What if your retirement could fund more than just Wall Street? In this episode, Kaaren Hall shares how self-directed IRAs unlock new possibilities and why choice is your most powerful asset.
🧠What You’ll Learn:
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How Kaaren went from mortgage lending to managing over $1B in assets
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The real meaning behind “self-directed” IRAs and how they work
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Common mistakes investors make—and how to avoid them
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Kaaren’s take on discipline, due diligence, and why “just show up” is the ultimate superpower
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Her experience building a team, facing challenges, and investing wisely—personally and professionally
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What she’s excited about next, from BiggerPocketsCon 2025 to impacting retirement policy through RITA
👤 About Kaaren Hall:
Kaaren is a powerhouse in the self-directed IRA space. With over 20 years in real estate, lending, and property management, she founded uDirect IRA Services in 2009 and grew it into a billion-dollar business. She's also a published author, speaker, and sits on the boards of RITA and the Council on Aging for Southern California.
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---------------------------------------------------------- Be a Guest: Are you a successful Naples-area business owner, entrepreneur, or professional with insights to share? Apply to be a guest at Driven: Unscripted Success and share your expertise with a wide audience eager to learn about you.
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