#599 Top 10 Due Diligence List: How Smart Investors Protect Their Money

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.
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...