Join Daniel Nickles and Chris Thompson with their guest Bernard Reisz of ReSure Financial LLC as they talk about the misinformation on self-directed retirement accounts and the difference between traditional markets and retirement plan markets. In this episode, Bernard dispels the bad advice that people usually get from those who present themselves as advisors. For Bernard, products with unidentified cons are not worth the risk; he believes these concealed aspects of a product eventually come as an unfavorable surprise in an investment.
In this episode you will learn:
- In the financial space, what you get is what you don’t see.
- Tax-sheltered entities and UDFIs.
- What to know for those who lean towards self-directed retirement plans.
- The misinformation that investors should be aware of.
- ReSure – empowerment and education, not just selling.
About Bernard Reisz:
Bernard Reisz, a CPA with extensive experience in the alternative investment and finance industries, founded ReSure LLC and ReSure Financial Advisors LLC. With a background in financial and tax analysis for both institutional and personal investors, ReSure is positioned to serve all self-directed retirement account needs.
Connect with Bernard Reisz on:
Website: https://www.401kcheckbook.com/
LinkedIn: https://www.linkedin.com/in/bernard-reisz-cpa/
https://www.linkedin.com/company/resurefinancial/about/
Facebook: https://www.facebook.com/profile.php?id=100018434525079
https://www.facebook.com/ReSureFinancial/
Connect with Two Smart Assets on:
Website: https://twosmartassets.com/
Facebook: https://www.facebook.com/TwoSmartAssets/
Instagram: https://www.instagram.com/twosmartassets/
YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw
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