20.8K
Downloads
340
Episodes
Are you ready to forge stronger client relationships and make your expertise resonate? The Intelligent Investor Podcast – RIA Insights is your platform to connect meaningfully with clients and prospects alike. We know you’re balancing regulations, meetings, and market analysis, leaving little room to focus on storytelling. But sharing your insights and experiences doesn’t require a complex marketing strategy or a big production team—it only takes your voice. This podcast offers a space for Registered Investment Advisors (RIAs) to step away from traditional marketing noise and into authentic conversations that spotlight your values and expertise. Build trust, foster client loyalty, and inspire confidence as you share stories that truly matter. Why tune in? 1.Highlight your expertise in a relatable, human way. 2.Engage thousands of listeners actively seeking advisors like you. 3.Build deeper connections that turn clients into long-term advocates. Trust grows where stories inspire. Start making yours heard today. Visit: mtr.bio/shannonrobnett
Episodes
Tuesday Jul 11, 2023
Tuesday Jul 11, 2023
Delve into the world of Individual Retirement Accounts (IRAs) with Jason DeBono on this insightful podcast episode. Learn about the different types of IRAs and their key distinctions. Discover how self-directed IRAs empower investors to broaden their investment options, including real estate, syndications, and private loans, while enjoying tax advantages. Explore the implications of holding properties within an IRA, the potential tax benefits, and the factors to consider when deciding between personal holdings and IRA investments. Gain valuable insights into tax strategies and the long-term benefits of paying taxes now.
Connect with Shannon Here
Apply To Be On The Show with Shannon
Connect with Jason DeBono:
Website
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.