#926 Retire Smarter: Unlocking the Power of Self-Directed IRAs with Kaaren Hall
Real Estate Investing for Cash Flow with Kevin Bupp
Kevin Bupp
4.9 • 675 Ratings
🗓️ 28 July 2025
⏱️ 23 minutes
🧾️ Download transcript
Summary
Kaaren Hall, founder and CEO of uDirect IRA Services. Kaaren’s been in the real estate and financial services space for over two decades, and she’s helped thousands of investors take control of their retirement accounts by investing outside the stock market, into things like real estate, private placements, notes, and more. We cover the basics of self-directed IRAs, the opportunities and limitations, the biggest myths, and some of the advanced strategies that even experienced investors may not be fully taking advantage of.
Connect with Kaaren: https://udirectira.com/
Highlights:
01:00 – What Exactly Is a Self-Directed IRA?
03:00 – Getting Started: Open, Fund, Invest
07:00 – Using Leverage in a Self-Directed IRA
10:00 – Syndications & Due Diligence
15:00 – The Rules You Can't Break
19:00 – New Roth Rules & Low Fees
Quote: “Self-directed IRAs are a piece of the puzzle in your retirement and it’s the piece that gives you the freedom to invest in what you know best.”
Recommended Resources:
- Accredited Investors, you’re invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club!
- If you’re a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.
- Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.
- Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.
Transcript
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| 0:00.0 | You've been searching for the best way to generate passive income in your life and heard that real estate is a great way to do it. |
| 0:09.4 | But you're tired of all the so-called gurus who are all talk and no substance. |
| 0:15.3 | Get ready to celebrate because Kevin Buck has spent 14 years successfully making it happen. This is the Real Estate |
| 0:22.8 | Investing for Cash Flow podcast. Now, here's Kevin Bup. Hey guys, Kevin Bup here. I'm going to welcome |
| 0:31.6 | to another episode of the Real Estate Investing for Cash Flow podcast. We're missions that will be |
| 0:35.6 | built and maintain massive amounts of cash flow through |
| 0:38.4 | income producing real estate investments. |
| 0:40.6 | Now, today's guest is someone who's been helping real estate investors unlock one |
| 0:44.8 | the most powerful but often misunderstood tools in building long-term wealth, and that's |
| 0:49.3 | a self-directed IRA. |
| 0:50.6 | Now, guys, today I'm joined by Karen Hall, founder and CEO of UDirect IRA Services. |
| 0:56.8 | She's been in a real estate and financial services space for over two decades. |
| 1:01.1 | She's been able to help thousands of investors take control of their retirement accounts by |
| 1:05.3 | investing outside the stock market into alternative investments, such as, you know, real |
| 1:09.2 | estate, private placements, you know, |
| 1:11.7 | notes and and much, much more. So we'll go through that today. But, you know, I think in today's episode, and I had Karin on many, many years back, it's been, you know, many years. So looking forward to getting updates from her. But, you know, I think in today's episode, we're going to, you know, we'll go through some of the basics for those that are just, you know, brand new to real estate, |
| 1:10.7 | don't know what a self-directed IRA is. |
| 1:11.9 | So we'll cover some of the basics for those that are just, you know, brand new to real estate, don't know what a self-directed IRA is. |
| 1:29.2 | So we'll cover some of the basics of self-directed IRAs, maybe discuss some of the opportunities and maybe some limitations associated with, you know, with this vehicle. And, you know, maybe even cover some of the biggest myths that are out there, right? just really give you guys a full spectrum and general understanding of self-directed |
| 1:27.5 | IRAs and the power behind this vehicle. So without further ado, I'd like to welcome Karin Hall to the show. How you doing? Kevin, nice to be back. Yeah, thank you. Excited to have you here. Again, it's been a number of years. So excited to get caught up with you and just talk shop. So how about we, let's just back it up a little bit. Well, again, I gave you the brief introduction. |
| 1:44.6 | I know there's a little bit more. so excited to get caught up with you and just talk shop. So how about we let's um let's just back it up a |
| 2:01.8 | little bit. Well again, I gave you the brief introduction. I know there's a little bit more probably to your story. Fill in the blanks force if you would take a few minutes. And again, just for those that aren't familiar with you that don't know who you are. And what does you do? Tell us a more about yourself. |
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