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Artwork for Directed IRA Podcast

Directed IRA Podcast

Mat Sorensen and Mark Kohler
Roth IRA
Self-Directed IRA
Backdoor Roth IRA
Cryptocurrency
Tax Strategies
Retirement Savings
Financial Planning
Real Estate
Chunking Strategy
Real Estate Investment
Caliber
Retirement Accounts
Ethereum
Bitcoin
Secure 2.0
Publicly Traded Companies
Precious Metals
Solo 401(k)
Solo 401k
Opportunity Zones

A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth... more

PublishesWeeklyEpisodes194Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Directed IRA Podcast

Latest Episodes

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 ... more

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.

Th... more

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 ... more

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-di... more

Key Facts

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Recent Guests

Ahmed Ahmed
Head of Funds at WeFunder
WeFunder
Episode: Investing in Startups and Venture Capital with Your IRA
Dave McAlvany
An advisor with extensive experience in the precious metals sector
Episode: Buying Gold and other Precious Metals in your IRA
Jamison Manwaring
Co-founder of Neighborhood Ventures and real estate investor
Neighborhood Ventures
Episode: Banks Are Pushing Distressed Assets—Here’s What It Means for You! with Jamison Manwaring.
Shenoah Grove
Special guest from the Texas Rias
Texas Rias
Episode: How To Find Real Estate Deals For Your Self Directed IRA With Shenoah Grove!
David Feingold
CEO of Broad Street Private Equity Firm
Broad Street Private Equity Firm
Episode: Understanding Private Equity: How to Leverage Your IRA or 401k w/ David Feingold
Kris Krohn
Real estate investor and educator
Episode: Real Estate Vs IRA's and 401(k) ft. Kris Krohn
Chris Lustrino
Founder and CEO of Kingscrowd, focusing on online private market investing.
Kingscrowd
Episode: How to Invest in Venture Capital & Startups (ft. Mat Sorensen & Chris Lustrino)
Noah Brocious
President of Capital Fund
Capital Fund
Episode: Real Estate Opportunities in Today’s Market with Noah Brocious
Dr. David Anderson
Real estate investor and expert in tax lien certificates.
Episode: 51 minutes of Pure Advice on how to Build Wealth

Hosts

Mark J. Kohler
Co-host and tax attorney specializing in self-directed IRAs, co-founder of Directed IRA & Directed Trust Company, providing financial and legal advice.
Mat Sorensen
Co-host and CEO, an expert on self-directed IRAs and retirement accounts, also co-founder of Directed IRA.

Reviews

4.8 out of 5 stars from 209 ratings
  • I love listening to an audio on the topic of SDIRA’s. I had no idea this was even an option and love that Matt and Mark take the time to discuss real life examples of what is possible as alternative ways of diversifying your retirement portfolio.

    Audible
    5
    Ann Marie Davis
    United Statesa month ago
  • Better explanation

    I really like the content and strategies they discuss. However, they often leave out one major detail, that you can’t move your current employer 401k money into a self-directed IRA account, which is often times where most of your retirement money is. Ultimately making all the strategies they’re discussing irrelevant.

    Apple Podcasts
    1
    Alaskabadger
    United States2 years ago
  • Just another salesman podcast

    Every 5 minutes these guys are just pitching you on their services. I educated myself on how to do this and was looking for a podcast that would talk about all the creative ways people are using these investment tools. But sadly they just ramble on and fluff up their services and make it seem your doing it wrong if you go anywhere else.

    Schwab offers this now but their just going to tell you to not go their too.

    I purchased all my documents and a course from a lawyer and set everything up a... more

    Apple Podcasts
    1
    BigRich_21
    United States2 years ago
  • Great tips but ….

    Overall the information is excellent, but the constant unnecessary banter and jokes is extremely frustrating. It’s kind of like being in a really great class in school with a 12-year-old boy who keeps making stupid jokes and you just want him to shut up and let the teacher explain. I listened to one podcast that was 10 rules on disallowed transactions and it was 45 minutes, because there was so much unnecessary dribble. I can’t figure out why they do this. Is their audience this undereducate... more

    Apple Podcasts
    3
    Missy Scarlett
    United States2 years ago
  • I’m so grateful for this show!!

    A five-star podcast that expertly educates self-directed IRA and 401(k) investors on so many essential topics making it an invaluable resource for those seeking to secure their financial future! ⭐⭐⭐⭐⭐

    Apple Podcasts
    5
    Gay&Sweaty
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the informative and educational content about self-directed IRAs and 401(k)s, finding the strategies shared to be practical and valuable.
There are comments on excessive banter and promotional content, indicating a desire for more focused discussions.
Overall, listeners express gratitude for the insights provided and many highlight how the content has positively influenced their financial decision-making.

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Talking Points

Recent interactions between the hosts and their guests.

Key Questions When Self-Directing Your IRA
Q: What should I invest in with my self-directed IRA?
Invest in what you know and develop expertise in a few areas rather than trying to diversify across too many asset classes.
Key Questions When Self-Directing Your IRA
Q: When should I use a checkbook IRA or IRA LLC?
Use a checkbook IRA or LLC when you want more control over your investments and to facilitate quicker transactions.
Key Questions When Self-Directing Your IRA
Q: What account type should I set up?
You should set up a self-directed IRA that matches the type of account you currently hold, whether it's a traditional or a Roth IRA.
Key Questions When Self-Directing Your IRA
Q: What can't I invest in with my IRA?
You cannot invest in entities that are federally prohibited, like cannabis operations, or S corporations, and you cannot invest in assets already owned by disqualified persons.
Buying Gold and other Precious Metals in your IRA
Q: How should I best go about investing in this with my IRA?
There are several categories like growth-oriented gold miners, gold and silver mining companies, or ETFs that offer exposure to the precious metals market.

Audience Metrics

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Frequently Asked Questions About Directed IRA Podcast

What is Directed IRA Podcast about and what kind of topics does it cover?

Covering a wide range of topics related to self-directed investing, the discussions explore strategies and opportunities available for IRA and 401(k) investors. The hosts focus on educating listeners about various aspects including Roth IRAs, real estate investment properties, private equity, and the legal structures and tax implications associated with self-directed accounts. Unique features of the show include real-life examples and client stories that illustrate the potential power of self-directed investing. It stands out by providing practical advice while integrating humor and approachable banter, making complex financial topics more relatable to listeners.

Listeners can expect insights into innovative investment strategies, tips for... more

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How many listeners does Directed IRA Podcast get?

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To see how many followers or subscribers Directed IRA Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Directed IRA Podcast?

These podcasts share a similar audience with Directed IRA Podcast:

1. Main Street Business
2. Tax Smart Real Estate Investors Podcast
3. The WealthAbility Show with Tom Wheelwright, CPA
4. Passive Real Estate Investing
5. BiggerPockets Real Estate Podcast

How many episodes of Directed IRA Podcast are there?

Directed IRA Podcast launched 5 years ago and published 194 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Directed IRA Podcast?

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What guests have appeared on Directed IRA Podcast?

Recent guests on Directed IRA Podcast include:

1. Ahmed Ahmed
2. Dave McAlvany
3. Jamison Manwaring
4. Shenoah Grove
5. David Feingold
6. Kris Krohn
7. Chris Lustrino
8. Noah Brocious

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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