In this episode, the Huddle Guys kick us off with sports shout outs that span the MLB, NBA, and NFL. They then welcome Rob Santos. Rob is currently the CEO of Arrowroot Family Office and Arrowroot Partners, after spending many years with Wall Street investment firms. Rob is an expert in a variety of investment tools, including Self-Directed Individual Retirement Accounts (IRAs). By definition, Self-Directed IRAs are a type of Individual Retirement Account that can hold a variety of alternative investments not allowed by regular IRAs, like real estate, limited partnerships, revenue and royalty streams.
Listen as the Huddle Guys and Rob discuss the benefits of Self-Directed IRAs and some things to watch out for as these investment tools come under greater scrutiny. This is a topic that you will want to have professional help and guidance to navigate. You can always contact the Huddle Guys for additional support and services.
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It’s time to huddle up!