Join Mark and Mat as they discuss the exciting and misunderstood topic of Wills and Trusts. What CAN you really do to plan your estate and get creative? Listen to Mark and Mat as they share stories and examples of some of their most creative plans they have ever created. ALSO, they will be hosting regular Open Forum Questions!! A Show that is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then I will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. I NEED and WANT your INPUT and Feedback. I'll do my best to answer your questions, and if I don't have the answer for you, I will find it. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.
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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.
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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.
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Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
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Tax strategies, business planning, investing, asset protection, and more.
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