Dan Kryzanowski is the Executive Vice President of Marketing and Business Development at Rocket Dollar Inc., a company that focuses on self-directed investing. Founded in 2018 with the objective of making it safe, simple, and fast for people to take control of their retirement savings, Rocket Dollar seeks to empower people to make better investment decisions in line with their retirement objectives. Dan explains the variety of investment options available to their clients and how to make the best use of their Solo 401(k) and self-directed IRAs. Tune in to find out more.
[:18] John introduces his guest for this episode — Dan Kryzanowski.
[1:03] What does Dan do?
[3:26] How does Dan help people raise more money faster?
[6:56] Dan explains more about how his business model works.
[10:44] How does Dan empower the education behind what a 21st-century, diversified portfolio should look like?
[13:08] John and Dan discuss some of the considerations when it comes to buying real estate and IRAs
[16:38] John recommends his clients to get IRAs in a REIT. What are Dan’s thoughts on this?
[22:59] What is Dan’s opinion of the strategy of using the 401(k) to take out a loan, and then buying real estate with that?
[27:41] Dan and John discuss the benefits of the Solo 401(k) and how it opens up opportunities for investment.
[32:29] There’s a tremendous amount of opportunities available in the marketplace that people cannot invest in because they can’t get to it. How does Dan’s company address this problem?
[34:38] Dan shares some anecdotes around how a truly independent financial advisor could help their client.
[40:41] John and Dan discuss the fiduciary role of a financial advisor in helping clients make the best decisions.
[45:36] Dan’s business model is something unique and poised to disrupt the industry.
[51:19] Dan has a few final tips about how to maximize your earnings for this year.
[53:42] Get in touch with Dan via email, or the website, and don’t forget to use the promo code for a discount!
Mentioned in This Episode:
Sign up with Rocket Dollar (Promo Code: FinancialGravity19)