Best Self Directed Retirment Account Podcasts (2024)

1
Episode 96: Self Directed Retirement Accounts 17:32

25d ago17:32

17:32

How did Mitt Romney amass $20-100 Million in his IRA? In this episode, I introduce self-directed retirement accounts, what they are and what they are used for. Please subscribe and leave a review on your favorite Podcasting platform. If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free c…

1
NBA Stars Go Broke: How to Not Invest Like the Pros 36:39

10m ago36:39

36:39

In this week’s Talking Wealth podcast, Janine reveals why many NBA stars go broke in retirement and what they could do to change their fortunes. The statistics on NBA stars post-retirement would shock you and while you may like to play basketball as they do, you don’t want to invest like them.

1
Episode 100: Defining Wealth 10:52

1h ago10:52

10:52

Wow, what a milestone! 100 episodes of The Grow Your Wealthy Mindset Podcast! If you have listened to all 100 episodes, you have hopefully learned a lot about personal finances and investing. Learning is a great first step, but you need to take action to create your version of a wealthy life. What does it really mean to be wealthy? It’s a topic I e…

1
Top 10 Stocks to Buy for Consistent Double Digit Growth 1:03:03

21m ago1:03:03

1:03:03

In tonight’s Australian Stock Market Show, Dale, Janine and Filip discuss the top 10 stocks to buy for double digit growth.

1
How to Identify Your Optimal Day Trading Style 33:31

34m ago33:31

33:31

In this week’s Talking Wealth podcast, Fil discusses how to identify your optimal day trading style and how to align it with the right market to achieve your goals. Where you live, what your personality is and what you're trying to achieve all factor into determining the most suitable path to maximise your success.…

1
Are the Best Growth Opportunities in Asian Markets? 33:51

7d ago33:51

33:51

In this week’s Talking Wealth podcast, Janine shares her view on whether the best opportunity for growth will occur in the Asian markets in the next few years. The Japanese market has risen by 60% in the past two years, trading to a new all-time high, while the Chinese market fell 28% around the same time. Janine considers whether the Japanese mark…

1
Episode 99: Employer Sponsored Retirement Accounts: 401(k) and 403(b) Plans 25:05

1d ago25:05

25:05

Pension plans and defined benefits plans are becoming more scarce and 401(k) and 403(b) and other types of defined contribution plans have become the norm. In this episode, I start with a brief summary of the history behind funding retirement before I dive deeper into the most common type of retirement plans currently available to W-2 employees. Th…

1
Dividend Investing: Stocks to Buy Now for Dividend Income in 2H 2024 1:03:09

6d ago1:03:09

1:03:09

In tonight’s Australian Stock Market Show, Dale, Janine and Filip discuss dividend investing and share some stocks to buy now for dividend income in 2024. Wealth Within: https://www.wealthwithin.com.au Talking Wealth TV: https://www.talkingwealth.com Australian Stock Market Show (Live 7-8pm every Tuesday night): https://www.youtube.com/@WealthWithi…

1
Investment Risks and Opportunities due to Inflation 33:11

4d ago33:11

33:11

In this week’s Podcast, Janine shares how you can prepare for the risks and opportunities posed by inflation, as well as stocks that perform the best. She considers stocks with the potential to perform well if inflation falls, as well as those stocks that will perform the best if inflation remains above the RBA’s target.…

1
What to do if you have an Inherited IRA. 19:28

7d ago19:28

19:28

In this episode Mark and I discuss how, Inheriting a retirement account can be overwhelming. Learn the options available for spouses and non-spouse beneficiaries, and discover how to make the most of your inheritance. Find out about the spousal rollover, investment strategies, and the importance of consulting professionals. Navigate the complexitie…

1
Who's the beneficiary of your IRA or 401K? Beware! 20:13

7d ago20:13

20:13

In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all. Don't forget to grab yo…

1
How to Select 3 Low Priced Stocks for High Growth 43:10

8d ago43:10

43:10

In this week’s Podcast, Janine shares her tips on selecting the best low-priced stocks for high double-digit growth over the short and medium term. She discusses the important difference between a low-priced stock and a cheap stock, as well as those stocks to avoid. Janine also shares three low-priced stocks to put on your watch list for 2024. Weal…

1
Episode 98: Has the time come for using Robo-Advisors for investing? 12:40

15d ago12:40

12:40

Artificial Intelligence is getting better and better. What does that mean for robo-advisors, or using programing and technology instead of a human financial advisor? Wealthfront and Betterment were the first two large platforms to offer robo-advisors services. Now Vanguard, Fidelity, and Charles Schwab are offering robo-advisor services. This episo…

1
Is it Time to Buy Uranium Stocks Paladin, Rio Tinto, 92E and More? 1:04:01

9d ago1:04:01

1:04:01

In this week's Australian Stock Market Show, Dale, Janine and Filip discuss whether now is the time to buy uranium stocks Paladin, Rio Tinto, 92E and many more!

1
What are the Best Stocks for Beginners to Buy? 33:40

15d ago33:40

33:40

In this week’s Talking Wealth podcast, Janine discusses a list of the best stocks for beginners to buy, as well as some simple tools to help you invest. In addition to sharing her view on the appropriateness of the stocks for beginners, she helps you create your own plan to get started in the stock market.…

1
How to Avoid the Next Impending Stock Market Crash 28:32

15d ago28:32

28:32

In this week’s Talking Wealth Podcast, Fil shares how you can avoid the next stock market crash by using a tool called the Commitment of Traders Report. Fil discusses how to use the COT report successfully, how it ties in with understanding why stocks markets crash and more importantly, when they are likely to do so. Wealth Within: https://www.weal…

1
How much you should have in your 401k by age 8:53

15d ago8:53

8:53

Join us as we explore the essential guidelines and strategies for gauging your retirement savings progress. Learn about setting clear financial goals, understanding the 4% rule, and supercharging your savings through strategic planning. We'll get into investment strategies and provide age-specific savings targets to help you achieve financial secur…

1
Episode 97: Getting More High Fixed Interest Rate I-bonds 17:31

16d ago17:31

17:31

I-bonds purchased between Nov 1, 2023 and April 30, 2023 have a fixed interest rate of 1.3%, the highest fixed rate in 15 years. Combined with the inflation rate, they are paying 5.27%. If you've ever been interested in buying I-bonds, now is the time. If you don't particually want more I-bonds in your portfolio but you have I-bonds previously purc…

1
Undervalued LITHIUM and METALS Stocks: 3 Top Trending Stocks to Buy 1:05:05

19d ago1:05:05

1:05:05

In tonight’s Australian Stock Market Show, Dale, Janine and Filip share how to pick undervalued stocks and reveal the top three trending stocks right now.

1
Open Forum: The RIGHT way to Invest with your Self-Directed IRA 40:05

16d ago40:05

40:05

Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/ Connect with Mat online: Instagram: https://www.instagram.com/matsorensen/ Facebook: https://www.facebook.com/mat.sorens…

1
Understanding Capital Raisings to Reduce Your Risk 34:48

18d ago34:48

34:48

In this week’s Talking Wealth Podcast, Janine discusses capital raisings, the impact on your holdings and how to make decisions about whether to participate. She explains how just by keeping a record of each capital raising that affects your shares, you can learn to make better decisions. Wealth Within: https://www.wealthwithin.com.au Talking Wealt…

1
Open Forum: Self Directed Account Questions from the Internet! 34:06

20d ago34:06

34:06

Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/ Connect with Mat online: Instagram: https://www.instagram.com/matsorensen/ Facebook: https://www.facebook.com/mat.sorens…

1
How Much Cash Should You Have in Your Portfolio? 34:33

22d ago34:33

34:33

In this week’s Talking Wealth Podcast, Janine shares how much cash to hold in your portfolio, when to increase it and when to be fully invested in stocks. They say cash is king, but is this always true? With the benefit of hindsight we can understand when to sell stocks and put more money into cash. Wealth Within: https://www.wealthwithin.com.au Ta…

1
3 Top Cybersecurity Stocks to Buy: Crowdstrike has Risen 170% 1:03:47

23d ago1:03:47

1:03:47

In tonight’s Australian Stock Market Show, Dale, Janine and Filip share the top cybersecurity opportunities, how much you can make and when to buy.

1
Learning to Trade: The Do’s and Don’ts for Success 1:15:37

25d ago1:15:37

1:15:37

In this week’s Talking Wealth Podcast, Dale talks about why it is critical when learning to trade that you take some essential steps while avoiding others. Generally, those new to the market wanting to learn to trade follow the herd that came before them. Sadly, however, this typically leads to failure, which is why in this podcast we share the rig…

1
How Much Can I Make from Australian Bank Stocks? 37:13

1M ago37:13

37:13

In this week’s Talking Wealth podcast, Janine compares her favourite Australian banks to reveal how much you can make from holding bank shares in 2024. She shares information on the price history of the big four banks to determine the potential for growth and reveals which banks are likely to be trading at new all-time highs in the coming years. We…

1
Exploring Non-Recourse Mortgages for IRA-Owned Properties With Gary Mobbs from SouthStar Bank 26:23

29d ago26:23

26:23

Investing in real estate through Individual Retirement Accounts (IRAs) has become increasingly popular among savvy investors seeking to diversify their retirement portfolios.However, when it comes to financing these investments, traditional mortgages may not be an option due to IRS regulations. Non-recourse mortgages offer a potential solution, all…

1
Episode 95: My Own Personal Money Scarcity 35:21

1M ago35:21

35:21

This week’s episode is a really personal one where I share how recently, a lot of money scarcity has been coming up in my life and how I’ve been working through it. Its really a raw episode, me talking while I'm in the thick of it, with minimal editing. (mostly to take out long pauses) Please subscribe and leave a review on your favorite Podcasting…

1
Cheap Precious Metals and Copper Mining Stocks to Buy 1:05:48

1M ago1:05:48

1:05:48

In tonight’s Australian Stock Market Show, Dale, Janine and Filip share their thoughts on the best cheap precious metals and copper mining stocks to buy. Wealth Within: https://www.wealthwithin.com.au Talking Wealth TV: https://www.talkingwealth.com Australian Stock Market Show (Live 7-8pm every Tuesday night): https://www.youtube.com/@WealthWithin…

1
A Behind the Scenes Interview with a Talented Trader and Broker 1:05:38

1M ago1:05:38

1:05:38

In this week’s Talking Wealth podcast, Fil interviews a very talented trader and broker uncovering his personal journey from novice to professional trader. We also discuss Zorans life as a broker and see from a broker's perspective the main reasons why many traders fail, and what separates the winners from the losers. Wealth Within: https://www.wea…

1
Investing Tips for Beginners: Income and Growth 34:12

1M ago34:12

34:12

In this week’s Talking Wealth Podcast, Janine provides five tips for beginners when selecting the best ASX stocks to generate income and growth. She also gives you three steps to follow to get you started, so that you are better prepared to select the right stocks for your portfolio type. Wealth Within: https://www.wealthwithin.com.au Talking Wealt…

1
Episode 94: Adding International Index Funds to Diversify Your Investment Portfolio 13:15

1M ago13:15

13:15

There are those who believe that investing in the United States stock market is all the diversification you need for your stock portfolio. Some even limit themselves to the S&P 500 Index fund while other go with the total US stock market. This week’s episode talks about adding international stock exposure to your portfolio. Please subscribe and lea…

1
10 Top ASX Stocks to Buy that Outperform Interest Rates 1:02:33

1M ago1:02:33

1:02:33

In tonight’s Australian Stock Market Show, Dale, Janine and Filip discuss the top 10 ASX stocks to buy that will outperform interest rates. Wealth Within: https://www.wealthwithin.com.au Talking Wealth TV: https://www.talkingwealth.com Australian Stock Market Show (Live 7-8pm every Tuesday night): https://www.youtube.com/@WealthWithin…

1
US Presidential Cycles and the All-Ordinaries Index 48:09

1M ago48:09

48:09

In this week’s Talking Wealth Podcast, Dale and Fil take a deep dive into the relationship between the US presidential elections and the All-Ordinaries Index. They analyse how presidential cycles influence our market and provide statistics to show how you can use this analysis to understand the future direction of our market. Wealth Within: https:/…

1
Episode 93: 2023 Tax Update 12:42

2M ago12:42

12:42

In this episode, I review updates with filing taxes for 2023 as well as discussing different tools and help offered by the IRS to get your taxes done. The standard deduction for 2023 is $13,850 for single or married filing separately and $27,700 for a married couple filing jointly. To create an account to pay your taxes online or set up a payment p…

1
5 Top Energy Stocks to Buy to Retire Early: WDS, ORG, MEZ 1:04:30

1M ago1:04:30

1:04:30

In tonight’s Australian Stock Market Show, Dale, Janine and Filip share their view on the top 5 energy stocks to buy to retire early.

1
Maximillian Pace discusses using algorithms for Bitcoin Trading and the halving of Bitcoin 25:44

2M ago25:44

25:44

Animus Technologies CEO Maximillian Pace discusses their approach to Bitcoin trading using their custom algorithm and explains the upcoming halving of Bitcoin plus their flexible account process. For more info email peter@checkbookira.com

1
Why You Need to Associate with Successful Traders 50:02

2M ago50:02

50:02

In this week’s Talking Wealth podcast, Dale talks about why it’s critical that you surround yourself with successful traders when learning to trade stocks. They say you can’t fly like an eagle when you hang out with turkeys, so it goes without saying that if you want to learn to trade properly, it pays to stay clear of the turkeys, Dale gets into w…

1
Stocks to Buy Before Iron Ore Prices Rise by 50% 33:38

2M ago33:38

33:38

In this week’s Talking Wealth Podcast, Janine determines whether the price of iron ore has the potential to rise by 50% and the stock opportunities to buy. She shares her short and medium-term outlook for the iron ore price, as well as the stocks that will benefit most from the next price rise. Wealth Within: https://www.wealthwithin.com.au Talking…

1
Best ASX Stocks to Buy Now Paying 10% to 20% Dividends 1:01:54

2M ago1:01:54

1:01:54

In tonight’s Australian Stock Market Show, Dale, Janine and Filip share the best ASX stocks to buy now that are paying 10% to 20% dividends.

1
Episode 92: More Differences Between Tradtional and Roth Retirement Accounts 11:08

2M ago11:08

11:08

This is a follow-up episode from last week, so if you haven't listened to Episode 91: Choosing Between Traditional or Roth Retirement Accounts, I would encourage you to do that first. Last week I centered the discussion around marginal tax rates. This week, I review factors like age and timelines as well as planning if you want to leave your retire…

1
Open Forum: The Ins and Outs of Self-Directing Your Retirement Account 1:05:38

2M ago1:05:38

1:05:38

On this weeks Open Forum Live Webinar we talk about the basics of Self-Directing! From navigating prohibited transactions to maximizing retirement contributions, we cover it all. Learn about correction procedures, compliance protocols, and strategies for safeguarding your financial future. Have questions or need further guidance on self-directing y…

1
First Home Buyers: Take the Grant or Buy Stocks? 35:05

2M ago35:05

35:05

In this week’s Podcast, Janine discusses buying your first home with the homeowner's grant versus purchasing an investment property or property stocks. She encourages you to consider whether it’s worth getting the grant and taking on non-deductible debt and encourages you to do the sums before you commit. Wealth Within: https://www.wealthwithin.com…

1
Are Coles and Woolworths Shares Cheap Stocks Now? 30:35

2M ago30:35

30:35

In this week’s Talking Wealth podcast, Janine discusses whether Coles and Woolworths shares are now cheap to buy following the recent drop in price. She also shares her view on what you can learn from the fall that occurred after both companies reported their financial results to the market. Janine also provides her view on when price will turn aro…

1
Interview With Chris Quintana 23:51

2M ago23:51

23:51

Interview with Chris Quintana where she highlights her Financial Freedom Formula , Reducing Taxes on ROTH conversions plus a number of other estate planning and wealth building strategies.

1
Episode 91: Choosing Between Traditional or Roth Retirement Accounts 18:01

2M ago18:01

18:01

More employers are offering the choice between a Traditional 401K or 403B and a Roth 401K or 403B. How do you choose which one is best for you? Unlike with the choice for which IRA to use (the backdoor Roth IRA is the clear winner for physicians), deciding between for 401Ks or 403Bs involve more thought. The hardest part of making the decision is p…

1
Best Metals and Mining Stocks to Buy: RIO Tinto or 3 Other ASX Stocks 1:05:01

2M ago1:05:01

1:05:01

In tonight’s Australian Stock Market Show, Dale, Janine and Filip share their top metals and mining stocks to buy, which stock tops the list?

1
The difference between Investing and Trading 52:55

2M ago52:55

52:55

In this week’s Talking Wealth podcast, Dale shares his insights into the difference between investing and trading and how this affects your returns. These two methods of seeking returns offer vastly different results, so if you want to enter the stock market, wouldn’t you want to know how to maximise your gains? Wealth Within: https://www.wealthwit…

1
A Trader’s Journey from Failure to Success 39:19

2M ago39:19

39:19

In this week’s podcast, Dale shares an email he received from a graduate on how they turned their trading around from being inconsistent to profitable. The journey to profitability is different for everyone, and in this podcast, Dale talks about the challenges this trader faced and how he overcame them. Wealth Within: https://www.wealthwithin.com.a…

1
Episode 90: Optimizing Your Banking 19:20

2M ago19:20

19:20

Our society is increasingly become cashless and most of use rarely use actual money. We have money electronically transferred in and out of our bank accounts. So what does this mean for banking and how can you optimize your banking? Tune in to learn more. If you have ever thought of being an entrepreneur, then you definitely want to attend the Leve…

Podcasts Worth a Listen

Self Directed Retirment Account Podcasts

Podcasts Worth a Listen

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