Teaching Tax Flow: The Podcast

In this episode, we sit down with Scott Maurer of Advanta IRA to discuss Self-Directed Individual Retirement Accounts (IRAs).
Scott has over a decade of experience in the self-directed retirement industry. In this episode, he shares his expertise on the basics of Self-Directed IRAs, the types of investments you can make with them, and how they differ from traditional IRAs.

We start by asking Scott to explain a Self-Directed IRA and how it differs from a traditional IRA. He goes on to explain that Self-Directed IRAs allow you to invest in a wide range of assets beyond the typical stocks, bonds, and mutual funds that traditional IRA custodians offer. With a Self-Directed IRA, you may be able to invest in alternative assets such as real estate, private equity, private debt, precious metals, and more.
Scott also shares some of the most popular investments with Self-Directed IRAs, including real estate and more.

Overall, this episode is a must-listen for anyone interested in learning more about Self-Directed IRAs and how they can be used to diversify your retirement portfolio. So, join us for this informative discussion with Scott Maurer.

Episode Guest:
Scott Maurer, CISP
Advanta IRA
Director of Business Development
P: 800-425-0653 or 727-581-9853 x1123

Episode Sponsor:
Legacy Lock (www.teachingtaxflow.com/legacy)
DISCOUNT CODE: Enduring1295

Creators & Guests

Chris Picciurro
Founder, Teaching Tax Flow
John Tripolsky
VP of Marketing, Teaching Tax Flow
Scott Maurer
Director of Business Development, ADVANTA IRA

What is Teaching Tax Flow: The Podcast?

Welcome to “Teaching Tax Flow: The Podcast”, the show that’s all about demystifying taxes and helping you keep more of your hard-earned income in your pocket.

Hosted by tax experts from the Teaching Tax Flow team, this unfiltered (but clean) podcast is designed to empower you with the knowledge and tools you need to confidently navigate the world of taxes. We’ll cover everything from understanding tax laws and regulations to maximizing deductions and credits.

In each episode, we’ll break down a specific tax-related topic in a clear and accessible way, providing practical tips and strategies you can use to optimize your tax situation. We’ll also answer listener questions, share the mic with amazing guests, and share real-world examples to help illustrate key concepts.

Whether you’re a freelancer, small business owner, real estate investor, or just looking to understand your taxes better, this podcast is for you. So tune in, take notes, and start building your confidence in taxes today.

Produced and hosted by Teaching Tax Flow.