The Wealth and Freedom Nexus Podcast
The Wealth and Freedom Nexus Podcast
WFN #097 - How Mat Sorensen Helps AVERAGE People Build MILLON $$$💰 Retirement Accounts!
Racehorses? Patents? Royalties? Real Estate?
Yes, these are just a few of the MANY options YOU can invest in through a Self Directed Retirement Account!
Mat Sorensen from Directed IRA joins us to share how he got in the industry....and how one of his clients has over $300 MILLION in a ROTH IRA!
Tip/Trivia – As of 2021, the average plan balances for self directed 401k accounts versus "normal" accounts was about DOUBLE! ($232K vs $130k)
RESOURCES MENTIONED:
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Episodes 6 and 68 with Specialized Trust
Episodes 15 and 43 with Quest Trust
About Mat Sorenson
Directed IRA
KKOS Lawyers
Mat's Book - The Self Directed IRA Handbook
Propublica article: Lord of the Roths
How To Do a Kid's Roth IRA
Main Street Business Podcast - paying your kid with NO FICA withholding
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