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

Investing in the Energy Sector explained by Troy Eckard CEO of Eckard Enterprises 26.06.2020

Troy Eckard talks about investing in the energy sector and explains why the markets are behaving like they are and what to look for if you are interested in Investing in this sector. He explains it in a way that even the most novice investor will understand,  with enough information to  keep the attention of the most savvy energy investor. For more information please contact David Day Bu...

Investment Opportunities with C & C Management 19.06.2020

C and C Management Group, LLC is a professional, full service real estate solutions company that buys and sells properties throughout the greater Tri-State (DE, NJ, and PA) area. The Company was Founded in 2011 by Craig and Connie Williams. Craig and Connie have been avid real estate investors for over 8 years. Connie is also a 16 year veteran as a full time realtor, and in 2019 she received her a...

Talking Real Estate with Steve Sheppherd 15.06.2020

Steve Sheppherd, Founder of CheckBook IRA, talks strategies for investing in Real Estate in today's market .

Real Estate Investing - With Dirk Zeller Best Selling Author and Real Estate Coach 01.06.2020

Dirk Zeller has been a licensed real estate agent, investor, speaker, trainer and coach to some of the most successful companies, agents, and teams for over twenty years! As a coach he has a number of clients in the Wall Street Journal certified Top 100 agents in units and volume in the United States. During his real estate sales career, he was recognized numerous times as one of the leading agent...

Client Dan Risman Jones of Ascend Real Estate discusses with Steve Sheppherd how Dan used his IRA to invest in Real Estate 26.05.2020

Dan broadcasts live on his personal Facebook: https://www.facebook.com/drismanjones  and also post to their Facebook page for Ascend Real Estate:   https://www.facebook.com/AscendRealEstateTeam/ The podcast was about how to use Checkbook IRA for retirement investments, with Dan talking about his experience using it to buy a property in Pennsylvania, and with Steve talking about the advan...

Business Financing for either startups, purchasing a existing business or adding cash flow Using Your 401k or IRA 12.05.2020

Anthony Robinson of Benetrends Financial discusses their programs for using your IRA or 401k money  for financing of  either startups, purchasing a existing business or adding cash flow to an existing business. He also discusses using some generous SBA programs for new business financing. For information you can go here https://www.benetrends.com/action/?ID=ITadministration@checkbookira....

Introducing IRA Valuations A Retirement Guardian Company 22.04.2020

In this Podcast we Introduce IRA Valuations and the services they offer. If you take a disbursement from your IRA or 401k,  or restate your plan from a traditional IRA or 401k to a ROTH and have investments other than cash or exchange traded stocks you need a professional valuation of the asset.  IRA Valuations does this with the same outstanding service as you would expect from a Retire...

012 Interview with CoinMe about the best way to have Cryptocurrency in one's IRA 03.10.2019

Jordan Sheppherd, CEO of Check Book IRA interviews two of the top experts in buying and holding Cryptocurrency in an IRA or Solo 401(k) retirement account.  This 40 minute podcast is a must for anyone wanting to learn about Crypto and how to use their Retirement Account to purchase and hold this unique asset. The Podcast was not intended to offer trading advice and should not be construed as...

011 Did you know you can Personally borrow from your Solo 401(k) 23.09.2019

A great advantage of the Solo 401(k) is you may borrow, for any personal purpose 50% of the value of your Solo 401(k) up to a maximum of $50,000.  What a great way to take advantage of your hard earned retirement.  Steven R. Sheppherd of Check Book IRA covers this perk in this podcast.

010 There are better things than cash to contribute to a Roth IRA 16.09.2019

The Roth IRA is amazing, earning tax free dollars for both you and your heirs.  Despite annual contribution limits one may convert large amounts to a Roth from a Traditional account.  You must pay tax on the amount converted.  However, did you know you can contribute other assets to a Roth besides cash.  In fact it is the smartest way to go.  Listen to Steven R. Sheppherd...

09 Why is the Solo 401(k) even better than the Check Book IRA LLC 05.09.2019

Steve Sheppherd of www. Checkbookira.com covers some of the reasons why the Solo 401(k) give more control than even the Check Book IRA LLC.  

08-The Power of the Inherited Roth IRA Lesson 7 - Check Book IRA Lesson 7 - 14.08.2019

Steven R. Sheppherd of www. Checkbookira.com covers how your heir could use the power of TAX FREE earnings of your Roth Check Book IRA.  They can earn and withdraw Tax Free profits at any time AND the Roth Check Book IRA stays in existence until the oldest beneficiary is 82 years old!

07 The Miracle Roth IRA Lesson 6 Check Book IRA 14.08.2019

Steven R. Sheppherd of www. Checkbookira.com covers how amazing the Roth IRA really is.  Tax free earnings for your entire life, and, in Lesson 7 you learn the earnings are tax free to the heirs of the Roth Check Book IRA LLC until the eldest beneficiary is 82 years old.

06 Additional Investment Options for a Check Book IRA - Lesson 5 14.08.2019

Steven R. Sheppherd of www. Checkbookira.com covers a lot of different investment opportunities.  In some cases there may be additional taxes, like actually running a business, but for the most part the tax treatment is extremely favorable.

05 Buying Real Estate is Easy in the Check Book IRA - Lesson 4 14.08.2019

Steven R. Sheppherd of www. Checkbookira.com covers how easy and efficiently it is to use the Check Book IRA to purchase and deal with Real Estate.  No more waiting on Custodial approval and response.  Grab the deal while it's hot!

04 What Can’t you do in a Check Book IRA? Lesson 3 14.08.2019

Steven R. Sheppherd of www. Checkbookira.com covers what Prohibited Transactions as well as Prohibited Parties are.  It's amazing how flexible the Check Book IRA is.

03 Get Checkbook control when you add an LLC to your IRA - Lesson 2 14.08.2019

Steven R. Sheppherd of www. CheckBookIRA.com Covers how a Check Book IRA LLC works.  This gives you, the client, instant and complete control of your IRA funds which are held locally in an LLC Business checking account.  You are named the manager with instant control.

02 The Self Directed IRA is ONLY the beginning - Check Book IRA Lesson 1 12.08.2019

Steven R. Sheppherd of www. Checkbookira.com covers how having a Self Directed Custodian who has nothing to sell you is an important first step to the financial freedom of you IRA or other retirement plan.  A Self Directed Custodian doesn't sell you investment products but charges fees either based upon the value of the account or by the number of transactions your account does.   T...

01 An Intro to the Check Book IRA - The History of the IRA 11.08.2019

Steven R. Sheppherd from www. Checkbookira.com covers the History of the IRA.  It will help you understand why the investment of the IRA's have been tightly controlled by the big banks and brokerage firms.  You'll also learn how the Self Directed IRA came into being with the ultimate product of self control being the Check Book IRA LLC or the Solo 401(k).  Congress has give a gift s...

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