What The "System" Doesn't Want You To Know About the $40 Trillion Sitting in Retirement Accounts | Kaaren Hall E351

The Rich Somers Report

Rich Somers

Business, Entrepreneurship, Investing

5 • 910 Ratings

🗓️ 27 May 2025

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

What if the biggest opportunity in real estate and entrepreneurship is hidden inside your retirement account—and no one told you? In this episode of The Rich Somers Report, Rich sits down with Kaaren Hall, founder and CEO of uDirect IRA Services, to break down how investors can unlock the $40 trillion locked inside retirement accounts using self-directed IRAs. Rich and Kaaren discuss: How to legally use your IRA or 401(k) to invest in real estate, private equity, and boutique hotelsThe differ...

Transcript

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0:00.0	We say invest in what you know best. So if you are a real estate expert and it's something that you know,
0:06.1	or if maybe you've been in the mortgage industry and you know notes and you want to buy performing
0:10.4	and non-performing debt, you can do that. So invest in what you know really well. There are other asset classes.
0:15.9	I can go on and on. But you invest in what you know. And then you've got a better idea of what the risks are and how to
0:23.2	how to navigate that. Welcome to the Rich Strummers Report where we talk real estate, business,
0:29.2	and wealth building, all while keeping it real. No fluff, no BS. I hope that you enjoy the show.
0:39.4	All right, guys, welcome to another episode of The Report today.
0:44.0	We got some sunshine out here in Southern California, and I feel like it is officially,
0:48.6	officially the start of summer week at Memorial Day weekend coming up, and I am so, so excited.
0:53.2	But I am even more excited for our special guests today.
0:56.3	Joining me live in the studio, she's doing big things in the financial space.
1:01.4	She's going to teach us all about what the system doesn't want you to know about the $40 trillion is locked up in retirement accounts.
1:09.3	She is the CEO and founder of UDirect IRA services.
1:12.9	Over a billion dollars with a B assets and a management.
1:16.4	We got my girl, Karen, welcome to the show.
1:19.8	Hey, Rich.
1:20.1	Thanks a lot.
1:20.8	Yeah, appreciate you coming on.
1:22.4	And it's just a short jump up the street from Orange County down here.
1:25.8	So thank you for coming on. I like long time coming.
1:28.2	I just breathed down. I couldn't believe there's no traffic. Yes, I know. Okay. So first things first.
1:32.8	Yeah. There's a lot of stuff going on right now in the economy. There's a big shift in demographics that's
	...

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