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
    • 4.9, 330 Ratings

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 391 - Open Forum Show: SBA PPP Application LIVE Q&A

    RYW 391 - Open Forum Show: SBA PPP Application LIVE Q&A

    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.

    • 1 hr 1 min
    RYW 390 - How to get my PPP Loan Forgiven

    RYW 390 - How to get my PPP Loan Forgiven

    Join Mark and Mat on their weekly podcast as they break down the current developments and strategies on receiving the SBA PPP Loan forgiveness. It is an ever changing landscape and every business owner needs to know the rules and procedures to better interact with their professionals and bankers to ultimately receive as much forgiveness as possible. Go to www.refreshyourwealth.com to learn more.

    • 58 min
    RYW 389 - How to Prevent my Business from Closing

    RYW 389 - How to Prevent my Business from Closing

    Join Mark and Mat as they discuss options on how to keep your business from failing during the Pandemic. In fact, no matter what crisis you may be facing, learn about ways to create revenue, cut costs, manage difficult situations and stay in business. More information at refreshyourwealth.com

    • 1 hr 4 min
    RYW 388 - Round 2 of Stimulus Act: What are my options?

    RYW 388 - Round 2 of Stimulus Act: What are my options?

    ALERT- READ FIRST! Update to Video content from New Bill: The (ERTC) Employee Retention Tax Credit now does not apply to the business owner and family members. This is terrible! So please note in the video that Mat and I discuss the option for business owners to use the ERTC and avoid the PPP if the PPP isn't big enough. Consider this more carefully if you were counting family members in the equation. However, you can still use the ERTC for 3rd party employees (not family), but this is a major bummer in the detail of the CARES Act. Hang in there and we'll keep you posted on further developments.

    Mark and Mat break down the new $484 billion Stimulus Package: Round 2 is here. What are you options? It's not all about the PPP or a Stimulus check. Answering LIVE questions and helping business owners all over America. Learn more and sign up for weekly Free updates at www.refreshyourwealth.com. 

    • 1 hr 30 min
    RYW 387 - Getting the PPP as a Sole-Proprietor

    RYW 387 - Getting the PPP as a Sole-Proprietor

    If you get a 1099, or consider yourself an independent contractor or part of the gig economy, you are a sole-proprietor! Mark and Mat break down the rules and timing of how to get the most money from the stimulus package under the PPP. Learn more about Mark and Mat at Refreshyourwealth.com and sign up for their free newsletter.

    • 47 min
    RYW 386 - Live Q&A on the Stimulus Package for Small Business Owners

    RYW 386 - Live Q&A on the Stimulus Package for Small Business Owners

    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.

    • 1 hr 1 min

Customer Reviews

4.9 out of 5
330 Ratings

330 Ratings

Someone who has to use it ,

So much information!!

Seriously one of the BEST shows out there. These guys have helped me save money with all the tips and tricks that they have.
Love the show guys. Keep it up! Love the banter also!

Court06x ,

Excellent Podcast

I love listening to Mat and Mark’s podcast every week! I love the witty banter and find myself laughing along with them. They cover so many different topics that are valuable whether you’re a business owner, an aspiring business owner or not.

H8bogez ,

Time well spent

Download and lesson. Hundreds of shows to pick from that fit your needs to help keep Uncle Sam out of your savings account. Thanks Mark and Mat.

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