Lenders Playbook. Episode 89
Raising Capital & Building Wealth with Self-Directed IRAs with Greg Herlean
Welcome to The Lenders Playbook. Your resource for all things private lending, real estate, and entrepreneurship. In today’s episode, I sit down with Greg Herlean, Founder of Horizon Trust, to talk about how investors can take control of their financial future using Self-Directed IRAs. And how Greg at a very young age was able to raise a significant amount of capital for his real estate projects. Greg breaks down what a Self-Directed IRA is, how it’s different from traditional retirement accounts, and why it’s such a powerful tool for real estate investors and private lenders. We dive into the benefits, the risks, and even real-life examples of people who’ve used this strategy to grow their wealth. Whether you’re raising capital, lending, or just getting started in real estate investing, this conversation will give you practical steps and inspiration to put your money to work in more innovative ways.
And we are right around the corner from our 4th national private lending conference, Sept 3-4 in Henderson, NV, where you will meet most of our podcast guests, lenders, investors, capital providers, and brokers for great networking opportunities and education. We're excited to announce an amazing lineup: a kickoff cocktail party, world-class breakfast and lunch, an after-party with a huge exhibitor hall, and some cool surprises for you!
Please go to www.americanlendingconference.com for more details
What you will learn
How Greg raised significant capital early in his real estate career
What a Self-Directed IRA is and why it gives investors more control
The benefits (and risks) of using SDIRAs for real estate and lending
Practical steps to grow wealth and raise capital smarter
Books Mentioned
The Obstacle Is The Way
The New Testament
Quotes and Questions Greg Mentions…
“If you want to be successful, find someone who is successful and work for free.”
“You do not need to be an expert, just find IRA’s”
“Change your messaging.”
“Do you have an IRA? “
“Did you know your IRA can partner or invest with me?”
“Become an expert in IRA’s”
Connect with Horizon
https://www.horizontrust.com
