252: Private Lending: Making Loans and Borrowing Tips

Main Street Business

Mark J Kohler and Mat Sorensen

Tax Reform, Entrepreneurship, Business, Irs Updates, Tax Tips, Legal Compliance, Business Structure, Tax Prep, Accounting, Tax Strategies, Management, Financial Reporting, Estate Planning

2.4 • 584 Ratings

🗓️ 12 July 2019

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

Private lending with your personal money or retirement account can be extremely profitable, but also comes with risks simply in procedures and checklists. Mark and Mat talk about how to borrow and how to lend wisely and carefully from a legal point of view. For more information and episodes visit: https://refreshyourwealth.com/ Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For Small Busin...

Transcript

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0:00.0	Broadcasting worldwide on Internet Radio.
0:07.0	Refreshing takes on legal strategies.
0:10.0	Straightforward answers to difficult tax questions.
0:13.0	Independent ideas on building wealth.
0:16.0	It's the Refresher Wealth Show with Mark Kohler and Matt Sorenson.
0:19.0	Get your free copy of Mark and Matt's ebooks and sign up for their weekly free newsletter with important tax deadlines and articles at refresh your wealth.com.
0:28.7	Now, here's Mark and Matt.
0:54.7	Yeah. Welcome, everybody to today's episode of Refresh Your Wealth with yours, truly Mark Kohler, my amazing co-host Matt Sorensen, coming to you in the beautiful summertime and hoping that some of you are catching this on a vacation route somewhere,
1:01.9	driving in your car truck, RV, maybe just catching a little, catching up on your podcast.
1:08.3	How's that sound, Matt?
1:09.0	Is that that's enticing enough, right?
1:11.6	Yeah. I mean, maybe you're in the hurt locker working out, you know, running on the treadmill,
1:17.1	suffering, whatever, you know, however we're a part of your day, we just appreciate it.
1:22.1	Getting ready for that Labor Day marathon that you're on your, and why be on a treadmill in the summer?
1:28.6	You should be out running.
1:29.8	You live in Arizona and it's an oven outside.
1:33.8	When you say you're going at the summertime, I was like, it's the opposite here.
1:38.8	For those listening, we appreciate you being with us.
1:43.4	If you're new, this shows about you know
1:45.7	helping you save on taxes protect your assets living the american dream and mark and i are both
1:50.6	attorneys and mark cpa i run a self-directed IRA trust company and uh we just feel like we're in the
1:57.4	trenches of the small business owner those Those of you entrepreneurs out there,
	...

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