Podcast Episodes

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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 …

4 years ago

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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…

4 years ago

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Open Forum - Answering your difficult Self-Directed IRA questions

Season 3 Episode 14

Join Mat & Mark as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your …

4 years, 1 month ago

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5 Common Mistakes when Self-Directing

Season 3 Episode 13

New to self-directing your retirement accounts? Here are 5 mistakes that most people make. For more info make sure to check out DirectedIRA.com


For qu…

4 years, 1 month ago

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Mega Back Door Roth Revealed

Season 3 Episode 12

A MEGA backdoor Roth? YES! You heard that right. Investors can contribute more than $60,000 per year with this game-changing strategy. Super Charge y…

4 years, 2 months ago

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Leveraging your IRA Investment with Debt

Season 3 Episode 11

Mat and Mark talk about the ins and outs of getting the most out of your IRA. Being smart with your good debt is crucial in this financial landscape.…

4 years, 2 months ago

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SECURE Act 2.0: You're going to Love It!

Season 3 Episode 10

Mat and Mark break down the new SECURE Act. New information on the SEP, Simple IRA, 401ks, and Roth accounts have finally been released and investors…

4 years, 3 months ago

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OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

Season 3 Episode 9

Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Di…

4 years, 3 months ago

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Real Estate Development in an IRA

Season 3 Episode 8

Mark and Mat discuss ways to purchase, develop, and sell real estate in your retirement account. Get tax savings and keep more of your profits. They'…

4 years, 3 months ago

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Deadlines for 2021 Contributions: There's Still Time

Season 3 Episode 7

Check out this week's episode as Mat and Mark give you dates and strategies for making contributions to your retirement accounts. For more info get o…

4 years, 3 months ago

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