Videos

Wednesday, June 19, 2024
The One Investment Decision That Changed This Client's Life Forever | Equity Trust
In this episode, discover the one investment decision that changed an investor's life forever! We explore Don's inspiring story of transforming his retirement with the power of self-directed IRAs. Lea...
Friday, May 31, 2024
Championing Dreams: A Founder’s Journey to Empower Investors
From day one, Equity Trust Founder Richard Desich’s mission has been to empower investors to take control of their financial future to achieve their dreams. Five decades later, we’re celebrating the i...
Wednesday, May 29, 2024
1899% Return with a CESA | Self-Direct Beyond Your IRA
Explore the exciting world of self-directed accounts beyond a Traditional and Roth IRA. Learn about the benefits and strategies of self-directing your Health Savings Accounts (HSAs), Coverdell Educati...
Monday, May 20, 2024
What is Diversification?
What is diversification? In this video, John Bowens, Director of Education at Equity Trust, answers this question through the lens of both public and private market investments. Discover the importanc...
Tuesday, May 14, 2024
Uncovering the Hidden Potential of Investing in Your IRA
Discover how a simple question about investing retirement funds led to the creation of an entire industry! Fifty years ago, the concept of self-directed IRAs was just an idea waiting to be realized. T...
Wednesday, May 8, 2024
What is a 1031 Exchange?
Learn how this crucial tax strategy under United States Tax Code 1031 allows real estate investors to defer capital gains taxes by reinvesting the proceeds from the sale of a property into new investm...
Tuesday, April 30, 2024
Using 1031 Exchanges for Property Renovations and Investments
Thinking about upgrading a new property? ?? Use a 1031 exchange to roll your gains into your next project. Explore 1031 exchanges with John Bowens from Equity Trust! #realestateinvestment #1031exchang...
Wednesday, April 24, 2024
How to Invest in Crypto, with Tax-Free Scenarios
Unlock the potential of Cryptocurrency for your retirement with John Bowens. Learn how to leverage a self-directed IRA for tax-smart crypto investments and grow your retirement savings with the power ...
Monday, April 15, 2024
Five 1031 Exchange Rules to Know
Dive into the 5 key rules of a 1031 exchange in this video. Learn how this tax strategy benefits real estate investors, from understanding net selling prices to utilizing a qualified intermediary, plu...
Monday, April 15, 2024
Types of 1031 Exchanges Explained
Delve into the world of 1031 exchanges with Equity Trust's John Bowens. Uncover tax-deferral methods on real estate profits through various exchanges, including delayed and reverse. Equip yourself wit...
Monday, April 15, 2024
Self-directed IRA vs. 1031: What's the difference?
Explore the differences and similarities between self-directed IRAs and 1031 Exchanges. Learn how each can benefit your real estate investments in this explainer video. Check out this link to learn m...
Friday, April 12, 2024
Equity Trust | 50th Anniversary | George Sullivan
50 years of delivering for our clients and giving them the opportunity to reimagine their retirement. Celebrate 50 years with us: https://youtu.be/0YKK-6exWaY #EquityTrust #50years #service
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