Videos

Wednesday, November 15, 2023
Year-End Checklist: 5 Moves to Make Before 2024
In this episode of Getting Real, discover the 5 moves that could potentially help with your retirement checklist. Do not wait to get started as we are approaching the end of the year. Get started with...
Wednesday, November 8, 2023
What options do business owners have for retirement plans?
Do you own a business? Need a retirement plan? Discover what options are available for you! #AskETC #fyp #foryou #retirement #retirementplanning #businessowners #retirementplan
Thursday, November 2, 2023
Can I hold gold in my retirement account?
This account information is GOLD! Find out what you can and cannot hold in your retirement account. #AskETC #JBAnswers #IRA #retirement #retirementplan #foryou #fyp #retirementaccount #investinghacks
Wednesday, October 18, 2023
Retirement Plans for the Business Owner
In this video, John discusses how you can start a retirement account for yourself and your employees as a business owner or solopreneur. 0:00 Intro 1:10 IRA contribution limits for 2023 1:40 What is ...
Friday, October 6, 2023
How can you take money out of your retirement account without a penalty?
Is it possible/beneficial to take money out early? Have questions for John? Use #AskETC #fyp #retirement #IRA #selfdirected #future #retirementplan #savings #JBAnswers
Tuesday, October 3, 2023
Can you roll your 401(k) into a self-directed IRA?
Absolutely, it's possible. Here's how... #selfdirectedira #IRA #investing #401k #investingtips #investingforbeginners #shorts #investingeducation
Monday, October 2, 2023
Required Minimum Distributions for Self-Directed IRAs: Explained
John Bowens, Director, Head of Education and Investor Success, reviews the rules regarding Required Minimum Distributions (RMDs) and what you need to know. John covers: -What is a Required Minimum ...
Tuesday, September 26, 2023
Where are high net worth individuals investing?
Last year, 26 percent of their portfolios were invested in this asset category. #investing #investors #investments #fyp #goals #highnetworth #assets #shorts
Thursday, September 21, 2023
Bob's Story: Wrap Lending Investments Benefit His Family
Discover how Bob of Ohio uses a type of private loans known as wrap loans to grow his family's HSA accounts as well as his children's education savings, enabling him pay for their grade school, high s...
Thursday, September 21, 2023
What is compounding interest and why do you talk about it so much?
Is there a better catch phrase? Discover the importance of compounding interest in the latest JB Answers! Have a question? Use #AskETC to get an answer. #compoundinginterest #taxadvantaged #retirement...
Wednesday, September 20, 2023
What Your Financial Advisor Won't Tell You
In this episode of Getting Real, discover why your financial advisor or current retirement plan services provider may not inform you of investing in alternative assets. 0:00 Intro 1:07 Why your fin...
Friday, September 8, 2023
Do I have to transfer my entire IRA to my self-directed IRA?
What you need to know about moving money from one account to another. #AskETC #investingtips #personalfinance #IRA #retirement #retirementplanning #equitytrust #earlyretirement #shorts
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