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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.
- 4 weeks ago17 min
Match & Out Strategy: 401(k) and Roth IRA
If you're ready to take greater control of your retirement investments, Directed IRA can help you open a self-directed IRA or Solo 401(k) and explore investment opportunities beyond the traditional stock market, including real estate, private lending, private companies, and more. How can you maximize your retirement savings by strategically using a 401(k), Roth IRA, and Solo 401(k)? In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the “Match and Out” str...
- Oct 3, 202622 min
Top 10 Self-directed IRA Questions
Download our free guide to Self-Directing an IRA to learn the basics of self-directed investing, explore your alternative investment options, and understand how a self-directed IRA can be a long-term wealth-building strategy. Whether you're interested in real estate, private lending, startups, or other alternative assets, this guide will help you understand how to get started. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the top 10 most frequently as...
- Sep 23, 202658 min
Investing in Venture or Startups with a Self-directed IRA
If you’re ready to invest in venture or a startup with your IRA, book a call with Directed IRA today to learn more!: https://directedira.com/appointment/ Tell USVC about your situation and their team will follow up individually with the right path: https://usvc.com/ira In this special episode of the Directed IRA Podcast, host Mat Sorensen, CEO of Directed IRA, sits down with Ankur Nagpal, General Partner at USVC by AngelList Asset Management and founder of Carry, to discuss venture capital, ...
- Sep 17, 202628 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 ...
- Sep 4, 202622 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 ...
- Aug 26, 202626 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...
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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.
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Frequently Asked Questions
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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.
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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.
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Absolutely! The free plan covers up to 3 podcasts, any in the catalog. Basic raises that to 15, Pro to 40 and Max to 100. 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.
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