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.

In this episode:

How Self-Directed IRAs empower investors beyond traditional retirement accounts.
Self-Directed IRAs vs. 401(k): Key Differences – What sets them apart and which is best for your financial goals.
Managing Real Estate in a Self-Directed IRA – Strategies, tax advantages, and potential pitfalls.
The Legal Framework for Self-Directed IRAs – What assets qualify and how to stay compliant.
Mistakes Investors Make with Self-Directed IRAs.
How the SECURE Act 1.0 & 2.0 Affects Retirement Accounts.