
Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.
Peter Rizzo

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Client Dan Risman Jones of Ascend Real Estate discusses with Steve Sheppherd how Dan used his IRA to invest in Real Estate
Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.
05/26/20 • 31 min
Dan broadcasts live on his personal Facebook: https://www.facebook.com/drismanjones and also post to their Facebook page for Ascend Real Estate: https://www.facebook.com/AscendRealEstateTeam/
The podcast was about how to use Checkbook IRA for retirement investments, with Dan talking about his experience using it to buy a property in Pennsylvania, and with Steve talking about the advantage of using it, especially during the pandemic.
Ascend Real Estate (AscendRE.com) is a top-producing Realtor team, led by real estate veterans Dan Risman Jones and Steven Huang, who help sellers, buyers and investors with property transactions in the San Francisco Bay Area. See their videos about the Bay Area lifestyle and building personal wealth at LiveWorkPlayHere.com

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Business Financing for either startups, purchasing a existing business or adding cash flow Using Your 401k or IRA
Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.
05/12/20 • 38 min
Anthony Robinson of Benetrends Financial discusses their programs for using your IRA or 401k money for financing of either startups, purchasing a existing business or adding cash flow to an existing business. He also discusses using some generous SBA programs for new business financing. For information you can go here https://www.benetrends.com/action/[email protected]

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02 The Self Directed IRA is ONLY the beginning - Check Book IRA Lesson 1
Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.
08/12/19 • 4 min
Steven R. Sheppherd of www.Checkbookira.com covers how having a Self Directed Custodian who has nothing to sell you is an important first step to the financial freedom of you IRA or other retirement plan. A Self Directed Custodian doesn't sell you investment products but charges fees either based upon the value of the account or by the number of transactions your account does. This is a great first step but is just that, a FIRST step.

Now Might be the Best Time to Convert Your Traditional 401k or IRA to a Roth
Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.
11/17/20 • 26 min
Steve Sheppherd - Founder of IRA Valuations and Checkbook IRA discusses the process for converting your traditional retirement plan to a ROTH plan. He discusses the Pros and Cons and why this might be the ideal time to convert. For more information contact [email protected] or [email protected]

Interview with Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club
Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.
04/26/21 • 33 min
We Talk to Chris about her book - The Less You Know the More They Make - How it educates people to the basics of finance and goes over the mistakes people make in trying to navigate the financial world. We also discuss her beliefs in investing and what she does when working with clients. She also has a National group Called Financially Sassy Women who meet in person and on Facebook that we discuss in Length. Chris is adept at alternative investments for her clients and can be reached through her website https://www.cqconsultingservices.com/. or we can put you in touch with her.

Financing Your Business with Retirement Funds and the Benefits of Turning Your 401k into a ROTH
Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.
08/09/21 • 30 min
For close to 40 years Benetrends Financial has been the authority in small business funding. Benetrends pioneered 401(k)/IRA Rollover funding with The Rainmaker Plan®, the plan that enable entrepreneurs to use retirement funds to finance a business or franchise, without incurring upfront taxes, early withdrawal penalties, or debt.
Tony Robinson is a Senior Consultant and has been with Benetrends Financial since 2010. He has a Marketing degree from Temple University and has helped well over a thousand entrepreneurs secure funding for their business needs thought the innovative Rainmaker Plan. he can be reached Here.
Tony Robinson
Benetrends Financial
267-3281316
[email protected]
https://www.benetrends.com/action/[email protected]

Tim Berry Estate and Retirement Planning Seminar
Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.
06/11/21 • 16 min
I would like to formally invite you to a class I’m going to give on advanced strategies for 401k plans.
I’m not much of a hype man so I’m going to keep this really simple. The one constant I see with 401k clients is they haven’t fully realized how incredibly powerful their 401ks really are. Just stop and think about it. These accounts can be completely tax free and yet protected from the claims of creditors at the same time.
To that end I’ve created a relatively simple course to open your eyes to all the crazy things with your 401k plan. The concepts I’m going to teach include:
How to loan your plan an unlimited amount of personal funds with no interest
How to move your crypto, options, promissory note, or growth stock, into your 401k plan.
How to pass your plan on to your heirs without tax consequences
How to use today’s interest rates to lower taxes on distributions and conversions by 40% or more
How to move hundreds of thousands of profits from your business into your Roth, completely tax free.
I promise you that you aren’t going to be disappointed, anytime during the first day you can ask for all your money back if you aren’t blown away with the info. I’ve offered this class a number of times in the past and no one has ever taken me up on the money back guarantee.
Also we are going to make this a bit fun this year. The class is going to be in Mexico, at the Hard Rock Hotel in Puerto Vallarta. The hotel is all inclusive and is included in the registration fee for the class.
The Hard Rock Hotel
Puerto Vallarta
July 16th and 17th, 2021
Cost: USD $2,500
(Spouse or business partner $500 additional)
This is not a sales event. We will not be trying to push you to purchase any other packages. This is going to be all about learning invaluable information, so that you can start living the life you deserve.
Space is limited and there are only 30 spots available.
Call 602-900-1855,

Interview with Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club
Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.
11/07/22 • 21 min
We Talk to Chris about her process and investment ideas/ How she educates people to the basics of finance and goes over the mistakes people make in trying to navigate the financial world. We also discuss her beliefs in investing and what she does when working with clients. She also has a National group Called Financially Sassy Women who meet in person and on Facebook that we discuss in Length. Chris is adept at alternative investments for her clients and can be reached through her website https://www.cqconsultingservices.com/. or we can put you in touch with her.

012 Interview with CoinMe about the best way to have Cryptocurrency in one's IRA
Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.
10/03/19 • 37 min
Jordan Sheppherd, CEO of Check Book IRA interviews two of the top experts in buying and holding Cryptocurrency in an IRA or Solo 401(k) retirement account. This 40 minute podcast is a must for anyone wanting to learn about Crypto and how to use their Retirement Account to purchase and hold this unique asset.
The Podcast was not intended to offer trading advice and should not be construed as such. It is only to be used for informational purposes. Always consult a trained financial professional and apply proper risk management strategies before investing in cryptocurrencies, as the market is particularly volatile.

01 An Intro to the Check Book IRA - The History of the IRA
Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.
08/11/19 • 8 min
Steven R. Sheppherd from www.Checkbookira.com covers the History of the IRA. It will help you understand why the investment of the IRA's have been tightly controlled by the big banks and brokerage firms. You'll also learn how the Self Directed IRA came into being with the ultimate product of self control being the Check Book IRA LLC or the Solo 401(k). Congress has give a gift so here's your chance to begin learning how to use it more efficiently.
www.Checkbookira.com
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FAQ
How many episodes does Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts. have?
Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts. currently has 43 episodes available.
What topics does Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts. cover?
The podcast is about Investing, Podcasts and Business.
What is the most popular episode on Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.?
The episode title 'Client Dan Risman Jones of Ascend Real Estate discusses with Steve Sheppherd how Dan used his IRA to invest in Real Estate' is the most popular.
What is the average episode length on Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.?
The average episode length on Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts. is 23 minutes.
How often are episodes of Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts. released?
Episodes of Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts. are typically released every 15 days, 21 hours.
When was the first episode of Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.?
The first episode of Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts. was released on Aug 11, 2019.
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