Teach your clients how to buy and hold real estate inside your Roth IRA, and never pay taxes on any gains, with a tool called a Self-Directed IRA

What if you knew how to buy and hold real estate inside your Roth IRA, and never had to pay taxes on any of those gains? Knowing strategies that your competitors don't can not only differentiate you from other agents or lenders, but also help a ton more people to buy more real estate. The relatively unknown source of funding known as a Self-Directed IRA is one of them. This week, Andrew Martin from Atlas Financial Strategies teaches us how Self-Directed IRAs work, who can use them, when to use them, and how you can guide consumers on how to buy more real estate using their current retirement accounts.

As Real Estate Agents and Loan Officers, we MUST provide overwhelming value to our clients, or they'll find someone else who will. Providing unique knowledge, guidance, and expertise that others don't is a great way to stand out from your competitors. The same way being educated about 1031 Exchanges help your clients avoid taxes, knowing how a Self-Directed IRA works can show so many more people how to buy, hold, and sell real estate within their retirement accounts, with all the tax benefits that come along with that.

Of course, this must be done properly, crossing all T's and dotting all I's, but just understanding the concept is enough to point your clients in the right direction.

Connect our Guest

Andrew Martin
Founder and President
I'm Founder and President of Atlas Financial Strategies, LLC and provide fee-based financial planning for individuals and businesses. I was voted best financial advisor on the gulf coast 4 out of the last 5 years and have qualified for the Million Dollar Round Table (MDRT) 6 years in a row. Qualifying for MDRT recognizes a financial professional as part of the top 1% of financial professionals in the world. I have a financial planning team of about 40 professionals including attorneys, CPAs, Certified Financial Planners, Certified Financial Analyst, Certified Valuation Analyst, and supporting staff.
I would be happy to do an educational workshop to educate your team on helping their clients invest in real estate within their retirement accounts while getting all of the tax advantages that a retirement account would give them. We could then follow that up with a client seminar to educate your clients and community on how this strategy works. This could be very powerful and separate your agency and agents from their competition and position them as experts in the community. It could also lead to much more in real estate sales by helping clients unlock their retirement accounts to help them invest in real estate in a tax advantaged way.

Book of the Week

This is Marketing: You Can't Be Seen Until You Learn to See 
by Seth Godin

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Great marketers don't use consumers to solve their company's problem; they use marketing to solve other people's problems. Their tactics rely on empathy, connection, and emotional labor instead of attention-stealing ads and spammy email funnels.

No matter what your product or service, this book will help you reframe how it's presented to the world, in order to meaningfully connect with people who want it.”

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Massive Agent Society 2.0 

Facebook Ads for Real Estate Agents | Massive Agent SocietyWe recently announced the big changes to our Massive Agent Society real estate lead gen training program that we've been teasing these last few weeks. We now offer a $99/month real estate marketing coaching option, with no cap on how many agents or loan officers allowed in each market.

It's better and more value packed than ever! Visit the Massive Agent Society website for all the NEW details on pricing and what's included.

Don't reinvent the wheel! Use our ads that have been proven to bring in leads, over and over again. Massive Agent Society members get access to our exclusive copy & paste Facebook Ads database, where real estate agents & loan officers can simply choose the ad and type of lead they want to run, copy, paste, and submit! It takes all the guess work out of Facebook ads for real estate leads, and gives you everything you need to run an ad that has been proven to work.

NEW: $99/mo Real Estate Lead Generation & Marketing Coaching Program


The Industry Syndicate

The Industry Syndicate is officially LIVE! Industry Syndicate is the real estate industry's first media network. Or as we like to call it “Real Estate's Media Network“. The first-of-its-kind in the entire real estate industry, the Industry Syndicate launches with 25+ shows from over 20 different hosts. Shows for real estate agents, mortgage loan officers, marketing, branding, appraisal, and more.

The Industry Syndicate was co-founded by Jason Frazier, Phil Treadwell, Josh Pitts, and myself.

The next thing you'll see from the Industry Syndicate is our very own mobile app, with each show having their own “real estate” to connect with their community and audience. It will be great for building their community, but also for discovering other great shows that you may enjoy also, and connect with those communities. It's going to be awesome!

Soon, the Industry Syndicate will launch and produce our own original programming and content! Stay tuned

Visit the Industry Syndicate website for more info

And since so many have asked…

Why I decided to switch to EXP Realty

Have a question for me that you want answered on the podcast? Submit a question through the Massive Agent chatbot.

Connect with me:

Massive Agent Society – Don't reinvent the wheel! Our copy & paste, step by step Facebook Ad and lead gen training, coaching, and support program for real estate agents and loan officers. Only ONE agent/lender per market may join!

Residual Income for Real Estate Agents – Why I chose eXp Realty 

My real estate website – Search Salt Lake
Facebook Page – Massive Agent
Snappack Real Estate Marketing & Social Media Facebook Group
Our chatbot
Instagram – personal
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Dustin Brohm

Author Dustin Brohm

Dustin Brohm is a "marketer who sells homes." He hosts the Massive Agent Podcast, runs the Massive Agent Society real estate agent coaching platform, and is Co-Founder of the Industry Syndicate real estate podcast network. Dustin was a Top 3 Finalist for an Inman Innovator of the Year Award. Dustin is a keynote speaker on all things real estate marketing, social media, podcasting, and lead generation and has spoken on stage at Gary Vaynerchuk’s Agent2021, Inman Connect, HousingWire, numerous annual conferences for Realtor associations, and much more. In the end, Dustin Brohm is a Real Estate Agent w/ eXp Realty in Salt Lake City, UT, and leads a team of over 200+ agents across 30+ states and Canada.

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