Directed IRA Podcast
The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company (directedira.com), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades. Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler. Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.
Episodes
To establish an IRA/LLC, schedule a call with our team at Directed IRA to get started!: https://directedira.com/ira-llc/
Get a consult with a tax attorney at KKOS Lawyers to see if an IRA/LLC is right for your situation: https://kkoslawyers.com/services/irallc/
One of the most common questions we receive from self-directed investors is: Do I need an IRA LLC?
The answer depends entirely on what you’re investing in and how...
To begin investing in real estate, small business, crypto, precious metals, & other alternative assets with a self-directed IRA: https://directedira.com/appointment/
In this episode, I break down self-directed IRAs and how investors can use retirement funds to build wealth beyond traditional stocks and mutual funds. You’ll learn the basics of SDIRAs, the types of alternative assets you can invest in, key IRS rules to avoid...
To begin investing in real estate with a self-directed IRA, schedule a call with our team at Directed IRA: https://directedira.com/appointment/
In this special episode of the Directed IRA Podcast, we had Nate Hare (Vice President at Directed IRA) walk through the step-by-step process of buying real estate inside a self-directed IRA. This episode covers how self-directed IRAs work, funding your account, purchasing property corr...
To open a self-directed Roth IRA, book a call with our team at https://directedira.com/roth-ira-account/
To open a self-directed HSA? Book a call with our team at https://directedira.com/hsa-accounts/
On today's episode of the Directed IRA Podcast, Mat and Mark step into the ring for a debate over two of the most powerful tax-advantaged accounts for building wealth: the Roth IRA vs. the HSA. Throughout the episode, they go punch-for-...
Download our getting started guide to learn more about IRA LLCs: https://directedira.com/beginners-guide-ira-llc/
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the Self-Directed IRA LLC, also known as the “Checkbook IRA LLC,” and explain how investors use it to buy real estate and alternative assets with greater control and flexibility.
They cover how the structure works, what you...
Download our getting started guide to investing in real estate with your IRA here: https://directedira.com/beginners-guide-investing-in-real-estate-with-your-ira/
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down how to invest in real estate using your IRA, Roth IRA, 401(k), or HSA.
They explain how self-directed accounts allow you to buy rental properties, invest in syndications, and bui...
To get started download our getting started guide: https://directedira.com/beginners-guide/
For questions or to open an account book a call with an IRA specalist here: https://directedira.com/appointment
In this episode, Mat Sorensen and Mark J. Kohler record live from the Self-Directed IRA Summit and take a “show and tell” approach to real investments from their own self-directed retirement accounts.
They hig...
For questions or to get started self-directing book a call with an IRA specalist at Directed IRA here: https://directedira.com/appointment/
Schedule a consultation with KKOS Lawyers to structure your entities, optimize your tax strategy, and ensure your investments are properly protected: https://meetings.hubspot.com/kkos-lawyers/15-minute-client-advisor-interview
In this episode, Mat Sorensen and Mark J. Kohler break down one of the...
Download our Beginner’s Guide to Transfers and Rollovers: https://directedira.com/beginners-guide-transfers-rollovers/
Have you ever wondered how to fund an IRA? Do you have money in an old 401(k) that you want to move into an IRA?
In this episode, Mat Sorensen and Mark Kohler break down what it actually takes to move money into your account, and why this step can be easier or more frustrating than people expect.
They cover the ...
Visit Bridger's website: https://www.bridgerpennington.com/
On this episode, Mat Sorensen is joined by Bridger Pennington, founder of Fund Launch, to walk through how investors can actually find, evaluate, and invest in private funds.
They begin by establishing the role private funds play in today’s market and why capital continues to shift toward private assets, before turning to how investors are gaining access, including thr...
In this special "Breaking News" episode of the Directed IRA Podcast, Mat breaks down new guidance from the Department of Labor that could expand 401(k) access to alternative investments like private equity, real estate funds, and crypto.
Mat explains why alternatives have largely been excluded—fiduciary liability under ERISA—and how the proposed rule shifts the focus to a prudent, process-based standard centered on risk-...
What is a self-directed IRA, and how does it actually work?
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the most foundational concepts in self-directed investing. If you have ever felt limited by traditional retirement accounts or wondered if you can invest your IRA in assets outside of Wall Street, this episode is for you.
As part of our Self-Directing 101 series, this conv...
Self-directed IRAs allow investors to go beyond traditional markets, but using them properly requires understanding the rules, structure, and process involved.
In this live session, Directed IRA Vice President of Sales Nate Hare, along with co-host Daniel Tercey, start with a brief overview of how self-directed IRAs work before opening the discussion to a live Q&A.
This format gives attendees the opportunity to as...
What if your retirement account could invest in anything you believe in?
Welcome to Directed IRA's new podcast series, Self-Directing 101. In this series, Mat and Mark will be covering everything you need to know to get started when it comes to self-directed investing.
Today's Episode: The 5 Golden Rules of Self-Directing
From finding your own deals to avoiding costly mistakes, Mat and Mark cover what act...
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down how investors can use a self-directed IRA, HSA, or solo 401(k) to invest in real estate and private lending. They cover the core strategies—rental properties, flips, land deals, and hard money loans—and explain how these accounts can be used to build wealth in a tax-advantaged way.
Mat and Mark also share real-world examples from thei...
After every major run-up comes a correction – and after every correction, serious investors ask the same question:
What should I be doing now?
Directed IRA founder Mat Sorensen will host Tillman Holloway, Founder & CEO of Arch Public, and Arch Public co-founder Andrew Parish for a practical conversation on the current state of crypto markets and how disciplined investors are thinking about portfolio position...
If you’re looking to generate passive income and steady returns from your retirement account, this is a strategy you need to understand.
Join Directed IRA’s VP of Sales, Nate Hare, along with co-host Daniel Tercey, for a live training on Private Lending in a Self-Directed IRA.
Private money lending has become one of the most popular strategies among self-directed investors, but it must be structured correc...
If you’re self-employed and want to put more money away for retirement, the Solo 401(k) is one of the most powerful tools available, but the rules and deadlines matter.
In this live webinar, Mat Sorensen will walk through the Solo 401(k) basics, including who qualifies, how it’s set up, and the special strategies that make it so effective compared to IRAs and SEP IRAs. He’ll also cover the key 2025 contribu...
Have questions about self-directed IRAs or alternative investing?
In this live, open forum webinar, we answer some of the most common questions people have when starting their self-directing journey, with clear, practical answers.
Our Senior Account Executive and Relationship Manager, Daniel Tercey, will cover topics such as:
• Common self-directed IRA questions from investors
• Investing in real estate, priva...
Read more about Trump Accounts Here: https://matsorensen.com/trump-retirement-accounts-explained/
If you have kids under age 18, this episode could change how you think about their financial future.
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler dive deep into Trump accounts, a brand-new savings vehicle launching in 2026. Mat explains why he believes Trump accounts can be a powerful long-term wea...
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