Directed IRA Podcast

Mat Sorensen and Mark Kohler
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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. 1D AGO

    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

  2. 2D AGO

    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

  3. MAR 19

    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

  4. MAR 10

    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

  5. MAR 4

    Crypto Market Reset: What To Do Now

    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 positioning after recent volatility. In this session, we’ll cover: - What historically happens after major crypto market corrections - How algorithmic trading strategies respond to volatility - Risk management considerations for digital asset portfolios - Portfolio allocation between BTC, ETH, and other assets - Using IRAs and Solo 401(k)s for tax-advantaged crypto exposure - Common mistakes investors make after sharp pullbacks This will be a focused, data-driven discussion about structure, discipline, and long-term strategy. If you currently hold crypto, or are evaluating your allocation, this is a timely conversation you won’t want to miss. Arch Public Home: https://archpublic.com/?v=0b3b97fa6688 Directed IRA's Crypto IRA: https://directedira.com/cryptocurrency/ SDIRA Summit: https://sdirasummit.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

    1h 3m

  6. FEB 18

    Private Money Lending in a Self-Directed IRA

    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 correctly to stay compliant. We’ll cover: - How to structure loans using promissory notes and trust deeds - Which borrowers and assets your IRA can (and cannot) lend to - The prohibited transaction rules that can disqualify your IRA - How interest income flows back to your IRA tax-deferred or tax-free - 10 key considerations before deploying retirement funds - What happens in the event of foreclosure - Real client case studies showing how note terms can be structured creatively and predictably   At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence. 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

    1h 28m

  7. FEB 18

    Solo 401(k) Basics, Rules, and Contribution Deadlines

    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 contribution limits and deadlines you need to understand before the 2026 tax filing season. We’ll cover: - What a Solo 401(k) is and how it differs from IRAs, SEP IRAs, and traditional employer 401(k)s - Who qualifies (and who doesn’t) - How a Solo 401(k) is set up and what has to be in place to maximize contributions - 2025/2026 contribution limits, including employee vs. employer contributions and how they’re calculated - Key deadlines to know before the 2026 tax filing season - Special features unique to Solo 401(k)s - Common mistakes and misconceptions that can create tax or compliance issues Why Directed IRA? At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence. Click or tap the link below to download the slides from this webinar: https://directedira.com/wp-content/uploads/2026/02/Solo-401ks-2026.pdf 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

    1h 16m

  8. JAN 30

    Open Forum Q&A on Self-Directed IRAs

    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, private funds, startups, precious metals, crypto, and other alternative assets • IRA rules, prohibited transactions, and compliance pitfalls to avoid • UBIT, UDFI, and when tax filings may apply • Custodial processes, account administration, and best practices • Recent trends and questions we’re seeing from investors Visit our links Daniel discusses at the end of the webinar: Linktree: https://linktr.ee/SelfDirectedIRA Book a call: 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

    36 min
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About

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.

Information

  • Creator
    Mat Sorensen and Mark Kohler
  • Years Active
    2020 - 2026
  • Episodes
    211
  • Rating
    Clean
  • Copyright
    © 2026 Directed IRA Podcast
  • Show Website
    Directed IRA Podcast

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