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    Business

    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 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.

    Advertise

    Copyright: © 2023 Directed IRA Podcast

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    Latest Episodes:
    Open Forum: Answering your Self-Directed Account Questions Jul 11, 2023
    Show notes

    Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
    ----
    🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!
    ---
    About Mat Sorensen:
    Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and an expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.
    ----
    * Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/.
    * Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com.
    ---
    Leave your questions in the comment section below!
    🔊 Found this video helpful? Click the Like bottom & share with others.
    Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.
    ----
    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Be an expert/shop my products - https://shop.matsorensen.com
    Blog & Articles - https://matsorensen.com/blog/
    ----
    Connect with me online:
    - Instagram: https://www.instagram.com/matsorensen/
    - Facebook: https://www.facebook.com/MatSorensenS...
    - LinkedIn: https://www.linkedin.com/in/matsorensen/
    - Twitter: https://twitter.com/matsorensen----
    Leave your questions in the comment section below!

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    Kid Roth's - Summertime Savings Strategies Jun 21, 2023
    Show notes

    How can you be the best parents? Get your kids saving! In this podcast episode, Mat and Mark walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool to turbo-charge saving with small steps.
    When you help your kids understand money, they have the ability to build wealth. Get a pad and pen ready because you’ll want to write down the Kid’s Roth IRA strategy!
    ----
    Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment
    ----
    To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
    ----
    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Shop my products - https://shop.matsorensen.com/
    Blog & Articles - https://matsorensen.com/blog/
    ----
    Connect with Mat online:
    - Instagram: https://www.instagram.com/matsorensen/
    - Facebook: https://www.facebook.com/mat.sorensen.1
    - LinkedIn: https://www.linkedin.com/in/matsorensen/
    - Twitter: https://twitter.com/matsorensen
    - YouTube: https://www.youtube.com/@MatSorensen

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    How to Best Use an IRA LLC Jun 12, 2023
    Show notes

    Join Mat and Mark as they break down how to set up the perfect structure to partner your IRA with other accounts or individuals and build a mega IRA account; the checkbook LLC is a unique structure many don’t understand.
    About Mat Sorensen:
    Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and an expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.
    ----
    * Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist, visit https://directedira.com/appointment/.
    * Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com.

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    Veena Jetti on Multi Family in Todays Market - Best Practices & Competitive Strategies - Webinar Jun 08, 2023
    Show notes

    Veena Jetti is our special guest in this webinar. Veena is founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors ($900M+). Veena has over a decade of real estate experience and over $1B+ in real estate assets over her career in both the startup world as well as the corporate world.
    ----
    Connect with Veena!
    https://www.linkedin.com/in/veena-jetti/
    https://www.instagram.com/veenajetti/
    https://www.facebook.com/theveenajetti
    Her fund!
    https://vivefunds.com
    ---
    🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    ROTH IRA VS ROTH 401K - The Great Debate! May 31, 2023
    Show notes

    Mat and Mark discuss key points you need to know in order to decide what account types are best for you based on your personal situation and investment objectives. We’ll discuss the qualifications and requirements for each account type. Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler on how to best grow your money tax-free.
    ---
    Leave your questions in the comment section below!

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    Open Forum: Answering Your Self-Directed IRA Questions! May 17, 2023
    Show notes

    Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
    ----
    🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!
    ---
    About Mat Sorensen:
    Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and an expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.
    ----
    * Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/.
    * Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com.
    ---
    Leave your questions in the comment section below!
    🔊 Found this video helpful? Click the Like bottom & share with others.
    Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.
    ----
    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Be an expert/shop my products -

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    How Your IRA Can Flip Real Estate? May 05, 2023
    Show notes

    In this episode of the Directed IRA Podcast, Mat and Mark discuss how to flip real estate in an IRA. They go over how thousands of their clients over the years have used their IRA to buy a piece of property, rehab it, and flip it for profit. That money then goes back into their retirement account, tax-free.
    ---
    Leave your questions in the comment section below!
    🔊 Found this video helpful? Click the Like button & share with others.
    Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.
    ----
    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Be an expert/shop my products - https://shop.matsorensen.com/
    Blog & Articles - https://matsorensen.com/blog/
    ----
    Connect with me online:
    - Instagram: https://www.instagram.com/matsorensen/
    - Facebook: https://www.facebook.com/MatSorensenS...
    - LinkedIn: https://www.linkedin.com/in/matsorensen/
    - Twitter: https://twitter.com/matsorensen----
    Leave your questions in the comment section below!---

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    Using an IRA or 401K to Fund a Business May 01, 2023
    Show notes

    Investing your IRA into a Small Business is HUGE for getting the ball rolling and staying ahead while avoiding a bank loan. Diversify your investments and start looking into using your IRA or 401K to fund your business and get it off the ground!. Small businesses might need your money.
    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Be an expert/shop my products - https://shop.matsorensen.com/
    Blog & Articles - https://matsorensen.com/blog/

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    Self-Directed Case Study with Gary Chung Apr 24, 2023
    Show notes

    Mat and Aaron will be joined by Gary Chung for this Webinar recording. Gary has experience with over 50 different deals with Self-Directed IRAs and Solo(k)s. This is the segment where we put CONCEPT into ACTION! We will discuss actual real estate IRA investments. The profits, pitfalls, and lessons in between.

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    Open Forum: Answering Your Self-Directed IRA Questions! Apr 17, 2023
    Show notes

    Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more.
    To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
    About Mat Sorensen:
    Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and an expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.
    * Did you know you can invest assets owned by your self-directed IRA more efficiently?
    To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/.
    * Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.”
    Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com.
    🔊 Found this video helpful? Click the Like bottom & share with others.
    Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.
    ----
    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Be an expert/shop my products - https://shop.matsorensen.com/
    Blog & Articles - https://matsorensen.com/blog/

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



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