Podcast Episodes
Back to SearchCan You Move Crypto Into Your Roth IRA?
Season 2 Episode 21
Mark and Mat answer your questions about owning crypto in a Roth IRA, like: "Can you move crypto you already own to a Roth IRA?" "How do I save taxes…
4 years, 9 months ago
Roth IRAs for Kids: Rules and Steps to Establish
Season 2 Episode 20
Mark and Mat explain how you can open and fund a ROTH IRA for your children, grandchildren, or even your nieces and nephews. Pass on a legacy. Learn …
4 years, 9 months ago
OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
Season 2 Episode 19
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, 9 months ago
What is a Health Savings Account (HSA) and How Can You Self-Direct It?
Season 2 Episode 18
Self-direct your HSA and invest in what you know. Listen as Mark shows how he uses his HSA to invest in owning Cows, Hay, Crypto Mining, and a rental…
4 years, 10 months ago
Extension Deadlines: IRA & 401k Strategies
Season 2 Episode 17
Extension dates in ANY year bring with them other important deadlines regarding IRA, Roth, HSA, and ESA contributions. Mat and Mark break down the #s…
4 years, 10 months ago
OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
Season 2 Episode 16
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, 10 months ago
The Coverdell ESA and How To Maximize It
Season 2 Episode 15
The Coverdell ESA - or Educational Savings Account - is one of the best options to save for college expenses tax-free. Like a Roth IRA or Health Savi…
4 years, 10 months ago
Rentals, Flips, and Vacation Homes in an IRA
Season 2 Episode 14
Yes, your IRA can own real estate. From the rental down the street, to a flip in another city, to a short-term vacation rental - these are all invest…
4 years, 11 months ago
Strategies For Moving an Old IRA to a Self-Directed IRA
Season 2 Episode 13
Mat and Mark cover how to move your money from an old IRA and 401(k) to a Self-Directed Account. They cover some game-changing strategies including t…
4 years, 11 months ago
IRA Partnering with Individuals or Other Accounts
Season 2 Episode 12
Partnering in your IRA and other retirement accounts can be a powerful strategy that can open the doors to high-yielding investments. But, buyer bewa…
4 years, 11 months ago