How Do You Know?
Bela Carrasco
DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.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
Mentioned books
Jun 10, 2025 • 47min
Journey to investment success | Athlete Anecdotes
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 company ➡️Understanding your investment profile Take a listen here for the full episode 👂https://lnkd.in/gUiMqsVNI love helping investors feel more confident in their decisions. Find my headline so that you can: 👂 Listen to my past conversations 💡 Learn from industry experts💪 Gain confidence in your ability to reach financial freedomDISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.
May 27, 2025 • 24min
HDYK whether a financial plan can add value | Q&A Series
We dive deeper into the episode with Vince DeCrow, who discusses why it's essential to plan financially for life during after your death.Learn more about preserving your wealth & Micro Family Offices: wealthops.ioDISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.
May 20, 2025 • 29min
HDYK whether a financial plan can add value
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 PlanningThe Importance of having a financial plan Components of a comprehensive financial plan Emergency funds and cash flow management Tax planning essentialsEstate planningCommon financial mistakes to avoid Key Financial advice for successInvestment strategies for the future Disclosures: Disclosure: I am not a current client of RISE Investments, I received no compensation from RISE for this podcast/interview, and there are no conflicts of interest between myself and RISE.DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.
May 13, 2025 • 35min
Why Your Personal Brand Matters | Athlete Anecdotes
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 strategy ⚽ How to leverage technology ⚽ Measuring success ⚽ Engaging for collaboration ⚽ Common mistakes You can listen and/or share here: https://lnkd.in/gBbeWK_GDISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.
Apr 29, 2025 • 18min
HDYK you are ready to invest | Q&A Series
We dive deeper into the mind with Joe Moffett to learn more about how large an impact your mindset has on investment decisions. DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.
Apr 21, 2025 • 40min
HDYK you are ready to invest | DD Curriculum
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 struggle the most🧠Developing a resilient mindset🧠Aligning investment goals with personal values🧠How successful people make decisions🧠Recognizing and changing limiting beliefs🧠How to use self-assessments🧠The value of community Link is below if you want to take a listen or share ⬇️DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.
Apr 15, 2025 • 34min
How to Set Yourself Up for Success | Athlete Anecdotes
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 businessLearning about money and investingHow she landed help and big lessons learnedHer preferred investment strategies Understanding fundamentals What she looks for in an investment LinkedIn: https://www.linkedin.com/in/ashleighjshim/DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.
Mar 25, 2025 • 14min
HDYK what to look out for in the legal docs | Q&A Series
We dive deeper into the episode with Robert Cherry, who discusses what to look out for in the Private Placement Memorandum. This document is typical when investing! DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.
Mar 25, 2025 • 39min
HDYK what to look out for in the legal docs | DD Curriculum
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 flags💼Investor Rights, Voting and Manager removal💼Fees and waterfall structures 💼Fund expenses and Legal Liability 💼Legal troubles for Fund Managers and Syndicators 💼Importance of reading the PPM💼Building Trust and Transparency💼Demystifying Different Legal Structures💼The Sponsor’s obligation DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.
Mar 18, 2025 • 45min
HDYK where to start with investing? | Athlete Anecdotes
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 pro athlete to financial pro🏀Financial Education tips🏀Most important skill when learning🏀Leveraging Relationships🏀Navigating the financial landscape🏀The Journey of Self-discovery🏀How Natalie decided her next steps 🏀The path to greatness🏀How important is a financial coach?🏀Investment strategies🏀Smart financial movesLink is below if you want to take a listen ⬇️DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.
