Podcasts by Check Book IRA & Solo 401k Podcast

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 from 2023-09-18T15:00:24

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 ...

Real Estate Notes with Noah Miller of Royal Palm Funding from 2023-09-11T17:32:12

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. ...

Interview with Maximilian Pace of Animus Technologies -Managing Crypto Trading with an AI Platform from 2023-08-31T19:33:16

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 lik...

Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club talks about investment strategies in todays economy from 2021-11-14T23:39:39

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 ...

Financing Your Business with Retirement Funds and the Benefits of Turning Your 401k into a ROTH from 2021-08-09T21:26

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...

Tim Berry Esytayte and Retirement Planning Seminar from 2021-06-11T15:33:08

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.  ...

Tim Berry Estate and Retirement Planning Seminar from 2021-06-11T15:33:08

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...

Interview with Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club from 2021-04-26T16:03:49

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 financia...

Now Might be the Best Time to Convert Your Traditional 401k or IRA to a Roth from 2020-11-17T02:54:27

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 t...

The CARES Act and your Retirement Plan from 2020-10-19T18:31:11

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 from 2020-09-18T14:30:48

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....

Investing in the Energy Sector explained by Troy Eckard CEO of Eckard Enterprises from 2020-06-26T16:38:25

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...

Investment Opportunities with C & C Management from 2020-06-19T20:00

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, a...