreneurship. Having held senior roles in multiple investment banks, he is a recognized authority in microcap stocks, featured in esteemed publications and conference panels. Steve has executed $300 million in microcap corporate finance deals, including IPOs, private placements, and M&A transactions. He co-founded BullMarket.com's Bull Market Microcap Review, authored the Amazon #1 Best Selling book "Microcap Magic," and provided advisory services to renowned partners like America Online and Ralph Edwards Productions. Steve's passion extends to the entertainment industry, with involvement in film production and songwriting alongside Justin Sheehy, yielding a catalog of 50 songs under their Jamsmack label. He holds a B.A. from George Mason University, having attended on a baseball scholarship.

Sidepocket created a cutting-edge platform-as-a-service (PaaS) designed exclusively for Certified Financial Planners (CFPs) and Financial Educators. CFP or Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.

Don’t work with one of our platform partners? Try the of Sidepocket BETA: Download Sidepocket for iOS

About 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

In this podcast interview with Jeremy Newsome, the essence of the conversation revolves around his journey from a humble background to becoming a successful stock trader and educator. A key quote from Jeremy highlights the importance of investing in education, knowledge, networks, and experiences as more valuable assets than money itself. He shares his early fascination with investing, his experiences in trading, and the lessons he learned from both successes and failures. Jeremy emphasizes the significance of mentorship and learning from mistakes. While the interview covers various aspects of his trading career and strategies, it ultimately encourages listeners to consider the value of financial education and the potential opportunities in the stock market. To learn more about Jeremy's insights and experiences, the full podcast is recommended.
About Jeremy Newsome
Jeremy Newsome is a recognized luminary in the field of finance and stock trading, boasting a career spanning more than two decades. His journey into the world of finance began at a young age, leading to a lifelong passion for trading and investing. With a commitment to mastering the markets, Jeremy has become a self-taught trader and investor, continually refining his skills and knowledge. His unique blend of real-world insights, practical strategies, and an acute understanding of market psychology has made him a sought-after educator and mentor. As the founder of Real Life Trading, Jeremy's mission is to empower individuals worldwide with the tools and expertise needed to thrive in the stock market, cementing his authority and credibility in the industry.

Sidepocket created a cutting-edge platform-as-a-service (PaaS) designed exclusively for Certified Financial Planners (CFPs) and Financial Educators. CFP or Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.

Don’t work with one of our platform partners? Try the of Sidepocket BETA: Download Sidepocket for iOS

About 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