Real Estate, Retirement & Self-Directed IRAs with Kaaren Hall | Part 1 #905

Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over 20 years of experience in real estate, mortgage lending, and self-directed retirement accounts, she has helped thousands take control of their retirement funds by investing in alternative assets like real estate, private lending, and precious metals. A sought-after speaker, Kaaren has shared her expertise at top industry conferences, including BiggerPockets’ BPCON22, 23 & 24.

In addition to leading uDirect IRA Services, Kaaren founded the Orange County Real Estate Investors Association (OCREIA) in 2012, fostering education and networking among investors. She is also the author of Self-Directed IRA Investing: A BiggerPockets Guide, a comprehensive resource for investors looking to build wealth through self-directed IRAs. Passionate about financial education and advocacy, she serves on the boards of The Council on Aging Southern California and the Retirement Industry Trust Association (RITA), promoting transparency in the retirement industry.

Take control of your future and discover a powerful retirement secret for real estate investors: Self- directed IRAs
Self-Directed IRA Investing: A BiggerPockets Guide with Kaaren Hall. Get it HERE

In this episode:

• Craig welcomes Kaaren Hall, CEO of uDirect IRA Services LLC
•  From radio to real estate, how managing an apartment building led to a thriving career.
• Launching uDirect IRA Services – Kaaren’s path to founding a leading self-directed IRA company.
• Partnering with The Norris Group – Her long-standing collaboration with Bruce and Aaron Norris and their shared impact.
• Aaron Norris’ Influence – how Aaron played a key role in uDirect IRA Services’ success.
• How OCEREIA supports the local community.
• Self-Directed IRAs Explained – Key benefits and how they empower investors.
• Understanding regulations for smarter investing.
• How self-directed IRAs shape long-term wealth strategies.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.

This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here