300 episodes

Mark J. Kohler, CPA and attorney, and Mat Sorensen, 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 jack@markjkohler.com and it might get answered on our next Podcast show!

Visit our websites at https://kkoslawyers.com/ https://directedira.com/ https://kohlereyrecpas.com/

Refresh Your Wealth Show The Refresh Your Wealth Show

    • Investing
    • 4.9, 337 Ratings

Mark J. Kohler, CPA and attorney, and Mat Sorensen, 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 jack@markjkohler.com and it might get answered on our next Podcast show!

Visit our websites at https://kkoslawyers.com/ https://directedira.com/ https://kohlereyrecpas.com/

    RYW 400 - The Power of the Health Savings Account

    RYW 400 - The Power of the Health Savings Account

    Get Mark & Mat's freenewsletter at https://refreshyourwealth.com/

    Join Mark and Mat for this powerful podcast on the misunderstood and underutilized Health Savings Account. The HSA has powerful tax and wealth building benefits many are unaware of.

    To self direct and invest your HSA visit https://directedira.com/

    Check out our Law Firm KKOS Lawyers at https://kkoslawyers.com/

    Visit our Accounting Firm K&E CPAs at: https://kohlereyrecpas.com/

    • 57 min
    RYW 399 - OPEN FORUM RADIO SHOW - Answering tax, legal and business questions

    RYW 399 - OPEN FORUM RADIO SHOW - Answering tax, legal and business questions

    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 398 - Options When Owing the IRS

    RYW 398 - Options When Owing the IRS

    Join Mark and Mat for their regular tax and legal tips to save you thousands, as well as a creative and detailed conversation on what to do if you owe the IRS money and can't pay the bill right now. Explore options from a 120 day request, to an Installment Agreement, to an Offer in Compromise. Learn more at www.refreshyourwealth.com. ALSO, here is the link to the article we mentioned on the show regarding interest, penalties and how much to send the IRS: https://markjkohler.com/how-much-should-i-send-in-with-my-personal-extension/

    • 56 min
    RYW 397 - How Retirement Plans Have Changed in 2020 Due to Covid

    RYW 397 - How Retirement Plans Have Changed in 2020 Due to Covid

    Join Mark and Mat for the regular tax and legal tips along with a robust discussion of all the changes to expect with retirement plan contributions and strategies in 2020. Many don’t know the significant and historic changes to retirement plans due to the pandemic. Understand what opportunities you may have as a taxpayer to access your plans OR save more in taxes. Learn more at refreshyourwealth.com.  To sign up for Mark and Mat's FREE E-Book go here.

    • 44 min
    RYW 396 - OPEN FORUM SHOW - Tax, Legal & Business Tips and Advice

    RYW 396 - OPEN FORUM SHOW - Tax, Legal & Business Tips and Advice

    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
    RYW 395 - July 15 Tax Deadline - What Every Taxpayer Needs to Know

    RYW 395 - July 15 Tax Deadline - What Every Taxpayer Needs to Know

    Join Mark and Mat as they share 15+ tax strategies you can use before the deadline and what extension opportunities are still available. Learn more at www.refreshyourwealth.com. 

    • 57 min

Customer Reviews

4.9 out of 5
337 Ratings

337 Ratings

M-2020 ,

Great Tax Show!

Helps to take the fear out of Taxes!

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.

Top Podcasts In Investing

Listeners Also Subscribed To