Best Self Directed Retirment Account Podcasts (2024)

1
Your Retirement Toolbox: Navigating IRAs, 401Ks, and Self-Directed Retirement Accounts 29:03

21d ago29:03

29:03

In this episode, you are treated to a deep dive into the complexities of retirement planning. This episode is especially critical for those who are nearing the final stretch of their careers and looking to maximize their retirement contributions over the last decade. Dave methodically breaks down the array of retirement accounts available, from tra…

1
Unlock Your Retirement Wealth with Self-Directed Accounts 23:38

29d ago23:38

23:38

Are you frustrated with traditional IRAs and 401(k)s limiting your investment options? Do you wish you could use your retirement savings to invest in real estate, gold, or even Bitcoin? If so, this episode is for you! Today on The Richer Geek Podcast, we sit down with Parker Pursell, President and CEO of eQRP, to explore his journey from a family-o…

1
Money Narratives and Financial Planning 26:16

8h ago26:16

26:16

Do you feel like your money narrative is holding you back? In this episode of The Richer Geek Podcast, Amy Cook, financial advisor and founder at Maven Lane Financial Group, shares insights on how your money narrative can impact your financial decisions. She discusses how to build lasting legacies through effective financial planning strategies, ov…

1
Exploring Tax Receivable Agreements: The Hidden IPO Catalyst 23:28

2d ago23:28

23:28

Welcome back to another episode of The Richer Geek Podcast! In today's episode, Andy Lee, the Founder and Chief Investment Officer of Parallaxes Capital, joins us to discuss his journey into capital investment and the founding of Parallaxes Capital, the only asset manager dedicated solely to Tax Receivable Agreements (TRAs). They explore the emergi…

1
Building a Resilient Retirement: Cash Flow and Diversification 32:45

14d ago32:45

32:45

Dave brings back Brian Britt this week to discuss cash flow planning in retirement planning. The chat covers the challenges of transitioning from wealth accumulation to distribution, the significance of guaranteed income, and the impacts of market volatility and inflation on retirees. They also delve into the decline of traditional pensions, strate…

1
Wealth Through Distressed Notes: Smart Real Estate Strategies 26:56

9d ago26:56

26:56

We hope you’ve enjoyed the long weekend! Welcome back to another episode of The Richer Geek Podcast. Today, we’re diving into the world of distressed notes with Chris Seveney, CEO and co-founder of 7e Investments. Discover how to generate passive income and potentially help homeowners facing difficulties by investing in distressed mortgages. Learn …

1
Preferred Equity: Your Path to Real Estate Wealth 30:03

16d ago30:03

30:03

Chasing knowledge, not money, is the guiding principle discussed in this episode of The Richer Geek Podcast. Joining us today is Darin Davis, co-founder of Club Capital, to discuss the critical role of preferred equity in today's real estate market. With over 20 years of experience, Darin shares his journey from traditional employment to becoming a…

1
Build Your Property Empire: A Holistic Wealth Strategy 29:11

1M ago29:11

29:11

Welcome back to another episode of The Richer Geek Podcast. Dave Wolcott, founder of Pantheon Investments, returns to share insights on new investment opportunities, including private credit. Learn about alternative investments, tax optimization, and real estate strategies to grow your wealth. Don't miss this episode for expert advice and actionabl…

1
Required Minimum Distributions: Key Considerations for Retirement Accounts 24:56

1M ago24:56

24:56

Dave explains what RMDs are, why they matter, and how recent changes in the law have affected when retirees must start taking these distributions from their tax-deferred retirement accounts. Throughout the episode, Dave covers various strategies to manage RMDs effectively, such as drawing down accounts early, doing Roth conversions, continuing to w…

1
The Ephemeral Economy: Navigating Global Finance 28:03

1M ago28:03

28:03

Welcome back to another episode of The Richer Geek Podcast! Today, we're switching things up a bit. While we usually focus on investments, this time we're diving into finance. Our guest is Emmanuel Daniel, an author, entrepreneur, and corporate strategist. As a global thought leader on the future of finance and its impact on business and society, E…

1
From Accidental Landlord to Real Estate Empire 22:51

2M ago22:51

22:51

Welcome back to The Richer Geek Podcast! Today, we're joined by Whitney Elkins-Hutten, a real estate expert dedicated to helping busy professionals build wealth. Whitney's journey started in 2002 and has since grown into a career filled with impressive achievements. She is the Director of Investor Education at PassiveInvesting.com, Founder of AshWe…

1
Utilizing Trusts to Control Asset Distribution and Minimize Taxes 33:01

2M ago33:01

33:01

In this week's episode, Dave delves into the critical role of trusts in estate planning. Trusts help control asset transfers, limit taxes, and prevent family disputes. They are essential for prenuptial planning, protecting assets for biological children in second marriages, and planning for incapacity with financial power of attorney. Dave illustra…

1
Outsourcing IT: 5X Your Revenue 24:45

2M ago24:45

24:45

Welcome back to another episode of The Richer Geek Podcast! Today, we're chatting with Shane Mishler, COO of SD Tech, reveals how outsourcing IT quadrupled his revenue in just 5 years. Learn how to supercharge your business, boost efficiency, and unlock massive growth. Plus, get insider tips on building a thriving tech business, delivering top-notc…

1
Beat the Market with AI: Faster Investment Research 27:27

2M ago27:27

27:27

Ever wish you could predict market movements? Today on The Richer Geek Podcast, we explore how AI can spot hidden signals in the market. Andrew Einhorn, Chief Executive Officer and co-founder of LevelFields, joins us to reveal how AI can identify events that impact stock prices. Learn how to leverage AI for smarter investing! In this episode, we're…

1
Managing Your Gain: A Guide to Inherited IRAs 26:58

2M ago26:58

26:58

Dave Hall explains the intricacies of setting up beneficiaries for your retirement accounts, including the importance of careful planning to avoid tax problems and family disputes. Dave highlights real-life examples where poor planning led to unnecessary legal fees and strained family relationships, emphasizing the need for regularly updated benefi…

1
From Paychecks to Playchecks: Building Multi-Generational Wealth 30:36

2M ago30:36

30:36

Welcome to another episode of The Richer Geek Podcast. Today, we are joined by Mark Murphy, CEO of Northeast Private Client Group and a renowned expert in financial planning and wealth management. He explains the importance of building multiple income streams and designing a life with intention. Discover the principles of cash confidence, the signi…

1
Interview With Denver Lobo of JT Capital a Real Estate Private Equity Firm 35:14

2M ago35:14

35:14

We talk with Denver Lobo about the intricacies of Private Equity Real Estate Financing. We discuss the differences in firms and what to look for when investing. For more information, you can contact Denver at denver@jtcapitalgroup.com or WWW.JTCAPITALGROUP.COM

1
Avoid Critical Early Business Mistakes 41:18

3M ago41:18

41:18

Welcome back to another episode of The Richer Geek Podcast! Today, we have Byron Wolfe, founder of CFOAF, sharing unparalleled tax benefits and insider tips to help you master business financial principles. With Byron's expertise in hospitality real estate and real estate investment, you'll discover strategies to maximize your average return on inv…

1
From Tax Cuts to Rising Rates: The Economic Tightrope 35:22

3M ago35:22

35:22

Dave Hall sits down with the best-selling author of "The Power of Zero", David McKnight, to tackle some of the most pressing financial challenges facing Americans today. Together, they dive deep into the potential impacts of rising tax rates proposed by figures like Joe Biden and the crucial need for revenue increases paired with reduced spending—a…

1
The Truth About Franchises: Risks, Rewards & Finding the Right Fit 33:30

3M ago33:30

33:30

Welcome back to another episode of The Richer Geek Podcast! Today, we have Kim Daly, one of America’s top franchise consultants, host of Kim Daly TV on YouTube, author, speaker, thought leader, and franchising expert.Kim shares insights on how to break free from the corporate grind, the benefits of franchising, and how to find the right franchise. …

1
Stock Trading Mastery: Insights & Strategies 32:24

3M ago32:24

32:24

Welcome back to another episode of The Richer Geek Podcast. Joining us today is Anmol Singh, whose journey began at Brunel University in London, where he started his path to success. By the age of 22, he had already amassed a significant fortune. Anmol is a renowned consultant in the Trading and Investing Industry, having achieved great success thr…

1
Unlocking Home Equity as a Retirement Tool 37:30

3M ago37:30

37:30

In this episode, Dave is talking all things reverse mortgages with Steve Resch, the VP of Retirement Strategies over at Finance of America Reverse. Forget what you thought you knew—Steve's here to clear up the myths and show how reverse mortgages can actually be a game-changer for your retirement plan. We’ll dive into everything from lending limits…

1
Building Wealth Through Fixed Income Funds 24:56

3M ago24:56

24:56

Welcome to another episode of the Richer Geek Podcast! Today, we're joined by Nic DeAngelo, President of Saint Investment Group. Nic is a wealth of experience in real estate investing, having managed a portfolio exceeding $206 million. His insights into fixed income funds and triple net leases are invaluable for investors seeking stable and flexibl…

1
Smart Crypto Strategies 25:42

4M ago25:42

25:42

Welcome to another episode of The Richer Geek Podcast! Today, we are thrilled to have Peter Curk, CEO of ICONOMI, a leading digital asset portfolio management platform. Peter shares his journey from marketing to leading ICONOMI. Tune in as we explore navigating the volatile world of cryptocurrencies, assessing your digital investments' health, and …

1
The Strategic Role of Insurance in Retirement Risk Mitigation 34:57

4M ago34:57

34:57

In this serious and informative installment, Dave Hall and Retirement Risk Advisor Brian Britt delve into the intricate world of retirement planning, focusing on the comparative safety and potential returns of insurance policies versus the stock market. Brian Britt provides expert analysis on how cash value life insurance policies offer a unique gu…

1
Blockchain, Law & Money 31:21

4M ago31:21

31:21

Confused by the crypto craze? Wondering about the legality of Bitcoin and other digital currencies? In this episode of The Richer Geek Podcast, we sit down with Dr. Tonya Evans, a law professor and expert on intellectual property. She offers insights for curious investors interested in getting started with crypto safely and provides valuable resour…

1
Index Funds: The Smarter Way to Invest 28:33

4M ago28:33

28:33

Welcome to another episode of the Richer Geek Podcast! Join us as Mark Hebner, founder and CEO of Index Fund Advisors, Inc. (IFA), presents a comprehensive 12-step guide to mastering index fund investing. Explore the benefits of passive investing, pitfalls of active trading, and the significance of diversification and risk management. Gain insights…

1
From Expenses to Income: Your Informed Retirement Planning Guide 27:00

4M ago27:00

27:00

In this episode, Dave explores the importance of outlining significant future expenditures and mapping out financial needs for the next 10 to 20 years. The discussion highlights the necessity of diversifying income sources, including Social Security, pensions, rentals, and investments, to mitigate financial risks. Tax planning is a key topic, with …

1
New R&D Tax Law: Impact on Software Startups 33:23

4M ago33:23

33:23

Welcome back to another episode of The Richer Geek Podcast! Today, we are joined by Paul Bianco, founder and CEO of Graphite, to discuss a recent change in tax regulations that could significantly impact software companies, especially those with a large engineering team. We'll explore the details of the new law, its potential consequences, and some…

1
Passive Real Estate Investments With Christopher Price of Boost Wealth Fund 30:05

4M ago30:05

30:05

We speak with Christopher Price managing Partner with Boost Wealth Fund about passive real estate investing. They talk about their system and what people should be concerned with when looking for passive Real Estate Investments. You can reach out to Chris at Email: Chris@boostmycapital.com Website: https://www.boostmycapital.com/ Free Webinar: http…

1
2024 Capital Gains Tax Savings: Leverage Deferred Sales Trusts 35:58

4M ago35:58

35:58

Welcome back to The Richer Geek Podcast! Today, we have a fan favorite returning: Brett Swarts, Founder of Capital Gains Tax Solutions, an exclusive Deferred Sales Trust Trustee, and host of the Capital Gains Tax Solutions podcast. In this episode, Brett shares insights into common strategies for handling taxes with real estate transactions, demyst…

Podcasts Worth a Listen

Self Directed Retirment Account Podcasts

Podcasts Worth a Listen

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