Behind the Gate

Maybe you've read it, maybe you've heard about it - Peter Thiel, Warren Buffet, and Ted Weschler with millions and billions of dollars in their Roth IRA Accounts. How did they do it? Tax Evasion or Smart Investing? "Propublica" recently posted an article about Roth Conversions that received some mixed feedback. The article, Lord of the Roths, outlines how some of the richest men in the country were able to convert their IRA accounts to Roth IRAs that can now grow tax-free. In today's podcast,

In today's world, it's pretty easy to buy a stock. You like the company and believe in its product or service, so you buy. The hardest thing, though, is knowing WHEN to sell. In this podcast, we outline the THREE primary reasons we would sell and discuss the "why" behind each of them. Here's to wise investing, Brett Pattison and Brian Hunsaker Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not respo

There are THREE big questions on the minds of almost everyone we’ve been talking to: 1) “Should I own Bitcoin/Dogecoin?” 2) “With the market up 87% from the March 2020 lows, should I take “risk” off the table and be more conservative?” 3) “Inflation is out of control! Is it going to hurt the market and my investment?” Sit back and get the straight answers to these questions and more!! Here’s to wise investing, Brett Pattison and Brian Hunsaker Information presented is gathered from source

In today’s special podcast, we welcome back our good friend, Jed DeVries. Jed joined us 14 months ago in the midst of panic, hardship, and "hell" as we discussed the COVID panic. Today, we look back at that time so that we can look forward. We discuss the Iron Gate process, including the actions we took for our clients. Jed shares his thoughts on how he's been able to accomplish his goals to become financially free. Most importantly, Jed reminds us that greatness is accomplished after the ha

In the world of financial advice, there’s an important element that everyone should understand: What a “fiduciary” is and why you should only invest with a firm that is a fiduciary. So, what does this mean? A fiduciary is someone that legally has to bring your own interest before their own. Iron Gate Global is a fiduciary firm. What else does it mean? It means telling our clients what they NEED to hear not what they WANT to hear. In today’s podcast, we tell the truth. We tell people what they

It’s important from time to time to take a step back and ask yourself the question, “Am I a successful investor?”. For most, this is a hard question to answer. Too many people are sucked into the wrong ideas when gauging success. Does success come if you’re making money vs losing money? Is it making 10% per year or 3% per year? Is it being in dogecoin when others aren’t? In today’s podcast, Brett, Brian, and Spencer discuss three steps EVERY investor must go through to answer the question, “Am