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
182 episodes
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
How To Buy XRP Tax-Free With A Roth IRA!
Is it possible to invest in crypto completely tax-free? Yes—if you use a Roth IRA! In this episode of the Directed IRA Podcast, Mat Sorensen breaks down how you can use a self-directed Roth IRA to invest in cryptocurrencies like XRP while avoid...
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11:16
How To Use An IRA LLC/ Checkbook IRA!
Mat Sorensen and Mark J. Kohler break down the IRA LLC, also known as the Checkbook IRA, explaining how it works, when it makes sense, and how to avoid common pitfalls. As experienced tax attorneys, they clarify the rules, discuss asset protect...
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31:51
How To Find Real Estate Deals For Your Self Directed IRA With Shenoah Grove!
Finding real estate deals is the #1 challenge holding back Self-Directed IRA investors—but it doesn’t have to be! In this episode, Mat sit's down with Shenoah Grove from Texas REIAs to share proven strategies for uncovering...
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43:50
Self-Directed IRA Rules - Buying Real Estate and Alternative Assets.
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler continue their deep dive into self-directed IRAs, focusing on the rules you need to follow. This is part two of their ten-part series, where they discuss what you can ...
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29:44
What Is A Self Directed IRA? Pt.1
Wall Street isn’t telling you the whole story about your retirement accounts—they tell you what works for them. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler kick off a 10-part series covering everything yo...
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41:05
Where is Real Estate headed in 2025? w/ Jamison Manwaring
Are you wondering how to spot a great investment opportunity in today’s real estate market? In this video, we dive into the current state of the real estate industry, focusing on multifamily properties, interest rate impacts, and strategies to ...
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38:55
Webinar: Buying Crypto in Your IRA - BTC, SOL, XRP, & More
Did you know you can use your IRA to invest in cryptocurrency? In this video, I’ll walk you through how to buy crypto like Bitcoin, Solana, and XRP using your IRA and explain the incredible tax benefits that come with it. Whether ...
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1:04:10
Buying Crypto with your IRA - Step by Step
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down everything you need to know about using a crypto IRA or crypto 401(k) to invest in top tokens like Bitcoin, Solana, and
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16:37
Roth Chunking and Year-End Deadlines & Strategies
Don't Miss These Year-End Retirement Deadlines!In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J Kohler break down the five crucial actions you need to take before December 31st to maximize your retirement and tax str...
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24:04
Open Forum: Listeners Questions Answered!
Podcast Description:In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler answer listener-submitted questions in an open forum! They cover key topics like managing Required Minimum Distributions (RMDs) withi...
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49:00
Understanding Private Equity: How to Leverage Your IRA or 401k w/ David Feingold
Join Mat Sorensen and special guest David Feingold, CEO of Broad Street Private Equity, for an insightful discussion on private equity investing. In this Directed IRA webinar, they break down what private equity is, how it works, and why it's b...
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43:20
Cody Sperber on Real Estate Development, Entrepreneurship, and Building Success
Discover the journey of real estate developer and entrepreneur Cody Sperber as he joins Mat Sorensen to discuss the art of scaling businesses, real estate development, and thriving in competitive markets. In this episode, Cody reveals his trans...
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1:09:54
Maxing Out Your Retirement Account For High Income Earners!
In this episode of the Directed IRA Podcast, Mat Sorensen joins forces with Mark J. Kohler to break down essential retirement strategies for high-income earners. They discuss the critical $2.5 million retirement target, the importance of "emplo...
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33:17