Understanding how to structure alternative investments, manage self directed IRA’s and the role of life insurance are the many topics we cover in this episode.

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

 

To learn more about the Prosperity Economics Movement

http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode

 

Links and Resources from this Episode

• Send an email to Kim to get a self directed email template from her.
• • [email protected] Subject line: Self Directed Email
• https://prosperityeconomicsadvisors.com/memberships/pem-honorary
• www.partners4prosperity.com

 

Show Notes

• Talking about self directed IRA’s - 1:28
• Understanding the role of the custodian - 4:55
• Breaking down the fees and why some costs are higher - 8:00
• Send Kim an email to get a email template about self directed IRA’s - 9:20
• Why you need to be a guide as an advisor - 13:33
• Adding alternative investments to your practice - 15:00
• When you may want to introduce alternative investments to clients - 18:58
• Kim’s video explaining alternative investments at www.partners4prosperity.com - 21:50
• Understanding the transform membership - 23:19

 

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