The Alternative Investing Advantage
By Advanta IRA
The Alternative Investing AdvantageMar 23, 2022
Episode 92: Fractionalized Real Estate Investing with Brian Dally
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Brian Dally, Co-Founder and CEO of Groundfloor. Together, they cover fractionalized real estate investing strategies.
Subscribe to our YouTube channel and join our growing community for new videos every week.
If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA: https://www.AdvantaIRA.com/
The Alternative Investing Advantage is brought to you by
Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 91: Real Estate Debt Investing Strategy with Heather Dreves
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Heather Dreves, the Director of Investor Relations and Fund Manager of Secured Investment Corporation. Together, they discuss the basics of investing in real estate debt.
Subscribe to our YouTube channel and join our growing community for new videos every week.
If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA: https://www.AdvantaIRA.com/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 90: Litigation Finance 101 with Sean Campbell
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Sean Campbell, Managing Director and Head of Distribution of Valiant Litigation Finance. Together, they discuss litigation financing.
Subscribe to our YouTube channel and join our growing community for new videos every week.
If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA: https://www.AdvantaIRA.com/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 89: Exploring Precious Metal IRAs with Kevin DeMeritt
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Kevin DeMeritt, founder and operator of one of the largest precious metals firms in the United States, Lear Capital. Together, they dive into the world of precious metal IRAs.
Subscribe to our YouTube channel and join our growing community for new videos every week.
If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA: https://www.AdvantaIRA.com/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 88: Effective Strategies for Business Owners with Patrick Esposito
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Patrick Esposito, founder of Initiative Labs and co-founder of ACME General Corporation. Together, they discuss effective strategies business owners can use with their small to medium-sized companies.
Subscribe to our YouTube channel and join our growing community for new videos every week.
If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA: https://www.AdvantaIRA.com/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 87: A Guide to Financial Planning Options with Tyson Ray
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Tyson Ray, CEO of FORM Wealth Advisors. Together, they discuss different financial planning options for investors. Subscribe to our YouTube channel and join our growing community for new videos every week.
If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA: https://www.AdvantaIRA.com/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc. FORM Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not provide tax advice. Form Wealth Advisors is located at 431 Geneva National Ave S, Lake Geneva, WI, 53147 and you can reach the office at 262-686-3005.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 86: Exploring Small Business Marketing Strategies with Mark Newsome
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes marketing specialist Mark Newsome. Together, they discuss various marketing strategies you can use for your small business. Subscribe to our YouTube channel and join our growing community for new videos every week.
If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA: https://www.AdvantaIRA.com/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 85: Strategic Financial Planning for Investors with John Ensley
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes John Ensley, President of J-Ensley Financial. Together, they discuss strategic financial planning strategies for investors. Subscribe to our YouTube channel and join our growing community for new videos every week.
If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA: https://www.AdvantaIRA.com/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 84: Financial Empowerment for Women with Melissa Leon
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes finance and accounting expert Melissa Leon. During this episode, they discuss the importance of financial empowerment for women.
If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA: https://www.AdvantaIRA.com/
Learn more about guest speaker Melissa Leon: https://www.linkedin.com/in/melissajleon/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 83: Part 2—A Guide to Raising Capital with Randy Smith
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes back Randy Smith, founder of Impact Equity. Together, they continue their discussion on everything you need to know about raising capital for your next real estate syndication investment.
If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ Learn more about guest speaker Randy Smith: https://www.impactequity.net/who-we-are
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 82: Part 1—A Guide to Raising Capital with Randy Smith
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Randy Smith, founder of Impact Equity. Together they discuss everything you need to know about raising capital for your next real estate syndication investment.
If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ Learn more about guest speaker Randy Smith: https://www.impactequity.net/who-we-are
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 81: The Basics of Industrial Real Estate with Brad Shepherd
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Brad Shepherd, Managing Partner of Sugarhouse Investments. Together they discuss the basics of commercial and industrial real estate.
If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ Learn more about guest speaker Brad Shepherd: https://sugarhouseinvestments.com/about/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 80: Exploring Real Estate Notes with Lauren Wells
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Lauren Wells, Vice President of Seveney Investments. Together they discuss the ins and outs of mortgage notes. If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Subscribe to our YouTube channel and join our growing community for new videos every week. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ Learn more about guest speaker Lauren Wells: https://7einvestments.com/about/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 79: Investing Wisely in Agriculture & Farmland with David Chan
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes David Chan, CCO of FarmTogether. Together they discuss investing in agriculture and farmland. If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Subscribe to our YouTube channel and join our growing community for new videos every week. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ Learn more about guest speaker David Chan: https://farmtogether.com/about
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 78: A Guide to Real Estate Syndications with Timothy Lyons
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Timothy Lyons, co-founder and Managing Partner of Cityside Capital. Together they dive into the world of real estate syndications. If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com. Subscribe to our YouTube channel and join our growing community for new videos every week. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ Learn more about guest speaker Timothy Lyons: https://citysidecap.com/about/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 77: Rare Opportunities—Investing in Strategic Metals with Louis O’Connor
Did you know you can invest in rare Earth elements and technology metals?
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Louis O'Connor, CEO of Strategic Metals Invest. Together they discuss why and how to invest in strategic metals. If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Subscribe to our YouTube channel and join our growing community for new videos every week.
Learn more about Advanta IRA:
https://www.AdvantaIRA.com/
Learn more about guest speaker Louis O'Connor:
https://strategicmetalsinvest.com/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 76: Fully Detailed—Investing in Car Washes with Dave Zook
Owning a car wash can be a lucrative investment opportunity. In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Dave Zook, founder of The Real Asset Investor. Together they discuss the booming car wash industry. If you’re interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com. Subscribe to our YouTube channel and join our growing community for new videos every week. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ Learn more about guest speaker Dave Zook: https://therealassetinvestor.com/our-team/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 75: Unboxing the Basics of Single Family Investment Lending with Doug Smith
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Doug Smith of Castle Rock Capital Funding. Together they discuss getting started with lending on single family homes. If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA: https://www.AdvantaIRA.com/
Learn more about guest Doug Smith:
https://mortgagesbycastlerock.com/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 74: Franchise Investing through Crowdfunding with Kenny Rose
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Kenny Rose of FranShares. Together they discuss getting past the typical barriers to entry of traditional franchise investments using crowdfunding.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA: https://www.AdvantaIRA.com/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 73: Diving into Pooled Investment Funds with Matt Burk
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Matt Burk CEO of Fairway America. Together they dive into the world of establishing pooled investment funds.
These structures offer investment managers the flexibility to invest with greater discretion and across more deals that just syndicating one deal at a time.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA:
Website: https://www.AdvantaIRA.com/
LinkedIn: https://www.linkedin.com/company/Adva...
Twitter: https://twitter.com/AdvantaIRA
Facebook: https://www.facebook.com/AdvantaIRA/
Learn more about guest Matt Burk at: https://fairwayamerica.com/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 72: Achieving the American Dream in the Big City with David Dippong
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes David Dippong of David Dippong Real Estate. Together they cover how to achieve homeownership, specifically for middle and lower-American wage earners in big cities.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA:
Website: https://www.AdvantaIRA.com/
LinkedIn: https://www.linkedin.com/company/Adva...
Twitter: https://twitter.com/AdvantaIRA
Facebook: https://www.facebook.com/AdvantaIRA/
Learn more about guest David Dippong at: https://dippongrealestate.com/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 71: Understanding Investment Tax Issues with Chase Insogna
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Chase Insogna of Insogna CPA. Together they discuss tax issues related to easement investing and other investor related tax issues.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA:
Website: https://www.AdvantaIRA.com/
LinkedIn: https://www.linkedin.com/company/Adva...
Twitter: https://twitter.com/AdvantaIRA
Facebook: https://www.facebook.com/AdvantaIRA/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 70: Private Equity Investing with an IRA
In this episode of the AIA podcast, host Alex Perny of Advanta IRA dives deep into private equity investing and the different routes investors can take with varying investment structures.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 69: Alternative Taxes for Alternative Investors
In this episode of the AIA podcast, host Alex Perny of Advanta discusses taxes that are often misunderstood and overlooked by alternative investors who invest with their retirement plans. If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/ Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
The Alternative Investing Advantage is brought to you by Advanta IRA.
Episode 68: A Deep Dive Into the Housing Market with Charles Carillo
Alex Perny welcomes Charles Carillo of Harborside Capital, to talk about the state of the housing market and how it is driving strategy in the multifamily and commercial sectors.
Alex shares the market recap for 5/22/2023, and explains what deficit spending is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com.
Episode 67: From Software to Solid Investments - Understanding the Changing Private VC Market with Robert Cote
Alex Perny of Advanta IRA welcomes Robert Cote of Cote Capital, for a discussion on the shifting private VC market. Alex also shares a market recap for 5/8/2023 and explains what a prospectus is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com.
Episode 66: Investing in Cryptocurrency Markets with Pareto Technologies
Alex Perny of Advanta IRA welcomes Junaid Ghuari of Pareto Technologies, for an interesting discussion on cryptocurrency markets and trading. Alex also shares a market recap for 5/1/2023 and explains what an American Depositary Receipt (ADR) is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com.
Episode 65: How to Invest in a Franchise with Marty Greenbaum
Alex Perny of Advanta IRA welcomes Marty Greenbaum, a franchise consultant and educator, for a discussion on investing in franchises. Alex also shares a market recap for 4/17/2023 and explains what a franchise is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com.
Episode 64: What to Expect During an IRS Tax Audit with Neil Paulson
Alex Perny of Advanta IRA welcomes Neil Paulson, a seasoned investor, for a discussion about what to expect when audited by the IRS and how to handle it. Alex shares a market recap for 4/03/2023 and explains what OPEC (Organization of the Petroleum Exporting Countries) is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com.
Episode 63: The Benefits of Real Estate Cash Purchases & Partnerships with Brad Hovis
Alex Perny of Advanta IRA welcomes Brad Hovis of Rollover to Retire for a discussion about moving away from financed real estate deals to using cash and partnerships to build wealth.
Alex shares a market recap for 3/27/2023 and explains what a discount rate is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com.
Episode 62: Part 2 - The Benefits of Bridge Debt Investing with Brock Freeman of Kirkland Capital
Alex Perny of Advanta IRA welcomes Brock Freeman of Kirkland Capital for part 2 of a 2-part discussion about using bridge loans to invest in commercial real estate and limited partnerships. Part 2 features a deep dive on bridge debt.
Alex shares a market recap for 3/13/2023 and explains what a shelf offering is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/ Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com.
Episode 61: Part 1 - Performing Due Diligence with Bridge Debt Investing with Chris Carsley of Kirkland Capital
Alex Perny of Advanta IRA welcomes Chris Carsley of Kirkland Capital for a 2-part discussion surrounding using bridge loans with investing in commercial real estate and limited partnerships. Part 1 features a deep dive on performing due diligence with these types of investments.
Alex shares a market recap for 3/6/2023 and explains what Environmental, Social, and Governance (ESG) investing is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com.
Episode 60: Understanding potential tax issues surrounding cryptocurrency investing with Micah Fraim
Alex Perny of Advanta IRA welcomes Micah Fraim of Fraim, Cawley & Company, a CPA firm specializing in cryptocurrency investing tax issues. They discuss the current state of crypto investing, new legislation regarding crypto, and the benefits of using your retirement funds to invest.
Alex shares a market recap for 2/27/2023 and explains what Section 230 protection is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/ Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com.
Episode 59: Using Alternative Marketing Strategies to Drive Real Estate Sales with Jerome Lewis
Alex Perny of Advanta IRA welcomes real estate investor and marketer Jerome Lewis. Jerome shares some of his innovative strategies for driving interest and sales of his residential and commercial properties.
Alex shares a market recap for 2/6/2023 and explains what a liquid CD selling is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com.
Episode 58: Turning Underperforming Notes into Profitable Investments with Martin Saenz
Alex Perny of Advanta IRA welcomes Martin Saenz of Bequest Funds for a discussion centered around investing in underperforming notes and how to make them a profitable investment.
Alex shares a market recap for 1/30/2023 and explains what naked short selling is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com.
Episode 57: Why Investing in Precious Metals Is Hot Now with Patrick Yip
Alex Perny welcomes Patrick Yip of APMEX one of the largest precious metals brokers in the U.S., to talk about the history of precious metals and the current state of investing in gold, silver, platinum, and palladium.
Alex shares the market recap for 1/23/2023, and explains what a people poison pill is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com.
Episode 56: The SECURE Act 2.0—What You Need to Know
Alex Perny details what you need to know about the SECURE Act 2.0 which is new legislation that impacts retirement plans. Alex also provides a market recap of the some investment news for the week of 1/9/2023.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com.
Episode 55: Energizing Your Portfolio by Investing in Coffee with Joshua Ziegelbaum
Learn how you can energize your portfolio by investing in coffee with Alex's guest Joshua Ziegelbaum, director of investor relations for Legacy Group. Alex covers the market recap for 12/26/2022, and explains what a hurdle rate is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/ Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com.
Episode 54: Pivoting to Profits: When to Change Strategies with Chris Freeman
See the writing on the wall and understand when to pivot and invest in different markets as a commercial real estate investor. Seasoned investor Chris Freeman of Pacific Pine Property is our guest and explains how. Alex covers the market recap for the week of 12/19/2022, and what comparative advantage is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 53: Checking into Hotel Investments with Tempest 22
Alex Perny is joined by veterans and owners of Tempest 22, Octavio Mota and Danny Frye. Together they discuss the possibility to make serious profits by investing in hotels. Alex covers the market recap for the week of 12/12/2022 and what a price-to-earnings ratio is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 52: Navigating the Legal Side of Syndication Investing with Attorney Gene Trowbridge
Alex welcomes attorney Gene Trowbridge as they discuss how to identify and avoid red flags so you can be on your way to successful syndication investing. Alex Perny will also cover the market update for the week of 11/28/2022 and explains the Jobs Act.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 51: Managing an Alternative Asset Portfolio with Zak Boca
Learn alternative solutions to alternative asset management with AltExchange CEO Zak Boca and Alex Perny of Advanta IRA. Alex will cover the market update for 11/14/2022 and what machine learning is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 50: Using Down Markets for Big Gains with Roth Conversions
In this episode, Alex dives into Roth conversions in the context of market volatility. Could this be a good time to choose this strategy with depressed values? He will share strategies for how these conversions could work. Alex shares the market recap for the week of 11/7/2022 and explains what net asset value is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/ Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 49: Building Strong Foundations in Multi-Family Real Estate with Brandon Cotie
Listen to Alex Perny and guest Brandon Cotie as they discuss how to invest as a limited partner in apartment buildings. Alex covers the market recap for the week of 10/24/2022, and explains what a loan-to-value ratio is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/ Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 48: Death & Taxes ... How HSAs Provide Tax-Free Options to Care For Your Health
Alex dives into the misunderstood & underutilized power of HSA accounts. He also covers what a debenture is, and the market recap for the week of 10/17/2022.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 47: Unexpected Taxes for Alternative Investments
Join Alex Perny as he deep dives into navigating the tax minefield for private equites in retirement plans. Alex covers the market recap for the week of 10/3/2022, as well as what an exchange traded fund is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 46: SPECIAL EDITION: 2022 Market Update
Everything you need to know about what is happening in our markets and abroad! Alex also covers what a homestead exemption is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/ Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 45: The Secrets to Flipping Mobile Homes
Listen in as Alex discusses the ins and outs of flipping and rehabbing mobile homes. Alex also covers the market recap for the week of 9/12/2022 and explains what a memorandum of understanding is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/ Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 44: A Comprehensive Review of the Inflation Reduction Act
Listen in as Alex does a deep dive into the Inflation Reduction Act. Alex covers a market recap for the week of 8/22/2022 and explains what the discount rate is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Episode 43: Demystifying the Power of Checkbook Control IRAs
Are you wondering how to build the ultimate level of retirement plan control? Alex dives into the benefits of checkbook control IRAs. Alex begins the episode with the market recap for the week of 8/15/2022 and describes what earnings before interest, taxes, depreciation and amortization (EBITDA) is.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/ Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.