by Mat Sorensen | Aug 31, 2022 | Podcast
EP 68: Roth IRA vs. Health Savings Account (HSA): Which Is Better? If you only had $5,000, would you put it in a Roth IRA or a Health Savings Account (HSA) account? Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler...
by Mat Sorensen | Aug 23, 2022 | Podcast
EP 67: Investing Strategies! What Would The Bank Do? Top 10 Due Diligence Checklist! Is there a deal you’re considering? Are you aware of the investment risks? You need to ask yourself some hard questions to protect yourself. Here are my top 10 tips on how to...
by Mat Sorensen | Aug 16, 2022 | Podcast
EP 66: Open Forum Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your...
