Investor's Row Podcast

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ Let’s face it: the financial headlines right now are exhausting. Between shifting global currencies, inflation that feels impossible to outrun, and constant talk about the stability of the traditional banking and investing system, a lot of hard-working people are asking themselves the exact same question: Where is my money actually safe? For decades, we’ve been told to put our faith entirely in digital numbers on a screen, Wall Street algorithms, and paper currency. Today, we are going back to the fundamentals of one of t...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ Real estate is one of those investment opportunities we know is great to have, but we don’t want to be a landlord and get those middle of the night calls about a broken toilet. (trust me on this!) Real estate is always in demand - everyone needs a place to live. And as the housing market gets more expensive, more people seem to be relying on renting in many parts of the country. But what’s amazing about alternative investments is that there are oppo...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ In this episode of the Investors Row podcast, we break down the common myth that self-directed retirement accounts are only for the wealthy. Whether you are just starting out with $5,000 or looking to diversify a smaller IRA, Ramez and Mandy reveal practical strategies for putting your retirement dollars to work. We explore various alternative asset classes including real estate, mobile homes, tax liens, and precious metals that are accessible to non-accredited investors. Learn how to partner your IRA with other investors, utilize Reg A offerings...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ This week, we're happy to welcome back Adam Barr, CPA, Partner with Miller Grossbard Advisors, LLP to navigate the complex world of retirement accounts, tax planning, and regulatory requirements. We break down the often-misunderstood UBIT (Unrelated Business Income Tax) and UDFI (Unrelated Debt-Financed Income) rules that catch many investors off guard. You will learn why a Solo 401k is often a more powerful tool than a traditional IRA for alternative investments like real estate, especially regarding tax liability. We also analyze the new provisions under...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ In this episode of the Investors Row podcast, we chat with Mario Dorizas and Reshat Sicim from Plantations International to explore the unique world of agricultural investments. As global food demand rises, we discuss why institutional investors like Bill Gates and major firms are heavily involved in the agricultural sector. You'll learn how to potentially diversify your retirement accounts with tangible assets that are not correlated with stock market volatility. We break down the specific benefits of investing in perennial tree crops like mangoes, the...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ In this episode of the Investors Row podcast, we go back to the basics of self-directed IRA investing. Many investors are stuck in traditional accounts, unaware that a self-directed retirement account is simply a powerful vehicle allowing you to invest in alternative assets, from real estate to private equity. We debunk common myths about the 'stock market only' mindset and explain why taking control of your own funds is the most underutilized path to long-term wealth. We'll walk you through the straightforward process of opening...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ Discover the secret 'Roth Waterfall' strategy used by high-net-worth investors to legally accelerate tax-free wealth growth. Learn how to stop overpaying taxes while optimizing your investment portfolio. In this episode Investors Row podcast, we dive deep into high-level tax planning and wealth architecture with Charles Dombek, founder of Axium Wealth. Many successful entrepreneurs and high-net-worth individuals are getting 'crushed' by taxes because they rely solely on standard compliance-based accounting. Charlie reveals a game-changing 'Waterfall Strategy'—a sophisticated method for allocating high-performing alternative investments into a Ro...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ In this episode of the Investors Row podcast, we dive deep into the essential members of your 'power investment team.' Building a robust self-directed retirement strategy requires more than just picking assets - it requires a specialized network of professionals who truly understand the self-directed IRA and Solo 401k landscape. You'll learn why local brokers and standard financial advisors often lack the tools to facilitate alternative investments and why having a knowledgeable CPA, specialized attorney, and experienced administrator is non-negotiable for protecting your assets. ...

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...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ 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...

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...

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...

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 fo...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ For many years, IRA Club President Dennis Blitz has been researching and learning why investors do what they do. Today, he shares some insights into how you can build a million dollar IRA. At the IRA Club, many of our clients have one - what can you lear from them? #Invest #socialsecurity #retirement #wealthbuilding 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...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ The Social Security Trust Fund is projected to run dry in the early 2030s — and when it does, benefits could be cut by roughly 20% overnight! In this episode, IRA Club President Dennis Blitz breaks down exactly how the Trust Fund works, why it's been shrinking since the 1980s, and what it means for anyone counting on Social Security as a retirement cornerstone. With rising costs, increasing life expectancy, and an uncertain workforce ahead, the message is clear: waiting on Washington isn't a retirement strategy. #Invest #so...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/

What if you didn't have to vet investment deals alone? In this episode, we sit down with Brian Davis, the Founder and self-proclaimed Real Estate Geek of Spark Rental - a co-investing club where regular people pool their money to invest in real estate deals together. We break down: - How an investment club actually works (it's not what you think) - Why community due diligence beats going it alone - The $5,000 minimum that opens doors for non-accredited investors - How to break...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ To learn more about IRA Club’s new Small Business Solutions products, visit http://iraclubsbs.com This week, we dig into the new IRA Club's new Small Business Solutions products for self-employed individuals. Our new Solo 401(k) products are designed specifically for those who work for themselves and are looking for a unique way to set themselves up for retirement. We'll share the story of one of our new clients who started his own photography business and became so successful he went all-in on it fu...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/  

In this episode of the Investors Row Podcast, powered by the IRA Club, we sit down with Randy Tate, CEO and Founder of iFlip, to explore how A.I. is transforming the retirement investing landscape.

Randy shares how iFlip’s AI-powered “Smartfolios” are designed to help investors mitigate downside risk, preserve retirement capital, and gain access to institutional-level investing tools once reserved for Wall Street elites.

We dive into the role AI can play inside self-directed retirement accounts, why missing...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ 

What’s the one retirement planning task that takes just minutes but can save your family months—or even years—of stress and legal headaches?

In this episode of The Investors Row Podcast, IRA Club President Dennis Blitz joins host Kasia Baldus to discuss one of the most overlooked aspects of retirement planning: reviewing and updating your IRA and 401(k) beneficiaries.

Many investors assume their retirement accounts will automatically go to the “right” person—but outdated beneficiary designations can override will...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/  

In this episode of the Investors Row Podcast, host Ramez Fakury sits down with Chris Reese, Founder and CEO of MJ REIT, to break down a unique alternative investment strategy that allows accredited investors to gain exposure to the cannabis industry inside a retirement account — without investing directly in cannabis itself.

Chris explains how MJ REIT focuses on cannabis-related commercial real estate, providing short-term senior mortgages to licensed operators who lack access to traditional bank financing due to federal regulations. Because the...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/

It's a new year! Which means it's time to start getting all your paperwork from 2025 in order and getting your money goals set for 2026!

In this episode of the podcast, you'll get the checklist of what you need to do to get your 2025 money goals and paperwork done and over with (including making your contributions if you haven't done so yet!) and learn what you can do to make 2026 your best money year yet!

DISCLAIMER: IRA...

To learn about IRA Club SBS and schedule a call with a team member, visit http://iraclubsbs.com 

This week on the Investors Row Podcast, IRA Club’s Ramez Fakhoury introduces IRA Club SBS: our newly launched small business retirement solutions, built to give employers and employees more control, transparency, and flexibility over their retirement savings. The team covers self-directed IRAs, Solo 401(k)s, Safe Harbor plans, Simple IRAs, and enterprise-level retirement solutions — all designed with flat-fee pricing instead of percentage-based fees.

The team dives deep into the hidden problems with traditional retirement plans — and why mos...

Schedule a free call with an IRA Club New Account Specialist: https://www.iraclub.com/podcast-link/   

What separates average retirement accounts from truly extraordinary ones?

In this episode of the Investors Row Podcast, Kasia Baldus and Dennis Blitz, founder of IRA Club, break down the three types of IRA investors—and why only one group consistently builds massive long-term wealth.

Using the famous example of Peter Thiel’s self-directed Roth IRA, Dennis explains how mindset, habits, and understanding the rules of IRAs can dramatically change what’s possible inside your retirement account. 

Disclaim...

Schedule a free call with an IRA Club New Account Specialist: https://www.iraclub.com/podcast-link/

We often talk about adding real estate into your retirement portfolio. One unique opportunity available can be found in mobile homes - especially since it can be a way to help solve America's housing crisis. But what do you need to know about mobile homes?

Joining us to talk more about this topic is Brad Johnson, Co-Founder and CIO of Vintage Capital.

Learn more about Vintage Capital at https://vintage-funds.com/

Disclaimer: IRA Club does...

Schedule a free call with an IRA Club New Account Specialist: https://www.iraclub.com/podcast-link/ In this episode of the Investor’s Row podcast, Kasia Baldus and Dennis Blitz, founder of IRA Club, unpack one of the most common—but least understood—investment vehicles: mutual funds. Dennis breaks down how mutual funds began nearly a century ago, why they exploded in popularity in the 1960s, and how hidden fee structures quietly chip away at investor returns. Dennis reveals how mutual funds generate profit—not for investors, but for the mutual fund companies themselves. He contrasts this with the transpar...

Schedule a free call with an IRA Club New Account Specialist: https://www.iraclub.com/podcast-link/   

Joining us today is Paresh Govan, the Founder and CEO of Kiwi’s Mulligan, who is building a new and unique entertainment product designed to build community and bring people together. Third spaces, spots where people can meet and connect with others outside of their homes and work, have been on the decline in America since the 1980s. Paresh and Kiwi’s Mulligan are solving a problem while also offering a unique investment opportunity to all investors. 

Learn more at https...

It seems every day we learn about some new technology that’s changing the world. Whether it’s something we use in our day to day lives or some new scientific breakthrough that might save someone’s life. Biotechnology, or biotech, is part of the very fast growing technology field. But for everyday investors, getting into the field might have seemed far-fetched. Plus, learning about the technology and knowing what it does can be so overwhelming!

As part of our mission to educate you, the investor looking at alternative investments,Sebastian Purcell, CEO of 1.2 Capita...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ 

This week on the show, Adam Barr, CPA, Partner with Miller Grossbard Advisors, LLP, joins us to demystify one of the most confusing topics in the world of self-directed retirement investing: UBIT (Unrelated Business Income Tax) and UDFI (Unrelated Debt Financed Income).

If you’re using your IRA or 401(k) to invest in real estate, private equity, or alternative assets, this conversation is a must-listen. Ramez and Adam break down the do’s and don’ts of i...

When we talk about real estate investments, we often think of multi-family properties, apartment complexes or commercial properties. But a fast growing sector of real estate investments is single family homes. Today's guest, Jason Engelman, Founder and CEO of Freaky Fast Capital Group, has built a turn-key investment business that helps investors add single family properties to their retirement portfolios. 

To learn more about FreakyFast, book a call at https://links.freakyfastcapitalgroup.com/widget/bookings/collin-campbell-personal-calendar-4jdkbrcz3  

Schedule a free call with an IRA Club New Account Specialist: https://www...

Get a copy of Dennis’s “Starting Your Own Business” guide at http://iraclub.com/podcast 

In this episode, we dive into the power and possibilities of Solo 401(k)s featuring Dennis Blitz, the founder of the IRA Club. If you’re self-employed, you’ll learn how you can leverage a Solo 401(k) to maximize tax advantages, supercharge your retirement savings, and use alternative investments to grow wealth on your terms. 

Top 3 Takeaways:

The Solo 401(k) Advantage – Learn why a Solo 401(k) can be a game-changer for self-employed individuals, offering higher contribution limits and greater ta...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ 

As we continue our education series on alternative investments, we’re digging into the world of oil and gas, an alternative investment that has evolved from exclusive to accessible, offering everyday investors new ways to diversify their portfolios. Joining us today is fourth-generation oil and gas operator Jay Young, Founder & CEO of King Operating, to discuss his insights on the industry and how self-directed investors can get involved.

To learn more about King Operating and to...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ On this episode of the podcast, Kasia Baldus sits down with IRA Club President Dennis Blitz to reveal how everyday investors can make big moves using self-directed IRAs—even if you're starting with a small account. Learn how to invest in real estate, partner with others, and even use borrowed funds to grow your retirement faster than you thought possible. You can build a retirement portfolio with your IRA, even if you don’t have the capital in it right now! 🔑 3 Major Takeaways: Max Out Early...

One of the smartest ways to grow your wealth and your impact is by investing in real-world solutions. In this episode, we look at the student housing shortage in Texas and how it’s creating unique opportunities for investors.

College towns are seeing more students than ever, but not enough places for them to live. Our guests today from Pioneer Realty Capital, Charles Williams, Owner & Managing Member, and JC Shelley, VP of Investor Relations, break down what’s driving this shortage, why it matters to investors, and how you can play a role, especially if you’re a non...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/  

Our Founder and President, Dennis Blitz, has been in the finance world for many years and has seen a few things in his time! He loves sharing his wisdom and insights to help you make sure you have a rock solid retirement plan. 

IRA Club Founder and President, Dennis Blitz, brings decades of experience in educating financial professionals, having founded the Blitz School and served as President of Dearborn Financial Publishing, America's most respected professional education provider based in Chicago.

I...

Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/ Curious about new ways to boost your rental income while making a difference? In this episode, we’re exploring ‪@PadSplit‬, a unique housing model that’s changing the conversation around real estate investing. PadSplit offers a fresh approach by blending the potential for higher returns with the mission of providing affordable housing. We’ll break down how it works, how it compares to Airbnb and traditional rentals, and what investors might want to consider before getting started.

Joining us is Ellis Tran, PadSplit’s Senior Acc...

In this episode, we dive deep into the critical process of due diligence with Chris Carsley, Managing Partner at Kirkland Financial Group. We discuss why it’s the key to securing investments. Chris shares insider insights on how investors evaluate potential deals, common red flags that make them walk away, and what founders can do to prepare for scrutiny. This conversation unpacks the strategies, risks, and must-know details that drive smart decision-making in the world of venture capital.

Key Takeaways:

In this episode of the IRA Club podcast, VP Ramez Fakhoury sits down with Randy Tate, CEO of iFlip, to discuss how AI-driven investing can help retirement account holders preserve and grow their wealth while reducing market volatility. They explore the origins of iFlip, the advantages of AI-driven smart folios over traditional investing methods, and how IRA Club members can integrate this technology into their retirement strategies. This conversation highlights the importance of diversification, the true cost of percentage-based investment fees, and why AI investing is the future.

Check out iFlipInvest.com and their...

This week, Travis Howard from travisbuyshomes.com and No Fear Investments, LLC talks about how real estate can be an integral part in a self directed retirement plan.

Learn more about Travis at http://www.travisbuyshomes.com/ and http://www.nofearinvestments.com/

Get a FREE copy of Dennis Blitz's new book at http://iraclub.com/podcast

This week on the pod, IRA Club Founder Dennis Blitz starts the new year off with some helpful tips and information regarding your self-directed retirement account. New rules have been put in place regarding IRA contributions as well as some upcoming changes to social security. Dennis shares some insight that will help you get your 2025 retirement planning off on the right foot!

As we reach the end of 2024, there's a lot going on in the news that might impact your money and what you do to build up for retirement in the new year. Joining Kasia Macioch-Baldus to talk about this is the IRA Club's Dan Bamford. They'll dig into all the headlines and talk about how this new administration might impact your money.

Get your FREE copy of Dennis Blitz's latest book, "Money Making Ideas for Your IRA and Solo 401(k)" at http://iraclub.com/podcast