by Trysten Will | Jun 20, 2022 | Podcast
EP 61: Analyzing a Rental Property & Investing with your Self-Directed IRA In this webinar/podcast episode, Mat Sorensen and Aaron Halderman are Interviewing national real estate expert Marco Santarelli of Norada Real Estate on how to analyze a potential rental...
by Trysten Will | Jun 6, 2022 | Podcast
EP 60: How to move my IRA or 401(k) around? In this podcast episode Mat and Mark discuss how to transfer or rollover your IRA, 401(K), Coverdell, and HSA. Learn how to unlock your retirement account and invest in what you know with a Self-Directed IRA or 401(k). ...
by Trysten Will | Jun 1, 2022 | Podcast
EP 59 – Open Forum – Answering your difficult Self-Directed IRA questions 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...
by Ryan Hyde | May 18, 2022 | Podcast
EP 58 – 5 Common Mistakes when Self-Directing IRAs In this episode Mat and Mark break down the 5 Common Mistakes when Self-Directing IRAs. Buying or selling an asset between yourself and Your Self-Directed IRA Loaning money to yourself from your IRA...
by Ryan Hyde | May 18, 2022 | Podcast
EP 57 – Mega Backdoor ROTH Revealed A MEGA backdoor Roth? YES! You heard that right. Investors can contribute more than $60,000 per year with this game-changing strategy. Super Charge your Roth accounts. Show More Text coming soon! Subscribe To Video: Subscribe...
by Ryan Hyde | Apr 14, 2022 | Podcast
EP 56 – Getting a Mortgage in Your IRA or 401k Mat and Mark talk about the ins and outs of getting the most out of your IRA. Being smart with your good debt is crucial in this financial landscape. Leveraging your IRA investments rather than using your own equity...