Episode #3 - Self Managed IRA's and 401k's with Peter Rizzo
Release Date: 10/22/2020
Guidance Accounting Podcast
Nels Larsen, CPA at Guidance Accounting talks with Yonah Weiss of Madison SPECS about Cost Segregation studies, what they are and how they are beneficial to owners of real estate, whether residential or commercial properties. The best way to reach Yonah is on LinkedIn.
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Nels Larsen, CPA at Guidance Accounting talks with Stace Caseria of Trust Deep Agency about the difference in marketing, advertising, and branding. Nels is a CPA, and knows nothing about this stuff. Stace explains this in a way even an accountant can understand. Stace Caseria can be reached at (857) 228-5232
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Nels Larsen, CPA at Guidance Accounting talks with Seth Hendricks, financial advisor with Northwestern Mutual, about year end tax planning opportunities for small business owners. From delaying income and accelerating expenses at the end of 2020 to retirement plan moves, this episode has tax savings ideas for most any small business owner. Seth Hendricks can be reached at 651-905-6495
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Nels Larsen, CPA at Guidance Accounting talks with Jeff Peterson, President and 1031 Expert with CPEC1031, LLC. They discuss the powerful tax benefits of using a 1031 exchange to defer the tax when selling investment real estate and buying a new/replacement property. Jeff walks listeners through the typical 1031 exchange process. Anyone investing in real estate should listen to this episode! Jeff Peterson's contact info 612-643-1031
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Nels Larsen, CPA at Guidance Accounting talks with Nick Furia, owner of Furia Law, where they improve client's ROI on real estate investments by appealing a building's property tax value. Nick explains how the process works in MN, what types of buildings are good candidates for this process, and how long it can take for a successful appeal. Nick's contact info is: Nick Furia 612-850-6526 [email protected] www.NFuriaLaw.com
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Nels Larsen, CPA at Guidance Accounting talks with Seth Hendricks, a Financial Advisor at Northwestern Mutual, about Health Savings Accounts (HSA's). What are the eligibility requirements, how much can you put into them, and how you can use them not only to fund health care costs, but also as a financial planning tool for retirement or to accumulate wealth. A great episode for self-employed and small business owners! Seth can be reached at or 651-905-6495
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Nels Larsen, CPA at Guidance Accounting talks with Eric Weitzer of Baker Tilly about Cost Segregation studies, what they are, why they may be needed, and how they can provide tremendous tax benefits to owners of residential and commercial real estate. Owners of and investors in real estate need to be aware of this tax planning tool. Eric can be contacted at or 414-777-5592.
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Nels Larsen, CPA at Guidance Accounting talks with Tony Schwartz. Tony is a long time entreprenuer who does many things, but our conversation focuses on his investments in residential real estate, and real estate sales. Anyone interested in real estate investing, real estate sales, or who just wants to reach out to Tony to thank him for being on the show can reach him at or 651-295-7550 and his website is
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Nels Larsen, CPA at Guidance Accounting talks with Pete Rizzo, President of Checkbook IRA about self managed IRA's and 401K's, and the benefits and limitations of using them properly to gain more control of your retirement investments. A must-listen for people who want to invest retirement money in real estate, precious metals, and other alternative investments. Pete's contact info is 1-800-482-2760, and the website is www.CheckBookIRA.com
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Nels Larsen, CPA at Guidance Accounting interviews Jim Zugschwert, coach, speaker and author. Jim believes everyone should have their own personal board of directors to help them live a fuller life. Jim elaborates on the process of setting up a personal board of directors and discusses his book, Peak Perspective, which can be found at https://jimzugschwert.com/shop/ols/products/peak-perspective
info_outlineNels Larsen, CPA at Guidance Accounting talks with Pete Rizzo, President of Checkbook IRA about self managed IRA's and 401K's, and the benefits and limitations of using them properly to gain more control of your retirement investments. A must-listen for people who want to invest retirement money in real estate, precious metals, and other alternative investments.
Pete's contact info is 1-800-482-2760, [email protected] and the website is www.CheckBookIRA.com