3 Lessons Our Clients Learned the Hard Way

In this latest episode of Getting Real, we discover three lessons our clients learned the hard way! John shares how you can make the most of your retirement account based off of what he has heard from our clients. Are you ready to get real about investing? Schedule your free one-on-one consultation with one of our IRA counselors now! https://info.trustetc.com/consult What wealth-building questions do you have? Comment your questions below for John to potentially answer in an upcoming episode of Getting Real! 0:00 Intro 0:45 Lesson 1: Not Funding Your Account in Advance 1:20 What is the three step process for investors? 3:22 Lesson 2: Timing Up the Markets 6:17 Lesson 3: Ability to Hold Both Traditional and Non-Traditional Investments in Your Equity Trust Account 7:34 Question of the day Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.

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