Self Directed Investor Talk: Alternative Asset Investing Through Self-directed Ira's & Solo 401k's

Bob died recently, and left a self-directed IRA worth $2 million to his 3 adult children.  Fortunately for Bob, he never saw the huge problem he caused, which threatens to tear his family apart.  Today, I’ll tell you what Bob did wrong, because odds are, you’re doing exactly the same thing and don’t even know it.  I’m Bryan Ellis.  This is episode #226.   Hello Self Directed Investor Nation!  Welcome to the podcast of record for SAVVY self-directed investors like you, where each day we help you find, understand and PROFIT from exceptional investment opportunities. Today’s episode is a serious one, but first I’d like to share something with you from today’s sponsor, Fund & Grow.  Fund & Grow is awesome, plain and simple.  Ari & Mike, the guys who run the company, are MASTERS at helping you acquire ZERO-INTEREST lines of credit of $50,000 to $250,000 or more.  And it’s NOT THEORY in any way… I’ve seen it happen over and over and over again.  So if you need some capital for that great real estate dea

Do you want to build a legacy, and not just a portfolio?  If so, there’s one financial tool that is CHEAP (under $10), easy to use, and will have a bigger impact on FUTURE GENERATIONS than anything else you’ve ever done.  And odds are, you’ve never even heard of it.  I’m Bryan Ellis.  I’ll tell you what it is and how to use it RIGHT NOW in Episode #225. ---- Hello, SDI Nation!  Welcome to the show of record for savvy self-directed investors like you, where each day you how to find, understand and profit from exceptional investments… and turn those investments into a wonderful legacy for generations to come! What a GREAT DAY to be alive, folks!  I’m so honored you’re spending some time with me right now, so let’s get right to it.  But a quick note to you, and I really hope you folks will take this seriously. Have you ever been in a situation where you were just a bit short of capital for an investment, or for your business, or anything else?  If so, I want you to check out my friends Ari and Mike at Fund &

Is wealth a badge of honor… or a symbol of shame?  Practically every time Hillary Clinton or Barrack Obama open their mouths, they are vilifying the rich… while Donald Trump is clearly proud of his wealth, and promises repeatedly to bring wealth back to America.  Who’s right?  Is there something MORALLY or ETHICALLY either GOOD or BAD about wealth?  I’m Bryan Ellis.  I’ll spell out the answer for you RIGHT NOW in Episode #224. ---- Hello, SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like you!  This is the show where you learn how to be a wise, profitable steward of your money… Today we’re going to talk about a topic that’s important, timely and rather personal.  We’re going to address the ETHICS… the MORALITY, even… of acquiring wealth, and being wealthy. But first, I’d like to introduce you to someone you should get to know, and I’d like to do that by asking you a question: Have you ever been in a situation where you found a great investment, but were a bit short of capital

It’s good to build wealth… but 100 years from now, what will that mean?  Statistically, probably nothing at all.  But there’s a way to make sure your wealth both provides for your needs, and actually changes the world in an enduring, powerful way.  And it all starts with a shift in perspective you can adopt today.  I’ll tell you all about it right now in Episode #223. ---- Hello, SDI Nation… welcome to the podcast of record for savvy self-directed investors like you.  Hey, today’s show is special… I’m going to dig deeper into my personal beliefs about money and wealth in a way much deeper than I’ve done in the past. So, my friends… today isn’t about investment strategy, capital deployment opportunities or market analysis.  Rather, for just a few minutes, we’re going to talk about something more fundamental:  Financial philosophy. Allow me to pose an important question to you:   Imagine that you were supremely successful as an investor… maybe even Warren Buffet level.  What does that do for you… and what is yo

“Stocks keep going up, and investors keep saying no thanks”.  At least, that's what a story from the Associated Press says. What's the evidence, and why are the booming results of Wall Street being rejected so broadly?  And most importantly... what superior alternatives exist?  I'm Bryan Ellis.  I'll give you the answer RIGHT NOW in episode #222. Hello, SDI Nation!  Welcome to the show of record for savvy self-directed investors like you, where we help you build wealth WITHOUT Wall Street!  This is Episode #222, so all of the notes and resources from today’s show can be found there at SDIRadio.com/222. The first such resource is a really interesting AP story published today at CBSNews.com entitled “Stocks Keep Going Up and Investors Keep Saying No Thanks”.  This one caught my eye because ANYTIME a large group of people do exactly the opposite of what you’d reasonably expect them to do, you’ve got to consider the big question of WHY? So first, the facts: The stock market is booming, with the S&P 500 hittin

3 things – very bad things – happen INSTANTLY, the very moment you commit a dreaded PROHIBITED TRANSACTION in your self-directed IRA, and you need to understand them.  I’m Bryan Ellis.  This is episode #221.  ----- Hello, SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like you, where we help you build great wealth WITHOUT relying on Wall Street!  Be sure to visit SDIRadio.com/221 for today’s show notes and transcript and resources I mention in today’s episode. Over and over again, you’ve heard me warning you about the dangers of prohibited transactions in your self-directed retirement account, and particularly in self-directed IRA’s.  But today we’re going a bit deeper. But let’s start at the beginning:  What is a prohibited transaction Here’s a good generalization:  A prohibited transaction results whenever you use your IRA in such a way that you, or someone related to you, derives benefit from the money or assets of the IRA outside of the context of retirement.  So if you bu

is tougher, my friends… but I’ve got the answer for you RIGHT NOW! Here's what you'll learn in this episode: ~ 3 Big Factors That Determine If Section 8 Is Right For YOU! ~ Why experienced property management is key to success with Section 8 ~ Why section 8 is NOT right for everyone ~ How Section 8 can eliminate problems with rental collections and reduce maintenance and vacancy costs Resources: ~ Show Notes: http://www.SDIRadio.com/220~ Yesterday's Introduction To Section 8: http://www.SDIRadio.com/219 ~ YouTube Page: https://youtu.be/LID1UBUHq_Q ~ HUD Section 8 Info: http://portal.hud.gov/hudportal/HUD?s... ~ HUD Housing Project Info: http://portal.hud.gov/hudportal/HUD?s... Join the free SDI Private Update List by texting SDIRADIO to 33444 Invest Wisely Today, Live Well Forever! Please check out Self Directed Investor Society here: http://www.SDISociety.org http://www.Facebook.com/SDISociety http://www.Twitter.com/SDISociety http://www.Instagram.com/SDISociety http://SDISociety.Tumblr.com Be sure to

Want to cause a heated discussion among landlords? Just say the words “Section 8” and watch the fireworks explode! Today, I’ll tell you what Section 8 is, how it works… and why there’s not a single answer to “is it a good idea”. I’m Bryan Ellis. This is episode #219. Here's what you'll learn in this episode: ~ Where did the Section 8 program come from? ~ Why Section 8 housing is TOTALLY *UN*-LIKE government housing projects ~ How the process works for landlords who use Section 8 Resources: ~ Show Notes: http://www.SDIRadio.com/219 ~ YouTube Page: https://youtu.be/LID1UBUHq_Q ~ HUD Section 8 Info: http://portal.hud.gov/hudportal/HUD?s... ~ HUD Housing Project Info: http://portal.hud.gov/hudportal/HUD?s... Join the free SDI Private Update List by texting SDIRADIO to 33444 Invest Wisely Today, Live Well Forever! Please check out Self Directed Investor Society here: http://www.SDISociety.org http://www.Facebook.com/SDISociety http://www.Twitter.com/SDISociety http://www.Instagram.com/SDISociety http:

THIS CITY is more famous for poverty and civil rights-era protests than for its real estate, and frankly, some of you more “snooty” investors – you know who you are hehehe – will turn up your nose at this market. But you’ll be leaving money on the table, because much SMARTER MONEY has seen the cash flow opportunity here, and is SERIOUSLY jumping into it. I’m Bryan Ellis. I’ll tell you all about it right now in Episode 218. What You Will Learn: ~ 7 really strong motivators I’ve identified in favor of investing in real estate in Birmingham ~ Why the yields from Birmingham properties are reliable, high, and long term ~ How having Section 8 tenants can be beneficial to you There’s a LOT MORE in the video, please check it out at: https://www.youtube.com/watch?v=tCLi0zPSpI4 http://www.SDIRadio.com/218 Join the free SDI Private Update List by texting SDIRADIO to 33444 If you missed the last episode of Self Directed Investor Radio, check it out here: http://www.SDIRadio.com/217 Invest Wisely Today, Live Well Forever!

What You Will Learn: ~ What is the hottest market in the WORLD? ~ Why has it been BOOMING for the past 15 years? ~ Why is that market crashing right now... very quickly? Links & Resources: - http://www.zerohedge.com/news/2016-08-03/deals-are-collapsing-vancouvers-housing-bubble-has-just-burst - http://www.chpc.biz/vancouver-housing.html - http://www.cbc.ca/news/canada/british-columbia/new-figures-show-massive-growth-in-metro-vancouver-real-estate-prices-1.3524888 - http://www.bloomberg.com/features/2016-vancouver-real-estate-market/ There’s a LOT MORE in the video, please check it above or at: https://youtu.be/0eiJl69-pAg http://www.SDIRadio.com/217 Join the free SDI Private Update List by texting SDIRADIO to 33444 If you missed the last episode of Self Directed Investor Radio, check it out here: http://www.SDIRadio.com/216 Invest Wisely Today, Live Well Forever! Please check out Self Directed Investor Society here: http://www.SDISociety.org http://www.Facebook.com/SDISociety http://www.Twitter.com/SDIS

Happy FRIDAY, SDI Nation! Hey, even if you have a self-directed IRA or 401k, you might still want to invest in stocks, which is totally kosher. But here’s the question: Can you trade stocks on MARGIN in your self-directed account? I’m Bryan Ellis. I’ll tell you the answer RIGHT NOW in Episode #216. What You Will Learn: ~What does it mean to "trade on margin"? ~Can your self-directed IRA use a margin trading account? ~What happens to an IRA that uses a margin account? There's a LOT MORE in the video, please check it above or at: https://youtu.be/l-O_xs-EWl8 http://www.SDIRadio.com/216 Join the free SDI Private Update List by texting SDIRADIO to 33444 If you missed the last episode of Self Directed Investor Radio, check it out here: http://www.SDIRadio.com/215 Invest Wisely Today, Live Well Forever! Please check out Self Directed Investor Society here: http://www.SDISociety.org http://www.Facebook.com/SDISociety http://www.Twitter.com/SDISociety http://www.Instagram.com/SDISociety http://SDISociety.Tumblr.com B

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Why do self-directed IRA’s exist? The tale is replete with scandal, theft, dishonest labor unions, and the annihilated retirement savings of the employees of a once-great American company. Strap on your seat belts my friends… this is going to get a little bumpy. I’m Bryan Ellis. This is Episode #213. What You Will Learn: ~Why IRA's were created to begin with ~How the auto industry & destructive labor unions helped lead to the creation of IRA's ~Distinction among IRA's, "self-directed" IRA's and TRULY Self-Directed IRA's Links and Resources Mentioned: *Wall Street Journal Article about Pension Failures My friends, have a great weekend, and remember: Invest Wisely Today, Live Well Forever! Please check out Self Directed Investor Society here: http://www.SDISociety.org http://www.Facebook.com/SDISociety http://www.Twitter.com/SDISociety http://www.Instagram.com/SDISociety http://SDISociety.Tumblr.com Be sure to SUBSCRIBE to our channel for more news and training for affluent self-directed investors! This vid

From the beaches, to the bikinis, to the nightlife… and yes – the real estate market – this Oceanside paradise is the essence of the word HOT!  Everything about it screams YES! to many eager real estate investors.  But to the discerning eye, it appears a storm may be brewing below the surface, and you need to know about it.  I’m Bryan Ellis.  This is Episode #212. My friends, it’s Monday, and that means it’s time for MARKET MONDAY, a new and weekly feature here on SDI Radio where we take a real estate market, consider what’s being reported about it, what the data is REALLY saying, and give you a basis to consider action… or avoidance! And with today’s Monday Market Analysis is my business partner – and also, much to my delight, my wife – Carole Ellis, host of the Real Estate Investing today podcast, a contributor to the Huffington Post and editor of the 700,000-subscriber-strong Bryan Ellis Investing Letter. Carole, what do you have for us today? Bryan, you said it right.  Today’s market, Miami, Florida – the

If you want to invest in real estate through your retirement account, isn’t the easiest way to do that to buy into a publicly-traded REIT – a real estate investment trust – rather than buying physical real estate?  This question comes from Mark, an ophthalmologist in Atlanta, Georgia.  Mark – and SDI Nation – you’ll get the answer to that question RIGHT NOW.  I’m Bryan Ellis.  This is Episode #211.  ------ Hello SDI Nation!  Welcome to the podcast of record for Savvy Self-Directed Investors like you,  where each day, we guide you to FIND, UNDERSTAND and PROFIT from exceptional investment opportunities!  Hey folks – be sure to stop by SDIRadio.com/211 – that’s the page for today’s Episode #211, where you’ll find all of the links and resources I mention on today’s show.  Or just text the word SDIRADIO to 33444 and we’ll send you all the info you need. It’s a beautiful day in America, my friends!  The real estate portfolio of the Ellis Household expands by 3 more properties today, each of which is a single-famil

Real estate-secured notes are an exceptional asset class that offers the simplicity, safety and strength that wise investors seek.  And without a doubt, one of the best sources for getting the best note deals is from other individual investors.  But who, exactly… and how?  I’m glad you asked!  Today I share with you 3 key sources for acquiring privately held real estate notes.  I’m Bryan Ellis.  This is episode #210.  ---- Hello SDI Nation, welcome to the podcast of record for savvy self-directed investors like you, where each day we help you to FIND, UNDERSTAND and PROFIT from exceptional investments.  Be sure to check out the show notes for today’s episode #210 by visiting SDIRadio.com/210. One such resource you might enjoy is an article I recently wrote for TheStreet.com which addresses the weakness in the luxury end of one of the biggest real estate markets in the world:  New York City.  For those of you who are inclined towards focusing your investment capital on major money centers like New York City, y

We return from the detour caused by the BREXIT to focus on my FAVORITE asset class: Real Estate Notes!  Here’s the big question: Where do you find them? Join me in Episode 209 to find out what kind of note is right for you. If you missed any of the last three episodes leading up to today’s show, I respectfully recommend that you go back and take them in before continuing today. Everything you’ll hear today builds on that information, particularly episode numbers 206 and 207. What You Will Learn: What a real estate note is Where to find real estate notes How to get on the “inside” of the real estate notes game Where and how to get real estate notes The differences between note brokers and individual investors Links and Resources Mentioned: Episode 206: a TERRIBLE LAWSUIT that should terrify Rental Property Owners Episode 207: Bryan’s Favorite Asset Class Episode 208: Brexit: Does it Really Matter to You? My friends… it’s so good to be with you again and always remember this: Invest wisely today, and live w

What is Brexit?  How will it affect your portfolio?  And is it important enough to justify my delaying by one day the info I promised you about note investing?  I’m Bryan Ellis.  I’ve got all the answers for you RIGHT NOW in Episode #208.   Hey folks be sure to check out today’s show notes page at SDIRadio.com/208 or if you’re not in front of a computer, just text the word SDIRADIO with no spaces or periods to 33444 to get access to the resources from today’s show #208. In the last episode, we talked about my favorite asset class… real estate notes.  If you didn’t hear that one, you should definitely check it out right now.  At the end, I promised to tell you where to find some of these great assets. Well, my friends, I have not forgotten about that, but there’s been some very important economic news that’s relevant to you… and to your future decision making as a self-directed investor. Friday last week, the world was shocked by news of the “Brexit”… that’s the pop-culturish term used to describe the decision

What's a great way to diversify your real estate portfolio so you STILL get great cash flow… but without the headaches or legal risk of having a constant stream of tenants? This may be my favorite type of asset of all, my friends, and I'm going to tell you about it right now. I'm Bryan Ellis. This is Episode #207! Hello, SDI Nation! Welcome to the podcast of record for savvy self-directed investors like you, where we help you to find, understand and profit from exceptional investment opportunities! Check my first article for TheStreet.com, a major news website that focuses on stock market investing. It seems they wanted to get some perspective about the real estate world, and they feel that your's truly will bring them a big audience. I'm betting they're correct. Hehehe. So, the last couple of days have been a bit downcast, I'll admit. The ugly lawsuit going on in Virginia against that landlord who made the unthinkable mistake of demanding background checks… and yesterday's discussion of the harsh reality of