#230 - The Psychology of Investing and Success

Send us a text What happens when your income hits a ceiling? Rob Levin, founder of CIS Ventures LLC, reveals the missing link between working hard and achieving true financial freedom on this eye-opening episode of #Clocked In.  Money isn"t just numbers on a balance sheet—it"s the fuel that powers your options in life. Rob pulls back the curtain on how investing serves as the critical bridge between trading time for dollars and creating sustainable wealth that works while you sleep. But his insights go far deeper than portfolio management. Drawing from his experience during the 2008 financial crisis, Rob delivers a masterclass on human motivation that applies to every business, relationship, and life project. "Everybody was doing exactly what they were incentivized to do. The problem was those interests weren"t aligned." This profound observation explains why smart people make catastrophic decisions collectively and offers a framework for creating systems where individual interests serve shared goals. The conversation takes an unexpectedly holistic turn as Rob shares his personal well-being assessment framework spanning mental health, physical fitness, community service, relationships, and spirituality. His candid ratings on each dimension reveal how a successful investor maintains balance while navigating high-stakes ventures. His no-nonsense approach to physical health—"eat clean food, prioritize sleep, and just move"—cuts through the noise of complex wellness trends. Perhaps most valuable is Rob"s practical advice for navigating today"s investment landscape. He distinguishes between fleeting fads and sustainable trends, offering a "gold rush" strategy that"s particularly relevant in the AI boom: "Don"t bet on which prospector will strike gold—sell the shovels." This infrastructure-focused approach provides a steadier path to returns in rapidly evolving markets. Whether you"re just starting to think beyond your 401k or looking to refine your investment philosophy, Rob"s measured wisdom provides a refreshing alternative to the get-rich-quick schemes flooding social media. Connect with Rob at cisventures.net and start building wealth that gives you what matters most—options. How to reach Rob: Linkedin: https://www.linkedin.com/in/rlevin?trk=public_post_feed-actor-name To Reach Jordan: Email: Jordan@Edwards.Consulting Youtube:https://www.youtube.com/channel/UC9ejFXH1_BjdnxG4J8u93Zw Facebook: https://www.facebook.com/jordan.edwards.7503 Instagram: https://www.instagram.com/jordanfedwards/ Linkedin: https://www.linkedin.com/in/jordanedwards5/ Hope you find value in this. If so please provide a 5-star and drop a review. Complimentary Edwards Consulting Session: https://calendly.com/jordan-555/intro-call