Leveraging Your Credit, Credit Repair and Travel Hacking Interview with Yan Stavasski

Yan shows us how he managed to build a 7 figure business with very few resources. He teaches us how to leverage your credit, travel hack and repair your credit. This is a very interesting episode where we learn many simple and easy tips and tricks of credit repair, travel hacking and how he used the system to create an ideal lifestyle with very few resources.


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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest: Yan Stavasski

Yan is a 25-year old credit and travel hacker who went from being in $82,000 worth of cc debt just 3 years ago to running a 7-figure company by the age of 25. He did this all while traveling to 47 countries for nearly free. Yan’s philosophy is all about leveraging credit to produce cash flow and travel hack your way to freedom without spending any money doing so

Yan's Online Presence:


Today's Panelists

Real Estate Crowfunding Review Episode with Ian Ippolito

How are you looking to invest in real estate? 

Direct investment? ... Syndicate? ... Partnership? ... crowdfunding site?

We interview the guru of real estate crowdfunding... Ian Ippolito. He has researched them all and he talks about the tips and tricks of real estate crowdfunding.


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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Ian Ippolito

Ian Ippolito is the founder and head of an alternative-asset investing club called the Private Investor Club. The club has 3,500+ members with over $5.7 billion in investable assets and enables them to access deal flow, detailed due-diligence and special deals that they couldn't on their own. It's been featured in USA Today, Bloomberg News, Realtor.com, Curbed and more. More on the club is here: https://www.therealestatecrowdfundingreview.com/club

Ian is also a serial tech entrepreneur who has been interviewed by the Wall Street Journal, Business Week, Forbes, TIME, Fast Company, TechCrunch, CBS News, FOX News and more. More on Ian is here: https://en.wikipedia.org/wiki/Ian_Ippolito

200,000 social media followers.

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Today's Panelists

The Doctor of Risk Management: Stop Loss, Volatility, Stock Picking, And More

This week we interview Richard Smith who has spent the last 16 years leveling the playing field for individual investors. We discuss some risk management secrets of professional hedge fund managers: how they manage risk in their portfolios, reduce volatility & protect wealth via stop loss strategies. This is a great episode for novice and professional investors alike. Join us to learn how to invest with less risk.

stop loss richard smith


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Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Richard Smith

Dr. Richard Smith is the Founder of RiskSmith. With his background in mathematical theories of uncertainty combined with his own personal investing and trading experience, Richard has an acute sense of the critical role that risk and money management play in successfully navigating the financial markets. Richard is leveling the playing field for the individual investor.


When Dr. Richard Smith discovered that many of the world’s top private investment advisors and wealthiest traders had been using a mathematical formula to determine when to buy and sell stocks with incredible results, he decided to try it out. After running the numbers on his previous trades, the results were clear: no matter if the market went up or down, the investment formula he discovered would have earned him more money while taking less risk.


Applying this algorithm to an entire investment portfolio by hand was difficult, so Dr. Smith built one of the first online financial technology platforms in 2004 to help himself and others make more money and take less risk. Over the years the platform grew and additional algorithms were developed that alerted users to the precise time to buy or sell their stocks while helping manage their overall investment portfolio.

Richard had learned how to take the emotion out of investing, and the results were astounding! He formed a company around his new technologies and TradeSmith was born. TradeSmith soon grew to over 30,000 users who trusted a staggering 20 BILLION DOLLARS to his technology, and Richard became known as “the doctor of uncertainty.”


Richard is also CEO and Chairman of The Foundation for the Study of Cycles, an international research and educational institution for the interdisciplinary study of recurring patterns in all aspects throughout the world.

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Today's Panelists

The Fioneers – Learn How SlowFi Can Make Your Life Better – interview with Jessica Fioneers

This week we interview Jessica Fioneers about SlowFi.

It is a acronym bonanza

SlowFI...

FIRE...

YOLO...

and F-You money... well the last one is not quite an acronym, but who doesn't want that.


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It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Jessica Fioneers

Jessica is a co-founder of The Fioneers. She and her husband are pursuing financial independence in Boston, a high cost of living area, while working in nonprofit organizations. When not writing for her blog, she enjoys the flexibility that working part-time provides. Jessica is the creator of the "Slow FI." Instead of retiring early, she wants to utilize the financial freedom she gains to live a happier and more fulfilling life now. She also hopes to one day put her corporate HR experience into practice doing career discovery, salary negotiation, and lifestyle design coaching. You can contact her through her website (thefioneers.com), on Twitter or Instagram (@TheFioneers), or join her private "Slow FI Enthusiasts" Facebook Group. 

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Today's Panelists

Offshore Investing and Life As An Expat Interview With Mikkel Thorup

Do you like the country you live in? Have you imagined living in another country? What about investing in another country?

On this week's show we discuss a lifestyle that many imagine... and only a few really live. The life of an expat, living overseas, making money while you travel, and offshore investing. I really enjoyed this interview with Mikkel Thorup. He is a seasoned traveler and teaches others about how they can live this lifestyle as well. 

offshore investing


The Flag Theory: A Flagship of Financial Libertarianism

by Mikkel Thorup, EscapeArtist.com

People want more freedom today; not just the privileges to work or to express their political opinions, but financial freedom where they can choose how they pay taxes and protect their assets. 

Growing political and economic instability in many countries have made people lose faith in their governments and question if paying all the heavy taxes on their hard-earned money is even worth it; if being linked to national identities makes sense in the world that’s so connected and if the government’s control on their lives is fair. 

The flag theory is what has emerged as a result of these questions about one’s liberties. 

 

A Quick Look Into When It Started

The concept was introduced by Harry Shultz, an American investment advisor in the 1980s. Shultz endorsed the idea of having a second passport, of having residency in a tax-free country and introduced the world to asset protection strategies. The concept has gained popularity recently as more people want to structure their lives to get tax advantages in different countries. 

 

What’s The Flag Theory? 

The flag theory is an internationalization strategy that’s achieved by planting different flags in countries that best favor your situation. It helps you minimize your tax obligations to the government and maximize your privacy so you get more personal freedom. 

The idea is to base different aspects of your life in different countries in a way that you don’t become a resident in your country of birth and hence you’re not liable to pay taxes that other residents are entitled to pay. It’s a great way to protect yourself, your family, and your assets from shaky economies and precarious political conditions in your home country. 

There are a number of ways you can become a flag theorist, of which a few are listed below.

 

Obtain a Second Passport

There are contrasting opinions about having a second passport. Some people think it’s illegal and unethical; some think there are no additional benefits of having a second passport. Let me tell you that both these notions are wrong and based on assumptions. 

If your country allows dual citizenship, getting a second passport is legal. If you’re a perpetual traveller, having two passports means you can access a number of countries without a visa or with a visa on arrival. It also broadens your options for work permits. For example, if you get your second citizenship in a European country, it becomes very easy for you to get a work permit almost anywhere in Europe. 

 

Becoming a Resident in a Low or No Tax-country

Most countries have a residential tax system; which means you’re taxed on your income generated within the country. Some countries have 183-day rule under which, if you live in a country for half the year, you’re entitled to pay the taxes as a resident. So if you don’t want to pay the resident taxes, you can manage it by following the 183-day rule. 

If you’re a U.S. national—irrespective of where you work or reside—you’re liable to pay taxes on your worldwide income until you hold the U.S. passport. One way to get some tax relief is by applying for Foreign-Earned Income Exclusion if you’re a legal resident in another country.

Some countries that levy no or low taxes on their resident include Qatar, Hong Kong, Cayman Islands, the British Virgin Islands, and the Bahamas. 

Panama doesn’t levy taxes on your foreign-sourced income. You can become a resident of Panama through its Friendly Nations Visa Program, which is one of the simplest and easiest ways to obtain a second residency.  

Malta is a good option for people who want to base themselves in Europe but want to spend maximum time travelling because it doesn’t tax its residents on the worldwide income. 

 

Incorporate Your Company in an Offshore Tax Haven

Some countries are considered tax havens for businesses because they have minimum barriers and low tax liability for incorporating businesses. These countries don’t require the business owners to reside or do business in the country of incorporation. Some of the leading companies like Apple, Microsoft, and General Electric have their subsidiaries in offshore locations. 

According to a study, 73% of Fortune 500 companies use offshoring strategies for tax purposes. 

When your company is incorporated in a tax haven country, you’re not taxed on the income generated outside the country. If you’re a traveller and run an online business, you need a base to register your business and a tax haven is the best place to do it. You can operate from anywhere in the world and pay no taxes on your income. 

The Netherlands is the most popular tax haven among the Fortune 500 companies. The Cayman Islands levy no taxes on income, payroll, capital gains, and corporate taxes on foreign-sourced income. Countries like Belize, Bermuda, and the UAE also offer a number of tax benefits to offshore companies. 

 

Keep Your Assets in Secure Jurisdictions

Secure jurisdictions mean countries that have stable economies and politics and are renowned for their banking systems. These countries are the best places to protect your assets because it’s highly unlikely that such countries will run into a financial crisis and confiscate the assets of its residents. It’s also recommended to keep your assets it in different countries to minimize the risk against inflation and political unrest. 

Countries that have good banking systems have strong privacy laws for offshore accounts that inhibit banks from revealing information about their clients without their consent; so no one but you has access to your accounts. 

While some countries can be excellent for protecting your digital assets, their weak cybersecurity can be a bad option for your digital assets. Digital assets include the patents of your company, your company website, and photographs. Countries like Norway and Iceland have excellent data security laws that protect digital assets from theft

 

Invest in Real Estate in a Low Property-tax Country

While you travel the world, there are some places that you fall in love with and wish to keep returning or where you see your future once you’re ready to settle down. Investing in property is a great way to prepare for it to build your base in that country. Invest in real estate in countries that have low tax on property like Chile, Fiji, Georgia, and the Cayman Islands. 

About The Author

Mikkel Thorup is the Director at EscapeArtist.com the oldest and largest offshore website in the world and hosts The Expat Money Show podcast. He is also the author of #1 Best-Selling book Expat Secrets on Amazon. Mikkel has spent over 20 years in continual travel around the world, visiting more than 100 countries including Colombia, North Korea, Zimbabwe, and Iran. His goal is to help people just like you to generate additional streams of income, legally eliminate your tax bill, and take advantage of offshore structures so you can travel the world freely and never have to worry about money again. Follow Mikkel Thorup on Twitter @ThorupMikkel

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Mikkel Thorup

Mikkel Thorup is the Director at EscapeArtist.com the oldest and largest offshore website in the world and hosts The Expat Money Show podcast. He is also the author of #1 Best-Selling book Expat Secrets on Amazon. Mikkel has spent over 20 years in continual travel around the world, visiting more than 100 countries including Colombia, North Korea, Zimbabwe, and Iran. His goal is to help people just like you to generate additional streams of income, legally eliminate your tax bill, and take advantage of offshore structures so you can travel the world freely and never have to worry about money again. Follow Mikkel Thorup on Twitter @ThorupMikkel .

Mikkel's Online Presence:



Today's Panelists

Do you need a Financial Counselor? Interview with President of the AFCPE, Rebecca Wiggins

Rebecca Wiggins, Executive Director of AFCPE has done a great job of bringing more financial help to the public. The AFC® designation (Accredited Financial Counselor®), focuses on providing help to people on the numbers side of finance, but also the emotional side of numbers. 

We discuss the emerging side of financial advice and why it is necessary to fill some voids in the personal finance space.


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Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Rebecca Wiggins

Rebecca Wiggins is the Executive Director of the Association for Financial Counseling and Planning Education® (AFCPE®) where she leads the professional membership and certification organization for the field of financial counseling and education and provides an annual research and training symposium for field professionals. She is a hands-on executive with over 15 years of experience in nonprofit organizational management. As a respected leader, she has built motivated staff teams with strategic vision and diligence, while optimizing operational efficiencies and creative opportunities. 

Ms. Wiggins holds a Masters of Family Financial Planning and a Masters in Business Administration. She is deeply committed to AFCPE’s mission and focused efforts to build, support and ensure the integrity of the Personal Finance profession and improve the economic well-being of all individuals and families worldwide.

Rebecca's Online Presence:



Today's Panelists

Debbie Todd – Financial Literacy For Kids

Ever wondered why financial literacy for kids is not taught in school?

Me too...

We discuss why this is the case and how to make your kids financially literate. There are a number of techniques that are important to use in teaching kids about finance and not all of these methods are obvious.

financial literacy for kids debbie todd cpa

Financial Literacy For Kids: Money, Maslow and Magic…

By Debbie Todd, CPA

Do you believe the saying that “money makes the world go around” is real?  If you have doubts or haven’t thought much about it, simply spend a few minutes talking to a neighbor, friend or family member you love who is struggling with their money. 

What does their world look like - right now?  
Financial literacy

Are they going around happy?  Are they thriving and making a positive impact on the world? Or are they stressed, fighting with each other and getting continually backed into a corner of bad purchasing and borrowing decisions that will only make matters worse?  And how does that day-to-day money stress spill over into their relations with their significant others, their kids and others?  With you?

Let’s face it.  It costs a lot more to live today than it did 40, 20 or even just 10 years ago.   That makes it harder.

Whether its a viral pandemic, a natural disaster, an economic recession, death or divorce or even more insidiously, just having an “earn and spend more” mentality, these events or circumstances sure bring the value of simple and smart financial literacy to the forefront.  

Maslow’s hierarchy of needs comes to mind…and there are far too many amazing people getting and staying stuck at the bottom.

So now, let’s play a little and ask the question, “how much would life change if I (or my friend) could improve just ONE area of their money life?”  (Say saving $10 a paycheck). 

Then let’s really get into the fun…what if they improved TWO areas?  (Add setting up a budget for six months).  

What if they learned THREE smart money tools?  (Paying off a credit card or setting up an emergency fund.) Now what would life on Maslow’s hierarchy of needs scale look like?  For them?  For their family?  For you?  For the world?

It just takes one step, then another…but getting started is often the hardest part.

Why is that perhaps?

We believe it is three-fold: 

  1. Fear/shame 

  2. Lack of education over time (not taught in schools for nearly 20 years)

  3. Not knowing where to start making changes – while having a trusted mentor to guide missteps

In my experience as a CPA and community financial educator for over two decades, one of the biggest regrets I hear from people is they wish they had learned better money skills earlier.   Then they would be equipped to educate their kids and grandkids about money matters. So much preventable pain and sadness. 

Yeah, this is truly generational pain – and legacy trauma.  With sadness, its also true that folks more easily tell me they have had an affair or had a run in with the law before they’ll be honest with me about the real state of their finances.  

Larry, a military vet, an avid ballplayer and accomplished international training director for tech giant Oracle, knows all about starting things, and helping you reach success – in a way that is simple, yet extremely effective.  

He is the “logistics of money actions and tactics” man on the team.  Larry doesn’t throw any curve balls and calls it like he sees it.  

His goal for you:  

To win the game and find financial peace by helping you knock money problems out of the park!

financial literacy for kids


BUT…wishing it away won’t make it go away.  So now what do we do about it?  

One of our core beliefs is that lasting money wellness starts at the family level.  Why is this?  Think of when you decided to eat healthier…

When the rest of your family keeps bringing home chips, pizza, sodas and s’mores, how good does your salad look?  Well, the same concept holds true with getting your money house healthy and in shape.

Parents and grandparents are trying to trim costs and get ahead while the kids & grandkids are watching boatloads of shows and advertisements – to do what?  Get you to spend money on stuff.   There goes the budget…again and again.

This is where it gets FUN – yes, really!

When the entire family learns simple and effective money skills – AT THE SAME TIME, in their age group, and in their best learning language – MAGIC HAPPENS. 

Being smart about money does NOT have to be boring and drudgery – but it sure works better when those closest to you are supportive too.  Let’s go back to the eating healthier example.  

If everyone in the house agrees to limit junk food (even just a little bit), isn’t it easier to stay on track?  Meal times can be more enjoyable – and soon, everyone is feeling better about how they look and how they feel.  In many cases, it leads to even more healthy habits.  

When families commit to a healthier “financial eating plan,” everyone has ownership and can see their contribution to the their family financial strength.  Both short-term and long-term.   As debt drops, so does stress, worry, anger and the feeling of worthlessness.  As savings increases, so does confidence, peace, hope and family value.  

As money goals become a reality, all family members feel a sense of pride, accomplishment and confidence in taking the next step toward LIFELONG money wellness.  It’s MAGIC and it’s so DOABLE. 

You might be thinking right now – yeah, but this is a BIG issue and has been a problem for DECADES.  That’s true.  Again, wishing it away won’t make it go away.  So let’s talk about smart steps anyone can take TODAY to say goodbye to generational poverty and financial illiteracy.  

In our latest community-wide program offering, three families were successful in getting their money house in order and they were able to become first-time homeowners! Successfully using our tools and changing their mental “money confidence,” their dreams became REALITY - within a matter of months.

We believe true financial wellness starts at home with the whole family.  When Dollars and Good Sense – Family Fun Money Games™ happens, everyone in the house from age 3 to 103 can play, contribute and your kids and grandkids can grow to be Smart Money Commanders™ for LIFE! 

Imagine the money wellness gift you can give your kids – for the next 60 or 70 years of their life!  That is true legacy-building that can change the world.  In fact, this is a KEY aspect of what it WILL take to make our world better and safer – after all, our kids and grandkids ARE our future! 

financial literacy questions


We believe for a family to have financial success - they need simple tools, supported by experts who care about the ENTIRE family’s money wellness success.  This will drive success for today, tomorrow and the next 20+ years.

So, can you see how money really does make the world go around?  After all, financially healthy families are the heartbeat of healthy communities, of healthy states, healthy countries – and yes, vital to a healthy world. 

Debbie Todd

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It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Debbie Todd, CPA

As the eldest child of a humble, yet proud and dedicated military family, Debbie grew up learning first-hand the value of not having enough, of making your money stretch…as well as understanding how quickly impulsive choices can get you trapped on the never ending cycle of the money madness roller-coaster!  


The first child in her blue-collar family to finish college in her early 30s while raising children of her own, Debbie knows it really is possible to change your circumstances and realize your dreams…one dedicated step and one focused decision at a time.  

With over 20 years as a licensed CPA in public accounting as well as nearly 14 years in public finance in the utility and healthcare sectors, Debbie was running the Treasury Department of a $2 billion a year academic medical center when the 2008 financial meltdown hit. 


While successfully navigating her team through “the Great Recession”, Debbie found an increasing number of families who were simply being devastated financially.  Her heart turned to channeling her money passion to holistically help families learn and grow in their core financial knowledge.


The single most common regret Debbie has heard clients and friends say is that they wished they had learned better money skills themselves so they could teach their kids and grandkids. She also believes that “tomorrow’s philanthropists and world-changers are sitting in booster seats today.”


It is the perfect backdrop for teaching practical, FUN and financially sound money habits.  If you can ENJOY “getting your money smarts hat on” as well, then so much the better, right?  


Imagine how simple and smart money choices can transform you and your child’s ENTIRE life…for 50 to 70 years!  That’s truly peace of mind.  It’s an investment that builds a legacy of hope and impact.  It’s amazing how just a few simple, FUN and effective tools can make this your reality. 


After all, it takes financially healthy families to build financially (and socially) healthy communities, states, countries and, ultimately, a financially (and socially) healthy world

Debbie's Online Presence:



Today's Panelists

Budgeting Made Easy – How To Get Good At Budgeting When You Hate Budgeting

This week we discuss how to think about budgeting when you don't want to think about budgeting. 

This is a great episode where we discuss a number of related topics to help you improve your money mindset, setting your intentions, making more money vs cutting expenses, creating passive cash flow, how to live on the go with no permanent residence, and more. It is a budgeting made easy episode.

Nick truly (no pun intended) is one of the most interesting people we have interviewed on this show. While I shy away from keeping up with the Joneses and FOMO, Nick takes this line of thinking to a whole new level. He caused me to reexamine my premises. This is something we all should do from time to time.


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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Nick True

Nick True is a married twenty-something from Tennessee and father to four fur-children. Through their YouTube channel and podcast, Nick & his wife Hanna write and speak about personal finance, budgeting, and Slow-FI, all while traveling full-time in a 27ft Airstream. Nick is passionate about teaching people to enjoy their money now, while also saving and investing for the future. 

Nick's Online Presence:


Book References:


Today's Panelists

Current Market Conditions Update, Types of Wealth Management Firms, and Barbipedia

The stock market is approaching all time highs... yet unemployment is somewhere between 13-20%. Prior to the selloff It was below 4%. What am I missing???

How should an investor invest in this market? 

Buy and hold, DCA, market timing, or another secret strategy...

We discuss these issues, the 5 types of wealth management firms, and Barbipedia. We had a lot of fun on this episode. Join us for and market update.

types of wealth management firms


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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Panelists

The History of Money Interview With John Sneisen

Have you ever wondered why there is such a large wealth gap in the US?

Do you know why the middle class is disappearing?

Have you thought about why our financial system is so unstable?

You might be surprised at the answers to these questions. You don't have to look far, because the answers are found in the history of money. Join us this week as we interview money historian, John Sneisen on our show.

history of money


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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  John Sneisen

John is a Best-Selling Author of two books: The End of Freedom: How Our Monetary System Enslaves Us(2014), a world bestseller in the category of Financial Risk Management. Canada, The Greatest Economy In The World? (2015) Which has been a Canadian bestseller in many categories, including Economics, Finance, Macroeconomics and Financial Risk Management. The End of Freedom is an overview over 3000 years of history of money and how monetary pattern repeats themselves throughout history and how to mitigate the hit of these risks. Canada, The Greatest Economy In The World? is a book that takes a grand view of the Canadian Economy and points out the many dangers lurking in the Economic dark that most politicians and economists are not aware of or ignorant of.

 

John is an international speaker. He has spoken in 6 countries on three topics in two languages. John is working closely with world best-selling author G. Edward Griffin as a Leadership Council member of Freedom Force International. John has been interviewed and featured on various Alternative Media and Mainstream Media CBC, BBC, CTV and Citytv. He has written 100's of articles, and some have been featured in InvestitIn, Billionaire Chronicle and The Dollar Vigilante Newsletters. He has also advised two Blockchains Companies, one in the Real Estate sector and one in the Ratings and Review sector.

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