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 tony@benetrends.com https://www.benetrends.com/action/?ID=ITadministration@checkbookira.com

Check Book IRA & Solo 401k Weekly Podcast

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

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, 

Tim Berry Estate and Retirement Planning Seminar

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.

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

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

Now Might be the Best Time to Convert Your Traditional 401k or IRA to a Roth

Jordan Sheppherd discusses different uses of the CARES act with your Checkbook IRA or Solo 401k . 

The CARES Act and your Retirement Plan

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.

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

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 Email - dday@eckardenterprises.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.

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

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 candcmanagementgroup@gmail.com 

Investment Opportunities with C & C Management

Steve Sheppherd, Founder of CheckBook IRA, talks strategies for investing in Real Estate in today's market .

Talking Real Estate with Steve Sheppherd

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.

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

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, 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

Client Dan Risman Jones of Ascend Real Estate discusses with Steve Sheppherd how Dan used his IRA to invest in Real Estate

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

Business Financing for either startups, purchasing a existing business or adding cash flow Using Your 401k or IRA

Beckstone Partners  ( https://www.beckstonepartners.com/) specializes in selling, tax-free [ ROTH IRA ] or tax-deferred [Traditional IRA ] CASH FLOWING, corporate tenanted, investment properties utilizing a self-directed IRA, checkbook IRA, or 1031 exchange.  Their 100% PASSIVE, IRS compliant strategy is geared toward mom and pop investors throughout the United States and allows their clients to instantly increase current investment over traditional markets, utilizing opportunities within the tax code that have been available since 1974. For more information you can  email Tim at tim@beckstonepartners.com or call (515) 414-8736   

Interview with Tim Immel of Beckstone Partners

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/

Introducing IRA Valuations A Retirement Guardian Company

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.  

012 Interview with CoinMe about the best way to have Cryptocurrency in one's IRA

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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Check Book IRA & Solo 401k Weekly Podcast

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