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October 8 - October 14



Financial Tactics Preview Show

Date: October 8 - October 14


Kaaren Hall, CEO, uDirect IRA Services, LLC


At uDirect IRA Services, the investments in clients retirement accounts can be self-directed by the client directly. With a self-directed IRA from “uDirect”, you make the investment choices. The types of investments are almost limitless. With the self- directed IRA account, “uDirect” acts simply as an independent administrator handling the investment transactions which you dictate.



Matt MacFarland and Amanda Han, Managing Directors Keystone CPA


Keystone is a professional client services firm dedicated to providing comprehensive financial, tax, and accounting solutions to business owners and real estate investors. Their team of Certified Public Accountants deliver high-quality financial solutions through a High-Touch / High-Services approach to ensure that their clients maximize the profitability of their businesses and investments. Keystone’s financial and tax strategies result in increased profitability and wealth accumulation for all of their clients.


This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here


October 8
October 14
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