Videos

Wednesday, February 11, 2026
What Is a Self-Directed IRA?
A self-directed IRA offers you the same potential tax benefits as a Traditional or Roth IRA, but with a much wider range of investment options. Think real estate, private equity, and more. See how t...
Friday, February 6, 2026
Why More Investors Are Choosing Control
For some of our clients, self-directed investing isn't just financial but also fulfilling. From control to the returns, hear why this approach changed how he thinks about this future. Learn more ab...
Thursday, February 5, 2026
Go Beyond Wall Street
Are you ready to take your wealth beyond Wall Street? At Beyond Wall Street: Alternative Wealth Workshop, you'll learn how investors are using self-directed IRAs and Solo 401(k)s to grow their retire...
Friday, January 30, 2026
Who Really Controls Your 401(k)?
Do you control your 401(k)? If you're self-employed, the answer could, and should, be you. Our latest episode breaks down how a Solo 401(k) puts you in control of your plan, your investments, and yo...
Friday, January 30, 2026
Who Really Controls Your 401(k)? (And How to Take It Back)
Learn more about the Equity Solo 401(k): https://eqtytrst.co/equity-solo-k Most investors are handed a limited menu of options inside their retirement plans. But if you’re a business owner or self-e...
Monday, January 12, 2026
Funding Made Simple
When you’ve found the right property for you, don’t let funding delays hold you back. Having access to funding options inside and outside your IRA can help keep the process moving. That may include ...
Monday, January 5, 2026
Important Retirement Dates for 2026
2026 is full of important financial dates, especially if you're managing a self-directed IRA. From tax documents and RMDs to contribution deadlines and Form 5498, there are a few big dates to keep on...
Monday, January 5, 2026
Important Retirement Dates for 2026
2026 is full of important financial dates, especially if you're managing a self-directed IRA. From tax documents and RMDs to contribution deadlines and Form 5498, there are a few big dates to keep on...
Tuesday, December 30, 2025
A Year in Review at Equity
A lot can happen in a year, and 2025 was no exception. From launching new tools to meeting clients across the country, we’re proud of what we built together. Here’s a quick look at some of the momen...
Monday, December 22, 2025
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 submitting fair market valuations and avoiding common mistakes, a little prep now can help you start the new year stron...
Thursday, December 18, 2025
Know Your Numbers
Investing with a self-directed IRA? You’ll want to do the math before making your next offer. Understanding your max allowable offer (MAO) can help you stay aligned with your budget and long-term go...
Monday, December 15, 2025
Real Stories, Real Investors
It’s not just theory. It’s what real investors are doing. Wealth Beyond Wall Street combines stories, case studies, and nearly two decades of experience to show how investors are using self-directed...

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