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Content provided by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Self-Directed IRAs: An Interview with Mat Sorensen
Manage episode 305031920 series 2945614
Content provided by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Mat Sorensen, an attorney and the CEO of Directed IRA, joins us on this week's show to discuss how IRA funds can be used to make investments beyond traditional securities. This week's show explores a broader investment universe through a lesser known structure.
You can learn more about Mat Sorensen and Self-Directed IRAs here on his website.
Send your questions for the show to checkyourbalances@outlook.com to receive a CYB mug!
190 episodes
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Manage episode 305031920 series 2945614
Content provided by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Mat Sorensen, an attorney and the CEO of Directed IRA, joins us on this week's show to discuss how IRA funds can be used to make investments beyond traditional securities. This week's show explores a broader investment universe through a lesser known structure.
You can learn more about Mat Sorensen and Self-Directed IRAs here on his website.
Send your questions for the show to checkyourbalances@outlook.com to receive a CYB mug!
190 episodes
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