Podcast appearances and mentions of amanda holbrook

Click Here for the Show Notes In this engaging conversation, Amanda Holbrook discusses the importance of self-directed IRAs and real estate investing. The discussion emphasizes the need for financial education, the mindset shift required to view real estate as a viable investment, and the benefits of diversification. Amanda explains the dual growth potential of real estate investments, creative financing options, and the advantages of using a solo 401k for immediate cash flow. The conversation offers insights on leveraging retirement accounts for wealth building and financial freedom. The speakers highlight the value of passive investments, particularly in real estate, and the importance of building a reliable support team for investment decisions. They stress learning through experience, creating personalized action plans, and using self-directed IRAs—especially Roth IRAs—for tax-free growth. The conversation underscores the importance of accountability and encourages listeners to take action toward their financial goals.  --------------------------------     

In this week's insightful episode of Inside The Wolf's Den, hosts Shawn and Joni Wolfswinkel welcome Amanda Holbrook, a Certified Self-Directed IRA Professional at Specialized Trust Company in Albuquerque, New Mexico. With over 15 years of experience in the self-directed IRA space, Amanda is a powerhouse dedicated to empowering individuals on their journey to financial freedom. Join us as Amanda shares her passion for self-directed IRAs and breaks down complex concepts into relatable insights that everyone can apply. She begins by explaining what self-directed accounts are and how they can be leveraged for real estate investments, outlining the types of accounts individuals can self-direct, along with any specific requirements or limitations.Amanda also sheds light on how current and former employer-sponsored 401(k) plans can be converted into self-directed accounts, discussing the challenges that may arise during the transfer process. Next, she dives into the exciting world of real estate opportunities available through self-directed accounts, sharing creative deal structures that investors can explore. As we look ahead to 2025, Amanda highlights important deadlines and common pitfalls to be aware of as new investors navigate self-directed investments. She emphasizes the role of professional management in maximizing the benefits of these accounts, particularly in the realm of real estate. Don't miss this opportunity to learn from Amanda's wealth of knowledge and discover an episode filled with actionable insights and expert advice! Specialized Trust Company Link: https://specializedtrustcompany.com

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: aholbrook@irastc.com 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 SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

Last episode we talked about taxes from the perspective of real estate investors, so this week we brought in Amanda Holbrook from Specialized Trust Company to talk about Self-Directed IRAs and how real estate investors can use them to their advantage. Amanda talks about how she started in the self-directed and real estate spaces, who can self-direct an account, and why it's so important to start looking at your Roth or 401k RIGHT NOW!Brought to you by: upright.usProduction team: connversa.comMusic by: Jeremy Blake 

What is the difference between a regular IRA and a self-directed IRA? What are the benefits of a self-directed IRA? Amanda Holbrook, from Specialized Trust Company shares her knowledge.What are the main differences between a regular IRA, for example, Fidelity or Vanguard, and a self-directed IRA?When you're at some of those big box companies, they will give you that old pat on the back stuff and say," Oh, Steph, you can go and pick your stocks, bonds, and mutual funds yourself". That is not true self-direction. To do true self-direction is to invest in what you know, and it's the same types of vehicles that you've become accustomed to Roth IRAs, traditional IRAs, 401 K's, and health savings accounts, the same ones you see over there, except when you shift over here. Instead of picking your little toys out of that sandbox called stocks, bonds, and mutual funds, we give you the whole playground. You can participate in a big commercial deal, be a private money lender, and own a rental property inside your retirement account versus the stock market. These things have been around since the 70s, and the knee-jerk reaction I get is, "Oh my gosh, this is crazy. How come no one in my professional roundtables ever told me about this?" And a lot of times, it comes down to money because a lot of those institutions don't get paid when you create an account and when you invest in opportunities in your backyard, when you put money on Main Street versus Wall Street, that's the big difference.Can we invest in other assets besides real estate?It's almost Pandora's box. The IRS, and how the codes are written don't tell you, "Oh, here are all the beautiful things you can do to take advantage of our tax code", they tell you what you cannot do. As long as you're not violating one of these cardinal rules, self-dealing, which is to buy something you already own, doing business with anyone up and down your family tree: parents, grandparents, spouse, children, off limits, if they branch off such as brothers, sisters, aunts, uncles, cousins, nieces, nephews, they're okay. Your siblings can fund your deals, you can fund your siblings' deals, or stock of a sub chapter S company life insurance. There are certain things like collectible artwork that cannot be held. No artwork, no collectibles. Everything you can think of outside of that shortlist is doable: tax liens, private lending, precious metals, oil and gas, timber. I have brothers down west of Fort Worth, they breed cattle in their retirement account because it's what they know. Real estate is one of those three basic needs of every human on the planet. That is the most common but there's a million different ways you can participate in real estate.Amanda Holbrook(505) 514-0587aholdbrook@irastc.comwww.specializedtrustcompany.comJoin us at The Advanced Real Estate Investing Summit: www.aresummit.com

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************MEET THE HOSTSScott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance.Amanda Holbrook, Certified Self-Directed IRA Professional. Amanda is a Key Account Representative at the Specialized Trust Company.*********************************************************************************KEY TAKEAWAYSAre you satisfied with what your retirement account is earning? Cut out the middle-man, become the bank and consider a self-directed account. Self-directed accounts enable you to achieve tax-sheltered profits to grow your nest egg faster. Learn how you can generate capital for repeatable tax-free investing to yield tax-free profits. Family members can join forces using this strategy to create generational wealth and build a lasting legacy. Discover what types of retirement accounts qualify and where to go for assistance or additional information.FREE EBOOK - Grow Your Wealth Tax-Free Learn The Strategies Used By The Top 3%: https://fieldguide.specializedtrustcompany.com/fieldguidebratzReady to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains all of our video Masterclasses, ebooks, and other educational materials.*********************************************************************************FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

With many feeling overwhelmed with the current state of the economy, a volatile stock market and interest rates rising, wouldn't it be nice if you could protect your retirement investment? Eddie Wilson sits down with Amanda Holbrook from Specialized Trust Company to discuss self-directing your retirement funds and how to “recession proof” your portfolio. They'll discuss the current trends, how self-directing retirement funds could help active real estate investors, plus how Specialized Trust provides education on diversifying your portfolio. For more info, visit SpecializedTrustCompany.com.

In this episode, my guest Amanda Holbrook with specialized trust company breaks down the importance of understanding how to use and leverage the proper retirement vehicles to earn larger returns today in your working years! If you think I am too young to be talking about retirement I promise that this is an episode you need to listen to. You can learn not only how to make tax-free money for yourself but also how to gain access to all the money you'll ever need to buy more real estate. Need to Talk to Amanda? Call her directly and tell her you got her number from listening to this podcast. 440.341.3685 Like talking about these topics? Join the conversation. Sign up for Morning Mindset Coffee today! https://my.captivate.fm/Morningmindsetcoffee.com (Morningmindsetcoffee.com) Connect with me on IG @Mindsetmarlon

Today my guest is Amanda Holbrook with Specialized Trust.  She has been a key account manager and has lived in the self-directed space for over 13 years.  Not only has she connected with investors all over the country, but she also practices what she preaches by investing herself and has her kids investing in self-directed Roth IRAs.  Or as Amanda describes those accounts…”TAX-FREE FOREVER!!”I myself opened up my Solo-401k with Specialized back in 2018 and since then I have invested in first position notes on real estate, private lending, note funds, trust deeds, a private company looking to go public in 2022 and even a TEAK farm in Nicaragua!Not sure if you should open an IRA or a Solo-K?  Listen in for some of the pros and cons of both!Helpful Resources:Specialized Trust CompanyFacebook GroupFree Gift! – Specialized Trust Field GuidePeter Thiel's MEGA Roth IRA storyConnect with Amanda Call/text - 505-514-0587Email – aholbrook@irastc.comSchedule a one-on-one with AmandaStay connected with Wealth and Freedom Nexus!Instagram Twitter      YouTube   www.wealthandfreedomnexus.comWant to support the show?  Buy me a coffee or become a Patreon member!As always, be sure to follow, subscribe, rate and share this podcast with other like-minded individuals who are in pursuit of wealth and freedom!

In this video I speak with Amanda Holbrook who is an expert in Self Directed IRA and how to use these retirements to generate passive, achieve financial freedom, provide a legacy for your children, save taxes, protect against inflation. Just amazing.

Amanda Holbrook is a passionate driving force in the world of self-directed IRAs for over 13 years and running. Her experience makes her a triple-threat working for you at Specialized Trust Company. Excelling at the largest self-directed firm in the country lead to having spent 5 successful years in the turn-key real estate world. This culmination provides a unique industry perspective creating immediate growth for the families and businesses she works with. Her commitment has always been empowering clients to create their own financial freedom by providing knowledge, opportunity, and support.   She has the ability to really connect and simplify the self-directed concept so that anyone can apply it in their lives. Even her kids self-direct. Amanda is a proud mother of two, loving wife, self-directed IRA ninja, & investor in that order.   Book your FREE half-hour financial freedom session with Amanda! My Calendar - https://my-schedule.timetrade.com/app/td-3313916/workflows/cmvmr/schedule/welcome?wfsid=16a5bdb5-baba97f6-16a5be04-baba97f6-00000002-sdftp0te2pip36fkfq480h8hnq2fsgvu&view=full&fs=1   Free Ebook *Mention Amanda Holbrook & Jen Josey for additional goodies!  https://specializedtrustcompany.clickfunnels.com/free-book   WEB: https://specializedtrustcompany.com/ Facebook: https://www.facebook.com/specializedtrustcompany IG: https://www.instagram.com/specialized_trust_company/

Building up your IRA or 401(k) takes a lot of time, effort, and dedication, all in the dream of taking it easy after retirement. However, you don't have to wait for years in order to reap the benefits of your retirement account. Vice President of Specialized IRA Services, Amanda Holbrook, reveals what your retirement account […]

Amanda Holbrook is a passionate driving force in the world of self-directed IRAs for 10 years and running. Her experience in the self-directed and real estate investing arenas allows her to add remarkable value to all of the families and businesses she works with. She has the ability to really connect and simplify the self-directed concepts so that anyone can apply it in their lives. Even her 6 year old self-directs. Amanda is a proud mother of two, loving wife, self-directed IRA ninja, & active real estate investor in that order. In this episode, we talk about: What is self-directed investing How can you simplify IRA's What women can do now to take control of their investments Sign up for the Real Estate Investing for Women Online Summit by going to www.blissfulinvestor.com/event  To watch the EXTRA portion of this show go to RealEstateInvestingForWomenExtra.com ------------------------------------------------------ Learn how to create a consistent income stream by only working 5 hours a month the Blissful Investor Way. Grab my FREE guide at http://www.BlissfulInvestor.com

I am so excited to be announcing that we are releasing a new book called Real Estate Investing for Women: Expert Conversation To Increase Wealth and Happiness the Blissful Way.  This amazing book was an invitation only project and I only invited the guests from my podcast who you ladies loved. Guests that you sent me special emails about or who you mentioned to me in our conversations.  So, this group of experts are the best from my show. In this series, I’ll be highlighting the authors in the book so you can get to know them a little better.  Today I’m talking to Amanda Holbrook about maximizing your investment growth using a self-directed IRA. I’m so excited to be sharing this book with you!  We’ll be launching the book on Wed.  Jan 15.  Mark your calendars, so you can get your copy.  And let’s get it to the bestseller status it deserves! As part of this book launch, I’m also hosting the Real Estate Investing for Women Summit.  At the summit many of these amazing authors will be taking the stage to share more of their highly sought after expertise.  I’ll be your host and one of the speakers too. If you’d like to join us for this, one-of-a-kind women’s real estate event that will change your life forever, get tickets at Blissfulinvestor.com/events

Amanda Holbrook is a passionate driving force in the world of self-directed IRAs for 10 years and running. Her experience in the self-directed and real estate investing arenas allows her to add remarkable value to all of the families and businesses she works with. She has the ability to really connect and simplify the self-directed concepts so that anyone can apply it in their lives. Even her 6 year old self-directs. Amanda is a proud mother of two, loving wife, self-directed IRA ninja, & active real estate investor in that order In this episode, we talk about: The 5 pillars of self-directed investing Top 3 obstacles for financial freedom The importance of diversification   Get Amanda's field guide to financial freedom for free at https://specializediraservices.clickfunnels.com/financial-freedom-moneeka-sawyer-real-estate-investing-for-women You can also sign up for a free consultation call with her.

Amanda Holbrook is a passionate driving force in the world of self-directed IRAs for 10 years and running. Her experience in the self-directed and real estate investing arenas allows her to add remarkable value to all of the families and businesses she works with. She has the ability to really connect and simplify the self-directed concepts so that anyone can apply it in their lives. Even her 6 year old self-directs. Amanda is a proud mother of two, loving wife, self-directed IRA ninja, & active real estate investor in that order In this episode, we talk about: The 5 pillars of self-directed investing Top 3 obstacles for financial freedom The importance of diversification   Get Amanda's field guide to financial freedom for free at https://specializediraservices.clickfunnels.com/financial-freedom-moneeka-sawyer-real-estate-investing-for-women You can also sign up for a free consultation call with her.

Self-directed retirement accounts or self-directed IRAs is something that a lot of people are not too familiar about. A self-directed retirement account is no different than any other retirement account or IRA. Legally speaking, according to IRS regulations, you can self-direct virtually any retirement account, and what you can put into a retirement account is almost limitless. Amanda Holbrook, Vice President of Specialized IRA Services, talks a little bit about the benefits of self-directed retirement account and how to utilize them. If you want to know how you can take advantage of expanding or growing your portfolio using a self-directed retirement account and a little bit about diversification, this episode is for you. Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest in this episode is Amanda Holbrook. Amanda is a passionate driving force in the world of self-directed IRAs for 10 years and running. Her experience in the self-directed arena & turn-key real estate industry makes her a triple-threat as the Vice President of Business Development for Specialized IRA Services. This culmination provides a unique industry perspective resulting in immediate growth and results for the families and businesses she works with.

Amanda Holbrook from Specialized IRA Services is here with me today. We are talking about self-directed IRAs. We go into the details of how you can open one or how you can transfer an old 401(k) into one. True self-direction is not limited to stocks and bonds. Self-directed accounts allow you to get off of Wall Street and onto Main Street by investing in tangible assets. When it comes to making and keeping money, tax advantages as well as having capitol to invest are major advantages. Having a team to help you set up something like a self-directed account can make it easy to begin earning and saving like never before. Amanda shares strategies and clears up misconceptions about this smart retirement strategy. You can find Amanda here: Ask Loral Show Notes [02:27] Amanda started out working in the conventional lending industry. She then discovered peer-to-peer investing. Then she found out with the self-directed IRA, we can be private lenders to each other. [03:11] Self-Directed IRAs are the vehicle that lets you invest in something that you know. [03:31] True self-direction is not being limited to stocks, bonds and mutual funds. You can also invest in the nontraditional space. [04:34] With a self-directed IRA you have a lot more creative opportunities to get double-digit returns on your money. [04:51] Anyone with a social security number and earned income can have a Roth IRA. [05:16] With an old employer 401K it is to roll it into a self-directed IRA. [05:39] With a Roth IRA you pay the tax on the seed not the crop. [05:44] Get your kids started with a Roth IRA. It's how to build the trust fund babies of tomorrow. [05:52] The entire point is to get the money off of Wall Street and back onto Main Street. [06:28] Get professional pictures of your baby done and issue them a 1099 for the Roth seed. The limit for the year is $5500. [07:13] If this $5500 grows at 10% until your baby is 591/2, you have over 2.5 million of tax free income for your child. Take action today to set your children up monumentally for tomorrow. [08:12] There are three steps to moving a 401k. Once you have deposited the funds, you can pick a non-traditional investment. [09:20] There are no tax consequences as long as you keep the vehicle the same. It's a lateral move. [09:45] Self-directed means you are not limited to, stocks, bonds and mutual funds anymore. [12:04] A Roth IRA is a big piece of how you can keep your money. The taxes are already paid. [12:24] A Roth solo 401(k) is the account to have for self-employed people. You can put 18,500 in the tax-free portion and up to 36,000 in the tax-deferred portion. [13:35] Your Roth IRA can also be zero cost capital. You can take a loan out and pay yourself back. [14:47] You can bite tangible assets like gold, real estate, and other investments. You can have tangible investments that are insured in your tax-free account. [15:58] When you purchase a property and do a deal you do it in the name of your IRA. It is all about how you title the property. All expenses come from the account and all profits go back into the account. [16:49] You can also be a lender. When the money is made payable it's payable to your account. This is how the money grows tax-free. Month after month after month. [17:41] Things that can't be included are life insurance policies, collectibles like artwork, and you can't fund yourself in a business dealing. [18:30] You can't benefit out of the retirement account in the here and now. Your spouse is also off-limits. Aunts, uncles, nieces, nephews, are all okay to do business with. [19:33] Things to look for when finding the team. Find people who practice what they preach. Find innovators who also execute. [21:27] Knowledge doesn't just make you successful. Execution leads to the success. [21:45] Look for experience behind the table. Make sure you are dealing with a fully licensed custodian and make sure you understand the fees. [22:23] There are set up, annual, and transaction fees. Specialized gives unlimited buy sell transactions for a flat fee of $250 a year. [24:17] Think about whether you want to just dip your toe in the water or get your whole family on board with specialized platinum service. [24:28] To take action, you decide, deposit, and direct. Links and Resources: Loral’s Real Money Talks

Most Americans invest their retirement money in traditional assets, mainly stocks, bonds, mutual funds, and CDs (https://www.cnbc.com/2017/05/30/stocks-vs-bonds-vs-cash-asset-allocation-and-why-its-important.html) . Unfortunately, these types of assets often don’t keep pace with inflation and are not designed to provide stable monthly income. This week’s episode is about to change all that! Today, I sit down with Amanda Holbrook who is the Vice President of Business Development at Specialized IRA Services (https://specializediraservices.com/) . Amanda and I discuss what a self-directed IRA is, how to use it, why to use it and the tax benefits of using it for investments. Amanda goes through the steps on how to use a self-directed IRA using a real-world investment scenario and the returns you can get while not having to pay Uncle Sam. Tip of the Day: You don't know, what you don't know. -Amanda HolbrookTweet This

Amanda Holbrook from Specialized IRA Services joins Dr. Matt Motil on this week's episode of the Cash Flow King Podcast. Amanda provides insight into investing using your self-directed retirement accounts, strategies to invest tax free and grow tax free, and investing together as a family for maximum return!  Get the full show notes for this episode and other great resources on the website www.drmattmotil.com If you'd like to watch this episode, head over to www.drmattmotil.tv and make sure you subscribe to the channel while you are there! 

Amanda Holbrook is a passionate driving force in the world of self-directed IRAs for 10 years and running. Her experience in the self-directed arena & turn-key real estate industry makes her a triple-threat as the Vice President of Business Development for Specialized IRA Services. This culmination provides a unique industry perspective resulting in immediate growth and results for the families and businesses she works with.