Free Daily Podcast Summary
Directed IRA Podcast: Daily Summaries Delivered
by Mat Sorensen and Mark Kohler
Get key takeaways, quotes, and insights from Directed IRA Podcast in a 5-minute read. Delivered straight to your inbox.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago31 min
Roth IRA v. HSA: Which is Better?
To open a self-directed Roth IRA, book a call with our team at https://directedira.com/roth-ira-account/ To open a self-directed HSA? Book a call with our team at https://directedira.com/hsa-accounts/ On today's episode of the Directed IRA Podcast, Mat and Mark step into the ring for a debate over two of the most powerful tax-advantaged accounts for building wealth: the Roth IRA vs. the HSA. Throughout the episode, they go punch-for-punch breaking down the key differences, tax benefits, contr...
- 1 weeks ago30 min
What is an IRA LLC (or Checkbook Control IRA)?
Download our getting started guide to learn more about IRA LLCs: https://directedira.com/beginners-guide-ira-llc/ In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the Self-Directed IRA LLC, also known as the “Checkbook IRA LLC,” and explain how investors use it to buy real estate and alternative assets with greater control and flexibility. They cover how the structure works, what you can and can’t do as manager of the LLC, common mistakes investors make,...
- 2 weeks ago25 min
How To Buy Real Estate in Your Self-Directed IRA
Download our getting started guide to investing in real estate with your IRA here: https://directedira.com/beginners-guide-investing-in-real-estate-with-your-ira/ In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down how to invest in real estate using your IRA, Roth IRA, 401(k), or HSA. They explain how self-directed accounts allow you to buy rental properties, invest in syndications, and build tax-advantaged wealth outside of traditional stocks and mutual f...
- 3 weeks ago21 min
Real Self-Directed IRA Deals (Show and Tell with Mat and Mark)
To get started download our getting started guide: https://directedira.com/beginners-guide/ For questions or to open an account book a call with an IRA specalist here: https://directedira.com/appointment In this episode, Mat Sorensen and Mark J. Kohler record live from the Self-Directed IRA Summit and take a “show and tell” approach to real investments from their own self-directed retirement accounts. They highlight a short-term real estate lending deal and discuss how experienced inves...
- 3 weeks ago24 min
Self-Directed IRA Prohibited Transaction Rules
For questions or to get started self-directing book a call with an IRA specalist at Directed IRA here: https://directedira.com/appointment/ Schedule a consultation with KKOS Lawyers to structure your entities, optimize your tax strategy, and ensure your investments are properly protected: https://meetings.hubspot.com/kkos-lawyers/15-minute-client-advisor-interview In this episode, Mat Sorensen and Mark J. Kohler break down one of the most important rules in self-directed investing: prohibited...
- Apr 14, 202626 min
Transfers, Rollovers, & Contributions for Your Self-Directed IRA
Download our Beginner’s Guide to Transfers and Rollovers: https://directedira.com/beginners-guide-transfers-rollovers/ Have you ever wondered how to fund an IRA? Do you have money in an old 401(k) that you want to move into an IRA? In this episode, Mat Sorensen and Mark Kohler break down what it actually takes to move money into your account, and why this step can be easier or more frustrating than people expect. They cover the three primary ways to fund a self-directed IRA: transfers, contri...
- Apr 7, 202638 min
How to Find, Vet, and Invest in Private Funds with a SDIRA (ft. Bridger Pennington)
Visit Bridger's website: https://www.bridgerpennington.com/ On this episode, Mat Sorensen is joined by Bridger Pennington, founder of Fund Launch, to walk through how investors can actually find, evaluate, and invest in private funds. They begin by establishing the role private funds play in today’s market and why capital continues to shift toward private assets, before turning to how investors are gaining access, including through self-directed IRAs, and what separates a well-structured fund...
- Apr 6, 202614 min
BREAKING - U.S. Dept of Labor Releases New Landmark Rule Allowing Alternative Assets in 401(k) Plans
In this special "Breaking News" episode of the Directed IRA Podcast, Mat breaks down new guidance from the Department of Labor that could expand 401(k) access to alternative investments like private equity, real estate funds, and crypto. Mat explains why alternatives have largely been excluded—fiduciary liability under ERISA—and how the proposed rule shifts the focus to a prudent, process-based standard centered on risk-adjusted returns. Mat also discuss what the DOL’s “neutral” stance means ...
Get Directed IRA Podcast summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
AdBits
Adam Bergman
Adam Talks
Adam Bergman
Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.
Peter Rizzo
AdMail
Adam Bergman
401(k) Specialist Podcast
401(k) Specialist Magazine
401(k) Roundtable
Rick Unser
The Perfect RIA
Matthew Jarvis, CFP & Micah Shilanski, CFP
Tax Smart Real Estate Investors Podcast
Hall CPA
Main Street Business
Mark J Kohler and Mat Sorensen
Retire SMART Podcast
Retire SMART LLC
Invest Like a Boss
Sam Marks Johnny FD Derek Spartz
Alternative Investor Mastermind
Jack Krupey
About Directed IRA Podcast
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 throug
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Directed IRA Podcast in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's Directed IRA Podcast daily summary?
It's a free AI-powered email that summarizes new episodes of Directed IRA Podcast as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Directed IRA Podcast podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Directed IRA Podcast product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Mat Sorensen and Mark Kohler.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does Directed IRA Podcast release new episodes?
Directed IRA Podcast publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does Directed IRA Podcast cover?
Directed IRA Podcast covers topics including Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Directed IRA Podcast summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.