

Ep. 90 Lending and Notes with your Self-Directed IRA & 401K
Feb 28, 2023
Mat and Mark discuss lending and notes with your Self-Directed IRA and 401K, offering tips to avoid bad investments and legal trouble. They also cover the benefits of being a lender, the importance of diversification in retirement accounts, and due diligence when lending money. The hosts highlight the significance of proper paperwork and negotiating tactics in real estate and private lending, and warn against the risks of lending money without security.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Lending and Notes with Self-Directed IRAs
01:52 • 3min
Cereal, Retirement Accounts, and Investment Strategies
05:04 • 2min
Using IRAs and 401ks as Lenders for Real Estate Deals
06:53 • 5min
The Importance of Due Diligence in Lending Money
11:43 • 3min
The Importance of Proper Paperwork and Negotiating Tactics in Real Estate and Private Lending
15:08 • 20min
The Risks of Lending Money with No Security and Broker Bundling
35:26 • 3min