Scale Your Retirement Portfolio with Expert Videos

Want to learn how to pay less in taxes like the wealthy do? Horizon Trust’s video series and webinars are designed to educate clients and everyday people on the opportunities of using tax-advantaged accounts for investment.

Using a self-directed IRA or Solo 401(k), you can invest in alternative assets like real estate, private money lending, cryptocurrency, and so much more, using the tax advantages of a retirement plan. While it may require a little more patience, imagine the growth potential of a rental property that defers to paying capital gains taxes on its income until distribution.

Join Horizon Trust founder Greg Herlean and the rest of the team as they discuss little-known financial secrets, such as Becoming Your Own Banker (BYOB) with a whole life insurance policy or acquiring checkbook control in a self-directed IRA LLC. Videos also include special guests, such as Ryan Pineda and Kent Clothier, to discuss various investment strategies using real estate, crypto, gold, and much more!

* Horizon Trust Company is a passive custodian and, as such, only performs the duties of a custodian. It does not provide advice, sell investments, or offer any tax or legal advice.


Back to Basics: Understanding Self-Directing

How To Buy Bitcoin With Retirement Funds | Greg Herlean & Chris Kline

Self-Directing Precious Metals | Special Guest Jeremy Blossom

Strategies to Stop Overpaying in Taxes | Special Guest Steve Little

Maximizing Investment Flexibility: A Look into Self-Directed Checkbook LLCs

Infinite Banking in Self Directing | Special Guest Chris Naugle

Unlock the Secrets of Self-Directed Investing with Greg Herlean! | Special Guests Dustin & Hannah

Greg Herlean | Investing in Precious Metals with a Self-Directed IRA

Greg Herlean On How To Unlock Tax Savings with Roth Conversions!

Live Q&A With The Horizon Trust Team!

Live Q&A With The Horizon Trust Team! | Episode 1

Live Training With Greg Herlean & Kent Clothier

Greg Herlean & Ryan Pineda | Exclusive Live Training!

Live Q&A With The Horizon Trust Team!

Unlocking $300K Profit in 18 Months: Self-Directed IRA Success Story

Extra Section for Additional Content

Step into the shoes of a budding entrepreneur with Carson and his dad as they explore the exciting process of building a business from scratch. Through candid conversations, they break down the crucial steps of identifying opportunities, crafting a solid business plan, and executing it with determination. Whether you’re a seasoned entrepreneur or just starting, this episode will provide actionable tips and inspiration to turn your ideas into a thriving reality.

Step into the shoes of a budding entrepreneur with Carson and his dad as they explore the exciting process of building a business from scratch. Through candid conversations, they break down the crucial steps of identifying opportunities, crafting a solid business plan, and executing it with determination. Whether you’re a seasoned entrepreneur or just starting, this episode will provide actionable tips and inspiration to turn your ideas into a thriving reality.