Unlocking Your Retirement with Safeguard Advisors
Welcome to Unlocking Your Retirement, the podcast where we dive deep into the world of self-directed retirement investing. In this series, we explore the tools, strategies, and opportunities available to investors seeking greater control over their retirement funds. Join us as we sit down with experts from Safeguard Advisors, a leading provider in self-directed IRA and Solo 401(k) solutions, to demystify how alternative assets—from real estate to private equity—can play a powerful role in your financial future. Whether you’re a seasoned investor or just starting to explore your options beyond traditional stocks and bonds, this podcast will equip you with the insights and confidence you need to build a retirement portfolio that aligns with your goals. Tune in to learn: How Self-Directed IRAs and Solo 401(k)s work IRS rules and compliance essentials Investment opportunities outside Wall Street Real-world case studies and success stories Tips for working with custodians and administrators like Safeguard Advisors Take control of your retirement—one informed decision at a time.
Episodes
Discover how you can use your Self-Directed IRA or Solo 401(k) to invest in private businesses beyond Wall Street. From understanding IRS rules to identifying opportunities and avoiding pitfalls, we’ll break down everything you need to know to diversify your retirement portfolio with private company investments.
Could a simple structure save your SDIRA thousands in taxes? Discover how a UBIT Blocker works, when you need one, and why it might be the key to maximizing your investment returns.
Thinking about adding cryptocurrency to your retirement portfolio? In this episode, we break down how a Self-Directed IRA (SDIRA) can give you the flexibility to invest in Bitcoin, Ethereum, and other digital assets—while maintaining the tax advantages of a traditional or Roth IRA.
We’ll cover:
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How SDIRAs make crypto investing possible
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The custodians and platforms involved
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Common pitfalls and how t...
If you’ve heard the term “Backdoor Roth” and felt confused, don’t worry—you’re not alone! In this episode, we’ll explain exactly what the Backdoor Roth strategy is, why it exists, and how it can help you build tax-free retirement savings—even if you earn too much to contribute to a Roth IRA directly.
We’ll also talk about how it works with Self-Directed IRAs and Solo 401(k)s, and why this option can give you more control over where...
Curious how savvy investors use their retirement accounts to tap into high-yield opportunities? In this episode, we dive into the world of Tax Liens and Tax Deed investing—a lesser-known but potentially lucrative strategy. Learn how to use a Self-Directed IRA or Solo 401(k) to purchase these investments, the risks and rewards involved, and what to watch out for in different states. Whether you're new to self-directed investing or l...
In this episode, we dive deep into one of the most powerful real estate investment strategies out there: BRRRR – Buy, Rehab, Rent, Refinance, Repeat. Whether you're new to real estate or looking to scale your portfolio, this episode breaks down each phase of the BRRRR method and how savvy investors use it to build long-term wealth with minimal capital.
We’ll cover:
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How the BRRRR strategy works, from start to finish
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Real-wor...
Thinking about taking control of your retirement savings as a self-employed professional or small business owner? In this episode, we break down the Solo 401(k)—what it is, how it works, who qualifies, and why it can be a game-changer for maximizing tax benefits and long-term growth. Whether you're a freelancer, entrepreneur, or side hustler, this is your crash course on one of the most powerful retirement plans available.
Explore the critical rules and common pitfalls surrounding prohibited transactions in self-directed retirement accounts (SDIRAs). This podcast breaks down complex IRS guidelines, highlights real-world examples, and helps you safeguard your investments by staying compliant. Perfect for investors, advisors, and anyone managing their own retirement strategy.
Unlock the power of self-directed retirement investing with checkbook control. This podcast dives into the strategies, rules, and real-world benefits of using checkbook-controlled LLCs within self-directed IRAs and Solo 401(k)s. Whether you're new to alternative investments or a seasoned pro, we break down complex topics into clear, actionable insights to help you take full control of your financial future.
Learn how to take control of your retirement funds and invest in real estate using a self-directed retirement account (SDIRA). This podcast is your practical guide to the rules, strategies, and step-by-step processes for using tax-advantaged accounts to build long-term wealth through real estate.
Welcome to Unlocking Your Retirement, the podcast where we dive deep into the world of self-directed retirement investing. In this series, we explore the tools, strategies, and opportunities available to investors seeking greater control over their retirement funds.
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