Looking Beyond the Public Market, Where Has Financial Literacy Gone?

Welcome back to another episode of the richer geek podcast today we have Eric Satz. Eric is a serial entrepreneur, early-stage investor. What he did is he discovered tax advantaged retirement accounts that can be used for long term potentially high return investments. And he wasn't happy about how long the investments took. So, what do you do when you're not happy? You start your own company, and do it the way that you think you should accomplish it. So, he started Alto, which is company that helps people invest in alternative assets to take control their IRA money, and their future. I think all of you will be very interested in listening to this.

 

In this episode, we’re discussing…

 

  •        [2:14] About the details that made him say “I need to start my own thing”, and say: I’m so dissatisfied

 

  •        [9:20] Why is it makes sense to do a self-directed IRA

 

  •        [14:02] About Alto, his company to help people invest in alternative assets

 

  •        [14:21] How can we teach people that might be confused with price and value

 

  •        [19:30] Why is not a job from ‘Alto’ to tell you what to invest in

 

  •        [21:37] How did he make it easier when Alto gives you an idea of all the different types of things that you can do for your self-directed IRA

 

  •        [24:44] What is a kind of a base or there’s an amount in your IRA that you could tell our investors or our listeners when they maybe start investing into self-directed

 

  •        [26:50] Should there be a Cap on your IRA investments?

 

  •        [29:55] When can we get the taxes, get a percentage of it, is it differed?

 

  •        [31:20] The importance to have a great portfolio diversification, there’s no shortcut, requires patience, diligence and homework

 

Resources from Eric

Alto IRA.com | YouTube | LinkedIn | Twitter | Facebook | Instagram

 

ABOUT ERIC SATZ

When it comes to investing, serial entrepreneur and early-stage investor Eric Satz, is a firm believer in personal autonomy. So when Eric discovered tax-advantaged retirement accounts could be used for long-term, potentially high-return investments, he began investigating the process. But after his first investment took months instead of minutes to complete, Eric knew there had to be a better way. He started Alto, a company that helps people invest in alternative assets to take control of their IRA money—and their future.

Nichole Stohler