Dream Big and Think Different Podcast

Dr Gautam Gulati

Welcome to another episode of Dream Big Think Different Podcast where our mission is to inspire , impact and empower millions of people I am your host Dr Sachin Maskey We have a special guest today who is another Dreamer Dr Guatam Gulati or Dr G and has a very inspiring story that we all need to hear and learn . I am very honored and privileged and very excited / thrilled to have extraordinary Dr G to have in our podcast show . How are you and where are you located ?

Bio / Intro - In short he is Doctor / Entrepreneur / Award winning Producer / innovator/ Investor Professor / Writer / Health artist

As a polymath doctor, Dr. G creatively blends his passion for health, innovation & storytelling to create positive impact. He speaks, writes, invests, advises, teaches, produces, and builds cool things (mostly in health.

Dr. G is currently the Founder of The Well Home and Well Played, and has over 20 years of hands-on experience as an award-winning innovation executive for a number of globally recognized brands and products - both inside and out of healthcare.

He is a serial entrepreneur, advises numerous companies, and teaches the art of innovation at Johns Hopkins, Duke, and Singularity Universities. He has been invited to deliver hundreds of keynotes to help change the way leaders think at Marriott, American Express, Roche, Merck, LG, TEDx, and many more globally recognized brands. Dr. Gulati brings 20+ years of hands-on innovation expertise having delivered more than 300 talks in over 30 global cities creating a positive impact for millions of people like you.

Dr. G received his MD and MPH from The George Washington University, and MBA from Johns Hopkins University. He is currently getting certified as an Interior Designer with a focus on 'wellness'. Dr. G resides in Great Falls, VA enjoying outdoor adventures with his wife, two children, and dog.

To learn more about Dr.G's work or to book him as a motivational speaker, visit: www.iamdrg.com. To learn more about his new venture called The Well Home, visit: www.thewellhome.co To listen to his award-winning storytelling audio docuseries on human resiliency, visit: www.superhumans.health Connect with Dr.G on LinkedIn at www.linkedin.com/in/gautamgulati, and follow him on Twitter @drgautamgulati

Dr.G is a health artist on a mission to make chronic illnesses optional by applying the science of healthy design to our homes.

Topics - Innovation, Creativity, & Health

Health is a story over time, not a point in time - Dr G

Question

WHo is Guatam Gulati and why is he here in this world ? What was your childhood dream ? WHo and what inspire you and drives you to be productive everyday Doctor and why do you change from Doctor to outside medicine ? What were you struggles and what did you learn from your mistake MEdical school - 1996-2000 MBA - 2003-2007

WHy Medicine and Why

Gulati Group / Ventures- 2010 Why and how did you get started

Speaking - Motivational speaking - Why and how did you get started Keynote speaker on Innovation , Creativity and Storytelling

Well home- Why and what is your long term goal

Superhumans Podcast- WHy people need to listen and what the mission WellPlayed Story is the best form of medicine

Innovation - We are Innovating now what / 5 principle Apply intersection thinking Design for the system Explore the interstitium Design for simplicity , automate behaviors Commit , then figure it out

What is your dream now Biggest win in your life and how do you define success Where can people find you and what is 1 thing you want to share or share your wisdom/

Welcome to "Dream Big, Think Different" on our YouTube channel! We are thrilled to introduce our new guest, Mauricio, a visionary entrepreneur and the founder and CEO of Premier Law Group, a prestigious boutique securities law firm.

Mauricio is a nationally recognized expert on private placements, working closely with elite entrepreneurs to help them increase and safeguard their wealth through syndications. His specialization in Reg D exempt offerings has made him a go-to resource for investors worldwide, guiding them through the complexities of securities laws. Renowned for his ability to simplify intricate matters, Mauricio is often jokingly referred to as one of the few lawyers who actually speaks English.

As a regular contributor to "The Real Estate Guys™ Radio Show," Mauricio serves as Robert Helms' personal advisor. Twice a year, he joins Ken McElroy and "The Real Estate Guys™" to educate hundreds of students in the 'Secrets of Successful Syndication,' a comprehensive course on raising capital for entrepreneurs. Additionally, Mauricio shares the stage with esteemed figures like Robert Kiyosaki (best-selling author of "Rich Dad, Poor Dad"), Tom Hopkins, Peter Schiff, and others as a faculty member of the prestigious 'Summit at Sea' event.

A graduate of the University of California at Berkeley, Mauricio earned his Juris Doctorate degree from Loyola Law School in Los Angeles.

Join us as we explore Mauricio's journey and learn from his expertise in syndications and securities laws. Discover how he empowers entrepreneurs to navigate the world of investments and build lasting wealth. Subscribe to our channel and hit the notification bell to stay updated with our latest content, featuring exceptional individuals like Mauricio.

Click the play button now to learn more from Dr. Sachin and Mauricio today!

Key Points From This Episode:

0:00 Introduction

2:06 Who is Mauricio and why is he in this world

3:33 What was you childhood dream

8:26 Who and what inspired to be productive every single day

10:42 Journey from 1999 in a firm named Keesal, Young and Logan

11:44 What was your reason to start it

13:30 What is syndication and the three things you talk about

18:52 What are the top questions to ask you syndicators and sponsors

26:03 What are the few legal documents investors should be aware of

31:41 What are the Red flags you should look in syndication

35:26 About his E-book about the 5 things every syndicator must do to avoid jail

41:53 Where can people find you & One advice you want to share

Key Takeaways!

"Anybody can put together a fancy pitch deck and a business plan. The question is, can the person execute it?" Mauricio Rauld

"Take a moment to step outside of the box and look at your life. Look at where you want to be in 20 years. I guarantee you, 20 years will be here before you know it."

Mauricio Rauld

Connect with Mauricio Rauld!

Website:https://www.premierlawgroup.net/

Email: [email protected]

Social Media:

LinkedIn: https://www.linkedin.com/in/mauricio-rauld-esq-b2929870/

Youtube Channel: https://www.youtube.com/channel/UCnPedp0WHxpIUWLTVhNN2kQ

Twitter: https://twitter.com/Mauricio_Rauld

Instagram:https://www.instagram.com/mauriciorauld/?hl=en

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Disclaimer

NO INVESTMENT, FINANCIAL, LEGAL OR TAX ADVICE

The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Dream Big and Think Different podcast or sachinmaskeymd.com is not licensed in the insurance or securities industries and is not in the business of selling, soliciting, or negotiating the sale of any insurance contract, security or other investment vehicle. Dream Big and Think Different podcast or sachinmaskeymd.com does not recommend the purchase of any particular security, insurance contract, alternative investment, real estate or other investment vehicle, and nothing in this video, podcast, publication or any other product or service provided by Dream Big and Think Different podcast or sachinmaskeymd.com shall be deemed to constitute the solicitation, recommendation, endorsement or offer of any such item in this or in any other jurisdiction in which such recommendation, solicitation or offer would be unlawful under the securities or insurance laws of such jurisdiction. Dream Big and Think Different podcast or sachinmaskeymd.com does not opine on the likely return of any investment vehicle, on the comparative advantages of one investment vehicle over another, nor on the tax treatment or legal protections afforded to any investment vehicle.

Before making any investment or other significant financial decision, viewers should consult with qualified and licensed professionals, who will assess the appropriateness of the decision in light of each individual's specific goals, experiences and financial status. Viewers should also conduct their own research and due diligence prior to any investment or other significant financial decision.

To the maximum extent permitted by law, Dream Big and Think Different podcast or sachinmaskeymd.com disclaims any and all liability in the event any information, commentary, analysis, opinions, advice and/or statements contained in this video prove to be inaccurate, incomplete or unreliable. Viewers' use of any information contained in this video is at their own risk.

Welcome to the "Dream Big Think Different Podcast" hosted by the dynamic Sachin Maskey! In this episode, we have the honor of featuring a special guest who has transformed the real estate industry with his innovative strategies and unwavering determination – Jason Hartman, the CEO of Empowered Investor and Real Estate Tools.

Join us as we embark on an inspiring conversation with Jason, a true visionary who defied the odds and began his real estate journey at the young age of 19 while still in college. With minimal resources but fueled by passion, he not only brokered properties for clients but also invested in his own portfolio, setting the stage for an extraordinary career.

Through sheer creativity, persistence, and hard work, Jason rapidly climbed the ranks of Realtors in the U.S., eventually joining the esteemed top one-percent. Along the way, he garnered prestigious industry awards and achieved remarkable financial success, becoming a young multi-millionaire.

Jason's entrepreneurial spirit led him to acquire a real estate brokerage firm in Irvine, California, which he expanded to impressive heights before it was acquired by Coldwell Banker. His dedication and business acumen positioned him as a successful entrepreneur, public speaker, author, and media personality.

Not content with his own success, Jason is committed to empowering others in their pursuit of financial independence. He developed the Complete Solution for Real Estate Investors, an innovative approach that educates and assists investors in making prudent investments nationwide. Jason's highly sought-after educational events, speaking engagements, and his incredibly popular "Creating Wealth Podcast" have inspired and empowered hundreds of thousands of people in 164 countries worldwide.

Beyond his professional achievements, Jason believes in the power of giving back to the community. He understands that in order to break the cycle of financial dependence caused by misguided policies, financial literacy and self-reliance are crucial. Join us as we explore how Jason's philanthropic endeavors and his unwavering commitment to building strong personal relationships contribute to a brighter future for all.

Get ready for an engaging and thought-provoking episode of the "Dream Big Think Different Podcast" as Sachin Maskey delves into Jason Hartman's incredible journey and his game-changing approach to real estate investing. Don't miss this opportunity to gain valuable insights, expand your mindset, and discover how to make your dreams a reality. Tune in now and embark on a transformative journey with us! Contact Jason Hartman: https://www.linkedin.com/in/jasonhartmaninvestor/

Welcome to the captivating world of "Dream Big, Think Different Podcast"! Join host Dr.Sachin Maskey as he engages in an insightful conversation with our extraordinary guest, Dr.Tom Burns. Check out our Podcast site- https://sachinmaskeymd.com/podcast/ Tom is an entrepreneur, retired orthopedic surgeon, and physician for the United States Ski Team, and has an inspiring story to share. As the co-founder of RNB Capital Partners and Presario Ventures, he has made significant strides in the world of real estate, overseeing multimillion-dollar projects and providing investors with opportunities for cash flow and capital appreciation. In this episode, we'll dive into Tom's journey, exploring his experiences and expertise in both medicine and real estate. Our focus will be on Tom's bestselling book, "Why Doctors Don't Get Rich," which delves into the financial aspects of living life to the fullest. Join us as we uncover the secrets of building passive income and achieving financial freedom. Tom's insights and wisdom will shed light on alternative paths to wealth and success. Whether you're a doctor, an aspiring entrepreneur, or simply someone seeking financial independence, this conversation is sure to inspire and empower you. Don't miss out on this enlightening episode of "Dream Big, Think Different." Hit the subscribe button and turn on notifications to stay updated with our latest content. Get ready to dream big, think differently, and embark on a journey towards a brighter financial future! Find Dr.Tom Burns at https://www.linkedin.com/in/tom-burns...

Welcome to the dynamic world of "Dream Big, Think Different Podcast! Join host Sachin Maskey as he engages in an illuminating conversation with our esteemed guest, Clint Coons.

Clint Coons is a founding partner of Anderson Law Group, a legal and tax firm that has flourished under his leadership, boasting over 400 employees. With his expertise in real estate investing and solid entity structuring, Clint has assisted countless investors in creating and implementing effective strategies. Drawing from his personal experiences, including growing up in a real estate family, Clint has personally acquired over 100 properties, ranging from single-family homes to commercial buildings.

In addition to his thriving legal career, Clint is a prolific writer and educator. His vast collection of articles, videos, and workbooks on real estate investing and asset protection has provided invaluable guidance to aspiring investors. He recently authored the book "Asset Protection for Real Estate Investors" and has another new book titled "Next level Real estate asset protection." Clint's insights, backed by real-life examples, empower investors with knowledge on what truly works and what to avoid.

Beyond his professional accomplishments, Clint has built a strong online presence with his YouTube channel, boasting an impressive 177k subscribers, 397 videos, and a remarkable 9 million views. His dedication to sharing his expertise and helping others achieve financial success is evident in his engaging content.

Join us for this enriching episode of "Dream Big, Think Different." Discover Clint's innovative and dynamic strategies that have saved millions of dollars and enabled individuals to build real wealth. Subscribe to our channel and hit the notification bell to stay updated with our latest episodes, featuring extraordinary individuals like Clint.

Welcome to the "Dream Big, Think Different Podcast" hosted by Dr.Sachin Maskey! In this inspiring episode, join us as we delve into the journey of Preetha Prabhakar, a visionary social entrepreneur, innovator, and advocate for women's empowerment.

Preetha, the CEO and Founder of SELWII, a for-profit company dedicated to empowering underprivileged women worldwide, is on a mission to create meaningful opportunities and transform lives. As a board member of Tamil Women International (TWI), she extends her support to Tamil Women Entrepreneurs globally.

With a remarkable career spanning over 23 years, Preetha's expertise in business acumen, management, technology, finance, and ESG is unparalleled. She also holds the esteemed position of President and General Partner at Nanban ESG Solutions, where she continues to help farmers and drive sustainable change.

In this episode, discover Preetha's unique perspective on integrating sustainability into business strategies and creating a positive social impact across diverse industries. Subscribe to our channel and join us on this thought-provoking journey of "Dream Big, Think Different." Let's be inspired to think differently, dream bigger, and become catalysts for a better future! Key Points From This Episode:

-Bio of Preetha

-Who is Preetha and Why is she in this world?

-Why she chose USA & life in USA

-What does Corporate America look like?

-The journey of SELWII

-Why Preetha choose Nanban and the birth of ESG Solution?

-Preetha's Spirtual Journey & Nepal

Connect with Preetha! LinkedIn: https://www.linkedin.com/in/preetha-prabhakar-mba-7a08b114/ _______________________________________________________________________________ Disclaimer NO INVESTMENT, FINANCIAL, LEGAL OR TAX ADVICE The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Dream Big and Think Different podcast or sachinmaskeymd.com is not licensed in the insurance or securities industries and is not in the business of selling, soliciting, or negotiating the sale of any insurance contract, security or other investment vehicle. Dream Big and Think Different podcast or sachinmaskeymd.com does not recommend the purchase of any particular security, insurance contract, alternative investment, real estate or other investment vehicle, and nothing in this video, podcast, publication or any other product or service provided by Dream Big and Think Different podcast or sachinmaskeymd.com shall be deemed to constitute the solicitation, recommendation, endorsement or offer of any such item in this or in any other jurisdiction in which such recommendation, solicitation or offer would be unlawful under the securities or insurance laws of such jurisdiction. Dream Big and Think Different podcast or sachinmaskeymd.com does not opine on the likely return of any investment vehicle, on the comparative ad

Welcome to the Dream Big and Think Different podcast. In this episode, Dr. Sachin Mаskey interviews Simon Vandi is a Fund Manager, Managing Principal at Manhattan Crypto Capital, Managing Partner at Fortress Capital Management and Founder/Owner at Ecovdam a 350-man Management and technological Consultancy firm.

Simon Vandi is a philanthropist and Entrepreneur with over 24 years' experience as a seasoned Investment Banking Professional, Data Scientist, and compliance GURU across 15 Regulationsimpacting Financial Institutions including Hedge Funds, VC Firms and Crypto Fund Managers. He has led global initiatives on Compliance, M&A, VC Advisory, Advance Derivatives, Hedge Fund, Fund Research and Data Science for Tier one Fortune 50 companies globally such as Deutsche Bank, ABN AMRO, Royal Bank, Union Bank Switzerland, HSBC, Bank of New York etc . His past remit included joint accountability M&A integration of £72 Billion AUM. He has also brokered new business relations with revenue potentials over £10 Billion AUM. Simon has been an Adviser and Programme Director Trainer to 50 financial institutions across EMEA region and Speciality Coach at Investment Fund Secrets.

Click the play button now to learn more from Dr. Sachin and Simon Vandi today!

Key Points From This Episode:

• Who is Simon and his mission

• What was a childhood dream

• What inspires Simon everyday

• What is ESG

• What is DEI

• What were the reasons for founding Ecovdam

• What is the philanthropic mission

• What struggles were encountered along the way

• What is success

• What is the biggest win

• How to connect Simon

Key Takeaways!

"Humanity is over everything."

Simon Vandi

"The process is not about money, it's about helping people."

Simon Vandi

"Surround yourself with people who know what they're doing."

Simon Vandi

"Don't get angry or frustrated when someone says no. It doesn't mean they don't believe in you, they're safeguarding their reputation."

Simon Vandi

"Success is achieving the one goal that you were created for, and achieving that goal, once I have achieved it, I consider myself successful."

Simon Vandi

"Whatever you do in life, remembering your legacy is extremely important."

Simon Vandi

Connect with Simon!

LinkedIn: https://www.linkedin.com/in/simon-vandi-a971632/

_______________________________________________________________________________

Disclaimer

NO INVESTMENT, FINANCIAL, LEGAL OR TAX ADVICE

The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Dream Big and Think Different podcast or sachinmaskeymd.com is not licensed in the insurance or securities industries and is not in the business of selling, soliciting, or negotiating the sale of any insurance contract, security or other investment vehicle. Dream Big and Think Different podcast or sachinmaskeymd.com does not recommend the purchase of any particular security, insurance contract, alternative investment, real estate or other investment vehicle, and nothing in this video, podcast, publication or any other product or service provided by Dream Big and Think Different podcast or sachinmaskeymd.com shall be deemed to constitute the solicitation, recommendation, endorsement or offer of any such item in this or in any other jurisdiction in which such recommendation, solicitation or offer would be unlawful under the securities or insurance laws of such jurisdiction. Dream Big and Think Different podcast or sachinmaskeymd.com does not opine on the likely return of any investment vehicle, on the comparative advantages of one investment vehicle over another, nor on the tax treatment or legal protections afforded to any investment vehicle.

Before making any investment or other significant financial decision, viewers should consult with qualified and licensed professionals, who will assess the appropriateness of the decision in light of each individual's specific goals, experiences and financial status. Viewers should also conduct their own research and due diligence prior to any investment or other significant financial decision.

To the maximum extent permitted by law, Dream Big and Think Different podcast or sachinmaskeymd.com disclaims any and all liability in the event any information, commentary, analysis, opinions, advice and/or statements contained in this video prove to be inaccurate, incomplete or unreliable. Viewers' use of any information contained in this video is at their own risk.

Welcome to the Dream Big and Think Different podcast. In this episode, Dr. Sachin Mаskey interviews Rahul Chaudhary, the CEO of CG Corp Global and CG Hospitality Holdings, a Nepalese multinational conglomerate with a 140-year heritage and over 13,000 employees.

The company encompasses diverse industries, including FMCG, hospitality, finance, banking, and telecom. Under Rahul's leadership, CG Hospitality has become a renowned hospitality brand with 134 hotels and resorts in 12 countries and 93 destinations. Rahul has earned global recognition for his visionary leadership, strategic planning, and exemplary results in the hospitality industry. He has also been listed as one of the 25 most powerful hoteliers by India's prestigious Hotelier magazine for three consecutive years. In his time, Rahul enjoys sports and music. In addition, he is actively involved in philanthropic activities through the Chaudhary Foundation to promote social business and education development in remote areas.

Click the play button now to learn more from Dr. Sachin and Rahul Chaudhary today!

Key Points From This Episode:

• Who is Rahul and his mission

• What was a childhood dream

• What inspires Rahul everyday

• How Rahul overcomes struggles and pressure

• What was Ruhal's reason to come to the U.S.

• What were the prerequisites for starting a hotel business

• What prompted the launch of the NFT project

• What are the strategies for achieving the goals

• What is Choudhary Foundation's mission

• What are the ways to connect Rahul

Key Takeaways!

"If you play a team sport, you can't win on your own."

Rahul Chaudhary

"If you really want to grow in your personal experience of knowledge and wisdom, you have to go there and do it yourself."

Rahul Chaudhary

"You have to live life to be happy, and you have to live life to bring harmony."

Rahul Chaudhary

Connect with Rahul!

Website: https://cgcorpglobal.com/

https://www.cghospitalityglobal.com/

Social Media

Instagram: https://www.instagram.com/_rahulchaudhary_/

Facebook: https://www.facebook.com/Rahul577

LinkedIn: https://www.linkedin.com/in/rahul-chaudhary-838754ba/

_______________________________________________________________________________

Disclaimer

NO INVESTMENT, FINANCIAL, LEGAL OR TAX ADVICE

The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Dream Big and Think Different podcast or sachinmaskeymd.com is not licensed in the insurance or securities industries and is not in the business of selling, soliciting, or negotiating the sale of any insurance contract, security or other investment vehicle. Dream Big and Think Different podcast or sachinmaskeymd.com does not recommend the purchase of any particular security, insurance contract, alternative investment, real estate or other investment vehicle, and nothing in this video, podcast, publication or any other product or service provided by Dream Big and Think Different podcast or sachinmaskeymd.com shall be deemed to constitute the solicitation, recommendation, endorsement or offer of any such item in this or in any other jurisdiction in which such recommendation, solicitation or offer would be unlawful under the securities or insurance laws of such jurisdiction. Dream Big and Think Different podcast or sachinmaskeymd.com does not opine on the likely return of any investment vehicle, on the comparative advantages of one investment vehicle over another, nor on the tax treatment or legal protections afforded to any investment vehicle.

Before making any investment or other significant financial decision, viewers should consult with qualified and licensed professionals, who will assess the appropriateness of the decision in light of each individual's specific goals, experiences and financial status. Viewers should also conduct their own research and due diligence prior to any investment or other significant financial decision.

To the maximum extent permitted by law, Dream Big and Think Different podcast or sachinmaskeymd.com disclaims any and all liability in the event any information, commentary, analysis, opinions, advice and/or statements contained in this video prove to be inaccurate, incomplete or unreliable. Viewers' use of any information contained in this video is at their own risk.

Welcome to the Dream Big and Think Different podcast. In this episode, Dr. Sachin Mаskey interviews Navaneet Koirala is an American-Nepali entrepreneur and philanthropist.

He has over 15 plus years of professional experience in Finance and Accounting from Big 4 Accounting firms and Fortune 500 Companies before he started his entrepreneurial journey as a Day Trader and Tax Advisor. He believes the biggest gift that we can pass on to others is knowledge of wisdom through spirituality and your learning experience.

Click the play button now to learn more from Dr. Sachin and Navaneet (Nick) Koirala today!

Key Points From This Episode:

• Who is Nick and his mission

• What was a childhood dream

• What inspired Nick to create The K Foundation

• What is his global mission and vision

• What is the strategy for raising a fund

• What are the five laws of money

• What inspires Nick every day

• How to contact Nick

Key Takeaways!

"Every day is a process, and when you get to your one dream, you want to think about another dream."

Navaneet (Nick) Koirala

"To bring change, you have to come up with trauma, without trauma you won't change."

Navaneet (Nick) Koirala "If you start saving in small things, you won't reach your goals. Think beyond pennies, learn how to invest and grow your money." Navaneet (Nick) Koirala

Connect with Navaneet!

Website: https://kfoundationglobal.org

https://koiralacapital.com

Linkedin: https://www.linkedin.com/in/navaneet-nick-koirala-36b57b113/

_______________________________________________________________________________

Disclaimer

NO INVESTMENT, FINANCIAL, LEGAL OR TAX ADVICE

The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Dream Big and Think Different podcast or sachinmaskeymd.com is not licensed in the insurance or securities industries and is not in the business of selling, soliciting, or negotiating the sale of any insurance contract, security or other investment vehicle. Dream Big and Think Different podcast or sachinmaskeymd.com does not recommend the purchase of any particular security, insurance contract, alternative investment, real estate or other investment vehicle, and nothing in this video, podcast, publication or any other product or service provided by Dream Big and Think Different podcast or sachinmaskeymd.com shall be deemed to constitute the solicitation, recommendation, endorsement or offer of any such item in this or in any other jurisdiction in which such recommendation, solicitation or offer would be unlawful under the securities or insurance laws of such jurisdiction. Dream Big and Think Different podcast or sachinmaskeymd.com does not opine on the likely return of any investment vehicle, on the comparative advantages of one investment vehicle over another, nor on the tax treatment or legal protections afforded to any investment vehicle.

Before making any investment or other significant financial decision, viewers should consult with qualified and licensed professionals, who will assess the appropriateness of the decision in light of each individual's specific goals, experiences and financial status. Viewers should also conduct their own research and due diligence prior to any investment or other significant financial decision.

To the maximum extent permitted by law, Dream Big and Think Different podcast or sachinmaskeymd.com disclaims any and all liability in the event any information, commentary, analysis, opinions, advice and/or statements contained in this video prove to be inaccurate, incomplete or unreliable. Viewers' use of any information contained in this video is at their own risk.

Welcome to the Dream Big and Think Different podcast. In this episode, Dr. Sachin Mаskey interviews Alex Perny, a native Floridian and a graduate of Eckerd College in St. Petersburg, Florida.

As an 11-year veteran of the self-directed IRA industry, there are a few alternative assets that he has not had a hand in structuring within IRAs. Throughout his tenure with Advanta, he has worked with clients on over 1,200 different deals ranging from single-family homes, multi-family partnerships, private securities, and mortgage lending. Working to help clients realizes their goals of true diversity within their retirement portfolios continues to drive Alex to discover new ways to invest.

Click the play button now to learn more from Dr. Sachin and Alex Perny today!

Key Points From This Episode:

• What is a Self-directed IRA

• What types of Self-directed IRAs are available

• What are some alternative investments

• How to set up an LLC

• How to deal with a 401(K)

• What are examples of prohibited investments

• How to contribute to an IRA

• How to contact Alex

Key Takeaways!

"Just because something is better doesn't necessarily mean it will do you the most good."

Alex Perny

"It's never too late to start, and there's usually always a good fit for someone out there."

Alex Perny

Connect with Alex!

Website: https://www.advantaira.com/self-directed-ira/

email: [email protected]

Phone: 7277549954

Podcast: The Alternative Investing Advantage

_______________________________________________________________________________

Disclaimer

NO INVESTMENT, FINANCIAL, LEGAL OR TAX ADVICE

The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Dream Big and Think Different podcast or sachinmaskeymd.com is not licensed in the insurance or securities industries and is not in the business of selling, soliciting, or negotiating the sale of any insurance contract, security or other investment vehicle. Dream Big and Think Different podcast or sachinmaskeymd.com does not recommend the purchase of any particular security, insurance contract, alternative investment, real estate or other investment vehicle, and nothing in this video, podcast, publication or any other product or service provided by Dream Big and Think Different podcast or sachinmaskeymd.com shall be deemed to constitute the solicitation, recommendation, endorsement or offer of any such item in this or in any other jurisdiction in which such recommendation, solicitation or offer would be unlawful under the securities or insurance laws of such jurisdiction. Dream Big and Think Different podcast or sachinmaskeymd.com does not opine on the likely return of any investment vehicle, on the comparative advantages of one investment vehicle over another, nor on the tax treatment or legal protections afforded to any investment vehicle.

Before making any investment or other significant financial decision, viewers should consult with qualified and licensed professionals, who will assess the appropriateness of the decision in light of each individual's specific goals, experiences and financial status. Viewers should also conduct their own research and due diligence prior to any investment or other significant financial decision.

To the maximum extent permitted by law, Dream Big and Think Different podcast or sachinmaskeymd.com disclaims any and all liability in the event any information, commentary, analysis, opinions, advice and/or statements contained in this video prove to be inaccurate, incomplete or unreliable. Viewers' use of any information contained in this video is at their own risk.