In today’s episode of The Truly Diversified Show, Ben is joined by Ramez Fakoury, Vice-President of IRA Club.

During the conversation, Ben and Ramez challenge common assumptions about traditional investment vehicles and introduce a lesser-known alternative that could reshape how people think about retirement savings. They explore the concept of taking control away from mainstream financial institutions and opening doors to more diverse investment opportunities. 

The discussion unpacks the practical side of making this shift, including how cost structures can impact long-term returns and why understanding fees matters more than many realize. You’ll be guided through the steps involved in transitioning retirement funds, highlighting the ease of the process despite common fears and misconceptions. The conversation also touches on the importance of personalized support and customer service in navigating these financial choices.

This episode offers an insightful look at breaking free from conventional wisdom and taking more active control of financial futures. Start exploring how a self-directed IRA could help you build wealth on your terms. Head to IRA Club or connect with Ramez to take the next step. 

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Key takeaways:

• An introduction to IRA Club, which offers flexibility in investing retirement dollars in alternative assets like real estate, land syndications, private equity deals, and life settlements.

• The common reasons people avoid self-directed IRAs, including lack of education, artificial restrictions from financial advisors, and the fear of making prohibited transactions.

• The three-step process of setting up an account with IRA Club: opening the account, funding the account, and choosing investments. 

• The challenges of working with other self-directed IRA companies and the advantages of IRA Club’s hands-on approach.

• The importance of understanding alternative investment options and the role of IRA Club in providing flexible and cost-effective solutions.

• And much more…

Guest Bio:

Ramez Fakhoury is the Vice President of IRA Club, where he applies over two decades of experience across hospitality, financial services, and real estate to help clients unlock the power of alternative investments. Passionate about financial independence, Ramez is dedicated to educating individuals on the benefits of self-directed IRAs and empowering them to take control of their retirement planning. He delivers a white-glove customer service experience, personally guiding clients through the setup and management of their accounts. Known for his entrepreneurial mindset and market insight, Ramez believes in the importance of portfolio diversification and is committed to helping others achieve their long-term financial goals through strategic, self-directed investing.

Resources:

Ramez’ LinkedIn

IRA Club

Life Asset, LLC

Disclaimer: 

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of The Truly Diversified Show or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.