logo
episode-header-image
May 6
24m 53s

How To Pick An Investment

Sharran Srivatsaa
About this episode

Click Here to Get All Podcast Show Notes!

Investing is more than just picking stocks or real estate—it’s about making smart decisions with your time and money. In this episode, Sharran Srivatsaa reveals his powerful Investment X-Ray framework for evaluating any opportunity like a pro.


This method, which Sharran learned from a billionaire client during his tenure at Goldman Sachs, categorizes investments into four key buckets: capital preservation, tax efficiency, cash flow, and growth. He explains how to evaluate these components to assess the true value and risk of an investment, ensuring you make informed choices that align with your financial goals. Whether you're looking at real estate, stocks, or any other investment, this episode will help you make better decisions and manage your capital more effectively.  


Are you ready to eliminate the guesswork from investing? Tune in to learn how to use the Investment X-Ray to evaluate your next opportunity!


“You can generate passive income by either funding it with capital or funding it with resources.”


- Sharran Srivatsaa


Timestamps:

03:31 - The Investment X-Ray framework for evaluating opportunities

04:54 - How to assess the security of your investment

05:56 - Understanding the tax implications of your investments

08:53 - The importance of consistent returns in investment decisions

10:01 - The myth of passive income and the reality of "pre-funded" income

14:39 - Why growth is essential, but it comes with risk

16:35 - The Investment X-Ray applied to cash, Bitcoin, and real estate

22:20 - Recap: How to Pick an Investment


Resources:

- Business School Podcast Episode 1: How to Find a Mentor - https://podcasts.apple.com/us/podcast/how-to-find-a-mentor/id1511923051?i=1000479258940

- Join the Future Proof Community - https://futureproofsecrets.com/

- The Real Brokerage - https://www.joinreal.com/

- Top Agent Power Pack - https://sharran.activehosted.com/f/121

- The 5am Club - https://sharran.com/5amclub/

- Join the 10K Wisdom Private Partner Podcast, now available to you for free - https://www.highlandprime.com/optin-10k-wisdom

- Join Sharran's VIP Community - https://sharran.com/vip/

-

Up next
Aug 19
Why Most Bosses Suck
Click Here to Get All Podcast Show Notes!Have you ever wondered why so many bosses fail to inspire their teams? In this episode, Sharran dives into the controversial topic that no one wants to discuss—why most bosses suck. He argues that many leaders, who love their titles and co ... Show More
19m 25s
Aug 12
Underdog Growth System
Click Here to Get All Podcast Show Notes!How do you create a marketing system that works and brings in clients while you sleep? In this episode, Sharran reveals his Underdog Growth System, a powerful framework for those who want to grow without the burnout associated with constan ... Show More
20m 40s
Aug 5
How To Win
Click Here to Get All Podcast Show Notes!What if I told you that the key to winning in business, life, and relationships isn’t a secret strategy, but a set of simple, decisive actions that anyone can take?In this episode, Sharran shares his ten “shortcuts” to success in a world t ... Show More
22m 49s
Recommended Episodes
Jun 18
Revisiting: A Successful Transition to Investing with Steve Young
This episode originally aired on Feb 20, 2024. Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investm ... Show More
37m 57s
Jul 2024
#220 How to Build a Diversified Investment Portfolio
In this episode, Dr. Peter Kim dives deep into the world of smart investing, helping you craft a diversified investment portfolio that works for you. We'll explore key strategies for asset allocation, discuss how to prioritize cash flow, and uncover the power of income-producing ... Show More
11m 19s
Jul 2023
Breaking Down Investments: How And What We Invest Our Money Into
Chris and I are constantly asked about our investment strategies, and today, we’re breaking each of our investments down by the level of risk associated with them! We encourage you to invest in yourself and your business before anything else, as it is the least risky and most cru ... Show More
30m 44s
Jul 2024
How To Turn $10,000 To $100,000 Step By Step
Ever wondered how to transform $10,000 into $100,000 or even more? In this episode, Jaspreet breaks down the step-by-step process to achieve this financial goal. Jaspreet explores four different strategies: saving, investing, earning, and building your way to $100,000. He offers ... Show More
19m 28s
Oct 2024
These 6 Side Hustles Made Us Millionaires - Start Making More Money TODAY (F.I.R.E. For Beginners)
▸▸▸https://www.365daystofire.com/ We're so excited to announce that enrollment for our 365 Days to F.I.R.E. Program is now open! To learn more, go to: https://www.365daystofire.com/ —-Enroll in our Stock Market Investing Course for Financial Independence and Retiring Early: https ... Show More
8m 38s
Dec 2024
Ways For Investors to Think Outside the Box Going Into 2025
Investing isn’t just about balancing risk and return—it’s about thinking beyond the two-dimensional approach most people take. In this episode, we explore the other factors savvy investors consider when evaluating real estate deals, including liquidity, timelines, tax benefits, a ... Show More
14m 27s
Aug 2024
The 10 Laws Of Investing (Andrew's Investing Rules!)
In this episode of the Personal Finance Podcast, we're going to talk about the 10 laws of investing. How Andrew Can Help You: Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your asp ... Show More
48m 32s
Mar 2025
If I Was to Start Investing Today (What I Wish I Knew)
This week, Sim takes a step back and shares everything she wishes she knew when she started her investing journey. From making her first $300 investment to building a million-dollar portfolio, Sim breaks down five powerful lessons for beginner investors—including why boring inves ... Show More
21m 46s
Jan 2025
Why Index Fund and ETF Investing Could 10x Millionaires
Sign-Up for the FREE Investing for Beginners Workshop Here: https://event.webinarjam.com/register/10/7pn7war In this episode of the Personal Finance Podcast, we're going to talk about reasons why index funds, and ETF investing could 10X millionaires in the coming decades. How And ... Show More
45m 16s
Feb 2025
What to Do With $100K: Invest or Keep It Safe?
In this episode of the Personal Finance Podcast, we're going to talk about what to do with $100k invest or keep it safe. How Andrew Can Help You: Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a f ... Show More
35m 54s