Videos

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
Friday, September 1, 2023
Can I use my IRA to buy a house I plan to retire in?
To buy or not to buy? Is investing in a house you hope to retire in the right move? Want to have your question featured? Use #AskETC #shorts #realestateinvesting #60secondchallenge #IRA #retirement
Tuesday, August 29, 2023
How do you use your passions to grow your wealth?
How do you use your passion to grow wealth? With a self-directed IRA, you can use your expertise to invest for your retirement. #retirement #retirementplanning #investing #investments #AskETC #earlyre...
Thursday, August 17, 2023
Revealed: 3 Investment Strategies of the Ultra-Wealthy
In this episode of Getting Real, discover the three strategies John has learned working with high-net individuals, ultra-high-net-worth individuals, and family offices over the last fifteen years! 0...
Thursday, August 10, 2023
Why hasn’t anyone told me all I can invest in with my retirement account?
Here’s why you might not know you can invest in real estate and other private market investments with an IRA or other account. #ira #investing #realestate #retirement
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