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Main Street Business
Main Street Business episodes
- #643 The Problem Property Matrix Part 2; The Analytics
Work With Mat & Mark’s Law Firm KKOS Lawyers. [Book a Call with KKOS Lawyers]
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]Free Resources
Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]Get More From Mat & Mark
Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...24 min - #642 The Problem Property Matrix Ep.1
Work With Mat & Mark’s Law Firm KKOS Lawyers. [Book a Call with KKOS Lawyers]
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]Free Resources
Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]Get More From Mat & Mark
Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...18 min - #641 You Can Save Up To 72,000 In 2026 Using A Solo 401k
Until October 26th you can book with an attorney at my law firm KKOS Lawyers and get your Solo 401(k) done at our lowest price ever (Up to $200 Off).. Book A Call Here!
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]Free Resources
Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]Get More From Mat & Mark
Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...14 min - #640 7-Legal Documents You Need Before You Die
Dont die without a trust.. Book a call with our Law Firm KKOS Lawyers and get your Estate Plan squared away before it's your kids problem. Book a Call Here!
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]Free Resources
Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]Get More From Mat & Mark
Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...23 min - #639 Should You Put Your Spouse On Payroll
Set up a Free 15-Minute Client Advisor Call and get booked at my law firm KKOS Lawyers. With a Comprehensive Tax and Business Consult my attorneys can help you have a tactical plan to put your spouse on payroll when the time is right and get your business, assets and trust in order.
Mark breaks down when paying your spouse from the business creates real tax savings and when it just adds payroll taxes and paperwork. We walk through the classification rules, the S corporation math, and the two scenarios where spousal pay can unlock powerful benefits for your family.• deciding whether a spouse is a co-owner, employee, board member, or subcontractor
• understanding material participation and when wages are required
• avoiding payroll done only to “manufacture” a deduction
• why paying for Social Security credits is usually a bad move
• using S corp W-2 wages to manage FICA and keep compensation reasonable
• adding a spouse to payroll to increase 401k and Roth 401k contributions
• using a spouse support-company setup and an HRA to deduct family medical expenses
• doing the math before adding complexity, filings, and payroll costReady to Take the Next Step?
Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]Free Resources
Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]Get More From Mat & Mark
Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...25 min - #638 What is a Backdoor Roth and How do you fund it
Does your situation require a backdoor roth? KKOS Lawyers can help you evaluate the tax and legal strategy behind your retirement plan, while Directed IRA can help you establish and manage the self directed retirement accounts needed to execute it.
Talk with KKOS Lawyers: Book a Free Client Advisor Call
Learn more about Self Directed IRAs with Directed IRA: Book a Free Client Account CallReady to Take the Next Step?
Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]Free Resources
Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]Get More From Mat & Mark
Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...14 min - #637 Roth Conversions: How much to convert
Ready to put your Roth conversion strategy into action? KKOS Lawyers can help you evaluate the tax and legal strategy behind your retirement plan, while Directed IRA can help you establish and manage the self directed retirement accounts needed to execute it.
Talk with KKOS Lawyers: Book a Free Client Advisor Call
Learn more about Self Directed IRAs with Directed IRA: Book a Free Client Account CallReady to Take the Next Step?
Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]Free Resources
Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]Get More From Mat & Mark
Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...16 min - #636 Building Wealth Through Alternative Assets with Yvette Spillman
Ready to make sure your tax, business, and wealth-building strategies are actually working together? Schedule a Comprehensive Tax and Business Consult with a KKOS attorney to review your current structure - Book a Call Here..
On this special episode of the Main Street Business Podcast, host Mat Sorensen sits down with Yvette Spillman, advisor, entrepreneur, and Founder & CEO of National Retirement Institute (NRI), to discuss how business owners and investors can think beyond traditional stock market investing when building and protecting wealth.
Yvette shares her approach to working with clients who are heavily concentrated in traditional investments and want to explore alternative assets, tax strategies, and self-directed retirement accounts. The conversation covers how to evaluate different assets based on your personal goals, whether you're focused on growth, income, retirement, or a combination of all three.
They also discuss:
- Why many investors may be less diversified than they think
- How self-directed IRAs can provide access to alternative investments
- Using real estate, oil and gas, and other tangible assets as part of a broader wealth strategy
- The difference between investing for growth versus creating an income stream
- How business owners and entrepreneurs can be particularly well suited for self-directed investing
- Tax planning strategies involving real estate, oil and gas, Solo 401(k)s, and proper entity structuring
- A real-world case study of a business owner who was paying significant taxes and restructured his investments and retirement strategy
- The importance of understanding a client's goals before recommending investments
This episode is a practical conversation about looking beyond the traditional investment playbook and building a wealth strategy around your individual goals, risk, income needs, and tax situation.
Yvette invites listeners to attend the Sonic Boom Summit in Temecula, California, taking place September 28–30. The three-day event features education for business owners and investors, with Mat Sorensen and Mark J. Koehler among the featured educators, along with other experts in the tax, business, and wealth-building space.
Learn more at SonicBoomSummit.com.
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]Free Resources
Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]Get More From Mat & Mark
Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...19 min - #635 Top 10 Crypto Tax-Strategies for 2026
Need to make sure your strategies are working? Book a Comprehensive Tax and Business Consult with Mat and Marks Law firm KKOS Lawyers - Book a Call Here..
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]Free Resources
Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]Get More From Mat & Mark
Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...30 min - #634 Revocable Vs Irrevocable Trusts - What You Need to Know
Estate planning isn’t just about what happens when you die, it’s about protecting your family, assets, and wishes along the way. Book a call with Mark and Mat’s law firm, KKOS Lawyers, to start your estate plan.
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]Free Resources
Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]Get More From Mat & Mark
Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...29 min
About Main Street Business
From the publisher's feed
The Main Street Business Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the go-to resource for entrepreneurs, investors, and business owners who want to build, protect,…
and manage their wealth. Each episode explores real-world scenarios and offers practical advice on business structuring, tax planning, side hustles, real estate, self-directed retirement accounts, and more.
With decades of combined legal and tax experience Mark and Mat make complex financial topics understandable through charismatic discussions and practical education. Their goal is to empower listeners to make smarter legal and financial decisions by turning advanced concepts into clear, actionable strategies for LLCs, corporations, estate planning, tax reduction, raising capital, asset protection, and retirement planning.
Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.
Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler.