Today’s episode is an absolute must-listen for anyone eager to take charge of their financial future and break free from the Wall Street roller coaster. We’re joined by Kaaren Hall, the founder and CEO of U Direct IRA Services, and a true force in the world of Self Directed IRAs. With a background rooted in real estate, mortgage servicing, and loan origination, Kaaren brings over a decade of hands-on experience empowering investors to diversify their retirement funds beyond conventional stocks and bonds.

Throughout this informative conversation, Kaaren unpacks the opportunities and realities of self-direction. She shares her journey from the mortgage industry to building her own self-directed IRA firm, and reveals how investors are using these accounts to tap into real estate, private credit, precious metals, syndications, and even cryptocurrencies.

Kaaren also tackles the myths and misconceptions about diversification as sold by Wall Street, emphasizing the importance of understanding your investments and taking full responsibility for your financial decisions. Practical, step-by-step advice is offered on how to open, fund, and invest through a self-directed IRA, as well as how to avoid common tax pitfalls like UBIT and UDFI.

Whether you’re looking to reposition idle retirement assets or just want to raise your financial IQ, Kaaren’s expertise will help illuminate the path toward greater control and smarter diversification.

In this episode, we discuss:

• The basics of self-directed IRAs and how they work

• Real-world myths and truths about investment diversification

• Tax considerations such as UBIT and UDFI

• How to select and perform due diligence on alternative assets

Click here to learn more: https://pantheoninvest.com/episode184