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The Refresh Your Wealth Show

Refresh Your Wealth Show

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Mark J. Kohler, CPA and attorney, and Mat Sornesen, attorney and SDIRA expert, cover the tax, legal, business and investing topics that are essential for the business owner, investor and entrepreneur. They have a knack for explaining important and complex topics in an engaging and entertaining way. Their mission is to help their listeners save on taxes, protect their assets and better live the AMERICAN DREAM! Send your questions to jason@markjkohler.com and it might get answered on our next Podcast show!

On-Demand Episodes

Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog... more

Private lending with your personal money or retirement account can be extremely profitable, but also comes with risks simply in procedures and checklists. Mark and Mat talk about how to borrow and how to lend wisely and carefully from a... more

Understand when a Joint Venture Agreement is the best strategy compared to a Limited Liability Company. They are completely different and have pros and cons. Also, Mark and Mat lay out their weekly tax and legal tips in a fun interesting... more

Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog... more

Over 50 Million Americans now have a 'Side Gig' or 'Side Hustle'. Mark and Mat give important tax and legal tips for those with a side business and how to approach it with your boss, your legal structure and your tax planning. More... more

Join Mark and Mat for their weekly legal and tax tips, and also an interview with Spencer Taylor, Director of Operations at Millcreek Commercial Properties. Learn important insights and differences between residential and commercial real... more

Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog... more

Join Mark and Mat for their regular tax and legal tips and an indepth discussion about 'Business Continuation Plans'. Why you need one and How to implement them. When are they binding and how do you plan for the succession of your... more

Join Mark and Mat as they discuss the SBA loan strategy with their special guest, Jonathan Morris. Jonathan goes into great detail about what SBA loans you should use and what to expect. Learn more about Jonathan and his business at... more

Join Mark and Mat as they welcome special guest, Attorney Deven Munns, specializing in the Opportunity Zone tax strategy. If you have capital gains from stock, real estate or even a business sale, the Opportunity Zone may be the... more

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