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...
by Mat Sorensen | Jul 26, 2022 | Podcast
EP 65: 6 Ways to Protect Your IRA or 401K in a Recession Show More In this webinar Mat Sorensen and Aaron Halderman covered 6 ways to protect your IRA or 401K in a recession. We discussed: Should you ever sell your assets When to hold cash Analyzing whether to sell...
by Trysten Will | Jul 18, 2022 | Podcast
EP 64: Raise Capital from IRAs and 401(k)s Show More Text coming soon! Subscribe To Video: Subscribe To...
by Trysten Will | Jul 11, 2022 | Podcast
EP 63: Open Forum Join Mat & Mark 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 questions, listen,...
by Trysten Will | Jun 28, 2022 | Podcast
EP 62: Solo 401(k) Required Filings and Avoiding Common Mistakes Mat and Mark outline common mistakes made in solo 401(k)s (aka, QRPs) when it comes to creation, documentation, contributions, handling of funds, and filings. They cover plan documents and update...
