Podcast Episodes

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5 Common Mistakes in Roth Conversions

Season 4 Episode 26

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 re…

2 years, 7 months ago

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Alternative Assets in a Self-directed IRA or 401K

Season 4 Episode 25

An Incredible Alternative Asset Summit- Here are some of the key takeaways and how it can directly apply to Self-Directing!

- When vetting an investm…

2 years, 8 months ago

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Open Forum: Answering your Self-Directed Account Questions

Season 4 Episode 24

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 S…

2 years, 8 months ago

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Kid Roth's - Summertime Savings Strategies

Season 4 Episode 23

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 …

2 years, 9 months ago

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How to Best Use an IRA LLC

Season 4 Episode 22

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 …

2 years, 9 months ago

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Veena Jetti on Multi Family in Todays Market - Best Practices & Competitive Strategies - Webinar

Season 4 Episode 21

Veena Jetti is our special guest in this webinar. Veena is founding partner of Vive Funds, a unique commercial real estate firm that specializes in c…

2 years, 9 months ago

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ROTH IRA VS ROTH 401K - The Great Debate!

Season 4 Episode 20

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 investme…

2 years, 10 months ago

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Open Forum: Answering Your Self-Directed IRA Questions!

Season 4 Episode 19

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 S…

2 years, 10 months ago

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How Your IRA Can Flip Real Estate?

Season 4 Episode 18

In this episode of the Directed IRA Podcast, Mat and Mark discuss how to flip real estate in an IRA. They go over how thousands of their clients over…

2 years, 10 months ago

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Using an IRA or 401K to Fund a Business

Season 4 Episode 17

Investing your IRA into a Small Business is HUGE for getting the ball rolling and staying ahead while avoiding a bank loan. Diversify your investment…

2 years, 10 months ago

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