#628 How we Stopped the Bank from Taking our Clients Assets episode artwork

EPISODE · Jul 24, 2026 · 22 MIN

#628 How we Stopped the Bank from Taking our Clients Assets

from Main Street Business · host Mark J Kohler and Mat Sorensen

Proper asset protection planning can make all the difference when a creditor, bank, or judgment puts your assets at risk.In this episode, Mat Sorensen and Mark J. Kohler share the full story of how planning completed in advance helped protect a KKOS Lawyers client from losing valuable assets. They also explain why asset protection works best before a legal or financial problem arises.Listen to the full episode to learn how the right tax, business, and legal strategies can work together to protect what you have built.Limited-Time Offer: New clients can save $200 on a Comprehensive Tax & Business Consultation with KKOS Lawyers.Book a call with our Client Advisor Team to get started:Book a Call HereReady to Take the Next Step?Work With Mat & Mark’s Law FirmGet 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 RetirementWant 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 ResourcesMat Sorensen’s Optimal Order of Investing GuideLearn 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 GuideDiscover practical tax strategies and planning opportunities every business owner and investor should know.[Download the Free Guide]Get More From Mat & MarkWatch on YouTubeTax strategies, business planning, investing, asset protection, and more.[Visit the YouTube Channel...

Episode metadata supplied by the publisher feed · Published Jul 24, 2026

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Proper asset protection planning can make all the difference when a creditor, bank, or judgment puts your assets at risk. In this episode, Mat Sorensen and Mark J. Kohler share the full story of how planning completed in advance helped protect a KKOS Lawyers client from losing valuable assets. They also explain why asset protection works best before a legal or financial problem arises. Listen to the full episode to learn how the right tax, business, and legal strategies can work together to p...

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#628 How we Stopped the Bank from Taking our Clients Assets

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