Big Mike Fund Podcast
047: Going the Extra Mile: Portfolio and Investment Goals
Today I’m talking to Ryan Parson who is out on the road on the Motorhome and Money Tour for Mile Marker Club. We’re chatting about what the Mile Marker Club is, how to invest your money, learning along the way, and about what you need to consider when you are investing for the first time.
Ryan is the Founder and Chief Investment Officer of the Mile Marker Club as well as its parent company, Heritage Capital USA. As well as providing its members with a larger pool of dollars with which to invest, attracting bigger, better deals and opportunities, the Mile Marker Club also provides its members with a curriculum of wealth education materials.
00:39 – Hi Ryan
00:56 - What’s new in the world of Ryan?
02:44 - Why Ryan started the Mile Marker Club
06:04 - What is the Mile Marker Club?
09:53 - Portfolio and Investment Goals
15:57 - The First Steps to Investments
16:52 - How the MMC Helps You Build Your Portfolio
20:00 - Continuously Learning
21:45 - Preach a lot of change, Change one thing at a time
22:06 - Mile Marker Symposium Event Review
22:42 - People need to learn together
22:57 - Are you investing to learn or learning to invest?
23:40 - “It’s lonely at the top.”
26:01 - Build the policy and constantly update
29:28 - Loss Reserves
30:29 - Infinite Return
33:06 - Common Equity
35:26 - When will you be done with the deal?
37:32 - Open-ended funds
37:57 - Final Thoughts and reaching out to Ryan
39:15 – Thank you for listening to the Big Mike Fund Podcast
Brought to you by Mike Zlotnik (Big Mike) of Big Mike Fund Podcast