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The Alternative Investing Advantage

The Alternative Investing Advantage

By Advanta IRA

Get off Wall Street and explore the wide world of alternative investments for your IRA. Take control and give yourself the freedom to choose the assets for your retirement plan, assets like real estate, cryptocurrency, private placements, and much more. Our podcast features Advanta IRA professionals and guest experts who help provide a roadmap to your success with investment trends, strategies, and tips for investing your IRA to build wealth for your future.
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Episode 72: Achieving the American Dream in the Big City with David Dippong

The Alternative Investing AdvantageJul 05, 2023

00:00
39:25
Episode 83: Part 2—A Guide to Raising Capital with Randy Smith

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.

Sep 27, 202346:18
Episode 82: Part 1—A Guide to Raising Capital with Randy Smith

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.

Sep 20, 202345:42
Episode 81: The Basics of Industrial Real Estate with Brad Shepherd

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.

Sep 13, 202347:31
Episode 80: Exploring Real Estate Notes with Lauren Wells

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.

Sep 06, 202348:32
Episode 79: Investing Wisely in Agriculture & Farmland with David Chan

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.

Aug 30, 202347:06
Episode 78: A Guide to Real Estate Syndications with Timothy Lyons

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.

Aug 23, 202348:39
Episode 77: Rare Opportunities—Investing in Strategic Metals with Louis O’Connor

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.

Aug 16, 202345:58
Episode 76: Fully Detailed—Investing in Car Washes with Dave Zook

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.

Aug 02, 202343:56
Episode 75: Unboxing the Basics of Single Family Investment Lending with Doug Smith

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.

Jul 26, 202347:14
Episode 74: Franchise Investing through Crowdfunding with Kenny Rose

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.

Jul 19, 202343:06
Episode 73: Diving into Pooled Investment Funds with Matt Burk

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.

Jul 12, 202343:10
Episode 72: Achieving the American Dream in the Big City with David Dippong

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.

Jul 05, 202339:25
Episode 71: Understanding Investment Tax Issues with Chase Insogna

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.

Jun 28, 202342:57
Episode 70: Private Equity Investing with an IRA

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.

Jun 21, 202338:38
Episode 69: Alternative Taxes for Alternative Investors

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.

Jun 07, 202333:38
Episode 68: A Deep Dive Into the Housing Market with Charles Carillo

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.

May 24, 202350:16
Episode 67: From Software to Solid Investments - Understanding the Changing Private VC Market with Robert Cote

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.

May 10, 202301:12:40
Episode 66: Investing in Cryptocurrency Markets with Pareto Technologies

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.

May 03, 202356:45
Episode 65: How to Invest in a Franchise with Marty Greenbaum

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.

Apr 20, 202301:05:05
Episode 64: What to Expect During an IRS Tax Audit with Neil Paulson

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.

Apr 05, 202353:41
Episode 63: The Benefits of Real Estate Cash Purchases & Partnerships with Brad Hovis

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.

Mar 29, 202301:07:18
Episode 62: Part 2 - The Benefits of Bridge Debt Investing with Brock Freeman of Kirkland Capital

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.

Mar 15, 202301:01:07
Episode 61: Part 1 - Performing Due Diligence with Bridge Debt Investing with Chris Carsley of Kirkland Capital

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.

Mar 08, 202301:21:30
Episode 60: Understanding potential tax issues surrounding cryptocurrency investing with Micah Fraim

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.

Mar 01, 202301:04:15
Episode 59: Using alternative marketing strategies to drive real estate sales with Jerome Lewis

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.

Feb 08, 202356:32
Episode 58: Turning Underperforming Notes into Profitable Investments with Martin Saenz

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.

Feb 01, 202357:36
Episode 57: Why Investing in Precious Metals Is Hot Now with Patrick Yip

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.

Jan 25, 202357:23
Episode 56: The SECURE Act 2.0—What You Need to Know

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.

Jan 11, 202357:24
Episode 55: Energizing Your Portfolio by Investing in Coffee with Joshua Ziegelbaum

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.

Dec 28, 202254:07
Episode 54: Pivoting to Profits: When to Change Strategies with Chris Freeman

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.

Dec 21, 202253:36
Episode 53: Checking into Hotel Investments with Tempest 22

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.

Dec 14, 202258:00
Episode 52: Navigating the Legal Side of Syndication Investing with Attorney Gene Trowbridge

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.

Nov 30, 202201:02:07
Episode 51: Managing an Alternative Asset Portfolio with Zak Boca

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.

Nov 16, 202251:51
Episode 50: Using Down Markets for Big Gains with Roth Conversions

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.

Nov 09, 202235:09
Episode 49: Building Strong Foundations in Multi-Family Real Estate with Brandon Cotie

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.

Oct 26, 202252:08
Episode 48: Death & Taxes ... How HSAs Provide Tax-Free Options to Care For Your Health

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.

Oct 19, 202239:27
Episode 47: Unexpected Taxes for Alternative Investments

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.

Oct 05, 202242:39
Episode 46: SPECIAL EDITION: 2022 Market Update

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.

Sep 21, 202243:37
Episode 45: The Secrets to Flipping Mobile Homes

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.

Sep 14, 202251:29
Episode 44: A Comprehensive Review of the Inflation Reduction Act

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.

Aug 24, 202243:16
Episode 43: Demystifying the Power of Checkbook Control IRAs

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.

Aug 17, 202247:04
Episode 42: Scoring Goals with Soccer Club Franchise Investments

Episode 42: Scoring Goals with Soccer Club Franchise Investments

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. 

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.

Aug 10, 202251:58
Episode 41: Navigating from the Department of Corrections to Real Estate Success

Episode 41: Navigating from the Department of Corrections to Real Estate Success

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 also covers the market recap for the week of 8/1/2022 and what enterprise 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.

Aug 03, 202254:47
Episode 40: The 3 Failing Pillars of the Cryptocurrency Market

Episode 40: The 3 Failing Pillars of the Cryptocurrency Market

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.

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.

Jul 27, 202233:18
Episode 39: All That Glitters Might Be Gold, Silver, Platinum, or Palladium

Episode 39: All That Glitters Might Be Gold, Silver, Platinum, or Palladium

Join Alex Perny 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. 

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.

Jul 20, 202234:11
Episode 38: How to Use Debt-Financing to Invest in Real Estate without Taxes

Episode 38: How to Use Debt-Financing to Invest in Real Estate without Taxes

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.


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.

Jul 13, 202241:04
Episode 37: Alternative Options to Save on Healthcare

Episode 37: Alternative Options to Save on Healthcare

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.

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.

Jun 29, 202249:23
Episode 36: Jumping into Multifamily Investing with American Ninja Warrior Miriam McKisic

Episode 36: Jumping into Multifamily Investing with American Ninja Warrior Miriam McKisic

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.

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.

Jun 15, 202201:00:00
Episode 35: Understanding True Diversity in Retirement Investments

Episode 35: Understanding True Diversity in Retirement Investments

Join Alex Perny 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. 

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.

Jun 08, 202242:50
Episode 34: Buying the Right Property in Today’s Inflated Real Estate Market with John Schaub

Episode 34: Buying the Right Property in Today’s Inflated Real Estate Market with John Schaub

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.

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.

Jun 01, 202247:41