Today on the podcast we are talking about Self Directed IRAs and the CARL Self Directed IRA that is now live on the CARL app. Joining us is John Bowens from Equity Trust, our partner in this offering. We talk about self-directed IRAs and the benefit of alternative investments like the hedge funds available with CARL.

Episode Highlights:

0:00 – Intro and about the guest, John Bowens
2:01 – About Equity Trust
4:37 – What is a Self Directed IRA?
9:11 – Three reasons people want Self Directed IRAs
14:09 – What the set-up process is like with CARL and Equity Trust and what all you get access to
24:29 – Digitization, the changing investments landscape, and how it applies to Equity Trust accounts
29:30 – How to get started with CARL Self Directed IRA

About the Guest

John Bowens

John has been a self-directed IRA investor for over 15 years and has extensive knowledge of the self-directed IRA/401(k) process. Personally mentored by Equity Trust founder Dick Desich, John has crafted a compelling educational curriculum that delves deep into the technical aspects of investing within a self-directed IRA. John incorporates real-world case studies, current-market-focused applications and excites, energizes, and engages audiences. His specialty is assisting individual investors purchase real estate and various other alternative assets with a self-directed IRA, 401k or other retirement account.

Links & Resources

Download the CARL App ​for iOS
Download the CARL App for Android
Learn more about CARL’s Denali Strategy

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Alternative investments for the digital age!

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REVEALED: Best Gold Backed IRA

Investing can be a daunting process for many people, but with the help of the Invest with CARL Podcast, you can learn more about making smart investments. The Invest with CARL Podcast is a weekly podcast hosted by Carl White, a financial expert and entrepreneur. On the podcast, Carl interviews experts in the financial world and shares his own insights on how to make smart investments. One of the topics that Carl has been exploring recently is the introduction of the CARL Self Directed IRA.

The CARL Self Directed IRA is a retirement account that gives investors the freedom to invest in a variety of assets, including stocks, bonds, real estate, and more. This type of account is different from a traditional IRA, as it allows investors to have more control over their investments. With a CARL Self Directed IRA, investors can make their own decisions about where to invest their money and how much to invest.

The Invest with CARL Podcast has been covering the CARL Self Directed IRA in detail, helping investors understand the ins and outs of the account. In addition to explaining the basics of the account, Carl also interviews experts in the field to get their perspective on the benefits and risks of investing with a CARL Self Directed IRA. The podcast also covers topics such as tax implications, diversification, and more.

Investing can be a complicated process, but with the help of the Invest with CARL Podcast, investors can learn more about the CARL Self Directed IRA and make informed decisions about their investments. With Carl’s help, investors can gain the knowledge and confidence needed to make smart investments and secure their financial future.