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The Alternative Investing Advantage

The Alternative Investing Advantage

By Advanta IRA

Get off Wall Street and explore the wide world of alternative investments for your IRA. Take control and give yourself the freedom to choose the assets for your retirement plan—assets like real estate, cryptocurrency, private placements, and much more. Our podcast features Advanta IRA professionals and guest experts who help provide a roadmap to your success with investment trends, strategies, and tips for investing your IRA to build wealth for your future.
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Episode 39: All That Glitters Might Be Gold, Silver, Platinum, or Palladium

The Alternative Investing Advantage

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Episode 51: Managing an Alternative Asset Portfolio with Zak Boca
Episode 51: Managing an Alternative Asset Portfolio with Zak Boca
Learn 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. 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.
51:51
November 16, 2022
Episode 50: Using Down Markets for Big Gains with Roth Conversions
Episode 50: Using Down Markets for Big Gains with Roth Conversions
In this episode, Alex dives into Roth conversions in the context of market volatility. Could this be a good time to choose this strategy with depressed values? He will share strategies for how these conversions could work.  Alex shares the market recap for the week of 11/7/2022 and explains what net asset value is. 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.
35:09
November 09, 2022
Episode 49: Building Strong Foundations in Multi-Family Real Estate with Brandon Cotie
Episode 49: Building Strong Foundations in Multi-Family Real Estate with Brandon Cotie
Listen to Alex Perny and guest Brandon Cotie as they discuss how to invest as a limited partner in apartment buildings. Alex covers the market recap for the week of October 24th, and explains what a loan-to-value ratio is. 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.
52:08
October 26, 2022
Episode 48: Death & Taxes ... How HSAs Provide Tax-Free Options to Care For Your Health
Episode 48: Death & Taxes ... How HSAs Provide Tax-Free Options to Care For Your Health
Alex dives into the misunderstood & underutilized power of HSA accounts.  He also covers what a debenture is, and the market recap for the week of 10/17/2022. 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.
39:27
October 19, 2022
Episode 47: Unexpected Taxes for Alternative Investments
Episode 47: Unexpected Taxes for Alternative Investments
Join Alex Perny as he deep dives into navigating the tax minefield for private equites in retirement plans. Alex covers the market recap for the week of 10/3, as well as what an exchange traded fund is. 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.
42:39
October 05, 2022
Episode 46: SPECIAL EDITION: 2022 Market Update
Episode 46: SPECIAL EDITION: 2022 Market Update
Everything you need to know about what is happening in our markets and abroad! Alex also covers what a homestead exemption is. 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.
43:37
September 21, 2022
Episode 45: The Secrets to Flipping Mobile Homes
Episode 45: The Secrets to Flipping Mobile Homes
Listen in as Alex discusses the ins and outs of flipping and rehabbing mobile homes. Alex also covers the market recap for the week of 9/12/2022 and explains what a memorandum of understanding is.  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.
51:29
September 14, 2022
Episode 44: A Comprehensive Review of the Inflation Reduction Act
Episode 44: A Comprehensive Review of the Inflation Reduction Act
Listen in as Alex does a deep dive into the Inflation Reduction Act. Alex covers a market recap for the week of 8/22/2022 and explains what the discount rate is. 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.
43:16
August 24, 2022
Episode 43: Demystifying the Power of Checkbook Control IRAs
Episode 43: Demystifying the Power of Checkbook Control IRAs
Are you wondering how to build the ultimate level of retirement plan control? Alex dives into the benefits of checkbook control IRAs. Alex begins the episode with the market recap for the week of 8/15/2022 and describes what earnings before interest, taxes, depreciation and amortization (EBITDA) is.  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.
47:04
August 17, 2022
Episode 42: Scoring Goals with Soccer Club Franchise Investments
Episode 42: Scoring Goals with Soccer Club Franchise Investments
Guest Justin Papadakis shares a look through the playbook on how sport franchise investing works. Alex shares the market recap for the week of 8/8/2022 and what Alpha is.  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.
51:58
August 10, 2022
Episode 41: Navigating from the Department of Corrections to Real Estate Success
Episode 41: Navigating from the Department of Corrections to Real Estate Success
Listen in as Alex talks with Zane Graser on his journey in real estate investing and learn how to go from dealing with inmates to tenants. Alex will also cover the market recap for the week of 8/1/2022 and what enterprise value is. 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.
54:47
August 03, 2022
Episode 40: The 3 Failing Pillars of the Cryptocurrency Market
Episode 40: The 3 Failing Pillars of the Cryptocurrency Market
It's no secret that the cryptocurrency market has had a rough couple of weeks. Listen in as Alex discusses the importance of regulation in unregulated markets. On this episode Alex covers the market recap for 7/25/2022 and explains what the Securities Investors Protection Act is. 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.
33:18
July 27, 2022
Episode 39: All That Glitters Might Be Gold, Silver, Platinum, or Palladium
Episode 39: All That Glitters Might Be Gold, Silver, Platinum, or Palladium
Join Alex as he takes a closer look at investing in precious metals with your IRA. Learn some strategies and the pitfalls to avoid when investing in these alternative assets. Alex covers the market recap for the week of 7/17/2022 and what present value is.  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.
34:11
July 20, 2022
Episode 38: How to Use Debt-Financing to Invest in Real Estate without Taxes
Episode 38: How to Use Debt-Financing to Invest in Real Estate without Taxes
In this episode Alex explains how to use a solo 401(k) instead of an IRA to avoid owing unrelated business income tax (UBIT) on debt-financed real estate investments. You will learn the difference between UBIT and unrelated debt-financed income (UDFI) and how both impact IRAs versus solo 401(k)s so you can take advantage of zero tax real estate financing on those investments. Alex will also cover a market recap for the week of 7/11 and explain what a bear market is. 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.
41:04
July 13, 2022
Episode 37: Alternative Options to Save on Healthcare
Episode 37: Alternative Options to Save on Healthcare
Join Alex as he discusses how an HSA can provide options for healthcare savings as well as tax-advantaged growth! He shares the market update for the week of 6/27/2022 and explains what Basis Points are. 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.
49:23
June 29, 2022
Episode 36: Jumping into Multifamily Investing with American Ninja Warrior Miriam McKisic
Episode 36: Jumping into Multifamily Investing with American Ninja Warrior Miriam McKisic
This week our guest Miriam McKisic, an American Ninja Warrior, explains how you can escape working the classic 9-5 job to investing in multifamily real estate. She and Alex will discuss how she went from the typical W2 employment to becoming the successful investor she is today. Alex will cover what a margin call is, as well as the market update for the week of 5/13/2022. 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.
01:00:00
June 15, 2022
Episode 35: Understanding True Diversity in Retirement Investments
Episode 35: Understanding True Diversity in Retirement Investments
Join Alex as he covers how to grow your retirement portfolio off wall-street. Alex covers the market recap for the week of 6/6/2022 and what the applicable Federal rate (AFR) is.  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.
42:50
June 08, 2022
Episode 34: Buying the Right Property in Today’s Inflated Real Estate Market with John Schaub
Episode 34: Buying the Right Property in Today’s Inflated Real Estate Market with John Schaub
Alex Perny welcomes John Schaub to discuss how you can navigate tenants (and tenant issues), owner financing, and exorbitant home prices. Alex also covers the market recap for the week of 5/30/2022 and what a bear market is. Learn more and register for John's event here: https://bit.ly/3M3MWVj 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.
47:41
June 01, 2022
Episode 33: Lions & Tigers & Bear Markets, Oh My!
Episode 33: Lions & Tigers & Bear Markets, Oh My!
Join Alex Perny as he analyzes the recent events in cryptocurrency markets and beyond! Alex also covers the market update from the week of 5/23/2022 and what arbitrage is. 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.
44:05
May 25, 2022
Episode 32: Socially Conscious Investing with Paul Karrlsson-Willis
Episode 32: Socially Conscious Investing with Paul Karrlsson-Willis
Alex Perny welcomes Paul Karrlsson-Willis of Justly to talk about how you can be a socially conscious investor. Alex covers the market recap for 5/16/2022 and explains what an ESG is. Securities offered through JUSTLY Markets LLC (www.InvestJUSTLY.com), member of FINRA/SIPC and a wholly-owned subsidiary of Ideanomics 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.
51:53
May 18, 2022
Episode 31: Utilize Private Lending Opportunities in Your IRA
Episode 31: Utilize Private Lending Opportunities in Your IRA
In 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.  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.
32:24
May 11, 2022
Episode 30: From Apartments to Car Washes—Strategies to Build Wealth with Chris Larsen
Episode 30: From Apartments to Car Washes—Strategies to Build Wealth with Chris Larsen
Join Alex Perny, Corey Daharsh and Chris Larsen of Next Level Income as they analyze the full spectrum of commercial real estate investments from apartments to car washes. Learn how Christ got started, and what you may need to know to begin investing in the commercial real estate market.  Alex shares a market recap for the week of 5/2/2022, and explains what a short squeeze is.  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.
56:39
May 04, 2022
Episode 29: The 7 Red Flags of Commercial Real Estate Investing with Dan Handford
Episode 29: The 7 Red Flags of Commercial Real Estate Investing with Dan Handford
Dan Handford, a seasoned real estate investor, joins Alex Perny on this episode of the Alternative Investing Advantage to share 7 red flags to look out for when it comes to investing in commercial real estate.  In this week's segment of The What Is, Alex discusses what a "poison pill" is, as well as the market recap for the week of 4/25/2022. 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.
01:02:35
April 27, 2022
Episode 28: Self-Storage Investing with Jonathan Cattani
Episode 28: Self-Storage Investing with Jonathan Cattani
Alex is joined by Jonathan Cattani to discuss how you can use self-storage investments to build wealth. Alex also covers a market recap for the week of 4/18/2022 and what a block chain is. 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.
15:08
April 20, 2022
Episode 27: Last Minute Tax Savings
Episode 27: Last Minute Tax Savings
Don’t let tax savings go up in smoke there is still time to make IRA contributions! Alex Perny shares some last-minute tax tips for those still putting the final touches on their 2021 tax filings.  He also covers a market recap and what a Federal Housing Authority administration loan (FHA loan) is. 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.
23:24
April 13, 2022
Episode 26: Becoming an Alternative Investor with Reneika Lightbourne
Episode 26: Becoming an Alternative Investor with Reneika Lightbourne
Alex 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. 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.
57:27
April 06, 2022
Episode 25: A Market Update with Mobile Home Investor Adrian Smude
Episode 25: A Market Update with Mobile Home Investor Adrian Smude
How do you find profitable and affordable deals in this crazy real estate market? Alex welcomes Adrian Smude, a seasoned mobile home investor, to discuss his strategies for investing when the market is hot.  Alex covers the market recap for the week of 3/28/2022, and what the velocity of money is. 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.
51:36
March 30, 2022
Episode 24: Long-Term Profits with Short-Term Rentals with Nectar
Episode 24: Long-Term Profits with Short-Term Rentals with Nectar
Alex Perny is joined by Derrick Barker and Andres Sandate of Nectar to discuss how you can grow your short-term rental portfolio into an empire. Alex covers the market recap for the week of 3/21/2022, and our What Is segment explains a producer price index. 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.
01:00:19
March 23, 2022
Episode 23: The Dirty Jobs of Real Estate with Laura Spaulding
Episode 23: The Dirty Jobs of Real Estate with Laura Spaulding
Hoards, drug labs, deaths…don’t let these issues stop you from buying property! Alex talks with Laura Spaulding about her unique and important business, and why investing in properties with less than savory backstories can be in your best interest.  Alex shares the market recap for the week of 3/14/2022 and what compound interest is. 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.
48:52
March 16, 2022
Episode 22: Navigating Checkbook Control IRA’s with Attorney John Hyre
Episode 22: Navigating Checkbook Control IRA’s with Attorney John Hyre
Don’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. 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.
01:09:37
March 09, 2022
Episode 21: Taking the Mystery Out of IRA Financing
Episode 21: Taking the Mystery Out of IRA Financing
Alex 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. 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.
27:19
March 02, 2022
Episode 20: All Investments That Glitter Aren’t Gold
Episode 20: All Investments That Glitter Aren’t Gold
Navigate the purchase of precious metals correctly or pay a hefty price. Listen in as Alex Perny discusses how precious metals can benefit your retirement strategy. Alex shares the market recap for the week of 2/21/2022 and what a 1040 tax form is. 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.
22:22
February 23, 2022
Episode 19: Extracting Profits with Oil & Gas Royalties with Jim Hiza
Episode 19: Extracting Profits with Oil & Gas Royalties with Jim Hiza
Alex Perny is joined in this episode by Jim Hiza who explains how drilling for minerals can make you barrels of profits. Alex shares the market recap for the week of 2/14/2022 and what a royalty is. 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.
45:43
February 16, 2022
Episode 18: Borrowing Money the Right Way with an IRA with Ryan Hughes
Episode 18: Borrowing Money the Right Way with an IRA with Ryan Hughes
Alex 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. 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.
33:06
February 09, 2022
Episode 17: Cracking the Code for Investing in Syndications
Episode 17: Cracking the Code for Investing in Syndications
Join Alex Perny and guest Jennifer Barner from Lighthouse Ventures as they discuss how to find your way through real estate syndications. Alex shares the market recap for the week of 1/31/2022 and what a Break Even Analysis is. 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.
41:23
February 02, 2022
Episode 16: Started from the Bottom Now We’re Here with Billy Batson
Episode 16: Started from the Bottom Now We’re Here with Billy Batson
Join Alex Perny and Billy Batson as they discuss how he went from a 9-5 to building real estate investment and educational empire. Learn from his experiences, and take away tips that can help you on your investing journey. Alex shares the market recap for the week of 1/24/2022 and what a Acid Test Ratio is. 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.
35:43
January 26, 2022
Episode 15: Use Your IRA to Invest Internationally with Jamie Vrijhof-Droese
Episode 15: Use Your IRA to Invest Internationally with Jamie Vrijhof-Droese
In 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. 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.
44:13
January 19, 2022
Episode 14: Long-Term Real Estate Investing with Dyches Boddiford
Episode 14: Long-Term Real Estate Investing with Dyches Boddiford
Real estate investing is one of our most popular investment options, and one we receive the most questions about. If you are interested in long-term real estate investing you will gain a lot of knowledge from Dyches Boddiford. With over 40 years of real estate investing experience, Dyches shares his advice on getting started or growing your real estate portfolio.  Alex shares the market recap for the week of 1/10/2022. what a 1031 exchange is and how it can be helpful for your retirement strategy. 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.
38:01
January 12, 2022
Episode 13: Real Estate Investing Tips with Syndication Attorney Kim Lisa Taylor
Episode 13: Real Estate Investing Tips with Syndication Attorney Kim Lisa Taylor
Are you interested in investing in real estate syndications? Start here with syndication attorney Kim Lisa Taylor as she discusses the legalities of syndication investing. During this conversation, Kim shares her expertise alongside Alex Perny—a valuable conversation for investors of all levels. Alex shares the market recap for the week of 12/20/2021 and what a Roth conversion is and how it can be helpful for your retirement strategy.  The Alternative Investing Advantage is taking a holiday break until 1/12/2022, we hope you enjoy your holiday's! We look forward to sharing more investing tips and news with you in the new year.  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.
38:49
December 22, 2021
Episode 12: Knocking Your Way to Success with Bill Cook
Episode 12: Knocking Your Way to Success with Bill Cook
On this episode Alex talks to Bill Cook about how he grew his company on the timeless principle of door knocking. He shares his insights on how he grew his portfolio, and what his company provides to investors looking to get started.  This week on The What Is learn about Pre-IPO's. Alex will also discuss the market update for the week of 12/13/2021 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.
39:57
December 15, 2021
Episode 11: Using Tech to Invest in Apartment Syndications with Jake Marmulstien
Episode 11: Using Tech to Invest in Apartment Syndications with Jake Marmulstien
Alex 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 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.
34:47
December 08, 2021
Episode 10: Creating Income with Senior Living Properties with Vinney Chopra
Episode 10: Creating Income with Senior Living Properties with Vinney Chopra
Alex Perny welcomes Vinney Chopra who shares his story of coming to the United States with $7 in his pocket to his success today. As a multifamily sponsor he has facilitated over 26 successful syndication deals and manages a successful real estate investment portfolio worth over $200 million. On this episode of Target Market Insights, he shares his thoughts on which markets are emerging and how to identify them. Alex will also cover a market recap for the week of 11/15/2021. On this week's segment of The What Is, Alex will cover Fiat Money. 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.
36:34
November 17, 2021
Episode 9: Level-up Your Real Estate Investments with Steven Libman
Episode 9: Level-up Your Real Estate Investments with Steven Libman
Alex Perny welcomes Steven Libman of Integrity Holdings, who shares his background in real estate investing. Alex and Steven discuss how to go from single family wholesale investments to multi-million dollar commercial apartment syndications. Alex will also cover a market recap for the week of 11/8/2021. On this week's segment of The What Is, Alex will cover warrants. 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.
34:46
November 10, 2021
Episode 8: How to Invest in Multifamily Properties
Episode 8: How to Invest in Multifamily Properties
Alex Perny of Advanta IRA welcomes Richard Coyne & Bill Zahller, who will share the ins and outs of multifamily investing. Learn how they grew from single family investing to starting Park Capital Partners, LLC.  Alex will also cover a market recap for the week of 11/01/2021. He will also cover derivatives on this weeks segment of The What Is.  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.
41:07
November 03, 2021
Episode 7: Building Wealth One House at a Time with John Schaub
Episode 7: Building Wealth One House at a Time with John Schaub
Alex 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. 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.
28:35
October 27, 2021
Episode 6: Creating Profitable Long-Term Investments with Gino Barbaro
Episode 6: Creating Profitable Long-Term Investments with Gino Barbaro
How 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 will also cover a market recap for the week of 10/18/2021, and share facts and insight on NASDAQ. 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.
37:00
October 20, 2021
Episode 5: Protect Your IRA from the New Legislation with John Hyre
Episode 5: Protect Your IRA from the New Legislation with John Hyre
On 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. 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.
42:10
October 13, 2021
Episode 4: The Benefits of Alternative Investments with Jack Callahan
Episode 4: The Benefits of Alternative Investments with Jack Callahan
On 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. 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.
20:37
October 06, 2021
Episode 3: Upcoming Legislation & How it Can Impact Your Self-Directed Investments
Episode 3: Upcoming Legislation & How it Can Impact Your Self-Directed Investments
On this episode of The Alternative Investing Advantage, Alex Perny and Scott Maurer discuss new legislation that has the potential to negatively effect IRA investors. Find out what this is and how to stop it today!  Alex will also cover a market recap for the week of 9/27/2021, and shares insight on the consumer price index. 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.
37:31
September 29, 2021
Episode 2: Investing in Mobile Homes with Adrian Smude
Episode 2: Investing in Mobile Homes with Adrian Smude
Are 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. 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.
30:42
September 22, 2021
Episode 1: Investing Strategies for a Better Lifestyle Featuring Pete Fortunato
Episode 1: Investing Strategies for a Better Lifestyle Featuring Pete Fortunato
Do 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. 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.
37:13
September 15, 2021