
68 episodes

The Alternative Investing Advantage Advanta IRA
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4.0 • 3 Ratings
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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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Episode 68: A Deep Dive Into the Housing Market with Charles Carillo
Alex Perny welcomes Charles Carillo of Harborside Capital, to talk about the state of the housing market and how it is driving strategy in the multi-family and commercial sectors.
Alex shares the market recap for 5/22/2023, and explains what deficit spending is.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com. -
Episode 67: From Software to Solid Investments - Understanding the Changing Private VC Market with Robert Cote
Alex Perny of Advanta IRA welcomes Robert Cote of Cote Capital, for a discussion on the shifting private VC market. Alex also shares a market recap for 5/8/2023 and explains what a prospectus is.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com. -
Episode 66: Investing in Cryptocurrency Markets with Pareto Technologies
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.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com. -
Episode 65: How to Invest in a Franchise with Marty Greenbaum
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.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com. -
Episode 64: What to Expect During an IRS Tax Audit with Neil Paulson
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.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com. -
Episode 63: The Benefits of Real Estate Cash Purchases & Partnerships with Brad Hovis
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.
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
Note: What Is content is compiled from Investopedia.com.
Customer Reviews
Awesome!
Alex is a great host who brings on fantastic guests!
Make moves to get off Wall Street!
This is exactly the type of podcast I'm really interested in; Wall Street is volatile, and any smart investor should be looking to diversify. I love the wide array of different suggestions and solutions offered in this podcast. Some of them are really creative! It has something for everyone.