by Mat Sorensen | Jan 25, 2023 | Podcast
Ep.85 Investing in Alternative Assets with an IRA or 401k Download Presentation Slides Here. Download Bradley Wealth Slides Here. How the Rich Invest in Alternative Assets and How you can too. Hosted by Mat Sorensen, Aaron Halderman, and Michael Bradley of Bradley...
by Mat Sorensen | Jan 17, 2023 | Podcast
Ep.84 Putting Your Sleepy IRA and 401K $ to Work: Transfer and Roll Over Rules In this episode, Mat and Mark discuss Transfers and Rollovers. And practicing not leaving any money on the table. Set yourself up for success in 2023. Register to get your questions...
by Mat Sorensen | Jan 11, 2023 | Podcast
Ep.83 Your 2023 Savings Goal for Your IRA and 401k Mat and Mark discuss savings habits, matching, and how to maximize retirement account contributions. Set yourself up for success in 2023. Register to get your questions answered Live by Mat and Aaron in our next...
by Mat Sorensen | Jan 4, 2023 | Podcast
Huge Change to IRA’S and 401K’S – New Laws in Effect Did the Grinch or Santa Claus come to town? Biden signs the new bill… What does this mean for small business owners?? Want to know all about this topic? Visit my website to read the full...
by Mat Sorensen | Dec 28, 2022 | Podcast
Ep.81 How much do you need in your IRA or 401k to retire? Download Presentation Slides Here. How much do you need in your IRA or 401k to retire? The Formula You Will Need. Hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron...
by Mat Sorensen | Dec 13, 2022 | Podcast
Ep.80 Backdoor Roth IRA for 2023 and Beyond Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a Roth IRA because they...
