191. Everything About Retirement, IRA and Real Estate with John Bowens
Release Date: 02/01/2023
247: How AI is Leveling the Playing Field for Investors with Andrew Einhorn
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. In this episode, we sit down with Andrew, the founder of LevelFields AI, to discuss how his company is using advanced data analysis and artificial intelligence to give individual investors access to the same powerful insights that were previously only available to large financial institutions. Andrew shares how his platform scans thousands of news sources and company filings in...
info_outline
246: Navigating the Complex World of College Planning and Financing
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your lifestyle and economy. In this episode, Paul and Brad delve deep into the intricate world of college planning and financing. They discuss the critical steps involved in the late-stage college planning process, including visits, testing, negotiating with schools, and securing various forms of financial aid. They also explore the differences in guidance counseling services between private and public schools, and...
info_outline
245: Building a Well-Oiled Business Machine
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your lifestyle and economy. In this episode, Paul Thompson shares his insights on developing an effective process for running a successful business. He outlines his approach to setting big, hairy, audacious goals, breaking them down into a 3-year vision and 1-year plan, and then implementing a cadence of weekly tactical meetings and daily huddles to drive execution and accountability. Paul emphasizes the...
info_outline
244: Mastering Marriage, Entrepreneurship, and the Art of Living by Design
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your lifestyle and economy. In this introspective episode, Paul Thompson reflects on two pivotal journeys – his marriage and entrepreneurial ventures. As he celebrates his 19th wedding anniversary, Paul shares poignant insights on the evolving phases of marriage and the intentional commitment required to build a lasting partnership. He then shifts gears, discussing his involvement in an ambitious mastermind group...
info_outline
243: Leveraging Podcast Guesting to Raise Capital and Build Your Brand with Trevor Oldham
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your lifestyle and economy. Trevor Oldham, founder of Podcasting You, shares valuable insights on how real estate investors and entrepreneurs can effectively use podcast guesting as a strategy to raise capital, build authority, and grow their businesses. He discusses the tactics and best practices for identifying the right shows, creating compelling pitches, repurposing content, and nurturing relationships with...
info_outline
242: An Insider’s Guide for Out-of-State Investors with Andrew Kim
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your lifestyle and economy. Industry experts Paul Thompson and Andrew Kim explore the opportunities and obstacles for investors eyeing single-family rentals across the Sun Belt. With boots on the ground from Dallas to Memphis, Andrew offers hard-won advice for vetting deals, financing purchases, and managing rehabs remotely. Gain valuable perspective on the pros and cons of multifamily versus single-family...
info_outline
241: The Lone Star Journey with Dasha Beardsley
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your lifestyle and economy. Rising star Dasha Beardsley joins Paul in this episode to discuss an unexpected secret to investment success—health optimization. As Manager of Data Science for Cadre, Dasha crunches property numbers by day while juicing up her own vitality by night. Learn how blending profit with daily wellness habits can maximize personal and portfolio performance. Key Takeaways: Simple self-care...
info_outline
240: The Microdose Diet Journey with Peggy Van de Plassche
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. Join us on a fascinating journey into the world of the Microdose Diet with Peggy Van de Plassche, a former finance expert turned entrepreneur focusing on psychedelics. In this episode, Peggy shares her background in finance, her entrepreneurial journey, and her transition to focusing on psychedelics, particularly microdosing with magic mushrooms. Discover how this holistic protocol...
info_outline
239: Real Estate Resilience with Jordan Silvester
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. In this insightful episode, real estate investor and agent Jordan Sylvester shares his candid journey through the rollercoaster of the recent Canadian housing market. With raw honesty, Jordan recounts the hard-earned lessons from a series of investments that went awry due to unforeseen interest rate hikes. However, his resilience and thirst for knowledge shine through as he...
info_outline
238: Creative Asset Protection for Savvy Investors with Scott Royal Smith
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. Paul Thompson taps the mind of asset protection expert Scott Royal Smith in this wide-ranging discussion exploring creative strategies to shield your wealth. Learn the crucial steps these pros say you must take to fortify your investments against legal attacks and economic uncertainty. From anonymous LLCs to ironclad trusts, they reveal the keys to bulletproofing your empire. Key...
info_outlineInvesting in real estate is one of the most significant assets anyone could have. But other than that, a retirement plan is also crucial for you to really enjoy the fruits of your hard work and success. Investing in your retirement can give you many benefits, from purchasing properties to medical care and many more!
In this episode, John Bowens, Equity University’s Director of Education at Equity Trust Company, has extensive knowledge of the self-directed IRA/401(k) process and will share his expertise with us. He discusses the three critical steps to optimizing your retirement accounts and how you can buy real estate properties using your IRA.
He also took the time to remind you not to raid your retirement plan! Tune in now and know why.
Highlights and Resources:
- John’s Real Estate Background
- Public market’s limited investment opportunities
- The Modern Portfolio Theory
- The EARN Act legislation
- Three steps of optimizing your IRA for custodian
- What you need to know about IRA
- Why you should not raid your retirement plan
- Buying a Real Estate property with IRA
- Equity Trust - www.trustetc.com
About The Guest
John Bowens, who is the Director of Education at Equity University, knows a lot about how the self-directed IRA/401(k) process works. John was personally taught how to invest in a self-directed IRA by Equity Trust's founder, Dick Desich. As a result, John has made a compelling educational program that goes into great detail about the technical parts of investing in a self-directed IRA. John incorporates real-world case studies and current market-focused applications and excites, energizes, and engages audiences.
Specialties: Assisting individual investors to purchase real estate and various other alternative assets with a self-directed IRA, 401(k), or another retirement account. These assets include, but are not limited to, rental properties, apartment complexes, commercial real estate, private equity funds, privately held LLCs, C-Corporations, tax liens, oil and gas partnerships, raw land, and a lot more.
Join the Community
I'd love to hear your comments and questions about this episode.
Here are some great ways to stay in touch or get involved in the My Freedom Foundry community!
FREE Facebook Group - My Freedom Foundry - Free Yourself With Real Estate Investing | www.facebook.com/groups/myfreedomfoundry
Freebies and Resources
To Assist You in Growing Your Business | www.pauldavidthompson.com/work-with-me
Grab your copy of my best-selling book: ESCAPE: Money Mindset to Freedom with Stocks, Real Estate, and Starting Your Own Business is available at Amazon: www.amazon.com/ESCAPE-Mindset-Freedom-Starting-Business/dp/194987365X.
If you like what you hear, please subscribe and leave a rating or review!