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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

21:15

Self-Directed HSA: It's Enrollment Time

Directed IRA Podcast ·

2025/10/30

In this episode, Mat Sorensen and Mark J. Kohler dive into one of the most underrated wealth-building tools out there: the Health Savings Account (HSA). With open enrollment around the corner, it’s the perfect time to rethink your healthcare strategy and unlock the triple-tax advantages of this incredible account. Mat and Mark break down how an HSA can save you thousands in taxes, how to qualify for one, and how to self-direct your HSA into assets you actually believe in. From real estate an...

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14:26

Gold Hits a New All-Time High: How to Buy Gold (and...

Directed IRA Podcast ·

2025/10/10

Gold is breaking records again—and smart investors are taking notice. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark Kohler explain how to buy physical gold, silver, and other precious metals inside your IRA, the right way. They walk through which metals qualify, how purity standards and approved coins work, and what IRS rules you need to follow for storage and compliance. You’ll also learn how a self-directed IRA opens the door to these alternative investments, so you ca...

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20:47

#CryptoTaxFreePledge (The Secret to Keeping All Your...

Directed IRA Podcast ·

2025/10/08

In this episode of The Directed IRA Podcast, tax attorneys Matt Sorensen and Mark J. Kohler reveal one of the most powerful strategies for crypto investors, how to grow and withdraw your crypto profits completely tax free using a Crypto Roth IRA. They break down three key scenarios every crypto holder needs to understand: Getting started, how to buy crypto in a Roth IRA even if you are new to retirement accounts. Converting existing IRAs or 401(k)s, how to roll over or convert funds into R...

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10:54

Mega Backdoor Roth Explained: What Is It and How It...

Directed IRA Podcast ·

2025/09/18

Unlock one of the most powerful tax and wealth-building strategies available today: the Mega Backdoor Roth. In this episode, Mat Sorensen breaks down how you can contribute up to $70,000 each year into Roth accounts, creating massive tax-free growth for retirement. Originally filmed for the Mat Sorensen YouTube channel, this special episode is now available on the Directed IRA Podcast. Mat explains step by step: Why the Mega Backdoor Roth is so effective for high-income earnersHow to use a 40...

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27:27

5 Creative Real Estate Investment Strategies with...

Directed IRA Podcast ·

2025/09/08

Visit altassetsummit.com to learn how to invest in Alternative Assets. (More links down below.) In this episode of the Directed IRA Podcast, attorneys Mat Sorensen and Mark J. Kohler dive into five creative ways to buy real estate with your self-directed IRA. Beyond the traditional “pay cash” approach, they explore strategies like seller financing, non-recourse bank loans, subject-to deals, wholesaling, private lending, and even the Roth Dream Home Takeover (a little-known method to lo...

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27:23

Investing in Startups and Venture Capital with Your IRA

Directed IRA Podcast ·

2025/09/02

In this episode of the Directed IRA Podcast, attorney and CEO Mat Sorensen sits down with Ahmed Ahmed, Head of Funds at WeFunder, to discuss how investors can use a self-directed IRA to invest in startups and venture capital—an asset class once limited to Silicon Valley insiders and institutional funds. The conversation explores how WeFunder democratizes early-stage investing through Regulation Crowdfunding (Reg CF) and Regulation D (Reg D) offerings, giving both accredited and non-accredited...

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36:09

Investing in Alternative Assets Under $25K with Your IRA

Directed IRA Podcast ·

2025/08/27

Visit altassetsummit.com to learn how to invest in Alternative Assets. (More links down below.) You don’t need $100K to self-direct your retirement. In this episode, Mat Sorensen and Mark Kohler outline 15+ real-world strategies for investing $25,000 or less using your Roth IRA, Traditional IRA, Solo 401(k), or HSA. From real estate deals and startup investments to crypto mining, mobile homes, equipment leasing, and even cattle, Mat and Mark break down the opportunities that everyday in...

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18:11

Alternative Assets in Your 401(K)

Directed IRA Podcast ·

2025/08/15

Visit altassetsummit.com to learn how to invest in Alternative Assets. (More links down below.) In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down a groundbreaking new executive order from President Donald Trump that could reshape the future of 401(k) investing—by opening the door to alternative assets. For decades, Wall Street and Washington have kept most retirement savers locked into a narrow menu of stocks, bonds, mutual funds, and ETFs. This execut...

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30:53

The Hidden Secrets About HSAs That Will Blow Your Mind

Directed IRA Podcast ·

2025/08/13

Book a Call: https://directedira.com/appointment/ Alternative Asset Summit Tickets: https://altassetsummit.com/#ticket In this episode of the Directed IRA Podcast, Mat Sorensen and Mark Kohler unpack one of the most overlooked yet powerful tax-advantaged accounts available—the Health Savings Account (HSA). Often dismissed as a simple medical savings tool, the HSA actually offers a triple tax benefit: tax deductions for contributions, tax-free growth, and tax-free withdrawals for qualified m...

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25:56

Buying Low in Distressed Markets - Featuring Jamison...

Directed IRA Podcast ·

2025/07/28

In this episode, Mat Sorensen is joined by Jamison Manwaring, CEO and Co-Founder of Neighborhood Ventures, for a deep dive into the intersection of alternative investing, real estate innovation, and how everyday investors can participate in projects traditionally reserved for institutional capital. Jamison shares how Neighborhood Ventures became Arizona’s first public real estate crowdfunding platform, structured under Regulation A, and how it enables unaccredited investors to access professi...

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24:46

Use Your IRA to Invest in Private Funds

Directed IRA Podcast ·

2025/07/25

Did you know you can use your IRA to invest in private funds? These include private equity, venture capital, hedge funds, and real estate funds. Private funds have become one of the most popular investments among self-directed IRA owners because they offer access to professionally managed strategies, broader diversification, and the ability to passively invest in high-growth sectors—all within a tax-advantaged account. In this episode, "Use Your IRA to Invest in Private Funds," Mat Sorensen...

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14:43

College Saving Strategies You Never Thought Of

Directed IRA Podcast ·

2025/07/21

In this episode of the Directed IRA Podcast, attorneys Mat Sorensen and Mark J. Kohler unveil a powerful and often overlooked strategy for funding your child’s college education without relying solely on a 529 plan. They break down how to combine a Coverdell ESA and a Roth IRA for your children, integrate those with self-directed investments, and potentially achieve tax free growth and distributions. This episode is for business owners, parents, and investors looking for a smarter tax efficie...

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30:14

Key Questions When Self-Directing Your IRA

Directed IRA Podcast ·

2025/07/14

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler tackle the ten most frequently asked questions they hear from clients, investors, and professionals about self-directed IRAs. Whether you're brand new to self-directing or looking to avoid common missteps, this episode offers clear, practical guidance grounded in real-world scenarios and thousands of consultations. They cover what your IRA can and cannot invest in, how prohibited transactions work, when to use a chec...

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23:00

Solo 401(k) vs. Self-Directed IRA - Who Wins?

Directed IRA Podcast ·

2025/07/07

Solo 401(k) vs. Self-Directed IRA: Who Wins? In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler engage in a detailed, side-by-side comparison of two powerful retirement vehicles: the Solo 401(k) and the Self-Directed IRA. From Roth contributions and rollover rules to the Solo 401(k)’s $50K loan feature, Mat and Mark walk through real-world scenarios to help you choose (or combine) the best account for your retirement strategy. If you’re self-employed or conside...

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34:43

BEWARE - Avoid these Common Mistakes when Self-Directing

Directed IRA Podcast ·

2025/06/30

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler dive into the Top 10 Mistakes in Self-Directing Your IRA—and how to avoid them. Whether you're just getting started or already managing self-directed investments, this episode outlines the most common pitfalls that can derail your retirement strategy, including prohibited transactions, improper deal structuring, and UBIT traps. Mat and Mark not only break down each mistake but also provide practical guidance on how t...

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22:21

Waking Up Your Retirement Account: What Your 401(k)...

Directed IRA Podcast ·

2025/06/23

Ready to get started? Book a call with one of our IRA specialists!: https://directedira.com/appointment/ If you’ve got an old 401(k) or IRA collecting dust, it’s time to take control. In this episode, we explain how to move your account into a self-directed IRA—without triggering taxes or penalties—and why it matters. You’ll learn what you can invest in, from real estate to startups, and how to avoid costly mistakes. We also share real examples and walk you through the steps to get started. D...

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58:14

Buying Gold and other Precious Metals in your IRA

Directed IRA Podcast ·

2025/06/02

Ready to get started? Book a call with one of our IRA specialists!: https://directedira.com/appointment/ In this episode, Mat Sorensen and special guest David McAlvany explore how to buy gold, silver, platinum, and palladium in your IRA. They explain the rules, benefits, risks, and strategies—whether you’re seeking portfolio diversification, inflation protection, or long-term growth. Learn how precious metals can fit into your retirement plan and what mistakes to avoid. 📌 Key Chapters:

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12:47

Should my Trust be the Beneficiary of my IRA?

Directed IRA Podcast ·

2025/05/27

Learn how to take control of your retirement - https://directedira.com/ In this episode, Mat and Mark dive into one of the most overlooked yet critical aspects of retirement and estate planning—who should be the beneficiary of your IRA? Should it be your spouse? Your kids? Or your trust? They break down the tax implications, legal requirements, and best practices to ensure your wealth is passed on efficiently and securely. With real-life stories and clear action steps, this episode is a must-...

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38:08

Private Lending and Hard Money Loans with a...

Directed IRA Podcast ·

2025/05/19

To book a call with an IRA specialist!: https://directedira.com/appointment/ In this episode, Mat and Mark break down the powerful strategy of using a Self-Directed IRA for private money lending. Learn how your retirement account can act like a bank—lending money to real estate investors or businesses, earning interest and points, all while growing tax-free or tax-deferred. 0:00 - Introduction to Private Lending with a Self-Directed IRA 1:20 - What is a Self-Directed IRA and H...

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10:20

How to Buy a Rental Property in your IRA

Directed IRA Podcast ·

2025/05/14

In this podcast, Mat breaks down how he used his retirement account to purchase a real, physical rental property—and how he paid zero taxes on the rental income and six-figure profits when he sold. Most people think their retirement is locked into Wall Street investments, but Mat shows how you can use a Self-Directed IRA to invest in assets you know and trust—like real estate. He walks through the exact steps he took, the financial results, and how you can start taking control of your f...

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200 results

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