Why You Should Fire Your Financial Advisor with Bernard Reisz of ReSure Financial Advisors
Release Date: 01/13/2021
5 Different Letters from the IRS - Letter To Seize Assets
The Tax Resolution Ninja Show
Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick, featuring guest interviewer Dr. Jeremy Weisz of Rise25. They discuss what the IRS letter to seize assets means and how to stop it from happening. Allan talks about the two ways of getting a hold placed on the IRS asset seizure order, how to avoid scams, and more! Stay tuned.
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5 Different Letters from the IRS - Letter Saying You OWE MONEY
The Tax Resolution Ninja Show
Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick. Learn more as his guest interviewer, Dr. Jeremy Weisz of Rise25, interviews Allan about the IRS letter saying you owe money. Allan talks about what the letter means and what to do when you receive it. Stay tuned.
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5 Different Letters from the IRS - What is the Discrepancy Letter?
The Tax Resolution Ninja Show
Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick. Learn more as his guest interviewer, Dr. Jeremy Weisz of Rise25, interviews Allan about the discrepancy letter, what it means, and what to do when you receive it. Stay tuned.
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Long Term Care Planning with Natalie Karp of Karp Loshak LTC Insurance Solutions
The Tax Resolution Ninja Show
In this episode of The Tax Resolution Ninja Show, Allan Rolnick is joined by Natalie Karp, Founding Partner of Karp Loshak LTC Insurance Solutions. Natalie shares everything you need to know about long-term care insurance including financing, family protection, and how to design the right policy for you. Stay tuned.
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Classifying Your Workers Correctly with Nance L. Schick, Chief Resolution Officer at Third Ear Conflict Resolution
The Tax Resolution Ninja Show
Listen to this episode of Allan Rolnick’s Tax Resolution Ninja Show as he discusses worker classification with Nance L. Schick, Chief Resolution Officer at Third Ear Conflict Resolution. They talk about the difference between a W2 employee and a 1099 contractor, common mistakes people make when classifying employees (and how to avoid them), and the experiences of working through a global pandemic. Stay tuned.
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How to Fix Your Finances Before Procrastination Makes You Retire Broke with Robert Cannon
The Tax Resolution Ninja Show
Listen to this episode of Allan Rolnick’s Tax Resolution Ninja Show as he talks with Robert Cannon, Managing Director of Cannon Wealth Solutions, about starting your retirement savings now. Robert discusses how most big investment firms sell you short, how to avoid typical investment and tax mistakes, how to work with professionals to manage your wealth, and more. Stay tuned.
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Growing Your Business with Fewer Headaches with Nina Kaufman, Founder of Business Exponential
The Tax Resolution Ninja Show
Listen to this episode of Allan Rolnick's Tax Resolution Ninja Show featuring Nina Kaufman, Founder and CEO of Business Exponential. She discusses how the COVID-19 pandemic has impacted small businesses' survival, the biggest lesson she learned from her failed law practice, getting your business to run without you, and more. Stay tuned.
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Confronting Infidelity and Unshared Tax Situations Between Couples with Relationship Coach, Dr. Marie Murphy
The Tax Resolution Ninja Show
On this episode of the Tax Resolution Ninja Show Allan Rolnick interviews relationship coach, Dr. Marie Murphy, about infidelity and the role that unshared tax situations can play in the discussion. They talk about the struggles you face if you are having an affair, how it could be an opportunity for clarification and growth, how Dr. Murphy helps her clients make the best decision for themselves. Stay tuned.
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5 Different Letters from the IRS - What is the AUDIT LETTER?
The Tax Resolution Ninja Show
On this episode of the Tax Resolution Ninja ShowAllan Rolnick talks about the audit letter–the first of the five different letters that people get from the IRS. Discussing with Dr. Jeremy Weisz of Rise25, Allan explains the audit letter, why the IRS sends it, and what to do about it. Stay tuned.
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Smart Financial Planning for People Under 40 with Simon Brady, Principal of Anglia Advisors
The Tax Resolution Ninja Show
If you’re under 40 and want to make the most out of your time and finances, then make sure to tune in to this episode The Tax Resolution Ninja Show as Allan Rolnick hosts Simon Brady, Principal of Anglia Advisors, to talk about financial planning for people under 40. Simon discusses the smart financial moves to make at different stages of your life, how you can maximize the resources available to you, and how a financial advisor can help you strategize your financial plans early in the game.
info_outlineBernard Reisz is a CPA and a Principal at ReSure Financial Advisors LLC, where he provides financial consulting and tax advisory services. Bernard offers holistic finance and tax expertise, focusing on real estate, entity structuring, and self-directed retirement accounts.
Bernard is also the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance.
In this episode…
What is the real cost of a financial advisor? The short answer is 1.5% per—but that is only half the truth. According to Bernard Reisz, paying a financial advisor a percentage of your portfolio will set you back in millions over the long run for little or no value add.
So why pay so much when you can empower yourself to manage your portfolio and save millions in fees? Is it even possible for you to learn to manage your own financial or investment portfolio?
On this episode of the Tax Resolution Ninja Show, Allan Rolnick interviews Bernard Reisz, the Principal at ReSure Financial Advisors LLC, to discuss the real cost of hiring a financial advisor and why he thinks it’s a bad idea for you to hire one. Bernard also explains why it’s important for everyone to know how the financial industry works, what you can do to take control of your investment portfolio, and how you can manage this successfully without leaking millions in fees. Stay tuned.