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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.
Directed IRA Podcast
Investing in Self-Storage with AJ Osborne and Mat Sorensen
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Join Mat Sorensen and guest expert AJ Osborne (300M+ AUM) as they discuss investing in self-storage with personal funds and an IRA or 401k.
In this webinar, we discuss:
- Top 3 Reasons You Should Consider Investing in Self-Storage
- Portfolio Case Studies
- What Makes a Good Self-Storage Operator
- Due Diligence, Underwriting, and Rates vs. Rents
- Vacancy and Demographics
- How Do I Get Started Investing in Self Storage?
- Can I use an IRA or Solo 401k to Invest in Self Storage?
About AJ:
AJ is an American entrepreneur, businessman, and investor who owns and manages his self-storage portfolio of over $212 million of assets through his companies Cedar Creek Wealth, Bitterroot Holdings, and Clearwater Benefits.
AJ owns and hosts the largest self-storage podcast, Self Storage Income. As an operator and private owner with over 1.2 million square feet of self-storage, AJ regularly keynotes at national conferences on operations related to investing in, buying, and managing self-storage facilities.
📲 CONNECT WITH AJ Osborne:
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Podcast: https://www.youtube.com/@SelfStorageIncome
Instagram: https://www.instagram.com/ajosborne/
Facebook: https://www.facebook.com/selfstorageincome/
LinkedIn: https://www.linkedin.com/in/aj-osborne-a9b8102b/
Youtube Channel: https://www.youtube.com/@SelfStorageIncome
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