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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.
Episodes
223 episodes
Why You Shouldn't Buy Real Estate in Your IRA
To invest in real estate using your IRA, book a call with our team at Directed IRA to get started!: https://directedira.com/appointment/In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler take on one of the most ...
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When Should You Use an IRA/LLC or Checkbook IRA?
To establish an IRA/LLC, schedule a call with our team at Directed IRA to get started!: https://directedira.com/ira-llc/Get a consult with a tax attorney at KKOS Lawyers to see if an IRA/LLC is right for your situation: https://kkoslawy...
Getting Started with a Self-Directed IRA
To begin investing in real estate, small business, crypto, precious metals, & other alternative assets with a self-directed IRA: https://directedira.com/appointment/In this episode, I break down self-directed IRAs and how investors c...
Investing in Real Estate with your Self-Directed IRA: Step-by-Step
To begin investing in real estate with a self-directed IRA, schedule a call with our team at Directed IRA: https://directedira.com/appointment/In this special episode of the Directed IRA Podcast, we had Nate Hare (Vice President at...
Roth IRA v. HSA: Which is Better?
To open a self-directed Roth IRA, book a call with our team at https://directedira.com/roth-ira-account/To open a self-directed HSA? Book a call with our team at
What is an IRA LLC (or Checkbook Control IRA)?
Download our getting started guide to learn more about IRA LLCs: https://directedira.com/beginners-guide-ira-llc/In this episode of the Directed IRA Podcast, Mat Sorensen and...
How To Buy Real Estate in Your Self-Directed IRA
Download our getting started guide to investing in real estate with your IRA here: https://directedira.com/begin...
Real Self-Directed IRA Deals (Show and Tell with Mat and Mark)
To get started download our getting started guide: https://directedira.com/beginners-guide/For questions or to open an account book a call with an IRA specalist here:
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 st...
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? D...
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...
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....
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 ...
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 w...
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 c...
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 propertie...
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...
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...
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)...
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. <...
Should I Set Up a Trump Account for My Kid?
Read more about Trump Accounts Here: https://matsorensen.com/trump-retirement-accounts-explained/If you have kids under age 18, this episode could chan...
Retirement Account Resolutions for 2026: New Contribution Limits, Key Deadlines, and Live Q&A
The start of a new year is one of the best times to reset and realign your retirement strategy. New contribution limits, new rules, and new deadlines in 2026 can all impact how much you’re able to save and how effectively you plan.In th...
Year-End Retirement Account Strategies
To learn more on year-end retirement account strategies read our new article: https://directedira.com/y...
Year-End Roth Strategies
KKOS Webinar: Solo 401(k) Tax Credit for New and Existing PlansMark and Mat return to the Directed IRA Podcast with holiday cheer, quick-fire banter...
Prohibited Transactions in a Self-Directed IRA (You Know It's a Prohibited Transaction When...)
For more details on prohibited transactions download the Self-Directed IRA Handbook (look for chapters 4, 5, 6, and 7): https://directedira.com/the-self-directed-ira-handbook/