Directed IRA Podcast

Mat Sorensen and Mark Kohler
  • 0,0 (0)
  • GELDANLAGE
  • ZWEIWÖCHENTLICH

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.

  1. VOR 2 STD.

    Self-Directed IRA Prohibited Transaction Rules

    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 most important rules in self-directed investing: prohibited transactions. Self-directed IRAs provide significant investment flexibility, but that flexibility comes with responsibility. Understanding and adhering to these rules is essential to protecting your retirement account from disqualification, avoiding unnecessary taxes and penalties, and properly executing alternative investment strategies. If you’re investing your retirement account into real estate, private deals, or other alternative assets, this is a foundational episode you should not overlook. For educational purposes only. Consult your own legal, tax, or financial advisors regarding your specific situation. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

    25 Min.

  2. 14. APR.

    Transfers, Rollovers, & Contributions for Your Self-Directed IRA

    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 three primary ways to fund a self-directed IRA: transfers, contributions, and rollovers. Along the way, they explain why IRA-to-IRA transfers are usually the simplest option, why rolling over an old 401(k) can take more time, and how to handle the process without unnecessary delays. Still have questions about transfers and rollovers? Book a call with our team: https://directedira.com/appointment/  Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

    26 Min.

  3. 7. APR.

    How to Find, Vet, and Invest in Private Funds with a SDIRA (ft. Bridger Pennington)

    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 through self-directed IRAs, and what separates a well-structured fund from a poor one in manager selection. They cover key diligence factors like audits, fund administrators, fee structures, and alignment, along with common mistakes investors make when they jump into deals too quickly or with too little deal flow. The episode also touches on the bigger picture—how macro trends, timing, and market cycles impact private fund performance—and how to think more like an institutional investor when allocating capital. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

    39 Min.

  4. 6. APR.

    BREAKING - U.S. Dept of Labor Releases New Landmark Rule Allowing Alternative Assets in 401(k) Plans

    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-adjusted returns. Mat also discuss what the DOL’s “neutral” stance means for plan sponsors, what’s coming next from the SEC, and how this could reshape retirement investing. Most importantly, Mat highlights that owning alternative assets in an IRA is already possible through the power or self-directed IRAs. Tune in to learn more or visit directedira.com.  Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

    14 Min.

  5. 31. MÄRZ

    What is a Self-Directed IRA?

    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 conversation is designed to simplify the concept, clear up common misconceptions, and help you understand how to take control of your retirement strategy. In this episode, you will learn: • What a self-directed IRA is and how it differs from a typical IRA • The types of investments you can make, including real estate, crypto, and private deals • How to use existing retirement funds to get started • Why contribution limits do not limit your growth potential • The key rules to understand before you begin Self-directing is not about complexity. It is about expanding your options and investing in what you know best. 🎧 Listen now to start your self-directing journey. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

    25 Min.

  6. 31. MÄRZ

    Open Forum Q&A

    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 ask practical questions and get straightforward answers about using retirement accounts to invest in alternative assets. This is not intended to be a deep legal or tax presentation. Instead, the goal is to help investors better understand the fundamentals – what self-directed IRAs allow, how the process works, and what to consider before making your first investment. Whether you’re just beginning to explore self-directed retirement accounts or already investing in real estate, private funds, startups, crypto, precious metals, or other alternative assets, this open forum is a chance to get clarity on the questions many investors encounter along the way. This session is ideal if you’re newer to self-directed investing, exploring alternatives for the first time, or want a clearer understanding of the basics before going deeper. Bring your questions – we’ll handle the fundamentals and point you in the right direction Still have questions? Book a new account call here: https://directedira.com/appointment/ Visit our website: https://directedira.com/ Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

    55 Min.

  7. 19. MÄRZ

    Self-Directing 101: The 5 Golden Rules of Self-Directing

    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 actually separates successful investors from the ones who fall off the “magic carpet ride." If you’re serious about building wealth with a self-directed IRA, this episode is your playbook. 🎧 Tune in now and take control of your retirement. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

    17 Min.

  8. 10. MÄRZ

    Rentals, Lending, and Flips in your Self-Directed IRA

    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 their own investing experience, including buying rental properties inside retirement accounts, structuring private loans secured by real estate, and using Roth funds for high-growth opportunities. Along the way, they walk through the basic steps to get started, when an IRA/LLC may make sense, and the key prohibited transaction rules every investor needs to understand. Whether you are brand new to self-direction or looking for a simple episode to share with someone who wants the big-picture overview, this is a practical introduction to investing retirement funds in assets you know and believe in. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

    37 Min.
Alle anzeigen (215)

Info

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.

Informationen

  • Erstellt von
    Mat Sorensen and Mark Kohler
  • Jahre aktiv
    2020 - 2026
  • Folgen
    215
  • Bewertung
    Unbedenklich
  • Copyright
    © 2026 Directed IRA Podcast
  • Sendungswebsite
    Directed IRA Podcast

Das gefällt dir vielleicht auch