

Directed IRA Podcast
Mat Sorensen and Mark Kohler
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.
Episodes
Mentioned books

May 23, 2024 • 21min
Why do you need an IRA/LLC.. [everything you need to know]
Mat sheds light on IRA LLCs, potentially known as Checkbook Control IRAs. He breaks down the intricacies of this structure, highlighting its rules, potential pitfalls, and the power it has over a self-directed IRA and how our clients at Directed IRA stay successful with them.Call a Directed IRA specialist to open your IRA/LLC account! https://directedira.com/appointment/🚀 Disclaimer: This podcast is for educational purposes only and does not constitute financial advice. Consult with a qualified professional before making any investment decisions.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.comMain Street Business https://mainstreetbusiness.com

May 16, 2024 • 25min
Social Security Alert - What Is Your Plan?!
In this episode, Mat Sorensen and Mark J Kohler discuss the looming crisis of Social Security running out and provide essential strategies for planning ahead. Learn how self-directing your IRA or 401k can serve as a powerful tool to safeguard your financial future amidst the potential loss of Social Security. Don't miss this crucial conversation on securing your retirement and maximizing your wealth-building opportunities.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.comMain Street Business https://mainstreetbusiness.com

May 9, 2024 • 37min
WEIRD Investments you can make with a Self-Directed IRA
Explore unique investment opportunities with a self-directed IRA, from owning cattle to investing in Mexican soccer teams and racehorses. Discover alternative options like cryptocurrency, NFTs, precious metals, and equipment finance leases. Learn about upcoming alt asset summits and the importance of compliance with IRS rules for unconventional investments.

Apr 25, 2024 • 51min
51 minutes of Pure Advice on how to Build Wealth
Seasoned self-directed investors John Shekachi and Dr. David Anderson join the podcast to discuss real estate deals, tax-lien investing, and strategic wealth building. Topics include mobile home flipping, cryptocurrency ventures, tax-lien acquisitions, and the benefits of consistent investments for long-term wealth accumulation.

Apr 11, 2024 • 19min
What to do if you have an Inherited IRA.
In this episode Mark and I discuss how, Inheriting a retirement account can be overwhelming. Learn the options available for spouses and non-spouse beneficiaries, and discover how to make the most of your inheritance. Find out about the spousal rollover, investment strategies, and the importance of consulting professionals. Navigate the complexities of inherited IRAs with confidence.Don't forget to grab your tickets for the Self-Directed IRA Summit here!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.comMain Street Business https://mainstreetbusiness.com

Apr 11, 2024 • 20min
Who's the beneficiary of your IRA or 401K? Beware!
In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all.Don't forget to grab your tickets for the Self-Directed IRA Summit here!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.comMain Street Business https://mainstreetbusiness.com

Apr 3, 2024 • 9min
How much you should have in your 401k by age
Learn about setting financial goals, the 4% rule, and reaching a $2 million retirement fund goal. Discover how small business owners can maximize income. Understand the power of compounding interest and early savings for retirement.

Apr 2, 2024 • 40min
Open Forum: The RIGHT way to Invest with your Self-Directed IRA
Explore the complexities of investing with a self-directed IRA, from setting up an IRA LLC to navigating rental property investments. Learn about buying real estate with IRA funds, managing properties, and avoiding prohibited transactions. Gain insights on Roth IRA advantages and tax-free growth for smarter investment decisions.

Mar 29, 2024 • 34min
Open Forum: Self Directed Account Questions from the Internet!
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.comMain Street Business https://mainstreetbusiness.com

Feb 27, 2024 • 1h 6min
Open Forum: The Ins and Outs of Self-Directing Your Retirement Account
On this weeks Open Forum Live Webinar we talk about the basics of Self-Directing! From navigating prohibited transactions to maximizing retirement contributions, we cover it all. Learn about correction procedures, compliance protocols, and strategies for safeguarding your financial future. Have questions or need further guidance on self-directing your IRA? Reach out to my company Directed IRA, and our team of experts will provide personalized assistance tailored to your needs. Subscribe 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.comMain Street Business https://mainstreetbusiness.com


