Kaaren Hall, CEO of uDirectIRA - Leveraging self-directed IRAs as a vehicle to invest & build wealth

Kaaren Hall despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com.

HIGHLIGHTS FROM THE EPISODE

00:00 – Intro

00:57 – Welcome Kaaren to the show

02:14 – She talks about her Background

05:43 – Transition in Self-Directed IRA World

07:52 – She talks about her transition into being an Entrepreneur

09:28 – The scariest experience of her life

13:41 – The importance of Self-Directed IRA

21:33 – She talks about her company 

23:20 –Her thoughts on Private Equity

29:36 – Her Advice 

31:40 – Final thoughts

CONNECT WITH THE GUEST

LinkedIn information:

https://www.linkedin.com/in/kaarenhall/

CONNECT WITH THE HOST

Marta is a mom of two boys, healthcare strategist by day, and real estate investor by night.

Connect on LinkedIn: https://www.linkedin.com/in/marta-cie...

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