In this episode, we explore the basics of self-directed IRAs and how they work. Discover the wide range of investments you can make, from hotels and self-storage units to real estate and even businesses.

Self-directed IRAs are less complicated than they seem and align perfectly with my philosophy of investing beyond the stock market. Join me as I break down the essentials and show you how to diversify your investment portfolio.

We cover -

• Impact of tax status on control over IRA funds

• Overview of alternative investments not available through traditional custodians

• Comparison of costs between traditional and self-directed IRAs

Subscribe to the Me Financial Podcast to hear more, and don't forget to leave a review!


Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor

Follow Michelle on Instagram - michelle.e.moses

Visit the Me Financial Website - www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

Are you wondering when to take Social Security and how to maximize your benefits? In this episode, I talk with retirement planner, Greg Kurinec, CFP®, MRFC® about strategies to get the most from your Social Security benefits.

Greg, explains the decision-making factors for taking Social Security early or delaying it, emphasizing the need to consider health, life expectancy, and employment status.

We also cover:

• Utilizing pre-tax accounts to bridge the gap before claiming Social Security at age 70.
• Conversion of pre-tax accounts to Roth accounts.
• Potential reforms to preserve Social Security.

Subscribe to the Me Financial Podcast to hear more and don't forget to leave a review!

Contact Gregory J. Kurinec, CFP®, MRFC® - www.pennantplanning.com/

Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor

Follow Michelle on Instagram - michelle.e.moses

Visit the Me Financial Website - www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

Considering investing in commercial real estate for your business? Learn the pros and cons of owning vs. renting for your business needs.

Mandi Hunter, the founder of Kansas City's first full-service standalone real estate law firm, Hunter Law Group, joins us to share her knowledge.

Key Topics:

• Timing: Considering interest rates, cash flow, and business growth stages before making a purchase.
• Due Diligence: Understanding the importance of thorough due diligence before buying commercial real estate. That means getting your surveys, appraisals, environmental assessments, and title work done right.
• Legal Contracts: What legal contracts are associated with commercial property purchases.
• Cash Flow Assessment: Strategies for assessing your business's financial readiness for commercial property ownership.
• Property Maintenance: Responsibilities and considerations for maintaining commercial properties.

Connect with Mandi Hunter - www.hunterlawgroup.com

Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor

Follow Michelle on Instagram: @michelle.e.moses

Visit Me Financial Website: www.mefinancial.net

Love the show? Share it with your friends and leave a review!

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.