In this episode of Getting Real, John discusses a tool you can access as an Equity Trust client called WealthBridge! WealthBridge will help you gain access to private market investing platforms, making investing easier! John will also cover private market investing and how to invest in private market assets with a self-directed IRA, self-directed 401(k), self-directed Roth IRA or other tax advantage investment accounts! If you still have questions or want to get started today, schedule a one-on-one consultation with an IRA Counselor here: https://info.trustetc.com/consult 0:00 Intro 1:48 The Four Subsets of Private Market Investments 1:56 1: Private Equity 3:18 2: Private Credit 4:22 CNBC Interview discussing private credit markets 6:00 3: Venture Capital 7:54 4: Private Direct Company Investment 8:45 Equity Trust client Brad shares his experience investing his self-directed IRA in a privately held company 12:22 The How-To Application for Private Market Investing 12:50 How to access WealthBridge 13:45 Can a private investor lend money to an entity from a self-directed IRA or Roth IRA?
A Year in Review at Equity
A lot can happen in a year, and 2025 was no exception.
From launching new tools
10 Steps to Prepare Your IRA for the New Year
Year-end is a key time to get your IRA in order.
From reviewing transactions to
Know Your Numbers
Investing with a self-directed IRA? You’ll want to do the math before making you
Real Stories, Real Investors
It’s not just theory. It’s what real investors are doing.
Wealth Beyond Wall S
Equity Trust Company
