How To Use Your Retirement Funds (401k, IRA) To Start Investing | Greg Herlean

Wealthy Way

Ryan Pineda

Business, Entrepreneurship

4.8 • 2.1K Ratings

🗓️ 22 March 2024

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

Learn to take control of your retirement account and invest in anything!
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Website - https://horizontrustsdira.com/

Greg Herlean, the founder of Horizon Trust, embarked on his entrepreneurial journey in real estate investing when he faced challenges obtaining loans for his deals. Recognizing the untapped potential of utilizing retirement funds for investments, Greg pioneered self-directed retirement options through trust companies. Dissatisfied with existing services, he set out to revolutionize the industry.

Greg and Ryan underscore the widespread lack of awareness about investing retirement funds, emphasizing that financial advisors often overlook this option to protect their own interests. Despite being commonly utilized by the wealthy, self-directed retirement remains largely untapped by middle-class individuals.

With over 35% of Americans possessing retirement accounts, Greg's firm offers a unique opportunity for individuals to take control of their investments. Horizon Trust manages a substantial portfolio exceeding $1 billion, providing expert guidance and education to investors navigating the intricacies of self-directed retirement.

Whether you're a seasoned investor or new to retirement planning, Greg and his team offer comprehensive support to help individuals leverage their retirement accounts for optimal returns. Tune in as Greg and Ryan delve into the nuances of utilizing retirement funds for investment opportunities, offering invaluable insights for prospective investors.

Transcript

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0:00.0	Most people just don't even know they can move their retirement money and invest in what they want,
0:04.2	rather than what someone's telling them to do. Instead of flipping or lending outside of their IRA,
0:09.2	they're now doing it in their IRA and paying no taxes now, and potentially forever if it's in a Roth.
0:14.7	I understand now why the wealthy use these retirement vehicles.
0:19.9	It's crazy.
0:20.5	Because you and I can invest in the same deals for the rest of our lives and you could do it in your LLC and I could do it in my IRA
0:26.5	except I'm compounding on my profits and so when it goes to retire mine would be way bigger
0:30.3	just by using something that the wealthy are using.
0:34.0	What up, Wild Letters, today.
0:35.0	I got a repeat guest on, and the reason that I'm bringing him back is because so many people
0:40.0	wanted to learn more about how to take control of their retirement accounts.
0:44.8	Many of you right now have a 401k that you don't even realize you could take control of right
0:49.4	now and start investing in your real estate, in businesses.
0:52.8	In fact, you can even invest in your education
0:54.4	if you just do it properly.
0:55.9	You know, some of you guys have IRAs
0:58.2	that you did not know that you could start self-directing today.
1:01.2	And so we're gonna go into what exactly all that means and how you can get started today.
1:06.3	I got Greg Hurleyn from Horizon Trust, what's up man?
1:08.7	Thanks man, thanks for having me.
1:09.9	Yeah, so can you give the two minute version of who you are, what you guys do and everything else for those who maybe missed our first time together?
1:18.0	Yeah, sure. So, Greg Hurleyn, look, I started Horizon Trust Company, a self--trich diary company about 14 years ago.
	...

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