GUEST BIO
This week we are joined by the newly appointed President of NuView himself! Jason DeBono brings with him his immense experience of 15 years. Starting from his roots with NuView (as an intern!) to leading a two-man operations team. He then diligently worked his way to Director, to Vice President and to finally reaching the summit at the start of this year. Jason now manages over $1.4 billion of self-directed custodian assets under him.
Self-directed IRAs are nothing new. But in the past decade they’ve become more prevalent as financial education and awareness increased. NuView is the (hard working man) in a budding industry that built their name with diligence. As opposed to common financial structures, self-directed IRAs allow you to choose where your investments go.
And this is where NuView stands out.
NuView gives you the options that are not limited to publicly traded stocks and mutual funds. Among the 15 custodians in the game, NuView offers a menu too good to resist. They offer outside options like real estate, private companies, even up to multifamily investments. And on top of that, they treat investments with a manual hands on approach. Which means smoother asset management and guarantees that investments get utmost care and attention. A good menu and superb customer service?! Sign me up!
Give a listen as Jason details not just WHY you should invest your IRA but also HOW.
HIGHLIGHTS OF THE EPISODE
01:50 - Background of the guest
06:00 - Individual Retirement account
08:31 - What is a custodian?
KEEPING IT REAL
13:02 - Advantages of the IRA
16:12 - Two Independent Decisions
23:32 - Types of Retirement Accounts
32:28 - Two types of Taxation in IRA
38:50 - How to become a professional in business?
40:41 - What is NuView Trust company?
43:02 - Biggest misconception in IRA
RAPID FIRE QUESTIONS
46:15 - Favorite Book - Rich Dad Poor Dad by Robert Kiyosaki | The Richest Man in Babylon by George Samuel Clason
NOTABLE QUOTES (KEY LESSONS):
“Before you think about how to make money, which is investing, you have to stop and think about how to build wealth, which are tax advantages.”
“If you do your own taxes, you’re not in business, you will never be a professional in business because you can’t learn and understand enough to do it all.”
CONNECTING WITH THE GUEST
Email: jason@nuviewtrust.com
#ExperimentIndividualRetirementAccount
