Podcasts about sunwest trust

Tersh talks with Terry White, President & CEO of Sunwest Trust. He has been working in the real estate & investment world for 35+ years, and he’s got the expertise to prove it. After graduating with a degree in Accounting and working as a controller for a local title company, Terry launched a small escrow company, which quickly gained a reputation for being honest, hardworking, and fair. In 2003, Terry took his success a step further and formed Sunwest Trust, Inc. Headquartered in Albuquerque, New Mexico, Sunwest Trust, Inc. was founded on the principle of offering clients real-world solutions to all of their self-directed IRA and escrow management needs. Today, Sunwest Trust, together with Sunwest Escrow, serves its clients as both escrow agents and IRA custodians for Individual Retirement Accounts. Terry has led Sunwest Trust with one goal: to provide outstanding service to each and every client by listening to them and learning exactly what they want. His passion lies in educating investors to build their own self-directed IRA’s, customized to fit their needs and financial goals. When he’s not in the office, Terry enjoys fly fishing, biking, traveling with his wife, and spending time in Colorado.   Connect with Tersh www.serviceemperor.com or on social media @tershblissett  CONNECT WITH TERRY tlw@sunwesttrust.com www.sunwesttrust.com  www.sunwestescrow.com  Check out this summary of Terry's book titled "When All You Have Is A Hammer...: An Informational Guide To Self-Directed IRAs": “If all you have is a hammer, everything looks like a nail.” Bernard Baruch, American Businessman As a young man, Terry White worked as a framer for his dad’s construction company. He used a big, heavy framing ax to pound 16-penny nails into 2 x 4s. An astute observer, he noticed that the finish carpenters on the site used a delicate, little hammer for their work of installing woodwork, window sills, and molding. The tool Terry used for his work was not the right tool for the job of a finish carpenter, nor did he have the skill to become a finish carpenter; he recognized that and took the lesson with him into adulthood. With that story in mind, Terry chose the title for this book to position the Self-Directed IRA as another tool you may use to achieve your retirement goals. It is his opinion that Self-Directed IRAs are not for everyone; but for the right person, a Self-Directed IRA may be just the right tool for the job. Self-Directed IRAs are great tools if you have the knowledge and skills about that in which you are investing, or want to acquire the knowledge and skills about that in which you want to invest; or are able to hire someone with the knowledge and skills about that in which you want to invest. Terry wrote this book as an informational guide for those who may be interested in Self-Directed IRAs. Readers will gain a broad overview of what owners of Self-Directed IRAs may expect and some of the investments they may purchase.

Tersh talks with Terry White, President & CEO of Sunwest Trust. He has been working in the real estate & investment world for 35+ years, and he’s got the expertise to prove it. After graduating with a degree in Accounting and working as a controller for a local title company, Terry launched a small escrow company, which quickly gained a reputation for being honest, hardworking, and fair. In 2003, Terry took his success a step further and formed Sunwest Trust, Inc. Headquartered in Albuquerque, New Mexico, Sunwest Trust, Inc. was founded on the principle of offering clients real-world solutions to all of their self-directed IRA and escrow management needs. Today, Sunwest Trust, together with Sunwest Escrow, serves its clients as both escrow agents and IRA custodians for Individual Retirement Accounts. Terry has led Sunwest Trust with one goal: to provide outstanding service to each and every client by listening to them and learning exactly what they want. His passion lies in educating investors to build their own self-directed IRA’s, customized to fit their needs and financial goals. When he’s not in the office, Terry enjoys fly fishing, biking, traveling with his wife, and spending time in Colorado.   Connect with Tersh www.serviceemperor.com or on social media @tershblissett  CONNECT WITH TERRY tlw@sunwesttrust.com www.sunwesttrust.com  www.sunwestescrow.com  Check out this summary of Terry's book titled "When All You Have Is A Hammer...: An Informational Guide To Self-Directed IRAs": “If all you have is a hammer, everything looks like a nail.” Bernard Baruch, American Businessman As a young man, Terry White worked as a framer for his dad’s construction company. He used a big, heavy framing ax to pound 16-penny nails into 2 x 4s. An astute observer, he noticed that the finish carpenters on the site used a delicate, little hammer for their work of installing woodwork, window sills, and molding. The tool Terry used for his work was not the right tool for the job of a finish carpenter, nor did he have the skill to become a finish carpenter; he recognized that and took the lesson with him into adulthood. With that story in mind, Terry chose the title for this book to position the Self-Directed IRA as another tool you may use to achieve your retirement goals. It is his opinion that Self-Directed IRAs are not for everyone; but for the right person, a Self-Directed IRA may be just the right tool for the job. Self-Directed IRAs are great tools if you have the knowledge and skills about that in which you are investing, or want to acquire the knowledge and skills about that in which you want to invest; or are able to hire someone with the knowledge and skills about that in which you want to invest. Terry wrote this book as an informational guide for those who may be interested in Self-Directed IRAs. Readers will gain a broad overview of what owners of Self-Directed IRAs may expect and some of the investments they may purchase.

Terry White, President & CEO of Sunwest Trust, has been working in the real estate & investment world for 35+ years, and he's got the expertise to prove it. After graduating with a degree in Accounting and working as a controller for a local title company, Terry launched a small escrow company, which quickly gained a reputation for being honest, hardworking and fair. In 2003, Terry took his success a step further and formed Sunwest Trust, Inc. Headquartered in Albuquerque, New Mexico, Sunwest Trust, Inc. was founded on the principle of offering clients real-world solutions to all of their self-directed IRA and escrow management needs. Today, Sunwest Trust, together with Sunwest Escrow, serves its clients as both escrow agent and IRA custodian for Individual Retirement Accounts. Terry has led Sunwest Trust with one goal: to provide outstanding service to each and every client by listening to them and learning exactly what they want. His passion lies in educating investors to build their own self-directed IRAs, customized to fit their needs and financial goals. When he's not in the office, Terry enjoys fly fishing, biking, traveling with his wife, and spending time in Colorado. What you'll learn about in this episode: How Terry's first job out of college was working at a title company, and how that led to his career in the escrow business Why Terry's favorite niche he has worked in within real estate investing is buying and brokering cashflow contracts How Terry made the transition to a buy-and-hold portfolio, and what properties are currently within his portfolio Why many investors don't realize you can invest your custodian-directed IRA into anything except life insurance and collectibles, including real estate What caveats and pitfalls to watch out for when using your IRA to invest in real estate, and how to safely navigate those issues Why so few people realize they can use their IRAs for almost any type of investment, and why this is a real missed opportunity for investors Terry shares a big real estate investing mistake he made in the past, and he shares the important lesson he learned from the costly error What major life and business wins Terry has experienced, including selling his trust business in February of 2020 right before the global pandemic outbreak What strategies Terry would recommend for new investors just entering the real estate market to hit the ground running Why Terry sees too many new investors try to save money during their first few deals by not hiring experts, and why this is a critical mistake Resources: Email Terry for inquiries: info@sunwestescrow.com Website: www.sunwesttrust.com/smartrealestatecoach Website: www.sunwesttrust.com/ LinkedIn: www.linkedin.com/in/terry-white-ceo-sunwest-trust-inc-8982a86/ LinkedIn: www.linkedin.com/company/sunwest-trust/about/ Facebook: www.facebook.com/SunwestTrust Twitter: @sunwesttrustira Additional resources: LIVE Event September 16-18, 2020: www.qlslive.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Headquartered in Albuquerque, New Mexico, and serving the local and regional communities, Sunwest Trust, Inc. was founded on the principle of offering their clients real-world solutions to all of their self directed IRA and escrow management needs. They began as a small escrow company and grew their business the old-fashioned way; through hard work, honesty and fair business practices. Throughout the course of their many successful years of service, they listened to their clients and learned from them what it is exactly what they want. Today, Sunwest Trust uses this knowledge to serve their clients in both the self directed IRA and escrow service industry the best way they know how and that is to exceed every expectation of what a company should be. In this episode, Jack Bosch chats to Terry White from Sunwest Trust about loan servicing and how this can be used to make seller financing deals a breeze! If you are a land flipper (or are curious about starting) then this episode will show you how to make your monthly cashflow into an easy to manage process. What's inside: Discover the world of Loan Servicing Understand why you should get a loan servicing company for your seller financing deals Learn about Sunwest Trust Mentioned in this episode Subscribe and rate our podcast at: http://www.Jackbosch.com/podcast Follow Jack Bosch on Facebook to get the latest updates: http://www.facebook.com/jack.bosch Learn to flip land for pennies on the dollar: http://landprofitfun.com/ Join the Land Profit Generator Facebook Group: https://www.facebook.com/groups/LandProfitGenerator/ Check out Sunwest Trust and find out about loan servicing: https://www.sunwesttrust.com/ Check out Sunwest Trust on Youtube: https://www.youtube.com/channel/UCLU-sBBxywSd2B5DOS0VW6A

This week’s guest is Terry White is the President and CEO of Sunwest Trust. He shares with us his passion for educating and inspiring potential investors to build their own self-directed IRA’s that are customized to fit their unique needs and financial goals.

This week's guest is Terry White is the President and CEO of Sunwest Trust. He shares with us his passion for educating and inspiring potential investors to build their own self-directed IRA’s that are customized to fit their unique needs and financial goals.

Terry White is the President and CEO of Sunwest Trust, where he lives out his passion for educating and inspiring potential investors to build their own self-directed IRA’s that are customized to fit their unique needs and financial goals. With over 35 years of experience in the real estate and investment world, Terry has seen it all. He’s here to share his expertise to help guide you in your personal retirement planning journey. Connect with Terry: Email: tlw@sunwesttrust.com Website: sunwesttrust.com Website: sunwestescrow.com Phone: 505-938-3809 LinkedIn: in/terry-white Twitter: @sunwesttrustira Facebook: /SunwestTrust YouTube: SunwestTrustIRA Skype: tlw_112 If you have any thoughts or questions shoot us an email at info@housedudes.com. You can also find us on Facebook, Instagram, and Twitter @HouseDudes Interested in Turnkey Rental Properties? Head over to HouseDudes.com for more information. Please subscribe through iTunes or your favorite podcast app! If you like what you hear please give us a rating, like, and share. It really helps the show grow. iTunes: http://bit.ly/REIrookiesOniTunes Google Play: http://bit.ly/REIRookiesOnGooglePlay YouTube: http://bit.ly/REIRookiesOnYouTube Stitcher: http://bit.ly/REIRookiesOnStitcher SoundCloud: http://bit.ly/REIRookiesOnSoundcloud Facebook: https://www.facebook.com/HouseDudesPodcast/ Patreon: https://www.patreon.com/housedudes Follow Josh Koth and Jack Hoss on their journey towards financial freedom using the power of Real Estate through the REI Rookies Podcast (Real Estate Investing Rookies Podcast). We share our experiences as we acquire rental properties, build net worth, and work towards financial freedom. We are focused on creating wealth through conventional and creative real estate investing while improving our financial education. If you are a fan of Rich Dad Poor Dad by Robert Kiyosaki and Millionaire Real Estate Investor by Gary Keller or are looking for an alternative to the Dave Ramsey, Jim Cramer, Motley Fool or Suze Orman shows we invite you to subscribe today!

Terry White is the President and CEO of Sunwest Trust, where he lives out his passion for educating and inspiring potential investors to build their own self-directed IRA’s that are customized to fit their unique needs and financial goals. With over 35 years of experience in the real estate and investment world, Terry has seen it all. He’s here to share his expertise to help guide you in your personal retirement planning journey. Show Notes at HouseDudesPodcast.com

Strategies for a strong financial future vary depending on where you are in life and your personal needs. But, there are a few constants. That's what Terry White and I share with you today. Meet our Feature Guest Terry White is a long time business owner and investor. He is a graduate of the University of New Mexico and began his career as the controller for the largest title company in New Mexico. In 1987 he started his first business, First Financial Escrow, Inc. Over the years this business grew until in 1997 he purchased the real estate contract division from the largest bank in New Mexico. October 2017 marked First Financial’s 30th year in business. In 2004 Terry started Sunwest Trust, Inc. to serve the needs of investors that wanted to invest their Individual Retirement Accounts in investments other than what was widely offered. Sunwest Trust, Inc. is now one of the leading Self-Directed IRA custodians in the country, with assets under custody exceeding 1.5 billion. Along the way Terry has invested for himself in many areas of Real Estate and started several other businesses. Connect with our Guest Sunwesttrust.com Focused On Biz Podcast Most Entrepreneurs Are Do It Yourselfers. That's Also Why so Many Are Not Doing As Well as They Could Be.Sound Familiar? Let me share with you the strategies you've never considered. Test Drive the MOST Complete DIY Business and Marketing eLearning System on the Internet.  Support this podcast

Terry White is the owner and chief executive officer of Sunwest Trust, Inc., a financial services firm that offers real-world solutions to clients who need help with their self-directed IRA and escrow management needs. After 4 years in the title business, Terry started First Financial Escrow, Inc. Over the next few years, he also started other businesses like First Financial Equities, Inc., Asset Ventures, Inc., and First Financial Marketing, Inc. In 1997, he founded Sunwest Escrow. In 2003, it became Sunwest Trust, Inc. Aside from acting as CEO of Sunwest Trust, he was also appointed to serve on the Board of the New Mexico Finance Authority. If you need some expert guidance on your personal retirement journey, this is one episode you can't afford to miss!

Terry White is the owner and chief executive officer of Sunwest Trust, Inc., a financial services firm that offers real-world solutions to clients who need help with their self-directed IRA and escrow management needs. After 4 years in the title business, Terry started First Financial Escrow, Inc. Over the next few years, he also started other businesses like First Financial Equities, Inc., Asset Ventures, Inc., and First Financial Marketing, Inc. In 1997, he founded Sunwest Escrow. In 2003, it became Sunwest Trust, Inc. Aside from acting as CEO of Sunwest Trust, he was also appointed to serve on the Board of the New Mexico Finance Authority. If you need some expert guidance on your personal retirement journey, this is one episode you can’t afford to miss!

Terry White, President & CEO of Sunwest Trust, has been working in the realestate & investment world for 35+ years, and he’s got the expertise to prove it.After graduating with a degree in Accounting and working as a controller fora local title company, Terry launched a small escrow company, which quicklygained a reputation for being honest, hardworking and fair. In 2003, Terry tookhis success a step further and formed Sunwest Trust, Inc. Headquartered inAlbuquerque, New Mexico, Sunwest Trust, Inc. was founded on the principleof offering clients real-world solutions to all of their self-directed IRA andescrow management needs. Today, Sunwest Trust, together with SunwestEscrow, serves its clients as both escrow agent and IRA custodian for IndividualRetirement Accounts.Terry has led Sunwest Trust with one goal: to provide outstanding service toeach and every client by listening to them and learning exactly what they want.His passion lies in educating investors to build their own self-directed IRA’s,customized to fit their needs and financial goals.When he’s not in the office, Terry enjoys fly fishing, biking, traveling with his wife,and spending time in Colorado.

Hear why you need a self directed IRA in this podcast interview with Terry White. He is President & CEO of Sunwest Trust, has been working in the real estate & investment world for 35+ years. He has a degree in Accounting, worked for a title company, then launched a small escrow company, which quickly gained a reputation for being honest, hardworking and fair. He formed Sunwest Trust, headquartered in Albuquerque, based on the principle of offering clients real-world solutions to all of their self-directed IRA and escrow management needs. His passion lies in educating investors to build their own self-directed IRA's. When he's not in the office, Terry enjoys fly fishing, biking, traveling with his wife, and spending time in Colorado. Learn more at: www.SunwestTrust.com Additional Resources: Check out Terry's podcast: Focused on Biz

Hear why you need a self directed IRA in this podcast interview with Terry White. He is President & CEO of Sunwest Trust, has been working in the real estate & investment world for 35+ years. He has a degree in Accounting, worked for a title company, then launched a small escrow company, which quickly gained a reputation for being honest, hardworking and fair. He formed Sunwest Trust, headquartered in Albuquerque, based on the principle of offering clients real-world solutions to all of their self-directed IRA and escrow management needs. His passion lies in educating investors to build their own self-directed IRA’s. When he’s not in the office, Terry enjoys fly fishing, biking, traveling with his wife, and spending time in Colorado. Learn more at: www.SunwestTrust.com Additional Resources: Check out Terry's podcast: Focused on Biz

Terry White is a long-time business owner and investor. He’s a graduate of the University of New Mexico and began his career as the controller for the largest title company in New Mexico. In 1987, he started his first business, First Financial Escrow, Inc. Over the years, his business grew until in 1997 he purchased the real estate contract division from the largest bank in New Mexico. October 2017 marked First Financial’s 30th year in business. In 2004, Terry started Sunwest Trust, Inc. to serve the needs of investors that wanted to invest their individual retirement accounts in investments other than what was widely offered. Sunwest is now one of the leading self-directed IRA custodians in the country with assets under custody exceeding $1.5 billion. Along the way, Terry has invested for himself in many areas of real estate and started several other businesses.

Terry is the President & CEO of Sunwest Trust, a SDIRA custodian and the President & CEO of the escrow company Sunwest Escrow. He's been involved with real estate and investing for over 35 years. Topics Covered: Understanding custodianship Investing through your IRA Investing using an old 401k You can start taking money out at 59 1/2 years old IRS only tells you what you cannot buy, not what you can How to manage a property through the IRA Prohibited transactions and parties Nuggets of Wealth Tool source of platform you recommend? YouTube Channel: Sunwest IRA What book are you currently reading? If All You Have is a Hammer - Terry White Where do you see your business in the next 5 years? Majority in real estate, cryptocurrency, digital assets At the end of your life how do you want to be remembered? As a good father Where can Commit to Wealth Nation go to contact you and find out more about you and your business?  sunwesttrust.com tlw@sunwesttrust.com 

Terry White, founder and owner, Sunwest Trust, Inc., a Self-Directed IRA custodian reveals how you can invest your IRA in non-traditional assets like real estate syndication. This show starts off with Terry sharing his extensive experience in the Self-Directed IRA industry. Terry goes on to reveal the difference between a custodian and a TPA. Why […]

On this show, we talked about the structure of self directed IRA’s what you can invest in with them and what to watch out for with Terry White, President and CEO of SunWest Trust.  Listen to learn a step by step process for using an IRA to invest in real estate! For the Difference Making Tip, scan ahead to 18:03. You can learn more about Terry at SunWestTrust.com, Facebook, Twitter, YouTube and LinkedIn. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George at Contact@GeorgeGrombacher.com.

Is there a better way to invest that removes human emotions from the decision making process? Can investors unlock more predictable outcomes? Do systematic strategies perform better or worse? Jordan Goodman talks with Tim Fortier, founder and managing director of Portfolio Cafe, in the first half of the show about Fortier's experience and insights into using rules-based models for investing and how everyday investors can benefit. During the second half of the show Goodman talks with Terry White, president and CEO of Sunwest Trust, about the realities of self-driected IRAs. White and Goodman discuss the strengths and weaknesses of self-directed IRAs, who benefits the most from them, and some of the pitfalls that can occur with self-directed IRAs.

Is there a better way to invest that removes human emotions from the decision making process? Can investors unlock more predictable outcomes? Do systematic strategies perform better or worse? Jordan Goodman talks with Tim Fortier, founder and managing director of Portfolio Cafe, in the first half of the show about Fortier's experience and insights into using rules-based models for investing and how everyday investors can benefit. During the second half of the show Goodman talks with Terry White, president and CEO of Sunwest Trust, about the realities of self-driected IRAs. White and Goodman discuss the strengths and weaknesses of self-directed IRAs, who benefits the most from them, and some of the pitfalls that can occur with self-directed IRAs.

Terry White (CEO of Sunwest Trust) speaks with Dale Armstrong (Founder and Owner of TLC) and Rhiannon Samuel about their new venture, Viante. Which is a foundation that is aimed at providing the average NM citizen with statistics on how our state representatives are voting on three main topics, Education, Crime, and general quality of life.

Terry White, President & CEO of Sunwest Trust, has been working in the real estate & investment world for 35+ years, and he’s got the expertise to prove it. After graduating with a degree in Accounting and working as a controller for a local title company, Terry launched a small escrow company, which quickly gained a reputation for being honest, hardworking and fair. In 2003, Terry took his success a step further and formed Sunwest Trust, Inc. Headquartered in Albuquerque, New Mexico, Sunwest Trust, Inc. was founded on the principle of offering clients real-world solutions to all of their self-directed IRA and escrow management needs. Today, Sunwest Trust, together with Sunwest Escrow, serves its clients as both escrow agent and IRA custodian for Individual Retirement Accounts.   Contact Terry: https://www.sunwesttrust.com/dwellynn/   Content mentioned: Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts by Annie Duke https://www.amazon.com/Thinking-Bets-Making-Smarter-Decisions/dp/0735216355

If you are looking to take total control of your finances and future, one of the ways to do that is to opt for the self-directed IRA. Terry White, President and CEO of Sunwest Trust, is here to share his passion about helping others build their own self-directed IRA’s that are customized to fit their unique needs and financial goals. With over 35 years of experience in the real estate and investment world, Terry has seen it all. He’s here to share his expertise to help guide you in your personal retirement planning journey. Connect with Terry here: https://www.sunwesttrust.com/ Are you looking to band together with like-minded men who are looking to build discipline, regain control of your time, build wealth and ultimately live life on your terms? We have recently launched the Infinite Results Mastermind where you can do just that. If you are interested in committing to getting exactly what you want in your life then join us at the link below: Infinite Results Mastermind Are you looking to build rock-solid discipline? Regain control over your time? Build your bank account? Connect on a deep level with your family? If so and you're willing to invest the time, money and energy into reaching your goals checkout my discipline coaching program! I teach you the fundamental tools, strategies and tactics necessary to have discipline in every area of you life! It's by application only and I only have a few spots for this! Discipline Coaching Connect with us here: Check out our blog! Zero Xcuses Facebook Group: Join the Zero Xcuses FB Group Support this show by visiting our various affiliates and sponsors HERE.