Podcast Episodes
Back to SearchRoth IRA vs. Health Savings Account (HSA): Which Is Better?
Season 3 Episode 22
If you only had $5,000, would you put it in a Roth IRA or a Health Savings Account (HSA) account?
Watch The Great Debate between tax attorneys and bes…
3 years, 7 months ago
Investing Strategies! What Would The Bank Do? Top 10 Due Diligence Checklist!
Season 3 Episode 21
Is there a deal you're considering? Are you aware of the investment risks?
You need to ask yourself some hard questions to protect yourself. Here are…
3 years, 7 months ago
Open Forum
Season 3 Episode 20
Join Mat & Mark as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your …
3 years, 7 months ago
6 ways to protect your IRA or 401K in a recession
Season 3 Episode 19
In this webinar Mat Sorensen and Aaron Halderman go over the 6 ways to protect your IRA or 401K in a recession.
* Should you sell your account's asse…
3 years, 8 months ago
Raising Capital from IRAs & 401(K)s
Season 3 Episode 18
Whether you’re trying to raise $50,000 or $50 million, there is $30 trillion in U.S. retirement accounts.
IRAs can always self-direct. Therefore, you …
3 years, 8 months ago
Open Forum
Season 3 Episode 17
Join Mat & Mark as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your …
3 years, 8 months ago
EP 62: Solo 401(k) Required Filings and Avoiding Common Mistakes.
Season 3 Episode 16
Mat and Mark outline common mistakes made in solo 401(k)s (aka, QRPs) when it comes to creation, documentation, contributions, handling of funds, and…
3 years, 9 months ago
Ep 61: Analyzing a Rental Property & Investing with your Self-Directed IRA
Episode 61
In this webinar/podcast episode Mat Sorensen and Aaron Halderman are Interviewing national real estate expert Marco Santarelli of Norada Real Estate …
3 years, 9 months ago
Ep 61: Analyzing a Rental Property & Investing with your Self-Directed IRA
Episode 61
In this webinar/podcast episode Mat Sorensen and Aaron Halderman are Interviewing national real estate expert Marco Santarelli of Norada Real Estate …
3 years, 9 months ago
How to move my IRA and 401(K) around?
Season 3 Episode 15
In this podcast episode Mat and Mark discuss how to transfer or rollover your IRA, 401(K), Coverdell, and HSA. Learn how to unlock your retirement ac…
3 years, 9 months ago