The IRA Cafe
The IRA Cafe
Podcast Description
Welcome to The IRA Café, the podcast where retirement planning feels as warm and inviting as your favorite coffee shop. Hosted by Jasmine Trocchia of American IRA, this show is all about making your financial future approachable, empowering, and maybe even a little fun.
When you’re saving for retirement, you’re investing—it’s as simple as that. But did you know you have a choice about what your money is invested in? While most traditional plans keep your funds in the stock market through mutual funds and individual stocks, sometimes it pays to think outside the stock market. That’s where The IRA Café comes in.
This podcast is your guide to exploring alternative investments through self-directed IRAs. Whether you’re a beginner dipping your toes into retirement planning, an experienced saver ready to diversify, or an entrepreneur looking for innovative ways to grow your wealth, this show is for you.
Our mission is simple: to demystify alternative investing and make it accessible to everyone. Each episode breaks down the intimidating concepts of self-directed IRAs and opens the door to exciting opportunities like real estate, private equity, precious metals, venture capital, hedge funds, oil and gas interests, private lending portfolios, and more.
But it’s not just about the technical details—we’re here to change how you think about your money. We’ll share real-life success stories, actionable strategies, and insights that fit your unique financial journey. With straightforward tips and zero financial jargon, we make retirement planning feel like a conversation with a friend.
Whether your dream retirement includes financial independence, the freedom to travel, or the chance to leave a legacy for your loved ones, The IRA Café will help you get there. Tune in every other week as we break down the rules of self-directed IRAs, explore creative investment options, and make planning your financial future a little easier—and a lot more enjoyable.
Your path to retirement should be as unique as you are, and The IRA Café is here to help you chart the course. Pull up a chair, grab your favorite brew, and join us for a fresh take on retirement planning.
Podcast Insights
Content Themes
The podcast discusses alternative investments through self-directed IRAs, covering topics such as real estate trends, private equity, and personal finance strategies, with examples including detailed discussions on the benefits of debt validation funds and the current rental market dynamics.
Welcome to The IRA Café, the podcast where retirement planning feels as warm and inviting as your favorite coffee shop. Hosted by Kyle Moody of American IRA, this show is all about making your financial future approachable, empowering, and maybe even a little fun.
When you’re saving for retirement, you’re investing—it’s as simple as that. But did you know you have a choice about what your money is invested in? While most traditional plans keep your funds in the stock market through mutual funds and individual stocks, sometimes it pays to think outside the stock market. That’s where The IRA Café comes in.
This podcast is your guide to exploring alternative investments through self-directed IRAs. Whether you’re a beginner dipping your toes into retirement planning, an experienced saver ready to diversify, or an entrepreneur looking for innovative ways to grow your wealth, this show is for you.
Our mission is simple: to demystify alternative investing and make it accessible to everyone. Each episode breaks down the intimidating concepts of self-directed IRAs and opens the door to exciting opportunities like real estate, private equity, precious metals, venture capital, hedge funds, oil and gas interests, private lending portfolios, and more.
But it’s not just about the technical details—we’re here to change how you think about your money. We’ll share real-life success stories, actionable strategies, and insights that fit your unique financial journey. With straightforward tips and zero financial jargon, we make retirement planning feel like a conversation with a friend.
Whether your dream retirement includes financial independence, the freedom to travel, or the chance to leave a legacy for your loved ones, The IRA Café will help you get there. Tune in every other week as we break down the rules of self-directed IRAs, explore creative investment options, and make planning your financial future a little easier—and a lot more enjoyable.
Your path to retirement should be as unique as you are, and The IRA Café is here to help you chart the course. Pull up a chair, grab your favorite brew, and join us for a fresh take on retirement planning.
Welcome back to another episode of the IRA Cafe podcast! In this dynamic installment, Kyle Moody, Business Development Manager at American IRA, sits down with special guest Carter Wilcoxson, founder of Epic Services Company.
Carter shares his personal journey into estate and family succession planning, detailing how a family experience inspired him to launch Epic and make advanced estate planning accessible to everyday Americans, not just the ultra-wealthy. Together, Kyle and Carter discuss how Epic’s platform streamlines the process for advisors, attorneys, and clients, offering a one-stop shop approach and providing tools for professionals to simplify and modernize estate planning while strengthening their client relationships.
You’ll also learn about the integration of American IRA with Epic’s services, including how self-directed retirement accounts and charitable giving strategies can expand client options. Carter emphasizes the importance of values alongside financial legacy, encouraging clients to preserve their stories and wisdom for future generations. Whether you are an advisor looking to better serve your clients or an individual navigating your own estate planning journey, this episode delivers both insight and inspiration.
Key takeaways:
- Family-Centered Planning: Carter Wilcoxson founded Epic based on first-hand experience with family fracturing after a loss, underscoring the importance of proper succession planning for preserving harmony and protecting loved ones.
- Advisor Empowerment: Epic provides financial advisors with a comprehensive suite of tools—combining estate planning attorneys, onboarding specialists, and more—allowing them to act as the quarterback for clients’ legacy planning needs and look like the “hero of the story.”
- Digital Transformation: Epic began offering digital estate planning solutions before COVID, positioning the company to adapt seamlessly during the pandemic; its platform now blends online and live events to maximize education and outreach.
- Seamless Integration with Self-Directed IRAs: The partnership between Epic and American IRA gives clients a powerful way to use qualified retirement funds for a range of investments, including private equity, real estate, and capital raises, enhancing control and flexibility.
- Legacy Stories and Values Preservation: Beyond financial assets, Epic’s platform enables clients to document their personal histories and core values, ensuring that future generations inherit both wealth and the wisdom that created it, anchored by its innovative “Legacy Stories” onboarding process.
Tune in to this episode for a deep dive into the evolving landscape of estate and legacy planning, how education is at the heart of these services, and why your values matter as much as your valuables. Whether you’re preparing to protect your family’s legacy, interested in self-direction for your retirement accounts, or looking to empower your clients, there’s valuable information here for everyone on their journey.
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