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Hosted by Unknown Host · 🇺🇸 US · EN · 229 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts Directed IRA Podcast, a business show with 229 episodes published.
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 establishi
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_sourc
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, priva
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:
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 D
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 o
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:
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 h
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
To open a self-directed Roth IRA, book a call with our team at https://directedira.com/roth-ira-account/ To open a self-directed HSA? Book a call with our team at https://directedira.com/hsa-accounts/ On today's episode
Download our getting started guide to learn more about IRA LLCs: https://directedira.com/beginners-guide-ira-llc/ In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the Self-Directed
Download our getting started guide to investing in real estate with your IRA here: https://directedira.com/beginners-guide-investing-in-real-estate-with-your-ira/ In this episode of the Directed IRA Podcast, Mat Sorensen
To get started download our getting started guide: https://directedira.com/beginners-guide/ For questions or to open an account book a call with an IRA specalist here: https://directedira.com/appointment In this episode,
For questions or to get started self-directing book a call with an IRA specalist at Directed IRA here: https://directedira.com/appointment/ Schedule a consultation with KKOS Lawyers to structure your entities, optimize y
Download our Beginner’s Guide to Transfers and Rollovers: https://directedira.com/beginners-guide-transfers-rollovers/ Have you ever wondered how to fund an IRA? Do you have money in an old 401(k) that you want to move i
Visit Bridger's website: https://www.bridgerpennington.com/ On this episode, Mat Sorensen is joined by Bridger Pennington, founder of Fund Launch, to walk through how investors can actually find, evaluate, and invest in
In this special "Breaking News" episode of the Directed IRA Podcast, Mat breaks down new guidance from the Department of Labor that could expand 401(k) access to alternative investments like private equity, real estate f
What is a self-directed IRA, and how does it actually work? In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the most foundational concepts in self-directed investing. If you have e
Self-directed IRAs allow investors to go beyond traditional markets, but using them properly requires understanding the rules, structure, and process involved. In this live session, Directed IRA Vice President of Sales N
What if your retirement account could invest in anything you believe in? Welcome to Directed IRA's new podcast series, Self-Directing 101. In this series, Mat and Mark will be covering everything you need to know to get
Mark J. Kohler
attorney, CPA, bestselling author · KKOS Lawyers
5 appearances on this show
Mat Sorensen
attorney, best-selling author, CEO · Directed IRA
6 appearances on this show
Mark Kohler
CPA, attorney, tax strategist
1 appearance on this show
Bridger Pennington
Investment Fund Secrets
1 appearance on this show
Nate Hare
Directed IRA
3 appearances on this show
Tillman Holloway
Arch Public
1 appearance on this show
Aaron Halderman
Directed IRA
1 appearance on this show
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Directed IRA Podcast is hosted by Unknown Host. The show is categorised under Business (investing) and has published 229 episodes.
Directed IRA Podcast has published 229 episodes.
Directed IRA Podcast regularly covers Business, Investing. It sits in the Business category, with a investing focus.
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Episodes of Directed IRA Podcast average 32 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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