#486 Investing Strategies For Small Business Owners
Main Street Business
Mark J Kohler and Mat Sorensen
4.8 • 584 Ratings
🗓️ 19 March 2024
⏱️ 39 minutes
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| 0:00.0 | Welcome back, everybody, to another episode of the Main Street Business Podcast with yours, |
| 0:07.6 | Truly Mark Kohler. I'm here with the incredible Matt Sorensen, my partner in crime, helping |
| 0:11.6 | small business owners all over America. Well, if you're a small business owner, you are in the |
| 0:15.3 | right place today because we're going to talk about the unique characteristics of how you invest |
| 0:19.1 | your money as a business owner, which is very different than other profiles of investors. As a small business owner, you're unique, |
| 0:25.8 | and we've got the steps you need to take. We are both tax attorneys, bestselling authors, |
| 0:29.8 | and business owners ourselves. And our team is helping hundreds of clients around the country |
| 0:34.4 | every day learn how to build wealth and protect it. |
| 0:39.3 | Now, our strategies are going to highlight the optimal steps to take as a business owner |
| 0:42.9 | based on the phase you're in and where you go next to get the best tax savings, wealth |
| 0:48.9 | building, and protection. |
| 0:50.3 | Now, there's a lot of misinformation out there. |
| 0:51.9 | In fact, there's too much information out there about how you should invest. |
| 0:54.7 | But it's unique and specific for business owners. That's what we're going to be talking about and going through the logical order of how you should be doing it. |
| 1:01.7 | So you're building lasting wealth. Well, let's jump right into it. And our roadmap for today's podcast and what we're going to be really talking about with your roadmap to building |
| 1:10.9 | wealth is a diagram I had come to me in a vision when I wrote the book the business owner's |
| 1:18.4 | guide to financial freedom what Wall Street isn't telling you now this title was chosen very very |
| 1:23.4 | carefully and it's really that the foundation of today's podcast is that as a business owner, |
| 1:29.7 | the information you need is different. And Wall Street is really geared towards this W-2 wage earner |
| 1:35.8 | with a 401k and they don't make money off you as a business owner in your unique strategies. |
| 1:42.0 | And so this book was really to you as a guide. |
| 1:45.4 | And on page 80, if you have the book, and you can pick it up, of course, on Amazon, leave a five-star review, please. Is that my inside, boys? That's okay. But we have a diet. Today's podcast brought to you by Mark J. Kohler. Yeah, that's right. That's great. This is an awesome book, guys. And this is part of what we're going to be talking about today in, you know, as we get into all this content. |
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