Episodios

  • Episode 124: Exploring the Dynamic Nature of the Private Market with Atish Davda
    Jul 24 2024

    In this episode of the AIA podcast, host Alex Perny welcomes Atish Davda of EquityZen, for a discussion on the dynamic nature of the private 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.









    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.



    #financialplanning #financialplanner #selfdirectedira

    Más Menos
    55 m
  • Episode 123: Understanding Economic Risks & Market Impact with Brian Payne
    Jul 17 2024

    In this episode of the AIA podcast, host Alex Perny welcomes Brian Payne for a discussion on current economic risks and market impact.





    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.









    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.



    #financialplanning #financialplanner #selfdirectedira


    Más Menos
    44 m
  • Episode 122: Opportunities & Risks in the Real Estate Market with Brandon Cobb
    Jul 10 2024

    In this episode of the AIA podcast, host Alex Perny welcomes Brandon Cobb for a discussion on the opportunities and risks in the real estate 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.








    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.



    #financialplanning #financialplanner #selfdirectedira

    Más Menos
    48 m
  • Episode 121: A Beginner's Guide to Tax Lien Investing with Ted Thomas
    Jul 3 2024

    In this episode of the AIA podcast, host Alex Perny welcomes Ted Thomas for a discussion on tax lien investing. Ted is one of America's Leading Authority on Tax Lien Certificates and Tax Deed Auctions and has over 25 years of experience in the industry.





    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, Ted Thomas: https://tedthomas.com/alex50




    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.



    #financialplanning #financialplanner #selfdirectedira

    Más Menos
    57 m
  • Episode 120: The Importance of Diversifying Investments with Patrick Grimes
    Jun 26 2024

    In this episode of the AIA podcast, host Alex Perny welcomes Patrick Grimes of Passive Investing Mastery for a discussion on the importance of diversifying 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, Patrick Grimes: https://passiveinvestingmastery.com/




    Get a free copy of Patrick's latest book: passiveinvestingmastery.com/book


    Use promo code at checkout: 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.



    #financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing

    Más Menos
    57 m
  • Episode 118: The Importance of Financial Planning with Shari Rash
    Jun 12 2024

    In this episode of the AIA podcast, host Alex Perny welcomes Shari Rash, Founder of Greenway Wealth Advisory, for a discussion on the importance 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 our guest, Shari Rash: https://www.linkedin.com/in/shari-rash/



    Learn more about Greenway Wealth Advisory: https://www.gwawealth.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.



    #financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing #financialfreedom

    Más Menos
    51 m
  • Episode 117: An Expert Take on the Corporate Transparency Act with Garrett & Ted Sutton
    Jun 5 2024

    In this episode of the AIA podcast, host Alex Perny welcomes accounting experts Garrett and Ted Sutton of Corporate Direct for a discussion on the Transparency Act.


    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.





    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.


    #financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing #financialfreedom

    Más Menos
    46 m
  • Episode 116: The Basics of Self-Storage Investing with Paul Beets
    May 29 2024

    In this episode of the AIA podcast, host Alex Perny welcomes Paul Beets from Bigger Garage Capital for a discussion on how to invest in self-storage facilities.


    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.




    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.


    #financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing #financialfreedom

    Más Menos
    52 m