Note Investing Mastery | Common Mistakes to Avoid | with Tracy Z
David is joined by Co-Founder of noteinvestor.com - Tracy Z to discuss some of the most common mistakes made by new notes investors
Note Investing Mastery | Paperstac | with Brett Burky
David is joined by Co-Founder of Paperstac - Brett Burky, to discuss some of the lesser-known tools and features that help private note buyers and sellers trade safely on this market-leading mortgage note trading platform.
Note Investing Mastery | Mindset | with Jamie Bateman
In this first episode of our new Note Investing Mastery series, David speaks to seasoned note investor, Jamie Bateman of Labrador Lending about the mindset and personality skills required to be successful in the world of real estate mortgage note investing.
From empathy and leading with adding value for others, through to psychological flexibility, success in the note investing space is about far more than technical knowledge and analytical skill. Tune in to find out what Jamie has learned in the last 10 years buying and selling notes.
Investor Conversations | Tax Efficient Investing | Scott Estill
Scott M. Estill is former trial attorney for the IRS, practicing tax attorney, and nationally recognized speaker on all thing tax-related. In this episode of Priority investor Conversations, Scott gives his presentation on self-directed accounts, including self-directed IRAs, Roth IRAs, self-directed 401ks, and everything in between.
Investor Conversations | Private Lending | Edwin Epperson III
If you’re dead set on finding the best ways to invest right now, it makes sense to understand what successful investors are already doing to diversify, reduce risk, and boost their annual yields into double digits.
Investor Conversations | Proposed Tax Legislation | Kaaren Hall
Kaaren Hall is Founder and CEO at UDirect Services, a self-directed IRA custodian with $750 million in private investor retirement funds under management. She [...]