Best Sidepocket Financial Podcasts (2025)

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Modern Investing with Sidepocket Podcast: Ariel Fu Shares a Digital Nomad’s approach to Financial Success and Investing 37:25

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20d ago37:25

37:25

Message the Host In this episode we sit down with Ariel Fu, partnerships lead at Neo Ventures. Ariel shares her journey of transitioning from the financial sector in Canada to becoming a global digital nomad. She discusses the pivotal moment of self-reflection during the pandemic that led her to pursue a lifestyle combining her passion for travel w…

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Modern Investing with Sidepocket Podcast: Navigating Deep Tech Investing with Michael Harries 41:09

13d ago41:09

41:09

Message the Host In this episode we’re joined by Michael Harries, partner at Robotics Hub, for a deep dive into the evolving world of deep tech investing. With decades of experience in AI, robotics, and emerging technology, Michael shares how early exposure to Isaac Asimov's science fiction laid the foundation for a career identifying and backing t…

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Modern Investing with Sidepocket Podcast: VC Investing in AI and the Rise of Female Founders with Mariane Becker and Kristopher Floyd 51:24

15d ago51:24

51:24

Message the Host In this episode, we dive into the inspiring journeys of Mariane Becker and Christopher Floyd—two forward-thinking leaders who are transforming how we approach venture capital. Mariane shares her incredible path from early investments in companies like Amazon and Google to her current mission of empowering underrepresented founders.…

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Modern Investing with Sidepocket Podcast: Strategic Growth and Global Expansion in VC with Anmol Goel 38:01

19d ago38:01

38:01

Message the Host Join us for a candid and thought-provoking conversation with Anmol Goel, CEO of Gacsym Ventures—a name quietly reshaping the future of early-stage investing. Anmol’s model blends the structure of a venture studio with the long-term capital and values of a family office. But this isn’t just about hybrid frameworks; it’s about rethin…

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Modern Investing with Sidepocket Podcast: Merging Diverse Experiences for Investment Success with Tejal Shah 35:28

27d ago35:28

35:28

Message the Host In this episode of the Modern Investing with Side Pocket Podcast, we sit down with Tejal Shah, the VP of Investment Banking at US Capital. Tejal's unique trajectory, from mechanical engineering to wealth management, and eventually to becoming a founder and investment banker, showcases her diverse experiences and insights into the w…

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Modern Investing with Sidepocket Podcast: JB Butler on Wealth with Purpose, Empathy-Driven Growth, and Investing in What Truly Matters 46:59

1M ago46:59

46:59

Message the Host In this episode we sit down with JB Butler, founder and head of growth strategy at Just Be Unlimited and Consumer 51. JB dives into his core philosophy of empathy-driven growth strategies—an approach that doesn't just boost bottom lines, but also redefines how businesses impact their industries. He underscores the value of recogniz…

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Modern Investing with Sidepocket Podcast: Christian Khoury on AI-Driven Compliance and Mindshare Investing 49:34

1M ago49:34

49:34

Message the Host In this episode, we sit down with Christian Khoury, founder and CEO of Easy Audit, to talk innovation at the intersection of finance, compliance, and security. With experience from top-tier firms like Deloitte, Christian shares the personal journey that led him to create the world’s first AI-powered compliance platform—and why it's…

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Modern Investing with Sidepocket Podcast: Exploring ESG Investing and Tax Strategies with Ariadne Prieto 40:48

1M ago40:48

40:48

Message the Host In a recent episode we had the pleasure of speaking with Ariadne Prieto, an influential voice in the ESG space and the head of strategy and business development at Green Day Finance. Through her globally renowned blog, Flick Talks, Ariadne has consistently shed light on sustainable finance, offering fresh perspectives from leading …

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Modern Investing with Sidepocket: Gavin Nathan on how Tokenization's is Transforming Finance and Investment Strategies 52:23

3M ago52:23

52:23

Message the Host In this episode , we sit down with industry expert Gavin Nathan to break down one of the biggest shifts in finance today: tokenization. As technology continues to reshape the investment landscape, understanding what tokenization means—and how it impacts investors—is more important than ever. Gavin, a seasoned pro in the digital eco…

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Modern Investing with Sidepocket Podcast: How Technology is Shaping the Future of Finance with Mohit Avadhanula 26:38

3M ago26:38

26:38

Message the Host In this episode, we had the pleasure of chatting with Mohit Avadhanula, a bright young talent at the intersection of finance and technology. As a student, programmer, and former intern at Sidepocket, Mohit shared his journey, starting with opening a brokerage account during college and leading up to the creation of an innovative au…

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Modern Investing with Sidepocket: Dhruv Vig on Leveraging Pure-Play ETFs for Focused Exposure 45:07

3M ago45:07

45:07

Message the Host Navigating today’s investment landscape can be overwhelming, especially when it comes to Exchange-Traded Funds (ETFs). In our latest conversation, Dhruv Vig, CEO of Langar Holdings, sheds light on a major challenge in the ETF market—misclassification. Dhruv's journey from health tech and venture capital into finance revealed a comm…

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Modern Investing with Sidepocket: Bethany Jeanfreau on Building Wealth as an Expat Entrepreneur 44:06

3M ago44:06

44:06

Message the Host In this episode, we sit down with Bethany Jeanfreau, a fractional Chief Marketing Officer and founder of Red Rhino Exec, to uncover her inspiring journey in investing and entrepreneurship. Bethany’s path is anything but conventional—her experiences living across continents, from China to Portugal, have shaped her unique perspective…

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Modern Investing with Sidepocket: Mastering Inner Clarity for Enhanced Financial Success with Jason Connell 56:54

3M ago56:54

56:54

Message the Host In this episode of Modern Investing with Sidepocket, listeners were in for a thought-provoking discussion with Jason Connell—a former CEO turned psychotherapist whose journey is anything but ordinary. Connell’s career has been a masterclass in transformation. He started out as a magician, built a market-leading consultancy, and ult…

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Modern Investing with Sidepocket: The Rise of the Space Economy with Wanjiku Chebet Kanjumba 50:59

3M ago50:59

50:59

Message the Host What if investing in space today is like investing in the internet back in the ’90s? That’s the perspective Wanjiku Chebet Kanjumba brings to the table in this thought-provoking episode of Modern Investing with Sidepocket. As a scientist astronaut candidate program graduate and the visionary behind Omega Spaceport—the world’s first…

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Modern Investing with Sidepocket: Navigating Financial Markets with Tech and Creative Thinking by Jorge Nader 33:20

3M ago33:20

33:20

Message the Host In this episode of Modern Investing with Sidepocket, we sit down with Jorge Nader—a software engineer, entrepreneur, and investor with a story that’s as inspiring as it is unconventional. As an immigrant from Mexico, Jorge carved his own path to financial success through sheer perseverance and a relentless drive for innovation. Fro…

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Modern Investing with Sidepocket: Navigating Financial Turbulence and Embracing Alternative Investments with John De Goey 36:58

3M ago36:58

36:58

Message the Host Join us for an insightful conversation with John De Goey, portfolio manager at Design Wealth Management, as we explore the evolving landscape of investment strategies. John dives into the appeal of alternative investments, discussing how they can provide stability in a market where traditional assets often seem overpriced. Drawing …

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Modern Investing with Sidepocket: Dr. Aaron Cook's Journey from Surgery to Savvy Investing 42:59

4M ago42:59

42:59

Message the Host In this episode of the Modern Investing with Sidepocket, Dr. Aaron Cook, an orthopedic surgeon turned investor, shares his remarkable transition from medicine to finance. Early on, Dr. Cook's fascination with numbers and economics led him to invest in real estate and stocks, setting the stage for a diverse and well-rounded portfoli…

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Modern Investing with Sidepocket: Ken Hubbard on Revolutionary MCA Investing Strategies 40:12

7M ago40:12

40:12

Message the Host In a recent conversation with Ken Hubbard, partner at the Salvare Fund, Ken shared his journey from a passionate entrepreneur to an empowering force in the investment world. With a focus on merchant cash advances (MCAs), Ken has been dedicated to providing entrepreneurs with enhanced access to capital. His unique approach has not o…

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Modern Investing with Sidepocket: Adam Koós, Navigating Market Waves with Tactical Expertise 35:49

7M ago35:49

35:49

Message the Host In this episode, listeners are treated to an insightful conversation with Adam Koós, President and Portfolio Manager at Libertas Wealth. With over 20 years of experience in investment strategy and a certification as a market technician, Adam shares his journey from aspiring trauma surgeon to becoming a financial strategist passiona…

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Modern Investing with Sidepocket: Katie Welch, Performing Artist Embracing Motherhood and Financial Growth 21:08

8M ago21:08

21:08

Message the Host 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 int…

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Modern Investing with Sidepocket: Jamila Mayfield from Aspiring Broadway Star to Accredited Investor Championing Financial Inclusion 1:04:19

8M ago1:04:19

1:04:19

Message the Host In the latest episode of the "Modern Investing with Sidepocket" podcast, Artur sits down with the remarkable Jamila Abston Mayfield, founder and CEO of the Jamila Mayfield Group. Jamila's journey is nothing short of inspiring, as she transitioned from aspiring Broadway star to a trailblazer in regulatory compliance and risk consult…

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Modern Investing with Sidepocket: Mark Willis, CFP on Transforming Debt into Wealth 40:59

9M ago40:59

40:59

Message the Host This episode features an interview with Mark Willis, CFP and owner of Lake Growth Financial Services. Mark shares his transformative journey from overwhelming student loan debt to achieving real wealth. His unique approach centers around using safe and predictable financial strategies, challenging traditional methods that often lea…

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Modern Investing with Sidepocket: Shridhar Swaminathan, Co-Founder/CTO of Sidepocket, on Revolutionizing Wealth Management 52:58

9M ago52:58

52:58

Message the Host We had the pleasure of hosting Shridhar Swaminathan, co-founder and CTO of Sidepocket, a company that’s transforming wealth management by solving the drawdown problem. Shridhar, with over 20 years of experience in startups, technology, leadership, data science, and quantitative investing, shares invaluable insights into his journey…

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Modern Investing with Sidepocket: Anmol Singh on leveraging psychology for stock trading and investing success 41:29

10M ago41:29

41:29

Message the Host In this episode we meet with Anmol Singh, a seasoned trader and investor, who commenced his journey in financial markets at the age of 18. With over 14 years of experience and having coached more than 10,000 traders and investors, Anmol brings a wealth of knowledge to the podcast including how he incorporates technical analysis wit…

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Modern Investing with Sidepocket: Evan Shubin, 6x Founder, 3x Exits, and Angel Investor in 25 Startups 52:39

10M ago52:39

52:39

Message the Host In this edition, we dive into the captivating journey of Evan Shubin, the President and Founder of Candlelight Partners, LLC. With a rich experience spanning 25 years that includes founding six companies, achieving three successful exits, and engaging deeply with 25 startups, Evan’s insights are a treasure trove for any budding ent…

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Modern Investing with Sidepocket: James Fellus on High Yield Alternative Fixed Income Opportunities in MCA Syndication 47:25

11M ago47:25

47:25

Message the Host In this episode, we deep-dive into the dynamic landscape of alternative lending with none other than James Fellus, owner of one of the largest private funders of Merchant Cash Advances here in the USA - funding over $1B+ in deals each year. With over 30 years of experience in financial markets, James shares invaluable insights into…

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Modern Investing with Sidepocket: Zecca Lehn on Investing With Impact 41:28

11M ago41:28

41:28

Message the Host Welcome to the Sidepocket Podcast! Today, we are thrilled to have a special guest, Zecca Lehn. Zecca is the General Partner of Responsibly Ventures, a California-based venture capital firm that backs U.S. PreSeed startups in Social and Sustainable Tech. Guided by multiple UN Sustainable Development Goals, Zecca’s investments are ma…

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Modern Investing with Sidepocket: Justin Dixon’s Journey from W2 to Entrepreneur and Investor 42:43

11M ago42:43

42:43

Message the Host Embarking on the path of entrepreneurship is filled with challenges, uncertainties, and moments of profound insight. In our latest episode of the Modern Investing with Sidepocket podcast, we had the pleasure of sitting down with Justin Dixon, a seasoned recruiter who has successfully transitioned from a stable W2 job to launching h…

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Modern Investing with Sidepocket: Mastering the Art of Business Exits with Todd Sullivan 38:44

12M ago38:44

38:44

Message the Host In this episode, we sat down with Todd Sullivan, a seasoned entrepreneur and CEO of ExitWise, to explore the enthralling journey of building, scaling, and successfully selling businesses. With a track record of establishing and selling four companies, Todd sheds light on the intricacies of the M&A (Mergers and Acquisitions) process…

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Modern Investing with Sidepocket: AJ Bubb’s Strategies for Real Estate Investing in Challenging Times 1:13:28

12M ago1:13:28

1:13:28

Message the Host In our latest podcast episode, we had an engaging conversation with AJ Bubb, a dynamic fractional product and innovation leader. AJ's impressive background spans technology and real estate, including his former role as CTO of Lion Rocket Entertainment, where he spearheaded ambitious projects like live-streaming a 25,000-person even…

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Modern Investing with Sidepocket: Nathan Creswell, Intersection of Product Leadership and Angel Investing 45:08

1y ago45:08

45:08

Message the Host Welcome to another episode of Modern Investing with Sidepocket podcast, featuring Nathan Creswell, a head of product, angel investor, and syndicate lead at Swell Ventures. Nathan shares his impressive journey, beginning in product management at a startup in the Bay Area and rising through the ranks at prominent tech companies such …

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Modern Investing with Sidepocket: Israel Suero LP at Dash VC on Betting Big and Winning 55:07

1y ago55:07

55:07

Message the Host Diving into the realm of investing, the Modern Investing with SidePocket podcast hosts an illuminating conversation with Israel Suero, a multifaceted investor with experience in real estate, stocks, angel investments, crypto, and venture capital. This episode gives us a glimpse into Israel's journey from his early fascination with …

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Modern Investing with Sidepocket: Ronald Flores, Building Wealth Management Teams for Business Owners 44:10

1y ago44:10

44:10

Message the Host Explore the world of modern finance with Ronald Flores, the CEO of Curious Finance, as he shares comprehensive strategies for navigating today's dynamic economy. Discover the importance of personalized financial goals over generic advice, the role of technology in investments, and the value of diversified and alternative investment…

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Modern Investing with Sidepocket: Entrepreneur and Angel Investor Guy Reams on Chess, Tech, and the Art of Investing 50:52

1y ago50:52

50:52

Message the Host In this episode of the Modern Investing with SidePocket podcast, we venture into the world of modern investing, entrepreneurship, and tech innovation with guest Guy Reams, a seasoned investor and technology executive from New Fund Venture Group. The conversation begins with Guy's unique journey from a computer science professor and…

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Modern Investing with Sidepocket: Investing in People, Passion, and Potential with Kris Mathis 40:40

1y ago40:40

40:40

Message the Host Kris Mathis's journey from a high school teenager captivated by the world of business to a renowned speaker, author, and entrepreneur is a deeply inspiring tale of resilience, courage, and transformation. Facing setbacks early in his career and a life-altering health scare, Kris embraced the philosophy that one must move forward le…

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Modern Investing with Sidepocket: Mike Clark Financial Advisor - Tactical Approaches to Growing Your Wealth 52:01

1y ago52:01

52:01

Message the Host In the latest episode of the "Modern Investing with SidePocket" podcast, we dive deep into the intricacies of investment banking, financial advisory, and the riveting world of self-directed IRAs with financial guru Mike Clark. Mike shares his unconventional journey from selling medical devices to mastering the art of raising millio…

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Modern Investing with Sidepocket: Investment Strategies and Start-Up Success with Austin McCulloh 49:27

1y ago49:27

49:27

Message the Host In this episode, Austin McCulloh, a former financial advisor turned entrepreneur, shares his journey from navigating the complexities of financial advising to launching Reply Assist, a revolutionary tool aimed at helping financial advisors amplify their practice. McCulloh’s transition from financial advising to entrepreneurship in …

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Modern Investing with Sidepocket: Top 5% Globally Ranked Podcast Host and Silicon Valley Investor, Nick Larson on Capitalizing on Trends and Doing Well by Doing Good 40:41

1y ago40:41

40:41

Message the Host In this episode, Nick Larson, a luminary in the realms of technology, investing, and entrepreneurial spirit, offers a wealth of insight into staying financially ahead. Larson, the CRO at Unity Central and host of the Silicon Zombies podcast, shares his journey from building a company in the dynamic supply chain space to investing i…

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Modern Investing with Sidepocket: Winning in Crypto - Strategies and Insights from Maximilian Pace 43:15

1y ago43:15

43:15

Message the Host Step into the captivating world of cryptocurrency investing with our latest podcast featuring Maximilian Pace, the dynamic co-founder and CEO of Animus Technologies. Max unveils how Animus leverages artificial intelligence to revolutionize crypto investing, by analyzing real-time data to make informed decisions in the volatile mark…

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Modern Investing with Sidepocket: Cagri Sarigoz, SEO/AI Leader and International Angel Investor, Unveiling Turkey's Startup Landscape 29:22

1y ago29:22

29:22

Message the Host In this episode guest Cagri Sarigoz, Head of SEO & AI at CitizenShipper, an experienced marketing and product leader based in Turkey, who also actively invests in startups, real estate, and stock market while working full time Cagri talks about his investment strategy in the US stock market, sparked by a Turkish startup that made U…

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Modern Investing with Sidepocket: DC Palter, Startup Advisor Angel Investor, Insights from 150+ Investments 42:54

1y ago42:54

42:54

Message the Host DC Palter, an angel investor with over 15 years of experience and more than 150 early-stage startup investments, joins the podcast to share insights from his journey. He started as an energy engineer but transitioned into business and startups during the '90s, drawn by the dynamism and impact of working in smaller companies. DC fou…

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Modern Investing with Sidepocket: Matteo Costa, Techstars Startup Mentor, Angel Investor 41:30

1y ago41:30

41:30

Message the Host Dive into our latest podcast episode featuring Matteo Costa, startup mentor, angel investor, and ETF strategist! Join us as Matteo shares insights from his journey into angel investing and startup mentoring, including his recent venture into Techstars - as well as learn how he developed his long term ETF portfolio. Discover how Mat…

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Modern Investing with Sidepocket: Silvia Lupu, Trailblazing Fund Manager and Real Estate Visionary 46:39

1y ago46:39

46:39

Message the Host In this episode, we sit down with a trailblazer in the world of finance and investments, nominated as the youngest independent female Fund Manager of the year in 2023. Currently the fund manager at Jevan Capital with over a decade of experience under her belt, she's not just breaking barriers but reshaping the landscape of modern i…

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Modern Investing with Sidepocket: Patrick McCarthy, Angel Investor in 200+ Startups 17:45

1+ y ago17:45

17:45

Message the Host In this engaging podcast interview, Patrick McCarthy, a fractional CFO and angel investor, shares his journey from a stock trading game in middle school to becoming a value-focused investor in both public and private markets, emphasizing the importance of long-term thinking, diversified portfolios, and the potential of platforms li…

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Modern Investing with Sidepocket: Robert Schneider, Esteemed Cannabis Entrepreneur and Angel Investor 47:57

1+ y ago47:57

47:57

Message the Host Welcome to the Sidepocket Podcast, where we explore the world of entrepreneurship and investing with Robert Schneider, a seasoned entrepreneur. From childhood ventures like paper routes to success in today's cannabis industry, Robert shares insights into his journey. Discover Robert's approach to investing, highlighted by his busin…

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Aharon Herbert on Tech, Entrepreneurship, and Building a Happier Future with CENO AI 42:59

1+ y ago42:59

42:59

Message the Host In this podcast, Aharon, an intermediate-level investor with a background in tech, discusses his journey and interests. Aharon, a Bay Area native, shares his experience studying tech, obtaining a scholarship, and eventually landing an internship at Visa, where he now works in corporate IT. He highlights Visa's focus on innovative t…

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Modern Investing with Sidepocket: Cara Macksoud, CEO of MoneyHabitudes on Optimizing Your Relationship with Money for Wealth 51:49

1+ y ago51:49

51:49

Message the Host As a result of the disconnect between her modest lifestyle growing up in Brooklyn and the flashy, indulgent Wall Street lifestyle, Cara had to come to terms with very different attitudes related to money. She began running Relationship with Money workshops to help participants gain a deeper understanding of their own financial beha…

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Modern Investing with Sidepocket: Clay Risher, Investment Banker on Data and Value Driven Investing 29:11

1+ y ago29:11

29:11

Message the Host In this insightful podcast interview with Clay Risher, Director of boutique investment bank True North Capital Partners, the essence lies in the importance of being a fiduciary for clients, partners, and family. Clay touches on the recent example of Kim Kardashian's hefty fine for misrepresenting her involvement with a crypto compa…

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Modern Investing with Sidepocket: Nate Bailey, Entrepreneur on Getting the Edge with a Championship Mindset in Business and in Life 28:04

1+ y ago28:04

28:04

Message the Host In this podcast interview with Nate Bailey, a US Army veteran and leadership coach, he discusses his journey from military service to becoming a championship leader, highlighting the importance of intentionality, mindset, and personal growth. Nate shares insights on his real estate investing experience and his interest in exploring…

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Modern Investing with Sidepocket: Kamil Czubacki, Wellness Entrepreneur on Key to Success is Financial Education 28:44

1+ y ago28:44

28:44

Message the Host In this podcast interview with Kamil Czubacki, CEO and President of AumBio Wellness Center, Kamil shares his journey from skepticism about alternative wellness technologies to becoming a successful entrepreneur in the field. He discusses how his father's experience with a life-changing technology in Germany inspired him to join the…