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Checkbook Control for Your Retirement Plan with Bernard Reisz, Episode 61

real estate coaching

Bernard Reisz is a CPA with extensive experience in alternative investments. He founded ReSure LLC & ReSure Financial Advisors. With a background in financial and tax analysis for institutional and personal investors, Reisz helps to empower investors to take control of their retirement accounts in accordance with their asset preferences. On this episode, Bernard shares tips to leverage tax-advantaged vehicles to maximize your retirement investments.


Key Market Insights

Bull’s Eye Tips:

Winning Your Market: Have an investment strategy

Tracking Marketing Changes: Read tax codes and learn its significance in retirement account.

Daily Habit: Take kids to school. Gives sense of meaning and purpose.


Leveraging the Rocket Fuel of Self-Direct IRAs with Carl Fischer, Episode 29

Self-directed IRA for Capital Raisers with Adam Sypniewski, Episode 54

Book Recommendation:

Where are the Customers’ Yacht? by Fred Schwed Jr.

Tweet This:

“Determine which retirement account should be set up and your eligibility.”

“Checkbook control hands the transaction duties to the investor, not the IRA custodian.”

Places to Grab a Bite:


Connect with Bernard:



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