Breaking Free: How to Move Beyond the Traditional Retirement System
Jody Ogden
Helping Professionals Invest in Real Estate Passively | Trusted Connector to Real Estate Opportunities”
Breaking Free: How to Move Beyond the Traditional Retirement System
What Wall Street Doesn’t Want You to Know
For decades, we’ve been told to follow the same retirement formula: contribute to a 401(k), invest in mutual funds, and hope the market performs well. But have you ever wondered who really benefits from this system?
Here’s the truth: financial institutions make billions managing your money—while you take all the risk.
Traditional retirement accounts often come with:
? Limited investment options – You’re mostly stuck with stocks, bonds, and mutual funds. ? High fees – Hidden costs quietly eat away at your returns over time.
? Zero cash flow – You can’t access steady income—you just hope your balance is enough when you retire.
If your retirement plan is only based on Wall Street’s rules, are you really in control of your future?
The Power of Self-Directed Investing: More Control, More Growth
The wealthiest investors don’t play by the same rules. They use Self-Directed IRAs (SDIRAs) and Solo 401(k)s to invest outside of the stock market, in high-growth assets like:
? Real Estate – Cash-flowing rental properties that provide monthly income and long-term appreciation.
? Private Lending – Earning fixed returns by funding real estate deals or businesses.
? Alternative Investments – Gold, private companies, and other assets with growth potential.
Why Self-Directed Accounts Give You an Edge
? You control where your money goes – No more relying on fund managers.
? Your portfolio isn’t tied to market crashes – More security, less volatility.
? You can generate passive income – Meaning you aren’t just waiting until retirement to use your wealth.
Real-World Example: How Sarah Transformed Her Retirement
Sarah was frustrated watching her 401(k) struggle through market swings. Instead of hoping for better returns, she took control—rolling over her funds into a Self-Directed IRA and investing in rental properties.
The result? ?? Her wealth grew through appreciation. ?? She started earning $2,000/month in passive income. ??? She retired earlier than planned—without worrying about stock market crashes.
Is It Time to Rethink Your Retirement Strategy?
Most people don’t realize they have options beyond Wall Street—until they see others doing it successfully.
Ask yourself:
Breaking free from the traditional system isn’t about taking unnecessary risks—it’s about taking control.
If there was a way to create cash flow AND long-term security, would it be worth exploring?