Directed IRA Podcast

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 you need to know about self-directed IRAs.What is a self-directed IRA? How does it work? And why is Wall Street reluctant to share these options with you? Mat and Mark dive into the power of self-directing, explaining how you can invest in assets beyond the stock market, including real estate, private businesses, crypto, and more.With over 25 years of experience as tax lawyers and financial experts, Mat and Mark break down the rules, benefits, and opportunities of self-directed accounts in simple, practical terms. Whether you’re a first-time investor or an experienced advisor, this series is designed to help you take control of your retirement.Don’t miss this foundational episode—your first step toward financial freedom starts here.For a complete guide to self-directed IRAs, get your copy of The Self-Directed IRA Handbook, written by Mat Sorensen. It’s the #1 book in this space and will walk you through everything you need to know. https://a.co/d/dbFUbWRLearn how to take control of your retirement - https://directedira.com/Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/Connect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com

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 navigate a challenging market.Join us as we discuss: ✔️ Why Arizona’s multifamily market is facing unique challenges and opportunities. ✔️ The effects of rising interest rates on property values. ✔️ How distressed opportunities are creating value for savvy investors. ✔️ What you need to know before investing in a multifamily deal.Discover insights from experts actively working in the space, including the steps we take to evaluate deals, lessons learned from recent market shifts, and why now could be the perfect time to consider investing.Learn how to take control of your retirement - https://directedira.com/Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/Connect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com

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 you're looking to diversify your portfolio, capitalize on crypto's growth potential, or take advantage of the tax-free or tax-deferred benefits of an IRA, this strategy can be a game-changer.  Ready to get started? Open a crypto IRA account today: https://directedira.com/cryptocurrency/💡 What you'll learn:  How to set up a Crypto IRA  The tax benefits of investing in crypto through an IRA  Why more people are turning to crypto for their retirement accounts  Learn how to take control of your retirement - https://directedira.com/Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/Connect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com

 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 XRP. Learn the step-by-step process to open an account, fund it, and start trading—all within tax-advantaged vehicles like a Roth IRA. Discover why thousands of investors trust Directed IRA to streamline this process and how you can achieve tax-free gains on your crypto investments. Don’t miss this expert guide to securing your financial future with alternative assets!Learn how to take control of your retirement - https://directedira.com/Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/Connect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com

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 strategy. From Roth conversions to required minimum distributions (RMDs), we cover what you must know to avoid missing out on key opportunities and facing unnecessary penalties.  Highlights:- Roth Conversions: Why you should act before year-end to lock in your tax bracket and optimize your retirement savings.  - Year-End Tax Planning:Avoid scrambling on December 30th—get ahead with smart, actionable steps.  - Avoid Tax Bracket Pitfalls: How to strategically "chunk" your Roth conversions to stay in a favorable tax bracket.  - Required Minimum Distributions (RMDs): Important rules if you're 73 or older to ensure compliance and avoid penalties.  Whether you're a seasoned investor or new to retirement planning, this episode is packed with actionable advice to help you make the most of your year-end planning.  Subscribe for more tips on maximizing your retirement strategy!Learn how to take control of your retirement - https://directedira.com/Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/Connect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com

In a lively open forum, listeners get expert answers on managing Required Minimum Distributions within IRA LLCs. The hosts dive into strategies for Roth conversions and rolling over Roth 401(k)s to solo 401(k)s. Critical tips on maximizing Social Security benefits and avoiding Medicare penalties are shared. There's also a discussion on using IRAs for real estate investment, including the intricacies of beneficiary designations. Finally, they explore effective college savings strategies and the advantages of Roth IRAs in real estate.

David Feingold, CEO of Broad Street Private Equity, shares his extensive 34 years of experience in managing private businesses and alternative investments. He explains the allure of private equity for self-directed IRA investors and dives into the complexities of infrastructure development. The discussion highlights strategic partnerships and financial prudence needed for success. Feingold also touches on the profitability of cryptocurrency mining and the importance of personalized service in forging client relationships, offering valuable insights for informed investment decisions.

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 transition from wholesaling and flipping houses to tackling luxury home developments and his strategic pivot into commercial and manufactured housing.Learn how Cody leveraged partnerships to break into development, built eco-friendly homes tied to charitable causes, and adapted to challenges during market downturns. Cody also dives into the booming manufactured housing market and shares innovative strategies for creating affordable housing at scale.Whether you're an investor, entrepreneur, or curious about real estate trends, this conversation is packed with insights on scaling businesses, finding opportunities in niche markets, and future-proofing investments.🔑 Key Topics Covered:- Scaling businesses and adapting in uncertain markets  - Cody’s shift from luxury home building to commercial real estate  - The rise of manufactured housing and land development strategies  - Balancing purpose-driven business with profitability  Subscribe for more expert interviews and business strategies!  Learn how to take control of your retirement - https://directedira.com/Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/Connect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com

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 "employee after-tax contributions," and how to maximize retirement accounts with over $100,000 in contributions annually—even for W-2 employees. Mat and Mark debunk common myths about retirement planning and explain why growing your retirement account doesn’t have to mean locking up your funds in Wall Street products. Learn how to take control of your retirement - https://directedira.com/Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/Connect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com

Discover five surprising benefits of the Roth IRA that could change your retirement strategy! Learn how the backdoor Roth IRA can be a game-changer for high earners. Explore the advantages of spousal rollovers and the perks of inheriting a Roth IRA. Plus, find out how self-directed Roth IRAs offer flexibility with investments in alternative assets. Don’t miss these hidden treasures that make the Roth IRA the Cadillac of retirement accounts!