Advanta IRA
The Alternative Investing Advantage
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.
Where to listen?
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Episodes
Episode 66: Investing in Cryptocurrency Markets with Pareto Technologies 03.05.2023 56:44
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: Webs...
Episode 65: How to Invest in a Franchise with Marty Greenbaum 20.04.2023 1:05:04
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/...
Episode 64: What to Expect During an IRS Tax Audit with Neil Paulson 05.04.2023 53:40
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...
Episode 63: The Benefits of Real Estate Cash Purchases & Partnerships with Brad Hovis 29.03.2023 1:07:17
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 A...
Episode 62: Part 2 - The Benefits of Bridge Debt Investing with Brock Freeman of Kirkland Capital 15.03.2023 1:01:07
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 w...
Episode 61: Part 1 - Performing Due Diligence with Bridge Debt Investing with Chris Carsley of Kirkland Capital 08.03.2023 1:21:30
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...
Episode 60: Understanding potential tax issues surrounding cryptocurrency investing with Micah Fraim 01.03.2023 1:04:15
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 be...
Episode 59: Using Alternative Marketing Strategies to Drive Real Estate Sales with Jerome Lewis 08.02.2023 56:31
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@Advan...
Episode 58: Turning Underperforming Notes into Profitable Investments with Martin Saenz 01.02.2023 57:35
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...
Episode 57: Why Investing in Precious Metals Is Hot Now with Patrick Yip 25.01.2023 57:22
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...
Episode 56: The SECURE Act 2.0—What You Need to Know 11.01.2023 57:24
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/ Li...
Episode 55: Energizing Your Portfolio by Investing in Coffee with Joshua Ziegelbaum 28.12.2022 54:06
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...
Episode 54: Pivoting to Profits: When to Change Strategies with Chris Freeman 21.12.2022 53:36
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...
Episode 53: Checking into Hotel Investments with Tempest 22 14.12.2022 58:00
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...
Episode 52: Navigating the Legal Side of Syndication Investing with Attorney Gene Trowbridge 30.11.2022 1:02:06
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...
Episode 51: Managing an Alternative Asset Portfolio with Zak Boca 16.11.2022 51:51
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: ht...
Episode 50: Using Down Markets for Big Gains with Roth Conversions 09.11.2022 35:09
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...
Episode 49: Building Strong Foundations in Multi-Family Real Estate with Brandon Cotie 26.10.2022 52:08
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. Advanta...
Episode 48: Death & Taxes ... How HSAs Provide Tax-Free Options to Care For Your Health 19.10.2022 39:26
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.....
Episode 47: Unexpected Taxes for Alternative Investments 05.10.2022 42:38
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/ Link...
Episode 46: SPECIAL EDITION: 2022 Market Update 21.09.2022 43:36
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/Adva...
Episode 45: The Secrets to Flipping Mobile Homes 14.09.2022 51:29
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: http...
Episode 44: A Comprehensive Review of the Inflation Reduction Act 24.08.2022 43:15
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.....
Episode 43: Demystifying the Power of Checkbook Control IRAs 17.08.2022 47:03
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 Po...
Episode 42: Scoring Goals with Soccer Club Franchise Investments 10.08.2022 51:57
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/compa...
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