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.
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Advanta IRA Podcasts

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Episode 178: The Hidden Power of Preferred Equity in Real Estate Deals
58:00
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58:00On this episode of Alternative Investing Advantage, host Alex Perny talks with Christopher Lento, founder of EM Capital, about the role of preferred equity in commercial real estate. Chris shares his journey from aerospace engineering to real estate, why pref relationships matter, how to strengthen investor credibility, and strategies for improving…
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Episode 177: 401(k) & Alternative Asset Executive Order: Special Edition
29:47
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29:47In this episode of the AIA podcast, host Alex Perny welcomes Scott Maurer of Advanta IRA for a discussion on how the new alternative asset and 401(k) executive order impacts your retirement planning. 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 h…
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Episode 176: Analyzing the Commercial Real Estate Market with Peter Roisman
54:01
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54:01This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Peter Roisman to discuss the commercial real estate market. Peter, the CEO of REV, shares his background as a lawyer, and how he came to commercial real estate. In this episode, Peter mentions the importance of having a strong leasing team in real estate. They highli…
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Episode 175: From Energy to Equity: Alternative Investing with Casey Gregersen
1:03:29
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1:03:29This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Casey Gregersen to discuss the intertwining of real estate, oil and gas, and energy production. Casey, the CEO of Gregersen Properties, shares his background in petroleum engineering and how he came to alternative investing. If you are interested in being a podcast g…
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Episode 174: Understanding Portfolio Diversification with Dave Wolcott
56:39
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56:39This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Dave Wolcott to discuss portfolio diversification, private credit, oil and gas, and other investment opportunities. Dave, the CEO and founder of Pantheon Investments, shares his background and how he created his own company to help other LP investors access great dea…
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Episode 173: Creative Financing Strategies in Real Estate with Abraham Gray
55:57
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55:57This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Abraham Gray, to discuss creative financing as an alternative aspect of real estate investment. Abraham, an expert in private financing, shares his background and how he came to buy properties and later lend money to people buying properties for fix-and-flips. If you…
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Episode 172: Analyzing the Evolution of Cryptocurrency with Joshua Brooks
54:28
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54:28This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Joshua Brooks, to discuss the growing importance of digital currencies and their integration into portfolios. Brooks, an Army Reserve Chaplain and certified financial planner, shares his background and how he came to found Exponential Advisors in mid-2024. If you are…
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Episode 171: A Deep Dive into Bitcoin Mining with Beau Turner
54:07
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54:07This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Beau Turner, to discuss Bitcoin mining, a topic that often gets traction in the media but is often overlooked from an investment standpoint. They go over the process of extracting and converting Bitcoin's value into a form of cash flow. Turner, a cryptocurrency exper…
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Episode 170: The Role of Digital Assets in Today's Economy
55:03
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55:03This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Ian Reynolds, to discuss the current economic unrest and uncertainty in Eastern Europe, the Middle East, and the U.S., particularly in relation to foreign exchange rates, inflation, central bank policy, bonds, and digital assets. He goes over the emergence of digital…
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Episode 169: Understanding the Gig Economy
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47:29This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Jack Corrigan, to discuss the challenges of buying real estate and financing it. He goes over the gig economy, which has led to an increase in people working in service industries. Which, in turn, may not fit into traditional mortgage loan origination profiles. Corri…
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Episode 168: How to Build Value Through People and Strategy with Russ Morgan
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54:29This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Russ Morgan, to discuss the importance of people and strategy in investing and financial decisions. Russ shares his experiences with Wall Street and the key components influencing his focus on appreciation, cash flow, diversification, and underserved markets. He expl…
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Episode 167: Exploring Car Washes as a Scalable Investment Strategy with Whitney Elkins-Hutten
1:01:10
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1:01:10This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Whitney Elkins-Hutten, Director of Investor Education with PassiveInvesting.com, to discuss the car wash investing spectrum. Whitney shares her background and how she came to help passive investors understand different aspects of the passive investing arena. She focu…
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Episode 166: A Look at the Risks, Rewards, and Trends in the Bond Market with Nancy Mullally
59:42
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59:42This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Nancy Mullally, CEO of Alamo Capital, to discuss various topics related to investing in the bond market. Nancy initially gravitated towards bonds due to the broad spectrum of options, commodities, and mutual funds in the financial sector. She found the debt markets t…
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Episode 165: AI in Finance: Analyzing Opportunities and Risks with Gary Sinderbrand
1:01:54
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1:01:54This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Gary Sinderbrand, Founder of BetterPath Training, to discuss the importance of understanding artificial intelligence (AI) and its tools in financial planning and investments. Throughout his professional career, Gary discovered that AI tools can help individuals with …
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Episode 164: Lessons, Leverage, & Long-Term Strategy in Real Estate with Michael Kearse
51:47
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51:47This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Michael Kearse, Owner of Virtual Wealth Flipping Academy and 5M Ventures, to discuss his journey into investing in real estate. Michael discovered that people who value wealth building are more likely to be financially independent. He shares his experience of purchas…
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Episode 163: Debt Investing 101 with Nathan Turner
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45:55This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Nathan Turner, President of Earnest Inc. and Director of the Diversified Mortgage Expo, to discuss the importance of debt investments in real estate. Nathan emphasizes the interest in non-performing notes in real estate, highlighting the attractiveness of the price p…
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Episode 162: Exploring the Evolution of Private Equity and Credit with Mark Flickinger
59:40
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59:40In this episode of the AIA podcast, host Alex Perny welcomes Mark Flickinger, General Partner and COO of BIP Capital, to discuss the private credit market and its opportunities for entrepreneurs who need capital to keep their businesses going. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are inte…
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Episode 161: Smart Strategies for the Short-Term Rental Market with Lamè Kinikini
54:24
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54:24In this episode of the AIA podcast, host Alex Perny welcomes Lamè Kinikini, the founder and CEO of Elk Ridge Management, to discuss the short-term rental market, particularly in Florida and other vacation destinations. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast…
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Episode 160: Navigating the Precious Metals Market with Brandon Thor
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48:03In this episode of the AIA podcast, host Alex Perny welcomes Brandon Thor, the CEO of Thor Metals Group, to discuss the value of precious metals like gold, silver, platinum, and palladium. 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 questio…
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Episode 159: A Look at Mobile Home Investing with Allen Lomax
59:34
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59:34In this episode of the AIA podcast, host Alex Perny welcomes Dr. Allen Lomax, the CEO and founder of Steed Talker Capital, to discuss the lucrative mobile home investment market. 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, contac…
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Episode 158: Understanding Endowment Style Portfolio Management with Whitestone Wealth Management
57:19
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57:19In this episode of the AIA podcast, host Alex Perny welcomes Scott Langham and Patrick Lynch, two co-founders of Whitestone Financial Group to discuss the concept of endowment investing. 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…
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Episode 157: Investment Strategies in Emerging Markets with Kevin Carter
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55:44In this episode of the AIA podcast, host Alex Perny welcomes Kevin Carter, CIO and founder of EMQQ Global to discuss potential investment opportunities in emerging markets across the world 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 questio…
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Episode 156: Understanding the Investment Landscape of Rara Earth Minerals with Anthony Milewski
51:56
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51:56In this episode of the AIA podcast, host Alex Perny welcomes Anthony Milewski, CEO and founder of The Oregon Group to discuss the impact of rare earth minerals in our lives and how they can be used as investments. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast gues…
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Episode 155: The Impact of Inflation on Real Estate Investors with Bronson Hill
52:09
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52:09In this episode of the AIA podcast, host Alex Perny welcomes Bronson Hill, CEO and founder of Bronson Equity for a discussion on the impact of inflation on real estate 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…
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Episode 154: Real Estate Investing Through the Lens of a Property Manager with Michael Drew
55:56
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55:56In this episode of the AIA podcast, host Alex Perny welcomes Michael Drew of Real Estate Done 4 U for a discussion on real estate investing and its potential as a vehicle for financial goals. 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 ques…
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Episode 153: Navigating Tax Issues and IRS Interactions with Stephen Weisberg
49:05
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49:05In this episode of the AIA podcast, host Alex Perny welcomes Stephen Weisberg, the founder of The W Tax Group, for a discussion on navigating tax issues and IRS interactions. 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…
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Episode 152: Understanding Retail Real Estate with Cameron Hastings
56:33
56:33
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56:33In this episode of the AIA podcast, host Alex Perny welcomes Cameron Hastings, Principal of Landtheory and Director of Selene Brighthouse, for a discussion on understanding the retail real estate market. 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 …
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Episode 151: Investment Strategies for Annuities with Steven Step
56:32
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56:32In this episode of the AIA podcast, host Alex Perny welcomes Steven Step of A Step Ahead Financial for a discussion on understanding investment strategies with annuities. 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 …
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Episode 150: Understanding Options Trading for Investors with Jason DeLorenzo
56:19
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56:19In this episode of the AIA podcast, host Alex Perny welcomes Jason DeLorenzo of Volland for a discussion on understanding options trading 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@Adva…
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Episode 149: How the New BOI Reporting Requirement Impacts Your Business with Scott Maurer
28:24
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28:24In this episode of the AIA podcast, host Alex Perny welcomes Scott Maurer of Advanta IRA for a discussion on how the new BOI reporting requirement impacts your 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 …
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Episode 148: The Benefits of Private Equity Investments with Amir Baluch
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52:42In this episode of the AIA podcast, hostAlex PernywelcomesAmir Baluch of Baluch Capital for a discussion on the benefits of private equity investments. 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@Adva…
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Episode 147: Strategies for Starting a Franchise with Greg Mohr
52:44
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52:44In this episode of the AIA podcast, hostAlex PernywelcomesGreg Mohr of Franchise Maven, for a discussion on strategies for starting a franchise.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 [email protected]…
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Episode 146: Navigating Investment Suitability with John De Goey
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53:40In this episode of the AIA podcast, host Alex Perny welcomes John De Goey for a discussion on investment suitability. 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 [email protected].Learn more abou…
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Episode 145: A Look at Fractional Ownership in Real Estate with Chris Gerardi
51:48
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51:48In this episode of the AIA podcast, host Alex Perny welcomes Chris Gerardi, Founder and CEO of Realbricks, for a discussion on fractional investing. 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@Advanta…
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Episode 144: Interest Rates & Their Impact on Real Estate with Tim Donovan
55:21
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55:21In this episode of the AIA podcast, host Alex Perny welcomes Tim Donovan, Managing Director of Midloch Investment Partners, for a discussion on the current interest rates and their impact on real estate. 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 o…
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Episode 143: Operational Challenges in Self-Storage Investments with Jacob Vanderslice
57:26
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57:26In this episode of the AIA podcast, host Alex Perny welcomes Jacob Vanderslice of VanWest Partners, for a discussion on the types of operational challenges you can face in self-storage investments. 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 hav…
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Episode 142: Exploring Investment Opportunities in Belize with Sara Jung
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53:56In this episode of the AIA podcast, host Alex Perny welcomes expert real estate investor Sara Jung for a discussion on unique investment opportunities in Belize. 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 Po…
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Episode 141: Breaking Down Financial Concepts with Kevin Davis
48:38
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48:38In this episode of the AIA podcast, host Alex Perny welcomes Kevin Davis of Investment Dojo for a discussion on beneficial financial concepts. 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 [email protected]…
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Episode 140: Understanding Fees & Financial Structures in Investments with Bishoy Habib
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52:32In this episode of the AIA podcast, host Alex Perny welcomes Bishoy Habib of Levacy Legal for a discussion on understanding the different fees and financial structures in investments. 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, co…
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Episode 139: Mastering Short-Term Rental Investments with Anne Gannon
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58:13In this episode of the AIA podcast, host Alex Perny welcomes Anne Gannon of The Largo Group for a discussion on mastering the art of short-term rental investments. 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 …
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Episode 138: Introduction to Artificial Intelligence in Real Estate with Gabe Bar
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41:38In this episode of the AIA podcast, host Alex Perny welcomes Gabe Bar of DealEstate.AI for a discussion on the use of artificial intelligence in the real estate market. 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 …
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Episode 137: A Peek into Commercial Real Estate Options with Darin Davis
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39:51In this episode of the AIA podcast, host Alex Perny welcomes the Principal of Club Capital, Darin Davis, for an informational discussion on the commercial real estate market and various financing options. 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 …
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Episode 136: Exploring the Precious Metals Market with Jonathan Awde
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49:15In this episode of the AIA podcast, host Alex Perny welcomes the President and CEO of Dakota Gold Corporation, Jonathan Awde, for a discussion on the current precious metals market. 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, cont…
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Episode 135: Transitioning from Buying Properties to Focusing on Lending with Eric Boshart & Steven Hamner
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57:44In this episode of the AIA podcast, host Alex Perny welcomes the co-founders of Parellel Lending, Eric Boshart and Steven Hamner, for an in-depth discussion on transitioning from buying real estate to lending. If you are interested in being a podcast guest speaker or have questions, contact us at [email protected]. Learn more a…
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Episode 134: A Look into the Growing RV Industry with Benjamin Spiegel
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52:10In this episode of the AIA podcast, host Alex Perny welcomes Benjamin Spiegel of Redwood Capital for a discussion on the growing RV industry. Benjamin covers different financing options, exit strategies, and investment strategies. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in bei…
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Episode 133: Converting Old Buildings into Self-Storage Facilities with Casper Bahlmann
47:21
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47:21In this episode of the AIA podcast, host Alex Perny welcomes Casper Bahlmann, the CEO of Bahlmann Group, for a discussion on converting existing properties into self-storage facilities. 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,…
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Episode 132: The Impact of Blockchain & Digital Assets with Emmanuel Daniel
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43:36In this episode of the AIA podcast, host Alex Perny welcomes financial expert Emmanuel Daniel for a discussion on the impact of blockchain and digital assets. Emmanuel also touches on the tokenization of deposits and stable coins. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in bei…
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Episode 131: Exploring Bridge Debt & Value-Add Projects with Cory Johnson
46:48
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46:48In this episode of the AIA podcast, host Alex Perny welcomes the CEO of Pender Capital, Cory Johnson, for a discussion on bridge debt and value-add projects. Cory also covers the opportunities in the increase of distressed inventory, inefficiencies of the lower middle market, and much more. Subscribe to our YouTube channel and join our growing comm…
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Episode 130: The Changing Landscape of Commercial Real Estate with Deborah Smith
50:46
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50:46In this episode of the AIA podcast, host Alex Perny welcomes Deborah Smith, CEO of The CenterCap Group, for a discussion on the changing landscape of commercial real estate. 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 …
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Episode 129: The Advantages of Private Credit with Don Pelgrim
56:35
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56:35In this episode of the AIA podcast, host Alex Perny welcomes Don Pelgrim, CEO of AIA Securities, for a discussion on the advantages of private credit, evaluation criteria for real estate investments, and more. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest sp…
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