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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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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In Part 1 of Joey Romero’s conversation with Buddy Rushing, CEO and co-founder of White Feather AI, they take a closer look at the rapid rise of AI and what it could mean for businesses, workers, and the future of technology. Buddy shares why he believes some fears around AI are overhyped, where the bigger opportunities and risks may actually be, and why adapting to AI could become essential for both businesses and employees.

In this episode:

• Why fears of an AI-driven “Terminator” scenario may distract from the risks of humans misusing AI.
• Why businesses are still underusing AI despite its potential to improve productivity and create new opportunities.
• Which types of jobs are most exposed to AI—and why learning to use AI could help workers adapt.
• How retraining and reskilling could help employees transition as automation changes existing roles.
• Why employers should be transparent about whether AI is being used to replace employees or empower them.
• How businesses can combine AI capabilities with the skills and value that humans uniquely provide.
• Why AI safety, responsible use, and appropriate guardrails deserve serious attention.
• The challenge of balancing AI regulation and safety with continued technological development
• How U.S.–China competition, computing power, cost, and AI model development factor into the global AI race.
• Why Buddy hopes global leaders can find common ground around AI safety as the technology becomes increasingly powerful.

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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In Part 2 of Joey Romero's conversation with Bryan Driscoll, founder of Motivated Leads, they dive deeper into what happens after motivated seller leads come in—from responding quickly and building stronger follow-up systems to tracking the numbers that actually matter. Bryan also shares his perspective on AI, why human connection remains essential when working with sellers, and how he balances business, investing, family, and giving back through The Goodness Game.

In this episode:

• Why investors need to buy right and prepare for changing interest rates.
• How fast follow-up and a strong CRM process can improve lead conversions.
• Why some “bad leads” may actually be mishandled opportunities.
• The key numbers and KPIs real estate investors should track.
• Where AI can help—and why human connection still matters with sellers.
• How Bryan balances business, investing, family, and community service.
• The story behind The Goodness Game and the power of small acts of kindness.
• Why experienced investors can use outsourced lead generation to buy back their time.

Learn more about Bryan Driscoll: Motivated Leads: https://www.motivatedleads.com The Goodness Game: https://goodnessgame.com/about-us/

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 Bryan Driscoll, founder of Motivated Leads, they dive into how digital marketing and lead generation are evolving for real estate investors, from Facebook ads and Google PPC to SEO and AI. Bryan also shares how his early failures in real estate helped shape his approach to investing and building a long-term rental portfolio.

In this episode:

• How Bryan turned his digital marketing experience into a real estate lead generation business.
• The differences between Facebook ads, Google PPC, and SEO for motivated seller leads.
• Why cost per deal matters more than simply focusing on cost per lead.
• How investors can approach lead generation with a limited marketing budget.
• How AI is changing real estate marketing, SEO, and lead follow-up.
• Why Bryan believes humans should remain in command when using AI tools.
• Where AI text and automation can help—and why he is cautious about AI voice for seller leads.
• How Bryan's early failures in real estate helped him become a better investor.
• Why he chose a buy-and-hold strategy and uses his marketing income to build his rental portfolio.

Learn more about Bryan Driscoll: Motivated Leads: https://www.motivatedleads.com The Goodness Game: https://goodnessgame.com/about-us/

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 2 of The Norris Group Real Estate Podcast, Joey Romero continues his conversation with Craig Evans, CEO & Founder of DBL Capital, exploring how the company's investment fund is structured to protect investor capital while generating long-term growth. Craig explains how DBL Capital's disciplined approach to leverage, diversification, and capital deployment helps reduce risk while creating opportunities through affordable workforce housing.

In this episode:

• When investors begin earning returns after investing.
• How DBL Capital protects investor capital with conservative leverage.
• Why workforce housing continues to outperform in today's market.
• The power of diversification across multiple real estate projects.
• Who passive real estate investing is best suited for.
• The company's mission to help over 1,000 families find affordable housing.
• Craig's outlook on the real estate market and what's ahead for DBL Capital.

Learn more about DBL Capital: 👉 https://dblcapital.com/opportunity

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 this episode, Joey Romero speaks with Craig Evans, CEO of DBL Capital and The Norris Group, about the values driving the company's mission to create affordable housing while protecting investor capital. They discuss workforce housing, market resilience, leadership through challenging times, and how DBL Capital's integrated approach delivers long-term value for investors and homebuyers alike.

In this episode:

• The meaning behind DBL Capital and how faith, family, and legacy influence Craig Evans' leadership.
• Why stewardship and serving others are central to the company's business philosophy.
• The growing affordable housing shortage and why workforce housing is DBL Capital's primary investment focus.
• How infill construction creates opportunities that many institutional investors overlook.
• The advantages of owning an integrated homebuilding and mortgage platform.
• Lessons learned from navigating COVID-19 disruptions, supply chain challenges, and multiple Florida hurricanes.
• How strong relationships with trade partners helped the company overcome difficult market conditions.
• Why affordable housing has remained resilient through changing real estate cycles.
• How DBL Capital's fund structure provides flexibility, multiple exit strategies, and added protection for investors.
• The role of tax strategies, depreciation, and long-term planning in maximizing investor value.

Learn more about DBL Capital: 👉 https://dblcapital.com/opportunity

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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