Episodes

The Road To Financial Freedom

Episode 16 – How To: Fund Your IRA/Purchase with Ryan Fischer

Deciding to keep more of what you earn by investing in alternative assets in addition to or in lieu of your W2 income is a great move for many investors in order to grow their income. But even after you’ve opened a self-directed IRA, funded the account, done …

listen to episode >

The Road To Financial Freedom

Episode 15 – Protecting Your Assets with Scott Smith

Perhaps one of the greatest setbacks or reservations new investors have encountered concerns risk. Investing in alternative assets like real estate requires understanding risks and complying with IRS regulations, tax law, and more to ensure your investments avoid penalties and lawsuits. So how do you invest safely? How …

listen to episode >

The Road To Financial Freedom

Episode 14 – How To: Hard-To-Value Assets/ Fair Market Values with Sean Jensen

Learning how to make investments in alternative assets is an educational journey that many investors embark on, but when it comes to valuing those assets at the end of the year, many of us get stuck. How do you determine what the assets in your IRA are worth, …

listen to episode >

The Road To Financial Freedom

Episode 13 – Building and Operating Your Business with Steve Lloyd & Kerry Faix

No matter where you are on your investment journey, you may reach a point where you decide it’s time to seek out new business opportunities. But how do those opportunities arise, and how does one seek them out? Steve Lloyd and Kerry Faix, founders and managing partners of …

listen to episode >

The Road To Financial Freedom

Episode 12 – Venturing into Asset Investing with Dave Zook

For many new and even experienced investors, learning how to invest in alternative assets and build a diverse investment portfolio is a key tool for growing wealth. As a successful and experienced business owner and syndicator, founder and CEO of The Real Asset Investor Dave Zook has expanded …

listen to episode >

The Road To Financial Freedom

Episode 11 – Unlocking Potential with Liz Faircloth

As investors, we ask ourselves many questions when we start out: Do I have the time to start investing? How much can I afford to spend on investments? Is this investment right for me? How do I find the right property? Am I ready? For Liz Faircloth and …

listen to episode >

The Road To Financial Freedom

Episode 10 – Breaking Down the Basics of Self-Directed Investing with CamaPlan’s William Mucker

Most income-earners in the country aren’t aware of the self-directed option for a number of reasons. Brokers and custodians don’t always fully understand or even offer self-direction, and even if they do, it’s often from a limited menu of investment options. In this week’s episode, learn from the …

listen to episode >

The Road To Financial Freedom

Episode 9 – Understanding Tax Law Changes with Carl Fischer, CISP

2020 has been a confusing year on so many levels.  In their efforts to help businesses and taxpayers cope with economic disruptions, Congress and the IRS have passed a veritable blizzard of new rules and deadline changes, many of them affecting retirement savings.  Some of the new rules …

listen to episode >

The Road To Financial Freedom

Episode 8 – Family Investing Values With Lou Polisano

As an investor, Lou Polisano’s an entrepreneur, company builder, and natural promoter.  Since the sale of his consulting firm, he has transitioned into managing his and his family’s investments full-time.  A specialist in big data, analytics, and financial performance, he and his wife, Maggie Polisano, co-founder of CamaPlan …

listen to episode >

The Road To Financial Freedom

Episode 7 – Life Lessons for an Investor With Dave Van Horn

Dave Van Horn has raised over $200 million dollars for both notes and commercial real estate. He is President and CEO of PPR Note Co., a holding company that manages several funds for buying, selling, and holding residential mortgages. He is also a co-founder and board member of …

listen to episode >