Solomon Success » Podcast

Jeff Barnes is a US Navy Veteran, and former Risk Manager for a Fortune 100 company. Jeff is currently the CEO of Self Directed Company, a financial and retirement education and consulting firm. His mission is to create a generation of financially independent individuals empowered to live a purpose-fulfilled life. He is an author, speaker, coach, and consultant.

As a corporate risk manager at a Global Fortune 100 firm, Jeff was called upon to drive technological and strategic change within a multi-million dollar business unit. His unique ability to analyze and implement strategic initiatives has helped to align business goals and objectives for eight and nine figure businesses.

Jeff has been working in the financial services and insurance industry since 2003 and has a propensity for viewing the world of finance and investing in an "outside the box" manner. As a thought-provoking leader in the financial services sector, Jeff has worked with executives at some of the world's largest insurance and financial services companies helping them to expand and fulfill their missions.

Although he has a penchant for driving corporate change, Jeff has a passion for helping individuals achieve true financial freedom. Jeff's book, "The Ultimate Guide to Self Directed Investing & Retirement Planning" became an instant best seller upon publication, and has helped countless individuals think differently about their financial future. He provides coaching and consulting in the areas of finance, investing, and retirement planning, and is always sure to stir up controversial yet stimulating conversations with his peers and other industry leaders.

Key Takeaways:

[5:17] The biggest advantages of self directed 401k plans

[9:35] How you can invest in real estate using your retirement plans, and how you CAN'T invest in real estate

[14:01] The no-no's of retirement investing

[18:27] How you can be a passive investor but still maintain control of the deal

[21:43] Jeff's road from financial planner to where he is today (with a stop at one of the companies most responsible for the financial crash)

[28:11] Why real estate investing is considered an "alternative investment" as opposed to "real investing" like stocks and bonds


Websites Mentioned:

www.selfdirected.com/book

Direct download: SS_86_Jeff_Barnes.mp3
Category:general -- posted at: 10:11pm EST