Podcasts about kaaren

What if the biggest opportunity in real estate and entrepreneurship is hidden inside your retirement account—and no one told you? In this episode of The Rich Somers Report, Rich sits down with Kaaren Hall, founder and CEO of uDirect IRA Services, to break down how investors can unlock the $40 trillion locked inside retirement accounts using self-directed IRAs.Rich and Kaaren discuss:How to legally use your IRA or 401(k) to invest in real estate, private equity, and boutique hotelsThe difference between traditional custodians and self-directed onesWhy Wall Street doesn't want you to know about this strategyThe most common mistakes investors make when using retirement funds—and how to avoid themHow to structure your deals, fund your investments, and build long-term wealth using pre-tax dollarsKaaren shares real-life examples of clients who've rolled over retirement accounts, invested into alternative assets, and scaled their net worth—without triggering penalties or taxes. If you're sitting on old retirement accounts or just want to take back control of your money, this episode is your playbook.Join our investor waitlist and stay in the know about our next investor opportunity with Somers Capital: www.somerscapital.com/invest. Want to join our Boutique Hotel Mastermind Community? Book a free strategy call with our team: www.hotelinvesting.com. If you're committed to scaling your personal brand and achieving 7-figure success, it's time to level up with the 7 Figure Creator Mastermind Community. Book your exclusive intro call today at www.the7figurecreator.com and gain access to the strategies that will accelerate your growth.

Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over two decades of experience in real estate, mortgage lending, and property management (and especially Self-Directed IRAs) Kaaren has empowered thousands of people to take control of their retirement funds and invest in alternative assets, such as real estate, private lending, precious metals and more.Her expertise in self-directed retirement accounts has made her a sought-after speaker, and she has been a featured panelist and presenter at industry-leading conferences, including BiggerPockets' BPCON22, 23 & 24.Kaaren is also the founder of OCREIA (Orange County Real Estate Investors Association), where she fosters a vibrant community of real estate investors through education and networking since 2012. Adding to her accolades, Kaaren is now the author of the newly published Self-Directed IRA Investing: A BiggerPockets Guide, the definitive resource for investors looking to unlock the power of self-directed IRAs to build wealth. Published by BiggerPockets Publishing, this comprehensive guide combines actionable insights, real-world examples, and Kaaren's extensive industry knowledge to help investors confidently navigate the world of self-directed retirement accounts.Beyond her professional achievements, Kaaren's entrepreneurial journey has enabled her to support meaningful charitable giving, and inspire others to take control of their financial futures. She also serves on the Board of Directors for The Council on Aging Southern California as well as the board for RITA (the Retirement Industry Trust Association), where she continues to advocate for transparency and education in the retirement industry.Buy her book for $9.99 - https://store.biggerpockets.com/products/self-directed-ira-investing-a-biggerpockets-guideChapters00:00 Introduction to Self-Directed IRAs03:18 Market Trends and Investment Opportunities06:22 Karen Hall's Journey to CEO09:31 Differentiating UDirect IRA Services12:17 Understanding Self-Directed IRAs15:09 Prohibited Transactions and Compliance18:04 Checkbook Control vs. Custodian Management20:44 Navigating UBIT and UDFI Taxes23:33 Fair Market Value Requirements24:25 Understanding Fair Market Value in Self-Directed IRAs28:26 The Importance of Contributions and Retirement Planning30:13 Managing Idle Cash in Your IRA31:23 Educational Resources for Passive Investors34:26 Due Diligence for Passive Investors36:11 Bucket List Achievements and Future Aspirations37:34 Investing in Boutique Hotels38:57 Connecting with uDirect IRA40:11 outroRANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordsself-directed IRA, passive investing, UBIT, UDFI, market trends, investment strategies, retirement planning, fair market value, prohibited transactions, educational resources

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode! Today, we're joined by Kaaren Hall, a Self-Directed IRA Expert and the dynamic CEO of uDirect IRA Services and OCREIA. From her early days as a news and traffic reporter to becoming a leading voice in the self-directed IRA space, Kaaren has built an impressive legacy by helping investors take control of their retirement savings and grow wealth through alternative assets.In this empowering episode, Kaaren breaks down the ins and outs of self-directed IRAs, including how to roll over retirement funds, the rules to watch out for, and how investors are using these accounts to invest in everything from real estate to precious metals—and even Super Bowl tickets. She explains key terms like UBIT and UDFI in simple language, and why having the right team of advisors is crucial when investing through tax-advantaged accounts. You'll hear real-world stories, red flags to watch out for, and actionable tips to help you avoid costly mistakes and make smarter investment choices.If you're thinking of rolling over your retirement funds or exploring passive income through self-directed accounts, this episode is packed with golden insights from one of the industry's best. Tune in now to level up your investment strategy and protect your future wealth.YT TIMESTAMPS00:52 – Guest intro: Kaaren Hall02:01 – What is a self-directed IRA?03:48 – How Kaaren started uDirect IRA in 200905:52 – Why most people don't know about alternative investments07:29 – Vetting sponsors and avoiding fraud in syndications09:57 – How capital calls and rate hikes affected IRA investors12:00 – Borrowing from your retirement account (401k vs IRA)14:14 – Uncommon investments (like flipping Super Bowl tickets!)16:47 – Red flags in self-dealing and wholesaling inside an IRA18:14 – What savvy investors do differently19:45 – UBIT, UDFI, and how leveraged deals trigger IRA taxes21:54 – Why having a strong advisory team is essential24:03 – Final tip: Education before actionANCHOR TIMESTAMPS01:28 – Guest Intro: Kaaren Hall02:37 – What Is a Self-Directed IRA?04:24 – How Kaaren Started uDirect IRA in 200906:28 – Why Most People Don't Know About Alternative Investments08:05 – Vetting Sponsors and Avoiding Fraud in Syndications10:33 – How Capital Calls and Rate Hikes Affected IRA Investors12:36 – Borrowing from Your Retirement Account (401k vs IRA)14:50 – Uncommon Investments (Like Flipping Super Bowl Tickets!)17:23 – Red Flags in Self-Dealing and Wholesaling Inside an IRA18:50 – What Savvy Investors Do Differently20:21 – UBIT, UDFI, and How Leveraged Deals Trigger IRA Taxes22:30 – Why Having a Strong Advisory Team Is Essential24:39 – Final Tip: Education Before ActionConnect with the Guest:Website: https://udirectira.com/https://www.ocreia.com/Linkedin: https://www.linkedin.com/in/kaarenhall/Facebook: https://www.facebook.com/kaaren.hall/#SelfDirectedIRA #AlternativeInvesting #RealEstateTaxStrategy #PassiveIncome #RetirementPlanning

In this conversation, Kaaren discusses the intricacies of self-directed IRAs, including their benefits, common mistakes, and alternative investment opportunities. She shares insights from her experience as the CEO of UDirect IRA Services, emphasizing the importance of saving for retirement and the impact of IRS regulations. Karin also highlights practical steps for securing financial futures and shares success stories of individuals who have effectively utilized self-directed IRAs. The discussion touches on community outreach and the importance of planning for retirement.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

About the Guest: Kaaren Watts is a behavioral scientist with a significant background in researching eating disorders. Her personal experience with anorexia nervosa has not only inspired her to explore the depth of this subject matter academically but also professionally. Watts has turned her struggles into academic excellence by authoring a PhD centered around the psychological reactions to body image stimuli in media, focusing on its effects on young women's body satisfaction. She is presently celebrated for her courage in candidly discussing her own eating disorder battle, aiming to promote hope and reduce stigma about mental health. Key Takeaways: Eating disorders can occur at any age, including for women over 40, and are often exacerbated by factors like social media influence and societal pressures. Anorexia nervosa and other eating disorders have serious mental, emotional, and physical health consequences, but recovery is possible with appropriate treatment. Seeking treatment involves engaging with a multidisciplinary team of health professionals, and early intervention can significantly enhance the recovery process. The pervasive nature of diet culture and media portrayal of ideal body images plays a critical role in the development of body dissatisfaction and subsequent eating disorders. The Butterfly Foundation offers valuable resources for those affected by eating disorders, including a support hotline and access to professional help. Notable Quotes: "The incidence of eating disorders is on the rise and includes among women in our 40 plus fabulous demographic." "I liken it to being in a vice… the eating disorder also constrains you, it binds you." "It is absolutely possible to recover from an eating disorder. Life is a God-given gift and it's worth seizing the opportunity to recover." "I've grieved enormously this year for missed opportunities… But it's never too late to seek help." "Diet culture in Australia is rife in the media, and even amongst ourselves, we have all these unhelpful ways of talking about food." Resources: Butterfly Foundation: Offers crucial support for individuals dealing with eating disorders. They have a helpline available at 1800 34 673, operational from 8 AM to midnight, Australia Eastern Standard Time. More details can be found on their official website. Click here to contact Janet & Amelia or ask them a question or click here to contact the She Wasn't Born Yesterday team! She Wasn’t Born Yesterday, hosted by Janet Evans, a senior advertising creative and Dr Amelia Haines, a sexual and relationship therapist, who have written Australia’s first book on empty nest syndrome called Empty Next. Visit Empty Nest Chicks for more resources, click here for their book, or join the discussion on Facebook. Listen to more from our Hope Podcasts collection at hopepodcasts.com.au. And send the team a message via Hope 103.2’s app, Facebook or Instagram.Support the show, a product of Hope Media: https://hope1032.com.au/donate/2211A-pod/See omnystudio.com/listener for privacy information.

We are live from #MWC25 (Mobile World Congress 2025), direct from the Expo floor, with a limited series of episodes talking to leaders from across the industry on themes of the conference, as well as filling in on all of the news and gossip.On the second day of the conference, Dave, Esmee, and Rob had very exciting conversations about AI trends with:Chris Penrose, Global VP for Business Development for Telcos at NVIDIAKaaren Hilsen, Head of AI Factory at TelenorTLDR:00:37: Evaluation of day 1 and expectations of day 2 - it's all about AI and the future6:03: Conversation with Chris Penrose about NVIDIA partnerships and trends42:25: Conversation with Kaaren Hilsen about setting up the AI factory1:11:20 Reflections on day 2 by the teamGuestChris Penrose: https://www.linkedin.com/in/chris-penrose-7742441/Kaaren Hilsen: https://www.linkedin.com/in/kaarenhilsen/HostsDave Chapman: https://www.linkedin.com/in/chapmandr/Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/ProductionMarcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman: https://www.linkedin.com/in/chapmandr/SoundBen Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:  https://www.linkedin.com/in/louis-corbett-087250264/'Cloud Realities' is an original podcast from Capgemini

Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over 20 years of experience in real estate, mortgage lending, and self-directed retirement accounts, she has helped thousands take control of their retirement funds by investing in alternative assets like real estate, private lending, and precious metals. A sought-after speaker, Kaaren has shared her expertise at top industry conferences, including BiggerPockets' BPCON22, 23 & 24.In addition to leading uDirect IRA Services, Kaaren founded the Orange County Real Estate Investors Association (OCREIA) in 2012, fostering education and networking among investors. She is also the author of Self-Directed IRA Investing: A BiggerPockets Guide, a comprehensive resource for investors looking to build wealth through self-directed IRAs. Passionate about financial education and advocacy, she serves on the boards of The Council on Aging Southern California and the Retirement Industry Trust Association (RITA), promoting transparency in the retirement industry.Take control of your future and discover a powerful retirement secret for real estate investors: Self- directed IRAsSelf-Directed IRA Investing: A BiggerPockets Guide with Kaaren Hall. Get it HEREIn this episode:How Self-Directed IRAs empower investors beyond traditional retirement accounts.Self-Directed IRAs vs. 401(k): Key Differences – What sets them apart and which is best for your financial goals. Managing Real Estate in a Self-Directed IRA – Strategies, tax advantages, and potential pitfalls.The Legal Framework for Self-Directed IRAs – What assets qualify and how to stay compliant.Mistakes Investors Make with Self-Directed IRAs. How the SECURE Act 1.0 & 2.0 Affects Retirement Accounts.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over 20 years of experience in real estate, mortgage lending, and self-directed retirement accounts, she has helped thousands take control of their retirement funds by investing in alternative assets like real estate, private lending, and precious metals. A sought-after speaker, Kaaren has shared her expertise at top industry conferences, including BiggerPockets' BPCON22, 23 & 24.In addition to leading uDirect IRA Services, Kaaren founded the Orange County Real Estate Investors Association (OCREIA) in 2012, fostering education and networking among investors. She is also the author of Self-Directed IRA Investing: A BiggerPockets Guide, a comprehensive resource for investors looking to build wealth through self-directed IRAs. Passionate about financial education and advocacy, she serves on the boards of The Council on Aging Southern California and the Retirement Industry Trust Association (RITA), promoting transparency in the retirement industry.Take control of your future and discover a powerful retirement secret for real estate investors: Self- directed IRAsSelf-Directed IRA Investing: A BiggerPockets Guide with Kaaren Hall. Get it HEREIn this episode:Craig welcomes Kaaren Hall, CEO of uDirect IRA Services LLC From radio to real estate, how managing an apartment building led to a thriving career.Launching uDirect IRA Services – Kaaren's path to founding a leading self-directed IRA company.Partnering with The Norris Group – Her long-standing collaboration with Bruce and Aaron Norris and their shared impact.Aaron Norris' Influence – how Aaron played a key role in uDirect IRA Services' success.How OCEREIA supports the local community.Self-Directed IRAs Explained – Key benefits and how they empower investors.Understanding regulations for smarter investing.How self-directed IRAs shape long-term wealth strategies.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

How can you use your retirement accounts to reach FIRE faster? We've talked a lot about the “middle-class trap”—having too much of your net worth trapped in your retirement accounts and home equity—and we may have the secret weapon to help you escape it. Not only that, this strategy allows you to keep more of what you earn, take control of your investments, and build a (relatively) passive real estate portfolio while you get closer and closer to FIRE. Of course, we're talking about self-directed IRAs and Kaaren Hall's new book, Self-Directed IRA Investing: A BiggerPockets Guide (use code “SDIRA10” for 10% off)!  Never heard of them? Self-directed IRAs (SDIRAs) are retirement accounts that give you more control over what you invest in. So, instead of just stocks and bonds, you can use your retirement funds to buy rental properties, become a passive private money lender, and invest in real estate syndications. These investments can often get higher returns than stock market averages, helping you reach your retirement goals faster! So, how do you use it to escape the middle-class trap? Today, Kaaren shares some of the often overlooked strategies to withdraw early from your self-directed IRA so you can FIRE in your forties or fifties instead of waiting until your sixties! In This Episode We Cover Self-directed IRAs explained, plus why they're a “secret weapon” for retirement Self-directed IRAs vs. traditional IRAs and what you can invest in with each Escaping the “middle-class trap” with early withdrawal strategies for retirement accounts Completely passive real estate investments you can put inside your self-directed IRA How to turn your old employer-sponsored retirement account into a self-directed IRA And So Much More! Links from the Show Mindy on BiggerPockets Scott on BiggerPockets Listen to All Your Favorite BiggerPockets Podcasts in One Place Join BiggerPockets for FREE Email Mindy: Mindy@biggerpockets.com Email Scott: Scott@biggerpockets.com BiggerPockets Money Facebook Group uDirect IRA Get fast, affordable landlord insurance with Steadily BiggerPockets Money Listeners Get 10% Off the Book with Code “SDIRA10” Property Manager Finder Finance Friday: How the “Middle-Class Trap” Stops Your Early Retirement Connect with Kaaren (00:00) Intro (01:23) Self-Directed IRAs Explained (05:49) Buy Real Estate with Retirement Accounts! (10:37) Opening a Self-Directed IRA (13:55) Escaping the Middle-Class Trap (17:41) Real Estate IRA Rules (20:52) Best Alternative Investments (23:56) 401(k) vs. IRA and Minimum Distributions (27:57) Withdraw from Your IRA for FIRE! (34:49) Self-Directed HSAs! (Timestamp) (36:59) When to Use a Self-Directed IRA (41:48) 403(b)s and TSPs (43:20) BIG Changes! (48:20) Grab the Book! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-603 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Leadership is at the heart of every Title IX coordinator's role, making it essential to have a clear vision. This episode, the first in a series on leadership, revisits a past conversation with Dr. Kaaren Williamsen, Director of the Prevention Education, Assistance & Resources (PEAR) unit within the Equity, Civil Rights, and Title IX Office at the University of Michigan. In this insightful discussion, Kaaren offers valuable guidance for Title IX coordinators as they lead efforts on campuses and in districts. She also shares strategies for incorporating restorative justice practices into their work, distinguishing restorative intervention from mediation, and encouraging a broader perspective that prioritizes responsibility. This approach moves beyond simply addressing policy violations to genuinely meeting human needs. Join us as we explore these topics and more. Key Points From This Episode: The content of this episode: a replay of a past conversation with the highly experienced Dr. Kaaren Williamsen.  Her professional journey which began at Carlton College. What her role at the University of Michigan's Sexual Assault Prevention and Awareness Center.  Understanding the shared responsibility of creating safe spaces on campus.  Two elements to Kaaren's concept of restorative justice.  How restorative justice can be incorporated into a formal grievance process.  Adapting to specific needs for justice and accountability on a case-by-case basis.  How choosing a restorative approach empowers Title IX workers. Reframing an understanding of the processes and their purpose.  Embracing a bigger vision for how to do this work.  Why every Title IX role is a leadership role.  How the entry point to restorative justice in the context of sexual misconduct differs from a mediation process. The danger of over-emphasizing reporting.  Going beyond addressing a policy violation to address human needs. Unpacking the ‘both and' approach.  Links Mentioned in Today's Episode: Dr. Kaaren WilliamsenDr. Kaaren Williamsen on ResearchGate Dr. Kaaren Williamsen on LinkedIn Sexual Assault Prevention and Awareness Center Campus PRISM Report Parallel Justice  University of Michigan ICS Lawyer Higher Ed Community Access K-12 Community Access Higher Ed Virtual Certified IX Training K-12 Virtual Certified Title IX Training ICS Blog Courtney Bullard on X  Learn about Becoming a Community Partner

uDirect IRA: Empowering Rent To Retirement Investors with Self-Directed Wealth Solutions https://udirectira.com/rent-to-retirement

uDirect IRA: Empowering Rent To Retirement Investors with Self-Directed Wealth Solutions https://udirectira.com/rent-to-retirement

This is our 50th episode, and we are beyond excited to have Kaaren Hall back for this special episode! Kaaren is a leading expert in self-directed IRAs and alternative investments.If you want to diversify your portfolio and boost your retirement strategy, this episode is packed with insights you can't afford to skip.Let's dive in.

In this episode, we talk with Kaaren Oldfield, a visionary who helped save 40,000 acres of land around Chicago. Through her strategic thinking, collaboration with local communities, and relentless passion for conservation, Kaaren spearheaded efforts to protect vast green spaces, ensuring cleaner air, reduced flooding, and better property values for generations to come. See how one woman's determination turned a vision into reality and learn how similar initiatives could benefit your community. Chapters 00:00 – Intro & Welcome 04:13 – Why Green Spaces Matter 05:57 – Chicago's Urban Planning and Green Spaces 08:55 – Community Efforts for Green Space Preservation 12:24 – Strategic Thinking and Voter Support 14:24 – The Long-Term Impact of Green Spaces 20:52 – Kaaren's Origin Story 27:43 – Running a Campaign for Green Spaces 32:00 – Break 34:24 – Building a Kitchen Cabinet for Success 38:45 – Developers and Green Space 50:25 – Final Thoughts and Contact Information 54:25 – Closing

      Listen in as Erin and Kaaren discuss: From a radio announcer, to the mortgage industry and into self-directed IRAs where Kaaren could transfer all her past experience How to get a self-directed IRA… from funding to the importance of due diligence The one requirement in order to qualify for a self-directed IRA Rolling over a 401k assets to a self-directed IRA The difference between IRAs and self-directed IRAs, including in the alternative asset space How self-directed IRAs has the ability to compound faster with less fees than traditional IRAs Different types of alternative asset classes that can be held in self-directed IRAs Who your self-directed IRA can't invest in… a.k.a. Disavowed people and prohibited transactions How one person used his self-directed Roth account to purchase Super Bowl tickets … and much more! About Kaaren Hall, CEO uDirect IRA Services, LLC and OCREIA Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com. Kaaren is also CEO/Founder of OCREIA – the Orange County Real Estate Investors Association. Founded in 2012, OCREIA has over 3,000 members. The group offers real estate investing education for all levels of investors on a large variety of real estate investing topics. Learn more at OCREIA.com How to Connect With Kaaren Website: https://udirectira.com/ YouTube: https://www.youtube.com/channel/UCWAycexbDjYjHh8R8goug0A LinkedIn: https://www.linkedin.com/company/851967 Facebook: https://www.facebook.com/uDirectIRA/ Instagram: https://www.instagram.com/udirectiraservices/ Twitter: https://twitter.com/uDirectIRA

We are living in an era where customer experience is paramount, and the role of design in shaping that experience cannot be overstated. Joining us today to explore this concept as well as how an organization operationalizes a seamless end-to-end customer experience, is Kaaren Hanson, Chief Design Officer at Chase. Resources Listen to The Agile Brand without the ads. Learn more here: https://bit.ly/3ymf7hd Headed to MAICON 24 - the premier marketing and AI conference? Use our discount code AGILE150 for $150 off your registration code. Register here: http://tinyurl.com/5jpwhycv Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

We are living in an era where customer experience is paramount, and the role of design in shaping that experience cannot be overstated. Joining us today to explore this concept as well as how an organization operationalizes a seamless end-to-end customer experience, is Kaaren Hanson, Chief Design Officer at Chase. Resources Listen to The Agile Brand without the ads. Learn more here: https://bit.ly/3ymf7hd Headed to MAICON 24 - the premier marketing and AI conference? Use our discount code AGILE150 for $150 off your registration code. Register here: http://tinyurl.com/5jpwhycv Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Please join our host, Attorney Kim Lisa Taylor, while she explores the intricacies of allowing self-directed IRA investors in your Syndicate. Our special guest is our friend, Kaaren Hall of UDirect IRA. Kaaren is a thought leader in the self-directed IRA space, on both the marketing and legislative fronts. We also ask her to share some of her marketing secrets (so you can use them to meet your own investors), as she is one of the most effective marketers we know.Episode at a glance:The difference between a retirement account and a self-directed IRAThe benefits of investing with an IRARed flags that could prevent a custodian from releasing an investor's funds to a SyndicateWhat is UBIT and how does it affect an IRA Investor?

Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to this episode featuring Kaaren Hall, a Self-Directed IRA Expert and CEO at uDirect IRA Services, and OCREIA. Having navigated through recessions and market collapses, Kaaren's journey from being an on-air news and traffic reporter to founding uDirect IRA Services is nothing short of inspiring. She has harnessed her expertise in mortgage banking, real estate, and property management to pioneer in the realm of self-directed IRAs, tapping into an overlooked market for both her skills and investors alike. In this enlightening episode, Kaaren delves into the intricacies of self-directed IRAs, providing invaluable insights into alternative retirement investment options and shedding light on changes and challenges within the financial industry. With her signature passion for education, Kaaren shares investment strategies tailored to the current market landscape, emphasizing the unique opportunities available for self-directed IRAs. Join us as Kaaren discusses the power of learning and community in investing, and unveils a plethora of investment options from real estate to startups. Through webinars, YouTube videos, live events, social media, and her free weekly newsletter, Kaaren continues to demystify self-directed IRAs, empowering tens-of-thousands of investors and professionals to take control of their financial futures. Tune in now! Be empowered, and learn about Kaaren's roadmap to financial freedom and prosperity! TIMESTAMPS 00:48 - Guest Introduction: Kaaren Hall 04:38 - Insights on self-directed IRAs and retirement accounts 05:40 - Exploring alternative retirement investment options 11:16 - Changes and challenges in the financial industry 18:17 - Investment strategies and considerations for the current market 22:01 - Unique investment options for self-directed IRAs 25:53 - The power of learning and community in investing Connecting with the Guest: Website: https://udirectira.com/ https://www.ocreia.com/ Linkedin: https://www.linkedin.com/in/kaarenhall/ Facebook: https://www.facebook.com/kaaren.hall/ #SelfDirectedIRAs #IndividualRetirementAccounts #AlternativeInvestments

Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com.   What You Will Learn: Who is Kaaren E Hall? What led her way to self-directed IRAs? Kareen shared when she founded the company, uDirect IRA. What is an IRA? Who is Gerald Ford? IRA can invest usually through private equity into different kinds of real estate projects. What are prohibited transactions? What are the rules of self-directing? Kaaren shares how everyone can contact him. Additional Resources from Kaaren E Hall: Website:https://udirectira.com/ Phone: +1 (949) 293-6267 Email: khall@uDirectIRA.com LinkedIn: https://www.linkedin.com/company/851967, https://www.linkedin.com/groups/137760/ Facebook: https://www.facebook.com/uDirectIRA Twitter: https://twitter.com/uDirectIRA Instagram: https://www.instagram.com/udirectiraservices/ YouTube: https://www.youtube.com/c/uDirectIRA Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

"It's not passive, it's your asset and it's your money so you don't just sit back and hope someone else is taking care of your money because no one cares about your money like you do." -Kaaren Hall    Today I am interviewing Kaaren Hall who is the founder of uDirect IRA Services. uDirect helps thousands of people self direct their IRA's into private equity investments such as real estate, notes, performing & non performing debt, crowdfunding and more. Assisting people with taking their retirement out of wall street and into private equity, Kaaren opened uDirect IRA in 2009, just a year after the 2008 downturn. She has presented at many local meetings including my FIBI Pasadena meeting numerous times as well as been a previous guest on my show.    Kaaren Hall: Prior to her career in IRA services and investing, Kaaren was a radio host and a news and on air traffic reporter. She then began working in the banking and real estate industry before taking a leap and beginning her own practice in Southern California. Understanding the importance of retirement and the power of taking care of your own financial freedom, uDirect IRA specializes in helping people create their own future in which they have full control over their retirement and financial freedom.    TOPICS COVERED IN THE EPISODE   Being a woman in a male dominated industry  What are we responsible for  The importance of a morning routine  Inner determination  How do we build discipline  What you can and cannot do with a self directed IRA How do we make this process simple  Learn the rules of the game  New changes in the IRA industry  What is a 529 plan  What is a sep IRA How are people currently being impacted by the recession Has fraud died down  How do contribution limits impact an account What is Finra Broker Check  No one else will care about your money like you Why this is not a passive asset  The importance of multiple streams of income for retirement  What do you need to retire   Listen now and find out how Kaaren found her Real Estate Breakthrough!   The Real Estate Breakthrough Show with Christina Suter is where we talk about the reality of real estate, the mindset you need and the tips and tricks to get you moving forward in investing. Join us every other week and learn everything you need to know to invest in real estate on Youtube, iTunes, Spotify, and more. You can watch Kaaren's interview on Youtube here.    Find out more about Kaaren here:    Website uDirectIRA.com Email info@udirectira.com

With the mental health system not being able to support many New Zealanders' mental health needs, experts have proposed alternatives to expensive treatments. One such alternative is group therapy, which experts have said has many benefits, including an increased sense of community between participants, and decreased costs for treatment.  Olivia spoke to public health physician and Senior Lecturer at the University of Canterbury, Dr Kaaren Mathias, about the importance of group therapy, and where the public can go to access these services.

EPISODE SUMMARY: Ever thought about investing your hard-earned cash but don't know where to start or who to trust? Fear not, as I'm joined by the incredible Miss Kaaren E Hall, an expert in safe investments and due diligence, who passionately educates us on how to protect our investments. She lays out crucial steps to assess investment prospects and offers useful resources such as the NASAA website and FINRA. Drawing insights from the book, The Ruthless Elimination of Hurry, she impressively connects its life-altering principles to the world of investing. In addition, she introduces us to platforms like AARP, an ideal place to research asset sponsors. But it's not all finance talk. We venture into a critical aspect of business – reputation and networking. Miss Hall enlightens us on the significance of a solid business reputation and the power of networking in making successful investments. She reminds us that trust-building requires time, effort, and attention to the minutest details. Our conversation reveals the potential pitfalls of investing and emphasizes the importance of asking the right questions and forming trustworthy relationships. To round off, Miss Hall narrates an eye-opening tale of a potential investor who narrowly escaped a fraudulent investment, underlining the crucial nature of her work in fraud awareness. An episode with a wealth of knowledge for anyone looking to tread the investment path safely and effectively.  KAAREN'S BIO: Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com. GET IN TOUCH WITH KAAREN: https://www.facebook.com/uDirectIRA https://twitter.com/uDirectIRA https://www.instagram.com/udirectiraservices/ https://www.linkedin.com/company/851967 https://www.youtube.com/c/uDirectIRA https://www.linkedin.com/groups/137760/ https://udirectira.com/ EPISODE CHAPTERS: (0:00:13) - Investing Safely Miss Hall shares tips on assessing investments, using The Ruthless Elimination of Hurry, and researching asset sponsors. (0:09:48) - The Importance of Reputation and Networking Miss Hall teaches constructing a successful business, researching investments, forming relationships and trust.

Päivän epistolassa puhutaan valokuvauksesta, inspiroitumisesta ja ylipäätänsä hienoista asioista. Konsta Punkan valokuvanäyttely nähtävissä Kaaren Finnfotossa (2. krs) syyskuun loppuun asti. Päivän IG-suosituksena Clyde Butcher https://www.instagram.com/clydebutcher/

Ready to Make Your Money Work Harder? Join Kaaren Hall as she unveils the ultimate guide to growing wealth through your IRA and 401K. Discover the untapped potential of your retirement funds in this eye-opening episode. Kaaren Hall, a seasoned expert with over 20 years of experience in mortgage banking, real estate, and property management, shares her journey from traditional investments to a revolutionary approach. Tune in as she unravels the myths surrounding self-directed IRAs and reveals the secrets to harnessing your 401K for real estate riches. Kaaren's insights aren't just theoretical – she's guided thousands of Americans to amass a staggering 1 billion under management using self-directed IRAs. Kaaren will be sharing exactly how you can start leveraging your 401K & IRA funds at the upcoming Passive Real Estate Wealth Virtual Summit on Sept 21 & 22.You won't want to miss her easy to implement strategies. Ready to take action? Secure your spot at www.passiverealestatewealth.com and step into a future of financial empowerment. Tune in now to gain exclusive access to Kaaren's proven techniques, learn the secrets of smart investing, and set yourself on the path to a truly prosperous future. Kaaren's Socials: Website: https://udirectira.com/ LinkedIn: https://www.linkedin.com/in/kaarenhall/

Kaaren Hall, CEO uDirect IRA Services, LLC and OCREIA Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com. Get in touch with Kaaren: https://www.facebook.com/uDirectIRA https://twitter.com/uDirectIRA https://www.instagram.com/udirectiraservices/ https://www.linkedin.com/company/851967 https://www.youtube.com/c/uDirectIRA https://udirectira.com/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/  

Kaaren Hall, CEO uDirect IRA Services, LLC and OCREIA    Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com.    In this episode, Karen and Kaaren discuss: Success Story of Kaaren Commit to Get Leads Don't limit yourself to only one way of bringing in leads. There are opportunities to get referrals that you are not tapping into.  Consult to Sell Private equity is the number one asset class for self-directed investors. Your retirement account can own a house and take out a loan. And it is not about your FICO score or how long you've been at your job.  Connect to Build and Grow Create the customer management system that works best for you and your customers.  Success Thinking, Activities and Vision Join mastermind groups that can help you to learn and grow in your role as owner of your business.  Sweet Spot of Success   "It's a best kept secret that not everybody knows about the self-directed IRA. Not only can you use it to build your retirement, but you can build your retirement while you're helping other people build their business or fund their deal."- Kaaren Hall     *5 Minute Success - Listener Giveaway* Go to https://udirectira.com/free-report/  to receive your FREE Report!     Connect with Kaaren Hall: Website: https://udirectira.com/  Email: info@udirectira.com  Facebook: https://www.facebook.com/uDirectIRA  YouTube: https://www.youtube.com/c/uDirectIRA  LinkedIn: https://www.linkedin.com/company/udirect-ira-services/  Instagram: https://www.instagram.com/udirectiraservices/    About the Podcast Join host Karen Briscoe each month to learn how you can achieve success at a higher level by investing just 5 minutes a day! Tune in to hear powerful, inspirational success stories and expert insights from entrepreneurs, business owners, industry leaders, and real estate agents that will transform your business and life. Karen shares a-ha moments that have shaped her career and discusses key concepts from her book Real Estate Success in 5 Minutes a Day: Secrets of a Top Agent Revealed.   Here's to your success in business and in life!     Connect with Karen Briscoe: Twitter: @5MinuteSuccess Facebook: 5MinuteSuccess Website: 5MinuteSuccess.com Email: Karen@5MinuteSuccess.com   5 Minute Success Links Learn more about Karen's book, Real Estate Success in 5 Minutes a Day Karen also recommends Moira Lethbridge's book "Savvy Woman in 5 Minutes a Day" Subscribe to 5 Minute Success Podcast   Spread the love and share the secrets of 5 Minute Success with your friends and colleagues!     Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Key Takeaways Alternative investments exclude collectibles like art and cars, as well as assets that involve personal use or benefit. Self-directed IRAs allow individuals to invest in various assets, such as rental properties, without directly benefiting from them or performing any related work. Short-term rentals, including Airbnb, can be included in an IRA investment, but the tax implications can be complex depending on whether the income is considered passive or active. Different types of IRAs include traditional, Roth, SEP, simple, solo 401k, and health savings accounts (HSA). Tax considerations such as UBIT and UDFI may apply to IRA investments and could result in taxes owed, but deductions can help offset the tax liability. It's important to have a cushion in your self-directed IRA to cover expenses and potential capital calls. Self-directed IRA providers like uDirectIRA make the investment process easy with dedicated transaction coordinators. Timeline [00:42] Intro to Podcast [02:20] Intro to episode guest [03:33] One word that describes Kaaren personally and professionally. [04:02] So let's talk about your history and how you started uDirect and what you guys do. [07:34] Kaaren explains what a self-directed IRA is and how people can use it. [11:16] Let's talk about the different types of IRAs. [19:55] What's your experience as a crypto administrator regarding people's investments and ATM machines? [22:17] How about depreciation? Can you talk about that a little bit? Are you allowed in your self-directed to take a depreciation? [26:15] Any other new guidelines or rules that are exciting for people that have happened or are going to happen that you know of? [30:30] What alternative investment options are available for my self-directed IRA when I don't have enough funds for contributions or rollovers, and how can I maximize returns in such situations? Contact  Phone: (866) 538-3539 Email: info@udirectira.com

Did you know you can invest in real estate using funds you've probably forgotten about? For years, you've been socking away money into your IRA or 401(k) to ensure an abundant retirement. The problem? You've only been able to invest those funds into passive investments like stocks, bonds, and mutual funds. What about the investors who want a more active income stream with bigger tax benefits, more equity upside, and plenty of cash flow? Can you use your retirement accounts to build wealth with real estate? If you ask Kaaren Hall, her answer is a resounding yes. Kaaren saw quickly how the real money was being made in real estate, so she began investing herself, later realizing that she could use her retirement funds to build a real estate portfolio faster. She founded uDirect IRA Services to help other investors build wealth a better way, opening up more options for passive income, so your retirement accounts can grow into the millions. If you want to scale your real estate portfolio but don't have the cash on hand, this could be your PERFECT option. Kaaren goes over exactly how to use your retirement accounts to invest in real estate, what you can (and definitely can't) do when investing this way, and how you can start raising capital for your own deal using other people's retirement funds. This is a $40 trillion untapped opportunity, so don't miss out! In This Episode We Cover: Tax-free real estate profits and using self-directed IRAs to build your retirement accounts How Kaaren used retirement funds to buy her newest investment property  The self-directed IRA explained and why SO many savvy investors use one  The “layers” of retirement that'll help you build massive wealth for later in life  Mistakes you can make when using self-directed funds to invest (and how to avoid them) And So Much More! Links from the Show Find an Agent Find a Lender BiggerPockets Youtube Channel BiggerPockets Forums BiggerPockets Pro Membership BiggerPockets Bookstore BiggerPockets Bootcamps BiggerPockets Podcast BiggerPockets Merch BPCON2023 Listen to All Your Favorite BiggerPockets Podcasts in One Place Learn About Real Estate, The Housing Market, and Money Management with The BiggerPockets Podcasts Get More Deals Done with The BiggerPockets Investing Tools Find a BiggerPockets Real Estate Meetup in Your Area Hear Dave on the “On the Market” Podcast Subscribe to the “On The Market” YouTube Channel David's BiggerPockets Profile David's Instagram David's YouTube Channel Work with David Henry's BiggerPockets Profile Henry's Instagram The Self-Directed IRA: What You Should Know About This Wealth-Building Tool How to Invest in Real Estate With a Self-Directed IRA Book Mentioned in the Show: BRRRR by David Greene Connect with Kaaren: Work with Kaaren   Click here to listen to the full episode: https://www.biggerpockets.com/blog/real-estate-770 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Raw Fusion Fashion Show returns for its 11th year on May 12th. Raw Fusion is a fashion show build on innovation, community and creative energy while bringing awareness to the local building. Kaaren Grabianowski is our guest today on the podcast. Kaaren is the Executive Director of the MN River Builders, organizers of the event. She is sharing details on the fundraising aspect of the Raw Fusion, this year's theme and how to get tickets to the anticipated event! Raw Fusion Tickets: https://mnrba.com/raw-fusion/

Companies don't think their current recruiting process is a problem as there seems to be an endless lineup of talent. But employee turnover costs are a real and an expensive problem. Replacement costs are 1.5 – 2 x an annual salary and these costs come off your bottom line. And times have changed; people are demanding more from their employers. Kaaren, founder of happy hive, will share a new way to fast track your hiring process, create happier employees, decrease turnover, increase diversity and create a healthier and more inclusive company. #BetterHiring #OneWordHiring #HiringProcessImprovement #EmployeeRetention #HappyEmployees #HiringForSuccess #TurnoverReduction #RecruitmentStrategies #StreamlinedHiring #HumanResources --- Support this podcast: https://podcasters.spotify.com/pod/show/indiegamebusiness/support

Kaaren Hall is a Self-Directed IRA Expert, CEO of uDirect IRA Services, entrepreneur and Gobundance Women's member. Despite being in the midst of a recession and mortgage market collapse, Karen founded and made a resounding success of her own company, uDirect IRA Services. She discovered a strategic way to put her 20+ years in real estate, property management and mortgage lending into one channel to serve real estate investors. Powerful Moments From The Episode 00:00 - Podcast Teaser 00:44 - Guest Introduction 01:27 - Radio DJ to Real Estate 08:13 - Getting Into The Self Directed IRA Business 10:05 - Growing Out of Being a “Trailing” Spouse 14:10 - Including Real Estate In Your Retirement Account 22:49 - “Secure Act 2.0” Important Changes Coming to Retirement Accounts 33:50 - The Size & Scope of “uDirect IRA Services” 34:34 - Kaaren's Personal Real Estate Investments 35:09 - The Power of Gobundance Women Network 36:49 - Gobundance Card Game Question 37:33 - How To Connect with Kaaren Hall Connect with Kaaren Hall Website https://udirectira.com/ Learn More About Our Tribe! https://www.gobundance.com Want to watch the Tribe of Millionaires? YouTube: https://www.youtube.com/channel/UCbczkBHANH9ULLQiSt56bQA/ Watch How To Profit From Your Personal Brand | Mark Lack Ep 241 https://www.youtube.com/watch?v=OLYFjltV69s Want to connect with our community? Instagram: https://www.instagram.com/gobundance Facebook: https://www.facebook.com/gobundance Twitter: https://twitter.com/GoBundance Tribe of Millionaires Podcast by GoBundance is the podcast for healthy wealthy generous people who choose to live epic lives. Each week we connect with featured guests and GoBundance members to bring you the best in our community.

On today's episode is Kaaren Hill, the CEO uDirect IRA Services, LLC, and OCREIA Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She shares the strategic way of her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Tune in and hear more about Hall and her thriving company at uDirectIRA.com.  Key takeaways: 4:13 Self-Directed IRA: What you need to know 9:49 Details regarding Secure 2.0 Act. 11:37 Roth type of SEP account explained! 13:43 Simplest way to have an IRA account 15:34 IRA benefits. 17:57 How do the lender and IRA get their money back? 19:18 What happens if you don't pay your IRA? 26:32 Kaaren's advice for those who want to start an investment. Connect with Kaaren Hill at khall@udirectira.com @udirectiraservices Twitter: https://twitter.com/uDirectIRA Instagram: https://www.instagram.com/udirectiraservices/ Linkedin: https://www.linkedin.com/company/851967 Youtube: https://www.youtube.com/channel/UCWAycexbDjYjHh8R8goug0A Website: https://udirectira.com/ ---- The Arizona Real Estate Investors Association provides its members the education, market information, support, and networking opportunities that will further the member's ability to successfully invest in #realestate  Join AZREIA here: https://azreia.org/join Is a Career in Real Estate Right For You? Take AZREIA's Real Estate Investing Entrepreneurial Self-Assessment at  

A good quote says, "the only person who will take care of the older you someday is the younger you today." When we are young, we frequently put off thinking about retirement and prefer to worry about it later. However, our strength will not forever serve us well. Nevertheless, if we desire our future to be more promising, we must thoughtfully prepare for it.    Moreover, a self-directed IRA is a recommended type of individual retirement account that allows you to save for retirement with assets that are off-limits for conventional IRAs. Thus, we must seek a more profound knowledge of it since many individuals who don't utilize self-directed IRAs are unaware of it. We must also surround ourselves with like-minded people who are willing to share their failures and successes.  Their journey can teach us vicariously to learn and grow in life, knowledge, and skills. As our guest speaker says, "financial literacy is not taught in schools, but our future depends on understanding it."   Kaaren Hall is a single mother, Certified IRA Services Professional (CISP), Self-Directed IRA Professional (SDIP), CA Real Estate License, founder of Orange County Real Estate Investors Association, and the CEO of UDirect IRA Services. These services help thousands of Americans invest their IRA outside the stock market into real estate, land, private notes & more to improve their financial future. Kaaren discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. Hall brings her full passion to educating Americans about the little-known investment vehicle. She has educated tens of thousands of investors and professionals on building wealth by taking control of self-directed IRAs. Through UDirect IRA, she has guided thousands of Americans through diversifying their investments using self-directed IRAs.   In this special episode with Kaaren Hall, we'll learn about the things concerning Individual Retirement Accounts. Tune in today as we discover how important it is to understand where to correctly put the hard-earned money that can better serve you in the future.    "The retirement account is for later; it's not for now. So, everything you do in this retirement account is to save for your future self." – Kaaren Hall   Topics Covered: (00:00:00) Introduction + Episode Snippet (00:00:13) Introducing our special guest, Kaaren Hall (00:00:33) Advertisement: Obtain financial freedom with passive income! TimeOut with the SportsDr. teams up with Dr. Ronnie Shalev of Shalwin Properties to discuss things finance! Join Dr. Shalev's webinar or set up a 1-on-1 call; go to https://www.drderrickthesportsdr.com/sponsors. (00:02:22) The long journey: How Kaaren become the CEO of uDirect IRA Services (00:03:47) The best time to open a self-directed IRA company (00:05:18) 2009: A big financial downturn (00:06:58) How does a self-directed IRA differ from a traditional IRA? (00:08:08) Rules for investing money into a solo 401k account: Where to use and not use your money? (00:09:07) Prohibited transaction: Who are the disallowed individuals to benefit from your IRA? (00:10:33) What is the best way to learn about prohibited transactions?  (00:11:15) What are the different kinds of accounts? (00:13:02) Self-directed IRA is always your money. (00:13:34) Why does self-directed 401k seem to be a well-kept secret? (00:15:05) Advertisement: Sabre Bats, the training bat that will take you to your next swing. Go to https://www.sabrebats.net to know more. (00:15:54) Text free vs. Text deferred. (00:17:30) Health Savings Account: How can we utilize HSA? (00:20:21) How should young entrepreneurs be investing for retirement? (00:21:48) How much money should a person have for retirement? (00:22:57) The process of investing (00:24:02) Make a diligent study on where to put your money. (00:25:27) More freedom, more risk (00:26:44) Final TimeOut with Kaaren Hall: Why is it imperative to invest and plan for the future? (00:28:19) Community is essential: Surround yourself with like-minded people. (00:28:55) Connect with Kaaren Hall.   Key Takeaways:  "The self-directed IRA is tied to alternative assets. IRA is an IRA but what makes it truly self-directed is when you're investing outside of Wall Street." – Kaaren Hall   "So, to get tax protection, you have to follow certain rules and avoid the prohibited transaction." – Kaaren Hall   "Your IRA isn't going to lend money to your spouse, so they can open a business because that's a disallowed person receiving a present benefit from your retirement account." – Kaaren Hall   "Don't just pick any asset. You have to understand the assets and risks." – Kaaren Hall   "With more freedom, there's more risk." – Kaaren Hall   "Community is important. It's one way to learn and grow together by surrounding yourself with like-minded people who are willing to share their failures and successes." – Dr. Derrick Burgess   Connect with Kaaren Hall:   Website: https://udirectira.com/ YouTube: https://www.youtube.com/@uDirectIRA/ LinkedIn: https://www.linkedin.com/in/KaarenHall/ Twitter: https://twitter.com/udirectira   Connect with Dr. Derrick Burgess: Website: https://www.drderrickthesportsdr.com/ Instagram: https://www.instagram.com/drderrickthesportsdr/ Facebook: https://www.facebook.com/TimeOut.SportsDr LinkedIn: https://www.linkedin.com/in/derrick-burgess-72047b246/ YouTube: https://www.youtube.com/channel/UCHGDu1zT4K_X6PnYELu8weg Email: thesportsdoctr@gmail.com   This episode of TimeOut with the SportsDr. is produced by Podcast VAs Philippines - the team that helps podcasters effectively launch and manage their podcasts, so we don't have to. Record, share, and repeat! Podcast VAs PH gives me back my time so that I can focus on the core functions of my business. Need expert help with your podcast? Go to www.podcastvasph.com.

Self-directed IRAs have grown in popularity over recent years. They offer more flexibility, including the ability to use your IRA funds to invest in things other than stocks and bonds. However, they are not as common as 401Ks, and there's yet a lot to understand about them. That's why in this episode, Kaaren Hall shares her expertise in self-directed IRAs and how women like her can thrive in real estate investment. Kaaren is a Self-Directed IRA Expert and CEO at uDirect IRA Services and OCREIA. Tune in now and learn how to start self-directed IRAs!Love the show? Subscribe, rate, review, and share! https://blissfulinvestor.com/podcast/

Kaaren Hall is the CEO uDirect IRA Services, LLC and OCREIA. Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com.[00:00 - 02:51] Opening SegmentIntroducing Kaaren to the show!She talks about her background, experience, and advice for those looking to invest in real estate[02:52- 16:12] Investing On Syndications Through Self-Directed IRA InvestmentsPrivate equity is the number one asset class for self-directed IRA investmentsBuying and selling debt in notes is a common way to invest in real estateTax liens are also an option for self-directed IRA investorsReal estate investing can be very profitable, but it takes a lot of knowledge and diligence to be successful[16:13 - 26:45] Diversifying An Investor's Portfolio With Self-Directed IRACheck your investments throughout the process, and make sure that you have access to financials and an audit trailSelf-directed IRA allows for more diversification in an investor's portfolioIt's important to be aware of what type of advisor they are working with[26:46 - 42:46] Closing SegmentKaaren advises listeners to start investing with the help of a financial advisor  See the links below to connect with Kaaren!Quotes:“You don't always know if an investment's going to pay off, but you can have a pretty good idea with enough homework.” - Kaaren Hall“It's not just enough to do your due diligence on the front side. You want to do it during the investment as well." - Kaaren HallConnect with Kaaren through Website, Facebook, Twitter, LinkedIn, YouTube, & Instagram!Connect with me:www.5talents.capitalLinkedInInstagramWatch 5T CRE on YouTubeLeave us a review and receive your free ebookEmail us --> abel@5tcre.com 5 TALENTS CAPITAL | ABEL PACHECOIf you are ready to start your investment journey with 5 Talents Capital, here are the next steps you should take:View our informational video and case study at https://5talents.capital/grow-your-wealth/After viewing the video follow the prompts which will lead you to a scheduling link to meet one on one with Abel Pacheco. Register for our investor portal here investor portal once registered you will be able to review some of our past deals and you will receive alerts for upcoming investment opportunities.Support the show

Kaaren Hanson, Chief Design Officer at Chase Bank, joins Peter and Jesse to discuss her approach to being a design executive, including what components need to be in place for success, how she coaches her teams, what she's learned to do (and not do), and how she navigates idealism and pragmatism.

The Investor Relations Real Estate Podcast Episode 107  - Tapping Into A $39 Trillion Pool of Funds For Your Deals Host: Jonny Cattani Guest: Kaaren HallProducer: April MunsonJonny Cattani is joined by Kaaren Hall to discuss:Tapping into a $39 Trillion Pool of Funds for Your DealsDespite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. The single mom discovered a strategic way to put her 20+ years in mortgage banking, real estate and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Connect with Kaaren! Email: info@uDirectIRA.comLinkedin: https://www.linkedin.com/in/kaarenhall/ Connect with Jonny!Cattani Capital Group: https://cattanicapitalgroup.com/Invest with us: invest@cattanicapitalgroup.comLinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/Jonny's Instagram: https://www.instagram.com/jonnycattani/IRR Podcast Instagram: https://www.instagram.com/theirrpodcast/Cattani Capital Group Instagram: https://www.instagram.com/cattanicapitalgroup/TikTok:https://www.tiktok.com/@jonnycattani?lang=enYouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0AFacebook: https://www.facebook.com/jonathan.cattani.1

A lot of people think that self-directed IRAs can only be used to invest in a limited selection of stocks and mutual funds. But there are literally countless ways you can build wealth with your retirement fund. Kaaren Hall helps people do that. Kaaren is the Founder of the Orange County Real Estate Investors Association, but she's most known for being the Founder, CEO, and President of uDirect IRA. Leveraging her 20+ years of experience in in mortgage banking, real estate, and property management helps people navigate the ins and outs of the untapped space of diversified self-directed IRA investing. Tune in and learn how Kaaren does it and how it can work for you!Love the show? Subscribe, rate, review, and share!Here's How »Join the Real Estate Investor Goddesses Community today:RealEstateInvestorGoddesses.comReal Estate Investor Goddesses FacebookReal Estate Investor Goddesses InstagramReal Estate Investor Goddesses Twitter

Kaaren Whitney-Vernon is a serial entrepreneur who is interested in solving communication problems. Whether its communication between brands and consumers or employers and job seekers, she believes there is a better way to connect. She has just launched a new venture to help women in tech find inclusive companies to support their growth. Before joining Shaftesbury as the head of the XR Department, Kaaren founded two successful companies. The first, Youth Culture Inc., a media agency specializing in helping brands to target millennials' and working with brands like P&G, L'Oreal and Coca Cola. The second, shift2, created original short-form content for brands such as Walmart, U by Kotex®, Nokia and RBC. Today, at Shaftesbury, Kaaren charges her team to produce original content for television, film, and digital brands designed to drive revenue. Kaaren has been quoted in BNN, Adweek, The Wall Street Journal, Globe and Mail and on CBC. She founded the North American chapter of the globally organized Branded Content Marketing Association where she was part of the conversation to bring a universally accepted measurement for branded content. Kaaren also sits on several North American marketing advisory boards and judging panels such as Adweek's Arc Awards and at Brand Storytelling held each year at the Sundance Film Festival. As an Executive Producer of the scripted digital series Carmilla, 100+ million views, Kaaren has been invited to speak at leading television and content markets. Kaaren is an Official Member of the Forbes Agency Council. Specialties: Women in Tech, Equality and Inclusion, VR, AR, Keynote Speaker, Scripted Branded Storytelling, Scripted Digital Series, Short-form content, Millennials, GenZ, Genzennials, Content Production, YouTube, Youth, Digital Series, Leadership, Publishing, Marketing, Sales, Biz Dev --- Support this podcast: https://anchor.fm/freeman-means-business/support

This week, Kate talks to Kaaren Harper about designing glamourous, dramatic, one-of-a-kind pieces. We discuss French seams and French lace and how attention to detail inspires our sensuality and invites self-love.www.layneau.com@layneauFind Us OnlineWebsite: https://www.parisundergroundradio.com/parisundressedFacebook: https://www.facebook.com/parisundergroundradioInstagram: https://www.instagram.com/parisundergroundradio/CreditsHost: Kathryrn Kemp-Griffin. https://www.parisundergroundradio.com/kathrynkempgriffin; Instagram @parisundressed, Website: www.parisundressed.com; Instagram @pinkbrabazaar, Website: www.pinkbrabazaar.orgProducer: Jennifer Geraghty. https://www.parisundergroundradio.com/jenniferfoxgeraghty; @jennyphoria; Website: http://jennyphoria.comAbout UsLife, love, and lingerie. Paris Undressed goes behind the seams of the lingerie capital to explore femininity and sensuality. We'll talk to the influential designers and brands shaping our breasts and bodies. From bra stories to pajama parties our lingerie drawers reveal a lot about how we see — and feel — the world around us. You'll be surprised how the whisper of your most intimate voice can now be heard. Make yourself a cup of tea and join the conversation!

The investigative process, while crucial, has a limited scope in providing sexual assault survivors with what they need. Today's conversation takes a look into restorative justice and navigating how we can attend to the harmed person and community so that healing is the primary goal. Today's guest is Dr. Kaaren Williamsen, director of the Sexual Assault and Prevention Center at the University of Michigan (SAPAC), who imparts her knowledge, wisdom, and experience in this field. We touch on everything from what it looks like on the ground right now for Title IX Coordinators to visions for Title IX coordinators on campuses beyond compliance with Title IX.  Kaaren also explains SAPAC, and provides advice for those working on smaller campuses to achieve similar goals. Kaaren guides us in a deep dive into restorative justice and adaptability, with many learnable stories and examples of how this type of resolution supports not only the survivor but also the coordinators and the community in which it happened. We are so excited for her to share her wisdom with you today; this is one inspiring and helpful conversation you don't want to miss. 

We kick off this week's episode with the latest So Cal real estate market data. Saeed and Dion lay out the latest numbers, and discover that the entire region is in the red. Find out what's caused the sharp decline in the market. In Systems, Synergy, and Networks Essential for Success, we welcome our guest Kaaren Hall to the show. Kaaren is the founder of Udirect IRA Services, and she joins us today to shed light on self-directed IRAs. Find out what they are, who they benefit the most, and how to most effectively strategize your investing endeavors. For our last segment, M&M for Everyone, Saeed and Devaughn share with us some of the best free features available on the platform. To build your network, you'll want to join us by checking out M&M's Business Directory.

How convenient is it to invest in an asset of your own choosing, write a personal check to that investment, with the bank simply there just to facilitate? That's exactly how self-directed IRAs work, and it allows you to tap into a massive pool of funds if done correctly. Moneeka Sawyer sits down with Kaaren Hall, CEO at uDirect IRA Services. Together, they dissect the many benefits of self-directed IRAs, as well as the intricacies that come with it. Moneeka and Kaaren explain how to invest 401(k) tax-deferred money properly, why you are still getting taxed by the IRA, what happens when you exceed the expenditures buffer, and a lot more.Love the show? Subscribe, rate, review, and share! https://blissfulinvestor.com/podcast/

Timeline: [02:45] Introducing today's guest, ‘Kaaren Hall'. [03:37] In one word, describe yourself. [04:03] A brief history from Kaaren Hall. [05:40] Kaaren explains what a self-directed IRA actually is. [06:52] Difference between a Roth IRA and a traditional IRA. [11:15] 529 college accounts, ESA's, SEPs, and HSA's [14:14] Investing with IRA's. [20:07] Filing tax returns with IRA's for UDFI or UBIT. [25:30] Setting up an IRA. [29:03] How to make high-stake decisions. [31:50] Kaaren's Insider Secret. [34:06] Wrapping up. To get in touch with Kaaren visit udirectira.com or email at info@udirectira.com

Investing your hard-earned money can be a daunting task, especially if you are investing for retirement. With many kinds of assets available on the market, you will need every bit of information you can get before making the big decision. Dale Corpus takes aim at IRAs and other assets in a conversation with Kaaren Hall, CEO of uDirect IRA Services. Kaaren discusses the several types of IRAs you can invest in and their pros and cons. We also hear about 401Ks and several other investment assets that you can look into.

You can have full control over your retirement funds with a self-directed IRA. Lisa Hylton's guest today is Kaaren Hall, Founder of uDirect IRA Services, LLC. In this episode, Kaaren gives essential tips on using your retirement accounts to invest in. The number one thing is to do your due diligence. No one is going to dictate your investments for you; you're the one pulling the trigger. That's why you need to learn the rules and check your assets. Want to learn more about self-directing your retirement funds outside of wall street? Join in the conversation and learn how!Love the show? Subscribe, rate, review, and share!Here's How »Join The Level Up REI Podcast Community today:lisahylton.comTwitterInstagramFacebookLinkedInYouTube

This week's radio show and video guest is Kaaren Hall alongside Bruce and Aaron Norris. Kaaren is the CEO of uDirect IRA Services, and she's also a board member at the Retirement Industry Trust Association. She's here today to fill us in on what you can and can't do with your retirement accounts at these interesting times.  Kaaren will be answering some of Bruce and Aaron's questions regarding the CARES Act and how it impacts retirement accounts.  Bruce and Aaron will also be answering their subscribers' questions and giving us an update on COVID-19, including the latest numbers, the Pandemic Unemployment Assistance, foreclosure evictions, property taxes, CRDs and more.   The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show http://www.thenorrisgroup.com/