by Mat Sorensen | Jul 24, 2024 | Podcast
Roth IRA vs 401(k)…where should You INVEST based on Your Salary Range In this video, I dive into the details of retirement savings, focusing on how you can maximize your benefits with free money matches, understanding Solo 401(k)s, and making informed decisions...
by Mat Sorensen | Jul 16, 2024 | Podcast
My 2024 Roth Conversion: Why I Ignored the Calculators Thinking of investing for the long term, say 20 or 30 years? Roth conversion is the way to go, and in this video, I’ll explain why. Join me as I break down the ins and outs of converting an IRA to a Roth,...
by Mat Sorensen | Jul 11, 2024 | Podcast
The Complete Guide to Self-Directed IRAs: Top 10 FAQs Answered In this episode, we tackle the top ten most frequently asked questions about self-directed IRAs. If you’re curious about investing your IRA in assets like real estate, private companies, crypto...
by Mat Sorensen | Jul 2, 2024 | Podcast
Crowdfunding Real Estate: Inside a Self-Directed IRA or 401K Today, we’re recording with Jamison Manwaring, co-founder of Neighborhood Ventures. We’ll discuss self-directed IRAs and real estate, leveraging IRAs and 401Ks for investments, and Neighborhood...
by Mat Sorensen | Jun 20, 2024 | Podcast
Avoid THESE 5 Roth IRA Conversion Mistakes In today’s video, I breakdown 5 common mistakes I see people make with Roth IRAs. Don’t make these mistakes or you’ll end up losing out on more money at retirement. Comment down below your thoughts on Roth...
by Mat Sorensen | May 30, 2024 | Podcast
The Benefits of Kids Roth IRAs and Teaching Financial Literacy Join us as we explore the benefits of Kids Roth IRAs and how to teach children financial literacy through smart savings and investment strategies. Learn why Kids Roth IRAs are ideal for college savings and...