Here's the PML Coffee Break. February 10 Recap Good conversation during this week’s PML Coffee Break. Sharing a quick recap for anyone who could not make it. Self Directed IRAs and 401(k)s We talked through the real world pros and cons of using self directed retirement accounts for real estate. That included reporting requirements, when loans are allowed, and how people think about flexibility and tax considerations when these accounts are used correctly. Property Management Challenges and Best Practices Several people shared experiences with property managers. Everything from poor communication to lack of oversight. A common theme was the importance of staying involved, conducting regular inspections, and setting clear expectations rather than assuming someone else will care for your asset the way you do. Regulatory Considerations Around Capital Conversations We discussed how nuanced securities regulations can be and why being thoughtful about public communication matters. It was a good reminder that education and compliance need to go hand in hand. Exploring Business Acquisitions I shared that I am spending more time exploring business acquisitions as an alternative path. We talked through how I am approaching research and the value of learning from people who focus specifically on buying and operating businesses. Underwriting Multifamily Deals Kia shared her approach to evaluating multifamily opportunities, with an emphasis on conservative underwriting, understanding cash flow assumptions, and leaning on education and community before moving forward. We host these PML Coffee Breaks every week at 11 AM Eastern. It’s an informal conversation and mostly just people comparing notes and sharing what they’re seeing. If sitting in on a future conversation would be helpful, feel free to reach out.

Hi all! Love seeing this community grow with Jon's efforts and your interest in learning about self directing your retirement! An SDIRA is a great way for you to start the new year by contributing a portion of your income from 2025 or what you project in 2026 to a tax advantaged plan. With the opportunities you are exposed to in Jon's community, I'm confident you can then make that money grow for you exponentially. Reach out and book a call with me if you're curious about this message and want to learn more. Thanks and happy new year!

Most people think their 401(k) is locked up until retirement.The truth? You can legally use it to start or buy a business—without paying taxes or penalties. I put together a short guide that breaks down exactly how it works and what to watch out for. Inside you’ll learn: ✅ How the structure actually works ✅ What kind of company setup the IRS requires ✅ The step-by-step funding process ✅ Common mistakes that trigger penalties ✅ A simple checklist so you can move forward confidently If you’ve ever thought about using your retirement funds to build your own dream instead of someone else’s, this will open your eyes to what’s possible. Download the ROBS Starter Guide Not sure if you’re ready to start a business but want more control over your investments? 👉 Check out the SDIRA Starter Toolkit to see how people use their retirement funds to invest in real estate or lending instead of Wall Street.

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Nothing is hard... and nothing is easy... I will say everything is a process. The plan is a step by step process that starts and eventually finishes. So, this being said...We can see steps that need to be completed to achieve the outcome we plan or wish to bring to reality. So, there is no easy, nor is there a hard path to financial freedom. Although, seeing the step-by-step set of tasks to achieve the path to financial freedom puts the path into simple steps that once all are complete you have the projected outcome before you because you worked a simple step-by-step process. It may "feel" easy or it may feel "hard"... Take emotion out of the equation and look at the simplicity of the plan. Working the simple plan will make it look easy...