Podcasts about nuview trust

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Best podcasts about nuview trust

Latest podcast episodes about nuview trust

Think Realty Radio
Think Realty Podcast #280 - Learn, Invest, and Grow Your Future!

Think Realty Radio

Play Episode Listen Later Aug 1, 2023 19:38


A self-directed IRA account is one of the most powerful ways to build wealth, but you also need to know and follow the self-directed IRA rules. Abhi Golhar sits down with NuView Trust President, Jason DeBono, to discuss if we should fear the potential government rules and regulation changes around self-directed accounts, and Jason's recommendation on the one account a real estate professional should open and why. They discuss what rule is violated the most, what types of assets you can own, and if a checkbook IRA is effective for handling self-directed funds. For more information on NuView Trust, visit nuviewtrust.com.

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Think Realty Radio
Think Realty Podcast #280 - Learn, Invest, and Grow Your Future! (AUDIO ONLY)

Think Realty Radio

Play Episode Listen Later Aug 1, 2023 19:38


A self-directed IRA account is one of the most powerful ways to build wealth, but you also need to know and follow the self-directed IRA rules. Abhi Golhar sits down with NuView Trust President, Jason DeBono, to discuss if we should fear the potential government rules and regulation changes around self-directed accounts, and Jason's recommendation on the one account a real estate professional should open and why. They discuss what rule is violated the most, what types of assets you can own, and if a checkbook IRA is effective for handling self-directed funds. For more information on NuView Trust, visit nuviewtrust.com.

invest think realty abhi golhar nuview trust
How Did They Do It? Real Estate
SA714 | Leverage Self-Directed IRAs to Fund Your Real Estate Syndication Deals with Steve Maldonado

How Did They Do It? Real Estate

Play Episode Listen Later Jun 12, 2023 26:04


Investing in real estate demands substantial capital investments despite having a huge potential for returns. That's why we invited Steve Maldonado to discuss the complexities of utilizing self-directed IRAs as a game-changing resource for funding your syndication projects. Tune in to get started on the path to success and profit today!Key Takeaways to Listen for Self-directed IRA: What it is, its costs, tax advantages, and common mistakes when investing 2 things to consider when investing in self-directed IRAsA guide on how to utilize self-directed IRAs to invest in real estate Benefits of using a self-directed IRA custodian Alternative retirement plans to self-directed IRAsResources Mentioned in This EpisodeFree Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Steve MaldonadoA student of Finance at the University of Central Florida, Steve has applied his knowledge to a career in Sales and Business Development, working with and building teams to adapt to new market trends in the alternative asset industry.Becoming an expert on retirement accounts, he has used his industry knowledge to move into his current position as Director of Syndication Solutions at NuView Trust - a premier custodian for self-directed alternative investments with over $2.5B of assets under management. Steve's passion lies in educating others on how to raise capital from retirement accounts, providing GPs and Syndicators with the right tools to get started raising capital through IRA and 401(k) accounts. He is heavily recruited to speak for podcasts or other events as a subject matter expert in tax-advantaged investing through retirement accounts.Connect with Steve Website: Syndication Solutions with NuView Trust Email: syndication@nuviewtrust.com Phone Number: (407) 305-0675To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!SponsorsGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

Real Grit
Unlocking $14 Trillion in IRAs (Including Yours) for Real Estate with Glen Mather

Real Grit

Play Episode Listen Later Jun 5, 2023 35:31


To access a FREE collection of resources, go to www.TheMaverickVault.com   Real estate has long been considered a solid investment option, yet, many investors overlook the substantial capital in IRAs. So in this episode, Glen Mather explores the strategies and opportunities for leveraging these funds and the potential impact they can have on your financial future. Stay tuned to learn more!   Key Takeaways From This Episode Structures and uniqueness of self-directed plans and IRAs Various ways to maximize the benefits of self-directed IRAs The value of establishing good partnerships for joint ventures   Investment struggles that hold people back and how to overcome them    References/Links Mentioned Morgan & Morgan The Five Dysfunctions of a Team by Patrick Lencioni | Kindle and Hardcover   About Glen Mather Glen Mather founded NuView IRA and has been its leader since 2003.  In 2018, he also created NuView Trust, expanding the growing business of self-directed IRAs into new services to further reduce or eliminate taxes.  His clients invest in real estate, notes, private placements, precious metals, LLCs, and a multitude of unique assets, with the aim of growing without taxation. Glen holds a BS in Business Management and a Master's in Information Systems from the University of Southern California.  After working in various corporate finance and strategy positions, Glen decided to create opportunities for individuals to invest their tax-advantaged funds in non-traditional markets, just as he had been doing himself for several years.  His message has resonated, with over $2.1 Billion of assets directed on the platform of NuView Trust.  He is a sought-after speaker on the national stage, podcasts, and radio, and is passionate about the power of personal choice and reducing the negative impact of taxes while building wealth. He is married with four children and lives in Mt. Dora, Florida.   Connect with Glen Website: NuView Trust  LinkedIn: Glen Mather    Are you a passive real estate investor seeking financial freedom? Almost daily, new headlines break on the latest financial market upset. Now is the time to get educated on how to strategically invest in commercial real estate for long-term financial freedom. Grab your copy of “How to Passively Invest in a Changing Economic Environment” Go to…www.MavericksInvest.com  Want to keep up to date on the commercial real estate market, trends, investing tips and know what Neil is buying right now? Connect with him at Legacy Impact Investors and be sure to register for his newsletter. Connect with Neil Timmins on LinkedIn. If there is a topic you want to know more about or a guest that you would like to see on the show, shoot Neil a message on LinkedIn.    About Neil Timmins Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner-Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive. Neil didn't go looking for his first commercial deal—he stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow. Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial assets include apartments, offices, mobile home parks, and self-storage units, his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and a successful podcast.    Click here to see video of the podcast. 

DO IT! And Be Glad You Did.
Jason Debono part deux - Ep 93

DO IT! And Be Glad You Did.

Play Episode Listen Later Apr 25, 2023 59:01


Jason is back on the show, in the spirit of the new format, to celebrate the 20th anniversary of NuView Trust, which he joined fresh out of college when it was only two years old. Jason reflects on the road that lead to his 18 year career with a company he thought was just a stepping stone at the time. He also shares the great work done by Chair the Love, a 501 (c) 3 organization co-founded by Jason and NuView's founder, Glen Mather. Reach out: shauna@dmorris.com, Facebook Show is produced by Chris Webster at propodcastnow.com

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Business Ninjas
Say Hello To The Future of Alternate Asset Investing | Business Ninjas: WriteForMe and NuView Trust

Business Ninjas

Play Episode Listen Later Feb 22, 2023 24:16


Join our resident Business Ninja Max, together with the Director of Syndication Solutions of NuView Trust, Steve Maldonado, as they talk alternate asset investing. Every day, since opening their doors, they've worked with individual and professional clients to provide custody for alternative assets. They are driven to provide world class service and simple solutions in the complex world of alternative custody. The vast majority of IRA holders invest in public equities through mutual funds, while others select individual stocks to hold in their retirement portfolios. However, there is a growing segment of investors who wish to access investments not offered by Wall Street brokers or the traditional markets. These investments are known as alternative assets. The alternative asset market will grow from 13.9 trillion to 17.3 trillion by 2025. We want every individual investor and financial professional to be part of this revolution because it can empower so many investors to build wealth outside of the stock market.NuView Trust is a premier Custodian for self-directed alternative investments, primarily held in IRA and retirement accountsLearn more about them and visit their website today at https://www.nuviewtrust.com/-----Do you want to be interviewed for your business? Schedule time with us, and we'll create a podcast like this for your business:  https://www.WriteForMe.io/-----https://www.facebook.com/writeforme.iohttps://www.instagram.com/writeforme.io/https://twitter.com/writeformeiohttps://www.linkedin.com/company/writeforme/https://www.pinterest.com/andysteuer/Want to be interviewed on our Business Ninjas podcast? Schedule time with us now, and we'll make it happen right away! Check out WriteForMe, more than just a Content Agency! See the Faces Behind The Voices on our YouTube Channel!

The Self Storage Podcast
Ep101: Establishing Investor-Sponsor Strategic Relationships - Brian Martinez

The Self Storage Podcast

Play Episode Listen Later Aug 23, 2022 34:11


Finding the right sponsor could be risky and complicated for you as a new investor, but we'll have you covered in this episode! We invited Brian Martinez back on the show to guide us with his expertise in evaluating sponsors, building connections, and advice on how to get started in real estate the right way. Tune in and take this opportunity to invest wisely in a changing market environment!WHAT TO LISTEN FORThings investors should consider when looking for the right sponsorWhy sponsors must identify investors' motivation, goal, and purpose for investingBest advice for people to start investing in real estateThe role of having an online presence in attracting more investorsTips for underwriting deals for self-storage and other asset classesRESOURCES/LINKS MENTIONEDBetter Business Bureau https://www.bbb.org/The Definitive Guide to Underwriting Multifamily Acquisitions by Robert Beardsley | Paperback https://amzn.to/3CTuxcLABOUT BRIAN MARTINEZBrian Martinez is the Senior Business Development Representative of NuView Trust Company. Brian began his career in sales and business development with 15 years as a sales coach for a subsidiary of a Fortune 500 company, where he built teams to adapt to new market trends. Brian has since used his industry knowledge to work his way up to his current position as the Retail Sales Manager at NuView Trust – a premier, regulated custodian for self-directed alternative investments. Since working with NuView, Brian has had the privilege of developing new relationships with his clients and referral partners while helping them to continue building their wealth using self-direction. Brian's passion lies in educating others on the endless investment possibilities afforded by using self-directed accounts and providing individuals with the right tools to get started on their alternative investment journey.CONNECT WITH BRIANEmail: bmartinez@nuviewtrust.com Phone: 407-519-9172CONNECT WITH USWebsite: https://www.selfstorageinvesting.com/Facebook: https://www.facebook.com/selfstorageinvestingTwitter: https://twitter.com/SelfStorageGuyLinkedIn: https://www.linkedin.com/in/scottameyers/Youtube: https://www.youtube.com/user/SelfStorageInvestingInstagram: https://www.instagram.com/self_storage_investing/Subscribe so you never miss a NEW episode! Leave us an honest rating and review on Apple Podcast.

Real Estate Investing Abundance
REIA 86 Brian Martinez: Secrets to Buying Real Estate Tax-Free

Real Estate Investing Abundance

Play Episode Listen Later Dec 24, 2021 20:34


Brian Martinez is a Senior IRA Specialist with NuView Trust Company who has helped new and seasoned investors alike use Self-directed IRAs to significantly build and secure their wealth. Since 2018, Brian has specialized in educating investors big and small on how to purchase Passive Real Estate in a Tax-Deferred or entirely Tax-Free vehicle at NuView Trust. Brian exudes passion when educating others on often overlooked investment vehicles and has prioritized creating true diversification for his clients' portfolios. Brian's primary focus is on building relationships with local REIAs, Syndicators, investors raising capital, or those looking to lend their IRA money to other Real Estate Investors. He spends his free time enjoying the Florida sunshine and networking at Real Estate conferences across the US.Main Points:What is a Self-Directed IRAWho is disqualified What type of accounts can be usedTax Free or Tax Deferred you get the choiceEmployer Plans for Self- EmployedPre-tax vs Post tax contributionsConnect with Atticus:www.sdira.nuviewtrust.com/steedtalkerpodcasthttps://www.nuviewtrust.com/  bmartinez@nuviewtrust.com 727-217-5385

The Self Storage Podcast
Ep63: Saving Money For Retirement Through Self-Directed IRAs - Brian Martinez

The Self Storage Podcast

Play Episode Listen Later Nov 30, 2021 25:00


Are you thinking about retiring early or ways to retire while making your money work for you passively? Educating us today is Brian Martinez on the basics of investing, tokenization as a non-traditional vehicle, and asset class diversification. Major takeaways ahead!WHAT TO LISTEN FORAlternative investment vehicles other than the stock marketHow to strategically invest passively through one's IRA, primarily through NuViewDos and Don'ts of navigating through the self-investing landscape Thoughts on cryptocurrency through NuViewCommon mistakes in investing moneyRESOURCES/LINKS MENTIONEDIndividual Retirement Account (IRA): https://www.investopedia.com/terms/i/ira.aspErisX: https://www.erisx.com/Bitcoin: https://bitcoin.org/Ethereum: https://ethereum.org/en/Likecoin: https://like.co/ABOUT BRIAN MARTINEZBrian Martinez is the Senior Business Development Representative of NuView Trust Company. Brian began his career in sales and business development with 15 years as a sales coach for a subsidiary of a Fortune 500 company, where he built teams to adapt to new market trends. Brian has since used his industry knowledge to work his way up to his current position as the Retail Sales Manager at NuView Trust – a premier, regulated custodian for self-directed alternative investments. Since working with NuView, Brian has had the privilege of developing new relationships with his clients and referral partners while helping them to continue building their wealth using self-direction. Brian's passion lies in educating others on the endless investment possibilities afforded by using self-directed accounts and providing individuals the right tools to get started on their alternative investment journey.CONNECT WITH BRIANWebsite: https://www.nuviewtrust.com/Email: iraspecialists@nuviewtrust.com Facebook: https://www.facebook.com/NuViewIRAInc Youtube: https://www.youtube.com/user/NuViewIRACONNECT WITH USWebsite: https://www.selfstorageinvesting.com/Facebook: https://www.facebook.com/selfstorageinvestingTwitter: https://twitter.com/SelfStorageGuyLinkedIn: https://www.linkedin.com/in/scottameyers/YouTube: https://www.youtube.com/user/SelfStorageInvestingInstagram: https://www.instagram.com/self_storage_investing/Please make sure to subscribe, so you never miss a NEW episode! Leave us a 5⭐ rating on Apple Podcasts and write us a review.

The Al Nicoletti Show
The Power of Self-Directed IRAs with Nate Hare

The Al Nicoletti Show

Play Episode Listen Later Nov 22, 2021 63:33


On this episode Al Nicoletti and Director of Retail Sales at NuView Trust, Nate HareNate started in real estate back in 2003. He has experience in the mortgage industry, personal real estate investments, and the self-directed IRA industry. Nate is a Certified IRA Services Professional (C.I.S.P.) through the American Banking Association and has personally educated over 50,000 investors on the power of IRAs and other tax-exempt vehicles to own real estate, promissory notes, private equity, and much more.Zach Ginn is a Acquisition Specialist at Treasure Coast Home Buyers. He made his first $100,000 before graduating high school and hosts a successful YouTube channel all about real estate, finance and wholesaling.Connect with Nate through:https://www.facebook.com/nateharehttps://www.facebook.com/NuViewIRAInchttps://www.nuviewtrust.com/This audio does not provide legal advice nor does it create any attorney/client relationship. The matters discussed in this audio are for informational and educational purposes only.

Main St. Finance
70 - Self Directed IRAs with Jason DeBono

Main St. Finance

Play Episode Listen Later Aug 18, 2021


This week, I dig up a Lost Episode from an interview I did back in December of 2020. “Today”, I speak with Jason DeBono, who is the President of the NuView Trust, which is a custodian for self-directed IRAs with over a billion dollars under management. Jason and I talk about what is a self-directed IRA, and their Pros and Cons. Have ideas for a future episode? Send in an email or tweet @MainStMoney to have your idea as a future show!   Jason's Links Rich Dad Poor Dad Book - NuView Trust Website Jason's Email Address - jason@nuviewtrust.com My Usual LinksWebsite: www.MainStFinance.org [...]

Not Your Average Investor
119 | How To Invest In Real Estate With Your IRA or 401k w/ NuView Capital's Jason DeBono

Not Your Average Investor

Play Episode Listen Later Jul 26, 2021 61:26 Transcription Available


Most folks don't know that there are ways to acquire cash flowing rental properties within your IRA or 401k, instead of just having to settle for stocks, bonds, or index funds.... and if they DO know, they have a bunch of questions about it!That's why we're bringing the President of NuView Trust, Jason DeBono, to explain the ins and outs of using your retirement funds to invest in the best asset class for wealth creation- real estate.You won't want to miss this highly informative session.  Bring your questions!

2 Wealth Show
008 - Non-Traditional Retirement Accounts

2 Wealth Show

Play Episode Listen Later Apr 21, 2021 25:08 Transcription Available


2 Wealth Show S3 Ep8 - Non-Traditional Retirement AccountsOn Episode 8, Justin and Elizabeth interview Jason DeBono.Key Takeaways:  1. Invest your IRA into non-public assets2. Invest your retirement account in mainstream, not Wall Street3. Self-directed IRA real estate Resources and links discussed  Videocast on BrightPath Notes YouTube Channel Videocast on Elizabeth Maora YouTube Channel BrightPath Notes Website - https://brightpathnotes.com Elizabeth Maora LLC Website - https://elizabethmaorallc.com Nuview Trust - https://www.nuviewtrust.comSponsored By: Integrated Health SolutionsWe are passionate about your health and wellness and we know you want to enjoy a vibrant, pain-free, active lifestyle, but when you are in pain this seems almost impossible. In order to be pain-free, move fluidly, and enjoy an optimal level of functionality, you need a personalized yet integrated, research based and clinically proven approach and that’s what we do.  To learn more visit us atihsindy.comcryotherapyindy.com About the Hosts Justin Bogard – Note Investor specializing in performing Residential Real Estate Debt. He finds deals and acquires them for his own portfolio as well as educates investors while walking them through the process of owning a Real Estate Note!  Super E – Real Estate Investor specializing in short-term rentals and the management of them. She connects investors with short-term tenants and manages everything in-between.Connect with the Hosts: @2wealthshow – Facebook/Instagram @wealth_show - Twitter 

A Passion For Real Estate Investments
Episode 83: Jason DeBono

A Passion For Real Estate Investments

Play Episode Listen Later Mar 9, 2021 32:07


In today's episode of Passion for Real Estate Investments, President of NuView Trust, Jason DeBono, talks about IRAs. Jason has over 15 years of experience in the self-directed IRAs. Prior to his current role at NuView, Jason served as the Director of Business Development, the Director of Operations, and then Vice-President of NuView. As an expert in tax-advantaged investing through retirement accounts, Jason appears regularly on podcasts, events, and conferences. He is also the Co-Founder and Chairman of the 501(c)(3) organization, Chair the Love, to provide wheelchairs and mobility services to those in need. What type of account does Jason recommend starting with? He gives some pointers on what to look out for in policies, the misconception about rate-of-return in investing, and we hear some of the investment amounts for each IRA account. If you want to diversify your investments, or you want to learn more about IRAs and how to take advantage of the tax benefits, this episode is for you. Highlights from the interview “There's no other place I can put my money than some sort of real estate related asset where I can really understand how it works in simplistic terms. No other investment offers that.” “The harder you work, the more it will pay off.” “You need to be prepared to have as many of these accounts as necessary to meet your financial goals and objectives.” “The best way to invest is to not think about taxes at all, and the only way to do that is through a retirement account.” “If you start invest, everybody thinks you start looking at rate-of-return. Rate-of-return is only about making money. It's a short-term issue. The most important number on a pro forma is tax rate.” “Educate yourself. Ignorance is not an excuse. If you think someone else is going to do it for you, it's not going to end well. If you want to be a better investor, go out and get information.” “Go out and invest in yourself. If you want to change what you do today, change it.”

A Passion For Real Estate Investments
Episode 83: Jason DeBono

A Passion For Real Estate Investments

Play Episode Listen Later Mar 9, 2021 32:06


In today's episode of Passion for Real Estate Investments, President of NuView Trust, Jason DeBono, talks about IRAs. Jason has over 15 years of experience in the self-directed IRAs. Prior to his current role at NuView, Jason served as the Director of Business Development, the Director of Operations, and then Vice-President of NuView. As an expert in tax-advantaged investing through retirement accounts, Jason appears regularly on podcasts, events, and conferences. He is also the Co-Founder and Chairman of the 501(c)(3) organization, Chair the Love, to provide wheelchairs and mobility services to those in need. What type of account does Jason recommend starting with? He gives some pointers on what to look out for in policies, the misconception about rate-of-return in investing, and we hear some of the investment amounts for each IRA account. If you want to diversify your investments, or you want to learn more about IRAs and how to take advantage of the tax benefits, this episode is for you. Highlights from the interview * “There's no other place I can put my money than some sort of real estate related asset where I can really understand how it works in simplistic terms. No other investment offers that.” * “The harder you work, the more it will pay off.” * “You need to be prepared to have as many of these accounts as necessary to meet your financial goals and objectives.” * “The best way to invest is to not think about taxes at all, and the only way to do that is through a retirement account.” * “If you start invest, everybody thinks you start looking at rate-of-return. Rate-of-return is only about making money. It's a short-term issue. The most important number on a pro forma is tax rate.” * “Educate yourself. Ignorance is not an excuse. If you think someone else is going to do it for you, it's not going to end well. If you want to be a better investor, go out and get information.” * “Go out and invest in yourself. If you want to change what you do today, change it.”

Real Estate Experiment
Buying Investments With Your Retirement Accounts - Jason DeBono EP #119

Real Estate Experiment

Play Episode Listen Later Feb 15, 2021 54:05


GUEST BIO This week we are joined by the newly appointed President of NuView himself! Jason DeBono brings with him his immense experience of 15 years. Starting from his roots with NuView (as an intern!) to leading a two-man operations team. He then diligently worked his way to Director, to Vice President and to finally reaching the summit at the start of this year. Jason now manages over $1.4 billion of self-directed custodian assets under him. Self-directed IRAs are nothing new. But in the past decade they've become more prevalent as financial education and awareness increased. NuView is the (hard working man) in a budding industry that built their name with diligence. As opposed to common financial structures, self-directed IRAs allow you to choose where your investments go. And this is where NuView stands out. NuView gives you the options that are not limited to publicly traded stocks and mutual funds. Among the 15 custodians in the game, NuView offers a menu too good to resist. They offer outside options like real estate, private companies, even up to multifamily investments. And on top of that, they treat investments with a manual hands on approach. Which means smoother asset management and guarantees that investments get utmost care and attention. A good menu and superb customer service?! Sign me up! Give a listen as Jason details not just WHY you should invest your IRA but also HOW. HIGHLIGHTS OF THE EPISODE 01:50 - Background of the guest 06:00 - Individual Retirement account 08:31 - What is a custodian? KEEPING IT REAL 13:02 - Advantages of the IRA 16:12 - Two Independent Decisions 23:32 - Types of Retirement Accounts 32:28 - Two types of Taxation in IRA 38:50 - How to become a professional in business? 40:41 - What is NuView Trust company? 43:02 - Biggest misconception in IRA RAPID FIRE QUESTIONS 46:15 - Favorite Book - Rich Dad Poor Dad by Robert Kiyosaki | The Richest Man in Babylon by George Samuel Clason NOTABLE QUOTES (KEY LESSONS): “Before you think about how to make money, which is investing, you have to stop and think about how to build wealth, which are tax advantages.” “If you do your own taxes, you're not in business, you will never be a professional in business because you can't learn and understand enough to do it all.” CONNECTING WITH THE GUEST Website | LinkedIn Email: jason@nuviewtrust.com #ExperimentIndividualRetirementAccount

How to Scale Commercial Real Estate
Real Estate Investing Using Self-Directed IRA with Brian Martinez

How to Scale Commercial Real Estate

Play Episode Listen Later Jan 23, 2021 23:47


Brian Martinez is a senior business development representative with Nuview Trust, helping others build their wealth using self-directed IRA to purchase real estate since 2018. Brian has a passion to provide education for others who are like-minded investors. His focus is on building relationships with local Real Estate Agents and at real estate conferences across the US. [00:01 – 04:24] Opening SegmentLet's get to know Brian MartinezBrian talks about his background and journey in real estateHis first investmentsBrian talks about self-directed IRA[04:25 – 11:48] Real Estate Investing Using Self-Directed IRAFiguring out the Taxation on self-directed IRABrian talks about investing with Self-directed IRAWhat people invest in, that's not related to real estateThe impact of COVID-19 on the IRA space[11:49 – 19:58] Tips in handling and self-directing IRAWhat investors/syndicators can do to improve interactions with IRA custodiansHow people can get their money and self-direct itContribution limits on different plansTaking funds from a self-directed IRA into 401ks[19:59 – 23:25] Closing SegmentBrian's advice to an aspiring investor in terms of Self-Directed InvestmentsMake those contributions annually. There's no reason not to, even if you have a million dollars in your IRA.How Brian stays up on top of his gameHis way to make the world a better placeHow to reach out to Brian – links belowFinal words from Brian and MeTweetable Quotes:“Self-employed people and entrepreneurs don't think about putting money in a retirement vehicle. They don't realize that there's some options out there for them.” -  Brian Martinez“Make your contributions annually. There's no reason not to, even if you have a million dollars in your IRA, make those contributions.” - Brian MartinezResources Mentioned: Nuview Trust SoloQRP------------------------------------------------------------------------------------------Connect with Brian at https://www.nuviewtrust.com/ or email him at bmartinez@nuviewira.com Contact number: 407-519-5172Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com

How to Scale Commercial Real Estate
Real Estate Investing Using Self-Directed IRA with Brian Martinez

How to Scale Commercial Real Estate

Play Episode Listen Later Jan 23, 2021 23:25


Brian Martinez is a senior business development representative with Nuview Trust, helping others build their wealth using self-directed IRA to purchase real estate since 2018. Brian has a passion to provide education for others who are like-minded investors. His focus is on building relationships with local Real Estate Agents and at real estate conferences across the US. [00:01 – 04:24] Opening SegmentLet's get to know Brian MartinezBrian talks about his background and journey in real estateHis first investmentsBrian talks about self-directed IRA[04:25 – 11:48] Real Estate Investing Using Self-Directed IRAFiguring out the Taxation on self-directed IRABrian talks about investing with Self-directed IRAWhat people invest in, that's not related to real estateThe impact of COVID-19 on the IRA space[11:49 – 19:58] Tips in handling and self-directing IRAWhat investors/syndicators can do to improve interactions with IRA custodiansHow people can get their money and self-direct itContribution limits on different plansTaking funds from a self-directed IRA into 401ks[19:59 – 23:25] Closing SegmentBrian's advice to an aspiring investor in terms of Self-Directed InvestmentsMake those contributions annually. There's no reason not to, even if you have a million dollars in your IRA.How Brian stays up on top of his gameHis way to make the world a better placeHow to reach out to Brian – links belowFinal words from Brian and MeTweetable Quotes:“Self-employed people and entrepreneurs don't think about putting money in a retirement vehicle. They don't realize that there's some options out there for them.” -  Brian Martinez“Make your contributions annually. There's no reason not to, even if you have a million dollars in your IRA, make those contributions.” - Brian MartinezResources Mentioned: Nuview Trust SoloQRP------------------------------------------------------------------------------------------Connect with Brian at https://www.nuviewtrust.com/ or email him at bmartinez@nuviewira.com Contact number: 407-519-5172Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com

The Self Storage Podcast
Ep 18: Tax Free Investing – More Than Just a Self-Directed IRA

The Self Storage Podcast

Play Episode Listen Later Sep 1, 2020 59:18


Welcome! To the Self Storage Investing podcast. I'm your host Scott Meyers.We will be sharing the knowledge and skills from leading investors, developers and operators to help you launch and grow your own successful self-storage business.Tune in each week for a new episode on topics in the self-storage world with guests from each sector of the self-storage investing industry. This week my guest is Glen Mathers.  Glen is the Founder of NuView IRA and has been its leader since 2003. In 2018, he also created NuView Trust, expanding the growing business of self-directed IRAs into new services to further reduce or eliminate taxes. His clients invest in real estate, notes, private placements, precious metals, LLCs and a multitude of unique assets, with the aim of growing without taxation.He holds a BS in Business Management and a Masters in Information Systems from University of Southern California. After working in various corporate finance and strategy positions, Glen decided to create opportunities for individuals to invest their tax-advantaged funds in non-traditional markets, just as he had been doing himself for several years. His message has resonated, with over $1.4 billion of assets directed on the platform of NuView Trust. He is a sought-after speaker on the national stage, podcasts, and radio, and is passionate about the power of personal choice and reducing the negative impact of taxes while building wealth.For more information on today's guest: Glen Mathershttps://www.linkedin.com/in/glen-mather-213493a/https://www.nuviewtrust.com/about/leadership/Helping People Become Financially Independent Without The Hassles of Tenants, Toilets, and Trash with Self Storage Investing!Website: https://www.selfstorageinvesting.com/Facebook: https://www.facebook.com/selfstorageinvestingTwitter: https://twitter.com/SelfStorageGuyLinkedIn: https://www.linkedin.com/in/scottameyers/Youtube: https://www.youtube.com/user/SelfStorageInvestingInstagram: https://www.instagram.com/self_storage_investing/

The Private Lender Podcast
PLP 110 – The Fastest Way To Start Private Lending With Paul Lamnatos

The Private Lender Podcast

Play Episode Listen Later Aug 10, 2020 38:53


  What is the easiest way to start private lending? We have learned from one of our previous episodes that the most passive way to do this is to lend your money to other lenders and let them do all the hard work for you. While this lending to lenders scheme certainly is an easy button, you still have to perform your own due diligence when doing deals. In this episode, https://www.linkedin.com/in/paul-lamnatos-10b34b24/ (Paul Lamnatos), Chief Lending Concierge and Managing Partner at http://www.blinklending.com/ (BlinkLending), joins Keith Baker and gives us a ton of tips and advice on how to proceed in these deals. Make sure you settle down, take notes and learn how to make money in private lending – in a blink. --- The Fastest Way To Start Private Lending With Paul LamnatosI'd like to thank you for sharing your time with me. I hope everyone is doing well out there in this COVID. This is going out sometime in August 2020 and I'm already getting ready for my kids not going to school at least until January. Poor me. In episode 108, we had http://privatelenderpodcast.com/episodes/plp-108/ (Jason DeBono) on from NuView Trust. He discussed the most passive form of private lending and that is lending your money to brokers or hard money lenders and let them do all the heavy lifting. I call it the easy button as if there was such a thing. As a private lender, you still need to perform your own due diligence, but you don't have to worry about finding the borrowers. You don't have to worry about finding the deals. They facilitate that for you. I had the privilege of speaking with Paul Lamnatos from http://www.blinklending.com/ (Blink Lending), who delivers a ton of value. Read this when you're sitting down because he drops a lot of great value nuggets, knowledge nuggets, bombs, whatever you want to call it. He funds his own "hard money loans," but then he sells the notes to private lenders, like you and me. Get this, he guarantees his loans, which is something I never do. Enough of my jaw wagon, let's get down to the brass tacks into the interview with Paul Lamnatos. --- I am stoked to have Paul Lamnatos from http://www.blinklending.com/ (Blink Lending) with us on the show. Paul, welcome to the show. Keith, I'm happy to be here. Thank you for having me. The pleasure is mine. Full disclosure, Paul and I have known each other around the Houston real estate investing community for a few years. I met him when he was over at with Zeus and readers know that. Paul has done something rather interesting and spectacular and he's gone off, got his own, he's got http://www.BlinkLending.com (BlinkLending.com), where if you need a mortgage, a refi, the conventional, give them a look. There's also http://inklending.com/ (Ink Lending) and that is what I want to talk to you about and the model that you have, because you're not a hard money lender, you loan out funds and then sell the loans to private investors, private lenders. Is that correct? Yeah, that's right. You'll often hear private money, hard money lending. What's the difference between the two? Depending on who you ask one might say 6 and 1/2 it does or the other or tomato or tomato. At the end of it, I define it as where are you getting your capital from? Are you getting it from financial institutions like hedge funds, banks do lines of credits, or are you raising the money privately through your own funds and through your network of funds? Meaning people that have money sitting in an IRA account or a 401(k) or idle checking, savings account money. All of our funds are privately raised funds and because of that, we hang our hat on the private lending side of things like that better than hard money lending sounds better. The easy button for becoming a private lender is to loan your money to someone who's already loaning it out a hard money lender or like yourself you're funding loans and then selling the loans to the private investors. You're doing all...

The Private Lender Podcast
PLP-108: Passive Investing: Private Lending Through Brokers And Hard Money Lenders With Jason DeBono

The Private Lender Podcast

Play Episode Listen Later Jul 28, 2020 36:48


  Perhaps nothing could be as passive as letting others do the work for you. When it comes to passive investing, the easiest way to get into private lending is to loan your money to a hard money lender and allow them to do their magic. Guest, https://www.linkedin.com/in/jasondebono7/ (Jason DeBono) from https://www.nuviewtrust.com/ (NuView Trust Company), is someone who uses this as his own personal strategy, and he sits down with host, Keith Baker, to share his whys and hows with us. He explains his process from having the money in a self-directed IRA to making contact with the hard money lender or brokers, as well as some of his investment strategies in terms of self-directed IRA and cryptocurrencies. Plus, Jason then provides a couple of great wisdom and advice on working with lenders and borrowers and how to have more skin in the game. --- Listen to the podcast here:  Passive Investing: Private Lending Through Brokers And Hard Money Lenders With Jason DeBonoOur topic is one that I'm ashamed to say I haven't covered in the last hundred episodes or so, but that gets changed. I've often said the easiest way to get into private lending is to loan your money to a hard money lender. Let them do all the work, find the borrowers, vet the deals, look at the numbers, look at the properties, service the loans, make the payments. You're not going to get as much interest or points. You're not going to make as much but then at the same time, this is getting passive because you're not doing as much either. You're letting that hard money lender make the decisions, do those works, vet the deals, and tell the borrower, “No,” or “We'll do the deal, but you've got to have more money and more skin in the game.” I interview Jason DeBono from https://www.nuviewtrust.com/ (NuView Trust Company) and this is exactly his own personal strategy. I'm going to let him discuss it but it's like the truncated version of what I've been spitting out for the last hundred episodes. Without further ado, let's go ahead and get into the interview with Jason DeBono. --- https://www.linkedin.com/in/jasondebono7/ (Jason), welcome to the show. It's good to be here. How are you? How's it over in Florida? As everyone else, we're all adjusting and adapting to the new normal but all is well, thankfully. I hope you guys are staying safe. How is NuView Trust handling Corona? Are you allowing people and customers into the office? How's that working? Is it all online? Our business is nationwide. A fair bit of business comes into our office. It's a small amount. Even before the state shutdown, we had already closed our office to visitors. I've been working through getting people working from home. In our business, because of the line of work that we're in, there are too many things. We can't let the whole office go home. There are unfortunately too many things that come into our office like checks, mail, and stuff that has sensitive client information. We want to make sure that we're protecting our clients. We've got a good office building here that we can space out in. We're taking all the recommended precautions and then a little bit more to try to keep the place spread out. I love using self-directed IRAs for private lending. I do a lot of it myself. You let someone else do the legwork for you which I want to hear about. Please explain how your process goes from having the money in your self-directed IRA or making contact with that hard money lender, looking at the deal and flowing through the transaction. If you can start with that.  My time is spent overseeing the business and that takes a significant chunk of my time. I don't always have time to go out and pound the pavement and be out in the marketplace to find deals directly. I've done this for many years. I've got about 6 or 8 different groups that are in the lending business that are bright and do what they say they're going to do. I let them source the deals...

The Out Fast Podcast
The Power of Lazy Money with NuView Trust!

The Out Fast Podcast

Play Episode Listen Later Aug 28, 2019 38:59


As always don't forget to subscribe to the podcast, visit our website at www.outfastrealty.com, and be sure to follow us on social media: Facebook: www.facebook.com/outfastrealty IG: www.instagram.com/outfastrealty More about our guests at NuView Trust: How NuView Can Help You We have one purpose: To hold alternative assets within a retirement account. Whether you're an investment sponsor with an alternative product or a broker-dealer you've come to the right place for your alternative asset custodial solutions. As a passive administrator providing custody of alternative assets, you don't have to worry about NuView competing for your clients as we never offer advice or investment products. Our sole business is to provide the record-keeping and IRS reporting for the following types of plans: – Traditional and Roth IRA – SEP and SIMPLE IRA – Education Savings Accounts and Health Savings Accounts – Pension and Profit Sharing Plans – Record-Keeping Accounts for Qualified Plans (401k) Our Specialization is What You've Been Looking For Most IRA custodians choose not to hold alternative assets. Other custodians may hold them as an accommodation alongside traditional investment product, however, they most likely lack the speed, efficiency, and cost-effectiveness that NuView can provide. At NuView, we exclusively offer custody of alternative assets, including: – Private Limited Partnerships and LLCs – Private Stock – Non-Traded REITs – Debt Offerings – Debentures – Convertible Notes We welcome the opportunity to earn your business, and we look forward to showing you that holding alternative assets in a retirement account is easier than you may have experienced. Find out more here:https://www.nuviewtrust.com/ (https://www.nuviewtrust.com)

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Real Estate Without Renters with Kevin Shortle
Interview with Blake Safford of Nuview Trust

Real Estate Without Renters with Kevin Shortle

Play Episode Listen Later Mar 23, 2019 40:45


Blake is the director of sales for Nuview Trust. Nuview trust is a regulated custodian for self-directed IRA's and other retirement accounts. I know many of my listeners will be attracted to their fee structure and new investors will find that opening an account is quick and easy and mention my podcast and Blake will open an account for free.

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