Cage Fighter, Math Professor, Passive Real Estate Investor w/John Henry
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Episode Description
Welcome to the Freedom Point Real Estate podcast! John Henry joins Jeremy Dyer to share how his RIA has changed over the years, why he does "financial coaching" in addition to investment advising, how he has experimented with AI, and why he's so interested in REITs.
John is a polymath with a background in mathematics, finance, and AI. He's held roles ranging from professor to professional cage fighter, and now leads data science & AI at a top global insurer. With advanced degrees in statistics, jurisprudence, international real estate, and more, John's expertise spans machine learning, risk, and wealth management. A published author in top journals, speaker, and advisor, he also runs an RIA business alongside his corporate leadership role. Tune in as he shares insights from his multifaceted journey, which began in section 8 housing on food stamps, highlighting his journey of perseverance and determination.
CONNECT WITH JOHN HENRY!
LinkedIn: https://www.linkedin.com/in/johnhenryphd/
CONNECT WITH JEREMY DYER!
Website: https://startingpointcapital.com/
Instagram: https://www.instagram.com/startingpointcapital/
LinkedIn: https://www.linkedin.com/in/jeremydyer
Facebook: https://www.facebook.com/startingpointcapital
Book a Call! https://calendly.com/startingpointcapital/discuss-investing-with-jeremy-dyer?month=2023-12
Summary
Tip #1: Embrace Purposeful Work for Fulfillment
John's journey from a challenging upbringing to a successful career emphasizes the importance of finding joy in purposeful work. His passion for learning and problem-solving drives him to continually pursue meaningful activities, highlighting the fulfillment found beyond traditional retirement.
Tip #2: Understand Risk in Investing
John's background in risk management provides valuable insights into understanding and quantifying risk in investment portfolios. He discusses the significance of aligning risk tolerance with investment goals and diversifying portfolios across different asset classes to mitigate risk effectively.
Tip #3: Explore Real Estate Investment Trusts (REITs)
John shares his deep interest in Real Estate Investment Trusts (REITs) and their role in investment portfolios. He explains how REITs offer opportunities for investors to access real estate assets through publicly traded companies, providing diversification and potential returns.
Tip #4: Translate Investment Jargon for Clarity
John's expertise in mathematics and finance enables him to translate complex investment jargon into understandable concepts for clients. He emphasizes the importance of clarity in communicating investment strategies and helping clients make informed decisions.
Tip #5: Personalized Portfolio Management
John's approach to investment advising involves developing personalized portfolio strategies tailored to individual client needs. By considering factors such as age, risk tolerance, and financial goals, he helps clients build diversified portfolios aligned with their long-term objectives.
Tip #6: Leverage Technology for Investment Insights
John discusses the role of technology, including AI and machine learning, in enhancing investment analysis and decision-making. He highlights the importance of incorporating data-driven insights to identify investment opportunities and manage risk effectively.
Tip #7: Balance Risk and Reward
John emphasizes the importance of balancing risk and reward in investment strategies, taking into account factors such as asset allocation, diversification, and investment time horizon. By understanding the trade-offs between risk and potential returns, investors can make informed decisions aligned with their financial objectives.
Tip #8: Continuous Learning and Adaptation
John's commitment to lifelong learning and adaptation fuels his success in navigating dynamic investment markets. He encourages investors to stay informed, embrace new technologies, and adapt their strategies to changing market conditions to achieve long-term financial success.
Tip #9: Engage in Purposeful Work Beyond Retirement
John challenges the traditional notion of retirement by advocating for purposeful work and lifelong learning. He shares his belief in the fulfillment found through meaningful activities and emphasizes the importance of staying engaged and active in pursuing passions.
Tip #10: Connect with John Henry
Listeners can connect with John Henry on LinkedIn to learn more about his insights, experiences, and investment advisory services. His expertise in mathematics, finance, and AI offers valuable perspectives for investors seeking personalized portfolio management and strategic guidance.
