141 episodes
Directed IRA Podcast Mat Sorensen and Mark Kohler
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- Business
A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT/UDFI, IRA/LLCs (aka, checkbook IRAs), and share examples and stories from their thousands of clients who have self-directed their retirement for decades.
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Social Security Alert - What Is Your Plan?!
In this episode, Mat Sorensen and Mark J Kohler discuss the looming crisis of Social Security running out and provide essential strategies for planning ahead. Learn how self-directing your IRA or 401k can serve as a powerful tool to safeguard your financial future amidst the potential loss of Social Security. Don't miss this crucial conversation on securing your retirement and maximizing your wealth-building opportunities.
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
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Being a Tax Advisor is a lucrative opportunity...Learn more about Marks Main Street Tax Pros here:
https://markjkohler.com/the-main-street-tax-pro-certification/
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Ask Mat:
https://matsorensen.com/ask-mat
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Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen -
WEIRD Investments you can make with a Self-Directed IRA
At Directed IRA, we've witnessed individuals harnessing Self-Directed IRAs for unique investments. The possibilities are endless, from buying cattle to acquiring Mexican soccer teams and even investing in racehorses.
With a Self-Directed retirement account, you can explore many investment opportunities. Have a question? Comment, and we'll address it in our upcoming webinar!
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Interested in a Self Directed IRA? Schedule a New Account Call Today:
https://directedira.com/appointment/
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Being a Tax Advisor is a lucrative opportunity...Learn more about Marks Main Street Tax Pros here:
https://markjkohler.com/the-main-street-tax-pro-certification/
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Ask Mat:
https://matsorensen.com/ask-mat/
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
----
Being a Tax Advisor is a lucrative opportunity...Learn more about Marks Main Street Tax Pros here:
https://markjkohler.com/the-main-street-tax-pro-certification/
----
Ask Mat:
https://matsorensen.com/ask-mat
----
Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen -
51 minutes of Pure Advice on how to Build Wealth
In this exclusive live audience podcast, recorded at the Self-Directed IRA Summit, @MarkJKohler and I talk about how powerful the tool of self-directing is. Joined by seasoned self-directed investors John Shekachi and Dr. David Anderson, talking about REAL DEALS, making REAL MONEY.
Ask Mat:
https://matsorensen.com/ask-mat/
Want to get in touch with Mark? Visit his site...
https://markjkohler.com
Ready to become a tax pro? Join Marks Main Street Business Tax Pros-
https://markjkohler.com/the-main-street-tax-pro-certification/
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
----
Being a Tax Advisor is a lucrative opportunity...Learn more about Marks Main Street Tax Pros here:
https://markjkohler.com/the-main-street-tax-pro-certification/
----
Ask Mat:
https://matsorensen.com/ask-mat
----
Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen -
What to do if you have an Inherited IRA.
In this episode Mark and I discuss how, Inheriting a retirement account can be overwhelming. Learn the options available for spouses and non-spouse beneficiaries, and discover how to make the most of your inheritance. Find out about the spousal rollover, investment strategies, and the importance of consulting professionals. Navigate the complexities of inherited IRAs with confidence.
Don't forget to grab your tickets for the Self-Directed IRA Summit here!
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
----
Being a Tax Advisor is a lucrative opportunity...Learn more about Marks Main Street Tax Pros here:
https://markjkohler.com/the-main-street-tax-pro-certification/
----
Ask Mat:
https://matsorensen.com/ask-mat
----
Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen -
Who's the beneficiary of your IRA or 401K? Beware!
In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all.
Don't forget to grab your tickets for the Self-Directed IRA Summit here!
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
----
Being a Tax Advisor is a lucrative opportunity...Learn more about Marks Main Street Tax Pros here:
https://markjkohler.com/the-main-street-tax-pro-certification/
----
Ask Mat:
https://matsorensen.com/ask-mat
----
Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen -
How much you should have in your 401k by age
Join us as we explore the essential guidelines and strategies for gauging your retirement savings progress. Learn about setting clear financial goals, understanding the 4% rule, and supercharging your savings through strategic planning. We'll get into investment strategies and provide age-specific savings targets to help you achieve financial security in your golden years. Tune in to take control of your financial future
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
----
Being a Tax Advisor is a lucrative opportunity...Learn more about Marks Main Street Tax Pros here:
https://markjkohler.com/the-main-street-tax-pro-certification/
----
Ask Mat:
https://matsorensen.com/ask-mat
----
Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen
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