Best Self Directed Retirement Account Podcasts (2024)

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Episode 96: Self Directed Retirement Accounts 17:32

25d ago17:32

17:32

How did Mitt Romney amass $20-100 Million in his IRA? In this episode, I introduce self-directed retirement accounts, what they are and what they are used for. Please subscribe and leave a review on your favorite Podcasting platform. If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free c…

1
Episode 100: Defining Wealth 10:52

1h ago10:52

10:52

Wow, what a milestone! 100 episodes of The Grow Your Wealthy Mindset Podcast! If you have listened to all 100 episodes, you have hopefully learned a lot about personal finances and investing. Learning is a great first step, but you need to take action to create your version of a wealthy life. What does it really mean to be wealthy? It’s a topic I e…

1
Top 10 Stocks to Buy for Consistent Double Digit Growth 1:03:03

21m ago1:03:03

1:03:03

In tonight’s Australian Stock Market Show, Dale, Janine and Filip discuss the top 10 stocks to buy for double digit growth.

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#494 The 6 Steps To Creating a $1 Million Business Plan 50:34

1d ago50:34

50:34

In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen explore the foundational aspects of business creation with their expert guidance. Mark and Mat highlight the key aspects of starting a business and present a well-defined strategy to initiate your entrepreneurial endeavor. Here's what you can look forward to: …

1
How to Identify Your Optimal Day Trading Style 33:31

34m ago33:31

33:31

In this week’s Talking Wealth podcast, Fil discusses how to identify your optimal day trading style and how to align it with the right market to achieve your goals. Where you live, what your personality is and what you're trying to achieve all factor into determining the most suitable path to maximise your success.…

1
#493 Tax Strategies For NIL Athletes 23:01

1h ago23:01

23:01

In this episode of the Main Street Business Podcast, host Mark J Kohler welcomes Main Street influencer, Max Merritt, to unpack how student athletes can manage NIL income by forming an LLC. Together, they break down the key strategies and tax advantages available for NIL athletes into four easy sections. Here's what you can look forward to: Mark an…

1
Are the Best Growth Opportunities in Asian Markets? 33:51

14h ago33:51

33:51

In this week’s Talking Wealth podcast, Janine shares her view on whether the best opportunity for growth will occur in the Asian markets in the next few years. The Japanese market has risen by 60% in the past two years, trading to a new all-time high, while the Chinese market fell 28% around the same time. Janine considers whether the Japanese mark…

1
Episode 99: Employer Sponsored Retirement Accounts: 401(k) and 403(b) Plans 25:05

1d ago25:05

25:05

Pension plans and defined benefits plans are becoming more scarce and 401(k) and 403(b) and other types of defined contribution plans have become the norm. In this episode, I start with a brief summary of the history behind funding retirement before I dive deeper into the most common type of retirement plans currently available to W-2 employees. Th…

1
Dividend Investing: Stocks to Buy Now for Dividend Income in 2H 2024 1:03:09

6d ago1:03:09

1:03:09

In tonight’s Australian Stock Market Show, Dale, Janine and Filip discuss dividend investing and share some stocks to buy now for dividend income in 2024. Wealth Within: https://www.wealthwithin.com.au Talking Wealth TV: https://www.talkingwealth.com Australian Stock Market Show (Live 7-8pm every Tuesday night): https://www.youtube.com/@WealthWithi…

1
#492 Cyber Security Expert Reveals How To Protect Your Assets w/Rick Jordan 33:09

3d ago33:09

33:09

In this episode of the Main Street Business Podcast, Mark J Kohler welcomes Rick Jordan, founder of ReachOut Technology, to discuss the ins and outs of cybersecurity and how small businesses can shield themselves from cyber threats. Here's what you can look forward to in this episode: Rick shares the background and milestones of his cybersecurity j…

1
Investment Risks and Opportunities due to Inflation 33:11

4d ago33:11

33:11

In this week’s Podcast, Janine shares how you can prepare for the risks and opportunities posed by inflation, as well as stocks that perform the best. She considers stocks with the potential to perform well if inflation falls, as well as those stocks that will perform the best if inflation remains above the RBA’s target.…

1
#491 What Can I Write Off in My Side Hustle This Year? (Listen Before April 15th) 32:50

6d ago32:50

32:50

In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen provide insights and tips specifically geared towards those with a side hustle. They dive into a wide range of topics, from tax planning strategies to the importance of claiming all income. Here's what you can look forward to: Detailed advice on preparing your…

1
What to do if you have an Inherited IRA. 19:28

7d ago19:28

19:28

In this episode Mark and I discuss how, Inheriting a retirement account can be overwhelming. Learn the options available for spouses and non-spouse beneficiaries, and discover how to make the most of your inheritance. Find out about the spousal rollover, investment strategies, and the importance of consulting professionals. Navigate the complexitie…

1
Who's the beneficiary of your IRA or 401K? Beware! 20:13

7d ago20:13

20:13

In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all. Don't forget to grab yo…

1
How to Select 3 Low Priced Stocks for High Growth 43:10

8d ago43:10

43:10

In this week’s Podcast, Janine shares her tips on selecting the best low-priced stocks for high double-digit growth over the short and medium term. She discusses the important difference between a low-priced stock and a cheap stock, as well as those stocks to avoid. Janine also shares three low-priced stocks to put on your watch list for 2024. Weal…

1
Episode 98: Has the time come for using Robo-Advisors for investing? 12:40

9d ago12:40

12:40

Artificial Intelligence is getting better and better. What does that mean for robo-advisors, or using programing and technology instead of a human financial advisor? Wealthfront and Betterment were the first two large platforms to offer robo-advisors services. Now Vanguard, Fidelity, and Charles Schwab are offering robo-advisor services. This episo…

1
Is it Time to Buy Uranium Stocks Paladin, Rio Tinto, 92E and More? 1:04:01

9d ago1:04:01

1:04:01

In this week's Australian Stock Market Show, Dale, Janine and Filip discuss whether now is the time to buy uranium stocks Paladin, Rio Tinto, 92E and many more!

1
#490 Why Every Main Street Business Owner Should Be A SPARTAN w/ Joe De Sena 23:11

10d ago23:11

23:11

In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen welcome renowned entrepreneur and industry leader, Joe De Sena. Together, they unpack Joe’s journey to building Spartan, a powerhouse endurance sports brand, and how business owners can overcome obstacles in order to achieve the same level of success. Here's w…

1
What are the Best Stocks for Beginners to Buy? 33:40

15d ago33:40

33:40

In this week’s Talking Wealth podcast, Janine discusses a list of the best stocks for beginners to buy, as well as some simple tools to help you invest. In addition to sharing her view on the appropriateness of the stocks for beginners, she helps you create your own plan to get started in the stock market.…

1
How to Avoid the Next Impending Stock Market Crash 28:32

15d ago28:32

28:32

In this week’s Talking Wealth Podcast, Fil shares how you can avoid the next stock market crash by using a tool called the Commitment of Traders Report. Fil discusses how to use the COT report successfully, how it ties in with understanding why stocks markets crash and more importantly, when they are likely to do so. Wealth Within: https://www.weal…

1
How much you should have in your 401k by age 8:53

15d ago8:53

8:53

Join us as we explore the essential guidelines and strategies for gauging your retirement savings progress. Learn about setting clear financial goals, understanding the 4% rule, and supercharging your savings through strategic planning. We'll get into investment strategies and provide age-specific savings targets to help you achieve financial secur…

1
Episode 97: Getting More High Fixed Interest Rate I-bonds 17:31

16d ago17:31

17:31

I-bonds purchased between Nov 1, 2023 and April 30, 2023 have a fixed interest rate of 1.3%, the highest fixed rate in 15 years. Combined with the inflation rate, they are paying 5.27%. If you've ever been interested in buying I-bonds, now is the time. If you don't particually want more I-bonds in your portfolio but you have I-bonds previously purc…

1
Undervalued LITHIUM and METALS Stocks: 3 Top Trending Stocks to Buy 1:05:05

19d ago1:05:05

1:05:05

In tonight’s Australian Stock Market Show, Dale, Janine and Filip share how to pick undervalued stocks and reveal the top three trending stocks right now.

1
Open Forum: The RIGHT way to Invest with your Self-Directed IRA 40:05

16d ago40:05

40:05

Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/ Connect with Mat online: Instagram: https://www.instagram.com/matsorensen/ Facebook: https://www.facebook.com/mat.sorens…

1
#489 Accountant Q&A: Watch this to BEAT the IRS (legally) 51:26

16d ago51:26

51:26

In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen delve into a variety of tax topics, offering their valuable insights and addressing your burning questions. Follow along as they cover everything from key tax savings strategies to estate planning, property management, and more. Here's what you can look forwar…

1
Understanding Capital Raisings to Reduce Your Risk 34:48

18d ago34:48

34:48

In this week’s Talking Wealth Podcast, Janine discusses capital raisings, the impact on your holdings and how to make decisions about whether to participate. She explains how just by keeping a record of each capital raising that affects your shares, you can learn to make better decisions. Wealth Within: https://www.wealthwithin.com.au Talking Wealt…

1
Open Forum: Self Directed Account Questions from the Internet! 34:06

20d ago34:06

34:06

Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/ Connect with Mat online: Instagram: https://www.instagram.com/matsorensen/ Facebook: https://www.facebook.com/mat.sorens…

1
How Much Cash Should You Have in Your Portfolio? 34:33

22d ago34:33

34:33

In this week’s Talking Wealth Podcast, Janine shares how much cash to hold in your portfolio, when to increase it and when to be fully invested in stocks. They say cash is king, but is this always true? With the benefit of hindsight we can understand when to sell stocks and put more money into cash. Wealth Within: https://www.wealthwithin.com.au Ta…

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128: Navigating Financial Blind Spots: Expert Strategies for Abundant Generations 14:36

22d ago14:36

14:36

Welcome to the Women's Investing Network hosted by Sharon Lecter, featuring guest Eunicia Peret. Eunicia, a wealth advisor and strategist, aims to empower individuals to create generational abundance. The discussion highlights financial blind spots such as tax inefficiencies and inadequate wealth management strategies. Peret emphasizes the importan…

1
3 Top Cybersecurity Stocks to Buy: Crowdstrike has Risen 170% 1:03:47

23d ago1:03:47

1:03:47

In tonight’s Australian Stock Market Show, Dale, Janine and Filip share the top cybersecurity opportunities, how much you can make and when to buy.

1
#488 10 Crypto Loopholes The Rich Use To Get Richer 34:01

23d ago34:01

34:01

In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen reveal 10 crypto strategies the rich are using to save taxes and continue building their wealth. Together, they offer a peek behind the curtain and key insights into the strategies that everyone should be taking advantage of. Here's what you can look forward t…

1
Learning to Trade: The Do’s and Don’ts for Success 1:15:37

25d ago1:15:37

1:15:37

In this week’s Talking Wealth Podcast, Dale talks about why it is critical when learning to trade that you take some essential steps while avoiding others. Generally, those new to the market wanting to learn to trade follow the herd that came before them. Sadly, however, this typically leads to failure, which is why in this podcast we share the rig…

1
#487 The Queen Of Pitching: "Here's The Real Key To Wealth" w/ Forbes Riley 33:06

1M ago33:06

33:06

In this episode of the Main Street Business Podcast, Mark J Kohler welcomes author, actress, influencer, and acclaimed Queen of the Pitch, Forbes Riley to discuss her amazing journey and reveal some of her secrets to making the perfect pitch. Here are some of the highlights from this episode: Mark and Forbes dive into how her personal experiences i…

1
How Much Can I Make from Australian Bank Stocks? 37:13

1M ago37:13

37:13

In this week’s Talking Wealth podcast, Janine compares her favourite Australian banks to reveal how much you can make from holding bank shares in 2024. She shares information on the price history of the big four banks to determine the potential for growth and reveals which banks are likely to be trading at new all-time highs in the coming years. We…

1
Exploring Non-Recourse Mortgages for IRA-Owned Properties With Gary Mobbs from SouthStar Bank 26:23

29d ago26:23

26:23

Investing in real estate through Individual Retirement Accounts (IRAs) has become increasingly popular among savvy investors seeking to diversify their retirement portfolios.However, when it comes to financing these investments, traditional mortgages may not be an option due to IRS regulations. Non-recourse mortgages offer a potential solution, all…

1
Episode 95: My Own Personal Money Scarcity 35:21

1M ago35:21

35:21

This week’s episode is a really personal one where I share how recently, a lot of money scarcity has been coming up in my life and how I’ve been working through it. Its really a raw episode, me talking while I'm in the thick of it, with minimal editing. (mostly to take out long pauses) Please subscribe and leave a review on your favorite Podcasting…

1
Cheap Precious Metals and Copper Mining Stocks to Buy 1:05:48

1M ago1:05:48

1:05:48

In tonight’s Australian Stock Market Show, Dale, Janine and Filip share their thoughts on the best cheap precious metals and copper mining stocks to buy. Wealth Within: https://www.wealthwithin.com.au Talking Wealth TV: https://www.talkingwealth.com Australian Stock Market Show (Live 7-8pm every Tuesday night): https://www.youtube.com/@WealthWithin…

1
#486 Investing Strategies For Small Business Owners 38:42

1M ago38:42

38:42

In this episode of the Main Street Business Podcast, host Mark J Kohler and Mat Sorensen guide small business owners through the journey of building wealth. They delve into the unique characteristics of investing as a business owner and lay out a multi-phase roadmap for financial success. Here's what you can expect: A comprehensive look at the fina…

1
A Behind the Scenes Interview with a Talented Trader and Broker 1:05:38

1M ago1:05:38

1:05:38

In this week’s Talking Wealth podcast, Fil interviews a very talented trader and broker uncovering his personal journey from novice to professional trader. We also discuss Zorans life as a broker and see from a broker's perspective the main reasons why many traders fail, and what separates the winners from the losers. Wealth Within: https://www.wea…

1
#485 10 Capital Gains Tax Strategies that Keep More Money in Your Pocket 20:37

1M ago20:37

20:37

In this episode of the Main Street Business Podcast, host Mark J Kohler unpacks and breaks down the best ways to tackle Capital Gains tax. He maps out ten helpful strategies that can give you the edge you need to offset Capital Gains and save thousands of dollars. Here's what you can expect: An in-depth view of ten powerful strategies aimed at navi…

1
Investing Tips for Beginners: Income and Growth 34:12

1M ago34:12

34:12

In this week’s Talking Wealth Podcast, Janine provides five tips for beginners when selecting the best ASX stocks to generate income and growth. She also gives you three steps to follow to get you started, so that you are better prepared to select the right stocks for your portfolio type. Wealth Within: https://www.wealthwithin.com.au Talking Wealt…

1
Episode 94: Adding International Index Funds to Diversify Your Investment Portfolio 13:15

1M ago13:15

13:15

There are those who believe that investing in the United States stock market is all the diversification you need for your stock portfolio. Some even limit themselves to the S&P 500 Index fund while other go with the total US stock market. This week’s episode talks about adding international stock exposure to your portfolio. Please subscribe and lea…

1
10 Top ASX Stocks to Buy that Outperform Interest Rates 1:02:33

1M ago1:02:33

1:02:33

In tonight’s Australian Stock Market Show, Dale, Janine and Filip discuss the top 10 ASX stocks to buy that will outperform interest rates. Wealth Within: https://www.wealthwithin.com.au Talking Wealth TV: https://www.talkingwealth.com Australian Stock Market Show (Live 7-8pm every Tuesday night): https://www.youtube.com/@WealthWithin…

1
#484 How to Build a Passive Income Empire (3 Step Formula) 25:01

1M ago25:01

25:01

In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen share their insights on building a passive income empire. They lay out a three-step formula, backed by their years of experience as tax attorneys, to help you achieve financial freedom. Here's what you can expect: A discussion on the importance of having a sid…

1
#483 How to Maximize Your Rental Property Returns w/ Dolph De Roos 32:00

1M ago32:00

32:00

In this episode of the Main Street Business Podcast, Mark J Kohler welcomes Dolf De Roos, a globally recognized real estate investor and best-selling author. They delve into the intricacies of real estate investing and the potential it holds for significant returns. Here's what you can look forward to in this episode: Dolf shares his journey from b…

1
US Presidential Cycles and the All-Ordinaries Index 48:09

1M ago48:09

48:09

In this week’s Talking Wealth Podcast, Dale and Fil take a deep dive into the relationship between the US presidential elections and the All-Ordinaries Index. They analyse how presidential cycles influence our market and provide statistics to show how you can use this analysis to understand the future direction of our market. Wealth Within: https:/…

1
Episode 93: 2023 Tax Update 12:42

2M ago12:42

12:42

In this episode, I review updates with filing taxes for 2023 as well as discussing different tools and help offered by the IRS to get your taxes done. The standard deduction for 2023 is $13,850 for single or married filing separately and $27,700 for a married couple filing jointly. To create an account to pay your taxes online or set up a payment p…

1
5 Top Energy Stocks to Buy to Retire Early: WDS, ORG, MEZ 1:04:30

1M ago1:04:30

1:04:30

In tonight’s Australian Stock Market Show, Dale, Janine and Filip share their view on the top 5 energy stocks to buy to retire early.

1
#482 How Much Money You Should Have In Your Retirement Account (By Age) 24:46

2M ago24:46

24:46

In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen provide a guide to securing a sound retirement plan. They engage in a highly informative conversation, offering step-by-step strategies to help you reach your financial goals. Here's what you can look forward to: An analysis of how much you should be saving ba…

1
Maximillian Pace discusses using algorithms for Bitcoin Trading and the halving of Bitcoin 25:44

2M ago25:44

25:44

Animus Technologies CEO Maximillian Pace discusses their approach to Bitcoin trading using their custom algorithm and explains the upcoming halving of Bitcoin plus their flexible account process. For more info email peter@checkbookira.com

Podcasts Worth a Listen

Self Directed Retirement Account Podcasts

Podcasts Worth a Listen

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