Today on the podcast we are talking about Self Directed IRAs and the CARL Self Directed IRA that is now live on the CARL app. Joining us is John Bowens from Equity Trust, our partner in this offering. We talk about self-directed IRAs and the benefit of alternative investments like the hedge funds available with CARL.
Episode Highlights:
0:00 - About the guest, John Bowens
2:01 - About Equity Trust
4:37 - What is a Self Directed IRA?
9:11 - Three reasons people want Self Directed IRAs
14:09 - What the set-up process is like with CARL and Equity Trust and what all you get access to
24:29 - Digitization, the changing investments landscape, and how it applies to Equity Trust accounts
29:30 - How to get started with CARL Self Directed IRA
About the Guest
John Bowens
John has been a self-directed IRA investor for over 15 years and has extensive knowledge of the self-directed IRA/401(k) process. Personally mentored by Equity Trust founder Dick Desich, John has crafted a compelling educational curriculum that delves deep into the technical aspects of investing within a self-directed IRA. John incorporates real-world case studies, current-market-focused applications and excites, energizes, and engages audiences. His specialty is assisting individual investors purchase real estate and various other alternative assets with a self-directed IRA, 401k or other retirement account.
Links & Resources
Download the CARL App for iOS https://apps.apple.com/us/app/carl-app/id1518314520
Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl
Learn more about CARL’s Denali Strategy https://investwithcarl.com/investment-strategies/denali
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Alternative investments for the digital age!
Sophisticated investment strategies aren’t just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors.
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