23 episodes

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

Check Book IRA & Solo 401k Weekly Podcast Steve Sheppherd

    • Entrepreneurship

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

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

    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

    • 26 min
    The CARES Act and your Retirement Plan

    The CARES Act and your Retirement Plan

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

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

    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.

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

    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

    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.

    • 31 min
    Investment Opportunities with C & C Management

    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

    candcmanagementgroup@gmail.com

    • 29 min
    Talking Real Estate with Steve Sheppherd

    Talking Real Estate with Steve Sheppherd

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

    • 24 min

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