325: Due Diligence Top Ten List When Investing

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

🗓️ 4 February 2021

⏱️ 84 minutes

🔗️ Recording | iTunes | RSS

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Summary

Mark and Mat go over the top ten items you should consider when making an investment. Whether using a self-directed IRA or other funds, these ten items or more (we may go over ten) are critical to consider when investing in real estate, a private company, a private fund, or when loaning money to someone else. Learn more at MainStreetbusiness.com or https://directedira.com/podcast/ This was a co-production between https://directedira.com/podcast/ and MainStreetBusiness.com Grab my ...

Transcript

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0:00.0	Welcome, everyone to this week's special episode, which is a co-production of the Main Street Business Podcast and the directed IRA podcast.
0:14.9	We have the co-hosts of that show, yours truly, Matt Sorensen, along with the guy who started it all really Mark Day Kohler
0:23.2	well thank you Mr. Swanson and this topic is so important we have to do a co-production we had to
0:31.5	make sure that this topic was like it really should be on both podcasts and this wasn't Matt
0:37.1	and Mark being lazy about doing two different podcasts and trying to get a two for one.
0:40.8	That just happens to be a benefit.
0:42.9	That just happens to be a work.
0:45.1	Ironically.
0:45.8	Yeah.
0:46.6	There's that that was not even a thought.
0:50.3	It wasn't even part of it.
0:52.6	I can assure you.
0:55.3	So, thanks everybody.
0:57.3	Yeah, you might be never even heard of Main Street Business Podcast.
1:01.2	That is our separate podcast.
1:02.5	That's all about small business, Main Street America, side hustle, big business, small
1:08.1	business, but entrepreneurs.
1:10.3	We love that, saving money, making money,
1:11.9	protecting it. If you haven't heard of the directed IRA podcast, that is our podcast,
1:16.8	separately dedicated to investing your retirement accounts. SEP, Simple, Coverdale, IRAs, 401k,
1:22.1	Roth, all the above, and taking control of your retirement accounts and anything related to that.
1:28.0	But today's theme, Matt, someone who's written on this, you're passionate about this.
	...

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