Check Book IRA & Solo 401k Podcast
By Peter Rizzo
or call (800) 482-2760
Check Book IRA & Solo 401k PodcastSep 11, 2023
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
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 512-384-3948 for deposits Gary Mobbs (830) 857-1418 for IRA Lending. You can also get information at https://southstarbank.com/
* Any rates and rules talked about in this Podcast are as of 9/15/2023
Real Estate Notes with Noah Miller of Royal Palm Funding
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
Interview with Maximilian Pace of Animus Technologies -Managing Crypto Trading with an AI Platform
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
Interview with Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club
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.
Should I hold Gold and Silver in My portfolio
Steve Pugsley from Pugsley and son
Talks about the advantages and processes of holding Physical Gold and Silver in your investment portfolio.
Appraising Real Estate, an Inside Look
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, she developed a passion for strategic active and passive investing. After selling her first firm, she focused her time in the passive space giving clients an inside look at market analysis and finding the emerging and re-emerging markets to focus on with high returns. She is a mother of four beautiful children and enjoys not only building a future for them, but helping other families secure their financial futures with diversified assets. You can contact Cynthia at email@example.com or 513-801-6139
Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club talks about investment strategies in todays economy
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 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
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.
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
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.
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.
Now Might be the Best Time to Convert Your Traditional 401k or IRA to a Roth
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
The CARES Act and your Retirement Plan
Jordan Sheppherd discusses different uses of the CARES act with your Checkbook IRA or Solo 401k .
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.
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
Business Development Manager
Toll Free # 800-527-8895
Email - firstname.lastname@example.org
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.
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
Craig Williams (302) 307-4472
Connie Williams (302) 307-4472
Talking Real Estate with Steve Sheppherd
Steve Sheppherd, Founder of CheckBook IRA, talks strategies for investing in Real Estate in today's market .
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.
Client Dan Risman Jones of Ascend Real Estate discusses with Steve Sheppherd how Dan used his IRA to invest in Real Estate
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
Business Financing for either startups, purchasing a existing business or adding cash flow Using Your 401k or IRA
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
Introducing IRA Valuations A Retirement Guardian Company
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 service as you would expect from a Retirement Guardian Affiliate, but through their proven techniques can save you a minimum of 25% of the taxes that would otherwise be owed on the transaction. For more information email info@IRAvaluations.net or call 541-797-3572 you can also find them on the web at https://www.iravaluations.net/
012 Interview with CoinMe about the best way to have Cryptocurrency in one's IRA
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.
011 Did you know you can Personally borrow from your Solo 401(k)
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.
010 There are better things than cash to contribute to a Roth IRA
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
09 Why is the Solo 401(k) even better than the Check Book IRA LLC
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.
08-The Power of the Inherited Roth IRA Lesson 7 - Check Book IRA Lesson 7 -
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!
07 The Miracle Roth IRA Lesson 6 Check Book IRA
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.
06 Additional Investment Options for a Check Book IRA - Lesson 5
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.
05 Buying Real Estate is Easy in the Check Book IRA - Lesson 4
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!
04 What Can’t you do in a Check Book IRA? Lesson 3
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.
03 Get Checkbook control when you add an LLC to your IRA - Lesson 2
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.
02 The Self Directed IRA is ONLY the beginning - Check Book IRA Lesson 1
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.
01 An Intro to the Check Book IRA - The History of the IRA
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.