Free Daily Podcast Summary
Directed IRA Podcast: Daily Summaries Delivered
by 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, 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 alternative investments in retirement accounts.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 3 days ago28 min
Roth IRA vs Roth 401(k) — 5 Differences That Cost People Money
Get the FREE BEGINNER'S GUIDE to self-directing an IRA and learn how to put your Roth dollars into real estate, private funds, startups, and crypto! Ready to build your tax-free bucket the right way — BOOK A FREE CALL with DirectedIRA and get the Roth IRA or Roth 401(k) accounts you need set up today! Roth IRAs and Roth 401(k)s share a first name and the same tax-free growth, but almost every rule that governs them is different — and picking the wrong one for your next dollar can cost you ...
- 2 weeks ago22 min
ROBS vs Self-Directed IRA
If you're ready to explore investing your retirement savings outside of traditional Wall Street investments, a Self-Directed IRA may be an option worth considering. Ready to open a Self-Directed IRA? Book a call with my team at Directed IRA to get started and explore your options. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the ROBS (Rollover as Business Startups) strategy and compare it to using a Self-Directed IRA to invest in a business. With so ...
- 3 weeks ago26 min
Investing in Litigation Finance with Your IRA
Take control of your retirement strategy. BOOK A FREE CALL with Directed IRA and learn how to put your IRA to work beyond Wall Street! Download the slide deck here! In this episode of the Directed IRA Podcast, host Mat Sorensen sits down with Kris Kjolberg, Managing Director & Head of Capital Strategy at Pravati Capital, to break down litigation finance—a growing alternative asset class that many investors may not be familiar with. Mat and Kris discuss how litigation finance works, w...
- Aug 20, 202616 min
The Rule of 72 Explained - How to Double Your Money
Tired of paying more to the IRS on your investment gains? A self-directed IRA can help you take advantage of tax-advantaged investing while giving you more control over where your retirement dollars go. Book a free 15-minute call with Directed IRA to learn more and get started In this episode of the Directed IRA Podcast, Mark and Mat Sorensen break down the Rule of 72 and explain how investors can use this simple calculation to understand the power of compounding and the time it can tak...
- Aug 13, 20261h 0m
Passing Down Your IRA or 401(k) Tax-Free with an Inherited IRA
If you've recently inherited an IRA or need help getting the account established, Directed IRA can help you through the process and get your Inherited IRA opened: https://directedira.com/appointment/ Need help establishing your estate plan? KKOS Lawyers can help you coordinate your estate plan, retirement accounts, beneficiary designations, trusts, powers of attorney, and other important estate-planning documents so your assets are positioned to pass according to your wishes: https://kkoslawy...
- Aug 5, 202651 min
Roth IRA vs Roth 401(k) - Where Should You Put Your Money?
Looking to take control of your retirement and want to use your IRA or 401K dollars to invest in alternative assets? Book a call with my team at Directed IRA to get started: https://directedira.com/appointment/?utm_source=live&utm_medium=youtube&utm_campaign=wohl_rothira_roth401k In this episode, I break down the key differences between a Roth IRA and a Roth 401(k) so you can decide where to put your money for maximum long-term, tax-free wealth. We cover contribution limits, the core...
- Jul 23, 202612 min
New Legislation Targets Self-Directed IRAs
Looking to take more control of your retirement investments? Directed IRA helps investors diversify beyond traditional stocks and mutual funds by investing retirement funds into alternative assets like real estate, private funds, private lending, startups, crypto, and more. Schedule a call to get started: https://directedira.com/appointment/ We've also published a detailed breakdown of the proposed legislation and what it could mean for self-directed IRA investors: https://directedira.com/new...
- Jul 23, 202625 min
Trump Accounts and How To Optimize Them
If you're a business owner looking to give your child a head start with their retirement, book a call with Directed IRA to learn more about the Kid's Roth!: https://directedira.com/appointment/ Open a Trump Account here: https://trumpaccounts.gov/ In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down one of the newest retirement savings vehicles available to families: the Trump Account. They explain who qualifies, how the account works, and why they bel...
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.
How I Invest with David Weisburd
Interviews with top institutional investors about their strategies and decision-making.
Financial Advisor Success
Real stories and strategies from top financial advisors and consultants on building and growing a successful advisory business.
Your Money, Your Wealth
Financial advisors answer listener questions on retirement planning, investing, taxes, and wealth management with a humorous twist.
The Paul Morris Podcast
Entrepreneurs and investors share strategies for building wealth, scaling businesses, and leading high-performance teams.
Investing Experts
Market analysis and stock insights from top analysts and industry experts.
BiggerPockets Money
Financial experts discuss earning, saving, and growing wealth with guests who’ve achieved financial independence.
Know Your Risk Podcast
A financial podcast exploring investment risk, portfolio strategies, and market insights beyond traditional Wall Street approaches.
Ready For Retirement
Provides retirement planning advice on investing, taxes, Social Security, and insurance to help build financial security.
Financial Decoder
Explores how cognitive and emotional biases affect financial decisions, offering strategies to improve money-related choices.
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Analyzes the investment strategies of billionaire investors and explores lessons from legendary financiers on wealth, wisdom, and life.
InvestTalk
Weekday discussions on investing, financial planning, and market trends with advisers Justin Klein and Luke Guerrero.
The REtipster Podcast | Land Investing & Real Estate Strategies
Teaches land investing and real estate strategies including land flipping and self-storage development.
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, 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 alternative investments in retirement accounts.
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.