The #1 Personal Finance and Investing Podcast in Hawaii!
May 9, 2021

43. Checkbook Control IRAs, QRPs, and more with Benard Reisz

43. Checkbook Control IRAs, QRPs, and more with Benard Reisz

Join Mike Cavaggioni and Bernard Reisz on the 43rd episode of the Average Joe Finances Podcast as they discuss providing unbiased and innovative strategies to optimize your finances. Bernard Reisz is a certified public accountant, financial advisor, and ReSure’s founder. The company focuses on self-directed retirement accounts, giving investors the ability to put their money in assets they understand best. Today, Bernard shares his story of working towards his certification, turning down big companies, and starting a financial solutions firm himself.

In this episode, you’ll learn:

● How financial certifications can only do so much and how learning starts on the job.

● The value of going back to the basics when solving unique financial cases.

● What to know when optimizing your finances and the limitations of corporate procedures.

● Where to find guides with financial expertise when most companies only sell paperwork.

● How sharing and scaling your “expertise” can lead you and others to financial freedom.

● And much more!

About Bernard Reisz:

Bernard Reisz is a financial and tax expert who focuses on investing, due diligence, alternative assets, and entity structuring. He believes tax strategy and financial advisory needs guidance from an expert who knows every neck of the woods and has nothing to sell them, delivering unbiased information. Hence, Bernard aims to empower clients to optimize their finances using proactive and innovative strategies.

Before founding ReSure, Bernard served as Director of CoMetrics Partners, managing various engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies. As a guest on numerous economic, tax, real estate, and legal forums, he delivered straight talks and unique insight on 401KCheckBook’s Website.

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401k CheckBook Website:

Agent Financial Website:



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