Ep. 10: A New Model For Diversification

Dan Kryzanowski hosts Marc Rankin, a Principal at Adventum Funds & Advisory, a women and minority-led investment management firm focused on investing in growing companies en route to investing in real estate. Marc shares Adventum Funds formula to mitigating of risk and maximizing of profit in an individual's portfolio. Long gone are the days of 60/40.

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99% of Americans with IRAs aren’t using the most powerful investment vehicle available to them — The Self-Directed IRA. The finance gurus who started Rocket Dollar, the Self-Directed IRA SaaS, shed light on this lesser known retirement account and give actionable advice on how to use it to achieve financial independence.