Main Street Business

Mark J Kohler and Mat Sorensen

The Main Street Business Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the go-to resource for entrepreneurs, investors, and business owners who want to build, protect, and manage their wealth. Each episode explores real-world scenarios and offers practical advice on business structuring, tax planning, side hustles, real estate, self-directed retirement accounts, and more. With decades of combined legal and tax experience Mark and Mat make complex financial topics understandable through charismatic discussions and practical education. Their goal is to empower listeners to make smarter legal and financial decisions by turning advanced concepts into clear, actionable strategies for LLCs, corporations, estate planning, tax reduction, raising capital, asset protection, and retirement planning.  Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler. 

  1. 1h ago

    #636 Building Wealth Through Alternative Assets with Yvette Spillman

    Ready to make sure your tax, business, and wealth-building strategies are actually working together? Schedule a Comprehensive Tax and Business Consult with a KKOS attorney to review your current structure - Book a Call Here.. On this special episode of the Main Street Business Podcast, host Mat Sorensen sits down with Yvette Spillman, advisor, entrepreneur, and Founder & CEO of National Retirement Institute (NRI), to discuss how business owners and investors can think beyond traditional stock market investing when building and protecting wealth. Yvette shares her approach to working with clients who are heavily concentrated in traditional investments and want to explore alternative assets, tax strategies, and self-directed retirement accounts. The conversation covers how to evaluate different assets based on your personal goals, whether you're focused on growth, income, retirement, or a combination of all three. They also discuss: Why many investors may be less diversified than they thinkHow self-directed IRAs can provide access to alternative investmentsUsing real estate, oil and gas, and other tangible assets as part of a broader wealth strategyThe difference between investing for growth versus creating an income streamHow business owners and entrepreneurs can be particularly well suited for self-directed investingTax planning strategies involving real estate, oil and gas, Solo 401(k)s, and proper entity structuringA real-world case study of a business owner who was paying significant taxes and restructured his investments and retirement strategyThe importance of understanding a client's goals before recommending investmentsThis episode is a practical conversation about looking beyond the traditional investment playbook and building a wealth strategy around your individual goals, risk, income needs, and tax situation. Yvette invites listeners to attend the Sonic Boom Summit in Temecula, California, taking place September 28–30. The three-day event features education for business owners and investors, with Mat Sorensen and Mark J. Koehler among the featured educators, along with other experts in the tax, business, and wealth-building space. Learn more at SonicBoomSummit.com. Ready to Take the Next Step? Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers] Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA] Free Resources Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide] Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide] Get More From Mat & Mark Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...

  2. Aug 14

    #632 Fear in the Housing Market Almost Always Signals Opportunity

    Before your next real estate investment, start with my law firm, KKOS Lawyers. Our Comprehensive Tax & Business Consult helps you make sure the deal fits into the right tax, entity, and asset protection strategy before you buy. - https://hubs.ly/Q04t0Vn00 In this episode, Mark J. Kohler sits down with Kathy Fettke, co-founder of RealWealth and host of The Real Wealth Show, to talk about what smart investors should actually be watching in today’s market. They break down the proposed restrictions on institutional homebuyers, why reacting to headlines can leave investors behind, and the key indicator RealWealth looks for before entering a market: job growth. Kathy also shares how her team identified opportunity in Sherman, Texas, why the housing challenge is increasingly about renters, and how investors should think differently about active versus passive real estate. Key takeaways from this episode: Why fear in the market almost always means better deals are available - The truth behind the new bill capping institutional home purchases and why it's more political than practical - Why relying on headlines (or AI summaries) means you're investing on old, already-priced-in data - RealWealth's #1 rule for picking a market: follow the jobs - How Kathy's team spotted the CHIPS Act opportunity in Sherman, TX before anyone else moved - Why the real housing shortage today is a renter problem, not a buyer problem - The difference between active real estate (flipping) and passive real estate (buy-and-hold) — and why confusing the two costs people money - Why managing your property manager beats trying to manage the property yourself Kathy also shares how to get started with RealWealth's free resources, including property tours, weekly market webinars, and her book Retire Rich with Rentals. This episode is a must-watch for anyone who's been sitting on the sidelines waiting for the "right time" to invest or who's been burned trying to time the market off the news cycle. Ready to Take the Next Step? Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers] Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA] Free Resources Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide] Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide] Get More From Mat & Mark Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...

  3. Aug 7

    #631 Is Buying a Franchise Right For You? HomeVestors VP Mike Oberholtzer Explains

    If you're considering buying or selling a franchise and want experienced legal guidance throughout the process, book a consult with Mat and Marks law firm KKOS Lawyers to get started: https://kkoslawyers.com/ Buying a franchise can be a great path to business ownership—but it's important to know exactly what you're getting into before signing on the dotted line. In this special episode of the Main Street Business Podcast, Mat Sorensen sits down with Mike Oberholtzer, VP of Franchise Development at HomeVestors, to break down the entire franchise buying process. Together, they discuss how to evaluate franchise opportunities, what to look for in the Franchise Disclosure Document (FDD), the real costs of franchise ownership, and how to determine whether buying a franchise is the right fit. Whether you're looking to transition out of a W-2 career, diversify your investments, or become a business owner, this episode provides practical insights to help you make a more informed decision. In this episode, you'll learn: How to determine if franchising is the right path for your goalsThe pros and cons of buying a franchise versus starting a business from scratchHow to properly evaluate franchise opportunitiesWhat to review in the Franchise Disclosure Document (FDD)Why speaking with existing franchise owners is a critical step in your due diligenceThe franchise fees, royalties, and ongoing costs to expectWhat quality training, onboarding, and operational support should look likeCommon mistakes prospective franchise owners make—and how to avoid themStrategies for growing, scaling, and eventually selling a franchise businessReady to Take the Next Step? Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers] Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA] Free Resources Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide] Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide] Get More From Mat & Mark Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...

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About

The Main Street Business Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the go-to resource for entrepreneurs, investors, and business owners who want to build, protect, and manage their wealth. Each episode explores real-world scenarios and offers practical advice on business structuring, tax planning, side hustles, real estate, self-directed retirement accounts, and more. With decades of combined legal and tax experience Mark and Mat make complex financial topics understandable through charismatic discussions and practical education. Their goal is to empower listeners to make smarter legal and financial decisions by turning advanced concepts into clear, actionable strategies for LLCs, corporations, estate planning, tax reduction, raising capital, asset protection, and retirement planning.  Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler. 

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