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Self-Directed IRAs: The Secret Wealth Tool Nobody Talks About with Kaaren Hall

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Manage episode 473606577 series 3560179
Content provided by Mathew Owens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mathew Owens or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Masters of Real Estate, host Matthew Owens sits down with longtime friend and powerhouse entrepreneur Kaaren Hall, founder of uDirect IRA Services. From being a single mom who got laid off during the Great Recession to building a company that now manages over $1 billion in assets, Kaaren shares the raw, unfiltered story of grit, reinvention, and the real power of self-directed retirement accounts.

If you've ever wanted more control over your financial future, or you’re curious how to invest in real estate through your retirement account, this is your roadmap.

What You’ll Learn:

  • How Kaaren went from unemployed to running a billion-dollar company

  • What most people don’t know about their retirement accounts

  • Why self-directed IRAs are a game-changer for real estate investors

  • The three biggest mistakes people make with retirement investing

  • The history of retirement (and why the system is broken)

  • How to avoid UBIT and UDFI taxes

  • Why picking the right custodian is critical

  • Common "gotchas" that could make your IRA fully taxable

  • What a checkbook IRA is — and when it actually makes sense

  • How to start investing in real estate through your HSA and 401(k)

  • Tips for teaching your kids about financial freedom and investing

uDirect IRA Services: https://www.udirectira.com

Facebook: https://www.facebook.com/mathew.owens2

Instagram: https://www.instagram.com/mathew_owens1/

LinkedIn: https://www.linkedin.com/in/mathewowens/

Free 200-Point Due Diligence Checklist: https://mathewowens.com/due-diligence-checklist/

Free Deal Analysis Masterclass: https://mathewowens.com/masterclass-form/

  continue reading

98 episodes

Artwork
iconShare
 
Manage episode 473606577 series 3560179
Content provided by Mathew Owens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mathew Owens or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Masters of Real Estate, host Matthew Owens sits down with longtime friend and powerhouse entrepreneur Kaaren Hall, founder of uDirect IRA Services. From being a single mom who got laid off during the Great Recession to building a company that now manages over $1 billion in assets, Kaaren shares the raw, unfiltered story of grit, reinvention, and the real power of self-directed retirement accounts.

If you've ever wanted more control over your financial future, or you’re curious how to invest in real estate through your retirement account, this is your roadmap.

What You’ll Learn:

  • How Kaaren went from unemployed to running a billion-dollar company

  • What most people don’t know about their retirement accounts

  • Why self-directed IRAs are a game-changer for real estate investors

  • The three biggest mistakes people make with retirement investing

  • The history of retirement (and why the system is broken)

  • How to avoid UBIT and UDFI taxes

  • Why picking the right custodian is critical

  • Common "gotchas" that could make your IRA fully taxable

  • What a checkbook IRA is — and when it actually makes sense

  • How to start investing in real estate through your HSA and 401(k)

  • Tips for teaching your kids about financial freedom and investing

uDirect IRA Services: https://www.udirectira.com

Facebook: https://www.facebook.com/mathew.owens2

Instagram: https://www.instagram.com/mathew_owens1/

LinkedIn: https://www.linkedin.com/in/mathewowens/

Free 200-Point Due Diligence Checklist: https://mathewowens.com/due-diligence-checklist/

Free Deal Analysis Masterclass: https://mathewowens.com/masterclass-form/

  continue reading

98 episodes

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