Directed IRA Podcast Podcast Por Mat Sorensen and Mark Kohler arte de portada

Directed IRA Podcast

Directed IRA Podcast

De: Mat Sorensen and Mark Kohler
Escúchala gratis

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.

© 2026 Directed IRA Podcast
Economía Finanzas Personales
Episodios
  • What is a Self-Directed IRA?
    Mar 31 2026

    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 by traditional retirement accounts or wondered if you can invest your IRA in assets outside of Wall Street, this episode is for you.

    As part of our Self-Directing 101 series, this conversation is designed to simplify the concept, clear up common misconceptions, and help you understand how to take control of your retirement strategy.

    In this episode, you will learn:
    • What a self-directed IRA is and how it differs from a typical IRA
    • The types of investments you can make, including real estate, crypto, and private deals
    • How to use existing retirement funds to get started
    • Why contribution limits do not limit your growth potential
    • The key rules to understand before you begin

    Self-directing is not about complexity. It is about expanding your options and investing in what you know best.

    🎧 Listen now to start your self-directing journey.

    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



    Más Menos
    25 m
  • Open Forum Q&A
    Mar 31 2026

    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 with co-host Daniel Tercey, start with a brief overview of how self-directed IRAs work before opening the discussion to a live Q&A.

    This format gives attendees the opportunity to ask practical questions and get straightforward answers about using retirement accounts to invest in alternative assets.

    This is not intended to be a deep legal or tax presentation. Instead, the goal is to help investors better understand the fundamentals – what self-directed IRAs allow, how the process works, and what to consider before making your first investment.

    Whether you’re just beginning to explore self-directed retirement accounts or already investing in real estate, private funds, startups, crypto, precious metals, or other alternative assets, this open forum is a chance to get clarity on the questions many investors encounter along the way.

    This session is ideal if you’re newer to self-directed investing, exploring alternatives for the first time, or want a clearer understanding of the basics before going deeper.

    Bring your questions – we’ll handle the fundamentals and point you in the right direction

    Still have questions? Book a new account call here: https://directedira.com/appointment/
    Visit our website: https://directedira.com/

    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



    Más Menos
    55 m
  • Self-Directing 101: The 5 Golden Rules of Self-Directing
    Mar 19 2026

    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 comes to self-directed investing.

    Today's Episode: The 5 Golden Rules of Self-Directing

    From finding your own deals to avoiding costly mistakes, Mat and Mark cover what actually separates successful investors from the ones who fall off the “magic carpet ride."

    If you’re serious about building wealth with a self-directed IRA, this episode is your playbook.

    🎧 Tune in now and take control of your retirement.

    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



    Más Menos
    17 m
Todas las estrellas
Más relevante
I love listening to an audio on the topic of SDIRA’s. I had no idea this was even an option and love that Matt and Mark take the time to discuss real life examples of what is possible as alternative ways of diversifying your retirement portfolio.

So Informative

Se ha producido un error. Vuelve a intentarlo dentro de unos minutos.