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American IRA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 American IRA 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Eli Beer is a pioneer, social entrepreneur, President and Founder of United Hatzalah of Israel. In thirty years, the organization has grown to more than 6,500 volunteers who unite together to provide immediate, life-saving care to anyone in need - regardless of race or religion. This community EMS force network treats over 730,000 incidents per year, in Israel, as they wait for ambulances and medical attention. Eli’s vision is to bring this life-saving model across the world. In 2015, Beer expanded internationally with the establishment of branches in South America and other countries, including “United Rescue” in Jersey City, USA, where the response time was reduced to just two minutes and thirty-five seconds. Episode Chapters (0:00) intro (1:04) Hatzalah’s reputation for speed (4:48) Hatzalah’s volunteer EMTs and ambucycles (5:50) Entrepreneurism at Hatzalah (8:09) Chutzpah (14:15) Hatzalah’s recruitment (18:31) Volunteers from all walks of life (22:51) Having COVID changed Eli’s perspective (26:00) operating around the world amid antisemitism (28:06) goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…
American IRA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 American IRA 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Welcome to The IRA Café, the podcast where retirement planning feels as warm and inviting as your favorite coffee shop. Hosted by Jasmine Trocchia of American IRA, this show is all about making your financial future approachable, empowering, and maybe even a little fun. When you’re saving for retirement, you’re investing—it’s as simple as that. But did you know you have a choice about what your money is invested in? While most traditional plans keep your funds in the stock market through mutual funds and individual stocks, sometimes it pays to think outside the stock market. That’s where The IRA Café comes in. This podcast is your guide to exploring alternative investments through self-directed IRAs. Whether you’re a beginner dipping your toes into retirement planning, an experienced saver ready to diversify, or an entrepreneur looking for innovative ways to grow your wealth, this show is for you. Our mission is simple: to demystify alternative investing and make it accessible to everyone. Each episode breaks down the intimidating concepts of self-directed IRAs and opens the door to exciting opportunities like real estate, private equity, precious metals, venture capital, hedge funds, oil and gas interests, private lending portfolios, and more. But it’s not just about the technical details—we’re here to change how you think about your money. We’ll share real-life success stories, actionable strategies, and insights that fit your unique financial journey. With straightforward tips and zero financial jargon, we make retirement planning feel like a conversation with a friend. Whether your dream retirement includes financial independence, the freedom to travel, or the chance to leave a legacy for your loved ones, The IRA Café will help you get there. Tune in every other week as we break down the rules of self-directed IRAs, explore creative investment options, and make planning your financial future a little easier—and a lot more enjoyable. Your path to retirement should be as unique as you are, and The IRA Café is here to help you chart the course. Pull up a chair, grab your favorite brew, and join us for a fresh take on retirement planning.
American IRA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 American IRA 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Welcome to The IRA Café, the podcast where retirement planning feels as warm and inviting as your favorite coffee shop. Hosted by Jasmine Trocchia of American IRA, this show is all about making your financial future approachable, empowering, and maybe even a little fun. When you’re saving for retirement, you’re investing—it’s as simple as that. But did you know you have a choice about what your money is invested in? While most traditional plans keep your funds in the stock market through mutual funds and individual stocks, sometimes it pays to think outside the stock market. That’s where The IRA Café comes in. This podcast is your guide to exploring alternative investments through self-directed IRAs. Whether you’re a beginner dipping your toes into retirement planning, an experienced saver ready to diversify, or an entrepreneur looking for innovative ways to grow your wealth, this show is for you. Our mission is simple: to demystify alternative investing and make it accessible to everyone. Each episode breaks down the intimidating concepts of self-directed IRAs and opens the door to exciting opportunities like real estate, private equity, precious metals, venture capital, hedge funds, oil and gas interests, private lending portfolios, and more. But it’s not just about the technical details—we’re here to change how you think about your money. We’ll share real-life success stories, actionable strategies, and insights that fit your unique financial journey. With straightforward tips and zero financial jargon, we make retirement planning feel like a conversation with a friend. Whether your dream retirement includes financial independence, the freedom to travel, or the chance to leave a legacy for your loved ones, The IRA Café will help you get there. Tune in every other week as we break down the rules of self-directed IRAs, explore creative investment options, and make planning your financial future a little easier—and a lot more enjoyable. Your path to retirement should be as unique as you are, and The IRA Café is here to help you chart the course. Pull up a chair, grab your favorite brew, and join us for a fresh take on retirement planning.
Welcome back to another episode of the IRA Cafe podcast! Join Jasmine Trocchia, head of marketing at American IRA, as she sits down with the dynamic father-and-son team, Rob and Clay Stanley, managing partners at Shining Rock Equity. In this episode, Jasmine dives into the family dynamics behind this North Carolina-based real estate investment firm and unpacks the unique perspective Rob and Clay bring to multifamily real estate, investor relations, and private credit funds, all with a special highlight on the importance of due diligence and investor education. Rob, with nearly three decades in real estate, discusses his transition into multifamily projects and working closely with his son. Clay, whose expertise is in acquisitions and financial analysis, explains how Shining Rock Equity evaluates new opportunities and structures offerings for both new and seasoned investors, sharing insights on their current focus: the Aspen Private Credit Fund. The conversation also explores how working with family impacts Shining Rock’s business culture, what the Stanleys see for the future of real estate, and the regional and market-specific trends they are watching for 2025 and beyond. Jasmine poses thoughtful questions around advice for new investors, best practices for performing due diligence, and how to approach investing through a self-directed IRA. Whether you’re new to real estate investing or seeking more sophisticated strategies, this episode is packed with expertise and practical advice. Key takeaways: Early Action in Real Estate: Rob and Clay both stress the value of getting involved in real estate early, encouraging new professionals and investors to take their time but remain proactive in seeking educational opportunities and deals. Multi-Generational Family Business: Shining Rock Equity stands as a true family enterprise, involving multiple family members and leveraging shared trust and values to enhance business operations and client relationships. Private Credit Fund Strategy: The Aspen Private Credit Fund, Shining Rock’s current active offering, is designed to appeal to investors seeking lower-risk, more stable returns. The fund works by lending investor capital to commercial real estate borrowers, with returns generated through interest and fees. Emphasis on Due Diligence: The Stanleys highlight the importance of rigorous due diligence not only on deals, but also on operators, and encourage investors to build relationships with firms to ensure alignment of values and trust. Market Outlook: Clay provides a macro-level view of multifamily trends, noting a short-term oversupply in certain Sunbelt markets, but anticipating strong rent growth in the coming years due to a pipeline drop-off in new development starts. Advice for New Investors: Both Rob and Clay underscore the importance of understanding investment risks and advocate for investors to ask questions, understand sponsor track records, and prioritize personal comfort and trust before committing funds. Client-Centric Approach: Shining Rock Equity works with a broad range of investors and is committed to providing education and guidance, especially for those using self-directed IRAs for real estate investments. Whether you’re looking to better understand multifamily real estate investing, want tips on working with family members, or need practical guidance for making your first alternative investment with your IRA, this episode of the IRA Cafe offers valuable insights and actionable advice straight from experienced industry professionals. Tune in to learn how to take your investment journey to the next level!…
Welcome back to another episode of the IRA Cafe podcast! Join Jasmine Trocchia, head of marketing at American IRA, as she hosts an insightful discussion with our guest, Eric Brotman, CFP®, CEO of BFG Financial Advisors and a seasoned financial planner with over thirty-one years of experience. In this episode, Jasmine and Eric explore the intricacies of financial planning, the importance of continuous learning, and the evolving landscape of financial advice. Eric introduces his latest book, "Don't Retire Graduate," a guide designed to help readers achieve financial independence through a relatable, first-person narrative that emphasizes fun and practicality. Eric shares his journey into the financial world, from an English major who stumbled upon finance by accident to becoming a leader in his field. He delves into his mission of educating individuals on managing their finances to elevate them to higher financial success. Through lively anecdotes, Eric illustrates that authentic connections and strategic networking fueled his career growth, showcasing how grit and adaptability are key components in reaching one's professional aspirations. Key takeaways: Continuous Education and Credentialing: Eric Brotman highlights the importance of ongoing education and certifications in the financial planning industry. His journey from English major to CEO underscores the value of diverse learning experiences and credentials such as CFP, AEP, and CPWA to achieve expertise and credibility. Relationship Building over Cold Calling: Eric's career flourished through genuine networking and relationship-building rather than cold calling. He engaged extensively with community groups and professional organizations to establish trust and connections, emphasizing authenticity in client relationships. Mentorship in Career Development: A pivotal moment in Eric's career was meeting a mentor who complemented his abilities and ambitions, exemplifying the significance of mentorship in professional growth and the founding of BFG Financial Advisors. Evolution of Retirement Concepts: "Don't Retire Graduate" presents a new perspective on retirement, focusing on fulfillment and autonomy rather than the mere absence of work. Eric advocates for redefining retirement as a period of choice and personal growth. Future Financial Industry Trends: Eric foresees a vast wealth transfer between generations amid a shortage of financial advisers, highlighting the need for young professionals to pursue careers in financial advisory to fill the impending gap and capitalize on unprecedented opportunities. Financial Planning and Independence: Emphasizing the importance of having a solid financial plan, Eric encourages listeners to start planning now, regardless of age, to secure financial stability and independence. His message urges individuals to prioritize financial planning over daily distractions. [embed]https://youtu.be/8tUMKDVPoLc[/embed] About Eric Brotman, CFP® Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors and author of the award-winning book, Don’t Retire… Graduate! He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums.…
Welcome back to the IRA Cafe podcast. In this episode, your host, Jasmine Trocchia, sits down with Whitney Elkins-Hutten, the Director of Investor Education at passiveinvesting.com. Whitney shares her journey from accidental investor to real estate guru, emphasizing the importance of mentorship and strategic action. You'll get insights on how to avoid common financial pitfalls, build a robust investment portfolio, and the significance of educating the next generation about wealth management. Plus, don't miss Whitney's tips on identifying and leveraging current market trends to enhance your financial future. Tune in for a treasure trove of knowledge that promises to elevate your financial savvy and investment strategies! Key Takeaways: Path to Real Estate: Whitney's journey began in 2002 when a breakup left her with a house to manage. Turning challenge into opportunity, she filled the house with roommates and completed a profitable flip, sparking her passion for real estate. The Role of Education: Whitney emphasizes the importance of learning and mentorship. From leveraging resources like books to seeking mentors, she highlights how education has been pivotal in her success. Asset Strategies: Whitney explains strategies for leveraging real estate investments, focusing on capital preservation, cash flow creation, appreciation, and diversification. She underscores the need to adapt strategies based on market conditions. Future Trends: Looking forward, Whitney discusses the significance of debt-like structure investments, emphasizing the opportunities in being "the bank" in times of capital constraints. Personal Finance Wisdom: Sharing advice for her younger self and for her daughter, Whitney stresses the importance of understanding money, leveraging compounding interest, and taking strategic, informed action to build a secure financial future. This episode is packed with practical advice and inspiration for anyone looking to expand their knowledge of real estate investing and achieve financial freedom. Tune in to hear more from Whitney Elkins-Hutten. Plus, Jasmine will be answering a common listener question about obtaining an EIN number for IRA investments. For more information on American IRA and self-directed IRAs, or to have your questions answered on the podcast, reach out to Jasmine at marketing@americanira.com.…
In this episode of the IRA Cafe podcast, Jasmine Trocchia, head of the marketing department at American IRA, engages in an insightful conversation with Deidre Mazzoni. Deidre is a seasoned real estate investor from Clover, South Carolina, who has been active in the field since 2016. She is also a mindset coach, specializing in helping professionals make the most of their connections and relationships while enhancing their business outlook. Deidre’s background in NLP (Neuro-Linguistic Programming) allows her to guide clients in overcoming limiting beliefs and fostering positive business relationships. Additionally, she is involved in multiple real estate groups, contributing to the community both on and offline. Key Takeaways: Mindset Coaching: Deidre emphasizes the importance of language and mindset in business relationships. By addressing limiting beliefs through NLP, individuals can unlock their full potential and build stronger connections. Real Estate as a Relationship Business: Deidre underscores that successful real estate investing is deeply rooted in cultivating relationships, stressing the importance of understanding and connecting with people involved in all transactions. Community Involvement: Deidre and her husband are actively involved in real estate groups, such as the Build Group in Belmont, NC, to foster learning and networking among investors and service providers. Optimism and Opportunity: Looking ahead to 2025, Deidre sees a trend of optimism and advises capitalizing on this positive momentum for personal and professional growth. Investment Advice: Deidre advocates for early and consistent investment, particularly in real estate, to reap long-term benefits. She stresses the value of starting small and investing frequently. Personal Interests: Beyond real estate, Deidre enjoys traveling and animal welfare. Her personal passions align with her belief in leveraging individual contributions to improve the world. Reaching Out: Listeners are encouraged to reach out to Deidre for discussions on investing or mindset improvement, highlighting her desire to assist others in their professional journeys. American IRA’s Role: The episode concludes with a Q&A segment addressing how self-directed IRAs work, emphasizing American IRA’s personalized, hands-on approach to helping clients with alternative investments. Learn more about Deidre's work and connect with her through social media or by visiting her website, Anchor Point Properties . For further exploration of topics discussed, visit American IRA’s website or contact them directly for more information on self-directed IRAs.…
Welcome back to another episode of the IRA Cafe podcast! Join Jasmine Trocchia, head of marketing at American IRA, as she hosts an engaging conversation with our guest, Kalan McEuen, managing partner of McEuen Insurance and Legacy Planning. In this episode, Jasmine and Kalan deep dive into financial legacy planning, maximizing retirement benefits, and the unique services McEuen Insurance offers to their clients. Kalan shares how he helps clients recapture lost wealth, maximize their financial potential, and leave a meaningful legacy. From discussing tax mitigation strategies to federal student loan forgiveness programs, Kalan sheds light on unique ways to manage cash flow and enhance the quality of life for his clients. Key takeaways: Financial Legacy and Client Focus : Kalan McEuen emphasizes the importance of financial legacy and quality of life for clients. They work with clients who are passionate about recapturing wealth potential lost to taxes, fees, and corporate control. The focus is on helping clients live their best life now and leave a financial legacy for their families. Veteran Community Engagement : Kalan is a retired Navy veteran who actively stays connected with the veteran community. He is involved in the Veteran Business Collective, helping veterans start businesses and become entrepreneurs. This community connection is central to his personal mission and professional work. Cash Flow Management : Kalan's firm focuses on improving cash flow and income management for clients. They believe in enhancing quality of life by ensuring clients have better control over their finances, rather than solely focusing on accumulating wealth through investments. This includes strategies for saving 10 to 30% of monthly income. Student Loan Forgiveness Partnership : The firm partners with organizations to assist clients in navigating federal student loan forgiveness programs. This is particularly valuable given the increasing costs of higher education and the financial burden of student loans. The service aims to mitigate debt and plan for associated tax impacts. Educational Background and Career Path : Kalan’s career path includes a strong educational background in economics and financial services management. His military experience and time spent in the corporate insurance sector have informed his current focus on financial advising and legacy planning, blending his analytical skills with a personal mission to help clients maximize their financial scenarios. Whether you're looking for insights on self-directed IRAs or curious about how to balance professional and personal life with a large family, this episode covers it all. Tune in to learn how you can achieve more financial freedom and create lasting memories with your loved ones! [embed]https://youtu.be/JavASOXkymY[/embed]…
We are back with another episode of the IRA Cafe podcast. Our host, Jasmine Trocchia, is joined by Jared Benson from Clotine Capital. Together, they’re getting into the intricacies of self-directed funds, the benefits of taking control of your investments, and the current trends in the real estate market. Jared shares insights into how Clotine Capital offers investors the unique opportunity to choose their investment paths, allowing for personalized risk and return profiles. Tune in as they discuss emerging trends in the real estate market, the influence of economic factors, and Jared's personal journey, including the impact of mentor figures like his father. They also dive into the importance of content creation in today's business world and Jared’s personal interests outside of his professional life. Whether you're a seasoned investor or just curious about the world of self-directed investing, this episode promises valuable insights and engaging conversation. Key Takeaways: Understanding Self-Directed Funds: Jared explains the concept of a self-directed fund, highlighting the flexibility it offers investors in choosing where to allocate their capital. This approach empowers investors to participate in projects that match their risk tolerance and financial goals. Trends in the Real Estate Market: The conversation covers current economic factors affecting real estate, including interest rates and housing shortages. Jared shares insights into how these elements influence investment opportunities and market dynamics. The Impact of the Presidential Transition: Jared touches on how political changes, like the inauguration of President Trump, may impact the housing and real estate market, forecasting potential government incentives for housing and construction. Personal Journey and Influences: Jared shares stories about his personal journey from a criminology graduate to a capital manager. Key influences on his career include his father, a former CPA, who provided invaluable advice and guidance throughout his professional life. Advice for Aspiring Investors: Jared emphasizes the importance of understanding investment structures, conducting due diligence, and the benefits of learning from others’ experiences in the investing world. Insights into Personal Life and Values: Outside of his professional commitments, Jared is a dedicated family man with a passion for Star Wars and Legos, and shares his hopes to impart financial literacy and investment mentality to his children. Join Jasmine Trocchia and Jared Benson as they explore the world of self-directed investing, unravel the complexities of real estate trends, and discuss the personal journeys that shape successful financial careers. For more information on Clotine Capital, reach out to Jared at jared@clotinecapital.com. If you have questions for the IRA Cafe podcast, send them to marketing@AmericanIRA.com.…
Welcome back to the IRA Cafe! In this episode, Jasmine Trocchia sits down with Charlie Wessel, the founder and principal of Cordell Capital, to discuss various facets of real estate investing, the importance of networking, and unique investment opportunities like debt validation funds. Charlie shares his personal journey from being an entrepreneur in his twenties to creating Cordell Capital, a firm based in Charleston, South Carolina, that helps investors across the U.S. and Canada. He discusses how his past experiences in the stock market and real estate led him to develop a unique approach to investing, focusing on multifamily properties and specialized office spaces. You'll also hear about his innovative ventures, such as a debt validation fund aimed at supporting veterans, active military, and first responders. Whether you're an experienced investor or just starting out, Charlie offers valuable insights into making smarter investment choices, the importance of networking, and the benefits of self-directed IRAs. Join us for a compelling conversation that merges personal anecdotes with expert advice, offering a comprehensive look at how to make your investments work harder for you. Don't miss out! Key Takeaways Cordell Capital's Business Model: Charlie Wessel runs Cordell Capital, a private equity firm based in Charleston, SC that manages around $160 million in assets, including approximately 3,000 doors of multifamily and office properties. They focus on specialized properties like medical offices and strategic locations like their recent lawyer's office building across from a courthouse. Evolution from Single Family to Commercial Properties: Charlie shared his journey from losing money in the stock market and managing single-family rentals to focusing on larger commercial properties. He explained how apartment complexes offer better economies of scale compared to single-family homes, particularly regarding maintenance costs and vacancy risks. New Debt Validation Fund Initiative: Cordell Capital has launched a debt validation fund specifically targeting veterans, active military, and first responders to help with credit card debt. The fund offers a 20% annual percentage rate to investors while helping people manage their debt through the Fair Credit Reporting Act. Investment Requirements: Their investments require a minimum of $50,000 and are limited to accredited investors (those with over $1 million net worth excluding personal residence, or income of $200,000/year single/$300,000/year joint). They aim to double investors' money within 5 years. Industry Growth Trends: Charlie sees significant growth potential in alternative investments and self-directed IRAs, noting that many people still don't know about self-directed IRA options. He believes this investment space will continue to grow as more people learn about alternatives to traditional investment vehicles. Interested listeners can contact Charlie Wessel via the Cordell Capital website at cordellcapital.com . For more information or to submit a question to be answered on a future episode, reach out at marketing@americanira.com. [embed]https://youtu.be/xDE3h59abeE[/embed]…
Welcome back to the IRA Cafe! In this episode, Jasmine Trocchia sits down with Jeff Johnson, the mastermind behind New Path Properties and an accomplished author. Jeff shares his transformative journey from being a civil engineer to a full-time real estate investor. Diving deep into the intricacies of real estate investment, Jeff provides multi-faceted insights ranging from property development, investment strategies, and the significance of using self-directed IRAs in real estate. He also touches on his personal and professional philosophies, business operations, and future opportunities in the real estate market, making this episode a must-listen for novice and experienced investors alike. Key Takeaways: Career Evolution : Jeff transitioned from civil engineering to full-time real estate in 2009 after realizing his passion lay in the visionary aspects of business rather than detailed engineering tasks. By 2014, he was fully immersed in real estate and co-founded Better Path Homes in 2018, which focuses on large-scale home building projects, Real Estate Ventures : He has diversified his investments to include flips, new constructions, and custom homes, with a special focus on rental properties, all centered within the Charlotte, NC area. Jeff is also venturing into flex space projects and townhome developments, providing a balanced approach to real estate investing. Use of Self-Directed IRAs : Jeff is an advocate for using self-directed IRAs for real estate investments and practices what he preaches. He uses his own IRA funds to finance multiple real estate deals, emphasizing investment in hard assets over other forms. Market Trends and Investment Strategies : The current market's focus is shifting due to interest rate fluctuations. Jeff notes affordability and the rise in rental market demand due to higher interest rates pricing out potential homeowners. He identifies built-to-rent properties and the Southeast region, particularly around Charlotte, as strategic locations for real estate investments. Networking and Mentorship : Building long-lasting relationships through giving back to the community and offering knowledge is crucial. Jeff conducts workshops and maintains an open-door policy for consultations to foster a supportive network. Educational Initiatives : Jeff authored "Retirement Returns with Real Estate" to educate potential investors on maximizing their IRA funds in real estate. The book serves as a primer for those interested in exploring real estate investment opportunities. Advice for New Investors : Essential due diligence involves checking the track record and references of potential investment partners, understanding their business operations, and ensuring they employ conservative project evaluations. For young investors, starting with responsibility over finances at a young age is vital, promoting the importance of personal experience in financial management. Investment Opportunities : Jeff presents various opportunities for investors, including private lending for new construction homes and participating in flips and built-to-rent projects. The objective is to build mutually beneficial relationships that foster long-term business growth. This episode provides an enriching dialogue on strategic real estate investment, the power of self-directed IRAs, and the importance of community-oriented business practices. Jeff Johnson's journey and insights offer valuable lessons for anyone looking to navigate or thrive in the real estate market. IRA Cafe Q&A: Carlos asked "What is an FMV and do I have to submit one?" Jasmine explains FMV (Fair Market Valuation), its importance, and the necessity of submitting it annually to your IRA custodian for accurate asset reporting. Have a question for the IRA Cafe Q&A segment? Email us at marketing@americanira.com. Get Jeff’s book: "Retirement Returns with Real Estate" by Jeff Johnson, available on Amazon. [embed]https://youtu.be/39anGOIWeBI[/embed]…
Welcome to the very first episode of the IRA Café podcast! Hosted by Jasmine Trocchia, this episode dives deep into the foundational knowledge needed for anyone considering self-directed IRAs. Jasmine is joined by Kyle Moody, Business Development Manager at American IRA. Throughout the episode, Kyle shares invaluable insights from his eight years of experience, addressing common questions and concerns that potential clients often have. From understanding the nuances of self-directed IRAs to the importance of due diligence, this episode is a comprehensive guide for beginners. Key Takeaways: Self-Directed IRAs: Not for Everyone: Kyle explains that self-directed IRAs are not a one-size-fits-all solution. They are best suited for individuals looking to diversify their investments beyond traditional stocks and bonds, such as real estate, private lending, or investing in private companies. Know Your Funds: It's crucial to understand the type of funds you have in your retirement accounts. Kyle emphasizes the importance of knowing whether your funds are traditional or Roth, as well as the implications for future distributions and tax responsibilities. The Role of Due Diligence: Since American IRA is not a fiduciary and does not provide financial advice, clients must perform their own due diligence. This includes researching potential investments thoroughly and consulting with external advisors such as CPAs or attorneys. The Process of Getting Started: Kyle outlines the steps for opening and funding a self-directed IRA account at American IRA. The process involves completing an application, setting up the account, and then transferring or rolling over funds from existing retirement accounts. The Importance of Timing: Timing is critical when setting up a self-directed IRA, especially if you have a specific investment opportunity in mind. Kyle advises that potential clients should start the process well in advance to avoid any timing issues. Kyle’s Journey to American IRA: Jasmine and Kyle also touch on Kyle’s background in real estate and how it led him to his current role at American IRA. His journey underscores the importance of networking and seizing opportunities as they arise. If you're considering a self-directed IRA and want to learn more, this episode is a must-listen. Make sure to subscribe, like, and review the podcast wherever you listen to gain deeper insights into managing your retirement investments. [embed]https://youtu.be/U5l07NFGNGU[/embed]…
Welcome to The IRA Café , the podcast where retirement planning feels as warm and inviting as your favorite coffee shop. Hosted by Jasmine Trocchia of American IRA, this show is all about making your financial future approachable, empowering, and maybe even a little fun. When you’re saving for retirement, you’re investing—it’s as simple as that. But did you know you have a choice about what your money is invested in? While most traditional plans keep your funds in the stock market through mutual funds and individual stocks, sometimes it pays to think outside the stock market. That’s where The IRA Café comes in. This podcast is your guide to exploring alternative investments through self-directed IRAs. Whether you’re a beginner dipping your toes into retirement planning, an experienced saver ready to diversify, or an entrepreneur looking for innovative ways to grow your wealth, this show is for you. Our mission is simple: to demystify alternative investing and make it accessible to everyone. Each episode breaks down the intimidating concepts of self-directed IRAs and opens the door to exciting opportunities like real estate, private equity, precious metals, venture capital, hedge funds, oil and gas interests, private lending portfolios, and more. But it’s not just about the technical details—we’re here to change how you think about your money. We’ll share real-life success stories, actionable strategies, and insights that fit your unique financial journey. With straightforward tips and zero financial jargon, we make retirement planning feel like a conversation with a friend. Whether your dream retirement includes financial independence, the freedom to travel, or the chance to leave a legacy for your loved ones, The IRA Café will help you get there. Tune in every other week as we break down the rules of self-directed IRAs, explore creative investment options, and make planning your financial future a little easier—and a lot more enjoyable. Your path to retirement should be as unique as you are, and The IRA Café is here to help you chart the course. Pull up a chair, grab your favorite brew, and join us for a fresh take on retirement planning.…
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