Understand the rules of the game when it comes to retirement accounts. Get educated now! Call or text 210.884.2505
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Educate yourself on the advantages of a Check Book IRA LLC or a Solo 401(k). Learn how to super charge your investment earnings by having truly Self Directed IRA retirement plan. Tune in to the experts and their guests each week or visit them at www.CheckBookIRA.com or call (800) 482-2760
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Interview With Denver Lobo of JT Capital a Real Estate Private Equity Firm
35:14
35:14
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35:14
We talk with Denver Lobo about the intricacies of Private Equity Real Estate Financing. We discuss the differences in firms and what to look for when investing. For more information, you can contact Denver at denver@jtcapitalgroup.com or WWW.JTCAPITALGROUP.COM
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Passive Real Estate Investments With Christopher Price of Boost Wealth Fund
30:05
30:05
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30:05
We speak with Christopher Price managing Partner with Boost Wealth Fund about passive real estate investing. They talk about their system and what people should be concerned with when looking for passive Real Estate Investments. You can reach out to Chris at Email: Chris@boostmycapital.com Website: https://www.boostmycapital.com/ Free Webinar: http…
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Exploring Non-Recourse Mortgages for IRA-Owned Properties With Gary Mobbs from SouthStar Bank
26:23
26:23
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26:23
Investing in real estate through Individual Retirement Accounts (IRAs) has become increasingly popular among savvy investors seeking to diversify their retirement portfolios.However, when it comes to financing these investments, traditional mortgages may not be an option due to IRS regulations. Non-recourse mortgages offer a potential solution, all…
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Maximillian Pace discusses using algorithms for Bitcoin Trading and the halving of Bitcoin
25:44
25:44
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25:44
Animus Technologies CEO Maximillian Pace discusses their approach to Bitcoin trading using their custom algorithm and explains the upcoming halving of Bitcoin plus their flexible account process. For more info email peter@checkbookira.com
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Interview with Chris Quintana where she highlights her Financial Freedom Formula , Reducing Taxes on ROTH conversions plus a number of other estate planning and wealth building strategies.
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Interview With Jerry Goodreau of JG2 Companies Developer and Managers of MultiFamily Properties
35:26
35:26
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35:26
JG² Companies owns, renovates, and manages multifamily communities, focusing on ensuring that every apartment provides a comfortable, welcoming home for residents while delivering returns for investors. The company was founded in 1998 and is headquartered in Carmel, Indiana. They have an excellent record of consistent returns to their investors and…
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Follow-up with Maximilian Pace Co-Founder and CEO of Animus Technologies –
25:18
25:18
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25:18
Crypto with Confidence. Animus offers reliable, AI-driven trading strategies for digital assets. We talk about the latest news about Animus and how they differentiate themselves and enable the small investor to trade like the Hedge Fund managers. For more information contact Maximilian Pace https://animus-technologies.com 650-773-9471 maximilian…
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Uberwolf Capital, LLC Principle Protection Program
27:21
27:21
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27:21
Uberwolf, LLC is a company originated by Kevin Williams as a vehicle to raise funds for different investment strategies and funds. Uberwolf's first product is the 100% principal protection plan which enables investors to take advantage of high returns available across theCrypto industry, whilst also providing 100% investment capital protection. For…
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Interview with David Kapavik Of SouthStar Bank in Texas - Provider of Interest Bearing accounts* and Non Recourse Loans for Checkbook IRAs and Solo 401(k)s
34:52
34:52
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34:52
Choosing the right bank to use with your self directed IRA or solo 401(k) is extremely important, for the ease of doing transactions and the availability of nonrecourse loans can greatly add to the success of your account. David Kapavik or SouthStar Bank in Texas explains how they stand among the best for your accounts. For More information call 51…
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Real Estate Notes with Noah Miller of Royal Palm Funding
30:11
30:11
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30:11
We discuss Royal Palm Funding and their process for marketing Notes on Real Estate, both Commercial and Residential . They also finance modest Real Estate Projects in the Southeast and Midwest. For further information you can contact Noah at Noah@RoyalPalmFunding.com or 561-763-4411
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Interview with Maximilian Pace of Animus Technologies -Managing Crypto Trading with an AI Platform
29:29
29:29
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29:29
Crypto with Confidence.Animus offers reliable, AI-driven trading strategies for digital assets. We talk about how Animus differentiates itself and enables the small investor to trade like the Hedge Fund managers. For more information contact Maximilian Pace https://animus-technologies.com 650-773-9471 maximilian@animus-technologies.com…
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Interview with Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club
21:42
21:42
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21:42
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 per…
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Should I hold Gold and Silver in My portfolio
30:02
30:02
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30:02
Steve Pugsley from Pugsley and son Talks about the advantages and processes of holding Physical Gold and Silver in your investment portfolio. Steve Pugsley www.pugsleyandsons.com 541-292-6933 Cell Phoenix, AZ
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Appraising Real Estate, an Inside Look
35:09
35:09
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35:09
In this episode we are talking about Real Estate Appraising with Cynthia Schneider the Chief Strategy Officer for Beckstone Partners. Cynthia got her start in real estate in 2006, starting her first company in the appraisal space and expanding from there. Actively strategizing with clients, lenders and hedge funds through the market crash of 2008, …
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Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club talks about investment strategies in todays economy
27:10
27:10
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27:10
We Talk to Chris about her beliefs. are in investing and what she does in helping clients navigate today's economy and what they are investing inShe 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 throu…
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Financing Your Business with Retirement Funds and the Benefits of Turning Your 401k into a ROTH
30:57
30:57
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30:57
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 …
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Tim Berry Estate and Retirement Planning Seminar
16:32
16:32
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16:32
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 comple…
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Interview with Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club
33:54
33:54
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33:54
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 …
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Now Might be the Best Time to Convert Your Traditional 401k or IRA to a Roth
26:04
26:04
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26:04
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 Peter@checkbookira.com or Jordan@checkbookira.com…
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The CARES Act and your Retirement Plan
18:38
18:38
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18:38
Jordan Sheppherd discusses different uses of the CARES act with your Checkbook IRA or Solo 401k .
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Interview with Adam Shifter , Chief Experience Officer for our preferred Custodian Kingdom Trust
37:40
37:40
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37:40
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 …
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Investing in the Energy Sector explained by Troy Eckard CEO of Eckard Enterprises
31:27
31:27
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31:27
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 i…
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Investment Opportunities with C & C Management
29:22
29:22
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29:22
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…
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Talking Real Estate with Steve Sheppherd
24:37
24:37
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24:37
Steve Sheppherd, Founder of CheckBook IRA, talks strategies for investing in Real Estate in today's market .
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Real Estate Investing - With Dirk Zeller Best Selling Author and Real Estate Coach
38:58
38:58
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38:58
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 rec…
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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
31:31
31:31
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31:31
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, a…
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Business Financing for either startups, purchasing a existing business or adding cash flow Using Your 401k or IRA
38:33
38:33
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38:33
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/act…
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Introducing IRA Valuations A Retirement Guardian Company
21:35
21:35
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21:35
In this Podcast we Introduce IRA Valuations and the services they offer. If you take a disbursement from your IRA or 401k, or restate your plan from a traditional IRA or 401k to a ROTH and have investments other than cash or exchange traded stocks you need a professional valuation of the asset. IRA Valuations does this with the same outstanding ser…
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012 Interview with CoinMe about the best way to have Cryptocurrency in one's IRA
37:09
37:09
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37:09
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 tr…
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011 Did you know you can Personally borrow from your Solo 401(k)
1:43
1:43
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1:43
A great advantage of the Solo 401(k) is you may borrow, for any personal purpose 50% of the value of your Solo 401(k) up to a maximum of $50,000. What a great way to take advantage of your hard earned retirement. Steven R. Sheppherd of Check Book IRA covers this perk in this podcast.
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010 There are better things than cash to contribute to a Roth IRA
6:12
6:12
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6:12
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 …
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09 Why is the Solo 401(k) even better than the Check Book IRA LLC
4:20
4:20
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4:20
Steve Sheppherd of www.Checkbookira.com covers some of the reasons why the Solo 401(k) give more control than even the Check Book IRA LLC.
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08-The Power of the Inherited Roth IRA Lesson 7 - Check Book IRA Lesson 7 -
5:08
5:08
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5:08
Steven R. Sheppherd of www.Checkbookira.com covers how your heir could use the power of TAX FREE earnings of your Roth Check Book IRA. They can earn and withdraw Tax Free profits at any time AND the Roth Check Book IRA stays in existence until the oldest beneficiary is 82 years old!
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07 The Miracle Roth IRA Lesson 6 Check Book IRA
1:56
1:56
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1:56
Steven R. Sheppherd of www.Checkbookira.com covers how amazing the Roth IRA really is. Tax free earnings for your entire life, and, in Lesson 7 you learn the earnings are tax free to the heirs of the Roth Check Book IRA LLC until the eldest beneficiary is 82 years old.
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06 Additional Investment Options for a Check Book IRA - Lesson 5
2:59
2:59
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2:59
Steven R. Sheppherd of www.Checkbookira.com covers a lot of different investment opportunities. In some cases there may be additional taxes, like actually running a business, but for the most part the tax treatment is extremely favorable.
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05 Buying Real Estate is Easy in the Check Book IRA - Lesson 4
4:24
4:24
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4:24
Steven R. Sheppherd of www.Checkbookira.com covers how easy and efficiently it is to use the Check Book IRA to purchase and deal with Real Estate. No more waiting on Custodial approval and response. Grab the deal while it's hot!
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04 What Can’t you do in a Check Book IRA? Lesson 3
4:43
4:43
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4:43
Steven R. Sheppherd of www.Checkbookira.com covers what Prohibited Transactions as well as Prohibited Parties are. It's amazing how flexible the Check Book IRA is.
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03 Get Checkbook control when you add an LLC to your IRA - Lesson 2
5:09
5:09
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5:09
Steven R. Sheppherd of www.CheckBookIRA.com Covers how a Check Book IRA LLC works. This gives you, the client, instant and complete control of your IRA funds which are held locally in an LLC Business checking account. You are named the manager with instant control.
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02 The Self Directed IRA is ONLY the beginning - Check Book IRA Lesson 1
4:44
4:44
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4:44
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 tr…
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01 An Intro to the Check Book IRA - The History of the IRA
8:13
8:13
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8:13
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…
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Call to action on your retirement accounts!
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