Education
Mark J Kohler
YouTube Channel
Helping you with your small business, taxes, and all things finance
Mat Sorensen
YouTube Channel
Take control of your retirement
Podcasts and Websites
Articles
Estate Planning Basics: What to Put in Place Before It’s Too Late
Estate planning basics apply to everyone, not just high-net-worth families. This guide explains how probate avoidance, privacy, and smart inheritance planning work together to protect your assets and your loved ones before it’s too late.
Estate Planning 101: The Essential Documents Everyone Should Have
Understand the legal documents that protect your family, your assets, and your wishes—before a crisis forces decisions out of your hands.
Top Asset Protection Strategies for 2026
Check out the recording and download the slides from our recent webinar – Top Asset Protection Strategies for 2026..
Free E-book Downloads
The 10 Best Tax-Saving Secrets
by Mark J Kohler
My message is much more than just saving TAXES!!
Make a plan. Start NOW saving more on your tax returns.
The Optimal Order of Investing
BY MAT SORENSEN
Start building your wealth today—download our comprehensive guide to mastering the optimal order of investing and take control of your financial future!
