Unlocking Your Retirement with Safeguard Advisors cover art

Unlocking Your Retirement with Safeguard Advisors

Unlocking Your Retirement with Safeguard Advisors

Written by: newaccounts
Listen for free

About this listen

 Welcome to Unlocking Your Retirement, the podcast where we dive deep into the world of self-directed retirement investing. In this series, we explore the tools, strategies, and opportunities available to investors seeking greater control over their retirement funds.


Join us as we sit down with experts from Safeguard Advisors, a leading provider in self-directed IRA and Solo 401(k) solutions, to demystify how alternative assets—from real estate to private equity—can play a powerful role in your financial future. Whether you’re a seasoned investor or just starting to explore your options beyond traditional stocks and bonds, this podcast will equip you with the insights and confidence you need to build a retirement portfolio that aligns with your goals.


Tune in to learn:


How Self-Directed IRAs and Solo 401(k)s work


IRS rules and compliance essentials


Investment opportunities outside Wall Street


Real-world case studies and success stories


Tips for working with custodians and administrators like Safeguard Advisors


Take control of your retirement—one informed decision at a time.Copyright 2025 All rights reserved. Economics Personal Finance
Episodes
  • Episode 12: Beyond Wall Street: Private Placements with Your SDIRA

    Episode 12: Beyond Wall Street: Private Placements with Your SDIRA
    Sep 2 2025

    Discover how self-directed retirement accounts can give you access to private placement investments typically reserved for sophisticated investors. In this episode, we break down what private placements are, why they can be a powerful addition to your portfolio, and the rules you need to follow to stay compliant. Whether you’re seeking diversification beyond Wall Street or aiming for higher potential returns, this discussion will guide you through the strategies, benefits, and risks of investing in private offerings using your IRA.
    Show More Show Less
    7 mins
  • Episode 11: Forget Wall Street: Invest in Main Street

    Episode 11: Forget Wall Street: Invest in Main Street
    Aug 18 2025

    Discover how you can use your Self-Directed IRA or Solo 401(k) to invest in private businesses beyond Wall Street. From understanding IRS rules to identifying opportunities and avoiding pitfalls, we’ll break down everything you need to know to diversify your retirement portfolio with private company investments.
    Show More Show Less
    6 mins
  • Episode 10:UBIT Blockers 101: What Every SDIRA Investor Should Know

    Episode 10:UBIT Blockers 101: What Every SDIRA Investor Should Know
    Aug 11 2025

    Could a simple structure save your SDIRA thousands in taxes? Discover how a UBIT Blocker works, when you need one, and why it might be the key to maximizing your investment returns.
    Show More Show Less
    7 mins
No reviews yet