Shows
The Alternative Investing AdvantageEpisode 197: How to Structure a Business for a Profitable Exit and Long-Term WealthWhat is the best way to build a business that creates long-term wealth and a successful exit?In this episode of the Alternative Investing Advantage Podcast, Alex Perny sits down with David Flores Wilson, Managing Partner at Sincerus Advisory, to break down how entrepreneurs and small business owners can design their companies for scalability, valuation growth, and eventual exit—while avoiding the most common mistakes that destroy value.David explains how exit planning should start from day one, why understanding business valuation is critical, and how owners can reduce dependency on themselves by building systems, processes, and management teams. Th...
2026-01-2855 minThe Alternative Investing AdvantageEpisode 194: Be the Bank: How Performing Notes Create Cash Flow Without TenantsIn this episode of The Alternative Investing Advantage, host Alex Perny welcomes back note investing expert Eddie Speed to explain why seller financing and performing notes are creating some of the strongest opportunities in real estate today. With rental cap rates shrinking and landlords feeling the pressure, Eddie breaks down how investors can “be the bank” by converting rentals into notes that generate higher, more predictable cash flow.The conversation dives into where quality seller-financed notes come from, why most non-performing notes are currently overpriced, and how investors can profit even without large amounts of capital. Eddie also explains part...
2026-01-0642 minThe Alternative Investing AdvantageEpisode 193: The Real Estate Behind AI: Data Center Land Deals ExplainedData centers sit at the crossroads of real estate, energy, and technology—and they’re exploding in demand thanks to AI and our always-online lives. In this episode of The Alternative Investing Advantage, host Alex Perny talks with Mike Embry of Embry Companies about how investors and developers can capitalize on the data center boom in the Southeast.Mike explains how power, fiber, water, sewer, and politics all shape where data centers get built, what it costs to entitle land, and why a single site can generate 3x the profit of a residential project. They also dive into gray-water cool...
2025-12-1650 minThe Alternative Investing AdvantageEpisode 192: Why Bitcoin Mining Is Still a Massive Opportunity for InvestorsIn this episode of The Alternative Investing Advantage,host Alex Perny sits down with Josh Moore, founder and CEO of the NFN8 Group, to break down how everyday investors can participate in the explosive world of Bitcoin mining—without needing to build rigs in their garage. Josh shares his journey from the early days of self-directed IRAs toscaling large-format mining operations, and explains why mining is one of the most compelling cash-flow plays in the digital asset space today.They also explore ASIC technology, data centers, electricityeconomics, sale-leaseback investor structures, and why Bitcoin mining has matured from a...
2025-12-0948 minThe Alternative Investing AdvantageEpisode 191: Cliff Nonnenmacher on The Truth About Franchise Ownership: Costs, Risks, & Hidden MistakesFranchising isn’t just fast food anymore — and it’s not justfor multimillionaires. In this episode of The Alternative Investing Advantage, Alex Perny sits down with Cliff Nonnenmacher, co-founder of Fronosity, to break down what franchising really costs, how to evaluate opportunities, and why the right franchise can be a faster, safer path to entrepreneurship than starting from scratch.Cliff shares his journey from childhood hustles to owningfranchises, scaling service businesses, and helping investors navigate over 600 franchise brands. They unpack startup costs, the differences between brick-and-mortar vs. service franchises, how to validate earnings, and why fear — not money —...
2025-12-021h 03The Alternative Investing AdvantageEpisode 190: Due Diligence in Private Equity & Real Estate with Matt ShechtmanIn this episode, Alex Perny sits down with Matt Shechtman, CEO of Long Angle Management, to break down what real due diligence actually looks like in today’s private markets. They explore key-person risk, incentive structures, fund transparency, track records, red flags, and why investors must ask uncomfortable questions before wiring a dollar. Whether you’re investing in real estate, private equity, venture, oralternative strategies, this episode teaches you how to evaluate managers, avoid hidden risks, and make smarter decisions.00:00 The Importance of Due Diligence in Private Markets03:00 Understanding Key Person Risk05:57 Conflict Reso...
2025-11-2557 minThe Alternative Investing AdvantageEpisode 189: From HR to Real Estate Mogul: Chad Ackerman’s Journey to FreedomHow do you transition from a full-time job to financialfreedom through real estate? In this episode of The Alternative Investing Advantage, host Alex Perny talks with Chad Ackerman, founder of CARE (Chad Ackerman Real Estate), about how busy professionals can use passive investing in syndications to build long-term wealth.Chad shares his own journey from 25 years in corporate HR tomanaging millions in real estate investments and coaching others to do the same. He explains how to overcome analysis paralysis, vet operators effectively, avoid red flags, and create sustainable passive income — all while staying in your W-2 job. Wh...
2025-11-1857 minThe Alternative Investing AdvantageEpisode 188: Data, Ethics, and the Future of AI in Finance with Daniel NikicArtificial intelligence is transforming every corner of theinvestment world — but what does that really mean for data, strategy, and decision-making? In this episode of The Alternative Investing Advantage, host Alex Perny welcomes Daniel Nikic, founder of Coras Research, to discuss how AI and machine learning are reshaping financial markets, venture capital, and risk analysis.From cleaning data sets to building machine learning models,Daniel shares his experience evaluating thousands of AI companies and explains what separates real innovation from hype. Tune in to learn how AI impacts investing, cybersecurity, and emerging industries, and what in...
2025-11-1255 minThe Alternative Investing AdvantageEpisode 186: Why Location and Brand Stability Make or Break Retail Deals with Andrew ZifferRetail real estate is often overlooked—but it may be one of the most stable and predictable asset classes available. In this episode of The Alternative Investing Advantage, host Alex Perny sits down with Andrew Ziffer, Partner at Greenleaf Capital, to discuss how investors can unlock long-term returns through retail investing. From fast food franchises to strip centers and triple-net leases, Andrew explains why “unsexy” assets can deliver the most reliable cash flow. Learn how foot traffic data, tenant quality, and lease structures shape performance—and why retail may be far from dead.00:00 Introduction to Retail Investing02...
2025-10-2856 minThe Alternative Investing AdvantageEpisode 185: Debt, Equity, and Development: A Masterclass in Real Estate Investing with Ian ColvilleIn this episode of The Alternative Investing Advantage, host Alex Perny welcomes Ian Colville, CEO of Carpathian Capital Management, for a deep dive into the complex world of real estate investing. From understanding the balance between debt and equity to the importance of joint ventures, developer relationships, and market cycles, Colville shares expert insights into navigating today’s challenging real estate landscape. Discover what’s driving housing shortages, affordability issues, and development trends across the U.S.00:00 Introduction to Real Estate Investing01:01 Ian Colville's Background and Experience03:27 Understanding Debt vs. Equity in Real Esta...
2025-10-2152 minThe Alternative Investing AdvantageEpisode 184: The Future of Tokenization in Real Estate with Tyler VinsonIn this episode of the Alternative Investing Advantage podcast, host Alex Perny speaks with Tyler Vinson, CEO and founder of RE Tokens, about how blockchain and digital assets are revolutionizing real estate investing. Learn how tokenization makes real estate more liquid, accessible, and transparent. Discover the compliance, taxation, and operational benefits of tokenized ownership—and what the future holds for investors.00:00 Introduction to Digital Assets and Real Estate01:41 Tyler Vinson's Background and Experience04:08 Challenges of Liquidity in Real Estate06:29 Understanding Tokenization in Real Estate10:39 Liquidity and Secondary Market Opportunities...
2025-10-1459 minThe Alternative Investing AdvantageEpisode 183: The Smartest Way to Build Generational Wealth Through Franchising with Joe TaglienteIn this episode of The Alternative Investing Advantage, host Alex Perny talks with Joe Tagliente, managing partner at Tage Capital, about how franchising can be a gateway to real estate wealth.From his start in Burger King to developing hotels and commercial properties, Joe shares real lessons on ownership, risk management, and creative investing. Discover how he turned a $3.2M distressed hotel into a thriving asset — and why land ownership is the true key to long-term success.📈 Learn how to:• Combine franchising and real estate for scalable wealth• Negotiate better deals and manage risk• Iden...
2025-10-0755 minThe Alternative Investing AdvantageEpisode 182: How Jay Conner Raises Millions in Private Money for Real EstateIn this episode of the Alternative InvestingAdvantage podcast, host Alex Perny interviews Jay Conner, the Private Money Authority, who discusses the crucial role of private money in real estate investing. Conner shares his journey from relying on traditional banks for funding to utilizing private lenders. This is where he was able to raise millions in private money for real estate.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...
2025-09-3059 minThe Alternative Investing AdvantageEpisode 181: Tax Sale Investing 101: Auctions, Risks & Real Lessons with Brian SeidenstickerThis week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Brian Seidensticker to discuss the concept of tax sale investing, which includes tax deeds and tax certificates as a way to invest in real estate. Brian, the founder of Tax Sale Resources and Mount North Capital, shares his story of a lucrative deal he made through a tax deed purchased in DeKalb County, Georgia.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest spe...
2025-09-231h 01The Alternative Investing AdvantageEpisode 180: Risk vs. Return: The Truth About Alternative InvestingThis week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Jeff Sarti to discuss the concept of diversification in relation to real and tangible assets. Jeff, the CEO of Morton Wealth, shares his background in various industries before finding his way into wealth management.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, Jeff Sarti: https://www.linkedin.com/in/jeff-sa...
2025-09-1658 minThe Alternative Investing AdvantageEpisode 179: Private Credit: The Hottest Asset Class with Kimberly FlynnThis week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Kimberly Flynn, president of XA Investments, to explore the democratization of alternative assets and the rapid growth of the private credit market.Kimberly shares her journey into private credit, the rise of interval funds, and the potential for private equity in retirement accounts. Learn how alternative assets are reshaping investor opportunities, the challenges of operating interval funds, and why this sector is gaining so much momentum.Subscribe to our YouTube channel and join our growing community for new videos every...
2025-09-0954 minThe Alternative Investing AdvantageEpisode 178: The Hidden Power of Preferred Equity in Real Estate DealsOn this episode of Alternative Investing Advantage, host Alex Perny talks with Christopher Lento, founder of EM Capital, about the role of preferred equity in commercial real estate. Chris shares his journey from aerospace engineering to real estate, why pref relationships matter, how to strengthen investor credibility, and strategies for improving bottom lines through leasing tools and property management analysis.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...
2025-09-0258 minThe Alternative Investing AdvantageEpisode 177: 401(k) & Alternative Asset Executive Order: Special EditionIn this episode of the AIA podcast, host Alex Perny welcomes Scott Maurer of Advanta IRA for a discussion on how the new alternative asset and 401(k) executive order impacts your retirement 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/ https://podcasters.spotify.com/pod/show/advanta-irahttps...
2025-08-2629 min
The Alternative Investing AdvantageEpisode 149: How the New BOI Reporting Requirement Impacts Your Business with Scott MaurerIn this episode of the AIA podcast, host Alex Perny welcomes Scott Maurer of Advanta IRA for a discussion on how the new BOI reporting requirement impacts your 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/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/The Alternative I...
2025-02-1128 min
The Alternative Investing AdvantageEpisode 148: The Benefits of Private Equity Investments with Amir BaluchIn this episode of the AIA podcast, hostAlex PernywelcomesAmir Baluch of Baluch Capital for a discussion on the benefits of private equity 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 our guest, Amir Baluch:https://www.baluchcapital.com/about-us/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/Advant...
2025-02-0452 min
The Alternative Investing AdvantageEpisode 146: Navigating Investment Suitability with John De GoeyIn this episode of the AIA podcast, host Alex Perny welcomes John De Goey for a discussion on investment suitability.
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Learn more about our guest, John De Goey:
https://www.linkedin.com/in/johndegoey/
Learn more about Advanta IRA:
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2025-01-2253 min
The Alternative Investing AdvantageEpisode 140: Understanding Fees & Financial Structures in Investments with Bishoy HabibIn this episode of the AIA podcast, host Alex Perny welcomes Bishoy Habib of Levacy Legal for a discussion on understanding the different fees and financial structures in investments.
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If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
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The Alte...
2024-11-2052 min
The Alternative Investing AdvantageEpisode 138: Introduction to Artificial Intelligence in Real Estate with Gabe BarIn this episode of the AIA podcast, host Alex Perny welcomes Gabe Bar of DealEstate.AI for a discussion on the use of artificial intelligence in the real estate market.
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If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Learn more about our guest, Gabe Bar:
https://www.linkedin.com/in/gabi-bar/
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https://twi...
2024-11-0641 min
The Alternative Investing AdvantageEpisode 135: Transitioning from Buying Properties to Focusing on Lending with Eric Boshart & Steven HamnerIn this episode of the AIA podcast, host Alex Perny welcomes the co-founders of Parellel Lending, Eric Boshart and Steven Hamner, for an in-depth discussion on transitioning from buying real estate to lending.
If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
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The Alternative Investing Adva...
2024-10-1657 minThe Alternative Investing AdvantageEpisode 134: A Look into the Growing RV Industry with Benjamin SpiegelIn this episode of the AIA podcast, host Alex Perny welcomes Benjamin Spiegel of Redwood Capital for a discussion on the growing RV industry. Benjamin covers different financing options, exit strategies, and investment strategies.
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If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA:
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2024-10-0252 minThe Alternative Investing AdvantageEpisode 133: Converting Old Buildings into Self-Storage Facilities with Casper BahlmannIn this episode of the AIA podcast, host Alex Perny welcomes Casper Bahlmann, the CEO of Bahlmann Group, for a discussion on converting existing properties into self-storage facilities.
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If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA:
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2024-09-2547 min
The Alternative Investing AdvantageEpisode 132: The Impact of Blockchain & Digital Assets with Emmanuel DanielIn this episode of the AIA podcast, host Alex Perny welcomes financial expert Emmanuel Daniel for a discussion on the impact of blockchain and digital assets. Emmanuel also touches on the tokenization of deposits and stable coins.
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Learn more ab...
2024-09-1843 minThe Alternative Investing AdvantageEpisode 131: Exploring Bridge Debt & Value-Add Projects with Cory JohnsonIn this episode of the AIA podcast, host Alex Perny welcomes the CEO of Pender Capital, Cory Johnson, for a discussion on bridge debt and value-add projects. Cory also covers the opportunities in the increase of distressed inventory, inefficiencies of the lower middle market, and much more.
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If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
2024-09-1146 min
The Alternative Investing AdvantageEpisode 130: The Changing Landscape of Commercial Real Estate with Deborah SmithIn this episode of the AIA podcast, host Alex Perny welcomes Deborah Smith, CEO of The CenterCap Group, for a discussion on the changing landscape of commercial real estate.
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2024-09-0450 min
The Alternative Investing AdvantageEpisode 129: The Advantages of Private Credit with Don PelgrimIn this episode of the AIA podcast, host Alex Perny welcomes Don Pelgrim, CEO of AIA Securities, for a discussion on the advantages of private credit, evaluation criteria for real estate investments, and more.
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If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
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htt...
2024-08-2856 min
The Alternative Investing AdvantageEpisode 128: Navigating Challenges in the Townhome Market with Josh GreenIn this episode of the AIA podcast, host Alex Perny welcomes Josh Green, founder of Alchemy Design + Development, for a discussion on navigating challenges in the townhome market.
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If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA:
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https://www.lin...
2024-08-2150 min
The Alternative Investing AdvantageEpisode 127: The Impact of Industrial Demand on Silver with Michael ArriesIn this episode of the AIA podcast, host Alex Perny welcomes Michael Arries, a seasoned McAlvany advisor with 13 years in the precious metals industry. Together, they dive into the world of precious metals with a focus on the impact of industrial demand on silver.
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Learn more about our guest, Michael Arries:
https://mcalvany.com/mic...
2024-08-1451 minThe Alternative Investing AdvantageEpisode 111: Best Practices for Multifamily Real Estate Investing with Lane KawaokaIn this episode of the AIA podcast, host Alex Perny welcomes Lane Kawaoka of The Wealth Elevator for a discussion on best practices for multifamily real estate investing.
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.
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2024-04-2440 minThe Alternative Investing AdvantageEpisode 110: How to Create Financial Freedom with Eric & Deven WohlwendIn this episode of the AIA podcast, host Alex Perny welcomes Eric and Deven Wohlwend of the The Real Power Family Radio Show for a discussion on how to start creating financial freedom.
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If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
Learn more about the Real Power Family Radio Show:
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2024-04-1752 minThe Alternative Investing AdvantageEpisode 109: Investing in Assisted Living Facilities with Brett ChotkevysIn this episode of the AIA podcast, host Alex Perny welcomes Brett Chotkevys of Palm University for a discussion on how to invest in assisted living facilities.
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Learn more about our guest, Brett Chotkevys:
https://www.linkedin.com/in/brett-chotkevys-13a217293/
Register for Brett's upcoming free online ALF workshop:
https://palm.university/assistedlivinglocatio...
2024-04-1052 minThe Alternative Investing AdvantageEpisode 108: How to Build a Successful Financial Plan with Lisa CrostaIn this episode of the AIA podcast, host Alex Perny welcomes Lisa Crosta of BPP Wealth Solutions, for a discussion on how to create a personal financial plan.
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, Lisa Crosta:
https://www.linkedin.com/in/lisa-crosta/
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The Al...
2024-04-0346 minThe Alternative Investing AdvantageEpisode 100: A Guide to Raw Land Investing with Brent BowersIn 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.
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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...
2024-04-0245 minThe Alternative Investing AdvantageEpisode 107: How to Invest in the Stock Market with Anmol SinghIn 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.
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Learn more about our guest, Anmol Singh:
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https://www.livetraders.com/
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The Alternative In...
2024-03-2748 minThe Alternative Investing AdvantageEpisode 106: Part 2—The Basics of Franchising with Kim DalyIn 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.
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If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.
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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 prod...
2024-03-2046 minThe Alternative Investing AdvantageEpisode 105: A Beginners Guide to Investing in Precious Metals with Sami ChalfouhIn 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:
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The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endor...
2024-03-1344 minThe Alternative Investing AdvantageEpisode 104: Part 1—The Basics of Franchising with Kim DalyIn 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...
2024-03-0649 minThe Alternative Investing AdvantageEpisode 103: Exploring Infrastructure Investments with Jeremy GoffIn 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.
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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...
2024-02-2838 minThe Alternative Investing AdvantageEpisode 102: The Basic Principles of Financial Planning with Curtis MayIn 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.
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The Alternative Investing Advantage is brought to you by Advanta IRA.
Advanta IRA does not offer investment, tax, or legal advice nor do we endors...
2024-02-2148 minThe Alternative Investing AdvantageEpisode 101: Making Sense of Alternative Investments with Christopher ZookIn 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.
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Learn more about Advanta IRA:
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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 investme...
2024-02-1243 minThe Alternative Investing AdvantageEpisode 99: A Look into the Evolving Landscape of Traditional Finance with Tony SalibaIn 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.
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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, inve...
2024-01-2449 minThe Alternative Investing AdvantageEpisode 98: Basic Accounting Principles & Strategies with Roger KnechtIn 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.
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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/
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2024-01-1748 minThe Alternative Investing AdvantageEpisode 97: Investing in Industrial Real Estate with Joel FriedlandIn 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 t...
2024-01-1047 minThe Alternative Investing AdvantageEpisode 96: Trading in Securities Markets with Chris VermeulenIn 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.
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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/
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Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such adv...
2024-01-0348 minThe Alternative Investing AdvantageEpisode 95: Exploring Real Estate Investing Marketplaces with Brian KingIn 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/
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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 investment...
2023-12-2049 minThe Alternative Investing AdvantageEpisode 94: A Dive into Financial Literacy with Vince ShorbIn 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.
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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/
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2023-12-1349 minThe Alternative Investing AdvantageEpisode 93: A Guide to Financial Planning for Business Owners with Grant BledsoeIn 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/
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Advanta IRA does not offer investment, tax, or legal advice nor...
2023-12-0651 minThe Alternative Investing AdvantageEpisode 92: Fractionalized Real Estate Investing with Brian DallyIn 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/
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Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies t...
2023-11-2950 minThe Alternative Investing AdvantageEpisode 91: Real Estate Debt Investing Strategy with Heather DrevesIn 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.
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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
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Advanta IRA does not offer investment, tax, or legal advice nor do we...
2023-11-2249 minThe Alternative Investing AdvantageEpisode 90: Litigation Finance 101 with Sean CampbellIn 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/
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Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments...
2023-11-1546 minThe Alternative Investing AdvantageEpisode 89: Exploring Precious Metal IRAs with Kevin DeMerittIn 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/
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Advanta IRA does not offer investmen...
2023-11-0844 minThe Alternative Investing AdvantageEpisode 88: Effective Strategies for Business Owners with Patrick EspositoIn 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/
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2023-11-0145 minThe Alternative Investing AdvantageEpisode 87: A Guide to Financial Planning Options with Tyson RayIn 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/
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Member FINRA / SIPC. Investment advisory services are offe...
2023-10-2550 minThe Alternative Investing AdvantageEpisode 86: Exploring Small Business Marketing Strategies with Mark NewsomeIn 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/
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2023-10-1848 minThe Alternative Investing AdvantageEpisode 85: Strategic Financial Planning for Investors with John EnsleyIn 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/
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Advanta IRA does not offer i...
2023-10-1150 minThe Alternative Investing AdvantageEpisode 84: Financial Empowerment for Women with Melissa LeonIn 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/
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2023-10-0450 minThe Alternative Investing AdvantageEpisode 83: Part 2—A Guide to Raising Capital with Randy SmithIn 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
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Advanta IR...
2023-09-2746 minThe Alternative Investing AdvantageEpisode 82: Part 1—A Guide to Raising Capital with Randy SmithIn 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:
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Learn more about guest speaker Randy Smith:
https://www.impactequity.net/who-we-are
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2023-09-2045 minThe Alternative Investing AdvantageEpisode 81: The Basics of Industrial Real Estate with Brad ShepherdIn 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:
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Learn more about guest speaker Brad Shepherd:
https://sugarhouseinvestments.com/about/
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Advanta IRA does not offer investment, tax, or le...
2023-09-1347 minThe Alternative Investing AdvantageEpisode 80: Exploring Real Estate Notes with Lauren WellsIn 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:
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Learn more about guest speaker Lauren Wells:
https://7einvestments.com/about/
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2023-09-0648 minThe Alternative Investing AdvantageEpisode 79: Investing Wisely in Agriculture & Farmland with David ChanIn 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:
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Learn more about guest speaker David Chan:
https://farmtogether.com/about
The Alternative Investing Advantage is brought to you by Advanta IRA.
Ad...
2023-08-3047 minThe Alternative Investing AdvantageEpisode 78: A Guide to Real Estate Syndications with Timothy LyonsIn 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:
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Learn more about guest speaker Timothy Lyons:
https://citysidecap.com/about/
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2023-08-2348 minThe Alternative Investing AdvantageEpisode 77: Rare Opportunities—Investing in Strategic Metals with Louis O’ConnorDid 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:
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Learn more about guest speaker Louis O'Connor:
https://strategicmetalsinvest.com/
2023-08-1645 minThe Alternative Investing AdvantageEpisode 76: Fully Detailed—Investing in Car Washes with Dave ZookOwning 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:
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Learn more about guest speaker Dave Zook:
https://therealassetinvestor.com/our-team/
The Alternative Investing Ad...
2023-08-0243 minThe Alternative Investing AdvantageEpisode 75: Unboxing the Basics of Single Family Investment Lending with Doug SmithIn 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:
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Learn more about guest Doug Smith:
https://mortgagesbycastlerock.com/
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Advant...
2023-07-2647 min
The Alternative Investing AdvantageEpisode 74: Franchise Investing through Crowdfunding with Kenny RoseIn 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:
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Advanta IRA does not offer investment, tax, or legal advice nor do we...
2023-07-1943 min
The Alternative Investing AdvantageEpisode 73: Diving into Pooled Investment Funds with Matt BurkIn 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:
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L...
2023-07-1243 min
The Alternative Investing AdvantageEpisode 72: Achieving the American Dream in the Big City with David DippongIn 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
Face...
2023-07-0539 min
The Alternative Investing AdvantageEpisode 71: Understanding Investment Tax Issues with Chase InsognaIn 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:
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LinkedIn: https://www.linkedin.com/company/Adva...
Twitter: https://twitter.com/AdvantaIRA
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2023-06-2842 min
The Alternative Investing AdvantageEpisode 70: Private Equity Investing with an IRAIn 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....
2023-06-2138 min
The Alternative Investing AdvantageEpisode 69: Alternative Taxes for Alternative InvestorsIn 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 of...
2023-06-0733 min
The Alternative Investing AdvantageEpisode 67: From Software to Solid Investments - Understanding the Changing Private VC Market with Robert CoteAlex 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...
2023-05-101h 12The Alternative Investing AdvantageEpisode 66: Investing in Cryptocurrency Markets with Pareto TechnologiesAlex 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:
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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 ad...
2023-05-0356 min
The Alternative Investing AdvantageEpisode 65: How to Invest in a Franchise with Marty GreenbaumAlex 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...
2023-04-201h 05The Alternative Investing AdvantageEpisode 64: What to Expect During an IRS Tax Audit with Neil PaulsonAlex 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/
Ad...
2023-04-0553 min
The Alternative Investing AdvantageEpisode 63: The Benefits of Real Estate Cash Purchases & Partnerships with Brad HovisAlex 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.co...
2023-03-291h 07The Alternative Investing AdvantageEpisode 62: Part 2 - The Benefits of Bridge Debt Investing with Brock Freeman of Kirkland CapitalAlex 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://tw...
2023-03-151h 01The Alternative Investing AdvantageEpisode 61: Part 1 - Performing Due Diligence with Bridge Debt Investing with Chris Carsley of Kirkland CapitalAlex 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...
2023-03-081h 21The Alternative Investing AdvantageEpisode 60: Understanding potential tax issues surrounding cryptocurrency investing with Micah FraimAlex 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/co...
2023-03-011h 04The Alternative Investing AdvantageEpisode 59: Using Alternative Marketing Strategies to Drive Real Estate Sales with Jerome LewisAlex 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.fac...
2023-02-0856 minThe Alternative Investing AdvantageEpisode 58: Turning Underperforming Notes into Profitable Investments with Martin SaenzAlex 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/
A...
2023-02-0157 minThe Alternative Investing AdvantageEpisode 51: Managing an Alternative Asset Portfolio with Zak BocaLearn alternative solutions to alternative asset management with AltExchange CEO Zak Boca and Alex Perny of Advanta IRA. Alex will cover the market update for 11/14/2022 and what machine learning 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 pr...
2022-11-1651 min
The Alternative Investing AdvantageEpisode 31: Utilize Private Lending Opportunities in Your IRAIn this episode, Alex takes a deep dive into how to use IRAs to hold mortgages for tax-free cash flow. Don't leave money on the table when it comes to private lending and your IRA, learn how you can utilize this type of investment today. Alex covers the market recap for 5/9/2022 and explains what an exchange-traded fund 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...
Twi...
2022-05-1132 minThe Alternative Investing AdvantageEpisode 26: Becoming an Alternative Investor with Reneika LightbourneAlex takes a deep dive with Self-Directed IRA investor Reneika Lightbourne. Learn how she got her start on investing with her self-directed IRA and how that led her to become a business development specialist with Advanta IRA. Alex shares his market recap for the week of 4/4/2022 and explains what an inverted yield curve 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/Ad...
2022-04-0657 minThe Alternative Investing AdvantageEpisode 22: Navigating Checkbook Control IRA’s with Attorney John HyreDon’t fall victim to avoidable issues with your checkbook control IRA, join Alex Perny and his guest John Hyre. Together they will discuss court cases, and ways you can avoid any issues that may arise when using your IRA to invest in alternative assets. Alex shares the market recap for the week of 3/7/2022 and what Beta 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...
Twitt...
2022-03-091h 09
The Alternative Investing AdvantageEpisode 21: Taking the Mystery Out of IRA FinancingAlex Perny of Advanta IRA shares tips on avoiding unrelated business income tax (UBIT) levied on unrelated debt financed income (UDFI) when your IRA borrows money to invest. Alex shares the market recap for the week of 2/28/2022 and what 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, ta...
2022-03-0227 minThe Alternative Investing AdvantageEpisode 18: Borrowing Money the Right Way with an IRA with Ryan HughesAlex Perny is joined in this episode by Ryan Hughes as he shares how you can get bigger deals with your IRA using non-recourse loans. Alex shares the market recap for the week of 2/7/2022 and what a non-recourse loan 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 inv...
2022-02-0933 minThe Alternative Investing AdvantageEpisode 15: Use Your IRA to Invest Internationally with Jamie Vrijhof-DroeseIn this episode Alex is joined by Jamie Vrijhof-Droese who heads the business development of WHVP and advises a group of international clients with respect to international diversification and asset protection. Together they will discuss how you can use your IRA to invest internationally. Alex shares the market recap for the week of 1/17/2022 and what a HSA is and if opening one is the right strategy for you.
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://ww...
2022-01-1944 minThe Alternative Investing AdvantageEpisode 11: Using Tech to Invest in Apartment Syndications with Jake MarmulstienAlex Perny welcomes Jake Marmulstein, the founder, president, and CEO of Groundbreaker Technologies. He is the creator of one of the leading investor management portals and will share what he has learned from working with hundreds of syndication projects and how that can help your investment portfolio. Alex will also cover a market recap for the week of 12/06/2021. On this week's segment of The What Is, Alex will discuss what a 401(a) 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 ab...
2021-12-0834 minThe Alternative Investing AdvantageEpisode 8: How to Invest in Multifamily PropertiesAlex Perny of Advanta IRA welcomes Richard Coyne and Bill Zahller, who shares the ins and outs of multifamily investing. Learn how they grew from single family investing to starting Park Capital Partners, LLC. Alex covers a market recap for the week of 11/01/2021 and derivatives on this weeks segment of The What 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
Face...
2021-11-0341 minThe Alternative Investing AdvantageEpisode 7: Building Wealth One House at a Time with John SchaubAlex Perny of Advanta IRA welcomes John Schaub, who will share his real estate investing tips, tricks, and insights. Whether you are considering purchasing your first investment property, or 50th, John will leave you with the information you need to grow your real estate portfolio. Alex will also cover a market recap for the week of 10/25/2021, and share facts and insight on Bonds.
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...
2021-10-2728 minThe Alternative Investing AdvantageEpisode 6: Creating Profitable Long-Term Investments with Gino BarbaroHow do you create profitable long-term investments? Alex Perny of Advanta IRA welcomes Gino Barbaro of Jake and Gino. Together they will discuss strategies that Gino has used to create investments, how he started in the investment world, and tips you can take with you as you start (or continue) your investment journey. Alex also covers a market recap for the week of 10/18/2021, and share facts and insight on NASDAQ.
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:
We...
2021-10-2037 minThe Alternative Investing AdvantageEpisode 5: Protect Your IRA from the New Legislation with John HyreOn this episode of The Alternative Investing Advantage Podcast, host Alex Perny speaks with attorney, John Hyre. They discuss how the proposed legislation is set up to hurt retirement funds and investments, and actionable steps you can take to fight the new legislation. Alex will also cover a market recap for the week of 10/11/2021, and share insight on After-Hours Trading.
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/co...
2021-10-1342 minThe Alternative Investing AdvantageEpisode 4: The Benefits of Alternative Investments with Jack CallahanOn this episode of The Alternative Investing Advantage Podcast, Host Alex Perny welcomes Advanta IRA Founder Jack Callahan. They discuss how Advanta IRA began and why our focus is self-directed IRAs, and the options investors have when investing in alternative assets. Alex will also cover a market recap for the week of 10/4/2021, and share insight on 403(b)s and if it would benefit you as you grow your retirement funds.
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:
We...
2021-10-0620 minThe Alternative Investing AdvantageEpisode 2: Investing in Mobile Homes with Adrian SmudeAre you interested in investing in real estate? Alex Perny of Advanta IRA welcomes Adrian Smude, a long-time investor in mobile homes. Together they will discuss strategy, pitfalls, and successes found in real estate investing. Alex will also cover a market recap for the week of 9/20/2021, and share insight on Solo 401(k)s and if it would benefit you as you grow your retirement funds.
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/
Li...
2021-09-2230 min
The Alternative Investing AdvantageEpisode 1: Investing Strategies for a Better Lifestyle Featuring Pete FortunatoDo you want to create investing strategies that help to fund your dream lifestyle? Alex Perny of Advanta IRA welcomes Pete Fortunato, a long-time investor. Together they will discuss strategy, pitfalls, and successes found in investing. Plus, Pete will share his tips on how to create income that will fund your dream lifestyle. Alex will also cover a market recap for the week of 9/15/2021, and share insight on SEP IRAs and if it would benefit you as you grow your retirement funds.
If you’re interested in being a podcast guest speaker or have questions get in to...
2021-09-1537 min