175: How to Lose Money by Becoming a Management Consultant with Bernard Reisz

175: How to Lose Money by Becoming a Management Consultant with Bernard Reisz

Author: Paul Moore and Josh Thomas September 2, 2019 Duration: 31:20

Bernard Reisz, CPA empowers individuals to optimize their finances using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities. Bernard is the founder of 401kcheckbook.com, which gives investors direct control of their tax sheltered funds for real estate equity and debt opportunities using checkbook control IRA's, solo 401(k)'s and checkbook life insurance. He's also the founder of agentfinancial.com, which provides tax, entity, and financial services to real estate pros including real estate agents, real estate investors and mortgage brokers.

 


Paul Moore and Josh Thomas host How to Lose Money, but don't let the title fool you. This is a wealth-building conversation built on a simple, powerful premise: the most valuable lessons often come from what went wrong, not what went right. Each episode delves into the honest, sometimes gut-wrenching stories behind business failures and costly missteps. You'll hear from entrepreneurs in the thick of a tough season and executives analyzing strategic errors, all sharing the hard-won insights they gained in the process. The focus isn't on the failure itself, but on the clarity and resilience forged in those moments. For anyone building a business, leading a team, or simply fascinated by the real, unvarnished path to success, this podcast offers a unique and compelling perspective. New conversations arrive every Monday, providing a regular dose of practical wisdom earned the hard way. Tune in for a refreshingly candid look at how the road to financial and professional growth is often paved with lessons learned from losing.
Author: Language: English Episodes: 100

How to Lose Money
Podcast Episodes
143: How to Lose Money by Chasing a Deal Too Long with Oren Klaff [not-audio_url] [/not-audio_url]

Duration: 47:49
Oren Klaff is one of the world's leading experts on sales, raising capital and negotiation, having pitched and closed over $500 million of investor capital in recent years. His first book, Pitch Anything, is required rea…
142: How to Lose Money by Mismanaging Your 401k with Mike Kirby [not-audio_url] [/not-audio_url]

Duration: 32:29
Mike was laid off after almost 34 years from the high-tech industry at the age of 55. Instead of grieving, he took his 401k and turned it into a "self-directed IRA LLC" and then turned that LLC into a multi-million dolla…

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