The Alternative Investing Advantage

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 multi-family and commercial sectors.

Alex shares the market recap for 5/22/2023, and explains what deficit spending is.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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. 

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.

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.

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.

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.

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.

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.

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.

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.

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.

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. 

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.

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. 

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.

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.

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.

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.

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.

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 October 24th, and explains what a loan-to-value ratio is.

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.

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.

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.

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, as well as what an exchange traded fund is.

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.

Everything you need to know about what is happening in our markets and abroad!

Alex also covers what a homestead exemption is.

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.

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. 

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.

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.

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.

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. 

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.

Guest Justin Papadakis shares a look through the playbook on how sport franchise investing works. Alex shares the market recap for the week of 8/8/2022 and what Alpha is. 

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.

Listen in as Alex talks with Zane Graser on his journey in real estate investing and learn how to go from dealing with inmates to tenants.

Alex will also cover the market recap for the week of 8/1/2022 and what enterprise value is.

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.

It's no secret that the cryptocurrency market has had a rough couple of weeks. Listen in as Alex discusses the importance of regulation in unregulated markets.

On this episode Alex covers the market recap for 7/25/2022 and explains what the Securities Investors Protection Act is.

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.

Join Alex as he takes a closer look at investing in precious metals with your IRA. Learn some strategies and the pitfalls to avoid when investing in these alternative assets.

Alex covers the market recap for the week of 7/17/2022 and what present value is. 

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.

In this episode Alex explains how to use a solo 401(k) instead of an IRA to avoid owing unrelated business income tax (UBIT) on debt-financed real estate investments. You will learn the difference between UBIT and unrelated debt-financed income (UDFI) and how both impact IRAs versus solo 401(k)s so you can take advantage of zero tax real estate financing on those investments.

Alex will also cover a market recap for the week of 7/11 and explain what a bear market is.

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.

Join Alex as he discusses how an HSA can provide options for healthcare savings as well as tax-advantaged growth! He shares the market update for the week of 6/27/2022 and explains what Basis Points are.

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.

This week our guest Miriam McKisic, an American Ninja Warrior, explains how you can escape working the classic 9-5 job to investing in multifamily real estate. She and Alex will discuss how she went from the typical W2 employment to becoming the successful investor she is today.

Alex will cover what a margin call is, as well as the market update for the week of 5/13/2022.

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.

Join Alex as he covers how to grow your retirement portfolio off wall-street.

Alex covers the market recap for the week of 6/6/2022 and what the applicable Federal rate (AFR) is. 

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.

Alex Perny welcomes John Schaub to discuss how you can navigate tenants (and tenant issues), owner financing, and exorbitant home prices.

Alex also covers the market recap for the week of 5/30/2022 and what a bear market is.

Learn more and register for John's event here: https://bit.ly/3M3MWVj

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.

Join Alex Perny as he analyzes the recent events in cryptocurrency markets and beyond!

Alex also covers the market update from the week of 5/23/2022 and what arbitrage is.

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.

In this episode, Alex takes a deep dive into how to use IRAs to hold mortgages for tax-free cash flow. Don't leave money on the table when it comes to private lending and your IRA, learn how you can utilize this type of investment today.

Alex covers the market recap for 5/9/2022 and explains what an exchange-traded fund is. 

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.

Join Alex Perny, Corey Daharsh and Chris Larsen of Next Level Income as they analyze the full spectrum of commercial real estate investments from apartments to car washes. Learn how Chris got started, and what you may need to know to begin investing in the commercial real estate market. 

Alex shares a market recap for the week of 5/2/2022, and explains what a short squeeze is. 

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.

Dan Handford, a seasoned real estate investor, joins Alex Perny on this episode of the Alternative Investing Advantage to share 7 red flags to look out for when it comes to investing in commercial real estate. 

In this week's segment of The What Is, Alex discusses what a "poison pill" is, as well as the market recap for the week of 4/25/2022.

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.

Alex is joined by Jonathan Cattani to discuss how you can use self-storage investments to build wealth.

Alex also covers a market recap for the week of 4/18/2022 and what a block chain is.

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.

Don’t let tax savings go up in smoke there is still time to make IRA contributions! Alex Perny shares some last-minute tax tips for those still putting the final touches on their 2021 tax filings. 

He also covers a market recap and what a Federal Housing Authority administration loan (FHA loan) is.

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.

Alex takes a deep dive with Self-Directed IRA investor Reneika Lightbourne. Learn how she got her start on investing with her self-directed IRA and how that led her to become a business development specialist with Advanta IRA.

Alex shares his market recap for the week of 4/4/2022 and explains what an inverted yield curve is.

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.

How do you find profitable and affordable deals in this crazy real estate market? Alex welcomes Adrian Smude, a seasoned mobile home investor, to discuss his strategies for investing when the market is hot. 

Alex covers the market recap for the week of 3/28/2022, and what the velocity of money is.

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.

Alex Perny is joined by Derrick Barker and Andres Sandate of Nectar to discuss how you can grow your short-term rental portfolio into an empire.

Alex covers the market recap for the week of 3/21/2022, and our What Is segment explains a producer price index.

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.

Hoards, drug labs, deaths…don’t let these issues stop you from buying property! Alex talks with Laura Spaulding about her unique and important business, and why investing in properties with less than savory backstories can be in your best interest. 

Alex shares the market recap for the week of 3/14/2022 and what compound interest is.

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.

Don’t fall victim to avoidable issues with your checkbook control IRA, join Alex Perny and his guest John Hyre. Together they will discuss court cases, and ways you can avoid any issues that may arise when using your IRA to invest in alternative assets. 

Alex shares the market recap for the week of 3/7/2022 and what Beta is.

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.

Alex Perny of Advanta IRA shares tips on avoiding unrelated business income tax (UBIT) levied on unrelated debt financed income (UDFI) when your IRA borrows money to invest

Alex shares the market recap for the week of 2/28/2022 and what short-selling is.

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.

Navigate the purchase of precious metals correctly or pay a hefty price. Listen in as Alex Perny discusses how precious metals can benefit your retirement strategy.

Alex shares the market recap for the week of 2/21/2022 and what a 1040 tax form is.

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.

Alex Perny is joined in this episode by Jim Hiza who explains how drilling for minerals can make you barrels of profits.

Alex shares the market recap for the week of 2/14/2022 and what a royalty is.

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.

Alex Perny is joined in this episode by Ryan Hughes as he shares how you can get bigger deals with your IRA using non-recourse loans. 

Alex shares the market recap for the week of 2/7/2022 and what a non-recourse loan is.

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.

Join Alex Perny and guest Jennifer Barner from Lighthouse Ventures as they discuss how to find your way through real estate syndications.

Alex shares the market recap for the week of 1/31/2022 and what a Break Even Analysis is.

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.

Join Alex Perny and Billy Batson as they discuss how he went from a 9-5 to building real estate investment and educational empire. Learn from his experiences, and take away tips that can help you on your investing journey.

Alex shares the market recap for the week of 1/24/2022 and what a Acid Test Ratio is.

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.

In this episode Alex is joined by Jamie Vrijhof-Droese who heads the business development of WHVP and advises a group of international clients with respect to international diversification and asset protection. Together they will discuss how you can use your IRA to invest internationally.

Alex shares the market recap for the week of 1/17/2022 and what a HSA is and if opening one is the right strategy for you.

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.

Real estate investing is one of our most popular investment options, and one we receive the most questions about. If you are interested in long-term real estate investing you will gain a lot of knowledge from Dyches Boddiford. With over 40 years of real estate investing experience, Dyches shares his advice on getting started or growing your real estate portfolio. 

Alex shares the market recap for the week of 1/10/2022. what a 1031 exchange is and how it can be helpful for your retirement strategy.

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.

Are you interested in investing in real estate syndications? Start here with syndication attorney Kim Lisa Taylor as she discusses the legalities of syndication investing. During this conversation, Kim shares her expertise alongside Alex Perny—a valuable conversation for investors of all levels.

Alex shares the market recap for the week of 12/20/2021 and what a Roth conversion is and how it can be helpful for your retirement strategy. 

The Alternative Investing Advantage is taking a holiday break until 1/12/2022, we hope you enjoy your holiday's! We look forward to sharing more investing tips and news with you in the new year. 

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.

On this episode Alex talks to Bill Cook about how he grew his company on the timeless principle of door knocking. He shares his insights on how he grew his portfolio, and what his company provides to investors looking to get started. 

This week on The What Is learn about Pre-IPO's. Alex will also discuss the market update for the week of 12/13/2021

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.

Alex Perny welcomes Jake Marmulstein, the founder, president, and CEO of Groundbreaker Technologies. He is the creator of one of the leading investor management portals and will share what he has learned from working with hundreds of syndication projects and how that can help your investment portfolio.

Alex will also cover a market recap for the week of 12/06/2021. On this week's segment of The What Is, Alex will discuss what a 401(a) is

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.

Alex Perny welcomes Vinney Chopra who shares his story of coming to the United States with $7 in his pocket to his success today. As a multifamily sponsor he has facilitated over 26 successful syndication deals and manages a successful real estate investment portfolio worth over $200 million. On this episode of Target Market Insights, he shares his thoughts on which markets are emerging and how to identify them.

Alex will also cover a market recap for the week of 11/15/2021. On this week's segment of The What Is, Alex will cover Fiat Money.

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.

Alex Perny welcomes Steven Libman of Integrity Holdings, who shares his background in real estate investing. Alex and Steven discuss how to go from single family wholesale investments to multi-million dollar commercial apartment syndications.

Alex will also cover a market recap for the week of 11/8/2021. On this week's segment of The What Is, Alex will cover warrants.

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.

Alex Perny of Advanta IRA welcomes Richard Coyne & Bill Zahller, who will share the ins and outs of multifamily investing. Learn how they grew from single family investing to starting Park Capital Partners, LLC. 

Alex will also cover a market recap for the week of 11/01/2021. He will also cover derivatives on this weeks segment of The What Is. 

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.

Alex Perny of Advanta IRA welcomes John Schaub, who will share his real estate investing tips, tricks, and insights. Whether you are considering purchasing your first investment property, or 50th, John will leave you with the information you need to grow your real estate portfolio. 

Alex will also cover a market recap for the week of 10/25/2021, and share facts and insight on Bonds.

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.

How do you create profitable long-term investments? Alex Perny of Advanta IRA welcomes Gino Barbaro of Jake and Gino. Together they will discuss strategies that Gino has used to create investments, how he started in the investment world, and tips you can take with you as you start
(or continue) your investment journey.

Alex will also cover a market recap for the week of 10/18/2021, and share facts and insight on NASDAQ.

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.

On this episode of The Alternative Investing Advantage Podcast, Host Alex Perny speaks with attorney, John Hyre. They discuss how the proposed legislation is set up to hurt retirement funds and investments, and actionable steps you can take to fight the new legislation.

Alex will also cover a market recap for the week of 10/11/2021, and share insight on After-Hours Trading.

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.

On this episode of The Alternative Investing Advantage Podcast, Host Alex Perny welcomes Advanta IRA Founder Jack Callahan. They discuss how Advanta IRA began and why our focus is self-directed IRAs, and the options investors have when investing in alternative assets.

Alex will also cover a market recap for the week of 10/4/2021, and share insight on 403(b)s and if it would benefit you as you grow your retirement funds.

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.

On this episode of The Alternative Investing Advantage, Alex Perny and Scott Maurer discuss new legislation that has the potential to negatively effect IRA investors. Find out what this is and how to stop it today! 

Alex will also cover a market recap for the week of 9/27/2021, and shares insight on the consumer price index.

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.

Are you interested in investing in real estate? Alex Perny of Advanta IRA welcomes Adrian Smude, a long-time investor in mobile homes. Together they will discuss strategy, pitfalls, and successes found in real estate investing.

Alex will also cover a market recap for the week of 9/20/2021, and share insight on Solo 401(k)s and if it would benefit you as you grow your retirement funds.

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.

Do you want to create investing strategies that help to fund your dream lifestyle? Alex Perny of Advanta IRA welcomes Pete Fortunato, a long-time investor. Together they will discuss strategy, pitfalls, and successes found in investing. Plus, Pete will share his tips on how to create income that will fund your dream lifestyle.

Alex will also cover a market recap for the week of 9/15/2021, and share insight on SEP IRAs and if it would benefit you as you grow your retirement funds.

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.