Why You Should Fire Your Financial Advisor with Bernard Reisz of ReSure Financial Advisors

Bernard ReiszBernard Reisz is a CPA and a Principal at ReSure Financial Advisors LLC, where he provides financial consulting and tax advisory services. Bernard offers holistic finance and tax expertise, focusing on real estate, entity structuring, and self-directed retirement accounts.

Bernard is also 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 IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance.

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Here’s a glimpse of what you’ll learn:

  • Allan Rolnick and Bernard Reisz discuss how the CPA profession has changed and evolved through the years
  • How Bernard got started with financial advisory
  • What does holistic finance and tax services mean?
  • Why hiring a financial advisor will cost you a fortune and what you should do instead
  • What is portfolio structuring?
  • Bernard explains why you should know how the financial industry works
  • Understanding how much value financial advisors add to the baseline that can cost you millions in the long run
  • What does it take to do for yourself what the financial advisor promises to do for you?

In this episode…

What is the real cost of a financial advisor? The short answer is 1.5% per—but that is only half the truth. According to Bernard Reisz, paying a financial advisor a percentage of your portfolio will set you back in millions over the long run for little or no value add.

So why pay so much when you can empower yourself to manage your portfolio and save millions in fees? Is it even possible for you to learn to manage your own financial or investment portfolio?

On this episode of the Tax Resolution Ninja Show, Allan Rolnick interviews Bernard Reisz, the Principal at ReSure Financial Advisors LLC, to discuss the real cost of hiring a financial advisor and why he thinks it’s a bad idea for you to hire one. Bernard also explains why it’s important for everyone to know how the financial industry works, what you can do to take control of your investment portfolio, and how you can manage this successfully without leaking millions in fees. Stay tuned.

Resources Mentioned in this episode

Sponsor for this episode…

This episode is brought to you by Tax Resolution Ninja LLC, a tax consulting firm based in New York City.

Founded by Allan Rolnick who has been a trusted tax professional since 1992, Tax Resolution Ninja LLC helps their clients resolve debt issues with the IRS and provides tax planning services and resolution to all of their tax-related issues.

Tax Resolution Ninja LLC provides a 3-step process for the various services they offer to help free their clients from their tax debt.

Visit their website at www.tristatetaxresolution.com and book your free and confidential consultation with them today to find out how they can help you stop the IRS from knocking at your door.