Bernard Reisz empowers investors to own their finances and break the cycle of dependency on the self-serving financial industry. Bernard is the Founder of 401kcheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using checkbook control IRAs, QRPs, solo 401k’s, and checkbook life insurance.
He is also the Founder of AgentFinancial.com which provides tax, equity, and financial services to real estate professionals, including 1031 and 453 advisory services for real estate agents, real estate investors, and mortgage brokers.
[00:01] – [02:22] Opening Segment
- Let’s get to know Bernard Reisz
- Bernard talks to us about his background
- Giving objective information to customers
[02:23] – [24:26] Breaking the Cycle of Dependency on the self-serving financial industry
- Removing the conflicts of interest to avoid being exploited by the system
- What they do for their clients/customers
- What makes a good custodian
- Types of investments that don’t need custodians
- Self-managing 401k and QRP with no outside assistance
- Self-directed checkbook IRA
- Roles of a custodian in IRAs
[24:27] – [28:06] Closing Segment
- Bernard’s advice to people getting into the financial industry
- Own it. Delegate intelligently and strategically.
- How Bernard stays on top of his game
- His way to make the world a better place
- How to reach out to Bernard – links below
- Final words
Tweetable Quotes:
“The financial industry is fragmented. So it’s dominated by folks that have a one-dimensional focus.” – Bernard Reisz
“You’ve got to own it. Delegate intelligently and strategically to find your truth.” – Bernard Reisz
“There’s no substitute for going straight to the source.” – Bernard Reisz
“Once you’re out there, you get to network a lot, meet a lot of people and make valuable connections.” – Bernard Reisz
Resources Mentioned:
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Connect with Bernard on LinkedIn, and check out https://www.401kcheckbook.com/
Connect with me:
I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.
Call: 901-500-6191
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Email me --> sam@brickeninvestmentgroup.com
