He Raised $650M With Self-Directed IRA's: Here's The Playbook (Greg Herlean)

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.Self-Directed IRAs: The One Asset Every Entrepreneur Needs | Greg HerleanLearn More About Greg Herlean: https://www.gregherlean.com/Learn More About Horizon Trust: https://www.horizontrust.com/Brett Tanner sits down with Greg Herlean, founder of Horizon Trust Company, to break down self-directed IRAs — the retirement tool only 5% of Americans use that can unlock massive wealth. Greg shares his journey from delivering newspapers in Chicago to brokering $650M in hard money loans and building one of the leading self-directed IRA trust companies in the country. They dig into Roth conversions, due diligence on deals, raising capital, and the one asset every person needs: a Roth retirement account.TIMESTAMPS:0:00 - Intro0:32 - Meet Greg Herlean of Horizon Trust1:10 - Greg's childhood and money mindset growing up4:56 - Early hustle: newspaper routes, lawn mowing, and chores7:19 - Dropping out of college to chase the dream9:00 - Learning to sell insurance, trusts, and hard money loans13:36 - Why "follow your passion" is bad advice16:02 - Going solo: first deals and raising capital17:34 - The power of self-directed IRAs (Greg's first deal at 22)19:51 - Why you should overpay your lender when you're starting out23:28 - Building Horizon Trust Company29:02 - What the best self-directed investors are doing today34:21 - Self-directed IRAs explained: what they are and how they work36:18 - Who qualifies and how to move old 401(k)s40:29 - Roth conversions: the tax-free wealth strategy42:31 - Be Wealthy Calculator: the math behind $7M+ in retirement47:00 - Why you should start saving NOW (even with debt)48:14 - Biggest mistakes people make with self-directed IRAs50:15 - Due diligence: spotting bad deals and protecting your capital55:50 - How to raise money and find investors59:28 - Book recommendations: The Obstacle Is the Way and the Bible1:03:03 - Morning routine and owning your schedule1:06:15 - Advice to his younger self: start saving sooner1:07:57 - Teaching kids to be their own bank1:08:37 - The math on starting a Roth IRA for your kidsBOOKS & RESOURCES MENTIONED:- The Obstacle Is the Way by Ryan Holiday- The Bible- Horizon Trust Company (https://www.horizontrust.com/)- Be Wealthy Calculator (bwealthycalculator.com)GET CONNECTED:Website: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCES:Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOW:The Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMER:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.