300 episodes

Mark J. Kohler, CPA and attorney, and Mat Sornesen, attorney and SDIRA expert, cover the tax, legal, business and investing topics that are essential for the business owner, investor and entrepreneur. They have a knack for explaining important and complex topics in an engaging and entertaining way. Their mission is to help their listeners save on taxes, protect their assets and better live the AMERICAN DREAM!

Send your questions to jason@markjkohler.com and it might get answered on our next Podcast show!

Refresh Your Wealth Show The Refresh Your Wealth Show

    • Investing

Mark J. Kohler, CPA and attorney, and Mat Sornesen, attorney and SDIRA expert, cover the tax, legal, business and investing topics that are essential for the business owner, investor and entrepreneur. They have a knack for explaining important and complex topics in an engaging and entertaining way. Their mission is to help their listeners save on taxes, protect their assets and better live the AMERICAN DREAM!

Send your questions to jason@markjkohler.com and it might get answered on our next Podcast show!

    RYW 378 - Self-Directed IRA vs. Solo(401k): Which is Best?

    RYW 378 - Self-Directed IRA vs. Solo(401k): Which is Best?

    Join Mat Sorensen and guest host Jarom Bergeson as they analyze self-directed accounts and break down who should use a solo(k) versus a self-directed IRA. Understand qualification rules, contributions differences, traditional/roth option, cost and set-up, custodian/trustee requirement, and investment differences. As a provider of both types of accounts Directed IRA can help you with either account option and KKOS Lawyers (www.kkoslawyers.com) can advise along the way, and set-up the Solo 401k if necessary.

    • 44 min
    RYW 377 - Open Forum Show: Answering tough Tax and Legal Questions

    RYW 377 - Open Forum Show: Answering tough Tax and Legal Questions

    Join Mark and Mat as they answer difficult tax and legal questions from around the country! Send in your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com. Call in LIVE through Blog Talk Radio at 646-668-8326; Press #1 once on the line. Learn more at www.refreshyourwealth.com.

    • 1 hr 1 min
    RYW 376 - Asset Protection Strategies Part II - What Really Works!

    RYW 376 - Asset Protection Strategies Part II - What Really Works!

    Join Mark and Mat for their weekly tax and legal tips, and a straight forward discussion on asset protection strategies that are effective AND affordable. Learn more at www.refreshyourwealth.com.

    • 1 hr 11 min
    RYW 375 - Using Trusts for Asset Protection Part I: Myth Busting!

    RYW 375 - Using Trusts for Asset Protection Part I: Myth Busting!

    Join Mark and Mat for their weekly tax and legal tips, and a conversation about asset protection trusts. There is a lot of misinformation and scams out there regarding complex trust planning for asset protection.  Mark and Mat break it down with the truth. For more information visit www.refreshyourwealth.com.

    • 57 min
    RYW 374 - OPEN FORUM Show: Answering Tax and Legal Questions

    RYW 374 - OPEN FORUM Show: Answering Tax and Legal Questions

    Join Mark and Mat as they answer difficult tax and legal questions from around the country! Send in your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com. Call in LIVE through Blog Talk Radio at 646-668-8326; Press #1 once on the line. Learn more at www.refreshyourwealth.com.

    • 1 hr 1 min
    RYW 373 - Building Your Business Strategic Plan for 2020

    RYW 373 - Building Your Business Strategic Plan for 2020

    Join Mark and Mat for the weekly tips, and how to build your 2020 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 at www.refreshyourwealth.com.

    • 51 min

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