470. Should We Invest In IRA When We Are Already Investing In Our Businesses w Terry White
Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Release Date: 09/30/2020
Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, host Josh Crouch talks with Clay Neumeyer, President of Service Loop Electrical, and Joseph Lucanie, Electrician and Senior Sales Representative at Jones Services, are also the hosts of the Million Dollar Electrician Podcast. They discuss how they help service business owners grow...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, host Josh Crouch talks with Eric McGrath, leadership coach, EOS Implementer, and Chief Excellence Officer at Driven Leadership. They talk about how Eric helps business owners grow by building better leaders and teams. Eric shares how the EOS system improves structure, goal setting,...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, host Tersh Blissett talks with Michael Caito, CEO of Map Consulting, an Active Member of EO and YPO and Former Co-Founder of Restaurants on the Run. They discuss Michael’s journey from entrepreneur to CEO and how he grew his business by focusing on disciplined leadership and goal...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, hosts Tersh Blissett and Josh Crouch chat with Jacob Gee, Chief Financial Officer at Gee Heating and Air, and Wil Kinsey, Director of Sales at Conduit WC. They discuss how HVAC businesses can boost profits through extended warranties and reinsurance. Jacob and Wil explain how...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of Service Business Mastery, hosts Tersh Blissett and Josh Crouch sit down with Justin Riley, President of UpFrog. They explore how UpFrog helps HVAC businesses grow through online pricing tools and smart ad strategies. Justin explains how tracking customer buying habits, improving follow-up, and simplifying installs can...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - --------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this Service Business Mastery podcast episode, hosts Tersh Blissett and Josh Crouch chat with Dr. Adam Boender, the strategic implementor at QA, Regen Consultants, and Paul Bakhtiar, the business strategist at Helios Consultants, about how business owners can feel better and live healthier. They talk about how hormone and peptide...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of service business master podcast, host Josh Crouch sits down with Nick Jascomb, Sales Manager at CallRail. They discuss how CallRail’s tools help businesses track calls, measure marketing performance, and improve lead follow-up. Nick shares how AI-powered insights quickly identify valuable leads and boost customer...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, recorded live at EPIC 2025 in Orlando, hosts Tersh Blissett and Josh Crouch chat with Jen McKee, owner of Kee Hart Marketing and host of The Kee to Growth podcast. They explore how Jen’s early success with a plumbing client on TikTok led her to start her agency. She shares why simple videos and real storytelling help...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, hosts Tersh Blissett and Josh Crouch chat with Kristen Deese, who is the Chief Financial Officer at The Virtual CFO for the Trades, Paradise Home Services, and AGS Installations, INC. Kristen shares how running home service businesses with her husband led her to help other owners understand their numbers. She explains...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit.No coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, recorded live at Rilla Masters 2025 in Las Vegas, hosts Tersh Blissett and Josh Crouch chat with Dustin Van Orman, Marketing Manager and President of Business Development and M&A at Any Hour Services - Electrical, Plumbing, Heating & Air.They explore how Dustin’s early love for fixing things led him to...
info_outlineTersh talks with Terry White, President & CEO of Sunwest Trust. He has been working in the real estate & investment world for 35+ years, and he’s got the expertise to prove it. After graduating with a degree in Accounting and working as a controller for a local title company, Terry launched a small escrow company, which quickly gained a reputation for being honest, hardworking, and fair. In 2003, Terry took his success a step further and formed Sunwest Trust, Inc. Headquartered in Albuquerque, New Mexico, Sunwest Trust, Inc. was founded on the principle of offering clients real-world solutions to all of their self-directed IRA and escrow management needs. Today, Sunwest Trust, together with Sunwest Escrow, serves its clients as both escrow agents and IRA custodians for Individual Retirement Accounts.
Terry has led Sunwest Trust with one goal: to provide outstanding service to each and every client by listening to them and learning exactly what they want. His passion lies in educating investors to build their own self-directed IRA’s, customized to fit their needs and financial goals. When he’s not in the office, Terry enjoys fly fishing, biking, traveling with his wife, and spending time in Colorado.
Connect with Tersh www.serviceemperor.com or on social media @tershblissett
CONNECT WITH TERRY
[email protected]
www.sunwesttrust.com
www.sunwestescrow.com
Check out this summary of Terry's book titled "When All You Have Is A Hammer...: An Informational Guide To Self-Directed IRAs":
“If all you have is a hammer, everything looks like a nail.” Bernard Baruch, American Businessman
As a young man, Terry White worked as a framer for his dad’s construction company. He used a big, heavy framing ax to pound 16-penny nails into 2 x 4s. An astute observer, he noticed that the finish carpenters on the site used a delicate, little hammer for their work of installing woodwork, window sills, and molding. The tool Terry used for his work was not the right tool for the job of a finish carpenter, nor did he have the skill to become a finish carpenter; he recognized that and took the lesson with him into adulthood.
With that story in mind, Terry chose the title for this book to position the Self-Directed IRA as another tool you may use to achieve your retirement goals. It is his opinion that Self-Directed IRAs are not for everyone; but for the right person, a Self-Directed IRA may be just the right tool for the job.
Self-Directed IRAs are great tools if you have the knowledge and skills about that in which you are investing, or want to acquire the knowledge and skills about that in which you want to invest; or are able to hire someone with the knowledge and skills about that in which you want to invest. Terry wrote this book as an informational guide for those who may be interested in Self-Directed IRAs. Readers will gain a broad overview of what owners of Self-Directed IRAs may expect and some of the investments they may purchase.
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