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
How can you maximize your retirement savings by strategically using a 401(k), Roth IRA, and Solo 401(k)? In this episode of the Directed IRA Podcast, Mat S...
Download our free guide to Self-Directing an IRA to learn the basics of self-directed investing, explore your alternative investment options, and understand how a self-directed IRA can be a long-term wealth-building strategy. Whether you're interested in real estate, private lending, startups, or other alternative assets, this guide will help you understand how to get started.
In this episode of the Directed IRA Podcast, Mat Sorense...
If you’re ready to invest in venture or a startup with your IRA, book a call with Directed IRA today to learn more!: https://directedira.com/appointment/
Tell USVC about your situation and their team will follow up individually with the right path: https://usvc.com/ira
In this special episode of the Directed IRA Podcast, host Mat Sorensen, CEO of Directed IRA, sits down with Ankur Nagpal, General Partner at USVC by Ange...
Get the FREE BEGINNER'S GUIDE to self-directing an IRA and learn how to put your Roth dollars into real estate, private funds, startups, and crypto!
Ready to build your tax-free bucket the right way — BOOK A FREE CALL with DirectedIRA and get the Roth IRA or Roth 401(k) accounts you need set up today!
Roth IRAs and Roth 401(k)s share a first name and the same tax-free growth, but almost every rule that governs ...
If you're ready to explore investing your retirement savings outside of traditional Wall Street investments, a Self-Directed IRA may be an option worth considering.
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the ROBS (Rollover as Business Startups) strategy and compare it to...
Take control of your retirement strategy.BOOK A FREE CALL with Directed IRA and learn how to put your IRA to work beyond Wall Street!
In this episode of the Directed IRA Podcast, host Mat Sorensen sits down with Kris Kjolberg, Managing Director & Head of Capital Strategy at Pravati Capital, to break down litigation finance—a growing alternative asset class that many investors may not be fa...
Tired of paying more to the IRS on your investment gains? A self-directed IRA can help you take advantage of tax-advantaged investing while giving you more control over where your retirement dollars go. Book a free 15-minute call with Directed IRA to learn more and get started
In this episode of the Directed IRA Podcast, Mark and Mat Sorensen break down the Rule of 72 and explain how investors can use this simple calculation to unde...
If you've recently inherited an IRA or need help getting the account established, Directed IRA can help you through the process and get your Inherited IRA opened: https://directedira.com/appointment/
Need help establishing your estate plan? KKOS Lawyers can help you coordinate your estate plan, retirement accounts, beneficiary designations, trusts, powers of attorney, and other important estate-planning documents so your assets are ...
Looking to take control of your retirement and want to use your IRA or 401K dollars to invest in alternative assets? Book a call with my team at Directed IRA to get started: https://directedira.com/appointment/?utm_source=live&utm_medium=youtube&utm_campaign=wohl_rothira_roth401k
In this episode, I break down the key differences between a Roth IRA and a Roth 401(k) so you can decide where to put your money for maximu...
Looking to take more control of your retirement investments? Directed IRA helps investors diversify beyond traditional stocks and mutual funds by investing retirement funds into alternative assets like real estate, private funds, private lending, startups, crypto, and more. Schedule a call to get started: https://directedira.com/appointment/
We've also published a detailed breakdown of the proposed legislation and what it could mean...
If you're a business owner looking to give your child a head start with their retirement, book a call with Directed IRA to learn more about the Kid's Roth!: https://directedira.com/appointment/
Open a Trump Account here: https://trumpaccounts.gov/
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down one of the newest retirement savings vehicles available to families: the Trump Account. They ex...
If you're ready to invest in precious metals with your IRA or have additional questions about getting started, book a call with our team at Directed IRA: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us at the Alternative Asset Summit, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Gol...
To learn more about opening a self-directed HSA and how you can use an HSA to invest in what you know, click the link to connect with my team at Directed IRA: https://directedira.com/appointment/
In this episode of the Directed IRA Podcast, Mat Sorensen explains how a self-directed Health Savings Account (HSA) can become one of the most powerful long-term wealth-building tools available. Instead of treating an HSA as simply a place ...
To invest in real estate using your IRA, book a call with our team at Directed IRA to get started!: https://directedira.com/appointment/
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler take on one of the most common misconceptions surrounding self-directed retirement accounts. They break down why many financial influencers discourage investing in real estate through an IRA, examine the role depreciation ...
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...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Listen to 'The Bobby Bones Show' by downloading the daily full replay.
The official podcast of comedian Joe Rogan.
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.