How to Unlock Millions in Capital Using Self-Directed IRAs

The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it.

 Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot.

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The Capital Flow Podcast helps capital raisers and fund managers create flow in their capital, business, and life by learning from those who’ve built systems that attract resources instead of chasing them. Each week, host Dallon Schultz interviews real capital raisers and industry experts who share the strategies, systems, and stories behind raising millions with trust-based relationships.

In this episode, Dallon Schultz sits down with Mat Sorensen, CEO of Directed IRA and author of the industry-leading book The Self-Directed IRA Handbook. Matt breaks down how IRAs and 401(k)s are the single most overlooked funding source for real estate deals, private equity, and alternative investments. With over $40 trillion sitting in retirement accounts, fund managers and capital raisers who learn to unlock this pool of capital are gaining a serious edge. Mat shares insights into what qualifies as a self-directed IRA, how to help your investors access these funds, and how Directed IRA makes the process simple and compliant. This episode is a must-listen if you want to raise more capital without asking people to dip into their cash reserves.

Follow Mat at @matsorensen on Instagram or visit https://directedira.com to learn more.

Sponsor Spotlight:
This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers that are looking to scale their business or real estate. 👉 Learn more or access the special offer here: https://go.bradblazar.com/apply-page

Key Takeaways:

• Retirement accounts are the most underutilized capital source—over $40 trillion is sitting in IRAs and 401(k)s.
• Asking investors if they have money in a retirement account opens the door to larger and easier commitments.
• Self-directed IRAs allow investors to move funds from traditional custodians like Schwab or Fidelity and invest in alternative assets like real estate, private equity, and syndications.
• There’s a simple three-step process: open an account, roll over funds, and direct the investment—Directed IRA makes it easy.

Resources Mentioned:

• The Self-Directed IRA Handbook by Mat Sorensen
• Directed IRA Podcast
• Self-Directed IRA Summit (SDIRASummit.com)
• Return on Hustle (ROH) as a time allocation framework

Capitallyst Pro Resources:

Weekly Capital Flow Workshops → https://capitallystpro.io/workshop
Email Deliverability Checklist → https://capitallystpro.io/email
ChatGPT Copywriter SOP → https://capitallystpro.io/copy

Legal Disclaimer:

This podcast is intended for informational and educational purposes only. It does not constitute legal, financial, or investment advice, nor is it a solicitation or offer to buy or sell any securities. The hosts and guests share personal experiences and general insights about raising capital compliantly; however, every situation is unique, and compliance with securities laws depends on specific facts and circumstances. Listeners and viewers should seek their own qualified legal, tax, and financial counsel before taking any action. The hosts and production team disclaim any liability for decisions made based on the content of this program.