Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.

Peter Rizzo
  • 5.0 (3)
  • Investing

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

  1. Aug 3

    Understanding Non Recourse Financing with Avram Shabanyan of Solera National Bank

    ne of the greatest advantages of a Self-Directed IRA or Solo 401(k) is the ability to invest in real estate. But what happens when your retirement account doesn't have enough cash to purchase a property outright? That's where non-recourse financing comes in. While many retirement investors have heard the term, few fully understand how non-recourse loans work, why they're required for retirement accounts, or how they can be used to leverage investment opportunities while staying compliant with IRS rules. To help answer those questions, I'm excited to be joined today by Avram Shabanyan, Vice President of Solera National Bank, one of the nation's leading lenders specializing in non-recourse financing for Self-Directed IRAs and Solo 401(k)s. Avram has helped retirement investors across the country finance investment properties and has a wealth of experience navigating the unique lending requirements that apply to retirement accounts. In today's conversation, we'll discuss what makes a loan "non-recourse," how these loans differ from traditional mortgages, the types of properties that qualify, current lending trends, underwriting expectations, and the common mistakes investors should avoid. We'll also touch on important considerations such as Unrelated Debt-Financed Income (UDFI) and how investors can prepare their retirement accounts for a successful financing transaction. Whether you're considering your very first retirement real estate investment or you're looking to grow an existing portfolio, this episode will provide practical insights to help you better understand one of the most powerful—and often misunderstood—tools available to Self-Directed IRA and Solo 401(k) investors. So let's get started. Please join me in welcoming Avram Shabanyan from Solera National Bank.

  2. Apr 3

    Interview with Laine Schoneberger Managing partner of YREFY

    Yrefy is a financial services company that specializes in  refinancing distressed private student loans and offering investment opportunities to accredited investors. For information on this investment, contact Joe Sabol, CFA Business Development Registered Representative jsabol@investyrefy.com  623-887-6730  Direct Office 877-400-9989  Investor Relations

  3. Jan 12

    Interview with Steve Pugsley Founder of Pugsley and Sons Purveyors of Gold and Silver

    We discuss Gold and Silver - particularly Silver, as a long-term investment to complement your portfolio. He explains the reason for the dramatic increase in value over the last year and gives a detailed explanation of the future of Silver investments.

  4. Jan 6

    Interview of Jeff Mossman Author - Financial Advisor Investor

    Interview with Jeff Mossman, Author of "The Cash Flow Millionaire™ is your step-by-step guide to replacing wealth-killing habits with financial heroes that accelerate your path to millionaire status faster than you ever imagined. We discuss different strategies and his favorite Cash Flow Investments.

  5. 05/05/2025

    Physical Gold and Silver in A CheckBook IRA.

    Steve Pugsley of Pugsley and Sons discusses holding Physical Gold or Silver in a Checkbook IRA LLC or Trust. He discusses holding the physical asset vs a certificate that is a promise to deliver. We also discuss the need for metals in your overall investment portfolio

  6. 07/09/2024

    Interview With Denver Lobo of JT Capital a Real Estate Private Equity Firm

    We talk with Denver Lobo about the intricacies of Private Equity Real Estate Financing. We discuss the differences in firms and what to look for when investing. For more information, you can contact Denver at denver@jtcapitalgroup.com or WWW.JTCAPITALGROUP.COM

  7. 05/08/2024

    Passive Real Estate Investments With Christopher Price of Boost Wealth Fund

    We speak with Christopher Price managing Partner with Boost Wealth Fund about passive real estate investing. They talk about their system and what people should be concerned with when looking for passive Real Estate Investments. You can reach out to Chris at Email: Chris@boostmycapital.com Website: https://www.boostmycapital.com/ Free Webinar: https://www.redfoxmultifamily.com/webinar/ LinkedIn: https://www.linkedin.com/in/christopherpricemba/ Instagram: https://www.instagram.com/?hl=en @therealchrisprice X: @ChrisPrice1101 Meetup: https://www.meetup.com/wealthmindsetandrealestateinvesting/ Wealth Mindset and Real Estate Investing YouTube

  8. 03/20/2024

    Exploring Non-Recourse Mortgages for IRA-Owned Properties With Gary Mobbs from SouthStar Bank

    Investing in real estate through Individual Retirement Accounts (IRAs) has become increasingly popular among savvy investors seeking to diversify their retirement portfolios. However, when it comes to financing these investments, traditional mortgages may not be an option due to IRS regulations. Non-recourse mortgages offer a potential solution, allowing investors to leverage their IRA or Solo401k funds Gary Mobbs​​​​SVP/AreanManager/IRA Loan Director SouthStar Bank. discusses this type of financing and how they help people through the process. You can reach Gary at gary.mobbs@southstarbank.com or 830-672- 1081 ext x1605 or peter@checkbookira.com and I'll put you in touch with Gary

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About

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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