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How can self-directed IRAs unlock new pathways for your investment strategy?

Scott welcomes Paul Herbes from Equity Trust to discuss how self-directed IRAs, Roth conversions, and real estate 401(k)s empower investors to take control of their financial future.

They explore timely strategies for navigating today’s market, the potential impacts of AI, trends in industrial real estate, and the art of becoming a successful passive investor.

WHAT TO LISTEN FOR
05:09 – Timely strategies: End-of-year moves to offset capital gains
10:08 – 2025 outlook: Interest rates, tariffs, and industrial real estate growth
15:12 – Roth conversions: Leveraging taxes for long-term growth
25:18 – 1031 exchanges: Debunking myths about its future

GUEST: PAUL HERBES
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