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Advisors & Issuers

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For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.

Learning Center

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Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust

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For over 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

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The Waterfall of Priorities: How to Stop Analyzing and Start Investing

 

If you’ve read the books, watched the webinars, and run the numbers on 50 deals without making a single move, you don't have an intelligence problem. You're just stuck in the research loop. 

Most investors freeze because they force a single strategy to deliver instant income, long-term legacy wealth, and total time freedom all at once. This session delivers the Waterfall Framework to break that paralysis by force-ranking those three competing objectives into a clear, linear plan. 

What You Will Learn:

  • Force-rank your top priorities using three simple diagnostic questions.
  • Filter flips, rentals, and private lending against your actual bandwidth.
  • Sequence your strategy so active cash flow directly buys passive wealth.
  • Eliminate strategy hopping by committing to your single priority #1 metric.

Date: August 19, 2026
Duration: 54 Minutes (with 6-minute Q&A at 50:03)
Presenters:
    -   Munzer Ghosheh: Senior Sales Executive at The Entrust Group
    -   Michael Miller: Owner at Everland Capital
Presentation Audio: Stream or download the mp3 here.
Presentation Slides: View or Download here.
Audio Transcript: View or download the transcript here.
Presentation Timestamps:

  • Section 1: Introduction
    • Starts: 0:00
    • Ends: 6:54
  • Section 2: Explaining the Problem
    • Starts: 6:55
    • Ends: 11:38
  • Section 3: Introducing the Waterfall of Priorities
    • Starts: 11:39
    • Ends: 17:14
  • Section 4: The Value of the Strategy Scorecard
    • Starts: 17:15
    • Ends: 32:53
  • Section 5: How to Force-Rank Your Priorities
    • Starts: 32:54
    • Ends: 37:06
  • Section 6: Covering Case Studies
    • Starts: 37:07
    • Ends: 44:54
  • Section 7: Actionable “Homework” to Get Started
    • Starts: 44:55
    • Ends: 46:24
  • Section 8: Q&A Time
    • Starts: 50:03
    • Ends: 56:42

We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming event.

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