For so many of us, it’s easy to get bogged down by our nine to five jobs, especially if Uncle Sam has such a big say in how much of that hard-earned W2 income comes out of our paychecks. The ability to take control of our wealth and …
Episodes
Episode 22 – Profile Series: Balancing Life and Wealth with Matt Topley
Regardless of where you are in your journey, finding balance between your financial and personal goals can be a valuable wealth-building key for investors. But how is this balance achieved? How can you ensure that your investments will gain capital while strategizing for your family’s future well-being? For …
Episode 21 – Profile Series: Developing Your Conscious Edge with Alecia St. Germain
Perhaps one of the most common things we as investors take for granted is our mental health. How often do we check in with ourselves to evaluate if we are not only financially, but emotionally ready to take on an investment? How can we access our strengths and …
Episode 20 – How To Series: Purchasing Real Estate in Your IRA with Donna Iannuzzi
Many of the investors we have heard from on this podcast have gotten their start through real estate. With its varying types and wide range of benefits, it’s no wonder real estate is one of the most popular alternative assets people choose to invest in. But if you’re …
Episode 19 – Profile Series: Evaluating the Risks and Returns of Tax Lien Investing with Joanne Musa
In our quest for a diversified portfolio, we may get tripped up on knowing where to turn next. Where can you expand your expertise and venture into new investments that will help you grow your wealth, and how do earn those desired high returns on investments without running …
Episode 18 – Profile Series: Investing in Energy with Troy Eckard
Alternative assets span a wide range beyond the realm of Wall Street’s traditional stocks and bonds. Perhaps you’re familiar with popular alternative assets like real estate, notes, and even precious metals. Diving deeper into these investments can open you up to a whole new world of specialized asset …
Episode 17 – Profile Series: High Notes of Growing Your Syndication Business with Corinn Altomare
Not everyone knows they want to be an investor right away. Some of us take many paths before charting a course on the road to financial freedom. Regardless of where you are in life, building wealth and saving for retirement is never a wrong turn to make. After …
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 …
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 …
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, …
