Wealth Bootcamp®
Wealth Bootcamp®
Matt Lewis
Wealth Bootcamp® is the entrepreneur's guide to building personal wealth. We're an online community and platform helping entrepreneurs find answers, learn from each other's experiences, and receive guidance from the experts we invite on the show. Hosted by Matt Lewis of WestView Wealth Management, Wealth Bootcamp® is a weekly podcast dedicated to serving the unique needs of entrepreneurs and small business owners. To learn more about the show, related articles and materials, or if you would like a consultation on a particular issue, visit us at www.westviewwealth.com. By Matt Lewis, CFA, CAIA, Fiduciary Financial Advisor.
Crash Course for New Investors in Commercial Real Estate with Josh Amoroso
Tune in to this episode of Wealth Bootcamp to get an introduction to investing in commercial real estate led by guest, Josh Amoroso. A Silicon Valley based developer and investor in commercial real estate, Josh is the co-founder of LRG Investors, senior partner at Lockehouse Retail Group, Inc.
Apr 20, 2020
1 hr 5 min
Weatherproofing Your Startup - with Steve Hoffman
Tune in to this episode of Wealth Bootcamp to get acquainted with Steve Hoffman, the man behind the incubator-accelerator Founders Space.  As a serial entrepreneur with 3 venture-funded startups, Steve shares his insights on how startups can weather the Coronavirus and survive the ensuing economic crisis.
Apr 13, 2020
58 min
Advice for Entrepreneurs Moving to Silicon Valley - with Shawn Flynn
In this episode our guest, Shawn Flynn, gives his list of do's and don'ts for entrepreneurs moving to Silicon Valley.  A people-connector extraordinaire, Shawn is the host of the Silicon Valley podcast on the Investor's Podcast Network, host of the TV program, Silicon Valley Successes, and chief evangelist for Techcode.
Feb 27, 2020
41 min
WB03 Part 3/3: WealthSprint - Three Action Items for your 401(k), IRA and Roth IRAs
This is the first instance of the WealthSprint episode format. The idea is to focus on actionable strategies that can put you on the path to building wealth.  Having recently enjoyed an interview with Mat Sorensen, expert on self-directed IRAs, we’re sticking with building wealth through retirement savings in this episode.
Jan 7, 2020
12 min
WB03 Part 2/3 - Back to Basics: Roth IRA vs. Traditional IRA
In this episode, we cover some of the basic differences between Roth IRAs and Traditional IRAs. We then provide a number of scenarios of relevance to entrepreneurs and explore which form of individual retirement account performs better under the circumstances. For show notes and more visit: https://westbridgewealth.com/self-directed-ira-back-to-basics
Dec 17, 2019
16 min
WB03 Part 1/3 |A billion dollar Roth IRA?! - The Landscape of Self-Directed IRAs with Mat Sorensen
An interview with best-selling author and lawyer, Mat Sorenson, about self-directed IRAs. Learn how you can take control of your individual retirement account and invest in alternative assets like real estate, shares in private companies, and precious metals.
Dec 9, 2019
46 min
E2 | Artificial Intelligence in the Economy and Our Investments with Kartik Gada
Join us for a discussion of how technological deflation is impacting the global economy and making traditional monetary policy less effective. And learn how artificial intelligence is disrupting investment management.
Dec 9, 2019
35 min
E1 | Introduction to Wealth Bootcamp®
Learn about the unique challenges entrepreneurs face in building personal wealth. And why we're launching Wealth Bootcamp!
Dec 9, 2019
31 min