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PODCAST

Directed IRA Podcast

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 (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

business investing

All Episodes

54:37

How Investors are Turning Hotels into Homes People...

Directed IRA Podcast ·

2025/05/14

In this episode of the Directed IRA Podcast, I sat down with Adam Hooper and Ryan Sudek from Sage Investment Group to dive into a high-impact real estate strategy: converting underutilized hotels into naturally affordable housing. We explored how this model delivers strong investor returns while addressing the affordable housing crisis—without relying on government subsidies. With over 20 successful conversions and more in the pipeline, this episode is packed with insights on real estate inve...

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53:19

50 Minutes of Real Talk on Self-Directed IRAs and...

Directed IRA Podcast ·

2025/05/07

Thinking of opening a Self-Directed IRA? Open an account today https://directedira.com/open-accounts/ In this exclusive live audience podcast, recorded at the Self-Directed IRA Summit, ‪@MarkJKohler‬ and I talk about how powerful the tool of self-directing is. Enjoy as we are accompanied by live attendees going over REAL self-directed investing scenarios. Learn how to take control of your retirement - https://directedira.com/ Shop my products - https://shop.matsorensen.com/ Blog & Artic...

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8:17

Backdoor Roth Strategy for 2025

Directed IRA Podcast ·

2025/04/07

In this episode of the Directed IRA Podcast, Mat Sorensen breaks down one of the most powerful tools for building long-term, tax-free wealth: the Backdoor Roth IRA. Many high-income earners believe they’re ineligible for Roth IRAs due to income limits—but that’s where the backdoor strategy comes in. Mat walks you through how the Backdoor Roth IRA works in 2025, including the three-step process of contributing to a traditional IRA, making it non-deductible, and then converting it to a Roth. He...

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39:01

Top 10 FAQs For Self Directed IRAs!

Directed IRA Podcast ·

2025/03/31

Mat Sorensen and Mark J. Kohler are back with another episode of the Directed IRA Podcast—this time answering the most frequently asked questions about self-directed IRAs. Mat, the CEO of Directed IRA, requested this episode himself because he’s tired of hearing the same questions over and over(Cleary we're kidding). So, he and Mark are tackling them head-on in this special "Getting Started" series. Listeners will get clear answers on what they can invest in, what they should invest in, and t...

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26:11

How to Partner your IRA with others when doing Deals

Directed IRA Podcast ·

2025/03/26

In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the mechanics of partnering your IRA with others in deals. Whether it’s pooling funds from multiple IRAs, combining accounts within a family, or structuring investments to comply with IRS rules, they cover the do’s and don’ts of co-investing. Tune in to learn how to structure partnerships, avoid prohibited transactions, and maximize your self-directed retirement investing strategy. Learn how to take control o...

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27:38

Investing in Private Companies, Funds, and Small...

Directed IRA Podcast ·

2025/03/17

In this episode of the Directed IRA Podcast, Mark and Mat break down how to use your self-directed IRA or 401(k) to invest in private businesses, funds, and startups. We’re not talking about running another business yourself—we’re talking about leveraging your expertise to identify valuable investment opportunities. Most people think investing with an IRA means buying stocks, but what if you could invest in the next big thing before it goes public? Whether it’s a local business you know has ...

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33:08

Banks Are Pushing Distressed Assets—Here’s What It...

Directed IRA Podcast ·

2025/03/10

Jamison Manwaring joins Mat Sorensen in the podcast to discuss a unique foreclosure deal that Neighborhood Ventures is acquiring. With rising interest rates and lenders tightening their grip, a prime multifamily property in Arcadia, Phoenix, recently went through foreclosure. Originally purchased for $18.25 million, Neighborhood Ventures secured it for $11 million, presenting a significant opportunity. Jamison explains how the property, already 91% occupied and recently renovated, was underva...

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22:00

Self Directed Mechanics - Transfers & Rollovers

Directed IRA Podcast ·

2025/03/05

In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the key steps to setting up and funding a self-directed retirement account. If you have an existing IRA, 401(k), or another retirement account and you're wondering how to transition into self-directing, this episode is for you. Mark and Mat discuss the importance of understanding what type of retirement account you already have, how to take inventory of your funds, and what options are available for rolling o...

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11:16

How To Buy XRP Tax-Free With A Roth IRA!

Directed IRA Podcast ·

2025/02/18

Is it possible to invest in crypto completely tax-free? Yes—if you use a Roth IRA! In this episode of the Directed IRA Podcast, Mat Sorensen breaks down how you can use a self-directed Roth IRA to invest in cryptocurrencies like XRP while avoiding capital gains taxes. Most people assume Roth IRAs are limited to stocks, bonds, and mutual funds through major brokers like Fidelity or Schwab. But with a self-directed Roth IRA, you can invest in alternative assets—including crypto. Mat walks you t...

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31:51

How To Use An IRA LLC/ Checkbook IRA!

Directed IRA Podcast ·

2025/02/10

Mat Sorensen and Mark J. Kohler break down the IRA LLC, also known as the Checkbook IRA, explaining how it works, when it makes sense, and how to avoid common pitfalls. As experienced tax attorneys, they clarify the rules, discuss asset protection benefits, and share real-world use cases. Whether you're investing in real estate, private loans, or other alternative assets, this episode gives you the key information to keep your self-directed IRA compliant while maximizing flexibility. Learn Mo...

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43:50

How To Find Real Estate Deals For Your Self Directed...

Directed IRA Podcast ·

2025/02/03

Finding real estate deals is the #1 challenge holding back Self-Directed IRA investors—but it doesn’t have to be! In this episode, Mat sit's down with Shenoah Grove from Texas REIAs to share proven strategies for uncovering off-market opportunities. They discuss: Why traditional MLS listings aren’t the best option for investorsHow to use the Notice of Substitute Trustee to get ahead of foreclosuresMarketing tactics to connect with motivated sellersThe mindset shift investors need to find deal...

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29:44

Self-Directed IRA Rules - Buying Real Estate and...

Directed IRA Podcast ·

2025/01/21

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler continue their deep dive into self-directed IRAs, focusing on the rules you need to follow. This is part two of their ten-part series, where they discuss what you can and cannot invest in using your IRA.They explain prohibited transactions, disqualified persons, and how the tax code impacts your investment decisions. The episode also clarifies common myths, such as the idea that self-directed IRAs are overly complex ...

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41:05

What Is A Self Directed IRA? Pt.1

Directed IRA Podcast ·

2025/01/13

Wall Street isn’t telling you the whole story about your retirement accounts—they tell you what works for them. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler kick off a 10-part series covering everything you need to know about self-directed IRAs.What is a self-directed IRA? How does it work? And why is Wall Street reluctant to share these options with you? Mat and Mark dive into the power of self-directing, explaining how you can invest in assets beyond the stoc...

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38:55

Where is Real Estate headed in 2025? w/ Jamison...

Directed IRA Podcast ·

2024/12/30

Are you wondering how to spot a great investment opportunity in today’s real estate market? In this video, we dive into the current state of the real estate industry, focusing on multifamily properties, interest rate impacts, and strategies to navigate a challenging market.Join us as we discuss: ✔️ Why Arizona’s multifamily market is facing unique challenges and opportunities. ✔️ The effects of rising interest rates on property values. ✔️ How distressed opportunities are creati...

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64:10

Webinar: Buying Crypto in Your IRA - BTC, SOL, XRP, &...

Directed IRA Podcast ·

2024/12/26

Did you know you can use your IRA to invest in cryptocurrency? In this video, I’ll walk you through how to buy crypto like Bitcoin, Solana, and XRP using your IRA and explain the incredible tax benefits that come with it. Whether you're looking to diversify your portfolio, capitalize on crypto's growth potential, or take advantage of the tax-free or tax-deferred benefits of an IRA, this strategy can be a game-changer. Ready to get started? Open a crypto IRA account today: https://...

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16:37

Buying Crypto with your IRA - Step by Step

Directed IRA Podcast ·

2024/12/16

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down everything you need to know about using a crypto IRA or crypto 401(k) to invest in top tokens like Bitcoin, Solana, and XRP. Learn the step-by-step process to open an account, fund it, and start trading—all within tax-advantaged vehicles like a Roth IRA. Discover why thousands of investors trust Directed IRA to streamline this process and how you can achieve tax-free gains on your crypto investments....

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24:04

Roth Chunking and Year-End Deadlines & Strategies

Directed IRA Podcast ·

2024/12/02

Don't Miss These Year-End Retirement Deadlines!In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J Kohler break down the five crucial actions you need to take before December 31st to maximize your retirement and tax strategy. From Roth conversions to required minimum distributions (RMDs), we cover what you must know to avoid missing out on key opportunities and facing unnecessary penalties. Highlights:- Roth Conversions: Why you should act before year-end to lock in you...

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49:00

Open Forum: Listeners Questions Answered!

Directed IRA Podcast ·

2024/11/25

Podcast Description:In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler answer listener-submitted questions in an open forum! They cover key topics like managing Required Minimum Distributions (RMDs) within IRA LLCs, strategies for Roth conversions, and the ins and outs of rolling over a Roth 401(k) to a solo 401(k). They also discuss critical considerations for maximizing Social Security benefits and avoiding Medicare penalties.Tune in for expert insights and practic...

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43:20

Understanding Private Equity: How to Leverage Your...

Directed IRA Podcast ·

2024/11/21

Join Mat Sorensen and special guest David Feingold, CEO of Broad Street Private Equity, for an insightful discussion on private equity investing. In this Directed IRA webinar, they break down what private equity is, how it works, and why it's becoming a popular asset class for self-directed IRA investors. With over 100 accounts investing in Broad Street deals, David shares his 34 years of experience and expertise in managing private businesses and navigating the world of alternative investmen...

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69:54

Cody Sperber on Real Estate Development,...

Directed IRA Podcast ·

2024/11/18

Discover the journey of real estate developer and entrepreneur Cody Sperber as he joins Mat Sorensen to discuss the art of scaling businesses, real estate development, and thriving in competitive markets. In this episode, Cody reveals his transition from wholesaling and flipping houses to tackling luxury home developments and his strategic pivot into commercial and manufactured housing.Learn how Cody leveraged partnerships to break into development, built eco-friendly homes tied to charitable...

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200 results

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