Podcast Episodes
Back to SearchInvesting in Distressed Assets
Season 4 Episode 7
In todays Webinar Mat and Aaron speak with special guest Josh McCallen on investing in Distressed Assets.
Josh McCallen is a nationally recognized ho…
3 years, 1 month ago
Secure 2.0 & Law Changes to IRA'S & 401K'S in 2023
Season 4 Episode 6
Mat takes the new Secure 2.0 and breaks it into the most important pieces. Answering your questions on the new law changes along the way. To find out…
3 years, 1 month ago
SOLO 401K VS. SEP IRA
Season 4 Episode 5
In this episode, Mat and Mark discuss the differences between Solo 401Ks and SEP IRAs; they explain which plan is right for YOU!
Article on Solo 401K…
3 years, 2 months ago
Investing in Alternative Assets with and IRA or 401k
Season 4 Episode 4
Investing in Alternative Assets with an IRA or 401k
How the Rich Invest in Alternative Assets and How you can too.
Hosted by Mat Sorensen, Aaron Halder…
3 years, 2 months ago
Putting Your Sleepy IRA and 401K $ to Work: Transfer and Roll Over Rules
Season 4 Episode 3
In this episode, Mat and Mark discuss Transfers and Rollovers. And practicing not leaving any money on the table.
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Leave your questions in the comm…
3 years, 2 months ago
Your 2023 Savings Goal for Your IRA and 401k.
Season 4 Episode 2
Mat and Mark discuss savings habits, matching, and how to maximize retirement account contributions.
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Leave your questions in the comment section …
3 years, 2 months ago
HUGE CHANGES TO IRA'S AND 401 K'S - NEW LAWS IN AFFECT
Season 4 Episode 1
Did the Grinch or Santa Claus come to town?
Biden signs the new bill...
What does this mean for small business owners??
Want to know all about this topi…
3 years, 2 months ago
How much do you need in your IRA or 401k to retire?
Season 3 Episode 35
How much do you need in your IRA or 401k to retire? The Formula You Will Need.
Hosted by Mat Sorensen, bestselling author of The Self Directed IRA Han…
3 years, 3 months ago
Backdoor Roth IRA for 2023 and Beyond
Season 3 Episode 34
Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-inc…
3 years, 3 months ago
Roth Conversions and Chunking Before Year End
Season 3 Episode 33
Roth conversions remain popular as many fear that tax rates will only increase in the next few years, so why not convert now at lower tax rates and l…
3 years, 3 months ago