The Ramsey Show (October 27, 2021)

Real Estate Broker’s Guide For Retirement Planning (Part 2 of 3)

In Part 2 I will share the three (3) step process to investing in self directed individual retirement accounts. I have worked with virtually every Custodian/Administrator that are respected within this industry and will share three with you. I also will share some valuable information you should know when selecting the Custodian/Administrator, being the cheapest doesn’t work well here.

Real Estate Broker’s Guide For Retirement Planning (Part 1 of 3)

As a real estate broker over the last 17 years I have worked with numerous investors who have invested in real estate through their retirement. I will share a “secret” that has been available for 40 years that most wealthy investors use. I have broken this article into three parts that will be shared over the next week. There’s many valuable references and resources shared so you can do your own research, which is highly recommended.

Real Estate Broker’s Guide For Retirement Planning (Part 3 of 3)

In the last part I will show you real world examples of a real estate investment property purchased and the funding of a couple real estate loans. Don’t overlook this opportunity, enough information has been shared where there’s no excuses.

Promissory Note Investing – Retirement Planning – Retirement Risk

Financial Education. Retirement Planning Risks. Retirement Investing Risks. Investing Risks Comprises Of. A Promissory Note Plan for Retirement Income.

Promissory Note – Limited Liability Company Valuing a Minority Interest – Key Concepts

Wise investing usually requires diversification. Diversification usually requires owning less than 100% of a financial asset. Owning less than 100% usually requires owning a “minority interest”.

Retirement Plans – Common Potential Issues

Retirement from paid employment, active money making or pursuit of other of life’s endeavors is an inevitable road all of us must travel one day. It is not whether we would but when. It is like the proverbial statement – regardless of how fast we run, we cannot outrun the buttocks. Like many rather important things in life, retirement is one of the hard things for people to even contemplate not talk of deliberating planning for and anticipating it. Everyone wishes they could wish retirement away.

Why Protecting Wealth Must Be an Investor’s No 1 Priority In This “New Age of Investment Bubbles”

What worked prior to 1995 for investors, no longer works in our “New Age of Investment Bubbles” we as investors find ourselves in these days. If you as an investor manage your own employer-sponsored 401(k), Roth/401(k), 403(b), or other retirement account, or leverage a Buy-and-Hold strategy to build long-term wealth, or choose to hire a financial advisor/professional to manage your money… your investments are not protected from the massive loss of wealth that will occur when the next and all future bubbles bursts.

Promissory Note Investing: Science, Psychology, and Emotions

Promissory note investing is not an exact science. Crunching the numbers can be an exact science. Making business decisions, judgments, assumptions and predicting the future is personal, emotional and opinionated, the opposite of an exact science. Separate the “hard numbers” from the “soft emotions”.

Promissory Notes: Rejuvenate Your Retirement Income

Not Having a Retirement Plan May Make Retirement Impossible. Are You Heading Toward Retirement Without a Plan? Plan your Income Needs. Maximize your Income Using Promissory Notes. Key Questions before Investing in a Promissory Note. Promissory Note Investing Advantages.

Promissory Notes and Medicaid Planning

A Promissory Note is a Valid form of Medicaid planning. The Golden Years. Long-term Care and Nursing Home Care. What is Medicaid? How do promissory notes fit in? Danger!

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