Main Street Business

Ready to make sure your tax, business, and wealth-building strategies are actually working together? Schedule a Comprehensive Tax and Business Consult with a KKOS attorney to review your current structure - Book a Call Here..

On this special episode of the Main Street Business Podcast, host Mat Sorensen sits down with Yvette Spillman, advisor, entrepreneur, and Founder & CEO of National Retirement Institute (NRI), to discuss how business owners and investors can think beyond traditional stock market investing when building and protecting wealth.
Yvette shares her approach to working with clients who are heavily concentrated in traditional investments and want to explore alternative assets, tax strategies, and self-directed retirement accounts. The conversation covers how to evaluate different assets based on your personal goals, whether you're focused on growth, income, retirement, or a combination of all three.
They also discuss:
Why many investors may be less diversified than they think
How self-directed IRAs can provide access to alternative investments
Using real estate, oil and gas, and other tangible assets as part of a broader wealth strategy
The difference between investing for growth versus creating an income stream
How business owners and entrepreneurs can be particularly well suited for self-directed investing
Tax planning strategies involving real estate, oil and gas, Solo 401(k)s, and proper entity structuring
A real-world case study of a business owner who was paying significant taxes and restructured his investments and retirement strategy
The importance of understanding a client's goals before recommending investments
This episode is a practical conversation about looking beyond the traditional investment playbook and building a wealth strategy around your individual goals, risk, income needs, and tax situation.
Yvette invites listeners to attend the Sonic Boom Summit in Temecula, California, taking place September 28–30. The three-day event features education for business owners and investors, with Mat Sorensen and Mark J. Koehler among the featured educators, along with other experts in the tax, business, and wealth-building space.
Learn more at SonicBoomSummit.com.
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]
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.
[Learn More About Directed IRA]
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.
[Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

Need to make sure your strategies are working? Book a Comprehensive Tax and Business Consult with Mat and Marks Law firm KKOS Lawyers - Book a Call Here..
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]
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.
[Learn More About Directed IRA]
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.
[Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

Estate planning isn’t just about what happens when you die, it’s about protecting your family, assets, and wishes along the way. Book a call with Mark and Mat’s law firm, KKOS Lawyers, to start your estate plan. 
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]
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.
[Learn More About Directed IRA]
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.
[Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

Need help executing a Backdoor Roth IRA? Book a FREE call with my team at Directed IRA where they walk you through every step of the way!: Book a Call Here
Want checkbook control over your self-directed IRA investments? Book a call with Mark and Mat’s law firm, KKOS Lawyers, to discuss setting up an IRA/LLC correctly.
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]
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.
[Learn More About Directed IRA]
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.
[Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

Before your next real estate investment, start with my law firm, KKOS Lawyers.

Our Comprehensive Tax & Business Consult helps you make sure the deal fits into the right tax, entity, and asset protection strategy before you buy. - https://hubs.ly/Q04t0Vn00

In this episode, Mark J. Kohler sits down with Kathy Fettke, co-founder of RealWealth and host of The Real Wealth Show, to talk about what smart investors should actually be watching in today’s market.

They break down the proposed restrictions on institutional homebuyers, why reacting to headlines can leave investors behind, and the key indicator RealWealth looks for before entering a market: job growth.

Kathy also shares how her team identified opportunity in Sherman, Texas, why the housing challenge is increasingly about renters, and how investors should think differently about active versus passive real estate.

Key takeaways from this episode:
Why fear in the market almost always means better deals are available
- The truth behind the new bill capping institutional home purchases and why it's more political than practical
- Why relying on headlines (or AI summaries) means you're investing on old, already-priced-in data
- RealWealth's #1 rule for picking a market: follow the jobs
- How Kathy's team spotted the CHIPS Act opportunity in Sherman, TX before anyone else moved
- Why the real housing shortage today is a renter problem, not a buyer problem
- The difference between active real estate (flipping) and passive real estate (buy-and-hold) — and why confusing the two costs people money
- Why managing your property manager beats trying to manage the property yourself

Kathy also shares how to get started with RealWealth's free resources, including property tours, weekly market webinars, and her book Retire Rich with Rentals. This episode is a must-watch for anyone who's been sitting on the sidelines waiting for the "right time" to invest or who's been burned trying to time the market off the news cycle.
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]
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.
[Learn More About Directed IRA]
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.
[Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...