Recorded live at the Alt Asset Summit in Phoenix, this episode of the Main Street Business Podcast brings you a high-energy, audience-fueled breakdown of the Top 10 Due Diligence Must-Dos Before You Put Money Anywhere.
Join hosts Mark J. Kohler and Mat Sorensen as they share stories from the trenches of asset protection, investing mistakes, client war stories, and lessons from 10,000+ hours advising entrepreneurs, investors, and small business owners. From understanding what you’re investing in, to the dangers of pressure tactics, to CRUTs and crypto, to structuring a Solo 401(k) the right way—they cover it all.
What You’ll Learn:
- The #1 rule Warren Buffett follows—and why you should too
- Why “I don’t buy hype, I sell it” could save your portfolio
- Legal pitfalls of raising money and kickback commissions
- How to use a CRUT (Charitable Remainder Unitrust) for crypto gains
- Real client horror stories involving napkin contracts and pressure to invest
- Solo 401(k) strategy stacking and the Side Door 401(k)
- The difference between building wealth and preserving it
- Why saying “No” is a power move for every investor
Plus: Live Q&A with audience members on Roth contributions, estate planning, and real-world investing scenarios.
