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Kaaren Hall is the President of uDirect IRA Services in Tustin, California. Kaaren helps people use their retirement accounts to invest outside of wall street into real estate, private stock, loans and much more!
Questions Discussed:
1) Is self-directing for everyone?
2) What are the steps to self-directing an IRA?
3) How long does the process take?
Contact Info:
Email Address: [email protected]
Website: www.uDirectIRA.com
Bonus Material:
ExitCoachRadio.com - Great Advice from Great Advisors!
The Econologics Institute provides financial education on financial and transition planning to owners of
professional practices. Through their Private Practice Millionaire Academy, they empower private practice
professionals to achieve financial prosperity and wealth. Today's talk is on how a private practice owner can
build a business to sell for maximum value.
Questions discussed:
What is the product of a financial advisor?
What is results-based financial planning?
What is results-based transition planning?0
Contact info:
Email Address [email protected]
Website www.pchristophermusic.com
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to this Master Certified Executive Coach as she explains how the questions make all the difference.
Transcript:
Bill: An effective coach can change your game and can change your life. Here's expert Moty Koppes.
Moty: People, when they come to coaching, they have already thought about what they want or what they have been dealing with. But, what is happening, where coaching is different from any other profession, is not just asking a question and really wanting to have an answer, it's asking such a powerful question that it's going to shift the frame of reference about who they are, their belief system, their knowledge of themselves, and how they perceive themselves. So by shifting their frame of reference, then they have what it takes, and all they have to do is apply that in order to get to where they want to be.
ExitCoachRadio.com - Great Advice from Great Advisors!
From the publisher's feed
Go to BPLOL.com for Bill's Humor Column "BlackPapers" on Substack.
On Exit Coach Radio, Bill interviewed over 1,200 advisors, 20 min each, always relevant, offering clarity and solutions for Business and Life issues.