We can’t be experts in everything, so we try to find advisors who can help us with the subject matter we don’t know as well. Bernard Reisz is a CPA who provides an integrative approach to tax and financial planning for real estate pros that focuses on unique profiles and opportunities. He took notice of the misalignment of interests and how people are not getting a comprehensive picture of the tools and strategies out there, and he decided to make things clearer.
Listen in to learn how to take control of your future finances and orchestrate your wealth building without abdicating or subordinating your wealth plan. You’ll gain clarity on the confusing and jumbled world of financial and investment tools and hear Bernard’s insight on many of the issues that trip people up so you can do better with your finances.
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- 2:13 – Introducing Bernard and what he does to help real estate pros.
- 3:05 – How he got involved in his niche.
- 5:34 – The confusion of what’s out there and why it’s so important to take control of your own finances.
- 7:57 – Common reasons for issues in investment and financial products.
- 10:15 – What ties inefficiency to opportunity.
- 11:45 – How to get started and find the right opportunities.
- 15:00 – How to see the truth about your returns.
- 17:27 – What Bernard does to help his clients with deference and compounding of taxes.
- 19:45 – How to balance distributions and deferrals based on tax rates and brackets.
- 21:15 – The benefits of Roth and when to do that.
- 24:00 – How Roth IRA works for future generations.
- 25:02 – Why you have to be involved in the right custodian that allows for true self-direction.
- 26:25 – The benefits of checkbook control.
Featured on the Show:
- Bernard Reisz: LinkedIn | Investopedia | Twitter | Facebook
- 401k Checkbook
- Agent Financial
- Captive Insurance
- Peter Thiel & Mitt Romney
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