Apr 24, 2019
If you want to know some options to open the door to alternative investments and also understand a little bit more about self-directed IRA, you have to listen to Curtis talking to Eric Satz. Eric is an entrepreneur, former investment banker, and CEO of Altoira. His company brings people the access and help they need to invest in what they want using their IRA savings.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Eric Satz
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Show Notes
- Eric's background - 0:52
- Self-directed IRA - 2:11
- Empowering every investor with the ability to know their financial future - 3:55
- The private market investment returns - 7:17
- The different stages of ALTO - 8:13
- Supporting people on how to invest in private companies - 9:27
- How investing had changed over the years - 10:00
- The biggest change in the alternative investments market in the last few years - 11:00
- What are alternative assets - 12:26
- Retirement money is long-term money - 13:21
- IRA and 401(K) - 14:20
- Crowdfunding platforms as investment platforms - 14:46
- The universal opportunity zone - 16:00
- Eric talks about his professional career as a former banker - 18:30
- Eric's experience teaching kids - 22:20
- The importance of listening to podcasts to know more about the financial industry - 27:25
- Looking for ways to improve your capital - 30:12
- You always need to create value first - 32:29
- The best way to know more about "Altoira" - 33:20
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