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Directed IRA Podcast
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.
Episodes
191 episodes
5 Creative Real Estate Investment Strategies with Your IRA - (We Bet You’ve Never Heard Before)
Visit altassetsummit.com to learn how to invest in Alternative Assets.(More links down below.) In this episode of the Directed IRA Podcast, attorneys Mat Sorensen and Mark J. K...
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27:27
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Investing in Startups and Venture Capital with Your IRA
In this episode of the Directed IRA Podcast, attorney and CEO Mat Sorensen sits down with Ahmed Ahmed, Head of Funds at WeFunder, to discuss how investors can use a self-directed IRA to invest in startups and venture cap...
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27:23
Investing in Alternative Assets Under $25K with Your IRA
Visit altassetsummit.com to learn how to invest in Alternative Assets.(More links down below.) You don’t need $100K to self-direct your retirement. In this episode, Mat Sorensen an...
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36:09
Alternative Assets in Your 401(K)
Visit altassetsummit.com to learn how to invest in Alternative Assets.(More links down below.) In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down a ...
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18:11
The Hidden Secrets About HSAs That Will Blow Your Mind
Book a Call: https://directedira.com/appointment/Alternative Asset Summit Tickets: https://altassetsummit.com/#ticketIn...
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30:53
Buying Low in Distressed Markets - Featuring Jamison Manwaring
In this episode, Mat Sorensen is joined by Jamison Manwaring, CEO and Co-Founder of Neighborhood Ventures, for a deep dive into the intersection of alternative investing, real estate innovation, and how everyday investors can participate in pro...
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25:56
Use Your IRA to Invest in Private Funds
Did you know you can use your IRA to invest in private funds? These include private equity, venture capital, hedge funds, and real estate funds.Private funds have become one of the most popular investments among self-directed IRA owners...
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24:46
College Saving Strategies You Never Thought Of
In this episode of the Directed IRA Podcast, attorneys Mat Sorensen and Mark J. Kohler unveil a powerful and often overlooked strategy for funding your child’s college education without relying solely on a 529 plan. They break down how to combi...
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14:43
Key Questions When Self-Directing Your IRA
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler tackle the ten most frequently asked questions they hear from clients, investors, and professionals about self-directed IRAs. Whether you're brand new to self-directin...
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30:14
BEWARE - Avoid these Common Mistakes when Self-Directing
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler dive into the Top 10 Mistakes in Self-Directing Your IRA—and how to avoid them. Whether you're just getting started or already managing self-directed investme...
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34:43
Waking Up Your Retirement Account: What Your 401(k) or Sleepy IRA Could Be Doing for You
Ready to get started? Book a call with one of our IRA specialists!: https://directedira.com/appointment/If you’ve got an old 401(k) or IRA collecting dust, it’s time to take control. In this episode, Mat and Mark explain how to move your...
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22:21
Buying Gold and other Precious Metals in your IRA
Ready to get started? Book a call with one of our IRA specialists!: https://directedira.com/appointment/In this episode, Mat Sorensen and special guest David McAlvany explore how to buy gold, silver, platinum, and palladium in your IRA....
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58:14
Should My Trust be the Beneficiary of My IRA?
Learn how to take control of your retirement - https://directedira.com/In this episode, Mat and Mark dive into one of the most overlooked yet critical aspects of retirement and estate plannin...
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12:47
Private Lending and Hard Money Loans with a Self-Directed IRA or Solo 401K
To book a call with an IRA specialist!: https://directedira.com/appointment/In this episode, Mat and Mark break down the powerful strategy of using a Self-Directed IRA for private money lending. Learn how your retirement account can act...
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38:08
How to Buy a Rental Property in your IRA
In this podcast, Mat breaks down how he used his retirement account to purchase a real, physical rental property—and how he paid zero taxes on the rental income and six-figure profits when he sold. Most people think their retirement is...
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10:20
How Investors are Turning Hotels into Homes People Can Afford - ft. Adam Hooper & Ryan Sudeck
In this episode of the Directed IRA Podcast, I sat down with Adam Hooper and Ryan Sudek from Sage Investment Group to dive into a high-impact real estate strategy: converting underutilized hotels into naturally affordable housing. We explored h...
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54:37
50 Minutes of Real Talk on Self-Directed IRAs and Alternative Investing
Thinking of opening a Self-Directed IRA? Open an account today
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53:19
Backdoor Roth Strategy for 2025
In this episode of the Directed IRA Podcast, Mat Sorensen breaks down one of the most powerful tools for building long-term, tax-free wealth: the Backdoor Roth IRA. Many high-income earners believe they’re ineligible for Roth IRAs due to income...
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8:17
Top 10 FAQs For Self Directed IRAs!
Mat Sorensen and Mark J. Kohler are back with another episode of the Directed IRA Podcast—this time answering the most frequently asked questions about self-directed IRAs. Mat, the CEO of Directed IRA, requested this episode himself because he’...
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39:01
How to Partner your IRA with others when doing Deals
In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the mechanics of partnering your IRA with others in deals. Whether it’s pooling funds from multiple IRAs, combining accounts within a family, or ...
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26:11
Investing in Private Companies, Funds, and Small business with a Self Directed IRA or solo 401k
In this episode of the Directed IRA Podcast, Mark and Mat break down how to use your self-directed IRA or 401(k) to invest in private businesses, funds, and startups. We’re not talking about running another business yourself—we’re talking about...
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27:38
Banks Are Pushing Distressed Assets—Here’s What It Means for You! with Jamison Manwaring.
Jamison Manwaring joins Mat Sorensen in the podcast to discuss a unique foreclosure deal that Neighborhood Ventures is acquiring. With rising interest rates and lenders tightening their grip, a prime multifamily property in Arcadia, Phoenix, re...
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33:08
Self Directed Mechanics - Transfers & Rollovers
In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the key steps to setting up and funding a self-directed retirement account. If you have an existing IRA, 401(k), or another retirement account and you...
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22:00