Advanta IRA

The Alternative Investing Advantage

Business EN ↓ 216 episodes

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.

Author

Advanta IRA

Episodes

Episode 91: Real Estate Debt Investing Strategy with Heather Dreves 22.11.2023 49:23

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Heather Dreves, the Director of Investor Relations and Fund Manager of Secured Investment Corporation. Together, they discuss the basics of investing in real estate debt. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have...

Episode 90: Litigation Finance 101 with Sean Campbell 15.11.2023 46:50

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Sean Campbell, Managing Director and Head of Distribution of Valiant Litigation Finance. Together, they discuss litigation financing. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠Podca...

Episode 89: Exploring Precious Metal IRAs with Kevin DeMeritt 08.11.2023 44:29

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Kevin DeMeritt, founder and operator of one of the largest precious metals firms in the United States, Lear Capital. Together, they dive into the world of precious metal IRAs. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or...

Episode 88: Effective Strategies for Business Owners with Patrick Esposito 01.11.2023 45:28

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Patrick Esposito, founder of Initiative Labs and co-founder of ACME General Corporation. Together, they discuss effective strategies business owners can use with their small to medium-sized companies. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a...

Episode 87: A Guide to Financial Planning Options with Tyson Ray 25.10.2023 50:17

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Tyson Ray, CEO of FORM Wealth Advisors. Together, they discuss different financial planning options for investors. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠ ....

Episode 86: Exploring Small Business Marketing Strategies with Mark Newsome 18.10.2023 48:26

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes marketing specialist Mark Newsome. Together, they discuss various marketing strategies you can use for your small business. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠Podcast@AdvantaIRA....

Episode 85: Strategic Financial Planning for Investors with John Ensley 11.10.2023 50:16

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes John Ensley, President of J-Ensley Financial. Together, they discuss strategic financial planning strategies for investors. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠Podcast@AdvantaIRA.c...

Episode 84: Financial Empowerment for Women with Melissa Leon 04.10.2023 50:52

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes finance and accounting expert Melissa Leon. During this episode, they discuss the importance of financial empowerment for women. 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/ ⁠⁠⁠⁠⁠⁠⁠⁠ Lear...

Episode 83: Part 2—A Guide to Raising Capital with Randy Smith 27.09.2023 46:18

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...

Episode 82: Part 1—A Guide to Raising Capital with Randy Smith 20.09.2023 45:42

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. Ad...

Episode 81: The Basics of Industrial Real Estate with Brad Shepherd 13.09.2023 47:31

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 mor...

Episode 80: Exploring Real Estate Notes with Lauren Wells 06.09.2023 48:32

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...

Episode 79: Investing Wisely in Agriculture & Farmland with David Chan 30.08.2023 47:06

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 IR...

Episode 78: A Guide to Real Estate Syndications with Timothy Lyons 23.08.2023 48:38

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 ev...

Episode 77: Rare Opportunities—Investing in Strategic Metals with Louis O’Connor 16.08.2023 45:58

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 YouT...

Episode 76: Fully Detailed—Investing in Car Washes with Dave Zook 02.08.2023 43:56

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 growin...

Episode 75: Unboxing the Basics of Single Family Investment Lending with Doug Smith 26.07.2023 47:13

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 Do...

Episode 74: Franchise Investing through Crowdfunding with Kenny Rose 19.07.2023 43:06

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.co...

Episode 73: Diving into Pooled Investment Funds with Matt Burk 12.07.2023 43:10

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 h...

Episode 72: Achieving the American Dream in the Big City with David Dippong 05.07.2023 39:24

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: ...

Episode 71: Understanding Investment Tax Issues with Chase Insogna 28.06.2023 42:56

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/ Lin...

Episode 70: Private Equity Investing with an IRA 21.06.2023 38:38

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.lin...

Episode 69: Alternative Taxes for Alternative Investors 07.06.2023 33:37

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.lin...

Episode 68: A Deep Dive Into the Housing Market with Charles Carillo 24.05.2023 50:15

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 A...

Episode 67: From Software to Solid Investments - Understanding the Changing Private VC Market with Robert Cote 10.05.2023 1:12:39

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:/...