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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.
- 1 weeks ago12 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...
- 1 weeks ago25 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...
- 1 weeks ago59 min
Investing in Physical Gold & Silver with Your IRA
If you're ready to invest in precious metals with your IRA or have additional questions about getting started, book a call with our team at Directed IRA: https://directedira.com/appointment/ Interested in learning more about alternative investments? Join us at the Alternative Asset Summit, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/ Gold and silver have become some of the most talked-about inves...
- 3 weeks ago16 min
Investing with your Self-directed HSA
To learn more about opening a self-directed HSA and how you can use an HSA to invest in what you know, click the link to connect with my team at Directed IRA: https://directedira.com/appointment/ In this episode of the Directed IRA Podcast, Mat Sorensen explains how a self-directed Health Savings Account (HSA) can become one of the most powerful long-term wealth-building tools available. Instead of treating an HSA as simply a place to save for current medical expenses, Mat discusses how inves...
- 4 weeks ago14 min
Why You Shouldn't Buy Real Estate in Your IRA
To invest in real estate using your IRA, book a call with our team at Directed IRA to get started!: https://directedira.com/appointment/ In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler take on one of the most common misconceptions surrounding self-directed retirement accounts. They break down why many financial influencers discourage investing in real estate through an IRA, examine the role depreciation actually plays in real estate investing, and explain why maxi...
- Jun 23, 202659 min
When Should You Use an IRA/LLC or Checkbook IRA?
To establish an IRA/LLC, schedule a call with our team at Directed IRA to get started!: https://directedira.com/ira-llc/ Get a consult with a tax attorney at KKOS Lawyers to see if an IRA/LLC is right for your situation: https://kkoslawyers.com/services/irallc/ One of the most common questions we receive from self-directed investors is: Do I need an IRA LLC? The answer depends entirely on what you’re investing in and how you plan to invest. For some investors, an IRA LLC can provide speed, f...
- May 29, 202629 min
Getting Started with a Self-Directed IRA
To begin investing in real estate, small business, crypto, precious metals, & other alternative assets with a self-directed IRA: https://directedira.com/appointment/ In this episode, I break down self-directed IRAs and how investors can use retirement funds to build wealth beyond traditional stocks and mutual funds. You’ll learn the basics of SDIRAs, the types of alternative assets you can invest in, key IRS rules to avoid costly mistakes, and strategies for using retirement accounts to i...
- May 22, 202659 min
Investing in Real Estate with your Self-Directed IRA: Step-by-Step
To begin investing in real estate with a self-directed IRA, schedule a call with our team at Directed IRA: https://directedira.com/appointment/ In this special episode of the Directed IRA Podcast, we had Nate Hare (Vice President at Directed IRA) walk through the step-by-step process of buying real estate inside a self-directed IRA. This episode covers how self-directed IRAs work, funding your account, purchasing property correctly, handling expenses and rental income, avoiding prohibit...
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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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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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