Mike Clark on Tactical Wealth Building, Self-Directed IRAs & Breaking the Mold of Traditional Finance | Modern Investing Podcast

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In this episode, we sit down with Mike Clark, a financial advisor with a bold background in investment banking, capital raising, and alternative strategies. From selling medical devices to raising millions and guiding clients through self-directed IRAs, Mike brings a unique, tactical approach to building and protecting wealth.

Mike shares:

His non-traditional path into finance and why it gives him an edge
How self-directed IRAs unlock new investment opportunities—beyond just stocks and bonds
Why the “wealthy investor” playbook should be more accessible to everyone
How to build goal-oriented, diversified portfolios that reflect personal expertise and values
His thoughts on restoring trust in financial strategy through transparency and education

“With the right strategy, you don’t have to be wealthy to invest like the wealthy.”

Whether you’re looking to diversify your retirement funds, take control of your investment decisions, or simply learn from someone who’s made the leap from Wall Street to Main Street, this episode is packed with insights and empowerment.

About Mike Clark:

Mike Clark is a financial advisor with a distinctive background in investment banking and capital markets, where he helped raise millions for private deals and emerging opportunities. Today, Mike works directly with clients to develop custom financial plans, with a strong focus on leveraging self-directed IRAs, alternative investments, and long-term wealth strategies.

He is passionate about making elite-level financial knowledge understandable and actionable for everyday investors—helping them break free from outdated models and move toward clarity, autonomy, and sustainable success.

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