In this informative episode of the Big Mike Fund Podcast, “Big Mike” Zlotnik welcomes Owen Lynn from Advanta IRA. With a decade of experience at institutional giants like Merrill Lynch and TD Ameritrade, Owen now helps investors break free from the limitations of traditional brokerages by utilizing Self-Directed IRAs (SDIRAs).
Whether you are a brokerage leader looking to scale or a real estate investor tracking California's inventory shifts, this episode provides institutional-grade insights into the “Big Block” way of doing business.
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Timestamps
0:00 – Intro: Mike Zlotnik Welcomes Owen Lynn
0:19 – Owen’s Background: From Merrill Lynch to Advanta IRA
3:06 – Why Florida is the New Hub for Finance & Wealth
5:45 – The Limitation of Traditional Custodians (Merrill, TD, Scottrade)
10:12 – Investing in Alternatives: Real Estate, Notes, and Private Equity
15:30 – Understanding the “Self-Directed” Difference
18:15 – Resources for SDIRA Research & Compliance
19:20 – How to Connect with Owen Lynn & Advanta IRA
Connect with Owen:
OLynn@AdvantaIRA.com
AdvantaIRA.com/Owen-Lynn/
LinkedIn – in/owen-lynn-5b2a1685/
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Email: 📧 invest@tempofunding.com
*ABOUT US*
At Tempo Family of Funds & Syndications, we provide diversified, conservative commercial real estate investment opportunities tailored to meet the needs of busy investors. Our offerings include high depreciation deals, strong income funds for passive investors, and hard money loans. We manage everything from private lending to private equity and consulting. Our commitment to transparent communication, professional administration, and robust partnerships sets us apart. Our investment options span multifamily projects, self-storage, shopping plazas, industrial, hotel conversions, and more. We aim to be your go-to resource for institutional-quality investments that are tax-friendly and IRA-compatible.
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