by Mat Sorensen | Aug 31, 2023 | Podcast
Is Michael Burry telling you to Self-Direct your IRA? In this episode, we’re diving into an intriguing topic – the unspoken advice from Michael Burry, the mastermind behind “The Big Short,” who famously shorted the housing market. Our message...
by Mat Sorensen | Aug 30, 2023 | Blog
Do you make too much money to contribute to a Roth IRA? If so, the “backdoor” Roth IRA strategy is one of the best loopholes in the tax code you could utilize today. Many high-income earners believe they can’t contribute to a Roth IRA because they make too much money....
by Mat Sorensen | Aug 21, 2023 | Podcast
Real Estate Deals on TV vs. Real Life: Behind-the-Scenes with Amy Mahjoory from HGTV Let’s talk shop: HGTV Magic vs. the REAL grind. Beyond the glitz, it’s sweat – from new builds to lavish renos, even multifamily flips. TV hypes money, but what if...
by Mat Sorensen | Aug 14, 2023 | Podcast
Avoid These 5 Common Roth Conversion Mistakes Join Mat and Mark as they break down the 5 most common mistakes clients make when converting their Traditional IRA money to Roth! Roth conversions remain popular as many fear that tax rates will only increase in the next...
