The Yield podcast

Taking Control of Your Financial Future

17/11/2021
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What options are available in the alternative retirement investment space?  In this episode of The Yield, Peter Kerr is joined by Damion Lupo to discuss personal finance, investment, and retirement strategies. Damion is founder of eQRP, the ultimate investment retirement tool, and the best-selling author of a dozen books and he is on a mission to free 1 million people from financial bondage. He hosts the Financial Underdogs podcast, ripping conventional wisdom apart for the Main Street investor looking for the truth about money and investing. 

Key Takeaways:

[1:18] Damion’s journey from a $25 million loss in real estate to founding eQRP retirement. 

[6:36] Overcoming decision paralysis to get more out of your investments. 

[10:10] Alternative investments can take investors beyond mutual funds, stocks and bonds.  

[17:25] Regulatory risks associated with alternative retirement accounts. 

[20:10] When to pay taxes on deferred and Roth IRAs. 

[22:25] Is there a downside to alternative retirement investment accounts? 

[24:07] Details about moving an existing 401(k) or 1031 into an EQRP. 

[27:10] What kind of lessons do you learn when losing $25 million? 

[28:21] Key differences between an EQRP and a self-directed IRA. 

[33:09] Strategies that offer no tax payments under current tax codes. 

[34:35] Educating yourself is the best move any investor can make. 

Mentioned in This Episode:

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