#636 Building Wealth Through Alternative Assets with Yvette Spillman

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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.

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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.
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Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
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