Podcasts about self directed iras

What if your biggest edge isn't what you buy, but where you hold it? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Henry Yoshida, CFP®, Rocket Dollar CEO & Co-Founder, who shares how his earlier exit from a robo-advisor to Goldman Sachs and years as an advisor led to a digital platform for self-directed IRAs that hold private and alternative assets. Starting his career at Merrill Lynch during the dot-com bust, he built deep expertise in retirement and now oversees a trust company with roughly $12B in alternatives and 9,000+ registered investments. Yoshida explains why asset location can outperform asset selection and why retail access to private markets is set to grow. Key Takeaways: → How Rocket Dollar provides infrastructure while investors source their own deals. → How Rocket Dollar doesn't manufacture or recommend investments. → Why asset location is crucial. → Why innovation is critical as incumbents eye alternatives. Henry Yoshida, CFP®, is the CEO and Co-Founder of Rocket Dollar. He was previously the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs in 2016), the founder of MY Group LLC (acquired by Captrust), and spent 10 years at Merrill Lynch. Henry is also a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from the University of Texas at Austin and holds an MBA from Cornell University. He lives in Austin with his two daughters. Connect With Henry: Website: https://www.rocketdollar.com/ https://bit.ly/4nKw0WT Instagram: https://www.instagram.com/fitfinancehenry/ LinkedIn: https://www.linkedin.com/in/henryyoshida/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Thinking about investing in a mortgage note fund but not sure where to start?In this episode of the Paperstac Podcast, Brett Burky sits down with TJ Osterman to break down the most important factors investors should consider when evaluating a mortgage note fund. Whether you're a seasoned investor looking to diversify your portfolio or someone searching for passive income opportunities outside of traditional stocks and bonds, this episode will help you understand what separates a quality fund from one you should avoid.Mortgage note funds have become increasingly popular among investors seeking passive cash flow, real estate-backed investments, portfolio diversification, and exposure to alternative assets. But how do you know which fund is right for you? What questions should you ask? What red flags should you watch for? And how can you evaluate a fund manager before wiring your hard-earned capital?TJ Osterman and Brett Burky walk through the key components of fund evaluation, including:✅ What is a mortgage note fund?✅ How mortgage note funds generate returns✅ What makes a great fund operator✅ How to evaluate a fund manager's track record✅ The importance of transparency and reporting✅ Risk management strategies used by successful funds✅ Questions every passive investor should ask✅ Common mistakes investors make when selecting a fund✅ Red flags that may indicate potential problems✅ How to align your investment goals with the right fund structureIn addition to the discussion with TJ, this episode features interviews and insights from several respected mortgage note fund operators, including:• Earnest Fund• 7e Fund• Integrity FundThese fund managers share their perspectives on investing, portfolio management, risk mitigation, investor communication, and what they believe sets successful mortgage note funds apart from the competition.If you've ever wondered:How do mortgage note funds work?What are the risks of investing in a note fund?How do I compare different mortgage note funds?Should I invest in a fund or buy notes myself?What returns should I expect from a mortgage note fund?What questions should I ask before investing?This episode was created to help answer those questions and provide practical guidance from experienced operators actively managing investor capital.Topics Covered:Mortgage Note FundsNote InvestingPassive IncomeAlternative InvestmentsReal Estate InvestingDistressed DebtSeller FinancingPrivate LendingInvestment FundsCash Flow InvestingWealth BuildingFund ManagementDue DiligenceInvestor RelationsPortfolio DiversificationMortgage NotesSelf-Directed IRA InvestingRetirement InvestingReal Estate NotesPassive Investing StrategiesWhether you're looking to invest through a Self-Directed IRA, diversify your investment portfolio, create passive income, or learn more about mortgage note investing, this episode provides valuable insights from experienced fund managers and industry professionals.

In this insightful interview, Michael Smith shares his journey from investment banking to creating an alternative education platform focused on private equity, real estate, and wealth-building strategies rooted in faith and clarity. Discover frameworks like the Dominion Framework, the importance of stewardship, and practical investment tips to elevate your financial game.   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   —--------------------

Mark Khuri, CEO and co-founder of SMK Capital Management, joins Alternative Investing Advantage host Alex Perny to break down two niche real estate strategies built for passive investors: mobile home park investing and industrial sale leasebacks.Key Points:- Mobile home parks have a structural supply moat driven by zoning restrictions- Tenant ownership models reduce expenses and improve occupancy stability- Industrial sale leasebacks generate predictable, long-term cash flow- Triple net leases protect investors from rising expenses and inflation- Portfolio diversification across tenants and industries limits single-tenant risk- Environmental phase one reports are a critical step in industrial underwriting- Value-add plays in industrial include outdoor storage, power upgrades, and expansionChapters:0:00 Introduction2:42 From single-family to commercial real estate5:49 Using a self-directed IRA to diversify into new sectors9:36 Mobile home park investing: supply scarcity and long-term demand20:23 Installment contracts and converting tenants to homeowners31:52 Ancillary income: submetering, Wi-Fi bundling, and more39:48 Introduction to industrial sale leasebacks49:16 Vetting tenants and managing industrial risk55:22 Environmental due diligence and deal-breakers1:01:16 Value-add opportunities in industrial real estate1:05:34 Industrial outdoor storage as an ancillary playSubscribe 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 Khuri: https://smkcap.comLearn 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/AdvantaIRAhttps://www.facebook.com/AdvantaIRA/https://www.instagram.com/AdvantaIRA/#MobileHomeParkInvesting #SaleLeasebackRealEstate #PassiveRealEstateInvesting

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3588: Courtney Luke explains how a self-directed IRA can open the door to real estate investing while providing valuable tax advantages and portfolio diversification. Learn the key rules, funding requirements, property options, potential tax implications, and common pitfalls so you can make more informed decisions about using retirement funds to build long-term wealth. Read along with the original article(s) here: https://arrestyourdebt.com/buy-real-estate-with-a-self-directed-ira/ Quotes to ponder: "Self-directed IRAs offer more investment flexibility than traditional IRAs, allowing you to potentially reap greater returns while taking advantage of tax advantages and diversification." "Remember that all assets must be for the exclusive benefit of your retirement account and cannot involve any personal use." "Investing in real estate through a self-directed IRA can be an advantageous approach to amplifying one's retirement funds while taking advantage of the related tax advantages." Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3588: Courtney Luke explains how a self-directed IRA can open the door to real estate investing while providing valuable tax advantages and portfolio diversification. Learn the key rules, funding requirements, property options, potential tax implications, and common pitfalls so you can make more informed decisions about using retirement funds to build long-term wealth. Read along with the original article(s) here: https://arrestyourdebt.com/buy-real-estate-with-a-self-directed-ira/ Quotes to ponder: "Self-directed IRAs offer more investment flexibility than traditional IRAs, allowing you to potentially reap greater returns while taking advantage of tax advantages and diversification." "Remember that all assets must be for the exclusive benefit of your retirement account and cannot involve any personal use." "Investing in real estate through a self-directed IRA can be an advantageous approach to amplifying one's retirement funds while taking advantage of the related tax advantages." Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3588: Courtney Luke explains how a self-directed IRA can open the door to real estate investing while providing valuable tax advantages and portfolio diversification. Learn the key rules, funding requirements, property options, potential tax implications, and common pitfalls so you can make more informed decisions about using retirement funds to build long-term wealth. Read along with the original article(s) here: https://arrestyourdebt.com/buy-real-estate-with-a-self-directed-ira/ Quotes to ponder: "Self-directed IRAs offer more investment flexibility than traditional IRAs, allowing you to potentially reap greater returns while taking advantage of tax advantages and diversification." "Remember that all assets must be for the exclusive benefit of your retirement account and cannot involve any personal use." "Investing in real estate through a self-directed IRA can be an advantageous approach to amplifying one's retirement funds while taking advantage of the related tax advantages." Learn more about your ad choices. Visit megaphone.fm/adchoices

What if abundance has less to do with what you own and more to do with how you feel about your life?Joel Landon joins Amy Sylvis for a conversation about abundance, community, relationships, and the mindset shifts that come with experience. As a husband, father of four daughters, and professional in the self-directed IRA industry, Joel shares how his definition of abundance evolved from pursuing possessions and external markers of success to prioritizing family, personal growth, and connection to a higher purpose.The conversation also explores the role money plays in creating options, the value of community in helping people navigate life's challenges, and how self-directed retirement accounts can open the door to alternative investments like real estate, private businesses, precious metals, and more. Whether you're rethinking what abundance means in your own life or curious about expanding your investment options, this episode offers both practical insights and thoughtful perspective.Connect with Joel Landon:https://www.heritageira.com/https://www.linkedin.com/company/heritageirahttps://www.facebook.com/p/Heritage-IRA-61572336742537/joel@heritageira.comConnect with Amy Sylvis:https://www.linkedin.com/in/amysylvis/Contact Us:https://www.sylviscapital.comhttps://www.sylviscapital.com/webinarinfo@sylviscapital.com00:00 – What Abundance Really Means to Joel06:08 – How Joel's Definition of Success Changed11:15 – Why Community Matters More Than Ever17:42 – Is Money the Destination or the Vehicle?19:38 – What Is a Self-Directed IRA?23:49 – Why Most Investors Never Hear About These Options29:18 – Real Stories of Investors Creating More Choice31:42 – How to Use Retirement Funds Without Triggering Taxes or Penalties

To begin investing in real estate, small business, crypto, precious metals, & other alternative assets with a self-directed IRA: https://directedira.com/appointment/In this episode, I break down self-directed IRAs and how investors can use retirement funds to build wealth beyond traditional stocks and mutual funds. You'll learn the basics of SDIRAs, the types of alternative assets you can invest in, key IRS rules to avoid costly mistakes, and strategies for using retirement accounts to invest in real estate, private deals, and more. Whether you're new to self-directed investing or looking to expand your retirement strategy, this episode gives you everything to get started.For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

To begin investing in real estate with a self-directed IRA, schedule a call with our team at Directed IRA: https://directedira.com/appointment/In this special episode of the Directed IRA Podcast,  we had Nate Hare (Vice President at Directed IRA) walk through the step-by-step process of buying real estate inside a self-directed IRA. This episode covers how self-directed IRAs work, funding your account, purchasing property correctly, handling expenses and rental income, avoiding prohibited transactions, using non-recourse financing, and when an IRA/LLC or Checkbook Control IRA may make sense. Whether you're new to self-directed investing or looking to expand your retirement strategy into real estate, this episode provides practical guidance and real-world examples to help you get started.Directed IRA Resource Directory: https://directedira.com/resource-directory/For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

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“What if the biggest untapped source of capital for real estate syndications is already sitting inside retirement accounts?” Discover how Carl Fischer and Matt Moore break down how they've helped over 1,500+ capital raisers unlock self-directed IRA and qualified retirement capital for alternative investments. They explain why many successful sponsors raise 50–60% of their capital from retirement accounts, how “sticky” IRA capital creates stronger long-term investor relationships, and why most investors still don't realize they can legally use IRAs, 401(k)s, HSAs, and other tax-advantaged accounts to invest in real estate syndications. The conversation dives deep into the misconceptions surrounding self-directed IRAs, the importance of simplifying investor education, and how sponsors can use webinars, Q&A sessions, CRM systems, and strategic communication to attract and retain retirement capital. Carl and Matt also share practical insights on investor psychology, market trends, due diligence, risk management, AI-driven research, and why consistent communication—not flashy returns—is what ultimately builds trust and keeps investors coming back. For sponsors, capital raisers, and investors looking to scale smarter in today's market, this episode delivers a tactical roadmap for leveraging one of the largest pools of capital in the world. 5 Key Takeaways on this episode:Retirement capital can become a major funding source Many successful sponsors raise 50–60% of their capital from self-directed retirement accounts. Most investors still don't know they can use IRAs for syndications Education and simple conversations can unlock entirely new capital sources. Communication and trust matter more than flashy returns Investors stay loyal to sponsors who consistently communicate and remain transparent during challenges. Sponsors don't need to become IRA experts Leveraging third-party administrators like CamaPlan simplifies the process and increases investor confidence. AI and due diligence groups are changing investor behavior Investors are becoming more sophisticated, collaborative, and research-driven in evaluating deals and operators. About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

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Justin Tuminowski sits down with James Pecora to break down how James used self-directed IRA funds to buy a Michigan property, sell it on a land contract, and create recurring income. James shares the numbers behind the deal, including the purchase price, buyer down payment, 11% note, and six-year balloon, along with the lessons learned when the original plan to sell the note didn't work as expected. They also discuss James's path from musician and programmer to real estate investor, his focus on Midwest rentals, and his next season of growing into larger multifamily deals. Follow Justin Tuminowski - www.instagram.com/real.estate.justin Follow James Pecora - blinq.me/xUDGwISZopK48CgLHwMa?bs=db

Get $250 OFF your self-directed retirement account with RocketDollarUse promo code: MPI250 or you can use this link

Stop Screaming Into the Void: Why Direct Mail is Your Secret Weapon in 2026Are you tired of flushing your marketing budget down the digital drain? In an age where we are bombarded by over 10,000 digital ads every single day, your message is likely getting lost in the noise. Whether you are a real estate investor hunting for distressed notes or a small business owner trying to scale, the "spray and pray" method of broadcast marketing is a recipe for burnout. In this powerhouse episode, we sit down with Chris Foster, Chief Passion Evangelist at PostcardMania, to discuss why the most "old school" marketing tactic is actually the most high-tech and effective way to grow your business today. We dive deep into the psychology of why physical mail triggers a stronger brain response than email, how to turn $1 of marketing into $10 of revenue, and the "Website to Mailbox" technology that tracks your anonymous site visitors and sends them a postcard automatically. Stop waiting for "proof of concept"—the path is already paved. It's time to fuel your business with consistent, targeted, and credible marketing. Key Takeaways & Strategy NotesThe Psychology of the Physical: Direct mail touches the limbic system (the brain's emotional center), creating a sensory experience that digital ads cannot match. While emails are forgotten instantly, physical mail stays in a home for an average of 17 days. Direct vs. Broadcast Marketing: Stop paying for billboards (broadcast) and hoping the right person sees them. Use targeted lists to reach specific individuals—like self-directed IRA investors or distressed property owners—directly in their mailboxes. The 80/20 Rule of Follow-Up: 80% of sales happen after the fifth contact. Successful marketing requires a "balanced meal" of touches: postcards, social media ads, and Google retargeting all working in unison to keep you top-of-mind. Website to Mailbox Technology: Did you know only 2% of website visitors convert? PostcardMania's tech identifies the other 98% of anonymous visitors and sends them a physical postcard a few days later, capturing leads you didn't even know you had. Focus on ROI, Not Response Rates: A 1% response rate might seem low, but if you close 10 deals worth $100k from a $3,500 mailing, your Return on Ad Spend (ROAS) is astronomical. In high-value industries like real estate, you only need one or two "wins" to pay for years of marketing. The "Fire Horse" Year: 2026 is a year of big transitions and movement. To scale from a side hustle to a seven-person team, you must overcome the fear of spending money and embrace marketing as the essential fuel for your "business engine".Marketing isn't an expense; it's an investment in your future freedom. As Chris Foster says, "Half of life is showing up, and the other half is following up". If you aren't consistent, you're invisible. Ready to stop being a "tire kicker" and start being a closer? Follow the proven path, leverage the expertise of a team that has helped 130,000+ businesses, and watch your revenue compound. Connect with PostcardMania: Visit postcardmania.com/scott to get your free marketing kit and start building your custom campaign today! How much of your current marketing budget is being spent on "broadcast" methods versus "direct" targeting?Watch the Original VIDEO HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join Note Night in America community today:WeCloseNotes.comScott Carson FacebookScott Carson TwitterScott Carson LinkedInNote Night in America YouTubeNote Night in America VimeoScott Carson InstagramWe Close Notes Pinterest

Download our getting started guide to investing in real estate with your IRA here: https://directedira.com/beginners-guide-investing-in-real-estate-with-your-ira/In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down how to invest in real estate using your IRA, Roth IRA, 401(k), or HSA.They explain how self-directed accounts allow you to buy rental properties, invest in syndications, and build tax-advantaged wealth outside of traditional stocks and mutual funds. Sharing real examples from their own deals, they highlight the potential for stronger returns, cash flow, and long-term growth.They also cover key rules to know, including prohibited transactions and what you can't do inside your IRA, so you can invest with confidence.If you're ready to take control of your retirement and invest in what you understand, this episode shows you how.For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

To get started download our getting started guide: https://directedira.com/beginners-guide/For questions or to open an account book a call with an IRA specalist here: https://directedira.com/appointmentIn this episode, Mat Sorensen and Mark J. Kohler record live from the Self-Directed IRA Summit and take a “show and tell” approach to real investments from their own self-directed retirement accounts.They highlight a short-term real estate lending deal and discuss how experienced investors evaluate opportunities, structure transactions, and stay disciplined when deploying retirement capital.The episode also touches on sourcing deals, maintaining investment standards, and the flexibility self-directed IRAs offer for investing in real estate and alternative assets.This content is for educational purposes only and does not constitute legal, tax, or investment advice. Investors should consult with their own advisors before making any investment decisions.For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Tait Duryea and Ryan Gibson welcome back Mark Kohler to unpack one of the most misunderstood topics in self-directed IRA investing: UBIT and UDFI. Mark explains how these taxes show up in real estate syndications, why leverage can trigger tax inside an IRA, when C corp blockers may help, and what pilots should watch for on K-1s and 990-T filings. This episode gives high-income professionals a clearer way to evaluate SDIRA deals without letting tax fear cloud the bigger investment picture.Mark Kohler is a CPA, attorney, tax strategist, and longtime advocate for small business owners and investors. With decades of experience in tax law, entity structuring, retirement planning, and asset protection, Mark is known for making complex tax strategies easier to understand and apply. He brings practical clarity to the rules that affect pilots and high-income professionals using retirement dollars to invest beyond Wall Street.Show notes:(0:00) Intro(0:48) UBIT and self-directed IRAs(4:32) Understanding UBIT, UDFI, and 990-Ts(5:36) Why UBIT exists(10:05) How C Corp blockers work(14:37) Reading K-1 warning signs(18:57) How leverage creates UDFI(23:09) Comparing SDIRA and cash investors(31:18) Trust tax rates explained(37:41) When IRAs need an EIN(41:37) Real numbers on UDFI taxes(55:30) OutroConnect with Mark:Website: https://markjkohler.com/ LinkedIn: https://www.linkedin.com/in/markjkohler/ Related Episodes: #110 - The IRA Club Advantage: The Self-Directed IRA Strategy for Pilots with Ramez Fakhoury#36 - Decoding the Untapped Potential and Complex World of Self-Directed IRAs with Derreck Long#82 - From LLCs and HSAs to Roth IRAs: Mastering Wealth Protection with Mark KohlerIf you're interested in participating, the latest institutional-quality self-storage portfolio is available for investment now at: https://turbinecap.investnext.com/portal/offerings/8449/houston-storage/ — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you at the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

Richard Gearhart and Elizabeth Gearhart, co-hosts of the Passage to Profit Show, interview Jace Graham, founder of Rising Phoenix Resources, media coach Amy Scruggs and Jackie Ott-Jaakola & Dr. Maggie Placer, DVM from EveryCat Health Foundation. What if traditional investing is quietly limiting your wealth? Jace Graham, founder and CEO of Rising Phoenix Resources, reveals why savvy investors are shifting away from Wall Street and into alternative assets like oil and gas minerals, real estate, private credit, and emerging opportunities like AI data centers. Discover how tangible assets can generate strong cash flow, reduce volatility, and unlock powerful tax advantages—while navigating global events like oil price shocks and market swings. Jace also breaks down his five-pillar investment strategy, how to leverage self-directed IRAs, and what it really takes to build long-term wealth in today's unpredictable economy. Read more at: https://www.rising-phoenix.com/ When life demands everything, what happens to your business? Media expert and coach Amy Scruggs shares her deeply personal journey of stepping away from a thriving career to become a full-time caregiver for her father battling Alzheimer's. From building a viral online presence during caregiving to facing grief, identity loss, and the challenge of starting over, Amy reveals how she rebuilt her business from the ground up. This episode is a must-listen for entrepreneurs navigating burnout, family obligations, career interruptions, and comeback strategies—offering real-world insights on resilience, reinvention, and what truly matters most. Read more at: https://www.amyscruggsmedia.com/ What if the research saving your cat's life could also help save yours? We sit down with Jackie Ott-Jaakola and Dr. Maggie Placer, DVM of EveryCat Health Foundation to explore the cutting-edge science behind feline health—from allergies and nutrition to cancer research and life-saving treatments. Discover how decades of nonprofit-funded innovation have transformed cat care, led to breakthroughs like treatments for once-fatal diseases, and even contributed to advancements in human medicine. Whether you're a devoted cat owner or simply curious about the intersection of animal and human health, this episode reveals how investing in feline research is changing lives across species. Read more at: https://everycat.org/ Whether you're a seasoned entrepreneur, startup founder, inventor, or small business owner, the Passage to Profit Show is a leading podcast for insights on entrepreneurship, innovation, intellectual property and business strategy. Hosted by Richard Gearhart and Elizabeth Gearhart, the show features industry leaders, investors, and founders who share real-world lessons on scaling companies, protecting ideas, building generational wealth, and navigating today's evolving business landscape. Visit https://passagetoprofitshow.com/ for the latest episodes, expert interviews, and resources designed to help you grow, protect, and profit from your ideas. Chapters (00:00:00) - Passing to Profit(00:00:26) - Passive to Profit(00:01:45) - Decision Made That Changed the Direction of My Business(00:02:58) - Putting Your Foot in Your Business(00:03:49) - How a Rebranding Changed the Direction of Your Business(00:06:39) - Alternative Investing for the Future(00:10:01) - An Interesting Question About Oil and Natural Gas(00:12:09) - Private Wealth Advisors: Combining Alternative Investments(00:15:42) - Sen. John Cornyn on Oil Drilling(00:19:50) - Oil and Gas: Holding Steady(00:21:36) - Risks in the Oil Industry(00:23:30) - Self-Directed IRAs(00:26:23) - Better Health Insurance for You(00:27:23) - Serial Entrepreneur Jase Graham on How to Turn a Loss into(00:29:51) - Coming to the Business: Hiring Processes(00:34:57) - Interviewing Jace Graham With Rising Phoenix Resources(00:36:37) - Business Owners Roundtable: AI Use Cases(00:37:55) - How Businesses Are Using AI in their(00:42:28) - Debtor Assistance Hotline(00:44:54) - Taylor Swift Sues For Copyright Infringement(00:48:26) - Amy Scruggs on the Caregiving Journey(00:54:47) - Grieving a Parent's Death(00:57:49) - Amy on Starting Her Business Again(01:00:10) - Which did you find more challenging, being a caregiver or being(01:01:13) - Amy Scruggs on Caregiving(01:03:18) - Every Cat Health Foundation on EWTN(01:05:53) - Human-based medicines for cats(01:10:35) - Cats and their translational medicine(01:12:05) - Are Cats Smarter Than Dogs?(01:16:22) - Donor Basics: Every Cat(01:18:06) - Protect Your Car(01:19:27) - Secret to the Entrepreneurial Mind(01:20:56) - What's a Secret You'll Never Tell Your Future Self(01:21:26) - Passage to Profit: What's Your Secret to Success?

Are you tired of watching your retirement savings stagnate in traditional stocks and bonds? In this episode, we sit down with Henry Yoshida, the founder of Retired.com, to explore how you can take control of your financial future by using self-directed IRAs to invest in real estate. Henry demystifies the process, explaining how his platform makes it easier than ever to leverage tax-advantaged accounts to purchase investment properties. Throughout our conversation, Henry breaks down the mechanics of "nesting" a bank account within an IRA, allowing you to execute real estate transactions with the same speed and ease as a standard cash purchase. We dive into the critical rules of the game, including how to handle all-cash deals, the importance of maintaining proper title in the name of the IRA, and why this strategy is a game-changer for investors looking to diversify their portfolios beyond the stock market. Whether you are an accidental landlord or a seasoned investor looking to maximize your tax-advantaged capital, this episode provides a clear roadmap for putting your retirement funds to work. Tune in to learn how to bridge the gap between traditional financial services and the high-growth world of private real estate investing. #realestateinvesting #selfdirectedIRA #retirementplanning #passiveincome #realestatepodcast #wealthbuilding #investingsmarter - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience?   Want to get great exposure and be seen as a bonafide real estate pro by your friends?  Would you like to inspire other people to take action with real estate investing?  Then we'd love to interview you!  Find out more and pick the date here   httpdaveinterviewsyou.com

For questions or to get started self-directing book a call with an IRA specalist at Directed IRA here: https://directedira.com/appointment/Schedule a consultation with KKOS Lawyers to structure your entities, optimize your tax strategy, and ensure your investments are properly protected: https://meetings.hubspot.com/kkos-lawyers/15-minute-client-advisor-interviewIn this episode, Mat Sorensen and Mark J. Kohler break down one of the most important rules in self-directed investing: prohibited transactions.Self-directed IRAs provide significant investment flexibility, but that flexibility comes with responsibility. Understanding and adhering to these rules is essential to protecting your retirement account from disqualification, avoiding unnecessary taxes and penalties, and properly executing alternative investment strategies.If you're investing your retirement account into real estate, private deals, or other alternative assets, this is a foundational episode you should not overlook.For educational purposes only. Consult your own legal, tax, or financial advisors regarding your specific situation.For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Download our Beginner's Guide to Transfers and Rollovers: https://directedira.com/beginners-guide-transfers-rollovers/Have you ever wondered how to fund an IRA? Do you have money in an old 401(k) that you want to move into an IRA?In this episode, Mat Sorensen and Mark Kohler break down what it actually takes to move money into your account, and why this step can be easier or more frustrating than people expect.They cover the three primary ways to fund a self-directed IRA: transfers, contributions, and rollovers. Along the way, they explain why IRA-to-IRA transfers are usually the simplest option, why rolling over an old 401(k) can take more time, and how to handle the process without unnecessary delays.Still have questions about transfers and rollovers? Book a call with our team: https://directedira.com/appointment/ Directed IRA Homepage: https://directedira.com/Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRABook a Call: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.Self-Directed IRAs: The One Asset Every Entrepreneur Needs | Greg HerleanLearn More About Greg Herlean: https://www.gregherlean.com/Learn More About Horizon Trust: https://www.horizontrust.com/Brett Tanner sits down with Greg Herlean, founder of Horizon Trust Company, to break down self-directed IRAs — the retirement tool only 5% of Americans use that can unlock massive wealth. Greg shares his journey from delivering newspapers in Chicago to brokering $650M in hard money loans and building one of the leading self-directed IRA trust companies in the country. They dig into Roth conversions, due diligence on deals, raising capital, and the one asset every person needs: a Roth retirement account.TIMESTAMPS:0:00 - Intro0:32 - Meet Greg Herlean of Horizon Trust1:10 - Greg's childhood and money mindset growing up4:56 - Early hustle: newspaper routes, lawn mowing, and chores7:19 - Dropping out of college to chase the dream9:00 - Learning to sell insurance, trusts, and hard money loans13:36 - Why "follow your passion" is bad advice16:02 - Going solo: first deals and raising capital17:34 - The power of self-directed IRAs (Greg's first deal at 22)19:51 - Why you should overpay your lender when you're starting out23:28 - Building Horizon Trust Company29:02 - What the best self-directed investors are doing today34:21 - Self-directed IRAs explained: what they are and how they work36:18 - Who qualifies and how to move old 401(k)s40:29 - Roth conversions: the tax-free wealth strategy42:31 - Be Wealthy Calculator: the math behind $7M+ in retirement47:00 - Why you should start saving NOW (even with debt)48:14 - Biggest mistakes people make with self-directed IRAs50:15 - Due diligence: spotting bad deals and protecting your capital55:50 - How to raise money and find investors59:28 - Book recommendations: The Obstacle Is the Way and the Bible1:03:03 - Morning routine and owning your schedule1:06:15 - Advice to his younger self: start saving sooner1:07:57 - Teaching kids to be their own bank1:08:37 - The math on starting a Roth IRA for your kidsBOOKS & RESOURCES MENTIONED:- The Obstacle Is the Way by Ryan Holiday- The Bible- Horizon Trust Company (https://www.horizontrust.com/)- Be Wealthy Calculator (bwealthycalculator.com)GET CONNECTED:Website: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCES:Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOW:The Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMER:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

What is a self-directed IRA, and how does it actually work?In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the most foundational concepts in self-directed investing. If you have ever felt limited by traditional retirement accounts or wondered if you can invest your IRA in assets outside of Wall Street, this episode is for you.As part of our Self-Directing 101 series, this conversation is designed to simplify the concept, clear up common misconceptions, and help you understand how to take control of your retirement strategy.In this episode, you will learn:• What a self-directed IRA is and how it differs from a typical IRA• The types of investments you can make, including real estate, crypto, and private deals• How to use existing retirement funds to get started• Why contribution limits do not limit your growth potential• The key rules to understand before you beginSelf-directing is not about complexity. It is about expanding your options and investing in what you know best.

Joining us on this episode of Living Off Rentals is someone who helps investors take control of their retirement investments. Nick Sahagun is an expert in self-directed retirement investing and alternative assets. He works closely with investors who want more control over their retirement funds and the ability to invest in opportunities outside the traditional stock market, including real estate. Listen as he shares how self-directed IRAs and 401(k)s allow investors to deploy retirement capital into alternative investments, along with the rules, advantages, and key considerations investors should understand before using retirement funds for real estate. He also breaks down some of the most common mistakes investors make when setting up and using self-directed retirement accounts. Enjoy the show! Key Takeaways: [00:00] Introducing Nick Sahagun and his background [03:06] How Nick first discovered the self-directed IRA space [06:37] The difference between conventional retirement accounts and self-directed accounts [11:08] Question before doing self-directed 401k [13:25] Roth IRA vs Traditional IRA [17:16] Setting up a brokerage within your self-directed IRA [20:46] Self-directed IRA as a vehicle for diversification [26:14] Understanding prohibited transactions and common mistakes [32:27] Investing in a real estate deal using money in an IRA [37:28] Lending and using leverage in an IRA [39:35] About unrelated business income tax [41:00] About unrelated debt, finance, and income tax [46:44] Investing in short-term rentals with your self-directed IRA [51:06] On the administrative side of work [52:07] The role of Safeguard Advisors [57:21] Price structure in the self-directed IRA landscape [01:01:52] Connect with Nick Sahagun [01:03:25] Outro Guest Links: Website: https://www.ira123.com/  LinkedIn: https://www.linkedin.com/in/nick-sahagun/ Scheduling Link: https://calendly.com/nsahagun-9cf2/living-off-rentals-safeguard-self-directed-intro Coupon Code: LOR25 for 25% off Show Links: Living Off Rentals YouTube Channel – youtube.com/c/LivingOffRentals  Living Off Rentals YouTube Podcast Channel - youtube.com/c/LivingOffRentalsPodcast  Living Off Rentals Facebook Group – facebook.com/groups/livingoffrentals  Living Off Rentals Website – https://www.livingoffrentals.com/  Living Off Rentals Instagram – instagram.com/livingoffrentals  Living Off Rentals TikTok – tiktok.com/@livingoffrentals 

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationThis webinar replay from the Mailbox Money Show features Bronson Hill moderating an expert panel on the rise of private credit as a powerful, tax-efficient cash-flow alternative to traditional banking and Wall Street investments. The discussion explores how private credit fills lending gaps left by post-2008 regulations, offers faster capital access for businesses, delivers strong risk-adjusted yields (10–34% net in various models), and provides diversification across industries like litigation finance, medical receivables, real estate bridge lending, and merchant cash advances.Panelists:Yonah Weiss — Business Director of Madison SPECS, specializing in cost segregation studies that accelerate depreciation and generate massive tax deductions for real estate investors (especially under current 100% bonus depreciation rules).Kaaren Hall — Founder of UDirect IRA Services, a leading expert in self-directed IRAs and retirement accounts, author of the BiggerPockets Guide to Self-Directed IRAs, and advocate for using retirement funds to invest in alternative assets like real estate and private credit.Courtney Moeller — Oil & gas investment specialist focused on working interest deals that deliver significant upfront tax deductions (often 80–90%+) and ongoing depletion allowances to offset active, passive, and capital gains income.TIMESTAMPS0:40 - Welcome!1:36 - Event Overview3:19 - Panelist Introductions: Yonah Weiss, Kaaren Hall, Courtney Moeller5:02 - Audience Poll: Who You're Most Excited to See5:41 - 2026 Tax Secrets Overview6:05 - Yonha Weiss: Cost Segregation and Accelerated Depreciation7:30 - Kaaren Hall: Self-Directed IRAs and Retirement Accounts8:29 - Courtney Moeller: Oil and Gas Tax Benefits10:51 - Real Estate Professional Status and Active Income Offset12:20 - Holistic Tax Planning and Exit Strategies13:08 - Self-Directed IRA Asset Classes and Prohibited Transactions15:29 - Super Bowl Tickets in Roth IRA Example17:42 - UBIT/UDFI in Self-Directed IRAs and Syndications19:44 - Oil and Gas Risks and Operator Due Diligence21:55 - Planning Mistakes and Last-Minute Tax Fixes23:04 - Primary Residence vs Investment Property Depreciation24:57 - Single-Family and Vacation Rental Cost Segregation26:56 - Oil Price Impact on Returns and Break-Even Points28:05 - Bonus Depreciation on Gas Stations and Car Washes29:38 - Business Equipment and Section 179 Deduction31:32 - Roth IRA Conversion and Valuation Strategies32:58 - Audience Poll Results and Tax Strategy Discussion35:24 - Land Man Show and Oil & Gas Realities36:43 - Giveaway Announcement: Fire Yourself Book and Strategy Call39:02 - Wealth Forum Event in Scottsdale Announcement40:11 - Q&A: IRA-Owned LLC Prohibited Transactions42:25 - Q&A: Concurrent Investments by Spouses in IRAs44:39 - Q&A: Cost Segregation on Existing Properties46:48 - Q&A: Oil Price Effects on Current Returns48:07 - Q&A: UBIT/UDFI Filing and Leverage in Syndications50:08 - Q&A: Self-Directed IRA Oil & Gas Investments51:35 - Panelist Resources and Contact Info53:43 - Outro and Next Event TeaserJoint the Wealth Forum: bronsonequity.com/wealthConnect with the Guests:Yonah Weiss:LinkedIn: https://www.linkedin.com/in/cost-segregation-yonah-weiss/Website: https://www.yonahweiss.com/Kaaren Hall:Website: https://udirectira.com/Email: info@udirectira.comCourtney MoellerEmail: courtney@courtneymoeller.com#PrivateCredit#TaxStrategies#CostSegregation#SelfDirectedIRA#OilAndGasInvesting#PassiveIncome#RealEstate2026

261: Most people think their retirement accounts can only invest in stocks, mutual funds, and index funds. But that's not actually true.(Show Notes: REtipster.com/261)In this episode, I talk with Henry Yoshida, CEO of RocketDollar, about how investors can use self-directed retirement accounts to invest in alternative assets like real estate, land deals, startups, and private investments.Henry spent a decade at Merrill Lynch, built a robo-advisor acquired by Goldman Sachs, and now helps investors unlock retirement money for deals most people assume they can't access.Special Offer: Save $100 on your new RocketDollar account when you use the code 'REtipster' at checkout!

Welcome to another episode of The AZREIA Show! In this episode, host Mike Del Prete sits down with Nate Hare from Directed IRA to explain how self-directed IRAs allow investors to use retirement funds to invest in assets beyond traditional stocks and mutual funds, like real estate and private lending. Nate breaks down how self-directed IRAs work, including how properties are titled within the IRA, how rental income and profits flow back into the account, and why many investors use them for tax-advantaged growth, diversification, and greater control over their investments. The conversation also covers creative strategies such as using leverage, seller financing, subject-to deals, and passive investing through promissory notes. Nate clears up common misconceptions about legality, depreciation, and taxable distributions, and explains how transfers or rollovers can move retirement funds into a self-directed account. 0:48 What Is a Self-Directed IRA 02:23 Nate's Real Estate Background 03:59 Tax Advantages Explained 06:19 Using Leverage in an IRA 07:46 How an IRA Buys Property 10:07 Rental Income Flow Rules 11:47 Passive Investing as the Bank 14:33 Wholesaling and Deal Strategies 16:04 Small-Dollar Lending and Learning 17:26 Common Misconceptions Debunked 18:35 Depreciation and Advisor Confusion 20:11 Transfers Without Tax Events 20:38 IRA Transfers Explained 21:23 401k Rollover Basics 22:17 Tax Strategy vs CPA 25:21 Investor Friendly Advisors 25:44 Fidelity Advisor Story 27:27 IRA and Non IRA Deals 29:20 Roth Real Estate Case Study 31:24 Paying Expenses From IRA 31:57 Checkbook Control IRA LLC 33:09 Webinars and Events 35:25 Why Alternatives Win 37:33 Education and Relationships -- Contact Alden of Silver Crest Opportunity Fund at http://silvercrestopportunityfund.com "AZREIA does not endorse specific investments. Please do your own due diligence." Want to grow your real estate business?

In this episode of the Real Estate Pros Podcast, host Quentin Edmonds interviews Collin Taylor, CISP, a Houston-based financial professional specializing in alternative investments and real estate. Collin shares his journey from growing up in a family of real estate investors to working in holistic financial planning, interning at Quest Trust Company, and eventually joining Inspira Financial after Quest's acquisition. He discusses challenges faced during the company transition, the importance of adaptability in business, and his focus on helping real estate investors and sponsors grow their enterprises. The conversation also highlights Collin's philosophy on relationships, mentorship, and community as keys to long-term success.   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   —--------------------

Check the episode transcript hereABOUT KAAREN HALL 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 and 25. 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.    THIS TOPIC IN A NUTSHELL:  Kaaren's journey from radio and real estate into self-directed retirement investing What a Self-Directed IRA is and how it differs from traditional retirement accounts The history and evolution of Self-Directed IRAs in alternative investing How investors use retirement funds for real estate, notes, metals, and private deals The role of the custodian and why compliance matters Prohibited transactions and the rules investors need to understand What IRA holders can and cannot do with IRA-owned real estate Using Self-Directed IRAs in syndications and private placements Why general partners typically cannot invest their own IRAs in their own deals Proposed changes that could expand 401(k) access to alternative assets Roth conversions, tax strategy, and long-term tax-free growth planning Teaching kids to invest early through earned income and Roth IRAs Comparing IRAs, 401(k)s, SEP IRAs, SIMPLE IRAs, Solo 401(k)s, and HSAs Using retirement capital to complement broader real estate investing strategies UBIT, UDFI, and lessons from navigating fraud, scrutiny, and business resilience   KEY QUOTE:   “For investors, the biggest mistake is often not knowing what vehicles are available to them. The self-directed IRA lets you invest in alternative assets — it's a vehicle to let you do that.”    ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.   The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.     We would like to thank our Sponsors: OffsitePros and MyMoneyWorksForMe   #RealEstateInvesting #RealEstateInvestor #PassiveInvesting #AccreditedInvestor #AlternativeInvestments #SelfDirectedIRA #RetirementInvesting #WealthBuilding #CashFlowInvesting #FinancialFreedom #MultifamilyInvesting #PrivatePlacements #SyndicationInvesting #InvestorEducation #RealEstateWealth #IRAInvesting #RothIRA #Solo401k #TaxAdvantagedInvesting #PassiveIncome #CommercialRealEstate #InvestmentStrategy #PortfolioDiversification #LongTermWealth #SmartInvesting #AssetProtection #InvestorMindset #RetirementWealth #FinancialEducation #WealthStrategy    CONNECT WITH KAAREN HALL: LinkedIn: https://www.linkedin.com/in/kaarenhall Facebook: https://www.facebook.com/uDirectIRA X: https://x.com/uDirectIRA YouTube: https://www.youtube.com/channel/UCWAycexbDjYjHh8R8goug0A Website: https://udirectira.com Instagram: https://www.instagram.com/udirectiraservices    CONNECT WITH US   For more information about investing with AJ and Chris:  · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/  For information on Portland Property Management:  · Uptown Properties | http://www.uptownpm.com ·  Youtube | @UptownProperties  Westside Investors Network  · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork ·  Tiktok| @WestsideInvestorsNetwork ·  Youtube | @WestsideInvestorsNetwork 

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down how investors can use a self-directed IRA, HSA, or solo 401(k) to invest in real estate and private lending. They cover the core strategies—rental properties, flips, land deals, and hard money loans—and explain how these accounts can be used to build wealth in a tax-advantaged way.Mat and Mark also share real-world examples from their own investing experience, including buying rental properties inside retirement accounts, structuring private loans secured by real estate, and using Roth funds for high-growth opportunities. Along the way, they walk through the basic steps to get started, when an IRA/LLC may make sense, and the key prohibited transaction rules every investor needs to understand.Whether you are brand new to self-direction or looking for a simple episode to share with someone who wants the big-picture overview, this is a practical introduction to investing retirement funds in assets you know and believe in.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Are you tired of the "dark side" of real estate—dealing with toilets, tenants, and trash? In this episode, Scott Carson, "The Note Guy," pulls back the curtain on a real-world case study in Texarkana to show you how to become the bank, not the landlord. We dive deep into a performing note deal on a $65,000 property that delivers a staggering 16% return—or even an infinite return if you know how to structure the arbitrage. Whether you are looking to invest a small amount of your own capital or want to learn how to raise private money using Self-Directed IRAs, this episode provides the blueprint for building a cash flow machine without the headaches of traditional property management.What You'll Learn in This EpisodeThe Texarkana Case Study: A breakdown of a 3-bedroom, 2-bath asset sold on owner-finance terms with a 13% interest rate.The Math of a 16% ROI: How buying a performing note at 80% of the Unpaid Principal Balance (UPB) creates immediate equity and high-yield cash flow.The "Infinite Return" Strategy: How to use private money at 8–10% to fund 85% of a deal while you keep the difference in interest and a "cha-ching" on the front end.The Three "Cha-Chings": Identifying profit centers on the front end (origination/funding difference), the middle (monthly cash flow), and the back end (payoff/refinance).The 6-Figure Blueprint: Why you only need approximately 20 "small" deals to generate over $100,000 in annual income.SDIRA Secrets: How to find the 6 to 9 private investors you need to raise $1,000,000 for your note portfolio.Foreclosure as a Safety Net: Understanding why Texas is a "friendly" state for note holders, allowing for a 90-day foreclosure process if a borrower stops paying.Asset Appreciation: How a $65,000 property can grow to $100,000 over 10 years, increasing your security and potential REO profit.11 Exit Strategies: From "The Flip" to "The Flow," learn the various ways to monetize both performing and non-performing notes.Market Insights for 2026: Why note buying is the smartest strategy in a landscape where traditional REOs and wholesale deals no longer make sense.Stop flipping burgers and start flipping notes. Real estate investing in 2026 is about being a "Lienlord" and leveraging the power of the bank. If you're ready to master the fundamentals and start your journey toward a 6-figure side hustle, don't miss our upcoming 3-day Virtual Note Buying Workshop. We offer a 100% money-back guarantee because we know this proven plan has helped thousands of investors succeed. Visit NoteBuyingForDummies.com to grab your seat at 50% off and start building your cash flow machine today! Watch the Original Video HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »

Are you tired of the "dark side" of real estate—dealing with toilets, tenants, and trash? In this episode, Scott Carson, "The Note Guy," pulls back the curtain on a real-world case study in Texarkana to show you how to become the bank, not the landlord. We dive deep into a performing note deal on a $65,000 property that delivers a staggering 16% return—or even an infinite return if you know how to structure the arbitrage. Whether you are looking to invest a small amount of your own capital or want to learn how to raise private money using Self-Directed IRAs, this episode provides the blueprint for building a cash flow machine without the headaches of traditional property management.What You'll Learn in This EpisodeThe Texarkana Case Study: A breakdown of a 3-bedroom, 2-bath asset sold on owner-finance terms with a 13% interest rate.The Math of a 16% ROI: How buying a performing note at 80% of the Unpaid Principal Balance (UPB) creates immediate equity and high-yield cash flow.The "Infinite Return" Strategy: How to use private money at 8–10% to fund 85% of a deal while you keep the difference in interest and a "cha-ching" on the front end.The Three "Cha-Chings": Identifying profit centers on the front end (origination/funding difference), the middle (monthly cash flow), and the back end (payoff/refinance).The 6-Figure Blueprint: Why you only need approximately 20 "small" deals to generate over $100,000 in annual income.SDIRA Secrets: How to find the 6 to 9 private investors you need to raise $1,000,000 for your note portfolio.Foreclosure as a Safety Net: Understanding why Texas is a "friendly" state for note holders, allowing for a 90-day foreclosure process if a borrower stops paying.Asset Appreciation: How a $65,000 property can grow to $100,000 over 10 years, increasing your security and potential REO profit.11 Exit Strategies: From "The Flip" to "The Flow," learn the various ways to monetize both performing and non-performing notes.Market Insights for 2026: Why note buying is the smartest strategy in a landscape where traditional REOs and wholesale deals no longer make sense.Stop flipping burgers and start flipping notes. Real estate investing in 2026 is about being a "Lienlord" and leveraging the power of the bank. If you're ready to master the fundamentals and start your journey toward a 6-figure side hustle, don't miss our upcoming 3-day Virtual Note Buying Workshop. We offer a 100% money-back guarantee because we know this proven plan has helped thousands of investors succeed. Visit NoteBuyingForDummies.com to grab your seat at 50% off and start building your cash flow machine today! Watch the Original Video HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3473: Cynthia Meyer explores the hidden risks and complexities of self-directed IRAs, breaking down why the promise of alternative investments like real estate or private equity isn't always as appealing as it sounds. She highlights the higher fees, potential tax traps, liquidity issues, and fraud risks that can catch investors off guard. By walking through who might truly benefit from an SD-IRA, Meyer helps listeners decide whether this strategy fits into a well-diversified, retirement-ready plan. Read along with the original article(s) here: https://www.financialfinesse.com/2016/04/18/are-self-directed-iras-a-good-idea/ Quotes to ponder: "Many alternative investments available in SD-IRAs carry a high risk of losing all or most of your money due to lack of diversification or the inherent risk of the investment itself." "Beware of investing in anything you don't understand and can't explain easily to others." "Remember, if it sounds too good to be true, it probably is." Episode references: Bankrate – Self-Directed IRA: What You Need to Know: https://www.bankrate.com/retirement/self-directed-ira/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3473: Cynthia Meyer explores the hidden risks and complexities of self-directed IRAs, breaking down why the promise of alternative investments like real estate or private equity isn't always as appealing as it sounds. She highlights the higher fees, potential tax traps, liquidity issues, and fraud risks that can catch investors off guard. By walking through who might truly benefit from an SD-IRA, Meyer helps listeners decide whether this strategy fits into a well-diversified, retirement-ready plan. Read along with the original article(s) here: https://www.financialfinesse.com/2016/04/18/are-self-directed-iras-a-good-idea/ Quotes to ponder: "Many alternative investments available in SD-IRAs carry a high risk of losing all or most of your money due to lack of diversification or the inherent risk of the investment itself." "Beware of investing in anything you don't understand and can't explain easily to others." "Remember, if it sounds too good to be true, it probably is." Episode references: Bankrate – Self-Directed IRA: What You Need to Know: https://www.bankrate.com/retirement/self-directed-ira/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3473: Cynthia Meyer explores the hidden risks and complexities of self-directed IRAs, breaking down why the promise of alternative investments like real estate or private equity isn't always as appealing as it sounds. She highlights the higher fees, potential tax traps, liquidity issues, and fraud risks that can catch investors off guard. By walking through who might truly benefit from an SD-IRA, Meyer helps listeners decide whether this strategy fits into a well-diversified, retirement-ready plan. Read along with the original article(s) here: https://www.financialfinesse.com/2016/04/18/are-self-directed-iras-a-good-idea/ Quotes to ponder: "Many alternative investments available in SD-IRAs carry a high risk of losing all or most of your money due to lack of diversification or the inherent risk of the investment itself." "Beware of investing in anything you don't understand and can't explain easily to others." "Remember, if it sounds too good to be true, it probably is." Episode references: Bankrate – Self-Directed IRA: What You Need to Know: https://www.bankrate.com/retirement/self-directed-ira/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Real Estate Pros podcast, host Michelle Kesil interviews Micheal Miller, a real estate investor and construction company owner. Michael shares his journey into real estate, emphasizing the importance of creative finance and networking. He discusses the challenges he faced, the lessons learned, and his current focus on expanding into sober living facilities. Micheal also provides valuable advice for new investors and explains the workings of real estate funds, highlighting the potential of self-directed IRAs for raising capital.   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   —--------------------

If you're looking to generate passive income and steady returns from your retirement account, this is a strategy you need to understand.Join Directed IRA's VP of Sales, Nate Hare, along with co-host Daniel Tercey, for a live training on Private Lending in a Self-Directed IRA.Private money lending has become one of the most popular strategies among self-directed investors, but it must be structured correctly to stay compliant.We'll cover:- How to structure loans using promissory notes and trust deeds- Which borrowers and assets your IRA can (and cannot) lend to- The prohibited transaction rules that can disqualify your IRA- How interest income flows back to your IRA tax-deferred or tax-free- 10 key considerations before deploying retirement funds- What happens in the event of foreclosure- Real client case studies showing how note terms can be structured creatively and predictably At Directed IRA, we've helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

In this episode, Dylan Silver interviews Jennifer Vokolek, a seasoned real estate investor and realtor in the DFW area. They discuss the growth and development of the I-75 corridor, buyer demographics, and available investment opportunities. Jennifer shares strategies for building a rental portfolio, including the benefits of using IRAs for real estate investments. The conversation highlights the dynamic nature of the DFW housing market and the exciting developments occurring in the region.   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   —--------------------

Have questions about self-directed IRAs or alternative investing?In this live, open forum webinar, we answer some of the most common questions people have when starting their self-directing journey, with clear, practical answers. Our Senior Account Executive and Relationship Manager, Daniel Tercey, will cover topics such as:• Common self-directed IRA questions from investors• Investing in real estate, private funds, startups, precious metals, crypto, and other alternative assets• IRA rules, prohibited transactions, and compliance pitfalls to avoid• UBIT, UDFI, and when tax filings may apply• Custodial processes, account administration, and best practices• Recent trends and questions we're seeing from investorsVisit our links Daniel discusses at the end of the webinar:Linktree: https://linktr.ee/SelfDirectedIRABook a call: https://directedira.com/appointment/Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Good morning, afternoon, and good evening, investor! Scott Carson here, ready to tackle the burning questions in the note investing world. I went straight to the source – Google's Gemini AI – and asked for the 20 most frequently asked questions by note investors. And let me tell you, AI did not disappoint! Since so many new folks want to jump into the "sexy side of real estate," I'm breaking down these essential FAQs to help you act like the bank, not the pawn.If you've ever wondered how much cash you really need, whether you own the property (spoiler: you don't!), or how to avoid common pitfalls, this episode is your no-nonsense guide. As I always say, the pen is mightier than the hammer, and these insights are your ultimate toolkit for 2026.Here's your AI-powered cheat sheet to note investing:Note Investing 101: The Basics & Beyond: What's a real estate note? (It's an IOU, baby!). What's the difference between performing, non-performing, and "scratch & dent" loans? And seriously, how much money do you actually need to start? (Hint: it can be less than you think!).Yields, Values & Spreads (No, Not Butter): Unpack what constitutes a "good yield" for performing (9-12%!) and non-performing notes (20%+!). Learn about Investment-to-Value (ITV), Unpaid Principal Balance (UPB), and how to calculate your true return so you're not paying too much for the paper.Due Diligence Decoded (Without Owning the House!): Master the art of checking property condition (BPOs!), title (O&E reports!), and borrower payment history (servicing notes!). Plus, the absolute non-negotiables: collateral files and an unbroken chain of assignments – essential to avoid a "dud" deal.Operations & Management: Who Ya Gonna Call? (Not the Borrower!): Understand why you never call the borrower yourself (it's illegal, buddy!). Learn how servicers manage payments, what happens if a borrower stops paying (loan modifications, cash for keys, foreclosure!), and who's really on the hook for property taxes.Funding Your Future: IRAs & Beyond: Discover how Self-Directed IRAs are a game-changer for note investors, allowing tax-free or deferred growth. Learn about "cash for keys" as a smart exit strategy to avoid costly foreclosures, and why a clear plan beats wishful thinking every time.Whether you're a seasoned pro or just dipping your toes into the "paper investing" world, these 20 FAQs are fundamental. Don't be that person who learns the hard way because they didn't ask. Take action, get educated, and start acting like the bank. Because in the note world, being smart with your debt can make you a whole lot of dough!Want to learn more? Head over to weclosenotes.com, keep listening to the podcast, or sign up for our next workshop at notebuyingfordummies.com. Go out, take some action, everybody, and we'll see you at the top!#NoteInvesting #RealEstateInvesting #NoteInvestingFAQs #AIinRealEstate #PerformingNotes #NonPerformingNotes #DueDiligence #SelfDirectedIRA #CashForKeys #Foreclosure #InvestmentStrategy #RealEstateEducation #PodcastWatch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Send us a textEpisode 3 of Inside the Family Office: Live Investor PanelReal family office practitioners and allocators share how they structure deals, protect families, and think about wealth:  John, who works inside a single family office's trust company, explains how they custody over $70B in assets with a focus on alternative assets inside self-directed IRAs, Roth IRAs, HSAs, and solo 401(k)s. He walks through real examples of using these vehicles to buy property and earn profits with zero tax, and why he's obsessed with Roth structures for families and principals. John also touches on recent policy interest in alternatives within retirement plans and the explosive growth in investors seeking non-correlated assets. Dr. Cook closes with her own experience allocating Roth capital into crypto and other alternatives.

What if your biggest edge isn't what you buy, but where you hold it? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Henry Yoshida, CFP®, Rocket Dollar CEO & Co-Founder,  who shares how his earlier robo-advisor exit to Goldman Sachs and years as an advisor led to a digital platform for self-directed IRAs holding private and alternative assets. Starting his career at Merrill Lynch during the dot-com bust, he built deep retirement expertise and now oversees a trust company with roughly $12B in alternatives and 9,000+ registered investments. Yoshida explains why asset location can outperform asset selection and why retail access to private markets is set to grow.   Key Takeaways: → How Rocket Dollar provides infrastructure while investors source their own deals. → How Rocket Dollar doesn't manufacture or recommend investments. → Why asset location is crucial. → Why innovation is critical as incumbents eye alternatives.   Henry Yoshida, CFP®, is the CEO and Co-Founder of Rocket Dollar. He was previously the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs in 2016), the founder of MY Group LLC (acquired by Captrust), and spent 10 years at Merrill Lynch. Henry is also a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from the University of Texas at Austin and holds an MBA from Cornell University. He lives in Austin with his two daughters.   Connect With Henry:   Website: https://www.rocketdollar.com/ https://bit.ly/4nKw0WT Instagram: https://www.instagram.com/fitfinancehenry/ LinkedIn: https://www.linkedin.com/in/henryyoshida/   Learn more about your ad choices. Visit megaphone.fm/adchoices

Good morning, afternoon, and evening, real estate investors! Scott Carson here, bringing you another special episode that's all about making money move. Today, we're heading to the true heart of north Texas – Fort Worth (sorry, Dallas) – to chat with one of our note investing rockstars, Brian Dills. This part-time investor is still rocking his full-time gig in education but is building a killer cash flow portfolio, one sweet performing note at a time!Brian's journey is a masterclass in evolving your investing strategy. He started in property management, built and sold a successful company (a feat many just crash and burn!), and even dipped his toes into being a realtor. But it was note investing that truly moved the needle, especially after he "paid the tuition" on a tricky Pennsylvania deal – a valuable lesson that shifted his focus to the steady rhythm of performing notes. Now, he's got a gem on his hands, and you're getting an inside look!Here's what makes this Fort Worth performing note a true Texas-sized opportunity:A-List Asset, Prime Location: Dive into the details of a single-family, first-lien deed of trust in a desirable Fort Worth zip code, boasting a conservative market value of nearly $200,000.Borrower Commitment is King: Discover why the borrowers' history of consistently overpaying to catch up makes this a low-risk, high-reward scenario – they're serious about keeping their home!Sweet 8% Passive Return: Learn how you can plug your idle capital (hello, Self-Directed IRA!) into this deal for a solid 8% interest-only return over 24-36 months, with Brian still banking nearly $300/month in cash flow.Equity Cushion & Texas Speed: Understand the massive equity gap, making this a super secure investment, and why Texas's fast foreclosure laws offer an extra layer of protection (though the goal is always win-win!).The Power of Consistency: Hear how Brian sourced this "in-his-backyard" deal through consistent networking on LinkedIn, proving that showing up and following up works to find off-market opportunities.This isn't just about a single deal; it's a blueprint for building passive income, leaving the rat race, and becoming AI-searchable (if you've been listening!). Brian is living proof that consistent effort and a laser focus on cash flow can get you where you want to go. If you're looking to fund this gem or other future deals, reach out to Brian at brian@heritagefinancialholdings.com or call him directly at (682) 203-7789. Don't let your money sit on the sidelines when you can earn an above-average return and help a fellow investor succeed. Go take some action, everybody – and we'll see you at the top!#NoteInvesting #RealEstateInvestor #PerformingNotes #FortWorthRealEstate #TexasInvesting #PassiveIncome #SelfDirectedIRA #CashFlow #RealEstateDeals #InvestorMindsetWatch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Tait Duryea and Ryan Gibson sit down with Mat Sorensen of Directed IRA to tackle one of the most common investor questions: Who do you actually trust when investing in alternative assets? The conversation breaks down how to vet operators, assess risk, understand leverage, and use self-directed retirement accounts responsibly. Mat shares real-world insight from seeing thousands of deals flow through his firm, explains why advisors often avoid alternatives, and outlines practical rules for due diligence, alignment, and saying no to bad opportunities.Mat Sorensen is a nationally recognized authority on self-directed retirement investing and the CEO of Directed IRA. A tax and business attorney with over 20 years of experience, Mat has helped thousands of investors use IRAs and 401(k)s to invest in alternative assets like real estate, private equity, and startups. He is the author of The Self-Directed IRA Handbook and co-hosts educational events and podcasts focused on empowering investors to take control of their retirement capital.Show notes:(0:00) Intro(0:29) Understanding investment risk(4:54) What custodians do and don't do(6:01) Why advisors avoid alternatives(9:09) How wealthy investors allocate capital(13:55) What you pay a self-directed custodian for(18:16) The “bring your own deal” reality(25:05) Identifying an operator's real edge(33:07) Debt as the biggest risk factor(48:28) Learning when to say no(51:57) OutroConnect with Mat Sorensen:Website: https://directedira.com/ YouTube: https://www.youtube.com/@MatSorensen/videos Learn more about: Alternative Asset Investor Summit - https://altassetsummit.com/ Episodes Mentioned:1. #124 - $44 Trillion and the Future of Retirement Investing with Mat Sorensen2. #110 - The IRA Club Advantage: The Self-Directed IRA Strategy for Pilots with Ramez Fakhoury 3. #36 - Decoding the Untapped Potential and Complex World of Self-Directed IRAs with Derreck Long 4. #9 - Demystifying IRAs: Transfers Vs. Rollovers with Carrie Cook —If you're interested in participating, the latest institutional-quality self-storage portfolio is available for investment now at: https://turbinecap.investnext.com/portal/offerings/8449/houston-storage/ — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com *Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

For more details on prohibited transactions download the Self-Directed IRA Handbook (look for chapters 4, 5, 6, and 7): https://directedira.com/the-self-directed-ira-handbook/In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J Kohler break down the single most important rule in the world of self-directed IRAs, the prohibited transaction rule. Before your IRA buys real estate, a private company, crypto, or any other alternative asset, you need to understand who your IRA can transact with and how to avoid accidental mistakes that can blow up your entire account.Mat and Mark explain the three core varieties of prohibited transactions in a simple and memorable way, using real client examples along with their usual energy, humor, and clever comedy bits. You will learn why certain family members are off limits, what happens if you try to stay in your IRA owned Airbnb, how sweat equity can accidentally trigger a self dealing violation, and how to safely buy rentals or businesses in your retirement account with confidence.The hosts also sprinkle in a series of fun “you know it is a prohibited transaction when” jokes that make the topic easy to remember and surprisingly entertaining. By the end, you will understand how to stay compliant, make smarter investment decisions, and unlock the real power of a self-directed IRA.Perfect for real estate investors, business owners, and anyone using an IRA for alternative assets, this episode gives you the clarity you need to protect your account and maximize long term gains.Chapters: 0:06-  Welcome And Why This Matters0:12 - Defining Prohibited Transactions2:16 - What IRAs Can And Can't Own2:54 -It's About Who And How, Not What2:59 - Per Se Prohibited Transactions Explained4:34 - Disqualified Persons And Family Traps7:25 - After You Buy: Use And Benefit Rules8:17 - Renting To Family And Self-Dealing10:26 - Sweat Equity And Fixer Upper Pitfalls12:49 - Managing Vs. Working: The 50 Percent Line16:13 - Facts, Circumstances, And Case Law17:49 - Practical Guardrails And Flexibility19:36 - Resources, Book, And Professional Help19:51 - Closing Remarks And DisclaimersDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

For the full video webinar visit: https://directedira.com/opening-a-self-directed-ira/For more details on prohibited transactions download the Self-Directed IRA Handbook (look for chapters 4, 5, 6, and 7): https://directedira.com/the-self-directed-ira-handbook/Most Self-Directed IRA investors worry about choosing the right asset, but the real danger is accidentally breaking an IRS rule you didn't even know existed. Watch Mat Sorensen (CEO, Directed IRA) and Lindsay Mersino (Executive Director of Operations) host a brand-new session that breaks these rules down clearly, simply, and with real examples you won't find anywhere else.     You'll Learn- What a Self-Directed IRA can invest in- The three investments IRAs cannot hold- How IRS prohibited transaction rules actually work and the real mistakes that cause penalties- Who counts as a “disqualified person” and why this matters for every deal you structure- The three types of prohibited transactions- Deal examples that stay compliant vs. deals that disqualify an IRA- How to safely structure alternative investments through your SDIRAWhy Directed IRA?At Directed IRA, we've helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com