Videos

Thursday, April 17, 2025
Finding Hidden Easter Eggs at Equity Trust
Did you spot the hidden egg before we did? Did you know you can also roll over or transfer funds from an old employer retirement account to a self-directed IRA? Learn more – see our full-length vi...
Tuesday, April 15, 2025
Join Our Egg Hunt at Equity Trust
Come with us on an egg hunt at Equity Trust headquarters! You might just learn some interesting things about self-directed IRAs along the way. Learn more – see our full-length self-directed IRA vi...
Tuesday, April 15, 2025
A Huge Mistake New Investors Make
Too many investors wait until the last minute to open and fund their account – usually right when an opportunity is in front of them. This clip highlights a common real-world issue we hear all the t...
Thursday, April 10, 2025
Most Investors Miss This Retirement Savings Opportunity
Many people focus only on stocks and mutual funds for retirement, but there’s more to consider. George, an IRA Counselor at Equity Trust, explains how alternative assets can play a role in your retire...
Monday, April 7, 2025
Build a Legacy with Estate Planning
April is Financial Literacy Month, and we’re sharing sneak peeks from our Real Estate Master Course all month long. The comprehensive course covers many topics, like how to invest in real estate wi...
Friday, April 4, 2025
The Self-Employed Retirement Plan No One Talks About
Self-employed or running a small business? Discover if a SEP IRA is right for you in our latest video. Learn how it works, who’s eligible, and how much you can save! Check out the full videos on ou...
Friday, April 4, 2025
What is a SEP IRA?
John Bowens breaks down things to know about SEP IRAs – a retirement savings option for small business owners and self-employed individuals. Learn how a SEP IRA can help you save for retirement while ...
Thursday, April 3, 2025
What is a Qualified Intermediary?
What’s a qualified intermediary — and why do you need one for a 1031 exchange? They play a critical role in keeping your exchange within guidelines and your tax benefits intact. Learn more about the...
Friday, March 28, 2025
How This Investor Achieved a 91% ROI with Tax-Free Real Estate Investing
This investor used a self-directed Roth IRA to buy, rehab, and flip a property – earning a 91% return without owing taxes on the profits. Find out how she did it and if a Roth IRA might work for you i...
Thursday, March 27, 2025
How This Investor Achieved a 91% ROI with Tax-Free Real Estate Investing
What if you could earn 91% ROI from a real estate investment—and owe zero taxes on the profits? In this episode of Getting Real, John Bowens breaks down how one investor used the power of a self-direc...
Wednesday, March 26, 2025
Maximizing Your IRA? Don’t Overlook This!
Did you know this about IRA contributions? Many investors miss out on key opportunities when funding their retirement accounts. Steve, an IRA Counselor here at Equity Trust, breaks it down in this qui...
Monday, March 24, 2025
What is a Like-Kind Exchange?
If you’re a real estate investor, understanding this powerful tool could make a big difference for your portfolio. Want more 1031 exchange education? Check out our 1031 Exchange FAQ video on our cha...
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