Chris Quintana and Stephanie Georgakopoulos Reveal How This Powerful Tool Can Transform Investing Strategies

June 24, 2024 at 10:34 AM EDT

In a captivating new episode of the Cash Flow Hacks podcast, host Chris Quintana sits down with Stephanie Georgakopoulos to uncover the game-changing benefits of the Checkbook IRA. As a leading expert in self-directed retirement accounts, Stephanie illuminates how this innovative financial tool can empower investors to take control of their financial futures.

Video Link: https://www.youtube.com/embed/JWKsxX20PNE

“The Checkbook IRA gives you the speed and control you need to capitalize on opportunities as they arise,” Stephanie explains. “No more waiting on a custodian to approve your investments – with a Checkbook IRA, you have the freedom to make decisions quickly and efficiently.”

Listeners will learn how a Checkbook IRA works, the types of investments it allows, and the key differences between a traditional self-directed IRA and this more nimble approach. Stephanie delves into the convenience of local banking, the ability to combine multiple retirement accounts, and the significant cost savings that come with this setup.

“People don’t realize how much money they’re spending in their IRAs with all the fees,” Stephanie says. “A Checkbook IRA eliminates a lot of those headaches and transaction costs, allowing your retirement funds to work harder for you.”

For real estate investors, tax lien buyers, and those seeking diversification beyond the stock market, Stephanie highlights the endless possibilities a Checkbook IRA can unlock. “You can invest in anything from real estate and precious metals to private placements and joint ventures – the options are truly limitless.”

However, Stephanie also cautions listeners about the importance of understanding the rules surrounding disqualified investments and entities. “There are some clear guidelines we need to follow, but with the right guidance, navigating these waters is straightforward.”

To that end, Stephanie shares the comprehensive support offered by the team at CQ Consulting Services. “They handle everything from LLC formation to bank account openings, ensuring the process is seamless and compliant.”

Whether you’re looking to break free from the constraints of a traditional IRA or simply want to explore new investment horizons, this episode of Cash Flow Hacks is a must-listen. Tune in now to discover how a Checkbook IRA could be the key to unlocking your retirement potential.

The Cash Flow Hacks podcast is available on all major streaming platforms, including Apple Podcasts, Spotify, and Google Podcasts. To listen, visit https://www.cqcashflowhacks.com/ or follow the show on Facebook at https://www.facebook.com/CQfinancialconsulting.

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Chris Quintana and Stephanie Georgakopoulos Reveal How This Powerful Tool Can Transform Investing Strategies

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