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Contact our Self-Directed Experts. (800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts.
(800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts. Schedule A Call or Leave A Message

Contact our Self-Directed Experts.
Schedule A Call or Leave a Message

Free Webinar: Recession Protection with your Checkbook IRA

Questions? Text us at (845) 253-9306.


As you continue to see headlines and articles about a potential upcoming recession, your preparation for this scenario becomes that much more paramount. You saw how it worked out for those who were exclusively tied up in the stock market back in 2008. The damage done to thousands of retirement accounts was catastrophic, but not unavoidable.

“Diversification” is a very popular word among investment firms, but their definition isn’t quite 100% accurate. When all your funds are invested in stocks, bonds, and mutual funds, you leave yourself vulnerable to a sudden downturn in the markets wiping out what you have worked so hard to accumulate. Meanwhile, there are countless other investments out there that are simply waiting for you to explore. Real estate, private placements, tax liens, cryptocurrencies, and so much more are absolutely in play to truly diversify your retirement investments.

A Self-Directed IRA is a powerful (and 100% legal) tool that is readily available for your protection against another stock market demise. Unfamiliar with the concept? It’s entirely possible, as traditional retirement companies often shield their customers from knowledge about the Self-Directed IRA because it would take their money out of the investments that result in the biggest commissions for the company.


Fortunately, Broad Financial is offering a FREE webinar that provides an in-depth breakdown of what it is, how it works, and why it can be so beneficial in economic times such as these. Even if you have already conducted your own Self-Directed IRA research, this webinar can fill in the edges and provide the final pieces of evidence you might need to give you the full picture.

We’ve already covered how we can help in the face of the recent economic decline, but nothing beats hearing the most important details straight from an expert. Host Jeff Astor, who literally wrote the book on Self-Directed IRAs, is one of the thought leaders in the Self-Directed retirement investing industry. Join him for an all-encompassing masterclass on Self-Directed IRAs, including an interactive Q&A session at the end.

Perhaps a recession ultimately does come to fruition. Perhaps it doesn’t. Either way, wouldn’t you like to know you have put yourself in the best position to be the least affected? You have put in so much time setting yourself up for the future, so why not invest a little more in learning how to make sure that future is unquestionably secured.

You can register for the webinar, which will go live on Aug. 28, 2019, at 02:00 PM ET, by clicking HERE. We look forward to seeing you there.

2019-08-22T15:09:22-04:00 August 22nd, 2019|Current Headlines, Financial News|

Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.

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