by Mat Sorensen | Jul 11, 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 all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA,...
by Mat Sorensen | Jul 6, 2023 | Podcast
MSB Podcast – Pace Morby – The KING of Creative Real Estate Strategies In this week’s Main Street Business podcast episode, Mat Sorensen interviews Pace Morby, a highly successful entrepreneur, real estate investor, and influencer. From hosting the...
by Mat Sorensen | Jun 21, 2023 | Podcast
Kid Roth’s – Summertime Savings Strategies How can you be the best parents? Get your kids saving! In this podcast episode, Mat and Mark walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool to...
by Mat Sorensen | Jun 14, 2023 | Podcast
How to Best Use an IRA LLC Join Mat and Mark as they break down how to set up the perfect structure to partner your IRA with other accounts or individuals and build a mega IRA account; the checkbook LLC is a unique structure many don’t understand. Schedule a Free...
by Mat Sorensen | May 31, 2023 | Podcast
ROTH IRA VS ROTH 401K Mat and Mark discuss key points you need to know in order to decide what account types are best for you based on your personal situation and investment objectives. We’ll discuss the qualifications and requirements for each account type. Watch The...
by Mat Sorensen | May 17, 2023 | Podcast
Open Forum: 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, 401(k), Traditional IRA,...
