Ep34 | How To Acquire Financial Freedom in Retirement with Bernard Reisz

Work Hard Invest Harder

When planning for retirement, people set financial goals and find the best ways to save and invest to achieve them. That’s why we invited Bernard Reisz to share strategies for growing your wealth through retirement fund investments, along with IRA regulations you need to be aware of. Stay tuned for more valuable financial insights!

Key takeaways to listen for:

• An overview of self-directed IRAs and the perks of checkbook control
• What is a solo 401(k) retirement plan?
• The value of tax efficiency when investing in real estate assets
• Ways to maximize cost segregation and 1031 exchanges
• How to find the right investments for your retirement

Resources:

• The Book on Investing In Real Estate with No (and Low) Money Down by Brandon Turner | Kindle, Audiobook, and Paperback
• Charles Schwab
• Fidelity Investments
• Vanguard
• The Black Swan by Nassim Nicholas Taleb | Kindle, Audiobook, and Paperback
• Churchill by Andrew Roberts | Kindle, Audiobook, and Hardcover

We offer a scheduling button for 1031 calls, as well as cost segregation consultations. Additionally, we provide a complimentary feasibility analysis to give individuals insights into the potential outcomes. Visit us at https://members.resurefinancial.com/ to learn more.

About Bernard Reisz

Bernard Reisz CPA is Chief Education Officer at ReSure Financial, curating https://members.resurefinancial.com/ to help real estate investors understand how real estate title and tax tools - 1031 Exchange, Cost Segregation, SDIRA/401k/QRP - can be used to turbocharge ROI and wealth growth. As a financial nerd who's guested on countless financial, tax, real estate, and legal forums, Bernard delivers straight talk and unique insight on nearly every aspect of real estate tax topics.

Connect with Bernard

• Website: ReSure Financial
• LinkedIn: Bernard Reisz
• Facebook: Bernard Reisz
• X: @BernardReisz

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