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Directed IRA Podcast

Directed IRA Podcast

De: Mat Sorensen and Mark Kohler
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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.

© 2025 Directed IRA Podcast
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Episodios
  • Buy Oil & Gas With an IRA - What You Need to Know
    Nov 4 2025

    Mat Sorensen sits down with Troy Eckard, founder and chairman of the board at Eckard Enterprises, for a clear look at how investors use self directed IRAs to buy mineral rights and participate in oil and gas cash flow. They break down the three lanes in this asset class, minerals, drilling, and midstream, and explain where each fits in a smart portfolio. You will hear why many IRA owners favor minerals for steady income and lower risk, when drilling can make sense with taxable dollars, and how to evaluate operators with real world due diligence that protects you from bad deals.

    Troy shares how technology and data have changed the game, what realistic returns look like, how depletion and cash flow work over time, and the red flags that signal inflated pricing or weak sponsors. The conversation also hits current market forces, service costs, and why discipline matters more than shiny tax write offs.

    This episode is perfect for IRA owners, high income professionals, and anyone exploring real assets beyond public energy stocks who want income, control, and clear rules of the road.

    Chapters:
    0:06 - Meet Troy Eckert And The Goal
    0:34 - What Mineral Rights Actually Are
    2:14 - Three Ways To Invest In Oil And Gas
    4:18 - Risk Then And Now In Drilling
    5:25 - Taxes, Depletion, And IDC Basics
    7:41 - Why IRAs Fit Mineral Rights Best
    10:25 - How Eckerd Structures Direct Ownership
    12:06 - Diversification Across Operators And Units
    13:53 - Spotting Fraud And Overpricing
    16:08 - Don’t Chase Deductions Over Deals
    18:03 - Market Reality: Drill Baby Drill
    20:45 - DUCs, Service Costs, And Timing
    23:00 - Who Should Invest Directly And When
    25:01 - Dollar Dynamics, Rates, And Liquidity
    27:20 - Due Diligence, Education, And Next Steps
    41:56 - Closing Notes And Disclaimers

    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



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    43 m
  • Self-Directed HSA: It's Enrollment Time
    Oct 30 2025

    In this episode, Mat Sorensen and Mark J. Kohler dive into one of the most underrated wealth-building tools out there: the Health Savings Account (HSA). With open enrollment around the corner, it’s the perfect time to rethink your healthcare strategy and unlock the triple-tax advantages of this incredible account.

    Mat and Mark break down how an HSA can save you thousands in taxes, how to qualify for one, and how to self-direct your HSA into assets you actually believe in. From real estate and crypto to precious metals and private businesses, they share real examples, walk through contribution rules, and reveal how to make your HSA a long term investment vehicle that can cover everything from braces to retirement healthcare costs, completely tax free.

    Whether you’re an entrepreneur, investor, or just someone tired of overpaying for insurance, this episode will open your eyes to the power of the HSA and why it should be part of your wealth strategy today.

    Chapters:
    0:06 - Why HSAs Matter Now
    0:25 - High Deductibles And Real Costs
    0:55 - Self-Directing Your HSA
    1:17 - The Triple Tax Advantage Explained
    2:46 - Real-World Growth Examples
    4:06 - Level One Vs Level Two HSA
    6:10 - Contribution Limits And Deadlines
    8:16 - Contribute Early For More Growth
    9:12 - Getting HSA-Eligible Insurance
    11:14 - Last Month Rule And Plan Changes
    12:17 - Catch-Up Contributions After 55
    13:22 - Choosing The Right HSA Provider
    14:47 - Steps To Set Up And Fund
    16:33 - What You Can Invest In
    18:21 - Reimbursements And Qualified Expenses
    20:11 - Wrap-Up, Resources, And Disclaimers

    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



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    21 m
  • Gold Hits a New All-Time High: How to Buy Gold (and Other Precious Metals) in Your IRA
    Oct 10 2025

    Gold is breaking records again—and smart investors are taking notice. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark Kohler explain how to buy physical gold, silver, and other precious metals inside your IRA, the right way.

    They walk through which metals qualify, how purity standards and approved coins work, and what IRS rules you need to follow for storage and compliance. You’ll also learn how a self-directed IRA opens the door to these alternative investments, so you can diversify your retirement beyond stocks and mutual funds.

    If you’ve ever thought about owning real gold bars (not just ETFs or paper gold) inside your IRA, this episode breaks it all down step by step—no myths, no confusion, just clear guidance from the experts at Directed IRA.


    Chapters:

    00:00:06 - Why Precious Metals In IRAs

    00:24 - What You Can And Cannot Buy

    02:52 - Purity Standards And Qualifying Coins

    05:47 - Self-Directed IRA Setup And Funding

    08:42 - Storage Rules And IRS Compliance

    11:24 - Costs, Dealers, And Next Steps

    13:18 - Education, Disclaimers, And Wrap-Up

    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
    14 m
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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

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