Long-Term IRA & 401(k) Investing with Scott Maurer

Want to invest by using your retirement fund? In today’s episode, we’re going to dive into them!  Scott Maurer is the Director of Business Development for Advanta IRA.  Scott shows individuals how to use their IRAs and 401(k)’s to invest in multifamily real estate and also help syndicators realize the potential to raise capital from the trillions sitting in their retirement accounts.  Scott is a licensed attorney in the State of Florida and works with individuals and companies nationwide.

 

[00:01][03:57] Opening Segment

 

  • Let’s get to know today’s guest, Scott Maurer
  • Scott talks about self-directed IRAs and 401(k)s
  • Why People Use their Retirement Fund More

 

[03:58][11:05] Long-Term IRA & 401(k) Investing

 

  • Things to Remember in Taking Out IRA Funds
  • Time Components
  • Doing what they can do upfront
  • How to Connect with Prospective Partners
  • Scott talks shares his strategy in connecting with people
  • Debt Partnerships

 

[11:06][17:37] Communicating Challenges

 

  • Complications in IRAs and 401(k)s
  • Capital Raising versus Self-Directed Accounts
  • The Challenge of Syndications and Documents
  • Why Communication is Important in Investing

 

[17:38][20:06] Final Four Segment

 

  • Scott’s advice to aspiring investors
    • “Grow your network, meet people and ask questions.”
  • How Scott stays on top of his game
    • Doing due diligence in what he is investing in
  • Scott’s way to make the world a better place
    • Investing in people
  • Reach out to our guest – see links below
  • Final words

 

Resources Mentioned

 

 

Tweetable Quotes

 

“Understanding that time component is gonna be lengthier than someone just writing to you a check out of their savings account.” – Scott Maurer

 

“Most syndicators do an excellent job in communicating… but sometimes the communication falls through.” – Scott Maurer

 

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Connect with Scott Maurer through: smaurer@advantaira.com, LinkedIn, and 727-581-9853 ext. 1123.  Check out Advanta IRA Services, LLC through http://www.AdvantaIRA.com, Youtube, and Facebook.

 

Connect with me:

 

I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.

 

Facebook

 

LinkedIn

 

Like, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on.  Thank you for tuning in!

 

Email me → sam@brickeninvestmentgroup.com

 

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