Peter Rizzo

Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.

Business EN ↓ 44 episodes

Educate yourself on the advantages of a Check Book IRA LLC or a Solo 401(k). Learn how to super charge your investment earnings by having truly Self Directed IRA retirement plan. Tune in to the experts and their guests each week or visit them at www. CheckBookIRA.com or call (800) 482-2760

Author

Peter Rizzo

Category

Business

Podcast website

www.checkbookira.com

Latest episode

Apr 3, 2026

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Episodes

Interview with Laine Schoneberger Managing partner of YREFY 03.04.2026

Yrefy is a financial services company that specializes in  refinancing distressed private student loans and offering investment opportunities to accredited investors. For information on this investment, contact Joe Sabol, CFA Business Development Registered Representative jsabol@investyrefy.com  623-887-6730  Direct Office 877-400-9989  Investor Relations    

Interview with Steve Pugsley Founder of Pugsley and Sons Purveyors of Gold and Silver 12.01.2026

We discuss Gold and Silver - particularly Silver, as a long-term investment to complement your portfolio. He explains the reason for the dramatic increase in value over the last year and gives a detailed explanation of the future of Silver investments.

Interview of Jeff Mossman Author - Financial Advisor Investor 06.01.2026

Interview with Jeff Mossman, Author of "The Cash Flow Millionaire™ is your step-by-step guide to replacing wealth-killing habits with financial heroes that accelerate your path to millionaire status faster than you ever imagined. We discuss different strategies and his favorite Cash Flow Investments.

Physical Gold and Silver in A CheckBook IRA. 05.05.2025

Steve Pugsley of Pugsley and Sons discusses holding Physical Gold or Silver in a Checkbook IRA LLC or Trust. He discusses holding the physical asset vs a certificate that is a promise to deliver. We also discuss the need for metals in your overall investment portfolio

Interview With Denver Lobo of JT Capital a Real Estate Private Equity Firm 09.07.2024

We talk with Denver Lobo about the intricacies of Private Equity Real Estate Financing. We discuss the differences in firms and what to look for when investing. For more information, you can contact Denver at denver@jtcapitalgroup.com or WWW.JTCAPITALGROUP.COM

Passive Real Estate Investments With Christopher Price of Boost Wealth Fund 08.05.2024

We speak with Christopher Price managing Partner with Boost Wealth Fund about passive real estate investing. They talk about their system and what people should be concerned with when looking for passive Real Estate Investments. You can reach out to Chris at Email: Chris@boostmycapital.com Website: https://www.boostmycapital.com/ Free Webinar: https://www.redfoxmultifamily.com/webinar/ LinkedIn: h...

Exploring Non-Recourse Mortgages for IRA-Owned Properties With Gary Mobbs from SouthStar Bank 20.03.2024

Investing in real estate through Individual Retirement Accounts (IRAs) has become increasingly popular among savvy investors seeking to diversify their retirement portfolios. However, when it comes to financing these investments, traditional mortgages may not be an option due to IRS regulations. Non-recourse mortgages offer a potential solution, allowing investors to leverage their IRA or Solo401k...

Maximillian Pace discusses using algorithms for Bitcoin Trading and the halving of Bitcoin 04.03.2024

Animus Technologies CEO Maximillian Pace discusses their approach to Bitcoin trading using their custom algorithm and explains the upcoming halving of Bitcoin plus their flexible account process. For more info email peter@checkbookira.com

Interview With Chris Quintana 21.02.2024

Interview with Chris Quintana where she highlights her Financial Freedom Formula , Reducing Taxes on ROTH conversions plus a number of other estate planning and wealth building strategies.

Interview With Jerry Goodreau of JG2 Companies Developer and Managers of MultiFamily Properties 13.12.2023

JG² Companies owns, renovates, and manages multifamily communities, focusing on ensuring that every apartment provides a comfortable, welcoming home for residents while delivering returns for investors. The company was founded in 1998 and is headquartered in Carmel, Indiana. They have an excellent record of consistent returns to their investors and operate in a part of the country that traditional...

Follow-up with Maximilian Pace Co-Founder and CEO of Animus Technologies – 27.11.2023

Crypto with Confidence. Animus offers reliable, AI-driven trading strategies for digital assets.  We talk about the latest news about Animus and how they differentiate themselves and enable the small investor to trade like the Hedge Fund managers. For more information contact Maximilian Pace  https://animus-technologies.com ⁠ 650-773-9471⁠ ⁠maximilian@animus-technologies.com

Uberwolf Capital, LLC Principle Protection Program 15.10.2023

Uberwolf, LLC is a company originated by Kevin Williams as a vehicle to raise funds for different investment strategies and funds. Uberwolf's first product is the 100% principal protection plan which enables investors to take advantage of high returns available across theCrypto industry, whilst also providing 100% investment capital protection . For more information reach out to Kevin at Uberw...

Interview with David Kapavik Of SouthStar Bank in Texas - Provider of Interest Bearing accounts* and Non Recourse Loans for Checkbook IRAs and Solo 401(k)s 18.09.2023

Choosing the right bank to use with your self directed IRA or solo 401(k) is extremely important, for the ease of doing transactions and the availability of nonrecourse loans can greatly add to the success of your account. David Kapavik or SouthStar Bank in Texas explains how they stand among the best for your accounts. For More information   call 512-384-3948 for deposits Gary Mobbs  (830) 857-14...

Real Estate Notes with Noah Miller of Royal Palm Funding 11.09.2023

We discuss Royal Palm Funding and their process for marketing Notes on Real Estate, both Commercial and Residential . They also finance modest Real Estate Projects in the Southeast and Midwest. For further information you can contact Noah at Noah@RoyalPalmFunding.com or 561-763-4411

Interview with Maximilian Pace of Animus Technologies -Managing Crypto Trading with an AI Platform 31.08.2023

Crypto with Confidence. Animus offers reliable, AI-driven trading strategies for digital assets. We talk about how Animus differentiates itself and enables the small investor to trade like the Hedge Fund managers. For more information contact Maximilian Pace https://animus-technologies.com 650-773-9471 maximilian@animus-technologies.com

Interview with Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club 07.11.2022

We Talk to Chris about her process and investment ideas/ How she educates people to the basics of finance and goes over the mistakes people make in trying to navigate the financial world.  We also discuss her beliefs in investing and what she does when working with clients. She also has a National group Called Financially Sassy Women who meet in person and on Facebook that we discuss in Lengt...

Should I hold Gold and Silver in My portfolio 19.09.2022

Steve Pugsley from Pugsley and son Talks about the advantages and processes of holding Physical Gold and Silver in your investment portfolio. Steve Pugsley www.pugsleyandsons.com 541-292-6933 Cell Phoenix, AZ

Appraising Real Estate, an Inside Look 23.05.2022

In this episode we are talking about Real Estate Appraising with Cynthia Schneider the Chief Strategy Officer for Beckstone Partners. Cynthia got her start in real estate in 2006, starting her first company in the appraisal space and expanding from there. Actively strategizing with clients, lenders and hedge funds through the market crash of 2008, she developed a passion for strategic active and p...

Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club talks about investment strategies in todays economy 14.11.2021

We Talk to Chris about her beliefs. are in investing and what she does in helping clients navigate today's economy and what they are investing inShe also has a National group Called Financially Sassy Women who meet in person and on Facebook that we discuss in Length. Chris is adept at alternative investments for her clients and can be reached through her website https://www.cqconsultingservices.co...

Financing Your Business with Retirement Funds and the Benefits of Turning Your 401k into a ROTH 09.08.2021

For close to 40 years Benetrends Financial has been the authority in small business funding.  Benetrends pioneered 401(k)/IRA Rollover funding with The Rainmaker Plan®, the plan that enable entrepreneurs to use retirement funds to finance a business or franchise, without incurring upfront taxes, early withdrawal penalties, or debt. Tony Robinson is a Senior Consultant and has been with Benetr...

Tim Berry Estate and Retirement Planning Seminar 11.06.2021

I would like to formally invite you to a class I’m going to give on advanced strategies for 401k plans. I’m not much of a hype man so I’m going to keep this really simple.  The one constant I see with 401k clients is they haven’t fully realized how incredibly powerful their 401ks really are.  Just stop and think about it.  These accounts can be completely tax free and yet protected...

Interview with Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club 26.04.2021

We Talk to Chris about her book - The Less You Know the More They Make - How it educates people to the basics of finance and goes over the mistakes people make in trying to navigate the financial world.  We also discuss her beliefs in investing and what she does when working with clients. She also has a National group Called Financially Sassy Women who meet in person and on Facebook that we d...

Now Might be the Best Time to Convert Your Traditional 401k or IRA to a Roth 17.11.2020

Steve Sheppherd - Founder of IRA Valuations and Checkbook IRA discusses the process for converting your traditional retirement plan to a ROTH  plan. He discusses the Pros and Cons and why this might be the ideal time to convert. For more information contact Peter@checkbookira.com or Jordan@checkbookira.com

The CARES Act and your Retirement Plan 19.10.2020

Jordan Sheppherd discusses different uses of the CARES act with your Checkbook IRA or Solo 401k . 

Interview with Adam Shifter , Chief Experience Officer for our preferred Custodian Kingdom Trust 18.09.2020

Adam Schifter is the Chief Experience Officer of Kingdom Trust, an alternative asset custodian with over $14 billion dollars in assets under custody across more than 100,000 individual accounts. In this role, he is responsible for ensuring positive client experiences across all of the firm's touch-points. Prior to Kingdom Trust, Adam worked in the emerging bitcoin and digital assets industry, help...

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