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Showing episodes and shows of
Mark Sorensen
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Directed IRA Podcast
Should I Set Up a Trump Account for My Kid?
Read more about Trump Accounts Here: https://matsorensen.com/trump-retirement-accounts-explained/If you have kids under age 18, this episode could change how you think about their financial future.In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler dive deep into Trump accounts, a brand-new savings vehicle launching in 2026. Mat explains why he believes Trump accounts can be a powerful long-term wealth-building tool for kids, while Mark pushes back, arguing parents may be overlooking better options already available.Together, they break down how Trump accounts work, who...
2026-01-12
30 min
Directed IRA Podcast
Prohibited Transactions in a Self-Directed IRA (You Know It's a Prohibited Transaction When...)
For more details on prohibited transactions download the Self-Directed IRA Handbook (look for chapters 4, 5, 6, and 7): https://directedira.com/the-self-directed-ira-handbook/In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J Kohler break down the single most important rule in the world of self-directed IRAs, the prohibited transaction rule. Before your IRA buys real estate, a private company, crypto, or any other alternative asset, you need to understand who your IRA can transact with and how to avoid accidental mistakes that can blow up your entire account.Mat and Mark explain the three core...
2025-12-01
20 min
The Profitable Steward
Ep. 77 Mark Shepard on Restoration Agriculture: Designing Land That Heals Itself
Send a textDiscover how to design profitable, resilient agricultural landscapes using the principles of restoration agriculture. In this episode, Jared Sorensen hosts renowned agroforestry expert Mark Shepard for a deep, practical conversation about transforming degraded land, capturing water, integrating livestock, and building perennial ecosystems that thrive under stress. Whether you're a rancher in the high desert, a farmer in the Midwest, or a land steward anywhere in between, Mark breaks down how to: Shape land to harvest and store water naturallyUse perennial systems to bu...
2025-11-19
1h 08
Directed IRA Podcast
Self-Directed HSA: It's Enrollment Time
In this episode, Mat Sorensen and Mark J. Kohler dive into one of the most underrated wealth-building tools out there: the Health Savings Account (HSA). With open enrollment around the corner, it’s the perfect time to rethink your healthcare strategy and unlock the triple-tax advantages of this incredible account.Mat and Mark break down how an HSA can save you thousands in taxes, how to qualify for one, and how to self-direct your HSA into assets you actually believe in. From real estate and crypto to precious metals and private businesses, they share real examples, walk th...
2025-10-30
21 min
Directed IRA Podcast
#CryptoTaxFreePledge (The Secret to Keeping All Your Crypto Gains)
In this episode of The Directed IRA Podcast, tax attorneys Matt Sorensen and Mark J. Kohler reveal one of the most powerful strategies for crypto investors, how to grow and withdraw your crypto profits completely tax free using a Crypto Roth IRA.They break down three key scenarios every crypto holder needs to understand:Getting started, how to buy crypto in a Roth IRA even if you are new to retirement accounts.Converting existing IRAs or 401(k)s, how to roll over or convert funds into Roth dollars to start investing in crypto.
2025-10-08
20 min
Main Street Business
#592 The 10 Biggest LLC Mistakes (And How to Avoid Them!)
Why risk your business and hard-earned money with the wrong setup when you could be protecting yourself and saving on taxes? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the critical steps every small business owner and new LLC owner must take to avoid costly mistakes. From choosing the right entity structure to understanding tax advantages, they reveal the insider strategies that keep more money in your pocket and safeguard your future.Discover how to set up your LLC the right way, when an S Corp might make...
2025-09-05
26 min
Main Street Business
#592 The 10 Biggest LLC Mistakes (And How to Avoid Them!)
Why risk your business and hard-earned money with the wrong setup when you could be protecting yourself and saving on taxes? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the critical steps every small business owner and new LLC owner must take to avoid costly mistakes. From choosing the right entity structure to understanding tax advantages, they reveal the insider strategies that keep more money in your pocket and safeguard your future.Discover how to set up your LLC the right way, when an S Corp might make...
2025-09-05
26 min
Directed IRA Podcast
Investing in Alternative Assets Under $25K with Your IRA
Visit altassetsummit.com to learn how to invest in Alternative Assets.(More links down below.) You don’t need $100K to self-direct your retirement. In this episode, Mat Sorensen and Mark Kohler outline 15+ real-world strategies for investing $25,000 or less using your Roth IRA, Traditional IRA, Solo 401(k), or HSA. From real estate deals and startup investments to crypto mining, mobile homes, equipment leasing, and even cattle, Mat and Mark break down the opportunities that everyday investors are already using to grow their retirement accounts.Whether you're just starting with $5,000 in a Roth IRA or...
2025-08-28
36 min
Directed IRA Podcast
Alternative Assets in Your 401(K)
Visit altassetsummit.com to learn how to invest in Alternative Assets.(More links down below.) In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down a groundbreaking new executive order from President Donald Trump that could reshape the future of 401(k) investing—by opening the door to alternative assets.For decades, Wall Street and Washington have kept most retirement savers locked into a narrow menu of stocks, bonds, mutual funds, and ETFs. This executive order flips the script, setting a national policy that every American preparing for retirement sho...
2025-08-16
18 min
Main Street Business
#590 Be Your Own Landlord: 3 Unique Strategies
Why make someone else rich when you could be paying yourself? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen reveal three powerful real estate strategies that allow business owners to become their own landlord, create cash flow, and protect family wealth. From renting your own building to your business, to buying your kid’s college home, to purchasing your parents’ house for asset protection and tax benefits, these proven methods could transform your financial future.Discover how to structure these deals for maximum tax savings, including cost segregation, bonus depreciation, the...
2025-08-15
33 min
Main Street Business
#590 Be Your Own Landlord: 3 Unique Strategies
Why make someone else rich when you could be paying yourself? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen reveal three powerful real estate strategies that allow business owners to become their own landlord, create cash flow, and protect family wealth. From renting your own building to your business, to buying your kid’s college home, to purchasing your parents’ house for asset protection and tax benefits, these proven methods could transform your financial future.Discover how to structure these deals for maximum tax savings, including cost segregation, bonus depreciation, the...
2025-08-15
33 min
Directed IRA Podcast
The Hidden Secrets About HSAs That Will Blow Your Mind
Book a Call: https://directedira.com/appointment/Alternative Asset Summit Tickets: https://altassetsummit.com/#ticketIn this episode of the Directed IRA Podcast, Mat Sorensen and Mark Kohler unpack one of the most overlooked yet powerful tax-advantaged accounts available—the Health Savings Account (HSA). Often dismissed as a simple medical savings tool, the HSA actually offers a triple tax benefit: tax deductions for contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses—at any age.Mat and Mark explain how to qualify for and fund an HSA, the contribution limi...
2025-08-13
30 min
The Unforget Yourself Show
3 Reasons Why Women Don't Set Boundaries and What To Do Instead with Diane Sorensen
Diane Sorensen is the founder of Beautiful Behavior Coaching, who helps burned-out perfectionists and exhausted mothers transform their relationships through boundary setting and self-worth development.Through her unique blend of behavioral science and relationship-based practices, Diane guides women to foster deeper connections and trust their parenting decisions, drawing from 30 years of early childhood education experience.Now, Diane's journey from classroom teacher to transformational coach demonstrates how non-traditional approaches can create extraordinary impact.And while evolving from traditional mindsets to embrace new possibilities, she's helping mothers bridge the gap from chaos to empowerment in...
2025-07-09
33 min
Directed IRA Podcast
Solo 401(k) vs. Self-Directed IRA - Who Wins?
Solo 401(k) vs. Self-Directed IRA: Who Wins? In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler engage in a detailed, side-by-side comparison of two powerful retirement vehicles: the Solo 401(k) and the Self-Directed IRA. From Roth contributions and rollover rules to the Solo 401(k)’s $50K loan feature, Mat and Mark walk through real-world scenarios to help you choose (or combine) the best account for your retirement strategy. If you’re self-employed or considering more control over your retirement investing, understanding the nuances between these accounts is essential.
2025-07-08
23 min
Directed IRA Podcast
BEWARE - Avoid these Common Mistakes when Self-Directing
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler dive into the Top 10 Mistakes in Self-Directing Your IRA—and how to avoid them. Whether you're just getting started or already managing self-directed investments, this episode outlines the most common pitfalls that can derail your retirement strategy, including prohibited transactions, improper deal structuring, and UBIT traps. Mat and Mark not only break down each mistake but also provide practical guidance on how to structure deals the right way to stay compliant and protect your tax-advantaged account. They also highlight a critical bonus topic on Required Mi...
2025-06-30
34 min
The RGB Podcast
Aaron Sorensen: Creating the Future of VFX | The RGB Podcast | Ep. 27
🎙️ We sit down with Aaron Sorensen—VFX artist, director, and creative visionary. Known for his successful YouTube channel, innovative work in the VFX industry, and as the Owner/CEO of VFX Central, Aaron shares his journey from childhood creativity to becoming a visual effects maestro. Aaron opens up about his passion for visual storytelling, the magic of working with VR technology at The Void, and the challenges and potential of AI in the field of visual effects. Dive into discussions about the intricacies of creating realistic VFX, the dynamic evolution of AI tools, and how traditional artistry remains...
2025-06-11
57 min
Anecdotally Speaking
252 – The Architecture of Play – Carl Sorensen
In Episode 252, discover how a radical playground redesign during WWII transformed free play and what it teaches us about engagement, creativity, and ownership. Shawn … The post 252 – The Architecture of Play – Carl Sorensen appeared first on Anecdote.
2025-06-02
18 min
Help and Hope Happen Here
10 year old Gabe Sorensen will talk about what he went through beginning in 2021 when he was diagnosed with a very rare form of Pediatric Brain Cancer at the age of 6, and how he is doing 4 years later.
Despite being diagnosed with a very rare form of Pediatric Brain cancer when he was 6 years old in 2021, Gabe Sorensen is living as good of a life as possible some 4 years later. Gabe was treated at St. Jude's and his goals for the future are either to become a doctor to help cure Pediatric Cancer or become a member of the Space Program.
2025-05-29
36 min
Restaurant Rocket Fuel
From Loyalty to Listings: A Guide to Restaurant Success with Mark Sorensen
In this conversation, Shane Murphy interviews Mark Sorensen, the owner of Social High Rise, a restaurant marketing agency. Mark shares his extensive background in the restaurant industry and discusses the importance of effective marketing strategies for restaurants, particularly focusing on social media and listing management. He emphasizes the need for authenticity in marketing and how building relationships with customers can lead to greater success. Mark also provides practical advice for restaurant owners on how to manage their online presence and engage with their audience effectively.
2025-05-27
23 min
Directed IRA Podcast
Top 10 FAQs For Self Directed IRAs!
Mat Sorensen and Mark J. Kohler are back with another episode of the Directed IRA Podcast—this time answering the most frequently asked questions about self-directed IRAs. Mat, the CEO of Directed IRA, requested this episode himself because he’s tired of hearing the same questions over and over(Cleary we're kidding). So, he and Mark are tackling them head-on in this special "Getting Started" series.Listeners will get clear answers on what they can invest in, what they should invest in, and the common mistakes to avoid. If you've ever wondered about real estate, private lending, star...
2025-03-31
39 min
Directed IRA Podcast
Self Directed Mechanics - Transfers & Rollovers
In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the key steps to setting up and funding a self-directed retirement account. If you have an existing IRA, 401(k), or another retirement account and you're wondering how to transition into self-directing, this episode is for you.Mark and Mat discuss the importance of understanding what type of retirement account you already have, how to take inventory of your funds, and what options are available for rolling over or transferring assets. They also highlight common mistakes people make when assuming what kind of...
2025-03-05
22 min
Off the Trails
86: Survival - Mark Sorensen and Robert Rusnak
The Sea of Cortez—a breathtaking yet unpredictable expanse of water teeming with life, where beauty and danger exist side by side. In May 1995, cousins Mark Sorensen and Rob Rusnak set out on a daring sailing trip, but when a violent storm capsized their boat, adventure turned to survival. Stranded on a desolate island with no food, no water, and no way to call for help, they faced scorching heat, relentless sandflies, and the terrifying reality of their situation.Would both men make it back to safety, or would this trip quickly turn into a tragedy?Su...
2025-02-11
34 min
Soul-Fed with Gabbi
a convo with Mark Swayze and Shay Tonn (meeting God in anxiety and emotions)
Hi friends! In this episode, I talk with my good friends Mark Swayze and Shay Tonn. We talk about our histories with anxiety, healing, prayer, the secret place, and so much more!It's such a rich conversation and I pray that it gives you hope and peace. You aren't alone!GabbiXx
2025-02-10
55 min
Microsoft Innovation Podcast
Magnus Gether Sørensen's Tech Journey and the Role of Generative AI
FULL SHOW NOTES https://www.microsoftinnovationpodcast.com/647 Prepare to be inspired by Magnus Gether Sørensen, the Managing Specialist from Denmark hailed as the "XRM Tooling Wizard." Hear his fascinating transition from finance to tech, sparked by an influential high school teacher who opened his eyes to the world of web development. Magnus shares personal tales from Denmark, his love for tailored suits, and a pivotal experience in Copenhagen that forever altered his life's course. You'll discover how his passion for model-driven apps and Dynamics has led to the creation of powerful developer tools that continue t...
2025-01-22
26 min
Main Street Business
#559 Retroactive S-Election for 2024: Why & How
In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen share powerful insights on why converting your LLC to an S corporation is a game-changer for tax savings. They discuss the crucial tax advantages, the importance of structuring income properly, and walk you through the filing process. Find out how you could potentially save $7,000 or more with this strategic business move.Here are some of the highlights:Mark emphasizes how LLCs do not save taxes and explains the process of turning an LLC into an S corp.Discussion on the difference...
2025-01-21
21 min
Main Street Business
#559 Retroactive S-Election for 2024: Why & How
In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen share powerful insights on why converting your LLC to an S corporation is a game-changer for tax savings. They discuss the crucial tax advantages, the importance of structuring income properly, and walk you through the filing process. Find out how you could potentially save $7,000 or more with this strategic business move.Here are some of the highlights:Mark emphasizes how LLCs do not save taxes and explains the process of turning an LLC into an S corp.Discussion on the difference...
2025-01-21
21 min
Directed IRA Podcast
What Is A Self Directed IRA?
Wall Street isn’t telling you the whole story about your retirement accounts—they tell you what works for them. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler kick off a 10-part series covering everything you need to know about self-directed IRAs.What is a self-directed IRA? How does it work? And why is Wall Street reluctant to share these options with you? Mat and Mark dive into the power of self-directing, explaining how you can invest in assets beyond the stock market, including real estate, private businesses, crypto, and...
2025-01-14
41 min
Directed IRA Podcast
Maxing Out Your Retirement Account For High Income Earners!
In this episode of the Directed IRA Podcast, Mat Sorensen joins forces with Mark J. Kohler to break down essential retirement strategies for high-income earners. They discuss the critical $2.5 million retirement target, the importance of "employee after-tax contributions," and how to maximize retirement accounts with over $100,000 in contributions annually—even for W-2 employees. Mat and Mark debunk common myths about retirement planning and explain why growing your retirement account doesn’t have to mean locking up your funds in Wall Street products. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfD...
2024-11-07
33 min
Directed IRA Podcast
The Ultimate Strategy to Protect Your IRA/401k
In this episode, Mat Sorensen and Mark J. Kohler dive into a critical yet often overlooked topic: Asset Protection for your 401(k) and IRA. Many people focus on the tax benefits of retirement accounts, but did you know these accounts offer powerful protections from lawsuits and bankruptcy?Mark and Mat discuss real-life examples, including how even O.J. Simpson has managed to keep his 401(k) intact despite a massive civil lawsuit judgment. If you're worried about protecting your retirement savings, this is the episode for you. Learn why your retirement accounts may be one of your strongest...
2024-09-09
18 min
Directed IRA Podcast
Best Retirement Options for Freelancers in 2024
In this episode, Mat Sorensen and Mark J. Kohler discuss a topic crucial for freelancers, independent contractors, and all those hustling to make a living without the traditional benefits of a 401(k). If you're a freelancer who has ever felt left out of retirement planning, this episode is for you.Mat and Mark dive into the unique opportunities available to freelancers when it comes to retirement savings. They explore why being your own boss is not only great for flexibility and creativity but also for tax and legal advantages that the average employee can't access. Y...
2024-08-22
28 min
Directed IRA Podcast
How to Invest in Venture Capital & Startups (ft. Mat Sorensen & Chris Lustrino)
Welcome to a special Directed IRA webinar episode! I'm Mat Sorensen, and today we're diving into the critical world of venture capital investing. While many are familiar with real estate and private equity, venture capital is a powerful asset class with its own unique risks and rewards. To guide us through this, I'm joined by Chris Lustrino, CEO and Founder of Kingscrowd. Chris is an expert in venture analytics and fund performance, and together, we'll explore how you can navigate and succeed in this exciting investment space.Directed IRA Homepage: https://directedira.com/ Directed IRA...
2024-08-16
44 min
Main Street Business
#518 3 Simple Crypto Tax Hacks The IRS Want You To Ignore
In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen decode cryptocurrency tax tactics. They address the uptick in crypto ownership and IRS oversight, focusing on strategies like Charitable Remainder Unitrusts, tax-free trading with Roth IRAs, and LLC setups as S-corporations. They provide examples of significant tax reductions and steps to implement these strategies effectively.Here are some of the highlights:Mark and Mat point out how $28 billion in Bitcoin is being bought and traded every 24 hours.How to use CRUT (Charitable Remainder Unitrust) for large capital gains.The advantage...
2024-08-09
29 min
Directed IRA Podcast
The Best College Saving Strategies!
Welcome to another episode of the Directed IRA Podcast! In this episode, Mat Sorensen and Mark J. Kohler dive into funding college education without relying on student loans. Whether you're a parent of young children or teens, understanding how to use Coverdell Education Savings Accounts, Roth IRAs, and 529 Plans can save your family from the burden of student loan debt.Key Discussion Points:- The pros and cons of using 529 Plans for college savings.- How Coverdell ESA's can offer flexibility for educational expenses.- The surprising benefits of a Roth IRA for...
2024-08-01
31 min
Directed IRA Podcast
Solo 401(k) or SEP IRA: Determining the Best Retirement Strategy for the Self-Employed
Welcome to the Directed IRA Podcast! This is Mat Sorensen, joined by the insatiable Mark J. Kohler. In this episode, we dive into a hot topic: Solo 401(k) vs. SEP IRA. Are you self-employed and wondering which retirement plan suits you best? We break down the differences, benefits, and unique scenarios for both options.Join us as we explore:- The origins and benefits of the SEP IRA.- Why the Solo 401(k) is often considered the superior choice for self-employed individuals.- Strategies for maximizing your contributions and making the most out...
2024-07-25
24 min
Directed IRA Podcast
Social Security Alert - What Is Your Plan?!
In this episode, Mat Sorensen and Mark J Kohler discuss the looming crisis of Social Security running out and provide essential strategies for planning ahead. Learn how self-directing your IRA or 401k can serve as a powerful tool to safeguard your financial future amidst the potential loss of Social Security. Don't miss this crucial conversation on securing your retirement and maximizing your wealth-building opportunities.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:
2024-05-16
25 min
Stand By My Servants
Episode 27: Teachings of Elder Christofferson, with Stephanie Sorensen
Mark talks about Elder D. Todd Christofferson’s teachings and highlights from his best talks.
2024-01-24
00 min
Directed IRA Podcast
Investing in Self-Storage with AJ Osborne and Mat Sorensen
Join Mat Sorensen and guest expert AJ Osborne (300M+ AUM) as they discuss investing in self-storage with personal funds and an IRA or 401k. In this webinar, we discuss:- Top 3 Reasons You Should Consider Investing in Self-Storage- Portfolio Case Studies- What Makes a Good Self-Storage Operator- Due Diligence, Underwriting, and Rates vs. Rents- Vacancy and Demographics- How Do I Get Started Investing in Self Storage?- Can I use an IRA or Solo 401k to Invest in Self Storage?About AJ:
2023-10-17
1h 15
Soul-Fed with Gabbi
A Convo With Mark Swayze (anxiety, solitude, finding your purpose, and MORE)
In this episode, I sit down with my good friend, Mark Swayze, and have a real and vulnerable conversation. We talk about his journey to ministry, finding your purpose in life, Bristol House, solitude, anxiety, and MORE! I can't wait for you to hear this one and I'm so thankful to have you here! Talk to you soon! GabbiXx "Altars" by Bristol House: https://tr.ee/eTS-g7jz-M Follow Bristol House on IG: https://www.instagram.com/bristolhousemusic Follow...
2023-10-16
1h 19
Directed IRA Podcast
Why The Average American Should Consider Self-Directing Their IRAs
Mat and Mark answer a crucial question: Should the average person self-direct? They dissect this query, sharing their insights on who should seriously consider self-directed IRAs and why.Discover three types of people who are excellent candidates for self-directed investing and three who might not be. Mat and Mark also emphasize the importance of knowledgeable CPAs, financial advisors, and professionals in helping clients make informed decisions about their retirement funds.If you're curious about self-directed IRAs, want to explore alternative investment options beyond Wall Street, or simply want to gain financial freedom, this podcast episode...
2023-10-02
22 min
Main Street Business
#447 Strategies for Erasing Credit Card Debt in 2023
In this episode of the Main Street Business podcast, hosts Mark J Kohler and Mat Sorensen shed light on a pressing issue that many Americans face: the staggering $1 trillion credit card debt.Delving into the nuances of financial disparities, they discuss how the rich are gaining steam with their savings, while the poor might be sinking deeper into debt.They also challenge Dave Ramsey's advice of cutting up credit cards, emphasizing its potential impact on credit health and business expansion. However, it's not all gloom and doom. Kohler and Sorensen also discuss the a...
2023-08-15
27 min
The Journalism Salute
Jen Sorensen, Award-Winning Editorial Cartoonist
On this episode, we’re joined by Jen Sorensen. Jen is an award-winning editorial cartoonist whose work can be seen at magazines, newspapers, and websites (including her own). She was a finalist for the Pulitzer Prize in 2017 for her coverage of the 2016 presidential race.Jen talked about how she comes up with her cartooning ideas, how alt-weekly newspapers have influenced her work, and the mechanics of how she draws. She also discussed the current state of cartooning, with the recent layoff of 3 Pulitzer-winning cartoonists.You can see Jen's Pulitzer portfolio here:https://www.pu...
2023-08-15
34 min
Directed IRA Podcast
Open Forum: Answering your Self-Directed Account Questions
Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving 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://directedira.com/podcast----🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!...
2023-07-11
40 min
The Art of Holiness
Rev. Mark Sorensen!
Rev. Mark Sorensen is the senior pastor of the Woodlands Methodist Church in The Woodlands Texas, just north of Houston. Mark has stepped into the beautiful history of The Woodlands Methodist Church of 45 years. Mark is the second senior pastor of in the church's history. While honoring the past leadership of Dr. Ed Robb, Mark is also bringing in his new vision that builds upon what has been. We will hear all about Mark's story and his vision for where the church is leaning in this new season. It was an honor to have him on the podcast!
2023-07-04
58 min
Directed IRA Podcast
Kid Roth's - Summertime Savings Strategies
How can you be the best parents? Get your kids saving! In this podcast episode, Mat and Mark walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool to turbo-charge saving with small steps.When you help your kids understand money, they have the ability to build wealth. Get a pad and pen ready because you’ll want to write down the Kid’s Roth IRA strategy!----Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Exec...
2023-06-21
29 min
Soul-Fed with Gabbi
A Journey of Faith with my dad, Mark Sorensen (struggles as a pastor, what it's like when your kids are struggling, finding purpose in life, and MORE)
Special Father's Day Episode: In this episode, I have an open and honest conversation with my dad, Mark Sorensen. We talk about his journey to becoming a pastor, struggles he faces, imposter syndrome, faith journeys, the helpless feeling of having kids who are struggling, and MORE. He also flips it on me at the end and asks me some questions. Spoiler alert: we both cry. Hope you enjoy this episode and leave feeling encouraged! Talk to you next week! GabbiXx
2023-06-19
40 min
Directed IRA Podcast
How to Best Use an IRA LLC
Join Mat and Mark as they break down how to set up the perfect structure to partner your IRA with other accounts or individuals and build a mega IRA account; the checkbook LLC is a unique structure many don’t understand.About Mat Sorensen:Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and an expert author at Cryptopedia. He is a go-to guest speaker for financ...
2023-06-12
25 min
Directed IRA Podcast
ROTH IRA VS ROTH 401K - The Great Debate!
Mat and Mark discuss key points you need to know in order to decide what account types are best for you based on your personal situation and investment objectives. We’ll discuss the qualifications and requirements for each account type. Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler on how to best grow your money tax-free.---Leave your questions in the comment section below! Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com...
2023-05-31
22 min
Directed IRA Podcast
Open Forum: Answering Your Self-Directed IRA Questions!
Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving 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://directedira.com/podcast----🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!...
2023-05-18
38 min
Buddycast
Buddycast with Mark Schiff
On part one of this double buddy Buddcast day, we are joined by comedian and author Mark Schiff. Mark works clean comedy, has a memoir out, has worked with very notable comedians, and will be in Erie very soon! Want to learn more about him? Tune in to Buddycast!#gobesomeonesbuddy --- Send in a voice message: https://podcasters.spotify.com/pod/show/nick-sorensen/message Support this podcast: https://podcasters.spotify.com/pod/show/nick-sorensen/support
2023-05-10
46 min
Directed IRA Podcast
Open Forum: Answering Your Self-Directed IRA Questions!
Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving 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://directedira.com/podcastAbout Mat Sorensen:Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also...
2023-04-17
29 min
Directed IRA Podcast
IRA & 401k Deadlines and Limits 22' & 23'
Mat Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits and looming deadlines for 2023. They walk through the rules and common strategies people use to get more money into their retirement accounts. They explain that the time is now to take action on your 2022 contributions and 2023 deadlines. This episode will have you perfectly prepared to max out your retirement account!Article on Contribution Limits and Deadlines: https://directedira.com/irs-2023-contribution-limits/Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA
2023-04-07
26 min