From Self-Directed IRAs to Subscription Agreements: The Mechanics of Alternative Investing (Ep 67)
The Unconventional Investor · Michelle Moses, CFP®
Audio is streamed directly from the publisher (pdcn.co) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this solo episode, Michelle gets into the nuts and bolts of investing in alternative assets. If you’ve ever wondered how difficult the logistics are to invest outside your traditional brokerage, this episode is for you. Michelle breaks down the logistics of alternative investing—from setting up self-directed IRAs to filling out subscription agreements—so you can feel confident taking the next step toward portfolio diversification.
What You’ll Learn in This Episode:
- The Basics of Alternative Investing: Why more investors are looking beyond stocks and bonds.
- Self-Directed IRAs Explained: How they work, when to use them, and why they might save you money on fees.
- Subscription Agreements: What they are and how to complete them.
- Investment Timelines: How long it takes to move from decision-making to execution.
- Cash vs. IRA Investments: Key differences in process and paperwork.
Take the quiz - How Alternative Assets Can Fit in Your Portfolio
Related Episode - How to Use Self-Directed Accounts to Invest with CNB Custody
Ready for the next step?
- Subscribe to the Podcast: pod.link/1671924778
- Don't forget to leave a review!
- Follow Michelle for more financial tips:
- Instagram: michelle.e.moses
- Website: www.mefinancial.net
Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.