The Rich Somers Report
Join host Rich Somers, as he interviews top real estate investors, entrepreneurs, and athletes from all over the world to discuss all things real estate, business, and wealth related. His first guests include Tarek El Moussa - real estate investor & TV personality, and Cliff Avril - former Seattle Seahawks player & Super Bowl XLVIII Champion. Rich is an active real estate investor and entrepreneur holding a portfolio of apartment buildings, boutique hotels, and short-term rentals valued in excess of $80M. He was an air traffic controller for the government for 11 years, and cashed out his 401k to get his start in real estate investing. Connect with Rich on Instagram: @rich_somers
The Rich Somers Report
What The "System" Doesn't Want You To Know About the $40 Trillion Sitting in Retirement Accounts | Kaaren Hall E351
What if the biggest opportunity in real estate and entrepreneurship is hidden inside your retirement account—and no one told you? In this episode of The Rich Somers Report, Rich sits down with Kaaren Hall, founder and CEO of uDirect IRA Services, to break down how investors can unlock the $40 trillion locked inside retirement accounts using self-directed IRAs.
Rich and Kaaren discuss:
- How to legally use your IRA or 401(k) to invest in real estate, private equity, and boutique hotels
- The difference between traditional custodians and self-directed ones
- Why Wall Street doesn’t want you to know about this strategy
- The most common mistakes investors make when using retirement funds—and how to avoid them
- How to structure your deals, fund your investments, and build long-term wealth using pre-tax dollars
Kaaren shares real-life examples of clients who’ve rolled over retirement accounts, invested into alternative assets, and scaled their net worth—without triggering penalties or taxes. If you’re sitting on old retirement accounts or just want to take back control of your money, this episode is your playbook.
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