Shows
Aligned Money ShowCheckbook Control Retirement Accounts with Bernard ReiszOn this show, we talked about checkbook control retirement accounts, how they work, the IRS guidelines, what you can invest in and what to watch out for with Bernard Reisz, CPA, CPCU and Principal of Resure Financial Advisors and 401KCheckbook.com Listen to learn the process for using your retirement account to invest in real estate and alternatives!
For the Difference Making Tip, scan ahead to 17:40.
You can learn more about Bernard at 401KCheckBook.com, Twitter, Facebook and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a...2025-01-2019 min
The Retiring Real Estate Investor30: Bernard Reisz - ReSure FinancialBrandon Bruckman welcomes Bernard Reisz, Chief Education Officer at ReSure, highlighting his unique approach to real estate, tax, and financial education.Tax Strategies:The conversation covers key tax strategies, including 1031 exchanges, cost segregation, and real estate retirement accounts. Bernard emphasizes transparency and due diligence.Risk Considerations:They discuss the long-term impact of tax decisions, introducing the concept of the "turkey problem" to illustrate the deceptive nature of perceived risk.Audit Risks and Compliance:Complexities of audit risks are touched upon, emphasizing adherence to the...2023-12-221h 11
Work Hard Invest HarderEp34 | How To Acquire Financial Freedom in Retirement with Bernard ReiszWhen planning for retirement, people set financial goals and find the best ways to save and invest to achieve them. That’s why we invited Bernard Reisz to share strategies for growing your wealth through retirement fund investments, along with IRA regulations you need to be aware of. Stay tuned for more valuable financial insights! Key takeaways to listen for: An overview of self-directed IRAs and the perks of checkbook control What is a solo 401(k) retirement plan? The value of tax efficiency when investing in real estate assets Ways to maximize cost...2023-11-1449 min
Know Your Why Podcast with Dr.Jason BalaraThe Real Estate Tax Trifecta with Bernard Reisz | Know your why #252EPISODE SUMMARY:
Discover a world where financial education reigns supreme and product sales take a back seat, as we are joined by Bernard Reisz, CPA and chief education officer at Resurer Financial. Promise yourself a future where you are not just another number in the system, but an empowered individual making informed financial decisions.
Through our conversation with Bernard, we shatter the illusion of financial products masquerading as advice and shed light on the transformational power of real estate, an avenue often underexplored by Main Street America. Venture into the realm of retirement accounts with us as Bernard demystifies their...2023-10-2551 min
The Capital Stack074. Supercharge Your Tax Strategy with Bernard Reisz★ Join Our Investor Club ★ https://forms.gle/AEpWgPg7krd8YzPU8Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation! Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone --About the guest:Bernard Reisz CPA is Chief Education Officer at ReSure Financial, a firm focusing on helping real estate investors understand how real estate title and tax tools - 1031 Exchange, Cost Segregation, 401k/IRA - can be use...2023-09-131h 04
Tax Strategy DigestBernard Reisz - Ep. 20 - Tax Strategy DigestIn this week's episode I invited guest Bernard Reisz, who is the Chief Education Officer at ReSure Financial, curating https://members.resurefinancial.com/ to help real estate investors understand how real estate title and tax tools - 1031 Exchange, Cost Segregation, 401k/IRA - can be used to turbocharge ROI and wealth growth.ReSure Financial caters to the tax needs of real estate investors, delivering Cost Segregation, 1031 Exchange, and SDIRA & 401k services. ReSure takes an education first approach, so that investors maximize the benefits of real estate tax tools. As a financial nerd that's guested on countless financial, t...2023-08-2143 min
Elevate with Tyler Chesser - The Real Estate Podcast for Investing, Mindset and Personal DevelopmentE311 Bernard Reisz – Investing in Great Assets, Elevating Your Tax Strategy & Leveraging the True Value of the NPV of What You Do with Tax SavingsIn this episode, Bernard Reisz and Tyler discuss the importance of resourcefulness, surrounding yourself with the right people, and seeking professional advice for making informed real estate investment decisions. They also talk about strategic tax planning and optimization in real estate, including examples of 1031 exchanges and cost segregation studies.
✅KEY POINTS ✅
✅ Understand the true value of tax savings and how it elevates your life.
✅ The immense power of strategic tax strategy and optimization in real estate.
✅ Overlooked tax tools and recognizing there is no one perfect solution for everyone.
✅ The importa...2023-08-081h 03
Investing Stuff You Should KnowTax-Deferred Forever? An Investor's Dream, w/ Bernard ReiszIf you could lose millions by doing it wrong, hire an expert. If you could save millions by doing it right, hire an expert.The implications are the same. Pay the expert when the stakes are high.Bernard Reisz and his company are masters at using retirement accounts in syndications, funds, and other investments. They are good at things you didn't even know existed, like a Reverse 1031 Exchange.His mission to you as an in...2023-05-3049 min
The Mark Perlberg CPA PodcastEP 026 - Real Estate Tax Geekout Session w/ Bernard ReiszSend us a textListen to me and Bernard Reisz of Resure Financial as we dive into a variety of tax and real estate investing topics. We discuss retirement accounts, capital gains planning, grouping elections, material participation, 1031 exchanges, capital gains planning and real estate syndications. Lots of great topics to geek out about!A little about Bernard: Bernard Reisz, CPA founded ReSure to deliver real estate tax and financial tools based on professional expertise, going beyond execution of real estate tax tools to include expert and unbiased investor education.2023-05-1550 min
REady2Scale - Real Estate InvestingCreating a Snowball Effect of Wealth Building Through Real Estate Investing with Bernard ReiszWe don't want real losses but it's great to get a tax loss that doesn't actually represent an economic loss.If anyone knows how to make the most of real estate tax strategies and benefits, it's Bernard Reisz. Bernard is the Chief Education Officer of ReSure Financial Services, which specializes on investor tax tools to accelerate and protect the growth of investors assets and wealth, and he helps ensure his clients are maximizing their real estate tax benefits. His approach to expert and unbiased investor education helps them deploy advanced tax strategies and self directed...2023-05-0339 min
Real Finds PodcastThe Power of 1031 Exchanges With Bernard ReiszWelcome to the Real Finds Podcast, hosted by Gordon Lamphere, Director of Sales and Leasing at Van Vlissingen and Co. This special episode comes right after tax day, so it's the perfect time to learn about how to make the most of your real estate investments. On this episode, we have a special guest, Certified Public Accountant, and tax expert Bernard Reisz. Bernard is the founder and Chief Education Officer at ReSure LLC, which empowers real estate investors by being a trusted guide to tax and financial tools. In this episode, we focus on investor education and provide powerful investor...2023-04-1950 min
The Apartment GurusEpisode 144: Bernard Reisz - The Ultimate Guide to 1031 ExchangesListen in as Bernard Reisz delivers excellent tax advice and simplified strategies to help you self-direct your finances in today's episode. So tighten up because this show will teach practical techniques for taking charge of your future.WHAT YOU’LL LEARN FROM THIS EPISODE Pros and cons of 1031 exchangeHow to execute a successful 1031 exchangeReSure Financial's clients and servicesWhy you need a good financial advisorAdvice for retaining an ownership mentalityRESOURCES/LINKS MENTIONED...2022-11-1034 min
Real Estate Runway066: Leveraging Tax Strategies for Alternative Businesses with Bernard ReiszBernard Reisz from ReSure Real Estate Financial & Tax Solutions joins the show to discuss alternative business and investment strategies to help amplify life and maximize wealth. As the chief educational officer, he will talk about tax planning strategy holistically, not just letting one little strategy drive the deals you're doing. Bernard discusses how tax planning strategies are a network of interconnected concepts that impact every investor differently, and how getting lost in the weeds can prevent you from seeing different personalities and enjoying what you love. However, he stresses that everything is driven by financial outcomes, and if someone...2022-08-0329 min
The Cash Flow Chronicles- How to Make Your Money Work for YouIRR 41: When You Invest - The True Power Is The CompoundingThe Investor Relations Real Estate Podcast Episode 41 - When You Invest - The True Power Is The Compounding Host: Jonny Cattani Guest: Bernard Reisz Producer: April MunsonJonny Cattani is joined by Bernard Reisz to discuss: Real estate tax tools: SDIRA, QRP, 401k, 1031 Exchange, Cost SegregationUnderstanding where your money is really going Defining terminology Lead Strategist & Educator @ ReSure Financial, Delivering Investor Tax Tools and Transfo...2022-05-3044 min
Financial DadsHow to start a business using your own 401k or IRA with Bernard ReiszBernard Reisz (CPA) takes us on a journey on how to leverage your 401k or IRA utilizing a little known IRS area called ROBS (Rollover as Business Start-up.)This can get complicated so listen and don't try this without a proper financial expert that understands the complexity of this financial tool.Bernard is a Principal at ReSure Financial.Prior to founding ReSure Financial, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence.https://www.resurefinancial.comhttps://members.resurefinancial.com...2022-04-2945 minInvesting Stuff You Should KnowBernard Reisz - 1031, Retirement, & Tax Advising Wizard and ConsultantBernard Reisz is our in-house wiz at using retirement accounts in syndications, funds, and other investments. His mission to you as an investor is to be EMPOWERED with clarity, certitude, & control.His team is not just selling paper and contracts, but have the expertise and knowledge to ensure full complianceEmailbernard@resurefinancial.comHe has a fantastic educational platform as well, see connection inks below.members.resurefinancial.com/ (Company Website)resurefinancial.com/ (Company Website)bbb.org/us/ny/new-york/profile/tax-consultant/resure-llc-0121-170719 (BBB A+ Profile & Reviews)From his Link...2022-04-0149 min
Thinking Like a BankEpisode 49: How to Start a Business Using your 401k with Bernard Reisz, CPABernard Reisz, CPA , a financial pro that has seen it all and knows that you can - and must - be the director of your financial future. Bernard's goal is to EMPOWER you with unbiased info so that you can make informed decisions about all aspects of your money management - tax, legal, financial, investment, cash flow.
Bernard is the founder of ReSure Financial, delivering tax and financial tools for real estate. ReSure Financial provides services for self-directed retirement accounts, 1031 Exchange, Entities, and Investor tax & Financial Education.
Prior to founding ReSure, Bernard served as Director...2022-02-2345 min
Weiss AdviceEpisode 200 Bonanza!Send us a textWhat is the next best step you can take to get forward in your business? This podcast episode could just be it. On this very special 200th episode, join me and my amazing guests who came back on the show as they share their 2022 goals and pieces of advice in real estate, business, and beyond. Check it out![00:01 - 02:08] A Very Special Episode200 episodes of Weiss Advice[02:09 - 42:27] Episode 200 Bonanza!Adam Gower: Know your catchphraseRachel Richards: You really ha...2022-01-1944 min
Rigs to Real EstateSelecting the Optimal Tax Tools to Accelerate Your Wealth with Bernard ReiszBernard is an expert in integrating and executing investor tax products with a focus on self-directed retirement accounts (QRP, SDIRA, Solo 401k, IRA-LLC, IRA-Trust, etc.) and 1031 exchange. Bernard helps investors get it right the first time for optimal tax results, while avoiding concealed pitfalls. 2021-12-0132 min
The Future of Influence55 - Empowering Yourself Financially with ReSure Financial's Bernard ReiszIn this episode, your host Sandy Fowler speaks with ReSure Financial's Bernard Reisz about group financial education, empowering yourself financially, and more. Check out ReSure Financial at https://members.resurefinancial.com/ Interested in being on the show? Apply HERE. 2021-11-2419 min
Small Business, Big Life41 - Due Dilligence with ReSure Financial's Bernard ReiszYour host, Derick Van Ness, talks with Bernard Reisz of Resure Financial. Bernard focuses on a self-directed yet educational and guided space that allows people to take ownership of their financial outcomes.To learn more, visit https://www.ReSureFinancial.com/2021-08-1234 min
Passionate Living Through Passive Investing17. Bernard Reisz - Investing in Real Estate Using Your Retirement PlanSend us a textIn episode 17 Bernard Reisz, founder of ReSureFinancial helps you to know your retirement plans and understand the tax code!QRP vs. IRATax Strategies vs. Tax TurkeysERISA plans vs. non-ERISA plansSelf-Directed IRASolo 401kHow to invest in a syndication using your retirement planTips on choosing your CPAFind Bernard on the webReSureFinancialLinkedIn2021-08-0744 min
Dan On TopDan On Top - Episode 123Bernard Reisz, Lead Strategist & Educator at ReSure Financial discusses Talmudic phrases and how they apply to the financial services industry and real estate investing. Bernard also discusses the ins and out of self directed IRAs and qualified retirement accounts. Dan tries to get Bernard to dance but it doesn’t end so well.2021-08-0315 min
The WWRE PodcastSelf Directed IRA with Bernard Reisz | WWRE PODCAST with Barri Griffiths#199From Bernard Reisz: QRP, SDIRA, UBIT, UBTI, UDFI, 1031, LLCs, entity structuring, financial products, tax strategy & planning, installment sales, financial advisory, estate planning, investing... all of these must be navigated expertly & integratively. The people that you talk to about financial tools & strategies all have something to sell you, making objective info hard to find. Get objective info from a guide that knows every neck of the woods and has nothing to sell you, delivering unbiased expertise. Be EMPOWERED with clarity, certitude, & control. Join the FREE member zone: https://members.resurefinancial.com/ My goal is to empower you to optimize your...2021-07-2415 minThe WWRE PodcastWho's Bernard Reisz? | Bernard Reisz VS Barri Griffiths #198From Bernard Reisz: QRP, SDIRA, UBIT, UBTI, UDFI, 1031, LLCs, entity structuring, financial products, tax strategy & planning, installment sales, financial advisory, estate planning, investing... all of these must be navigated expertly & integratively. The people that you talk to about financial tools & strategies all have something to sell you, making objective info hard to find. Get objective info from a guide that knows every neck of the woods and has nothing to sell you, delivering unbiased expertise. Be EMPOWERED with clarity, certitude, & control. Join the FREE member zone: https://members.resurefinancial.com/ My goal is to empower you to optimize your...2021-07-2130 min
Get BookedBritish Version Of RumspringaAmanda and Jenn discuss Outlander read-alikes, funny alien/space stories, hidden identities, and more in this week’s episode of Get Booked.Follow the podcast via RSS, Apple Podcasts, Spotify, or Stitcher.This content contains affiliate links. When you buy through these links, we may earn an affiliate commission.For listener feedback and questions, as well as a complete list of books discussed in this episode, visit our website.FeedbackThe Daisy Dalrymple series by Carola Dunn (rec’d by Buddy)Dakota Blues by Lynne Spreen (rec’d by K...2021-07-1543 min
The Real Estate JAM1031 Exchanges w/ Bernard ReiszJoin JD and Melissa with their guest, Bernard Reisz, on the show today as they talk about 1031 exchanges. How do you find someone to help you with a 1031 exchange? What is a 1031 exchange in the first place? Stay tuned! Here’s what to expect on the podcast: The dangers of people representing themselves as “experts” are only looking to sell some sort of a tax product. A 1031 exchange explained through horses and swapping horses in the 1920’s. What is a Qualified Intermediary? Real estate and 1031 exchanges – how can you take advantage of it? And much more! 2021-06-2829 min
The Conscious InvestorEp156 Bernard Reisz on Viewing Taxes as an InvestmentTaxes, not everyone's favorite subject, but what would you do to make sure you are doing your taxes correctly? How about getting support in making better choices? Then there is the Qualified Retirement Plan QRP. Bernard Reisz is the man to go to. He doesn't hold back in expanding the financial world and helping everyone understand in a powerful way. Including a little carrot of information about how to view taxes as an investment. Gain a better understanding of the strategies with taxes in this informative episode.2021-06-2446 min
Average Joe Finances43. Checkbook Control IRAs, QRPs, and more with Benard ReiszSend us a textJoin Mike Cavaggioni and Bernard Reisz on the 43rd episode of the Average Joe Finances Podcast as they discuss providing unbiased and innovative strategies to optimize your finances. Bernard Reisz is a certified public accountant, financial advisor, and ReSure’s founder. The company focuses on self-directed retirement accounts, giving investors the ability to put their money in assets they understand best. Today, Bernard shares his story of working towards his certification, turning down big companies, and starting a financial solutions firm himself.In this episode, you’ll learn:● How financ...2021-05-0957 min
Next Level American DreamNavigating Real Estate Investments with Self-Directed IRAsWelcome to the Next Level American Dream Podcast. We have a wonderful guest for you today, but first please make sure you have subscribed, if you haven't already. We also love getting your feedback through likes, comments, ratings, and reviews. Today, Sean speaks with Bernard Reisz. Bernard is the Lead Strategist at ReSure Financial. His expertise is guiding people through Real Estate taxes, legal strategies, and finances. During the episode, Sean and Bernard touch on the use of Self-Directed IRAs in real estate. If you found any value from today's episode, then please share it with a friend and he...2021-04-1247 min
Value Added: The Real Estate PodcastEpisode 043: Tax strategist and advisor Bernard Reisz discusses potential changes in the tax code.Bernard Reisz is founder of ReSure Financial which provides his clients with a full suite of tax and financial services including entity structuring, financial products, tax strategy & planning and financial and investment advisory. We talk about how to take advantage of the "real estate professional" designation in the tax code if you qualify, the best way to put your retirement accounts to work to purchase commercial real estate, and what changes we could potentially see as the new administration has put a "target" on the real estate industry as a whole.
Books:
Anti-Fragile by Nassim...2021-04-0632 min
Wealth Matters By Alpesh Parmar113: Planning For Biden Tax Changes with Bernard ReiszGet holistic financial & tax expertise with a focus on real estate, entity structuring, and self-directed retirement accounts. Implementation, compliance advisory, & tax strategy for Checkbook Control Retirement Accounts, including SDIRA, QRP-LLC, IRA-LLC, IRA-Trust, QRP, & Checkbook 401k plans - nationwide.
Bernard Reisz empowers individuals to optimize their finances, using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities.
Bernard is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities...2021-01-2840 min
The Tax Resolution Ninja ShowWhy You Should Fire Your Financial Advisor with Bernard Reisz of ReSure Financial AdvisorsBernard Reisz is a CPA and a Principal at ReSure Financial Advisors LLC, where he provides financial consulting and tax advisory services. Bernard offers holistic finance and tax expertise, focusing on real estate, entity structuring, and self-directed retirement accounts. Bernard is also the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. In this episode… What is the real cost of a financial advisor? The short answer is 1.5% per—but that...2021-01-1347 min
Creative CapitalCreative Capital Podcast 30: Generating A Tax-Free Wealth Through Self-directed IRA With Bernard ReiszHave you been looking for ways to grow your retirement savings long term and to enjoy potential tax benefits? Look no further! Investing in an IRA will either benefit you from tax-deferred income until you take withdrawals or your investment gains accumulate tax-free and you can also withdraw it tax-free! Tune in to this episode to learn and earn tons of nuggets and mindset shifts from Bernard Reisz, a CPA and the founder of ReSure LLC with vast experience in the alternative investment and finance industries including self-directed retirement account needs. He is full of...2020-12-181h 15
Wolfe Bites with Barry WolfeWolfe Bites | Episode 21 with Bernard ReiszOn this episode of Wolfe Bites, we are joined by Bernard Reisz of Agent Financial. Bernard is a Finance Consulting offering services in QRP, SDIRA, 1031, LLCs and tax planning. Join us as we discuss tax implications that may result from the recent 2020 election. Hosted by Barry Wolfe of Marcus and Millichap. Our Guest this week: Bernard Reisz CPA of Agent Financial. LinkedIn: @bernard-reisz-cpa2020-12-0400 min
The ROI Online Podcast[Feature Friday] Bernard Reisz on Principles for Financial Success - The ROI Online Podcast Ep. 58Bernard Reisz is an accountant and financial advisor who believes that the best way to set up your own finances includes three principles: responsibility, recognition, and empowerment. If you’re able to take responsibility for your choices, recognize your financial journey, and take control rather than becoming dependent on an advisor who may not have your best interests at heart, you will find success. No one will be as interested in your personal finances as you are and no one can really do that job for you. Too many people don’t want to assess their own risk...2020-11-2048 minWeiss AdviceTake Control of Your Retirement Account with Bernard ReiszSend us a textBernard Reisz is the founder of ReSure Financial. Bernard is someone who lives his life, helping people with their Self-Directed Retirement Accounts and empowering others to take control of their financial situations.[00:01 – 12:46] Take Control of Your Retirement AccountBernard shares what brought him to the path of helping people in the retirement space.The story behind why he started ReSure FinancialFacts about retirement accountsThe yeses and noesAre you signing up for the right one?[12:47 – 19:27] Starting ReSure FinancialBernard talks about the challenges they faced when...2020-10-2827 min