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The Alternative Investing Advantage

The Alternative Investing Advantage

By Advanta IRA

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 66: Investing in Cryptocurrency Markets with Pareto Technologies

The Alternative Investing AdvantageMay 03, 2023

00:00
56:45
Episode 107: How to Invest in the Stock Market with Anmol Singh

Episode 107: How to Invest in the Stock Market with Anmol Singh

In this episode of the AIA podcast, host Alex Perny welcomes Anmol Singh, Founder of Live Traders, for a discussion on how to start investing in the stock 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 ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about our guest, Anmol Singh: https://www.linkedin.com/in/anmolsc/ Learn more about Live Traders: https://www.livetraders.com/ Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by Advanta IRA.

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.

#stockmarket #investing #trading #investingtips

Mar 27, 202448:28
Episode 106: Part 2—The Basics of Franchising with Kim Daly

Episode 106: Part 2—The Basics of Franchising with Kim Daly

In this episode of the AIA podcast, host Alex Perny welcomes franchise business expert Kim Daly for a two-part episode discussion on the basics of franchising. Part two focuses on the "mindset" aspect when investing in 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 ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by Advanta IRA.

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.

Mar 20, 202446:41
Episode 105: A Beginners Guide to Investing in Precious Metals with Sami Chalfouh

Episode 105: A Beginners Guide to Investing in Precious Metals with Sami Chalfouh

In this episode of the AIA podcast, host Alex Perny welcomes Sami Chalfouh of Great American Bullion for a discussion on how to invest in precious metals.

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@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Great American Bullion: https://greatamericanbullion.com/?ref=Advanta

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by Advanta IRA.

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.

Mar 13, 202444:18
Episode 104: Part 1—The Basics of Franchising with Kim Daly

Episode 104: Part 1—The Basics of Franchising with Kim Daly

In this episode of the AIA podcast, host Alex Perny welcomes franchise business expert Kim Daly for a two part episode discussion on the basics of franchising.

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@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by Advanta IRA.

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.

Mar 06, 202449:18
Episode 103: Exploring Infrastructure Investments with Jeremy Goff

Episode 103: Exploring Infrastructure Investments with Jeremy Goff

In this episode of the AIA podcast, host Alex Perny welcomes Jeremy Goff, Managing Partner and Co-Founder of Hiram Capital, for a discussion on investing in railroads.

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@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by Advanta IRA.

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.

Feb 28, 202438:25
Episode 102: The Basic Principles of Financial Planning with Curtis May

Episode 102: The Basic Principles of Financial Planning with Curtis May

In this episode of the AIA podcast, host Alex Perny welcomes Curtis May, President of Practical Wealth Solutions and host of The Practical Wealth Show Podcast, for a discussion on the basic principles of financial 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 have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by Advanta IRA.

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.

Feb 21, 202448:00
Episode 101: Making Sense of Alternative Investments with Christopher Zook

Episode 101: Making Sense of Alternative Investments with Christopher Zook

In this episode of the AIA podcast, host Alex Perny welcomes expert investor Christopher Zook, Founder and CIO of CAZ Investments, for a discussion on alternative 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@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Learn more about our guest Christopher Zook:

https://www.linkedin.com/in/christopher-zook-32579319

The Alternative Investing Advantage is brought to you by Advanta IRA.

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.

Feb 12, 202443:51
Episode 100: A Guide to Raw Land Investing with Brent Bowers

Episode 100: A Guide to Raw Land Investing with Brent Bowers

In this episode of the AIA podcast, host Alex Perny welcomes Brent Bowers, Founder of The Land Sharks, for a discussion on investing in vacant raw land.

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@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by Advanta IRA.

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.

Jan 31, 202445:59
Episode 99: A Look into the Evolving Landscape of Traditional Finance with Tony Saliba

Episode 99: A Look into the Evolving Landscape of Traditional Finance with Tony Saliba

In this episode of the AIA podcast, host Alex Perny welcomes Tony Saliba, CEO of Liquid Mercury, for a discussion on understanding the fast-changing landscape of traditional finance with the adoption of cryptocurrency and blockchain technology.

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@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by Advanta IRA.

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.

Jan 24, 202449:44
Episode 98: Basic Accounting Principles & Strategies with Roger Knecht

Episode 98: Basic Accounting Principles & Strategies with Roger Knecht

In this episode of the AIA podcast, host Alex Perny welcomes Roger Knecht, President and CEO of Universal Accounting Center, for a discussion on basic accounting principles and guidelines.

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@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by Advanta IRA.

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.

Jan 17, 202448:15
Episode 97: Investing in Industrial Real Estate with Joel Friedland

Episode 97: Investing in Industrial Real Estate with Joel Friedland

In this episode of the AIA podcast, host Alex Perny welcomes Joel Friedland, Principal of Brit Properties, to discuss how to invest in industrial real estate with little to no debt.

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@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by Advanta IRA.

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.

Jan 10, 202447:42
Episode 96: Trading in Securities Markets with Chris Vermeulen

Episode 96: Trading in Securities Markets with Chris Vermeulen

In this episode of the AIA podcast, host Alex Perny welcomes Chris Vermeulen, Founder and Chief Market Strategist of Technical Traders, to discuss trading in securities markets.

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@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by

Advanta IRA.

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.

Jan 03, 202448:05
Episode 95: Exploring Real Estate Investing Marketplaces with Brian King

Episode 95: Exploring Real Estate Investing Marketplaces with Brian King

In this episode of the AIA podcast, host Alex Perny welcomes Brian King, CEO of LODAS Markets, to discuss real estate investing marketplaces.

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@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by

Advanta IRA.

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.

Dec 20, 202349:24
Episode 94: A Dive into Financial Literacy with Vince Shorb

Episode 94: A Dive into Financial Literacy with Vince Shorb

In this episode of the AIA podcast, host Alex Perny welcomes Vince Shorb, CEO of the National Financial Educators Council, for a thorough discussion on financial literacy. Shorb's mission is to create a world where individuals are informed and able to make qualified financial decisions that improve their lives.

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@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by

Advanta IRA.

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.

Dec 13, 202349:19
Episode 93: A Guide to Financial Planning for Business Owners with Grant Bledsoe

Episode 93: A Guide to Financial Planning for Business Owners with Grant Bledsoe

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Grant Bledsoe, Founder and Senior Financial Planner of Three Oaks Wealth. Together, they dive into a variety of financial planning options and strategies business owners can use.

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@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by

Advanta IRA.

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.

Dec 06, 202351:15
Episode 92: Fractionalized Real Estate Investing with Brian Dally

Episode 92: Fractionalized Real Estate Investing with Brian Dally

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Brian Dally, Co-Founder and CEO of Groundfloor. Together, they cover fractionalized real estate investing strategies.

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@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by

Advanta IRA.

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.

Nov 29, 202350:03
Episode 91: Real Estate Debt Investing Strategy with Heather Dreves

Episode 91: Real Estate Debt Investing Strategy with Heather Dreves

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Heather Dreves, the Director of Investor Relations and Fund Manager of Secured Investment Corporation. Together, they discuss the basics of investing in real estate debt.

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@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by Advanta IRA.

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.

Nov 22, 202349:23
Episode 90: Litigation Finance 101 with Sean Campbell

Episode 90: Litigation Finance 101 with Sean Campbell

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Sean Campbell, Managing Director and Head of Distribution of Valiant Litigation Finance. Together, they discuss litigation financing.

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@AdvantaIRA.com⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by Advanta IRA.

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.

Nov 15, 202346:51
Episode 89: Exploring Precious Metal IRAs with Kevin DeMeritt

Episode 89: Exploring Precious Metal IRAs with Kevin DeMeritt

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Kevin DeMeritt, founder and operator of one of the largest precious metals firms in the United States, Lear Capital. Together, they dive into the world of precious metal IRAs.

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@AdvantaIRA.com⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by Advanta IRA.

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.

Nov 08, 202344:29
Episode 88: Effective Strategies for Business Owners with Patrick Esposito

Episode 88: Effective Strategies for Business Owners with Patrick Esposito

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Patrick Esposito, founder of Initiative Labs and co-founder of ACME General Corporation. Together, they discuss effective strategies business owners can use with their small to medium-sized companies.

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@AdvantaIRA.com⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by Advanta IRA.

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.

Nov 01, 202345:29
Episode 87: A Guide to Financial Planning Options with Tyson Ray

Episode 87: A Guide to Financial Planning Options with Tyson Ray

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Tyson Ray, CEO of FORM Wealth Advisors. Together, they discuss different financial planning options 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@AdvantaIRA.com⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by Advanta IRA.

Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc.  FORM Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not provide tax advice. Form Wealth Advisors is located at 431 Geneva National Ave S, Lake Geneva, WI, 53147 and you can reach the office at 262-686-3005.

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.

Oct 25, 202350:17
Episode 86: Exploring Small Business Marketing Strategies with Mark Newsome

Episode 86: Exploring Small Business Marketing Strategies with Mark Newsome

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes marketing specialist Mark Newsome. Together, they discuss various marketing strategies you can use for your small 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 ⁠⁠Podcast@AdvantaIRA.com⁠⁠.


Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Oct 18, 202348:26
Episode 85: Strategic Financial Planning for Investors with John Ensley

Episode 85: Strategic Financial Planning for Investors with John Ensley

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes John Ensley, President of J-Ensley Financial. Together, they discuss strategic financial planning strategies 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@AdvantaIRA.com⁠.


Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠


The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Oct 11, 202350:17
Episode 84: Financial Empowerment for Women with Melissa Leon

Episode 84: Financial Empowerment for Women with Melissa Leon

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes finance and accounting expert Melissa Leon. During this episode, they discuss the importance of financial empowerment for women.

If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠

Learn more about guest speaker Melissa Leon: ⁠⁠⁠ https://www.linkedin.com/in/melissajleon/

The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Oct 04, 202350:52
Episode 83: Part 2—A Guide to Raising Capital with Randy Smith

Episode 83: Part 2—A Guide to Raising Capital with Randy Smith

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes back Randy Smith, founder of Impact Equity. Together, they continue their discussion on everything you need to know about raising capital for your next real estate syndication investment.

If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/⁠⁠⁠⁠⁠⁠⁠ Learn more about guest speaker Randy Smith: ⁠⁠https://www.impactequity.net/who-we-are⁠


The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Sep 27, 202346:18
Episode 82: Part 1—A Guide to Raising Capital with Randy Smith

Episode 82: Part 1—A Guide to Raising Capital with Randy Smith

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Randy Smith, founder of Impact Equity. Together they discuss everything you need to know about raising capital for your next real estate syndication investment.

If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/⁠⁠⁠⁠⁠⁠ Learn more about guest speaker Randy Smith: ⁠https://www.impactequity.net/who-we-are


The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Sep 20, 202345:42
Episode 81: The Basics of Industrial Real Estate with Brad Shepherd

Episode 81: The Basics of Industrial Real Estate with Brad Shepherd

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Brad Shepherd, Managing Partner of Sugarhouse Investments. Together they discuss the basics of commercial and industrial real estate.

If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: ⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/⁠⁠⁠⁠⁠ Learn more about guest speaker Brad Shepherd: ⁠https://sugarhouseinvestments.com/about/


The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Sep 13, 202347:31
Episode 80: Exploring Real Estate Notes with Lauren Wells

Episode 80: Exploring Real Estate Notes with Lauren Wells

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Lauren Wells, Vice President of Seveney Investments. Together they discuss the ins and outs of mortgage notes. If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.

Subscribe to our YouTube channel and join our growing community for new videos every week. Learn more about Advanta IRA: ⁠⁠⁠https://www.AdvantaIRA.com/⁠⁠⁠ Learn more about guest speaker Lauren Wells: https://7einvestments.com/about/


The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Sep 06, 202348:32
Episode 79: Investing Wisely in Agriculture & Farmland with David Chan

Episode 79: Investing Wisely in Agriculture & Farmland with David Chan

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes David Chan, CCO of FarmTogether. Together they discuss investing in agriculture and farmland. If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.

Subscribe to our YouTube channel and join our growing community for new videos every week. Learn more about Advanta IRA: ⁠⁠https://www.AdvantaIRA.com/⁠⁠ Learn more about guest speaker David Chan: https://farmtogether.com/about

The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Aug 30, 202347:06
Episode 78: A Guide to Real Estate Syndications with Timothy Lyons

Episode 78: A Guide to Real Estate Syndications with Timothy Lyons

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Timothy Lyons, co-founder and Managing Partner of Cityside Capital. Together they dive into the world of real estate syndications. If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com. Subscribe to our YouTube channel and join our growing community for new videos every week. Learn more about Advanta IRA: ⁠⁠https://www.AdvantaIRA.com/⁠⁠ Learn more about guest speaker Timothy Lyons: https://citysidecap.com/about/

The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Aug 23, 202348:39
Episode 77: Rare Opportunities—Investing in Strategic Metals with Louis O’Connor

Episode 77: Rare Opportunities—Investing in Strategic Metals with Louis O’Connor

Did you know you can invest in rare Earth elements and technology metals?
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Louis O'Connor, CEO of Strategic Metals Invest. Together they discuss why and how to invest in strategic metals. If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com. Subscribe to our YouTube channel and join our growing community for new videos every week. Learn more about Advanta IRA:
⁠https://www.AdvantaIRA.com/⁠ Learn more about guest speaker Louis O'Connor: https://strategicmetalsinvest.com/

The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Aug 16, 202345:58
Episode 76: Fully Detailed—Investing in Car Washes with Dave Zook

Episode 76: Fully Detailed—Investing in Car Washes with Dave Zook

Owning a car wash can be a lucrative investment opportunity. In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Dave Zook, founder of The Real Asset Investor. Together they discuss the booming car wash industry. If you’re interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com. Subscribe to our YouTube channel and join our growing community for new videos every week. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ Learn more about guest speaker Dave Zook: https://therealassetinvestor.com/our-team/

The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Aug 02, 202343:56
Episode 75: Unboxing the Basics of Single Family Investment Lending with Doug Smith

Episode 75: Unboxing the Basics of Single Family Investment Lending with Doug Smith

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Doug Smith of Castle Rock Capital Funding. Together they discuss getting started with lending on single family homes. If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com.

Learn more about Advanta IRA: ⁠https://www.AdvantaIRA.com/⁠

Learn more about guest Doug Smith:

https://mortgagesbycastlerock.com/


The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Jul 26, 202347:14
Episode 74: Franchise Investing through Crowdfunding with Kenny Rose

Episode 74: Franchise Investing through Crowdfunding with Kenny Rose

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Kenny Rose of FranShares. Together they discuss getting past the typical barriers to entry of traditional franchise investments using crowdfunding.

If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com.

Learn more about Advanta IRA: https://www.AdvantaIRA.com/

The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Jul 19, 202343:06
Episode 73: Diving into Pooled Investment Funds with Matt Burk

Episode 73: Diving into Pooled Investment Funds with Matt Burk

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Matt Burk CEO of Fairway America. Together they dive into the world of establishing pooled investment funds.

These structures offer investment managers the flexibility to invest with greater discretion and across more deals that just syndicating one deal at a time.

If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com.


Learn more about Advanta IRA:

Website: https://www.AdvantaIRA.com/

LinkedIn: https://www.linkedin.com/company/Adva...

Twitter: https://twitter.com/AdvantaIRA 

Facebook: https://www.facebook.com/AdvantaIRA/


Learn more about guest Matt Burk at: https://fairwayamerica.com/


The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Jul 12, 202343:10
Episode 72: Achieving the American Dream in the Big City with David Dippong

Episode 72: Achieving the American Dream in the Big City with David Dippong

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes David Dippong of David Dippong Real Estate. Together they cover how to achieve homeownership, specifically for middle and lower-American wage earners in big cities.


If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com.


Learn more about Advanta IRA:

Website: https://www.AdvantaIRA.com/

LinkedIn: https://www.linkedin.com/company/Adva...

Twitter: https://twitter.com/AdvantaIRA 

Facebook: https://www.facebook.com/AdvantaIRA/


Learn more about guest David Dippong at: https://dippongrealestate.com/


The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Jul 05, 202339:25
Episode 71: Understanding Investment Tax Issues with Chase Insogna

Episode 71: Understanding Investment Tax Issues with Chase Insogna

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Chase Insogna of Insogna CPA. Together they discuss tax issues related to easement investing and other investor related tax issues.


If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com.


Learn more about Advanta IRA:

Website: https://www.AdvantaIRA.com/

LinkedIn: https://www.linkedin.com/company/Adva...

Twitter: https://twitter.com/AdvantaIRA 

Facebook: https://www.facebook.com/AdvantaIRA/


The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Jun 28, 202342:57
Episode 70: Private Equity Investing with an IRA

Episode 70: Private Equity Investing with an IRA

In this episode of the AIA podcast, host Alex Perny of Advanta IRA dives deep into private equity investing and the different routes investors can take with varying investment structures.

If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/

The Alternative Investing Advantage is brought to you by Advanta IRA.


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.

Jun 21, 202338:38
Episode 69: Alternative Taxes for Alternative Investors

Episode 69: Alternative Taxes for Alternative Investors

In this episode of the AIA podcast, host Alex Perny of Advanta discusses taxes that are often misunderstood and overlooked by alternative investors who invest with their retirement plans. If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/ 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.

The Alternative Investing Advantage is brought to you by Advanta IRA.

Jun 07, 202333:38
Episode 68: A Deep Dive Into the Housing Market with Charles Carillo

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 multifamily and commercial sectors.

Alex shares the market recap for 5/22/2023, and explains what deficit spending is.

If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/


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.

May 24, 202350:16
Episode 67: From Software to Solid Investments - Understanding the Changing Private VC Market with Robert Cote

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.

If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/

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.

May 10, 202301:12:40
Episode 66: Investing in Cryptocurrency Markets with Pareto Technologies

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.

If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/

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.

May 03, 202356:45
Episode 65: How to Invest in a Franchise with Marty Greenbaum

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.

If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/

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.

Apr 20, 202301:05:05
Episode 64: What to Expect During an IRS Tax Audit with Neil Paulson

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.

If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/

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.

Apr 05, 202353:41
Episode 63: The Benefits of Real Estate Cash Purchases & Partnerships with Brad Hovis

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.

If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/

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.

Mar 29, 202301:07:18
Episode 62: Part 2 - The Benefits of Bridge Debt Investing with Brock Freeman of Kirkland Capital

Episode 62: Part 2 - The Benefits of Bridge Debt Investing with Brock Freeman of Kirkland Capital

Alex Perny of Advanta IRA welcomes Brock Freeman of Kirkland Capital for part 2 of a 2-part discussion about using bridge loans to invest in commercial real estate and limited partnerships. Part 2 features a deep dive on bridge debt.


Alex shares a market recap for 3/13/2023 and explains what a shelf offering is.

If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/ 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.

Mar 15, 202301:01:07
Episode 61: Part 1 - Performing Due Diligence with Bridge Debt Investing with Chris Carsley of Kirkland Capital

Episode 61: Part 1 - Performing Due Diligence with Bridge Debt Investing with Chris Carsley of Kirkland Capital

Alex Perny of Advanta IRA welcomes Chris Carsley of Kirkland Capital for a 2-part discussion surrounding using bridge loans with investing in commercial real estate and limited partnerships. Part 1 features a deep dive on performing due diligence with these types of investments. 


Alex shares a market recap for 3/6/2023 and explains what Environmental, Social, and Governance (ESG) investing is.

If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/

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.

Mar 08, 202301:21:30
Episode 60: Understanding potential tax issues surrounding cryptocurrency investing with Micah Fraim

Episode 60: Understanding potential tax issues surrounding cryptocurrency investing with Micah Fraim

Alex Perny of Advanta IRA welcomes Micah Fraim of Fraim, Cawley & Company, a CPA firm specializing in cryptocurrency investing tax issues. They discuss the current state of crypto investing, new legislation regarding crypto, and the benefits of using your retirement funds to invest.


Alex shares a market recap for 2/27/2023 and explains what Section 230 protection is.

If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/ 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.

Mar 01, 202301:04:15
Episode 59: Using Alternative Marketing Strategies to Drive Real Estate Sales with Jerome Lewis

Episode 59: Using Alternative Marketing Strategies to Drive Real Estate Sales with Jerome Lewis

Alex Perny of Advanta IRA welcomes real estate investor and marketer Jerome Lewis. Jerome shares some of his innovative strategies for driving interest and sales of his residential and commercial properties. 


Alex shares a market recap for 2/6/2023 and explains what a liquid CD selling is.

If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/

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.

Feb 08, 202356:32
Episode 58: Turning Underperforming Notes into Profitable Investments with Martin Saenz

Episode 58: Turning Underperforming Notes into Profitable Investments with Martin Saenz

Alex Perny of Advanta IRA welcomes Martin Saenz of Bequest Funds for a discussion centered around investing in underperforming notes and how to make them a profitable investment.


Alex shares a market recap for 1/30/2023 and explains what naked short selling is. 

If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com. Learn more about Advanta IRA: Website: https://www.AdvantaIRA.com/ LinkedIn: https://www.linkedin.com/company/Adva... Twitter: https://twitter.com/AdvantaIRA Facebook: https://www.facebook.com/AdvantaIRA/

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.

Feb 01, 202357:36