686: Alternative Investments

 In The Dentalpreneur Podcast

Dentalpreneur Podcast Kiera Dent

 

Eric Satz, founder of Alto IRA

My guest today is the founder and CEO of Alto IRA. Eric Satz is a serial entrepreneur with the mission of bringing 21st century investment opportunities to everyone, not only accredited investors. He is a former investment banker, served on the Tennessee Valley Authority, and currently teaches an entrepreneurship class to high school students. Throughout the show we get into alternative investments, his company’s unique way of creating available funds for their clients, and the various ways these investments are taxed.

During the show, we discuss:

  • Why a publicly traded company isn’t necessarily a good investment
  • How Alto IRA allows you to use your retirement savings in alternative investments
  • How you are then taxed on those returns
  • Lending, crowdfunding, and opportunity zones

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