Wed, 25 March 2015
For today's special Solomon Success lesson, our host Jason Hartman invites Jeff Desich on to the show to talk about investing your retirement money correctly and wisely. Jeff Desich is the CEO of Equity Trust, a company that has been in business for over 40 years and overseas the life savings of millions of clients. Jeff explains to the audience the difference between the various retirement options Americans can choose from, how Americas want more freedom and flexibility over their savings, and much more on today's episode.
2:20 – Today's lesson is about investing wisely.
5:00 – Jason introduces Jeff Desich to the show.
7:00 – Anybody can do a self-directed IRA.
11:40 – Only 2% of the American market is self-directed, why is that?
15:10 – Wall Street has a great sales force, but they sell such awful products.
18:10 – The real estate industry is a fragmented business, Jason says to embrace this because that's what keeps the big guys out of it.
22:00 – Equity Trust is not a fan of Checkbook Control LLCs.
27:40 – If Equity Trust sees something that's not right with your account, they will give you a call and let you know. They're like your personal compliance department.
31:45 – There's a special offer just for Jason's listeners at https://www.trustetc.com/offer/053
Mentioned In This Episode: