Hands-Off Real Estate Investing for Retirement | Connect Invest & Self-Directed IRAs

In this episode of The Preferred Way, host Alysia Ball sits down with Mason Weiler, Director of Operations at Connect Invest, to break down how investors can access hands-off real estate investing using both self-directed IRAs and cash accounts. Mason explains how Connect Invest structures fixed-income real estate notes that offer: Defined terms and exit dates Monthly interest payments Diversification across hundreds of real estate loans Competitive returns backed by real assets You’ll learn how these investments compare to rentals, CDs, bonds, and high-yield savings accounts, plus how retirement investors can deploy capital efficiently without tenant headaches or property management. This episode also covers: Using a Self-Directed IRA to invest in real estate notes Why defined payoff dates matter for retirement planning How diversification helps mitigate risk What happens in borrower defaults How easy it is to reinvest or redeploy funds Whether you’re exploring alternatives to Wall Street or looking for predictable income inside your retirement account, this episode provides a clear, practical overview of a modern real estate investment strategy. 🔗 Learn more about opening a Self-Directed IRA: Visit Preferred Trust Company to explore how retirement funds can be used for alternative investments. 🔗 Explore Connect Invest’s investment platform: Visit ConnectInvest.com to learn more about their fixed-income real estate note offerings. #SelfDirectedIRA #AlternativeInvestments #PassiveIncome #RealEstateInvesting #RetirementPlanning #FixedIncomeInvesting #PrivateRealEstate #diversification #Investing #WealthBuilding #FinancialEducation #PassiveInvesting #RetirementPodcast #MoneyTalk #FinanceYouTube #investoreducation Disclaimer 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025. YouTube Chapters: 00:00 – Welcome to The Preferred Way 01:00 – What Is Connect Invest? 02:30 – Real Estate Investing Without Tenant Headaches 04:00 – Using a Self-Directed IRA for Real Estate Notes 05:45 – Fixed Terms, Defined Exit Dates, and Monthly Income 07:30 – How Connect Invest Diversifies Risk 09:15 – Can Investors Choose Individual Loans? 11:00 – Minimum Investment Amounts & Fees 13:00 – How Returns Compare to CDs, Bonds & Savings Accounts 14:45 – What Happens When a Loan Defaults? 16:30 – How to Open an Account with Connect Invest 18:00 – Reinvesting After Payoff & Laddering Strategies 21:00 – Using Cash Accounts vs Retirement Accounts 23:30 – Final Thoughts on Passive Real Estate Income 25:30 – How to Learn More & Next Steps