Podcast Episodes

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IRA/LLC for Staking, Defi, & Crypto

Season 3 Episode 6

Mat and Mark talk about using IRAs and 401ks with LLCs to do the following crypto strategies: Defi, Altcoin, Staking, and how to use a hardware walle…

4 years, 4 months ago

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OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

Season 3 Episode 5

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, 4 months ago

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Invest Your IRA in a Start-up or Small Business

Season 3 Episode 4

Investing your IRA into a Start-up is HUGE for getting great returns on your money. Diversify your investments and start looking into start-ups that …

4 years, 4 months ago

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Saving for College: 529 v Coverdell v ROTH IRA

Season 3 Episode 3

Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat weigh the pros and cons of the 529, Roth IRA, a…

4 years, 5 months ago

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OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

Season 3 Episode 2

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, 5 months ago

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The Truth about IRA/LLCs: Alive and Well

Season 3 Episode 1

Attorneys Mat Sorensen and Mark Kohler discuss the IRA LLC (AKA, Checkbook IRA) structure and dispel the myths being promoted by others as a result o…

4 years, 6 months ago

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Roth Conversions before Year-End: Live Free or Die Hard

Season 2 Episode 37

Join Mark and Mat as they discuss why and how to convert IRA money to Roth before year-end. What will President Biden's new law do to Roth Conversion…

4 years, 6 months ago

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Getting money in and out of your IRA without screwing it up

Season 2 Episode 36

Mat and Mark break down the procedures and rules for 'contributions' and 'distribution'.

For questions or to learn more about this episode's topic, bo…

4 years, 6 months ago

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Legislation Update and Open Forum

Season 2 Episode 35

Join Mark and Mat as they answer difficult tax, legal, and business questions from around the nation. To listen or search for prior episodes, or sign…

4 years, 7 months ago

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OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

Season 2 Episode 34

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, 8 months ago

Short Long
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