Videos

Tuesday, May 26, 2026
What is an Alternative Asset?
Not all investments live in the stock market. Alternative assets like real estate, private equity, and cryptocurrency offer different risk and return profiles, which can play a role in diversificati...
Thursday, May 21, 2026
How a Solo 401(k) Offers Different Benefits Than a SEP IRA
Learn more about a Solo 401(k): https://eqtytrst.co/4tTqVi7 Many self-employed individuals exploring the advantages of a Solo 401(k). Find out why Solo 401(k)s are gaining attention for not only t...
Wednesday, May 20, 2026
Why More Self-Employed Investors Are Choosing a Solo 401(k)
Learn more about a Solo401(k): https://eqtytrst.co/3RorwdU Self-employed investors are looking for retirement plans that offer flexibility, higher contribution potential, and more control over how th...
Tuesday, May 5, 2026
Do taxes in your IRA always signal a problem?
Join John Bowens in this episode of Getting Real as he explains how Unrelated Business Income Tax (UBIT) works within a self-directed IRA. Learn when it may apply and why some investors encounter it w...
Tuesday, May 5, 2026
Why Some Investors Don’t Avoid UBIT
Learn more about how UBIT works in a self-directed IRA: https://eqtytrst.co/4tV4jyv Many investors hear Unrelated Business Income Tax (UBIT) and assume it’s something to avoid at all costs. But in re...
Thursday, April 23, 2026
Will Social Security Run Out in 2032?
There’s a common misconception about Social Security running out. The system is still funded by payroll taxes, even if the trust fund is depleted. The real concern is a potential gap between schedul...
Thursday, April 16, 2026
What Due Diligence Actually Looks Like
Get started with your home inspection today: https://eqtytrst.co/home-inspections Due diligence is an integral part of the real estate buying process. You don’t want to find any uncomfortable surpr...
Thursday, April 16, 2026
What to Check Before Investing
Due diligence doesn’t have to be stressful. For many first-time real estate investors, the process feels unclear or overwhelming. In this episode of Real Estate Rundown, James walks through five s...
Monday, April 13, 2026
Why the Right Room Changes the Conversation
The room you’re in can shape how you think about investing. Beyond Wall Street in Dallas pairs education on self-directed IRAs and alternative assets with more than four hours of intentional network...
Wednesday, April 1, 2026
Is Your Retirement Account Capable of More?
What if your retirement account could do more than you’ve been shown? On April 17 and 18 in Dallas, Beyond Wall Street brings together investors to explore how self-directed IRAs and Solo 401(k)s ca...
Monday, March 30, 2026
Tax-Deferred vs. Tax-Free
Tax-deferred or tax-free? It all comes down to when you want to pay taxes on your retirement savings. Both options have benefits, depending on your timeline and goals. See how each one works and wha...
Friday, March 27, 2026
When Paying Taxes Makes Sense
Sometimes it might make sense to pay taxes now, even when you don’t have to. Join John Bowens in our latest Getting Real as he breaks down the potential benefits behind a Roth conversion. Plus, dis...

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