Episode 35: Real Estate Investing 🏡 Using Self-Directed IRAs

Special Guests:

Tara Krieg – SR. Mortgage Loan Officer at AmeriFirst Financial:

Tara is not only a SR Mortgage Loan Officer but also a Certified Financial Coach. To learn more about Tara’s services check out: https://www.tkteam.us/

Daniel Ortega- Head of Retail Sales at Vantage Retirement Plans LLC, CISP Certificated

Daniel helps people invest in alternative assets (ie. Real Estate) using self-directed IRAs. To learn more about how Daniel helps people grow their wealth schedule a phone call: https://calendly.com/dortega-3/phone-appointment?month=2020-08

Bernadette Espinosa – VP at Lawyers Title

Bernie shares her knowledge on today’s Real Estate Market along with her personal experience using Self-Directed IRAs.

Lindsay Shaw – VP at FirstBank

Lindsay shares options that FirstBank offers for leveraging your self-directed IRA to obtain a loan for that investment property you’re looking to buy!



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