Podcast Episodes

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Is Michael Burry telling you to Self-Direct your IRA?

Season 4 Episode 28

 In this episode, we're diving into an intriguing topic - the unspoken advice from Michael Burry, the mastermind behind "The Big Short," who famously…

2 years, 10 months ago

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Real Estate Deals on TV vs. Real Life: Behind-the-Scenes with Amy Mahjoory from HGTV

Season 4 Episode 27

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 mone…

2 years, 10 months ago

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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, 10 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, 11 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, 11 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 …

3 years 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 …

3 years 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…

3 years 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…

3 years, 1 month 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…

3 years, 1 month ago

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