Podcasts Business Going Long Podcast with Billy Keels SERIES HIGHLIGHT: Managing Your Investment Portfolio with Vehicles That Give You More Control - Mindy Gayer

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

Published: Nov. 28, 2023, 1:06 a.m.

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Going Long Podcast Episode 372: Managing Your Investment Portfolio with Vehicles That Give You More Control

( To see the Video Version of today\\u2019s conversation just CLICK HERE. )

In the conversation with today\\u2019s guest, Mindy Gayer, you\\u2019ll learn the following:

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  • [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\\u2019s 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\\u2019t 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.\\xa0
  • [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\\u2019s what Mindy shared with us during today\\u2019s conversation:\\xa0

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  • 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\\u2019t have to pay full price: Wherever you are in life, it\\u2019s 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\\xa0

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Be sure to reach out and connect with Mindy Gayer by using the info below:\\xa0\\xa0

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To see the Video Version of today\\u2019s conversation just CLICK HERE.

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How to leave a review for The Going Long Podcast: https://youtu.be/qfRqLVcf8UI\\xa0\\xa0

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

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Are you an Accredited Investor that\\u2019s tired of getting crushed by paying so much in income tax? Find out how we\\u2019re helping others like you keep Uncle Sam out of your pocket. Go to https://www.firstgencp.com/goinglong

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Be sure to connect with Billy!\\xa0 He\\u2019s made it easy for you to do\\u2026Just go to any of these sites:

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