Join Big Mike on the Big Mike Fun Podcast as he welcomes Matt Calhoun, Director of Business Development at Equity Trust, the leading self-directed IRA custodian.
In this episode, Matt dives into the latest trends shaping alternative investments, including the rise of crypto, precious metals, real estate, and debt funds. He explores how Equity Trust is adapting with new asset classes, educational efforts like IRA University, and innovative options like the Universal IRA. From navigating market volatility and tax considerations like UBIT/UDFI to spotting opportunities in a shifting economic landscape, Matt offers actionable insights for investors.HIGHLIGHTS OF THE EPISODE00:00 – Welcome to the BigMikeFund Podcast00:19 – Guest Intro: Matt Calhoun
01:29 – Industry Overview and Growth
02:38 – Asset Classes in Self-Directed IRAs
04:49 – Trends in Investment Preferences
06:45 – Shift Back to Real Estate
08:12 – Precious Metals and Market Trends
09:25 – Equity Trust’s Educational Efforts
11:42 – Market Volatility and Self-Directed IRAs
13:02 – Product Innovations
15:44 – UBIT/UDFI Tax Considerations
19:43 – Institutional vs. Retail Divisions
23:03 – Universal IRA Option
25:03 – How to Connect with Equity Trust
25:33 – Book Recommendation
26:28 – Final Thoughts on Cash Flow and Investing
30:11 – Closing Remarks
If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out http://www.tempofunding.com.CONNECT WITH US:Website: http://www.tempofunding.comYoutube: https://www.youtube.com/channel/UCnJkdVoOsUy85ydkmot9iVA
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CONNECT WITH THE GUEST
Email: m.calhoun@trustetc.com
Phone: 239-333-4461
Website: https://www.trustetc.com/
Full Transcript:
Mike Zlotnik: Welcome to the BigMikeFund Podcast. I'm the Big Mike, Mike Zlotnik, and today it is my pleasure and privilege to welcome Matt Calhoun from the Equity Trust. Hey Matt
Matt Calhoun: Hey, Mike. Thanks for having me.
Mike Zlotnik: Thanks for coming on our podcast. Matt is the director of business Development at the Equity Trust, and we are going to talk about latest and greatest in the world of IRA Custodians equity trust.
Uh, you think you're the largest IRA custodian unless somebody else acquired other shops got bigger than you. If I remember correctly, you were the largest of self-directed custodians, so I'll turn the floor over to you. What's new with you personally? Always you know about you and the family first, and then we will move into the business. What's latest and greatest?
Matt Calhoun: Yeah, things are, things are good, things are busy. Uh, I have three kids at home, so all three kids under the age of six. Um, with six rental properties that I self-manage as well as full-time job here at equity. So, you know, definitely using my time wisely, um, each day.
So things are good there. Um, as, as far as like the industry as a whole, it keeps us busy. Um, we're growing. Getting into different asset classes and just finding ways to, to get word out. Um,…