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This webinar replay from the Mailbox Money Show features Bronson Hill moderating an expert panel on the rise of private credit as a powerful, tax-efficient cash-flow alternative to traditional banking and Wall Street investments. The discussion explores how private credit fills lending gaps left by post-2008 regulations, offers faster capital access for businesses, delivers strong risk-adjusted yields (10–34% net in various models), and provides diversification across industries like litigation finance, medical receivables, real estate bridge lending, and merchant cash advances.
Panelists:
Yonah Weiss — Business Director of Madison SPECS, specializing in cost segregation studies that accelerate depreciation and generate massive tax deductions for real estate investors (especially under current 100% bonus depreciation rules).
Kaaren Hall — Founder of UDirect IRA Services, a leading expert in self-directed IRAs and retirement accounts, author of the BiggerPockets Guide to Self-Directed IRAs, and advocate for using retirement funds to invest in alternative assets like real estate and private credit.
Courtney Moeller — Oil & gas investment specialist focused on working interest deals that deliver significant upfront tax deductions (often 80–90%+) and ongoing depletion allowances to offset active, passive, and capital gains income.
TIMESTAMPS
0:40 - Welcome!
1:36 - Event Overview
3:19 - Panelist Introductions: Yonah Weiss, Kaaren Hall, Courtney Moeller
5:02 - Audience Poll: Who You're Most Excited to See
5:41 - 2026 Tax Secrets Overview
6:05 - Yonha Weiss: Cost Segregation and Accelerated Depreciation
7:30 - Kaaren Hall: Self-Directed IRAs and Retirement Accounts
8:29 - Courtney Moeller: Oil and Gas Tax Benefits
10:51 - Real Estate Professional Status and Active Income Offset
12:20 - Holistic Tax Planning and Exit Strategies
13:08 - Self-Directed IRA Asset Classes and Prohibited Transactions
15:29 - Super Bowl Tickets in Roth IRA Example
17:42 - UBIT/UDFI in Self-Directed IRAs and Syndications
19:44 - Oil and Gas Risks and Operator Due Diligence
21:55 - Planning Mistakes and Last-Minute Tax Fixes
23:04 - Primary Residence vs Investment Property Depreciation
24:57 - Single-Family and Vacation Rental Cost Segregation
26:56 - Oil Price Impact on Returns and Break-Even Points
28:05 - Bonus Depreciation on Gas Stations and Car Washes
29:38 - Business Equipment and Section 179 Deduction
31:32 - Roth IRA Conversion and Valuation Strategies
32:58 - Audience Poll Results and Tax Strategy Discussion
35:24 - Land Man Show and Oil & Gas Realities
36:43 - Giveaway Announcement: Fire Yourself Book and Strategy Call
39:02 - Wealth Forum Event in Scottsdale Announcement
40:11 - Q&A: IRA-Owned LLC Prohibited Transactions
42:25 - Q&A: Concurrent Investments by Spouses in IRAs
44:39 - Q&A: Cost Segregation on Existing Properties
46:48 - Q&A: Oil Price Effects on Current Returns
48:07 - Q&A: UBIT/UDFI Filing and Leverage in Syndications
50:08 - Q&A: Self-Directed IRA Oil & Gas Investments
51:35 - Panelist Resources and Contact Info
53:43 - Outro and Next Event Teaser
Joint the Wealth Forum: bronsonequity.com/wealth
Connect with the Guests:
Yonah Weiss:
LinkedIn: https://www.linkedin.com/in/cost-segregation-yonah-weiss/
Website: https://www.yonahweiss.com/
Kaaren Hall:
Website: https://udirectira.com/
Email: [email protected]
Courtney Moeller
Email: [email protected]
#PrivateCredit
#TaxStrategies
#CostSegregation
#SelfDirectedIRA
#OilAndGasInvesting
#PassiveIncome
#RealEstate2026
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