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
Mar 4, 2025 • 18min
HDYK what the wealthiest do with their money? | Q&A Series
We dive deeper into the episode with Christopher Nelson, where he discusses what the world's wealthiest investors are doing in their portfolios. 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.
Feb 26, 2025 • 35min
HDYK what the wealthiest do with their money? | DD Curriculum
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 equityJoin him in his free masterclass next month! This Workshop Reveals the Secrets of Wealth Building for Tech Leaders---> https://www.wealthops.io/https://lnkd.in/gtfsNvsvDISCLAIMER: 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.
Feb 19, 2025 • 30min
HDYK how to gain investment knowledge | Athlete Anecdotes
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 entrepreneurshipBuilding a brandWhat education folks are cravingImportance of Financial LiteracyInvesting insights and lessons learnedWhat to seek out for investment successInvesting lessons learnedEmail: info@divinetimeagency.comInstagram: divinetimeagencyDISCLAIMER: 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.
Feb 4, 2025 • 14min
HDYK how to file your taxes? | Q&A Series
We dive deeper into the episode with Greg O'Brien, CPA and John Malone to discuss taxes, including how to better understand them and mistakes to avoid. 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.
Jan 28, 2025 • 44min
HDYK how to file your taxes? | DD Curriculum
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 advantage of⚖️Do I need a tax strategist?⚖️Differences in your tax documents⚖️Deep Dive into K1’s⚖️Role of 1099’s⚖️Is it normal for my K1 to be late?⚖️Federal V State K1Contact them here: Website: Anomalycpa.comYoutube: https://www.youtube.com/@anomaly_cpa, LinkedIn: https://www.linkedin.com/company/anomalycpa/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.
Jan 21, 2025 • 37min
The Transition | Athlete Anecdotes
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 passionDeciding to leave the NFLLearning about money and investingWhat Jelani would’ve done differently Challenges and lessons learned in starting a businessListening to your gut and finding passionPillars for success Supporting loved ones in transitionDISCLAIMER: 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.
Jan 14, 2025 • 14min
HDYK your money is safe? | Q&A Series
We dive deeper into the episode with Matt Weigand, who discusses the importance of Fund accounting and why a third-party is the best way to keep up to date on your investments. 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.
Jan 2, 2025 • 40min
HDYK your money is safe? | DD Curriculum
Matt Weigand discusses the importance of Fund accounting and why a third-party is the best way to keep up to date on your investments: Role of Fund AdministrationThe challenges and benefits of outsourcing fund admin ENsuring Data securityImpact of AI Regulatory landscapehttps://www.linkedin.com/in/weigandmatthew/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.
Dec 17, 2024 • 33min
First Steps to Retire Confidently | Athlete Anecdotes
After a collegiate career at Stanford, Griff Whalen spent 7 years in the NFL where he played for teams spanning from the Patriots to the Raiders. Now, he owns his own real estate company. We discuss: Why invest in real estate? Learning from sportWho to count on for investment decisionsHow to avoid costly mistakesWhat he wishes he had during his time playingGriff’s investment portfolio Building a strong teamDISCLAIMER: 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.
Dec 9, 2024 • 16min
HDYK How to Create Passive Income & Financial Freedom | Q&A Series
We dive deeper into the How to Create Passive Income & Financial Freedom, with Whitney Elkins-Hutten to learn more about how you can achieve a life doing what you want, when you want with who you want. 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.
