Investor's Row Podcast

Unlock Private Investments with Your IRA (No Accreditation Needed!) - Introducing Bequest Fund

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ In this episode, Shawn Muneio, Co-Founder and Managing Partner of Bequest Asset Management, breaks down the barriers of the private investment space. For too long, high-level financial tools and alternative asset classes were reserved exclusively for accredited investors. This video explores the transformative power of Regulation A (Reg A+) offerings, which allow everyday investors to access private credit and mortgage-backed opportunities with as little as $5,000. We discuss why major financial institutions often steer clients toward conventional stocks and bonds, and why branching into self-directed IRAs can be a game-changer for your long-term wealth strategy. Timestamps: 00:00 Introduction: The Quest for Alternative Investment Access 05:20 The Evolution of Bqeuest and Providing Financial Access 12:15 Accredited vs Non-Accredited: Decoding Investor Definitions 18:45 Why Wall Street Keeps You in Traditional Stocks and Bonds 25:10 Deep Dive into Reg A Offerings and SEC Compliance 32:50 The Mechanics of Moving Retirement Dollars to Private Assets 40:20 Investment Terms: Dividends and Interest Strategies 48:00 Final Thoughts on Financial Legacy and Education This communication relates to a proposed Regulation A offering. No money or other consideration is being solicited or accepted at this time, and if any money is sent it will be returned. No offer to purchase securities will be accepted until the offering statement filed with the SEC has been qualified. Any indication of interest is non-binding and may be withdrawn at any time prior to acceptance. DISCLAIMER: IRA Club does not provide investment, tax, financial, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and investments. All parties are strongly encouraged to perform due diligence and consult with the appropriate professional(s) licensed in that area before entering any investment.

How to Store Gold in Your IRA Properly (And Avoid Unnecessary Taxes!)

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbW8xX1VRVnhTekxYbDMxenNISGJjcHpQdnphUXxBQ3Jtc0tuTGZsaFU2QU1RdmpfREVseVUxZmlqX21GWk1IanVOLUkyLWhOSi1faHZNR3VMYXdWRTVfYWJRVnNQNFgxbWVfQmhnVF8zSE8xbC1nNnRQMV9pUEdZRk8xRDM2bEM2RHplU2xYNWM3bm5GVFhna2JHcw&q=https%3A%2F%2Fwww.iraclub.com%2Fpodcast-link%2F&v=FgQxh20aC20] In this episode, IRA Club Founder and President Dennis Blitz shares some insight into the proper ways to store your IRA's gold that is in compliance with IRA regulations and keeps you from being flagged for additional taxes! DISCLAIMER: IRA Club does not provide investment, tax, financial, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and investments. All parties are strongly encouraged to perform due diligence and consult with the appropriate professional(s) licensed in that area before entering any investment.

How to Own Short Term Rental Properties in Your IRA (And Potentially Tax Free!)

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ This week, IRA Club Founder and President Dennis Blitz shares how IRA owners are able to purchase short term rental investment properties in their IRA and potentially even earn income from it that becomes tax-free. What are the benefits? What are the drawbacks? Dennis shares the details you need to know to get started! DISCLAIMER: IRA Club does not provide investment, tax, financial, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and investments. All parties are strongly encouraged to perform due diligence and consult with the appropriate professional(s) licensed in that area before entering any investment.

How to Use a Self-Directed IRA to Invest in High-Yield Boutique Hotels: The Boutique Hotel Fund

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ In this episode of the Investors Row Podcast, we explore the rapidly growing world of experiential hospitality and why boutique hotels have become a premier niche for alternative investing. Our guest, Tim Ensmann of the Boutique Hotel Fund, shares his journey from scaling luxury short-term rentals to launching a boutique hotel fund that targets undervalued "mom and pop" assets in high-demand, drivable destinations like Blue Ridge, Georgia. By focusing on "wow factor" amenities, such as saunas, cold plunges, and pickleball courts, these commercial assets create significant pricing power and economies of scale that traditional single-family rentals simply cannot match. We also dive deep into the mechanics of diversifying your retirement portfolio beyond the standard offerings of Wall Street. Learn how savvy investors are utilizing Self-Directed IRAs to access private equity real estate deals that are typically unavailable through traditional custodians. Tim outlines his "conservative underwriting" approach to mitigating risks like interest rate fluctuations and construction delays, providing a masterclass for accredited investors looking to turn their nest eggs into high-performing, tangible assets. Learn more about the Boutique Hotel Fund at https://boutiquehotelfund.com/ [https://boutiquehotelfund.com/%20] You can find their free real estate courses at https://boutiquehotelfund.com/courses [https://boutiquehotelfund.com/courses] DISCLAIMER: IRA Club does not provide investment, tax, financial, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and investments. All parties are strongly encouraged to perform due diligence and consult with the appropriate professional(s) licensed in that area before entering any investment.

The $60 Billion Alternative Asset Most Investors Have Never Heard Of - Medical Finance and nvstIRA

In this podcast, Roberta Valentine, founder of nvstIRA, breaks down medical receivables finance — a $60B alternative asset class that most self-directed IRA investors have never considered. If you're tired of tenant headaches, syndication lockups, and single-digit returns on your investments, this is the conversation you need to hear. What we cover: - Why self-directed IRA investors feel "in control" but actually aren't - The #1 mistake people make when funding alternative investments - How medical receivables work (and why insurance-backed collateral is safer than you think) - PFD Capital's structure: $25K minimum, quarterly dividends, 12-month liquidity - Due diligence checklist for ANY alternative investment - Why private equity is outperforming real estate in 2025+ Connect with Roberta via text at 216-337-3231 or learn more at http://nvstira.com