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3 Things You CAN'T Do With Self-Directed Accounts (& All the Things You CAN) (ft. Amanda Holbrook) | The Legacy Podcast
Manage episode 434893153 series 3562167
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11Welcome to the Legacy Podcast! Today, I'm sitting down with my great friend Amanda Holbrook, who works with Specialized Trust Company. She is my go-to person for all things self-directed retirement accounts. I think Amanda is probably the most under undervalued resource that we all have access to. She understands this world where there are trillions of dollars available to you and me from people in their retirement accounts that they can then self-directed into your real estate deals, into your business deals, and unlock troves of capital that you didn't know was available to you before. So from a private money raising standpoint, this is a tool that will open up vaults of cash for you and your business. So we're going to sit down with Amanda to learn all about self-directed retirement accounts. I want to hear a little bit about what's going on with, the folks that have their retirement accounts with her and kind of what they're looking for, how they're deploying, what their mindset is right now on the private lender side of things, and really dive deep into all that stuff. Plus, we'll talk about 3 things you can't do with self-directed accounts (and all the things you can).
//CONNECT WITH AMANDA & SPECIALIZED TRUST COMPANY Instagram: @specialized_trust_company Website: specializedtrustcompany.com Email: [email protected] Calendar link: https://my-schedule.timetrade.com/app/td-3313916/workflows/cmvmr/schedule/welcome?wfsid=mi8ic7ojklbiupoditj9gr168aku02b5&view=full&fs=1
0:00 It's Amanda Holbrook! 3:04 What is a self-directed retirement account? 16:14 What are you seeing right now? 21:06 Timelines & Diversification 30:08 Peter Thiel 36:56 How do you grow an account quickly?
//CONNECT WITH TIM linktree.com/timbratz
//ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com
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