Heritage IRA x My Prosper Team — Lunch & Learn Series
Wall Street & Main Street:
A Smarter Way to Think About Your Portfolio
Session Recording
Missed the live session? Watch the full recording above at your convenience.
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About This Session
Wall Street vs. Main Street Is a False Choice — Here's How to Think About Both
Heritage IRA is joined by My Prosper Team to explore how experienced investors successfully operate across both Wall Street and Main Street — without forcing an either/or decision.
This session takes a high-level look at today's market environment and discusses how traditional strategies and alternative assets can complement one another when used intentionally. Rather than replacing one approach with another, the conversation is about thinking more holistically about how all of your investments — traditional and alternative — can work together.
Designed for investors who want to think more strategically as they plan ahead, this session covers the hidden costs of idle capital, where each strategy performs best, and how self-directed IRA investors actually approach these decisions in practice.
During This Session, We Cover
- Why "Wall Street vs. Main Street" is a false choice
- How traditional portfolios and alternative assets serve different purposes
- What self-directed IRA investors actually do in practice
- Where each strategy tends to perform best — and where it can struggle
- The hidden cost of capital sitting idle between deals
- How sophisticated investors keep money working while maintaining flexibility
- Real-world examples from both traditional and self-directed investing
- How to think more holistically about your overall investment strategy
Your Presenters
Joel Landon
Heritage IRA · Joined by My Prosper Team
Joel Landon of Heritage IRA is joined by the team at My Prosper Team for a candid conversation on how investors can think more intentionally about traditional and alternative strategies working together. This session is designed to help investors move beyond the either/or mindset and toward a more cohesive, holistic approach to building and protecting retirement wealth.
Interested in Learning More?
Have questions about how a self-directed IRA fits alongside your existing investment strategy? Reach out to the Heritage IRA team — we're here to help you think it through.
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