In Part 2 of Joey Romero’s conversation with Karin Hall, discover how self-directed IRAs can help investors explore alternative investments and prepare for retirement. Karin shares practical insights on avoiding costly mistakes, evaluating investment opportunities, and building valuable connections through real estate investor communities.

In this episode:

• Recent retirement account rule changes, required minimum distributions, and alternative investment options
• Identifying investment red flags and conducting proper due diligence before investing.
• Steps to open and fund a self-directed IRA using existing retirement funds
• Understanding prohibited transactions and IRS rules for retirement accounts.
• How OCRIA educates real estate investors through expert panels, meetings, and networking.
• Building valuable relationships and finding investment opportunities through real estate investor communities.
• Preparing for future investments by researching credible sources and understanding different asset classes.

Exclusive Offers for Our Listeners:

Self-Directed IRA Investing: A BiggerPockets Guide:
https://store.biggerpockets.com/products/self-directed-ira-investing-a-biggerpockets-guide

uDirect IRA Services — The Norris Group Partner Offer:
https://udirectira.com/partner/the-norris-group/

Listeners can receive $50 off their setup through the uDirect IRA Services partner offer.

Learn more about Kaaren Hall:
uDirect IRA Services: https://udirectira.com/

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go to www.thenorrisgroup.com and click the Hard Money tab.

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In Part 1 of Joey Romero’s conversation with Karin Hall, founder and CEO of uDirect IRA Services and owner of OCREIA, they explore how self-directed IRAs give investors more flexibility in using their retirement funds to invest in real estate and other alternative assets. Karin explains how these accounts work, how investors can move existing retirement funds into a self-directed IRA, and why understanding investment regulations is essential before getting started. They also discuss the role of non-recourse loans, real estate syndications, and the importance of making informed investment decisions when using retirement savings.

In this episode:

• How self-directed IRAs allow investments in real estate and alternative assets beyond the stock market.
• Using retirement funds and non-recourse loans to invest in real estate.
• Transferring existing 401(k) funds and IRAs into a self-directed account.
• Understanding prohibited transactions, disqualified persons, and potential tax penalties.
• How real estate syndications work and what investors should evaluate before committing funds.
• Why due diligence, reviewing investment documents, and researching investment partners are essential.
• Understanding UBIT, UDFI, Roth conversions, and IRA contribution rules.

Exclusive Offers for Our Listeners:

Self-Directed IRA Investing: A BiggerPockets Guide:
https://store.biggerpockets.com/products/self-directed-ira-investing-a-biggerpockets-guide

uDirect IRA Services — The Norris Group Partner Offer:
https://udirectira.com/partner/the-norris-group/

Listeners can receive $50 off their setup through the uDirect IRA Services partner offer.

Learn more about Kaaren Hall:
uDirect IRA Services: https://udirectira.com/

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go to www.thenorrisgroup.com and click the Hard Money tab.

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Radio Show

In Part 2 of Joey Romero's conversation with Buddy Rushing, co-founder and CEO of White Feather AI, they take a deeper look at how AI is transforming real estate, business, healthcare, and everyday life. Buddy shares how AI can be used to find deals, automate business operations, build AI agents, and create new opportunities—while also discussing the importance of staying human in an increasingly AI-driven world.

In this episode:

• Why open-weight AI could create new opportunities for innovation and bring AI into everyday devices.
• How advances in AI and healthcare could change longevity and healthy lifespan.
• What Buddy learned from Tsunami One and how attendees have already turned AI knowledge into real-world businesses and real estate opportunities.
• What to expect from Tsunami Two, including hands-on AI training, building agents, and applying AI to real business situations.
• How AI can help real estate investors find off-market opportunities, analyze public data, contact potential sellers, and automate campaigns
• How AI is being used to improve real estate acquisitions and make house-building operations more efficient.
• Why you don't need to be a computer expert or know how to code to start using AI.
• Why asking the right questions may be one of the most important skills when working with AI.
• Why Bruce Norris will focus on the human side of AI—and why human connection, judgment, and the “human edge” still matter.

🌊 Tsunami II: AI Summit in San Diego | Nov. 6, 2026
Join Buddy Rushing and The Norris Group for Tsunami II, a hands-on AI summit focused on helping you understand and apply AI to your business and real estate investing.

Use code TNG200 for a $200 discount.

Learn more and get your tickets:
https://whitefeatherinvestments.com/tsunami

Learn more about Buddy Rushing:

https://www.instagram.com/freedommilitary/ White Feather Ai: https://whitefeatherinvestments.com/

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go to www.thenorrisgroup.com and click the Hard Money tab.

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Radio Show