
Monday Jan 20, 2025
Checkbook Control Retirement Accounts with Bernard Reisz
On this show, we talked about checkbook control retirement accounts, how they work, the IRS guidelines, what you can invest in and what to watch out for with Bernard Reisz, CPA, CPCU and Principal of Resure Financial Advisors and 401KCheckbook.com Listen to learn the process for using your retirement account to invest in real estate and alternatives!
For the Difference Making Tip, scan ahead to 17:40.
You can learn more about Bernard at 401KCheckBook.com, Twitter, Facebook and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/
Find George G’s books here
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.