Watson Invested Logo
Newsletter icon

Join Our Newsletter

It's the best way to stay up to date on what Jeff's thinking and where he'll be next.
  • This field is for validation purposes and should be left unchanged.

Posts in

I want to learn about: 

Timing Can Be Everything

By Jeff Watson on August 21, 2024
When it comes to investing with your self-directed retirement account, timing can be everything.  I received a phone call from […]
Read more

A Diamond Ring as Collateral?

By Jeff Watson on June 14, 2023
            Someone contacted my office and asked an interesting question.  Could they make a loan from their self-directed Roth IRA […]
Read more

How To Win The Financial Game And Achieve Escape Velocity - Creating Wealth Simplified Podcast

By Jeff Watson on January 5, 2023
In this interview with Lauren Wells and Christopher Seveney for the Creating Wealth Simplified Podcast, Jeff Watson and Toni Shackelford […]
Read more

Books Tell a Story (Checkbook Control Series - Part 5)

By Jeff Watson on March 22, 2022
            On more than one occasion, I’ve heard my friend John Hyre make the statement, “The books tell a story.”  […]
Read more

An Important McNulty Clarification (Checkbook Control Series - Part 4)

By Jeff Watson on March 17, 2022
            This series of emails on the recent Tax Court decision involving the McNultys and their IRA-owned LLC, of which […]
Read more

A Deeper Dive into McNulty (Checkbook Control Series - Part 3)

By Jeff Watson on March 15, 2022
            An important practice taught to me early in law school was that when you read a court decision, always […]
Read more

Manager, Manager, Who's the Manager? (Checkbook Control Series - Part 2)

By Jeff Watson on March 9, 2022
            This is the second in a series of articles I am doing relative to checkbook control questions that have […]
Read more

Checkbook Control Revisited (Checkbook Control Series - Part 1)

By Jeff Watson on March 9, 2022
            When I use the term “checkbook control”, I’m referring to a situation in the self-directed IRA investing world in […]
Read more

Jeff Watson explains $3.5 Trillion Spending Bill on REI Live

By Jeff Watson on September 23, 2021
In this interview, Jeff discuss with Brian Trippe some of the implications of the proposed $3.5T spending bill for real […]
Read more

Seller Financing Vs. Bank Loaning: Which One’s For You? - Good Deeds Note investing Podcast

By Jeff Watson on September 22, 2021
In this interview with Chris Seveney for Good Deeds Note Investing Podcast, Jeff talks about whether to choose between seller […]
Read more
1 2

Appointment Booking

If you are looking to book an appointment with Jeff, click the button now.
BOOK AN APPOINTMENT
magnifier