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

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

By Peter RizzoBusinessInvesting
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Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts. episodes

  • Financing Your Business with Retirement Funds and the Benefits of Turning Your 401k into a ROTH

    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
    https://www.benetrends.com/action/[email protected]

    31 min
  • Tim Berry Estate and Retirement Planning Seminar

    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, 

    17 min
  • Interview with Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club

    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.

    34 min
  • Interview with Adam Shifter , Chief Experience Officer for our preferred Custodian Kingdom Trust

    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.

    38 min
  • Investing in the Energy Sector explained by Troy Eckard CEO of Eckard Enterprises

    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

    David Day

    Business Development Manager

    Toll Free # 800-527-8895

    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.

    32 min
  • Investment Opportunities with C & C Management

    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


      • Contact Information:

      Craig Williams (302) 307-4472

      Connie Williams (302) 307-4472

      30 min
    • Real Estate Investing - With Dirk Zeller Best Selling Author and Real Estate Coach

      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.

      39 min

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

    From the publisher's feed

    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