Your 401(k) Can Do More: How to Invest Beyond the Stock Market | Brian Davis

What if your 401(k) or IRA could do more than invest in traditional stocks and mutual funds?

In this episode, we sit down with Brian Davis, founder of Independent IRA, to explore the world of **self-directed IRAs, Solo 401(k)s, real estate investing, private companies, alternative investments, and retirement wealth building**.

▶️Timestamp:
➡️00:00 The Retirement Mindset Shift
➡️02:27 Meet Brian Davis
➡️02:47 From Mortgage Lending to Independent IRA
➡️05:40 What Is a Self-Directed IRA?
➡️08:39 Can You Move Your 401(k)?
➡️10:54 How Alternative Investments Work
➡️11:15 Trust Deed Investing Explained
➡️13:14 Where Investors Are Putting Money Today
➡️15:48 Biggest Investment Wins & Losses
➡️18:33 Tax Benefits of Self-Directed IRAs
➡️20:28 Crypto, Private Equity & Precious Metals
➡️21:42 The Risks of Alternative Investing
➡️25:57 Solo 401(k) Explained
➡️27:43 Why Solo 401(k)s Have More Flexibility
➡️30:29 Borrowing From Your Own 401(k)
➡️33:24 What Happens to Old 401(k)s?
➡️36:05 Who Should Consider a Self-Directed IRA?
➡️39:03 The Future of Real Estate Investing
➡️43:16 Final Advice for Business Owners
➡️45:09 Outro

Brian explains how investors can potentially use retirement accounts to access alternative assets such as:

• Real estate
• Private equity and private companies
• Trust deeds and real estate notes
• Cryptocurrency
• Private funds
• Precious metals
• Alternative investments

We also discuss the difference between traditional retirement accounts and self-directed accounts, when old 401(k)s can be rolled into an IRA, Solo 401(k) options for self-employed business owners, and the risks that come with alternative investing.

Most importantly, this conversation is about understanding your options and knowing what you’re investing in—not simply chasing the next big opportunity.

🎙️ Hosted by Ryan Smith

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