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 experience to use. The solution was an untapped market for both her skills and her investors’ self-directed IRAs. She has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs.
[00:01] – [07:48] Opening Segment
- Insight into the episode
- Introduction to the guest for the episode, Kaaren Hall
- Kaaren’s background
- Career as a radio announcer
- Getting into real estate
- Loan servicing
- Finding herself in the field of self-directed IRAs
[07:49] – [20:53] How to Build Your Business
- Launching uDirect IRA services
- Difference between a Trust company and a bank
- Building her team
- Hiring the right people for the right roles
- Lessons they learned as they built their business
[20:54] – [23:39] Final Four Segment
- Kaaren’s advice to aspiring investors
- Invest early, and often
- How she stays on top of her game
- Her way to make the world a better place
- Reach out to our guest– see links below
- Final words
Tweetable Quotes:
“Invest early and often. You’re gonna make mistakes, but if you don’t invest, you’re not gonna win, and if you don’t win, you’re not winning in life.” – Kaaren Hall
“If you have a JOB, that’s gonna cover your expenses. But if you want to build wealth, you have to invest. You might stub your toe, but you’re gonna learn.” – Kaaren Hall
Resources Mentioned:
- uDirect IRA Services
- Shoe Dog – Phil Knight
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Follow Kaaren on Linkedin. Visit their website at https://udirectira.com/ or send an email at info@udirectira.com.
Connect with me:
I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.
Call: 901-500-6191
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Email me --> sam@brickeninvestmentgroup.com
