Beyond the Norm

Episode 12 - Amanda Holbrook with Specialized Trust Co on self-directed retirement accounts

48 min · 3 de nov de 2025
Portada del episodio Episode 12 - Amanda Holbrook with Specialized Trust Co on self-directed retirement accounts

Descripción

Jimmy and Amanda focus on explaining self-directed IRAs through real-life case studies. They discussed the advantages of self-directed IRAs compared to traditional retirement accounts, emphasizing the flexibility in investment options and the ability to invest in tangible assets like real estate. The conversation covered various retirement account types, compliance rules, and the importance of financial education, with Amanda sharing client success stories and encouraging listeners to explore self-directed IRA options through her team. CONTACT INFORMATION THEY WANT TO SHARE WITH THE AUDIENCE: Amanda Holbrook PHONE: 505-514-0587 Email: aholbrook@irastc.com [aholbrook@irastc.com] Schedule a One:One with Amanda Holbrook: https://my-schedule.timetrade.com/app/td-3313916/workflows/cmvmr/schedule/welcome?wfsid=diuCuuXJFFBh-QPKsj97BcCSMbqhZqvk&view=full&fs=1 [https://my-schedule.timetrade.com/app/td-3313916/workflows/cmvmr/schedule/welcome?wfsid=diuCuuXJFFBh-QPKsj97BcCSMbqhZqvk&view=full&fs=1] Our Financial Freedom Gift to You: https://fieldguide.specializedtrustcompany.com/fieldguidebratz [https://fieldguide.specializedtrustcompany.com/fieldguidebratz] COMPANY SOCIAL: https://www.facebook.com/specializedtrustcompany [https://www.facebook.com/specializedtrustcompany] https://www.instagram.com/specialized_trust_company/ [https://www.instagram.com/specialized_trust_company/] AMANDA’s Social: https://www.instagram.com/amandaholbrook007/ [https://www.instagram.com/amandaholbrook007/] https://www.facebook.com/mandy.holbrook.1 [https://www.facebook.com/mandy.holbrook.1] https://www.linkedin.com/in/amandaholbrooksdiras/ [https://www.linkedin.com/in/amandaholbrooksdiras/] Website: www.specializedtrustcompany.com [http://www.specializedtrustcompany.com/]

Comentarios

0

Sé la primera persona en comentar

¡Regístrate ahora y únete a la comunidad de Beyond the Norm!

Prueba gratis

Empieza 7 días de prueba

$99 / mes después de la prueba. · Cancela cuando quieras.

  • Podcasts solo en Podimo
  • 20 horas de audiolibros al mes
  • Podcast gratuitos

Todos los episodios

10 episodios

episode Episode 12 - Amanda Holbrook with Specialized Trust Co on self-directed retirement accounts artwork

Episode 12 - Amanda Holbrook with Specialized Trust Co on self-directed retirement accounts

Jimmy and Amanda focus on explaining self-directed IRAs through real-life case studies. They discussed the advantages of self-directed IRAs compared to traditional retirement accounts, emphasizing the flexibility in investment options and the ability to invest in tangible assets like real estate. The conversation covered various retirement account types, compliance rules, and the importance of financial education, with Amanda sharing client success stories and encouraging listeners to explore self-directed IRA options through her team. CONTACT INFORMATION THEY WANT TO SHARE WITH THE AUDIENCE: Amanda Holbrook PHONE: 505-514-0587 Email: aholbrook@irastc.com [aholbrook@irastc.com] Schedule a One:One with Amanda Holbrook: https://my-schedule.timetrade.com/app/td-3313916/workflows/cmvmr/schedule/welcome?wfsid=diuCuuXJFFBh-QPKsj97BcCSMbqhZqvk&view=full&fs=1 [https://my-schedule.timetrade.com/app/td-3313916/workflows/cmvmr/schedule/welcome?wfsid=diuCuuXJFFBh-QPKsj97BcCSMbqhZqvk&view=full&fs=1] Our Financial Freedom Gift to You: https://fieldguide.specializedtrustcompany.com/fieldguidebratz [https://fieldguide.specializedtrustcompany.com/fieldguidebratz] COMPANY SOCIAL: https://www.facebook.com/specializedtrustcompany [https://www.facebook.com/specializedtrustcompany] https://www.instagram.com/specialized_trust_company/ [https://www.instagram.com/specialized_trust_company/] AMANDA’s Social: https://www.instagram.com/amandaholbrook007/ [https://www.instagram.com/amandaholbrook007/] https://www.facebook.com/mandy.holbrook.1 [https://www.facebook.com/mandy.holbrook.1] https://www.linkedin.com/in/amandaholbrooksdiras/ [https://www.linkedin.com/in/amandaholbrooksdiras/] Website: www.specializedtrustcompany.com [http://www.specializedtrustcompany.com/]

3 de nov de 202548 min