by Mat Sorensen | Nov 29, 2023 | Podcast
Year-End Retirement Account Tips and Tricks Join Mat and Mark as they discuss end of year Tax Strategies, Retirement Insights & More! From retirement account considerations to last-minute wealth-building insights, discover the secrets the wealthy use to maximize...
by Mat Sorensen | Nov 22, 2023 | Podcast
Don’t Do This With Your Self-Directed IRA Mark and Mat provide a comprehensive breakdown of what NOT to do. From common mistakes to the lesser-known pitfalls, we’ve got you covered! Join us as we unravel the confusing bits and provide tips to safeguard...
by Mat Sorensen | Nov 8, 2023 | Podcast
Open Forum: 2024 Contribution Limits and Answering your Self-Directed IRA Questions! 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,...
by Mat Sorensen | Oct 26, 2023 | Podcast
Self-Directed Case Studies: Real World Application In this YouTube video, we dive into the fascinating world of Self-Directed IRAs. Our hosts, Mat and Mark, are joined by special guests Randy Luebke, a financial advisor and co-author of Mark’s book, and John...
by Mat Sorensen | Oct 25, 2023 | Podcast
The Power of Checkbook Control: IRA LLC Explained Join Mat and Mark as they discuss Checkbook IRA/LLC’s the structure that surrounds them and the documents needed to get it right the first time! About IRA LLC’s/Checkbook IRA An IRA/LLC is an investment...
by Mat Sorensen | Sep 21, 2023 | Podcast
Open Forum: Answering your Self-Directed Account Questions! Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into your questions on Self-directing your Roth IRA, 401(k), Traditional IRA,...