by Mat Sorensen | Sep 13, 2023 | Podcast
Don’t Miss the Solo 401K Deadline – They’re Here In this episode, we break down the deadlines and strategies for contributing to your Solo 401(k) plan. If you’re an S Corporation owner or a sole proprietor, this information is crucial. Discover...
by Mat Sorensen | Sep 11, 2023 | Podcast
Top 10 IRA Questions and Answers 2023 In this episode, Mat goes solo to tackle the most pressing Roth IRA questions of 2023. Whether you’re considering a Roth IRA or exploring self-directing options, Mat provides thorough answers and valuable insights to help...
by Mat Sorensen | Aug 31, 2023 | Podcast
Is Michael Burry telling you to Self-Direct your IRA? In this episode, we’re diving into an intriguing topic – the unspoken advice from Michael Burry, the mastermind behind “The Big Short,” who famously shorted the housing market. Our message...
by Mat Sorensen | Aug 21, 2023 | Podcast
Real Estate Deals on TV vs. Real Life: Behind-the-Scenes with Amy Mahjoory from HGTV Let’s talk shop: HGTV Magic vs. the REAL grind. Beyond the glitz, it’s sweat – from new builds to lavish renos, even multifamily flips. TV hypes money, but what if...
by Mat Sorensen | Aug 14, 2023 | Podcast
Avoid These 5 Common Roth Conversion Mistakes Join Mat and Mark as they break down the 5 most common mistakes clients make when converting their Traditional IRA money to Roth! Roth conversions remain popular as many fear that tax rates will only increase in the next...
by Mat Sorensen | Jul 17, 2023 | Podcast
Alternative Assets in a Self-directed IRA or 401K An Incredible Alternative Asset Summit- Here are some key takeaways and how they can directly apply to Self-Directing! Veena Jetti – When vetting an investment sponsor (syndicator, fund manager), ask them about a...
