26 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

    • Business
    • 5.0 • 3 Ratings

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

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

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

    • 30 min
    Tim Berry Estate and Retirement Planning Seminar

    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, 

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

    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.

    • 33 min
    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

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