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Check Book IRA & Solo 401k Weekly Podcast
Top 10 Check Book IRA & Solo 401k Weekly Podcast Episodes
Best episodes ranked by Goodpods Users most listened
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
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/?ID=ITadministration@checkbookira.com
The Roth IRA is amazing, earning tax free dollars for both you and your heirs. Despite annual contribution limits one may convert large amounts to a Roth from a Traditional account. You must pay tax on the amount converted. However, did you know you can contribute other assets to a Roth besides cash. In fact it is the smartest way to go. Listen to Steven R. Sheppherd from Check Book IRA on this important subject. This podcast is available in video form at https://www.youtube.com/watch?v=97BYaP7TpY4&feature=youtu.be
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.
Adam Schifter is the Chief Experience Officer of Kingdom Trust, an alternative asset custodian with over $14 billion dollars in assets under custody across more than 100,000 individual accounts. In this role, he is responsible for ensuring positive client experiences across all of the firm's touch-points.
Prior to Kingdom Trust, Adam worked in the emerging bitcoin and digital assets industry, helping to grow CoinShares into Europe's largest digital asset management firm and expand the brand's overall marketing footprint.
Before focusing on financial services, Adam received his BA from the University of North Carolina at Chapel Hill, and cut his teeth developing customer acquisition and loyalty campaigns for Fortune 100 brands, including AT&T, Coca-Cola, Google, IBM and ViacomCBS.
He lives in Atlanta, Georgia with his wife, Emily, and their golden retriever, Murphy.
Troy Eckard talks about investing in the energy sector and explains why the markets are behaving like they are and what to look for if you are interested in Investing in this sector. He explains it in a way that even the most novice investor will understand, with enough information to keep the attention of the most savvy energy investor. For more information please contact
Business Development Manager
Toll Free # 800-527-8895
Email - email@example.com
Website - www.EckardEnterprises.com
Company Address –
Eckard Enterprises, LLC
1301 Central Expressway South, Suite #100
Allen, Texas 75013
or reach out to us at CheckBookira.com and we will put you in touch with them.
C and C Management Group, LLC
is a professional, full service real
estate solutions company that
buys and sells properties
throughout the greater Tri-State
(DE, NJ, and PA) area. The
Company was Founded in 2011 by
Craig and Connie Williams. Craig
and Connie have been avid real
estate investors for over 8 years.
Connie is also a 16 year veteran as
a full time realtor, and in 2019 she
received her associate broker’s
license in DE and her NJ realtor’s
license. These added credentials
provide a tremendous advantage to the C and C Management Group, LLC Team. We are proud to provide real estate services in the following areas:
- Residential Redevelopment
- Short Sales/Loss Mitigation
- Real Estate Investment Fix/Flips and Buy/Holds
- Private Lending/Financing Management
- Foreclosure Solutions
Craig Williams (302) 307-4472
Connie Williams (302) 307-4472
Dirk Zeller has been a licensed real estate agent, investor, speaker, trainer and coach to some of the most successful companies, agents, and teams for over twenty years! As a coach he has a number of clients in the Wall Street Journal certified Top 100 agents in units and volume in the United States.
During his real estate sales career, he was recognized numerous times as one of the leading agents in North America. His recognition came from his high production but also his life balance system of only working four days a week and taking three off to be with his family.
Dirk is one of the most published authors in success and sales training in the real estate industry. His “Coaches Corner” weekly newsletter has over 200,000 subscribers. His first book,Your First Year in Real Estate, quickly became the most widely read “how to” book for beginning Agents. He was also selected as THE “Dummies® Author” for his book Success as a Real Estate Agent For Dummies®, which was released June 19th, 2006 with Telephone Sales for Dummies® released Fall 2007. He has five other books to his credit, The Champion Real Estate Agent, The Champion Real Estate Team, Telephone Sales for Dummies®, and Successful Time Management for Dummies®, and his most recent release in April 2019, Success Habits for Dummies®
Dirk Zeller is the founder and CEO of Real Estate Champions which is recognized as the premier coaching and training company in the real estate industry with clients worldwide. The company was founded to provide real tools and strategies that Real Estate Agents and Managers can use to increase their wealth in their business and personal life.
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.