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Going Long Podcast with Billy Keels

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  2. Managing Your Investment Portfolio with Vehicles That Give You More Control - Mindy Gayer

Managing Your Investment Portfolio with Vehicles That Give You More Control - Mindy Gayer

Nov 21, 2022

Are you an Accredited Investor that’s tired of getting crushed by paying so much in income tax? Find out how we’re helping others like you keep Uncle Sam out of your pocket. Click the link HERE. 

Going Long Podcast Episode 266: Managing Your Investment Portfolio with Vehicles That Give You More Control

( To see the Video Version of today’s conversation just CLICK HERE. )

In the conversation with today’s guest, Mindy Gayer, you’ll learn the following:

 

  • [00:41 - 03:32] Show introduction with comments from Billy.
  • [03:32 - 08:07] Guest introduction and first questions.
  • [08:07 - 13:30] The backstory and decisions made that led Mindy to this point in her journey.
  • [13:30 - 15:21] Mindy explains what and who a fiduciary is, and why it’s important for you to understand this.
  • [15:21 - 22:46] Mindy gives us a 101 on what a self directed I.R.A. is, how it works (and doesn’t work), and most importantly how it can work for you..
  • [22:46 - 31:45] The ways that you can fund your own self directed I.R.A., and some things to understand so you can know whether it is the right thing for you to do. 
  • [31:45 - 36:32] Mindy explains all about UBIT tax and UDFI.
  • [36:32 - 39:40] How Mindy is helping clients through Entrust Group today.

Here’s what Mindy shared with us during today’s conversation: 

 

  • Where in the world Mindy is currently: Nashville, Tennessee.
  • The most positive thing to happen in the past 24 hours: Mindy found out that her healing from a Wakeboarding accident and subsequent hospital operation is ahead of schedule, so she is hoping to be fully healed soon!
  • Favourite city in Europe: Santorini, Greece.
  • A mistake that Mindy would like you to learn from so that you don’t have to pay full price: Wherever you are in life, it’s never too late!
  • Book Recommendations: Extreme Ownership, by Jocko Willink and Leif Babin. https://www.amazon.com/Extreme-Ownership-U-S-Navy-SEALs/dp/1250067057 

 

Be sure to reach out and connect with Mindy Gayer by using the info below:  

 

 

 

To see the Video Version of today’s conversation just CLICK HERE.

 

How to leave a review for The Going Long Podcast: https://youtu.be/qfRqLVcf8UI  

 

Start taking action TODAY so that you can gain more Education and Control over your financial life.

 

Are you an Accredited Investor that’s tired of getting crushed by paying so much in income tax? Find out how we’re helping others like you keep Uncle Sam out of your pocket. Go to https://www.firstgencp.com/goinglong

 

Be sure to connect with Billy!  He’s made it easy for you to do…Just go to any of these sites: