show episodes
 
Mark J. Kohler and Mat Sorensen, Tax Attorneys, Investors, and Entrepreneurs host the Main Street Business Podcast (Formerly the Refresh Your Wealth Show). The show covers, tax strategies, rental real estate, self-directed IRAs, legal strategies, business topics, and asset protection. They break down difficult topics such as LLCs, corporations, estate planning, raising capital, and retirement planning. They have a knack for explaining important and complex topics in an engaging and entertain ...
 
Welcome to Self-Directed, the podcast where we explore what it takes to build a legendary life and career on your own terms – through conversations and interviews with people who've paved their own way to success. I'm your host, Mitchell Earl. And, I'm joined by Praxis CEO, Cameron Sorsby, our co-host. So if you're ready to jump off the conveyor belt, cookie-cutter, "way it's always been done" path to success...in pursuit of your own, self-directed life... then buckle up. Because you're in f ...
 
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show series
 
If you answer yes to any of these questions you NEED to listen to this podcast: did you get a PPP loan in 2020? Did you get the ERTC in 2020? Did you have payroll in 2020 OR will have payroll 2021 for 3rd party employees? If you answered YES to any of these questions, this podcast could make you THOUSANDS! If you have questions or need assistance w…
 
Mark and Mat go over the top ten items you should consider when making an investment. Whether using a self-directed IRA or other funds, these ten items or more (we may go over ten) are critical to consider when investing in real estate, a private company, a private fund, or when loaning money to someone else. Learn more at MainStreetbusiness.com or…
 
The Dining Write-off is the best it's ever been in the history of small business. But this new Act of Congress is easier said than done. Learn from Mark and Mat what you need to know to take advantage of this new strategy. To listen or search for prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com…
 
Join Mark and Mat for the weekly tips, and how to build your 2021 Business Strategic Plan. How do you build a Strat plan? Why? What are the things that should or shouldn't be included? This is a discussion you want to listen to and implement. Learn more and sign up for their Free Newsletter at www.mainstreetbusiness.com.…
 
Join tax attorneys Mark Kohler and Mat Sorensen as they breakdown the provisions of the new 5,000+ page Covid Relief Bill in a fun and interesting format. Learn more and sign up for their Free Newsletter at www.mainstreetbusiness.com. Learn more about the new stimulus bill by reading Mat's Blog article on Entrepreneur by clicking the link below! ht…
 
Join tax attorneys Mark Kohler and Mat Sorensen as they breakdown the provisions of the new 5,000+ page Covid Relief Bill in a fun and interesting format. Learn more and sign up for their Free Newsletter at www.mainstreetbusiness.com. Learn more about the new stimulus bill by reading Mat's Blog article on Entrepreneur by clicking the link below! ht…
 
Founder of Cleardest, Consultant for Growing Vacation Rental Managers, Former Product Manager at Ceterus. VRM Empire Newsletter + his course: https://vrm-empire.teachable.com/ ----- Topics discussed in this episode: - What was your decision making process with starting a business, selling it, and then leaving to consult? - How James founded his fir…
 
Mark Kohler and Mat Sorensen break down the Series LLC strategy in an easy to understand way. They introduce when a Series LLC should and shouldn't be used, why a business owner should use this strategy, and even how much it can cost. Also, back by popular demand, the Tax and Legal tips are back! Be sure to tune into this week's episode and subscri…
 
Chandler Bolt is an investor, advisor, the CEO of Self-Publishing School & SelfPublishing.com, and the author of 6 bestselling books including his most recent book titled “Published.”. Self Publishing School is an INC 5000 company the last 3 years in a row as one of the 5,000 fastest-growing private companies in the US. Chandler is also the host of…
 
Mark and Mat interview special guest Chris Loeffler, CEO and Co-Founder of Caliber on how you can defer, reduce, and eliminate capital gains by making an opportunity zone investment. And special note, you can still defer 2019 and 2020 gains for investments made by December 31, 2020. Opportunity Zones were created under the Tax Cuts and Jobs Act and…
 
With the SBA’s release of the new Simple application and the EZ application, banks are starting to take applications for forgiveness. Mark and Mat break down the issues and what you need to know to get started with your App. More information about their newsletter and other educational resources at www.mainstreetbusinesspodcast.com…
 
YES! But it's tricky, you'll want to Join Mark and Mat as they break down the dos and don'ts of saving taxes with a small business. These strategies will save you THOUSANDS, you won't want to miss it. Let's get your side hustle started to begin the tax-saving process! Even if you own a business already, you will want to tune in to ensure you are ge…
 
Mark Kohler and Mat Sorensen go through the incredible tax strategies buried in Trump's and Biden's tax returns and leave the politics alone. Democrats and Republicans alike will love this refreshing look at basic business strategies to help them succeed in their American dream. To search for prior episodes, or sign up for Mat's Weekly Free Newslet…
 
In this episode, Mitchell and Cameron sit down to discuss the downsides to delaying life milestones. Full disclosure is a rant episode, full of intense discussions surrounding college's downsides and the things most people don't consider when forgoing life milestones. ----- Some topics discussed in this episode: - "One-third of respondents under th…
 
Join Mark and Mat as they break down how to protect your personal residence from a lawsuit. Dive into the details regarding 8 different ways to protect your personal home. This is an extremely informative discussion with straight forward answers and some fun dialogue. To Search prior episodes, or sign up for their Weekly Free Newsletter, visit www.…
 
In this episode, Mitchell and Cameron sit down with Isaac Morehouse to discuss what happens when the practical option becomes the revolutionary one. In this episode, this dynamic trio sits down to discuss: The burden of proof should rest on the student going through college. What are the redirect and arguments that you handle in your daily handling…
 
Mat Sorensen, attorney and CEO at Directed IRA, is joined by attorney Kevin Kennedy of KKOS Lawyers to give an overview and answer the most frequently asked questions on solo(k)s and how they can be used by self-employer persons. To search for prior episodes, or sign up for Mat's Weekly Free Newsletter, visit www.mainstreetbusiness.com…
 
In this episode, Mitchell sits down with Grant Nissly, the founder of MyMBA, an alternative MBA at a fraction of the cost. ----- During this podcast, Mitchell and Grant discuss: - A brief background on Grant. - How and why MyMBA started. - What was the motive behind your pursuit of an MBA? - What steps did you take to formalize your idea to get oth…
 
Join Mark and Mat as they break down the difference between an employee and a subcontractor and everything you will need to know when looking to employ someone in your business. This is very important information to understand, especially if you own a business in California! This is an extremely informative discussion with straight forward answers …
 
In this episode, Cameron and Mitchell sit down to discuss skills staking, super skills, and career choices. Some points discussed in this episode: - The worst way to go about pursuing a career - The challenge of only approaching your career by well-defined paths. - Don't commit to a specific, defined career outcome and forgo every other option/oppo…
 
Join Mark and Mat as they break down the top 7 reasons why you might need a Limited Liability Company (LLC)...and NOT everyone does! Learn when, where and how to maintain the LLC for your business. This is an extremely informative discussion with straight forward answers and some fun dialogue. To Search prior episodes, or sign up for their Weekly F…
 
Garrett Smiley, Co-Founder of Sora Schools – an innovative, online high school where students explore their interests, learn however is best for them, and gain valuable exposure to future careers and fields of work. ----- Topics discussed in this episode: - What is Sora? - Why did you start it? - At what point did you look at the system and realize…
 
Get Mark & Mat's free newsletter at https://refreshyourwealth.com/ Learn which entity is best for your business! Did you set up the wrong entity? Is an LLC or S-Corporation the right structure for your business or rental property? Join Mark and Mat as they breakdown the issues and show a “Master Diagram” of what successful business owners are doing…
 
In this episode, Mitchell and Cameron sit down to discuss the impact and effects of customer service, both good and bad. ----- Specific examples of bad customer service - Having to call to cancel a service. What makes exceptional customer service? -Deliver what you committed to deliver -You have to care about your customers Halls Steak House custom…
 
Get Mark & Mat's free newsletter at https://refreshyourwealth.com/ Join Mark and Mat for this powerful podcast on the misunderstood and underutilized Health Savings Account. The HSA has powerful tax and wealth building benefits many are unaware of. To self direct and invest your HSA visit https://directedira.com/ Check out our Law Firm KKOS Lawyers…
 
Join Mark and Mat as they discuss the Stimulus package and all the options available to business owners that can help them survive this terrible pandamic financially. Send in your questions or call in LIVE at 646-668-8326 or email your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com. More info at www.refreshyourwealth.com.…
 
Mitchell and Cameron sit down to discuss what they're reading, their most interesting ideas, and predictions on the future ------ Some topics discussed in this episode: - What are you reading? - Cameron: Henry Ford's Autobiography, and Thinking as a Science. And just finishing Economics for Real People. - Mitchell: Prosperity Paradox - Mitchell's s…
 
In this episode, Cameron and Mitchell return for a conversation on work-life balance, what it means to them, how their thoughts have evolved, and how it changes with different stages of life. - Mitchell's thoughts on work-life balance. - How has your perspective on work-life balance changed? - Mitchells mid-twenties realization that career success …
 
Join Mark and Mat for their regular tax and legal tips to save you thousands, as well as a creative and detailed conversation on what to do if you owe the IRS money and can't pay the bill right now. Explore options from a 120 day request, to an Installment Agreement, to an Offer in Compromise. Learn more at www.refreshyourwealth.com. ALSO, here is …
 
Jason is the host of Impact at Work interview series and Superhumans at Work, a Mindvalley Podcast. He has a background in real estate investing, raising private money, online marketing, and sales. His upcoming book on Sales shares how shifting from fear to love in selling can bring abundance to yourself, your community, and even lift the tide for …
 
Join Mark and Mat for the regular tax and legal tips along with a robust discussion of all the changes to expect with retirement plan contributions and strategies in 2020. Many don’t know the significant and historic changes to retirement plans due to the pandemic. Understand what opportunities you may have as a taxpayer to access your plans OR sav…
 
Marla Szwast is a freelance writer living in Marietta, GA, with her husband, six kids, two dogs, one cat, and a bird. (Yes, she is a wee bit crazy.) She writes about homeschooling & the brain @ www.jumpintogenius.com. You can also follow her on Medium for more ramblings on education, parenting, writing, and health. (With an occasional poem thrown i…
 
Matt Beaudreau is the Founder and CEO of Acton Academy Placer. Matt is a long-time educator, having worked as a teacher, administrator, and athletic director in public and private schools at the K-12 level. He has also been involved in higher education as a corporate trainer, consultant, guest lecturer, and keynote speaker for schools including Sta…
 
Join Mark and Mat as they discuss the Stimulus package and all the options available to business owners that can help them survive this terrible pandamic financially. Send in your questions or call in LIVE at 646-668-8326 or email your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com. More info at www.refreshyourwealth.com.…
 
Kelly Smith is the Founder & CEO of Prenda School, an in-home microschool led by mentors. Excited to dive in deeper to his personal story and learn more about Prenda. Kelly's Linkedin: https://www.linkedin.com/in/kellysmith35/ Kelly's Twitter: https://twitter.com/kellysmithinaz ----- Questions discussed in this episode: First – what are Prenda scho…
 
Tyler Hawk is the Director of Marketing at Meratas, a leader in more affordable education financing through Income Share Agreements. Full Disclosure: Tyler is also an alumni of Praxis. He's got an awesome story about how he went from college drop-out to Director of Marketing at an early stage startup that's crushing it and growing fast. ----- Praxi…
 
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