The Alternative Investing Advantage

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Get off Wall Street and explore the wide world of alternative investments for your IRA. Take control and give yourself the freedom to choose the assets for your retirement plan—assets like real estate, cryptocurrency, private placements, and much more. Ou

Advanta IRA


    • May 13, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 48m AVG DURATION
    • 162 EPISODES


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    Latest episodes from The Alternative Investing Advantage

    Episode 162: Exploring the Evolution of Private Equity and Credit with Mark Flickinger

    Play Episode Listen Later May 13, 2025 59:40


    In this episode of the AIA podcast, host Alex Perny welcomes Mark Flickinger, General Partner and COO of BIP Capital, to discuss the private credit market and its opportunities for entrepreneurs who need capital to keep their businesses going.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Mark Flickinger:https://www.linkedin.com/in/mark-flickinger-24295538/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 161: Smart Strategies for the Short-Term Rental Market with Lamè Kinikini

    Play Episode Listen Later May 6, 2025 54:24


    In this episode of the AIA podcast, host Alex Perny welcomes Lamè Kinikini, the founder and CEO of Elk Ridge Management, to discuss the short-term rental market, particularly in Florida and other vacation destinations.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Lamè Kinikini:https://www.linkedin.com/in/hailamekinikini/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 160: Navigating the Precious Metals Market with Brandon Thor

    Play Episode Listen Later Apr 29, 2025 48:03


    In this episode of the AIA podcast, host Alex Perny welcomes Brandon Thor, the CEO of Thor Metals Group, to discuss the value of precious metals like gold, silver, platinum, and palladium.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest Brandon Thor: https://www.linkedin.com/in/brandonthor/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 159: A Look at Mobile Home Investing with Allen Lomax

    Play Episode Listen Later Apr 22, 2025 59:34


    In this episode of the AIA podcast, host Alex Perny welcomes Dr. Allen Lomax, the CEO and founder of Steed Talker Capital, to discuss the lucrative mobile home investment market.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest Allen Lomax: https://www.linkedin.com/in/allenlomax/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 158: Understanding Endowment Style Portfolio Management with Whitestone Wealth Management

    Play Episode Listen Later Apr 15, 2025 57:19


    In this episode of the AIA podcast, host Alex Perny welcomes Scott Langham and Patrick Lynch, two co-founders of Whitestone Financial Group to discuss the concept of endowment investing.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest Scott Langham: https://whitestonewm.com/about/scott-j-langham/Learn more about our guest Patrick Lynch:https://whitestonewm.com/about/patrick-j-lynch-iii/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 157: Investment Strategies in Emerging Markets with Kevin Carter

    Play Episode Listen Later Apr 8, 2025 55:44


    In this episode of the AIA podcast, host Alex Perny welcomes Kevin Carter, CIO and founder of EMQQ Global to discuss potential investment opportunities in emerging markets across the worldSubscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest Kevin Carter: https://www.emqqglobal.com/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 156: Understanding the Investment Landscape of Rara Earth Minerals with Anthony Milewski

    Play Episode Listen Later Apr 1, 2025 51:56


    In this episode of the AIA podcast, host Alex Perny welcomes Anthony Milewski, CEO and founder of The Oregon Group to discuss the impact of rare earth minerals in our lives and how they can be used as investments.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest Anthony Milewski: https://theoregongroup.com/author/anthonymilewski/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 155: The Impact of Inflation on Real Estate Investors with Bronson Hill

    Play Episode Listen Later Mar 25, 2025 52:09


    In this episode of the AIA podcast, host Alex Perny welcomes Bronson Hill, CEO and founder of Bronson Equity for a discussion on the impact of inflation on real estate investorsSubscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest Bronson Hill: https://bronsonequity.com/home-bronson-equity/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 154: Real Estate Investing Through the Lens of a Property Manager with Michael Drew

    Play Episode Listen Later Mar 18, 2025 55:56


    In this episode of the AIA podcast, host Alex Perny welcomes Michael Drew of Real Estate Done 4 U for a discussion on real estate investing and its potential as a vehicle for financial goals.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest Michael Drew: http://realestatedone4u.com/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 153: Navigating Tax Issues and IRS Interactions with Stephen Weisberg

    Play Episode Listen Later Mar 11, 2025 49:05


    In this episode of the AIA podcast, host Alex Perny welcomes Stephen Weisberg, the founder of The W Tax Group, for a discussion on navigating tax issues and IRS interactions.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest Stephen Weisberg: https://www.weisberg.tax/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 152: Understanding Retail Real Estate with Cameron Hastings

    Play Episode Listen Later Mar 4, 2025 56:33


    In this episode of the AIA podcast, host Alex Perny welcomes Cameron Hastings, Principal of Landtheory and Director of Selene Brighthouse, for a discussion on understanding the retail real estate market.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest Cameron Hastings: https://www.linkedin.com/in/cameron-hastings-landtheory/ Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 151: Investment Strategies for Annuities with Steven Step

    Play Episode Listen Later Feb 25, 2025 56:32


    In this episode of the AIA podcast, host Alex Perny welcomes Steven Step of A Step Ahead Financial for a discussion on understanding investment strategies with annuities.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest Steven Step: https://www.linkedin.com/in/stevenstep/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 150: Understanding Options Trading for Investors with Jason DeLorenzo

    Play Episode Listen Later Feb 18, 2025 56:19


    In this episode of the AIA podcast, host Alex Perny welcomes Jason DeLorenzo of Volland for a discussion on understanding options trading for investors.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest Jason DeLorenzo:https://www.wizofops.com/about.html Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 149: How the New BOI Reporting Requirement Impacts Your Business with Scott Maurer

    Play Episode Listen Later Feb 11, 2025 28:24


    In this episode of the AIA podcast, host Alex Perny welcomes Scott Maurer of Advanta IRA for a discussion on how the new BOI reporting requirement impacts your business.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 148: The Benefits of Private Equity Investments with Amir Baluch

    Play Episode Listen Later Feb 4, 2025 52:42


    In this episode of the AIA podcast, hostAlex PernywelcomesAmir Baluch of Baluch Capital for a discussion on the benefits of private equity investments. Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest, Amir Baluch:https://www.baluchcapital.com/about-us/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 147: Strategies for Starting a Franchise with Greg Mohr

    Play Episode Listen Later Jan 28, 2025 52:44


    In this episode of the AIA podcast, hostAlex PernywelcomesGreg Mohr of Franchise Maven, for a discussion on strategies for starting a franchise.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest, Greg Mohr:https://www.linkedin.com/in/gregorykmohr/The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 146: Navigating Investment Suitability with John De Goey

    Play Episode Listen Later Jan 22, 2025 53:40


    In this episode of the AIA podcast, host Alex Perny welcomes John De Goey for a discussion on investment suitability. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, John De Goey: https://www.linkedin.com/in/johndegoey/ Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-ira https://www.linkedin.com/company/Advanta-IRA/ https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 145: A Look at Fractional Ownership in Real Estate with Chris Gerardi

    Play Episode Listen Later Jan 15, 2025 51:48


    In this episode of the AIA podcast, host Alex Perny welcomes Chris Gerardi, Founder and CEO of Realbricks, for a discussion on fractional investing. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Chris Gerardi: https://www.linkedin.com/in/chris-gerardi-907779215/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 144: Interest Rates & Their Impact on Real Estate with Tim Donovan

    Play Episode Listen Later Jan 8, 2025 55:21


    In this episode of the AIA podcast, host Alex Perny welcomes Tim Donovan, Managing Director of Midloch Investment Partners, for a discussion on the current interest rates and their impact on real estate. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Tim Donovan: https://www.linkedin.com/in/tim-donovan-0b3b6ba3/

    Episode 143: Operational Challenges in Self-Storage Investments with Jacob Vanderslice

    Play Episode Listen Later Dec 18, 2024 57:26


    In this episode of the AIA podcast, host Alex Perny welcomes Jacob Vanderslice of VanWest Partners, for a discussion on the types of operational challenges you can face in self-storage investments. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Jacob Vanderslice:https://www.linkedin.com/in/jacob-vanderslice-02905b16b/ Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-ira https://www.linkedin.com/company/Advanta-IRA/ https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/ #financialtips #financialeducation #financialconcepts #businesstips #belize #belizerealestate #investingstrategies #investors #financialplanning #wealthbuilding #investingforbeginners #investmentplanning #podcasting #podcast #investingpodcast #financialpodcast #selfdirectedira #sdira

    Episode 142: Exploring Investment Opportunities in Belize with Sara Jung

    Play Episode Listen Later Dec 9, 2024 53:56


    In this episode of the AIA podcast, host Alex Perny welcomes expert real estate investor Sara Jung for a discussion on unique investment opportunities in Belize. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Sara Jung: https://www.linkedin.com/in/sarajunginvestor/ #investing #investments #financial #podcast

    Episode 141: Breaking Down Financial Concepts with Kevin Davis

    Play Episode Listen Later Dec 4, 2024 48:38


    In this episode of the AIA podcast, host Alex Perny welcomes Kevin Davis of Investment Dojo for a discussion on beneficial financial concepts. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Kevin Davis: https://www.instagram.com/therealkyze/?hl=en Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-ira https://www.linkedin.com/company/Advanta-IRA/ https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/

    Episode 140: Understanding Fees & Financial Structures in Investments with Bishoy Habib

    Play Episode Listen Later Nov 20, 2024 52:32


    In this episode of the AIA podcast, host Alex Perny welcomes Bishoy Habib of Levacy Legal for a discussion on understanding the different fees and financial structures in investments. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-ira https://www.linkedin.com/company/Advanta-IRA/ https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 139: Mastering Short-Term Rental Investments with Anne Gannon

    Play Episode Listen Later Nov 13, 2024 58:13


    In this episode of the AIA podcast, host Alex Perny welcomes Anne Gannon of The Largo Group for a discussion on mastering the art of short-term rental investments. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Anne Gannon: https://www.linkedin.com/in/anne-gannon-529107148/

    Episode 138: Introduction to Artificial Intelligence in Real Estate with Gabe Bar

    Play Episode Listen Later Nov 6, 2024 41:38


    In this episode of the AIA podcast, host Alex Perny welcomes Gabe Bar of DealEstate.AI for a discussion on the use of artificial intelligence in the real estate market. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Gabe Bar: https://www.linkedin.com/in/gabi-bar/ Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-ira https://www.linkedin.com/company/Advanta-IRA/ https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #investing #podcast #financial #realestate #invest

    Episode 137: A Peek into Commercial Real Estate Options with Darin Davis

    Play Episode Listen Later Oct 30, 2024 39:51


    In this episode of the AIA podcast, host Alex Perny welcomes the Principal of Club Capital, Darin Davis, for an informational discussion on the commercial real estate market and various financing options. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Darin Davis: https://www.linkedin.com/in/davisdarin/

    Episode 136: Exploring the Precious Metals Market with Jonathan Awde

    Play Episode Listen Later Oct 23, 2024 49:15


    In this episode of the AIA podcast, host Alex Perny welcomes the President and CEO of Dakota Gold Corporation, Jonathan Awde, for a discussion on the current precious metals market. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Jonathan Awde: https://www.linkedin.com/in/jonathan-awde-bb5669162/?originalSubdomain=ca The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #investing #podcast #financial #preciousmetals #invest

    Episode 135: Transitioning from Buying Properties to Focusing on Lending with Eric Boshart & Steven Hamner

    Play Episode Listen Later Oct 16, 2024 57:44


    In this episode of the AIA podcast, host Alex Perny welcomes the co-founders of Parellel Lending, Eric Boshart and Steven Hamner, for an in-depth discussion on transitioning from buying real estate to lending. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-ira https://www.linkedin.com/company/Advanta-IRA/ https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #investing #podcast #financial #realestate #invest

    Episode 134: A Look into the Growing RV Industry with Benjamin Spiegel

    Play Episode Listen Later Oct 2, 2024 52:10


    In this episode of the AIA podcast, host Alex Perny welcomes Benjamin Spiegel of Redwood Capital for a discussion on the growing RV industry. Benjamin covers different financing options, exit strategies, and investment strategies. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-ira https://www.linkedin.com/company/Advanta-IRA/ https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 133: Converting Old Buildings into Self-Storage Facilities with Casper Bahlmann

    Play Episode Listen Later Sep 25, 2024 47:21


    In this episode of the AIA podcast, host Alex Perny welcomes Casper Bahlmann, the CEO of Bahlmann Group, for a discussion on converting existing properties into self-storage facilities. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-ira https://www.linkedin.com/company/Advanta-IRA/ https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #investing #podcast #financial #realestate #invest

    Episode 132: The Impact of Blockchain & Digital Assets with Emmanuel Daniel

    Play Episode Listen Later Sep 18, 2024 43:36


    In this episode of the AIA podcast, host Alex Perny welcomes financial expert Emmanuel Daniel for a discussion on the impact of blockchain and digital assets. Emmanuel also touches on the tokenization of deposits and stable coins. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-ira https://www.linkedin.com/company/Advanta-IRA/ https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #investing #podcast #financial #crypto #cryptocurrency #blockchain #invest

    Episode 131: Exploring Bridge Debt & Value-Add Projects with Cory Johnson

    Play Episode Listen Later Sep 11, 2024 46:48


    In this episode of the AIA podcast, host Alex Perny welcomes the CEO of Pender Capital, Cory Johnson, for a discussion on bridge debt and value-add projects. Cory also covers the opportunities in the increase of distressed inventory, inefficiencies of the lower middle market, and much more. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-ira https://www.linkedin.com/company/Advanta-IRA/ https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #investing #podcast #financial #realestate #invest

    Episode 130: The Changing Landscape of Commercial Real Estate with Deborah Smith

    Play Episode Listen Later Sep 4, 2024 50:46


    In this episode of the AIA podcast, host Alex Perny welcomes Deborah Smith, CEO of The CenterCap Group, for a discussion on the changing landscape of commercial real estate. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-ira https://www.linkedin.com/company/Advanta-IRA/ https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 129: The Advantages of Private Credit with Don Pelgrim

    Play Episode Listen Later Aug 28, 2024 56:35


    In this episode of the AIA podcast, host Alex Perny welcomes Don Pelgrim, CEO of AIA Securities, for a discussion on the advantages of private credit, evaluation criteria for real estate investments, and more. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-ira https://www.linkedin.com/company/Advanta-IRA/ https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 128: Navigating Challenges in the Townhome Market with Josh Green

    Play Episode Listen Later Aug 21, 2024 50:42


    In this episode of the AIA podcast, host Alex Perny welcomes Josh Green, founder of Alchemy Design + Development, for a discussion on navigating challenges in the townhome market. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-ira https://www.linkedin.com/company/Advanta-IRA/ https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 127: The Impact of Industrial Demand on Silver with Michael Arries

    Play Episode Listen Later Aug 14, 2024 51:30


    In this episode of the AIA podcast, host Alex Perny welcomes Michael Arries, a seasoned McAlvany advisor with 13 years in the precious metals industry. Together, they dive into the world of precious metals with a focus on the impact of industrial demand on silver. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Michael Arries: https://mcalvany.com/michael/ Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-ira https://www.linkedin.com/company/Advanta-IRA/ https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

    Episode 126: The Benefits of Commercial Real Estate with Denis Shapiro

    Play Episode Listen Later Aug 7, 2024 55:35


    In this episode of the AIA podcast, host Alex Perny welcomes Denis Shapiro of SIH Capital Group, for a discussion on the benefits of commercial real estate and alternative investing. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing

    Episode 125: Efficient Tax Planning & Strategies with Mark Miller

    Play Episode Listen Later Jul 31, 2024 52:05


    In this episode of the AIA podcast, host Alex Perny welcomes Mark Miller, President and CEO of Hilton Tax & Wealth Advisors, for a discussion on tax planning and strategies. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing

    Episode 124: Exploring the Dynamic Nature of the Private Market with Atish Davda

    Play Episode Listen Later Jul 24, 2024 55:00


    In this episode of the AIA podcast, host Alex Perny welcomes Atish Davda of EquityZen, for a discussion on the dynamic nature of the private market. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplanner #selfdirectedira

    Episode 123: Understanding Economic Risks & Market Impact with Brian Payne

    Play Episode Listen Later Jul 17, 2024 44:03


    In this episode of the AIA podcast, host Alex Perny welcomes Brian Payne for a discussion on current economic risks and market impact. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplanner #selfdirectedira

    Episode 122: Opportunities & Risks in the Real Estate Market with Brandon Cobb

    Play Episode Listen Later Jul 10, 2024 47:46


    In this episode of the AIA podcast, host Alex Perny welcomes Brandon Cobb for a discussion on the opportunities and risks in the real estate market. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplanner #selfdirectedira

    Episode 121: A Beginner's Guide to Tax Lien Investing with Ted Thomas

    Play Episode Listen Later Jul 3, 2024 57:01


    In this episode of the AIA podcast, host Alex Perny welcomes Ted Thomas for a discussion on tax lien investing. Ted is one of America's Leading Authority on Tax Lien Certificates and Tax Deed Auctions and has over 25 years of experience in the industry. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Ted Thomas: https://tedthomas.com/alex50 The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplanner #selfdirectedira

    Episode 120: The Importance of Diversifying Investments with Patrick Grimes

    Play Episode Listen Later Jun 26, 2024 57:07


    In this episode of the AIA podcast, host Alex Perny welcomes Patrick Grimes of Passive Investing Mastery for a discussion on the importance of diversifying investments. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Patrick Grimes: https://passiveinvestingmastery.com/ Get a free copy of Patrick's latest book: passiveinvestingmastery.com/book Use promo code at checkout: AdvantaIRA The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing

    Episode 119: Understanding E-Commerce & Its Monetary Potential with Will Basta

    Play Episode Listen Later Jun 18, 2024 54:24


    In this episode of the AIA podcast, host Alex Perny welcomes e-commerce expert Will Basta for a discussion on the basics of e-commerce and its monetary potential. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Will Basta: https://www.instagram.com/wbasta/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing

    Episode 118: The Importance of Financial Planning with Shari Rash

    Play Episode Listen Later Jun 12, 2024 50:44


    In this episode of the AIA podcast, host Alex Perny welcomes Shari Rash, Founder of Greenway Wealth Advisory, for a discussion on the importance of financial planning. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Shari Rash: https://www.linkedin.com/in/shari-rash/ Learn more about Greenway Wealth Advisory: https://www.gwawealth.com/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing #financialfreedom

    Episode 117: An Expert Take on the Corporate Transparency Act with Garrett & Ted Sutton

    Play Episode Listen Later Jun 5, 2024 46:20


    In this episode of the AIA podcast, host Alex Perny welcomes accounting experts Garrett and Ted Sutton of Corporate Direct for a discussion on the Transparency Act. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing #financialfreedom

    Episode 116: The Basics of Self-Storage Investing with Paul Beets

    Play Episode Listen Later May 29, 2024 51:55


    In this episode of the AIA podcast, host Alex Perny welcomes Paul Beets from Bigger Garage Capital for a discussion on how to invest in self-storage facilities. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing #financialfreedom

    Episode 115: A Look at Current Real Estate Market Conditions with Matt Rodak

    Play Episode Listen Later May 22, 2024 50:16


    In this episode of the AIA podcast, host Alex Perny welcomes Matt Rodak, CEO of Upright, for a discussion on the current real estate market conditions. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Matt Rodak: https://www.linkedin.com/in/mattrodak/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing #financialfreedom

    Episode 114: Exploring Alternative Investment Options with Malcolm Ethridge

    Play Episode Listen Later May 15, 2024 52:45


    In this episode of the AIA podcast, host Alex Perny welcomes financial planning expert Malcolm Ethridge for a discussion on the different types of alternative investment options. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Malcolm Ethridge: https://www.malcolmethridge.com/ Order Malcolm's new book: https://www.amazon.com/dp/1963911180/ref=sr_1_1?dib=eyJ2IjoiMSJ9.ZkwGQNj3eHQoYZ2SFoDU6aSppBUiB0TFSBYLRHnsBMg.iRgat8-gPLbN9JCaLo_qx1-JwxxWhGk8JUAaTvEUrro&dib_tag=se&qid=1713470584&refinements=p_27%3AMalcolm+Ethridge&s=books&sr=1-1&text=Malcolm+Ethridge The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing #financialfreedom

    Episode 113: What to Expect When Buying an Online Business with Jaryd Krause

    Play Episode Listen Later May 8, 2024 53:30


    In this episode of the AIA podcast, host Alex Perny welcomes Jaryd Krause for a discussion on what to expect when buying an eCommerce business. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplan #realestate #realestateinvesting #investing #financialfreedom

    Episode 112: Understanding Zoning Regulations in Single Family Property Development with Cassady Monsen

    Play Episode Listen Later May 1, 2024 45:59


    In this episode of the AIA podcast, host Alex Perny welcomes Cassady Monsen of Monsen Collins Builders for a discussion on understanding zoning regulations in single family property development with Cassady Monsen. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplan #realestate #realestateinvesting #investing #financialfreedom

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