The Self-Directed Edge
The Self-Directed Edge is the podcast for investors who want their retirement capital doing more than sitting in the market.
Hosted by Joel Landon of Heritage IRA, each episode features a candid conversation with alternative asset operators, fund managers, and real estate specialists breaking down how self-directed IRAs and Solo 401(k)s can access opportunities most investors never knew existed.
From multifamily real estate and private credit to precious metals and tokenized assets, if it's alternative, Joel is talking about it.
New episodes released regularly. Educational in nature. Not investment advice. Consult your CPA or financial advisor before making investment decisions.
Episodes
11 episodes
Co-Living in a Slow Market: Investing for Utilization with Michael Hoang
When single-family flips stall and multifamily occupancy slips, where do experienced operators turn? Michael Hoang returns to The Self-Directed Edge to explain why he stepped back from both single-family and multifamily, and why purpose-built, ...
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Behind the Buy Direction Letter: How Your Self-Directed IRA Funds an Investment
You've found the investment and your IRA is funded. So what actually happens next? In this episode of The Self-Directed Edge, host Joel Landon sits down with Heritage IRA's Adria Gomez to walk through the buy direction letter process, also know...
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Purpose-Built Co-Living: A New Construction Approach to Affordable Housing w/ Michael Hoang
Real estate investor Michael Hoang returns to The Self-Directed Edge to break down an asset class that is gaining traction in today's market: new construction, purpose-built co-living. Host Joel Landon and Michael explore how this model differs...
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A Young Professional's Perspective on Self-Directed Retirement w/ Matthew Furmanek
In this episode of The Self-Directed Edge, host Joel Landon sits down with Heritage IRA team member Matthew Furmanek for a conversation on retirement planning through the eyes of a 22-year-old. Matthew shares what pushed him to start saving in ...
Demystifying Non-Recourse Loans: Real Deals, Real Numbers
Joel Landon is joined by returning guest Avram Shabanyan for part two of their conversation on non-recourse lending inside a self-directed retirement account. This episode goes beyond the basics to focus on how real deals come together, coverin...
Back to Basics: What Makes an IRA Truly Self-Directed with Mark Furmanek
What does it actually mean to self-direct your retirement account? In this episode, host Joel Landon sits down with Heritage IRA CEO Mark Furmanek for a back to basics conversation on the fundamentals of self-directed IRAs.Mark brings ov...
From 401k to Self-Directed IRA, A Client's Real Investing Journey w/ Jason Kish
Joel Landon sits down with Jason Kish, a Heritage IRA client and commercial real estate professional at Rise 48 Equity, to talk through his personal path from a single traditional 401k to building a diversified portfolio with a self-directed IR...
IRA Five-Year Rule Explained: Roth Conversions, Inherited Accounts & RMDs with JP Ruiz
The "five-year rule" is one of the most misunderstood phrases in IRA planning, and it doesn't just mean one thing. In this episode, host Joel Landon sits down with JP Ruiz of Ruiz Consulting, a longtime educator in the self-directed retirement ...
Understanding Co-Living as a Self-Directed IRA Investment Option with Michael Hoang
Self-directed IRA investors exploring alternative assets often ask how real estate equity investments actually work in practice; how funds move, what timelines look like, and how tax treatment differs from more familiar debt-based in...
Unlocking Non-Recourse Lending with Avram Shabanyan
What if the retirement dollars you already have could stretch three times further?On this episode of The Self-Directed Edge, host Joel Landon sits down with Avram Shabanyan, head of the self-directed department at Solera National Bank an...
Multifamily Real Estate: Market Insights featuring Nick Stromwall
Here's the episode description ready to paste into Buzzsprout:In the inaugural episode of The Self-Directed Edge, Joel Landon sits down with Nick Stromwall, fund manager and capital raiser at Rise 48 Equity, to break down what is actuall...