show episodes
 
A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (www.directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT/UDF ...
 
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 ...
 
With over 25 years of experience in real estate and real estate notes, Kevin has purchased, renovated & resold over 150 properties, and transacted $30 million in private mortgages. Having delivered over 200 live presentations in the past 10 years, Kevin is a highly skilled instructor and is well known in the industry for his deep level of knowledge on market conditions and trends. Through interviews and solo-casts, you will learn how to combine the best of real estate investment techniques w ...
 
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show series
 
#23 Gettin' Booked Featuring 'Mindset' By Carol Dweck Gettin’ Booked is a monthly or bi monthly book club, with Davi Brooks from the KKT Podcast Cast. Mountain biking’s most popular podcast. This episode features the book Mindset - Carol Dweck Conversation Topics The lock Down Relationships Journaling Books and practices Mindset (key takeaways) 50 …
 
Alex Is a Mental Performance Consultant helping athletes and organizations optimize performance. Training the way they think about and within their performances. Alex has a Masters of Sport and Exercise Psychology - from the University of Ottawa and works full time with Canada Soccer with the Women's National Team as the Mental Performance Lead Ale…
 
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…
 
Special webinar episode hosted by Mat Sorensen & Aaron Halderman with Special Guest Chris Loeffler. Learn more at https://directedira.com/podcast/ Self-Directed Investing in Private Stock & Real Estate • From the chair of a market participant, a seasoned investor, and an experienced sponsor we will explore the following: • Why are investors seeking…
 
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 Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directe…
 
With a positive start, Kevin Shortle has already delivered a 2021 state of the industry where he uncovered numerous trends. In addition, he identified areas that the new administration is likely to focus on, which includes the affordable housing space. All of that on the first episode of 2021, and a very special guest who will tell you more about h…
 
Join Mark and Mat as they discuss all the variables for the best tax, legal, and family planning situation when it comes to inheriting an IRA or 401k. New rules went into effect recently on your options when inheriting an IRA or 401k. The Directed IRA podcast is an educational resource provided by Directed IRA & Directed Trust Company https://direc…
 
#21 Healthy Mind, Body And Soil With Josh And Kelly From Dragonfly Earth Medicine Josh and Kelly are the founders of DragonFly Earth Medicines. Dragon Fly Earth Medicines or DEM is a family owned farm dedicated to the regeneration of the earth and it’s humans. In 1993 they set out together on a mission to gain as much practical and cerebral knowled…
 
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…
 
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…
 
Mark and Mat talk about where a Roth could be a player in the GameStop mix and why and how you could use your Roth. They also break down the transactions that are fueling this investment frenzy and give important tax savings advice for the next time this happens. Learn more about Self-Directing your retirement at https://directedira.com/…
 
#20 Be Your Authentic True Self With Ryan Nyquist Ryan Is a father, Professional BMX rider, team USA Coach for the olympic BMX freestyle team. Ryan has approximately 16 X-Games medals, 39 X-Games competition starts and 60 Dew Tour finals appearances. Nyquist is widely considered one of the greatest and diverse BMX riders ever. Conversation Topic Ry…
 
Mat, Mark, and special guest Aaron Halderman, SVP Directed IRA and publisher of the Noteworthy Newsletter discuss private lending basics with an IRA or solo(k). They go over secured versus unsecured, documents involved (note, deed of trust or mortgage), common terms/rates, legal considerations, how Dodd-Frank applies, and the basic self-directed ru…
 
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…
 
Tax lawyers Mat Sorensen and Mark Kohler explain how you can own Bitcoin and other cryptocurrencies with a self-directed IRA. They outline the legal and tax issues when buying outside an IRA and how a retirement account such as a self-directed Roth IRA can be tax efficient. They outline the process of rolling over funds to a self-directed IRA, inve…
 
'Nothing Is Given, What You Put In, Is What You Get Out' #19 Nothing Is Given With Andrew Neethling Andrew Neethling is a professional Mountain biker, announcer and podcaster. At 36 Years old he is widely considered to be a South African Mtb Legend. Conversation topics Covid 19 and how Andrew is dealing with the pandemic Andrews life's story and in…
 
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…
 
#18 Over Coming Limiting Belief Systems With Claudia Sorensen Claudia is a Structural integration Rolf Practitioner, Also associated member of the Ortho-Bionomy, and a certified yoga instructor. This conversation covers many topics, including. The feet How complex they are and why they are often overlooked Fascia, What is Fascia? Trauma The body, a…
 
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…
 
Your IRA or solo(k) can start and fund a small business. Tax lawyers and co-founders of Directed IRA, Mat Sorensen and Mark Kohler cover the three common strategies small business owners should know when looking to start a small business with their retirement account funds. They cover using an IRA/LLC, utilizing a solo(k) or other 401(k) with a par…
 
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…
 
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 Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directe…
 
#17 New Year, New Man, My Personal Yearly Review Process For 2020 Join Me as I press pause and share my yearly review process. Questions What happened this year? (Make a list of memorable events) What went well this year? What didn’t go well this year? What did I learn? What is my purpose? What are my dreams? What do I want to accomplish in my life…
 
Tax attorneys Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest into private funds and small businesses. Private funds include private equity funds, venture capital funds, real estate funds, crowd funding offerings, and all sorts of PPMs (private placement memorandums). Mat and Mark give examples of recent Dire…
 
#16 Leadership And Life Lessons With Darcy Wittenburg Darcy Wittenburg is a creative director and partner at Ant Hill Films. Starting from nothing and following his passion Darcy continues to live an incredible life inspiring thousands of people with his films and love of bikes. Darcy covers many topics including Darcys principles that guide his cr…
 
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…
 
Tax attorneys and hosts Mat Sorensen and Mark Kohler explain how your self-directed IRA or solo 401(k) can invest in real estate. Mat and Mark explain the process, rules, steps, and common real estate deals and investments made by self-directed investors (rentals, fix and flip, partnerships, wholesale/options).…
 
#15 Getting 'Booked' Featuring 'Mind Hacking' Learn To Hack Your Mind With Davi Birks and Matt Macduff Davi Birks Is the host of the HKT podcast. Mountain biking’s most popular podcast. Check out the podcast Here This is the 2nd episode of a monthly book club called ‘Getting Booked’. Getting Booked covers important books that have influenced both D…
 
#14 The Cost Of Winning With Jamie Bestwick Jamie Bestwick is perhaps the best professional BMX vert rider to have ever lived. Dominating contest’s around the world for over 10years. Some of his accomplishments include 14 Xgame gold medals 10 Dew Tour wins 2014 world sports award winner A must Listen for any action sport athlete or enthusiast, Enjo…
 
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…
 
Tax attorneys Mat Sorensen and Mark Kohler break down the top 10 rules you should know when you self-direct your IRA and explain common structures, strategies, and IRS/legal issues self-directed IRA and solo(k) investors should know. These rules include the prohibited transaction rules, unrelated business income tax (UBIT), documentation requiremen…
 
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…
 
#13 Mindset, Injuries, And Acceptance With Jed Mildon Jed Mildon is a professional BMX rider from New Zealand. He is the first man to land a tripple and quad back flip on a BMX bike. in this episode Jed covers a wide range of topics including; Franklin farm, Nitro Circus, injuries, Mind set, Failure, acceptance and much more. Enjoy never before tol…
 
When people are new to the note business, there are always many questions in their minds. Questions like where should you start? Should you wait, or should you jump in? And if you’re already in the business, should you stop what you’re doing or should you move forward? In this special episode, Kevin Shortle addresses all of these questions in his 2…
 
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…
 
Hosts and Tax Lawyers Mat Sorensen and Mark Kohler go into detail about all the investment options available when Self Directing a Retirement account. These include real estate (rental and flip), IRA/LLCs (aka checkbook control IRAs), LP and LLCs, private small business, loans and notes, cryptocurrency, and precious metals. Mat and Mark both self-d…
 
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