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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: ยฉ 2023 Directed IRA Podcast

    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    IRA & 401k Deadlines and Limits 22' & 23' Apr 07, 2023
    Show notes

    Mat Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits and looming deadlines for 2023. They walk through the rules and common strategies people use to get more money into their retirement accounts. They explain that the time is now to take action on your 2022 contributions and 2023 deadlines. This episode will have you perfectly prepared to max out your retirement account!
    Article on Contribution Limits and Deadlines:
    https://directedira.com/irs-2023-contribution-limits/

    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 Questions Mar 30, 2023
    Show notes

    Join Mat Sorensen this open forum as he answer's 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.
    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

    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



    Banking Crisis and How to Protect Your Cash? W/ Guest Jonathan Morris CEO of Titan Bank Mar 16, 2023
    Show notes

    In this webinar Mat and Aaron will be speaking with banking expert Jonathan Morris, CEO at Titan Bank, to discuss our most current events around banks collapsing.
    Topics Will Include:
    -How can you control your financial stability
    -Banks collapsing due to bank runs
    -FDIC insurance, rules and regulations
    -$250k Limit and Joint Accounts
    -FDIC Insurance for IRA/LLCs, Solo 401(k)'s, and IRAs
    -What is pass-through FDIC insurance
    -What options you have for multiple banking accounts
    -Bank deposit risks
    -What is the Bank Term Funding Program (BTFP)
    ----
    ๐Ÿ”Š Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the ๐Ÿ”” 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 โ€œThe Self Directed IRA Handbook,โ€ 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 โ€œcheckbook control IRA.โ€ 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!
    ๐Ÿ”Š Found this video helpful? Click the Like bottom & share with others.
    Subscribe to my channel and click the ๐Ÿ”” 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://matsorensen.com/products3/
    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



    Open Forum: Your Questions Answered on Self Directed Retirement Accounts Mar 13, 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
    ----
    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



    Investing in Private Funds with your IRA Mar 06, 2023
    Show notes

    Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest in private funds. These types of funds Including Hege Funds, Private Equity, Venture Capital, and Private Real Estate funds. Together they discuss the dos and don'ts of the most common fund types and how to use your Self-Directed IRA with one!

    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



    Lending and Notes with your Self-Directed IRA & 401K Feb 28, 2023
    Show notes

    In today's episode Mat and Mark discuss Lending and notes with your Self-Directed IRA and 401K. Real Estate is the top invested asset here at Directed IRA, and this is how you can take your retirement to the next level. Before investing your hard-earned savings or self-directed IRA into an โ€œalternativeโ€ business or real estate investment of another, you need to ask hard questions to the person or company receiving your money. Here are some tips to keep you out of legal trouble and to help you avoid bad investments or structures.
    ---
    Leave your questions in the comment section below!
    ๐Ÿ”Š Found this video helpful? Click the Like bottom & share with others.
    Subscribe to my channel and click the ๐Ÿ”” 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/MatSorensenSDIRA/
    - 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



    Raising Private Money for Real Estate with Amy Mahjoory - Special Guest Episode Feb 17, 2023
    Show notes

    Amy Mahjoory was our special guest for the Directed IRA podcast and talked about raising private money for your deals (OPM, other people's money).
    Amy is a frequent speaker and expert on raising private money for real estate. She's also known in the real estate space as a personality on HGTV's House Hunters.
    I'll be speaking at Amy's Raising Private Money event in April in Long Beach:
    https://www.raisingpm.com/liveevent
    You can also find her at:
    https://amymahjoory.com
    https://www.instagram.com/amymahjoory/
    https://www.linkedin.com/in/amy-mahjoory-bb299511/
    Leave your questions in the comment section below!
    ๐Ÿ”Š Found this video helpful? Click the Like bottom & share with others.
    Subscribe to my channel and click the ๐Ÿ”” 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



    Investing in Distressed Assets Feb 13, 2023
    Show notes

    In todays Webinar Mat and Aaron speak with special guest Josh McCallen on investing in Distressed Assets.
    Josh McCallen is a nationally recognized hospitality executive, conference speaker, innovator, builder and investor with a track record for developing exceptional resort properties and growing world-class operational teams.
    In 20 years, McCallen has led luxury residential and hospitality construction programs, served as president of a 400+ person hotel development and management company, and built numerous businesses and brands worth more than $150,000,000.
    Topics Include:
    Live Q&A
    Investing in hospitality and resorts
    Creating a world-class brand
    The importance of core values in your business
    Building a successful team to support your investing business
    The importance of selling on value, not price
    Why Josh sees great opportunity and value in investing in resorts today
    Thinking of money as power that you can do for others
    What other investors can learn and what Josh's company/fund is doing.

    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



    Secure 2.0 & Law Changes to IRA'S & 401K'S in 2023 Feb 07, 2023
    Show notes

    Mat takes the new Secure 2.0 and breaks it into the most important pieces. Answering your questions on the new law changes along the way. To find out more details on Secure 2.0 and the new Law Changes to IRA's and 401K's visit the link below!
    ----
    Secure 2.0 Podcast and Article:
    https://matsorensen.com/self-directed-ira-investing/huge-changes-iras-401ks-new-budget-law-affects-everyone/
    https://directedira.com/ep-82-huge-change-to-iras-and-401ks-new-laws-in-affect/

    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



    SOLO 401K VS. SEP IRA Jan 31, 2023
    Show notes

    In this episode, Mat and Mark discuss the differences between Solo 401Ks and SEP IRAs; they explain which plan is right for YOU!
    Article on Solo 401Ks:
    2022 Solo 401(k) Contribution Deadlines: Rules, Steps, and Strategies

    SEP IRA can now be ROTH:
    EP.82 Huge Change to IRAโ€™s and 401Kโ€™s โ€“ New Laws in Affect

    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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