Beyond the Deal
Beyond the Deal is podcast hosted by Michael Wagman. He has created a life of freedom and travel using passive income generated through real estate investing and raising capital. In this podcast Michael interviews guests who have been successful in the world of real estate investing or alternative investments, and they go beyond the deal to discuss the stories and practices that ultimately laid the groundwork to success.
Beyond the Deal
How Kaaren Hall Empowers Investors to Build Wealth with Self-Directed IRAs
In this episode of Beyond the Deal, host Michael Wagman is joined by Kaaren Hall, founder and CEO of uDirect IRA Services and co-author of The BiggerPockets Guide to Self-Directed IRA Investing.
With 15+ years in the industry, Kaaren shares how she built one of the leading self-directed IRA companies in the country, helping thousands of investors unlock their retirement funds and invest in real estate, private lending, crypto, and more.
Kaaren dives into her unexpected path from radio announcer to CEO, explains the power and pitfalls of SDIRAs, and gives actionable advice on how to avoid IRS penalties, use retirement money legally, and raise capital the right way.
Whether you're an investor, syndicator, or entrepreneur looking to tap into the $40 trillion pool of retirement funds, this episode is a must-listen.
Key Takeaways:
✅ How Kaaren transitioned from radio to leading a multimillion-dollar IRA firm
✅ Why most investors don’t know they can invest outside the stock market
✅ What you can and can’t do with a self-directed IRA
✅ Common SDIRA mistakes and how to avoid prohibited transactions
✅ How to raise capital legally and ethically using retirement accounts
Timestamps:
00:00:00 Exploring Alternative Investments with Karen Hall
00:01:34 Becoming a Successful CEO
00:03:12 Investing Beyond the Stock Market with Self-Directed IRAs
00:04:45 Tapping into Retirement Accounts for Investment Opportunities
00:06:24 Building a Network: The Key to Real Estate Success
00:08:00 Challenges of Being an Entrepreneur: The Real Story
00:09:25 Mastering Customer Service: Handling Complaints and Improving Satisfaction
00:10:46 Setting Expectations for Self-Directed IRAs
00:12:18 Managing Entrepreneurial Anxiety and Sleep
00:13:46 Fitness Habits for Entrepreneurial Success
00:15:16 The Discipline Behind Fitness and Success
00:16:51 Journey of Writing a Book with Jean Trobridge and Bigger Pockets
00:18:15 Writing a Book: Insights and Experience
00:19:45 Empower Yourself: Investing in Alternative Assets
00:21:23 Avoiding Prohibited Transactions with IRAs
00:22:49 Understanding SDIRA Rules for Friends and Family
00:24:28 How to Support and Engage with the Podcast
Follow the Host – Michael Wagman:
🔗 https://www.linkedin.com/in/michaelwagman/
🔗 https://www.instagram.com/nimble_capital_group/
🔗 https://nimblecapitalgroup.com/
Follow the Guest – Kaaren Hall:
🔗 https://udirectira.com/
🔗 https://www.linkedin.com/in/kaarenhall/
Interested in learning how to raise capital and scale your business to build a lifestyle around freedom? Schedule a call today and let's find out if you're a good fit for mentorship.
https://calendly.com/mwagman/capital-coaching-exploration
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