Best Denver Wealth Management Podcasts (2024)

1
Interview With Denver Lobo of JT Capital a Real Estate Private Equity Firm 35:14

18h ago35:14

35:14

We talk with Denver Lobo about the intricacies of Private Equity Real Estate Financing. We discuss the differences in firms and what to look for when investing. For more information, you can contact Denver at denver@jtcapitalgroup.com or WWW.JTCAPITALGROUP.COM

1
Attitude and Gratitude: Keys to Success and Happiness 15:13

8d ago15:13

15:13

Get to know Shawn O'Keefe and his journey from delivering newspapers as a child to becoming a financial planner. The guest shares his passion for sales and helping people, and how he got started in the financial industry. He also discusses the satisfaction he finds in his work and his involvement in charitable activities. The conversation highlight…

1
Managing Market Volatility and the Need for a Cash Position 16:51

8d ago16:51

16:51

In this episode of the Retirement Summit Podcast, Jeff Miles and Sean O'Keefe discuss the do-it-yourself (DIY) approach to retirement planning and investing. They highlight the importance of proper allocation and active management in achieving investment returns. They also caution against the DIY approach, citing statistics that show the average DI…

1
Understanding Inflation and Its Impact on Prices 23:05

8d ago23:05

23:05

Shawn O'keefe covers topics such as inflation, interest rates, housing market, retirement planning, and investment strategies. It emphasizes the importance of understanding inflation and its impact on prices. The hosts discuss the challenges faced by retirees in a high-inflation environment and provide strategies to navigate these challenges. They …

1
Mitigating the Impact of Interest Rates and Inflation on Investments 23:12

8d ago23:12

23:12

In this conversation, financial advisor Shawn O'Keefe discusses the current state of the stock market and how to protect oneself from potential market crashes. He emphasizes the importance of having a well-diversified portfolio and a plan in place to weather market volatility. O'Keefe also addresses the impact of interest rates and inflation on inv…

1
Addressing the Challenge of Inflation 15:48

8d ago15:48

15:48

Shawn O'Keefe discusses the topic of Social Security and its future. The hosts discuss the potential impact of the upcoming election on Social Security, the possibility of reductions in benefits, and the importance of planning for retirement beyond Social Security. They also touch on the issue of inflation and the need for investments that can keep…

1
Passive Real Estate Investments With Christopher Price of Boost Wealth Fund 30:05

2M ago30:05

30:05

We speak with Christopher Price managing Partner with Boost Wealth Fund about passive real estate investing. They talk about their system and what people should be concerned with when looking for passive Real Estate Investments. You can reach out to Chris at Email: Chris@boostmycapital.com Website: https://www.boostmycapital.com/ Free Webinar: http…

1
Exploring Non-Recourse Mortgages for IRA-Owned Properties With Gary Mobbs from SouthStar Bank 26:23

4M ago26:23

26:23

Investing in real estate through Individual Retirement Accounts (IRAs) has become increasingly popular among savvy investors seeking to diversify their retirement portfolios.However, when it comes to financing these investments, traditional mortgages may not be an option due to IRS regulations. Non-recourse mortgages offer a potential solution, all…

1
Maximillian Pace discusses using algorithms for Bitcoin Trading and the halving of Bitcoin 25:44

4M ago25:44

25:44

Animus Technologies CEO Maximillian Pace discusses their approach to Bitcoin trading using their custom algorithm and explains the upcoming halving of Bitcoin plus their flexible account process. For more info email peter@checkbookira.com

1
Interview With Chris Quintana 23:51

5M ago23:51

23:51

Interview with Chris Quintana where she highlights her Financial Freedom Formula , Reducing Taxes on ROTH conversions plus a number of other estate planning and wealth building strategies.

1
Interview With Jerry Goodreau of JG2 Companies Developer and Managers of MultiFamily Properties 35:26

7M ago35:26

35:26

JG² Companies owns, renovates, and manages multifamily communities, focusing on ensuring that every apartment provides a comfortable, welcoming home for residents while delivering returns for investors. The company was founded in 1998 and is headquartered in Carmel, Indiana. They have an excellent record of consistent returns to their investors and…

1
Follow-up with Maximilian Pace Co-Founder and CEO of Animus Technologies – 25:18

8M ago25:18

25:18

Crypto with Confidence. Animus offers reliable, AI-driven trading strategies for digital assets. We talk about the latest news about Animus and how they differentiate themselves and enable the small investor to trade like the Hedge Fund managers. For more information contact Maximilian Pace https://animus-technologies.com⁠ 650-773-9471⁠ ⁠maximilian…

1
Uberwolf Capital, LLC Principle Protection Program 27:21

9M ago27:21

27:21

Uberwolf, LLC is a company originated by Kevin Williams as a vehicle to raise funds for different investment strategies and funds. Uberwolf's first product is the 100% principal protection plan which enables investors to take advantage of high returns available across theCrypto industry, whilst also providing 100% investment capital protection. For…

1
Interview with David Kapavik Of SouthStar Bank in Texas - Provider of Interest Bearing accounts* and Non Recourse Loans for Checkbook IRAs and Solo 401(k)s 34:52

10M ago34:52

34:52

Choosing the right bank to use with your self directed IRA or solo 401(k) is extremely important, for the ease of doing transactions and the availability of nonrecourse loans can greatly add to the success of your account. David Kapavik or SouthStar Bank in Texas explains how they stand among the best for your accounts. For More information call 51…

1
Real Estate Notes with Noah Miller of Royal Palm Funding 30:11

10M ago30:11

30:11

We discuss Royal Palm Funding and their process for marketing Notes on Real Estate, both Commercial and Residential . They also finance modest Real Estate Projects in the Southeast and Midwest. For further information you can contact Noah at Noah@RoyalPalmFunding.com or 561-763-4411

1
Interview with Maximilian Pace of Animus Technologies -Managing Crypto Trading with an AI Platform 29:29

10M ago29:29

29:29

Crypto with Confidence.Animus offers reliable, AI-driven trading strategies for digital assets. We talk about how Animus differentiates itself and enables the small investor to trade like the Hedge Fund managers. For more information contact Maximilian Pace https://animus-technologies.com 650-773-9471 maximilian@animus-technologies.com…

1
Country music star Gary LeVox shares his retirement plans 6:32

11M ago6:32

6:32

Shawn recently sat down for an interview with Gary LeVox, former singer for Rascal Flatts. They talk life, finances, and Gary's new direction as a solo artist. See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
Tax strategies for selling highly appreciate assets 25:33

1y ago25:33

25:33

Shawn O'Keefe shares a tax strategy to help preserve wealth and become more tax efficient if you are a small business owner or have a highly appreciated assets such as real estate. This way you can keep more money in your pocket than Uncle Sam's. See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
Sitting down with Bill Murray and the Murray Brothers 20:16

1y ago20:16

20:16

Shawn O'Keefe sits down with Bill Murray as he explains why it's so important to get involved in the community and his passion for charity work. He also talks about his free-spirited ways and his most recent act that he pulled on one of his brothers. Finally, he shares what drove him to dip his toe into the world of music. See omnystudio.com/listen…

1
Interview with Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club 21:42

1+ y ago21:42

21:42

We Talk to Chris about her process and investment ideas/ How she educates people to the basics of finance and goes over the mistakes people make in trying to navigate the financial world. We also discuss her beliefs in investing and what she does when working with clients. She also has a National group Called Financially Sassy Women who meet in per…

1
Should I hold Gold and Silver in My portfolio 30:02

2y ago30:02

30:02

Steve Pugsley from Pugsley and son Talks about the advantages and processes of holding Physical Gold and Silver in your investment portfolio. Steve Pugsley www.pugsleyandsons.com 541-292-6933 Cell Phoenix, AZ

1
Interview with Vice President Mike Pence 18:31

2y ago18:31

18:31

Shawn O'Keefe sits down with former Vice President Mike Pence to discuss what is holding back America from being successful, the challenges he faced while in office, and what is the worst part about his retirement. See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
Appraising Real Estate, an Inside Look 35:09

2y ago35:09

35:09

In this episode we are talking about Real Estate Appraising with Cynthia Schneider the Chief Strategy Officer for Beckstone Partners. Cynthia got her start in real estate in 2006, starting her first company in the appraisal space and expanding from there. Actively strategizing with clients, lenders and hedge funds through the market crash of 2008, …

1
Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club talks about investment strategies in todays economy 27:10

2+ y ago27:10

27:10

We Talk to Chris about her beliefs. are in investing and what she does in helping clients navigate today's economy and what they are investing inShe also has a National group Called Financially Sassy Women who meet in person and on Facebook that we discuss in Length. Chris is adept at alternative investments for her clients and can be reached throu…

1
Financing Your Business with Retirement Funds and the Benefits of Turning Your 401k into a ROTH 30:57

3y ago30:57

30:57

For close to 40 years Benetrends Financial has been the authority in small business funding. Benetrends pioneered 401(k)/IRA Rollover funding with The Rainmaker Plan®, the plan that enable entrepreneurs to use retirement funds to finance a business or franchise, without incurring upfront taxes, early withdrawal penalties, or debt. Tony Robinson is …

1
Tim Berry Estate and Retirement Planning Seminar 16:32

3y ago16:32

16:32

I would like to formally invite you to a class I’m going to give on advanced strategies for 401k plans. I’m not much of a hype man so I’m going to keep this really simple. The one constant I see with 401k clients is they haven’t fully realized how incredibly powerful their 401ks really are. Just stop and think about it. These accounts can be comple…

1
Interview with Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club 33:54

3y ago33:54

33:54

We Talk to Chris about her book - The Less You Know the More They Make - How it educates people to the basics of finance and goes over the mistakes people make in trying to navigate the financial world. We also discuss her beliefs in investing and what she does when working with clients. She also has a National group Called Financially Sassy Women …

1
Now Might be the Best Time to Convert Your Traditional 401k or IRA to a Roth 26:04

3+ y ago26:04

26:04

Steve Sheppherd - Founder of IRA Valuations and Checkbook IRA discusses the process for converting your traditional retirement plan to a ROTH plan. He discusses the Pros and Cons and why this might be the ideal time to convert. For more information contact Peter@checkbookira.com or Jordan@checkbookira.com…

1
The CARES Act and your Retirement Plan 18:38

3+ y ago18:38

18:38

Jordan Sheppherd discusses different uses of the CARES act with your Checkbook IRA or Solo 401k .

1
Interview with Adam Shifter , Chief Experience Officer for our preferred Custodian Kingdom Trust 37:40

4y ago37:40

37:40

Adam Schifter is the Chief Experience Officer of Kingdom Trust, an alternative asset custodian with over $14 billion dollars in assets under custody across more than 100,000 individual accounts. In this role, he is responsible for ensuring positive client experiences across all of the firm's touch-points. Prior to Kingdom Trust, Adam worked in the …

1
Investing in the Energy Sector explained by Troy Eckard CEO of Eckard Enterprises 31:27

4y ago31:27

31:27

Troy Eckard talks about investing in the energy sector and explains why the markets are behaving like they are and what to look for if you are interested in Investing in this sector. He explains it in a way that even the most novice investor will understand, with enough information to keep the attention of the most savvy energy investor. For more i…

1
Investment Opportunities with C & C Management 29:22

4y ago29:22

29:22

C and C Management Group, LLC is a professional, full service real estate solutions company that buys and sells properties throughout the greater Tri-State (DE, NJ, and PA) area. The Company was Founded in 2011 by Craig and Connie Williams. Craig and Connie have been avid real estate investors for over 8 years. Connie is also a 16 year veteran as a…

1
Talking Real Estate with Steve Sheppherd 24:37

4y ago24:37

24:37

Steve Sheppherd, Founder of CheckBook IRA, talks strategies for investing in Real Estate in today's market .

1
Real Estate Investing - With Dirk Zeller Best Selling Author and Real Estate Coach 38:58

4y ago38:58

38:58

Dirk Zeller has been a licensed real estate agent, investor, speaker, trainer and coach to some of the most successful companies, agents, and teams for over twenty years! As a coach he has a number of clients in the Wall Street Journal certified Top 100 agents in units and volume in the United States. During his real estate sales career, he was rec…

1
Client Dan Risman Jones of Ascend Real Estate discusses with Steve Sheppherd how Dan used his IRA to invest in Real Estate 31:31

4y ago31:31

31:31

Dan broadcasts live on his personal Facebook: https://www.facebook.com/drismanjones and also post to their Facebook page for Ascend Real Estate: https://www.facebook.com/AscendRealEstateTeam/ The podcast was about how to use Checkbook IRA for retirement investments, with Dan talking about his experience using it to buy a property in Pennsylvania, a…

1
Business Financing for either startups, purchasing a existing business or adding cash flow Using Your 401k or IRA 38:33

4y ago38:33

38:33

Anthony Robinson of Benetrends Financial discusses their programs for using your IRA or 401k money for financing of either startups, purchasing a existing business or adding cash flow to an existing business. He also discusses using some generous SBA programs for new business financing. For information you can go here https://www.benetrends.com/act…

1
Introducing IRA Valuations A Retirement Guardian Company 21:35

4y ago21:35

21:35

In this Podcast we Introduce IRA Valuations and the services they offer. If you take a disbursement from your IRA or 401k, or restate your plan from a traditional IRA or 401k to a ROTH and have investments other than cash or exchange traded stocks you need a professional valuation of the asset. IRA Valuations does this with the same outstanding ser…

1
012 Interview with CoinMe about the best way to have Cryptocurrency in one's IRA 37:09

5y ago37:09

37:09

Jordan Sheppherd, CEO of Check Book IRA interviews two of the top experts in buying and holding Cryptocurrency in an IRA or Solo 401(k) retirement account. This 40 minute podcast is a must for anyone wanting to learn about Crypto and how to use their Retirement Account to purchase and hold this unique asset. The Podcast was not intended to offer tr…

1
011 Did you know you can Personally borrow from your Solo 401(k) 1:43

5y ago1:43

1:43

A great advantage of the Solo 401(k) is you may borrow, for any personal purpose 50% of the value of your Solo 401(k) up to a maximum of $50,000. What a great way to take advantage of your hard earned retirement. Steven R. Sheppherd of Check Book IRA covers this perk in this podcast.

1
010 There are better things than cash to contribute to a Roth IRA 6:12

5y ago6:12

6:12

The Roth IRA is amazing, earning tax free dollars for both you and your heirs. Despite annual contribution limits one may convert large amounts to a Roth from a Traditional account. You must pay tax on the amount converted. However, did you know you can contribute other assets to a Roth besides cash. In fact it is the smartest way to go. Listen to …

1
09 Why is the Solo 401(k) even better than the Check Book IRA LLC 4:20

5y ago4:20

4:20

Steve Sheppherd of www.Checkbookira.com covers some of the reasons why the Solo 401(k) give more control than even the Check Book IRA LLC.

1
08-The Power of the Inherited Roth IRA Lesson 7 - Check Book IRA Lesson 7 - 5:08

5y ago5:08

5:08

Steven R. Sheppherd of www.Checkbookira.com covers how your heir could use the power of TAX FREE earnings of your Roth Check Book IRA. They can earn and withdraw Tax Free profits at any time AND the Roth Check Book IRA stays in existence until the oldest beneficiary is 82 years old!

1
07 The Miracle Roth IRA Lesson 6 Check Book IRA 1:56

5y ago1:56

1:56

Steven R. Sheppherd of www.Checkbookira.com covers how amazing the Roth IRA really is. Tax free earnings for your entire life, and, in Lesson 7 you learn the earnings are tax free to the heirs of the Roth Check Book IRA LLC until the eldest beneficiary is 82 years old.

1
06 Additional Investment Options for a Check Book IRA - Lesson 5 2:59

5y ago2:59

2:59

Steven R. Sheppherd of www.Checkbookira.com covers a lot of different investment opportunities. In some cases there may be additional taxes, like actually running a business, but for the most part the tax treatment is extremely favorable.

1
05 Buying Real Estate is Easy in the Check Book IRA - Lesson 4 4:24

5y ago4:24

4:24

Steven R. Sheppherd of www.Checkbookira.com covers how easy and efficiently it is to use the Check Book IRA to purchase and deal with Real Estate. No more waiting on Custodial approval and response. Grab the deal while it's hot!

1
04 What Can’t you do in a Check Book IRA? Lesson 3 4:43

5y ago4:43

4:43

Steven R. Sheppherd of www.Checkbookira.com covers what Prohibited Transactions as well as Prohibited Parties are. It's amazing how flexible the Check Book IRA is.

1
03 Get Checkbook control when you add an LLC to your IRA - Lesson 2 5:09

5y ago5:09

5:09

Steven R. Sheppherd of www.CheckBookIRA.com Covers how a Check Book IRA LLC works. This gives you, the client, instant and complete control of your IRA funds which are held locally in an LLC Business checking account. You are named the manager with instant control.

1
02 The Self Directed IRA is ONLY the beginning - Check Book IRA Lesson 1 4:44

5y ago4:44

4:44

Steven R. Sheppherd of www.Checkbookira.com covers how having a Self Directed Custodian who has nothing to sell you is an important first step to the financial freedom of you IRA or other retirement plan. A Self Directed Custodian doesn't sell you investment products but charges fees either based upon the value of the account or by the number of tr…

1
01 An Intro to the Check Book IRA - The History of the IRA 8:13

5y ago8:13

8:13

Steven R. Sheppherd from www.Checkbookira.com covers the History of the IRA. It will help you understand why the investment of the IRA's have been tightly controlled by the big banks and brokerage firms. You'll also learn how the Self Directed IRA came into being with the ultimate product of self control being the Check Book IRA LLC or the Solo 401…

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