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Meet the trusted experts of the Self-Directed Investment world!

Edwin Kelly – Specialized IRA Services – Episode 18

Edwin Kelly

Edwin Kelly

Specialized IRA Services

Edwin Kelly is America’s leading expert on Self Directed Retirement accounts and self-directed investment strategies. He has more than 24 years of experience in the Financial Services Industry. He worked for such notable companies like UBS and BISYS. Edwin is a Founder and currently serves as CEO of Specialized IRA Services.Edwin is an avid educator, adding value to clientele by developing significant knowledge assets at every company he has worked with. His passion for helping others learn about their Self Directed IRA options has made Edwin a popular and engaging speaker who is frequently invited to speak at seminars and workshops, in webinars, and as a radio guest. Edwin has made several special appearances on the Money Show, and his work and ideas have been featured in major national magazines and newspapers throughout the United States.

SELF-DIRECTED STRATEGY

IRA Custodian

WEBSITE

https://specializediraservices.com/

EMAIL

info@specializediraservices.com

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About Specialized IRA Services

Specialized IRA Services is a boutique financial services firm that specializes in allowing clients to self direct their retirement, education, health savings and 401(k) accounts into alternative assets like real estate, notes, mortgages, trust deeds, precious metals, FOREX and virtually anything the
government allows.

Our positioning as a smaller, private firm gives us a distinct advantage in the marketplace because we’re able to hand pick the best opportunities and harvest only the best opportunities for Prime Pinnacle Members.

Josh Manier – Red Rock Capital – Episode 17

Josh Manier

Josh Manier

Red Rock Capital

The President of Red Rock Capital, Joshua Manier has been involved in all aspects of real estate investing for the past 10+ years. He has processed, underwritten, brokered, financed, rehabbed, and sold investment properties and has managed a private mortgage fund since 2012. Mr. Manier is responsible for operational aspects of the company including management of marketing, underwriting, loan servicing, and administration. He currently serves as a strategic adviser to a select number of privately held companies.

SELF-DIRECTED STRATEGY

Real Estate

WEBSITE

http://www.fundwithredrock.com/

EMAIL

josh.manier@fundwithredrock.com

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About Red Rock Capital

Red Rock Capital provides financing to real estate investors around the country on 1-4 unit investment properties and select commercial properties. We source new loan opportunities, underwrite, fund, and manage loan servicing.

We provide these comprehensive services on behalf of funds we manage directly, family offices, institutional investors, and high net worth individuals. We diligently vet each loan to match the risk-reward profile that most accurately appeals to the investment objectives of each investment pool funding the loan. Red Rock also serves as delegated underwriter and strategic adviser to the investors we sell and manage loans on behalf of.

Our positioning as a smaller, private firm gives us a distinct advantage in the marketplace because we’re able to hand pick the best opportunities and harvest only the best opportunities for Prime Pinnacle Members.

Chase Thompson – Note MBA – Episode 16

Chase Thompson

Chase Thompson

NoteMBA

I host a weekly podcast with Robert Woods called the Note MBA podcast. Our aim is to provide honest insight into the note investing business from the ground up as we develop our companies and compete in the marketplace for deal and dollars.
I was the previous Mortgage Banker and Host of the Real Estate show The Ticker.

SELF-DIRECTED STRATEGY

Notes

WEBSITE

http://www.notemba.com/

EMAIL

chase@notemba.com

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About Note MBA

The Note MBA Podcast aims to show you an inside story of two guys who have jumped head first into the defaulted note business.

Follow us as we share our grassroots education in this expanding community of investors.

Learn all while one half travels the world in pursuit of every location independent entrepreneur’s dream and the other expands his love for business and family enough to fill the great state of Texas.

We’re here to show you that you’re never alone in the note business. Join us every Wednesday to find out what we’re up to now.

Josh Moore – New Standard IRA – Episode 15

Josh Moore

Josh Moore

New Standard IRA

Josh Moore is a Self-directed IRA LLC pioneer and driving force behind business development, marketing, sales, operations and quality client support at New Standard IRA. People trust me with their life savings! Josh has ten+ years as a logistical facilitator for thousands of retirement portfolios and an aggregate sum over 1 billion dollars.

SELF-DIRECTED STRATEGY

Checkbook IRA Investing

WEBSITE

http://irallc123.com/

EMAIL

info@irallc123.com

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About New Standard IRA

Want more security, more opportunities, flexibility and simplicity in your retirement? New Standard IRA has the solution you need to succeed.

Our mission is to help individuals benefit from ALL the freedoms allowed under IRA law and we have been accomplishing this mission since 2006. Our proven IRA LLC strategy puts you in the driver’s seat and our self-directed IRA experts keep the engine running – we don’t regulate our clients, we support them.

Most IRA and 401(k) participants feel like retirement funds aren’t really theirs, and can only hope they chose the right investment advisor or picked the right fund. The old standard is dying – Welcome to the New Standard IRA.

At New Standard IRA we believe a TRUE self directed IRA must have the following features:

— IRA Checkbook Control – You make the decisions, you write the checks

— Unlimited investment opportunities, including real estate, precious metals, private notes and loans, etc…

— Fast Transactions – Opportunity is around every corner, so are other investors. Those who strike while the iron is hot secure the best investment opportunities.

— Limited Custodian Intervention – Self Directed IRA Custodians make a point to say they aren’t your legal, tax or investment counsel. So they shouldn’t hold your money, determine how to structure your investment or demand unnecessary paperwork.

 

Our positioning as a smaller, private firm gives us a distinct advantage in the marketplace because we’re able to hand pick the best opportunities and harvest only the best opportunities for Prime Pinnacle Members.

Megan Galane – Mountain West IRA – E14

Megan Galane

Megan Galane

 

Mountain West IRA

Megan Galane, Director of Business Development, joined Mountain West IRA in May 2014. She received her Bachelor’s Degree in Exercise and Sport Science from the University of Utah. Megan acts as a point person for potential clients through the application process and funding of their new accounts. Megan is an avid blogger, podcaster, and enjoys the Florida sun while spending time with her dogs, Baby and Bailey. She is available to answer any of your questions regarding self-directed IRAs.

SELF-DIRECTED STRATEGY

Real Estate, Notes, Private Placements

WEBSITE

mountainwestira.com

EMAIL

megalane@mwira.com

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About Mountain West IRA

Founded by CEO Jon A. Galane in April of 2006, Mountain West IRA is one of the nation’s leading independent self-directed IRA and 401(k) administration companies, specializing in record keeping services for individuals and small business owners who desire to include non-traditional assets within their tax-deferred and tax-free portfolios. With offices in Idaho and Florida, Mountain West IRA prides itself in offering self-directed retirement plans to clients nationwide at the highest level of customer service in the industry.

Our goal is to assist you with your alternative asset purchases while paying little or no taxes. Building wealth can be difficult, but our knowledgeable staff is dedicated to serving as your primary source for financial education, enabling you to make informed self-directed asset purchasing decisions.

Preston Despenas – Growth Equity Group – E13

Preston Despenas

Preston Despenas

Growth Equity Group

Founder of Growth Equity Group, Preston Despenas quickly took the alternative investment firm from startup to being a highly visible leader in innovating the retirement, real estate, and investment spaces.
Preston first discovered his passion and talent for entrepreneurship and real estate while still in college. Since obtaining his broker’s license and completing his first deal in 1998, he hasn’t looked back. He has since been involved in over 400MM worth of real estate transactions, including heading up a Chicago based leasing and property management firm which he launched in 1999.

SELF-DIRECTED STRATEGY

Real Estate

WEBSITE

https://growthequitygroup.com/

EMAIL

info@growthequitygroup.com

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About Growth Equity Group

GEG is an alternative investment company specializing in providing innovative solutions to aid individual investors in building passive income and wealth for retirement. Growth Equity Group’s disruptive suite of services and technology has become a game changing force in the investment world; gaining great acclaim for delivering industry leading solutions.

Growth Equity Group is headquartered in Chicago, IL, with local professionals on the ground in major cities across the US. With over 40 years’ of experience GEG executive team continues to drive what’s next on the real estate, retirement planning, and investment landscape. GEG and its founders have appeared in virtually all major news outlets, been featured in Realty 411 Magazine, and are winners of the prestigious Think Realty Innovator and Chicago Innovation Awards. In 2016 GEG was selected to participate in the NASDAQ Closing Ceremony.

Eddie Speed – Note School – E12

Eddie Speed

Eddie Speed

 

Note School

Since 1980, W. Eddie Speed has dedicated his professional life to the seller financing and non-performing note industry. Over the years, he has introduced innovative ideas and strategies that have positively impacted the way the industry operates today.
Eddie founded NoteSchool which is a highly recognized training company specialized in the teaching of buying both performing and non-performing discounted mortgage notes. He is the owner and president of Colonial Funding Group LLC, which acquires and brokers discounted real estate secured notes. In addition, he is also a principal in a family of Private Equity funds that acquires bulk portfolios of notes.
He has been a leader and innovator in the Note Business for over 30 years. He will tell you that those 30 plus years have prepared him for the incredible opportunities of this current real estate market.

SELF-DIRECTED STRATEGY

Notes

WEBSITE

http://noteschool.com/

EMAIL

info@noteschool.com

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About Note School

Our mission is to provide superior training that is timely, relevant and accurate – and above all, actionable in the current market.

Our training is presented in ways that are easy to comprehend and implement so that you get superb results.

NoteSchool takes pride in delivering the highest level of note training that enables our students to create wealth and a secure financial future.

At NoteSchool we are fully committed to educating each of our students to be successful, ethical and responsible leaders in the note industry as well as in their own communities.

Kirk Chisholm – Innovative Wealth Management – E11

Kirk Chisholm

Kirk Chisholm

 

Innovative Wealth Management

Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group. His roles at IAG are co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and alternative investment markets.
Kirk has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses and organizations since 1999. Kirk is dedicated to developing lasting relationships with all of his clients. One of the benefits of working with Kirk is his patience and his ability to provide clear, easy to understand explanations of all financial options.
Prior to integrating with Innovative Advisory Group in 2008, Kirk founded Stirling Global Advisors, LLC in 2005, a full-service private wealth management firm. Kirk has also held wealth management roles at both UBS PaineWebber and Smith Barney. Contact Kirk

SELF-DIRECTED STRATEGY

Wealth/Risk Management

WEBSITE

http://www.innovativewealth.com/

EMAIL

info@innovativewealth.com

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About Innovative Wealth Management

Today’s economic environment is constantly evolving and these changes are happening at an increasing rate. You want a firm that keeps up with those changes and evolves to meet the growing needs of its clients. A firm that stays ahead of the curve with current trends, investment strategies, and client service. A firm that understands you and your family’s specific needs.

Innovative Advisory Group (IAG) strives to change the wealth management profession through innovation. This innovation adds the capability of providing a wide variety of investment strategies using both traditional and alternative investments, and is built on a strong foundation of risk management and due diligence.

You may have a specific investment in mind for your Self-Directed IRA or Self Directed 401k. You may be wondering if the financial plan you have in place is serving your best interests. We can help. We are independent, full-service Wealth Managers and Financial Advisors, and our loyalty is to you, our client, and not to specific products.

We encourage you to browse our website to learn more about Innovative Advisory Group wealth management, or call today for a free, no-obligation consultation that will help you determine whether we are the appropriate advisors for your wealth management needs.

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Recent Self-Directed Retirement Investing news, blog posts, and more!

SDIRATV Helps Retirement Investors Despite Rollback Of Fiduciary Rule

IRA and 401k account holders take control of investments with insights from SDIRATV

Despite the halt of the fiduciary rule by President Trump, SDIRATV continues to empower individual investors to take control of their retirement accounts with a variety of tools and educational online events.

Read More

SDIRATV Helps Individuals Prepare For New Financial Choice Act

SDIRATV helps individuals get ready for impact of Financial Choice Act.

SDIRATV rolls out new episodes online events for individual investors desiring better options under new legislation which aims to reverse the Dodd-Frank Act.

SDIRATV’s President Cynthia Faulkner says, “interest in alternative investments and self-direction has been growing in the expectation of major changes in markets, and as awareness of how traditional advisors work.”

Further industry shakeups are expected as the new Financial Choice Act makes its way through the legislative process. The act passed the House vote on June 8th 2017, and is awaiting Senate approval. Both loved and hated, the act would represent the most dramatic changes in the American financial system in a decade. Those in favor expect it to clear the path for more lending and economic growth. The detractors fear that it strips taxpayers of protections from bank and investment advisor abuses, and could be setting up another 2008 style financial collapse.

The Financial Choice Act, and a new list of recommendations from the US Treasury Department incorporate a broad range of changes, including eliminating the Fiduciary Rule, raising the threshold for stress tests on banking institutions, and enabling large financial firms the choice to opt-out of certain regulations and oversight if they increase their reserves. This also aims to give the president the ability to fire the head of the FHFA, and Consumer Financial Protection Bureau, as well as having the right to approve its budget. Even if the entire bill is not passed as-is, many parts may still be made law.

SDIRATV gives individuals insight and tools for diversifying their retirement portfolios, and taking control of their own tax deferred and tax-free accounts. This is of special interest to those concerned with the controversial decision not to force investment advisors to act in their clients’ best interests, by repealing the Fiduciary Rule.

Find out more online at https://sdira.tv/

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