Rephonic
Artwork for Directed IRA Podcast

Directed IRA Podcast

Mat Sorensen and Mark Kohler
Self-Directed IRA
Roth IRA
Real Estate Investment
Real Estate
Cryptocurrency
401(k)
Solo 401(k)
Self-Directed Iras
Prohibited Transactions
Tax Strategies
Health Savings Account
Investment Strategies
Retirement Accounts
Backdoor Roth IRA
Mega Backdoor Roth
IRA
Precious Metals
Traditional IRA
Interest Rates
Retirement Savings

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 sel... more

PublishesWeeklyEpisodes220Founded6 years ago
Number of ListenersCategories
BusinessInvesting

Listen to this Podcast

Artwork for Directed IRA Podcast

Latest Episodes

To begin investing in real estate with a self-directed IRA, schedule a call with our team at Directed IRA: directedira.com/appointment/

In this special episode of the Directed IRA Podcast,  we had Nate Hare (Vice President at Directed IRA) w... more

To open a self-directed Roth IRA, book a call with our team at directedira.com/roth-ira-account/

To open a self-directed HSA? Book a call with our team at directedira.com/hsa-accounts/

On today's episode of the Directed IRA Podcast,... more

Download our getting started guide to learn more about IRA LLCs: 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 IRA LLC, also known as the “C... more

Download our getting started guide to investing in real estate with your IRA here: directedira.com/beginners-guide-investing-in-real-estate-with-your-ira/

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break dow... more

YouTube

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Main Street Business
Main Street BusinessMark J Kohler and Mat Sorensen
Passive Real Estate Investing
Passive Real Estate InvestingReal Estate Investing with Marco Santarelli, Investor and Entrepreneur.
Ken McElroy Show
Ken McElroy ShowKen McElroy

Recent Guests

John Ciccarchi
Board member mentioned in the video clips
Director/Board member at Directed IRA
Episode: Real Self-Directed IRA Deals (Show and Tell with Mat and Mark)
Bridger Pennington
Founder, CEO of Fund Launch Live; runs private funds and teaches capital-raising
Fund Launch Live
Episode: How to Find, Vet, and Invest in Private Funds with a SDIRA (ft. Bridger Pennington)
Tillman Holloway
CEO of Arch Public
Arch Public
Episode: Crypto Market Reset: What To Do Now
Andrew Parish
Co-founder of Arch Public
Arch Public
Episode: Crypto Market Reset: What To Do Now
Troy Eckard
Pro in oil and gas investing and mineral rights
Eckard Enterprises
Episode: What You Need to Know When Buying Oil & Gas With an IRA
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!

Hosts

Mat Sorensen
Attorney and CEO of Directed IRA & Directed Trust Company; co-host focusing on self-directed retirement strategies.
Mark J. Kohler
CPA, attorney, co-host; renowned for tax and small business legal strategies.

Reviews

4.8 out of 5 stars from 214 ratings
  • So Informative

    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 States9 months ago
  • 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 States9 months 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 States3 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 States3 years ago

Listeners Say

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

Fans highlight clear explanations and actionable strategies for real-world deals.
Some reviews note excessive promo/banter and wish for more content breadth beyond services.
Listeners appreciate the practical, asset-specific guidance for self-directed investing.

Top Investing Podcasts

The Ramsey Show
The Ramsey ShowRamsey Network
Prof G Markets
Prof G MarketsVox Media Podcast Network
Financial Audit
Financial AuditCaleb Hammer
Odd Lots
Odd LotsBloomberg
The MORE Show
The MORE ShowJustin Colby, Bleav, Justin Colby
Money Guy Show
Money Guy ShowBrian Preston and Bo Hanson
Wake Up to Wealth
Wake Up to WealthBrandon Brittingham

Talking Points

Recent interactions between the hosts and their guests.

Investing in Real Estate with your Self-Directed IRA: Step-by-Step
Q: Is there a way I can manage a multifamily property if I'm a minority owner in the investment using my self-directed IRA? Or am I prohibited regardless of the amount of the investment?
Sweat equity by disqualified persons is restricted; you as the fiduciary must avoid providing sweat equity or acting as a contractor. The investment must be managed by non-disqualified parties, and the IRA must receive income and pay expenses. An IRA can own a piece of property, but any active management or labor by the IRA owner is generally prohibited.
Real Self-Directed IRA Deals (Show and Tell with Mat and Mark)
Q: Tell me about this deal. Like, what did you like about this deal for this house?
Natalie explains the deal's strong equity, noting she paid about $216k and valued the property around $530k, with an additional buildable duplex lot that added significant value.
Real Self-Directed IRA Deals (Show and Tell with Mat and Mark)
Q: Tell me a little bit about yourself.
Natalie describes herself as a hairdresser and business owner who also works as a general contractor and now invests in real estate using an IRA.
Open Forum Q&A
Q: Not technically, can you combine a 401(k) with an IRA to make one IRA?
You cannot combine them into one account since an IRA and a 401(k) are different types of accounts; you can roll an IRA into a 401(k) under certain conditions, and traditional IRAs can be rolled into a 401(k) but Roth IRAs cannot; you can move money between them in many ways but not merge them into a single account.
Open Forum Q&A
Q: If you move funds from a traditional IRA to a self-directed Roth, will that cause a tax event?
A Roth conversion is a taxable event; you pay income tax on the converted amount in the year of the conversion, but it allows future gains to be tax-free; the tax is reported on a 1099 after the year ends.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Directed IRA Podcast

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

The show serves as a practical playbook for investing through self-directed retirement accounts, with heavy emphasis on real estate, private funds, crypto, and non-traditional assets. Episodes often walk through account setup, funding options, tax considerations, deal sourcing, due diligence, and compliant structures (like IRA LLCs and checkbook control), peppered with real-world deal stories and cautionary notes about prohibited transactions. Guests range from real estate investors to fund managers and tech-enabled platforms, offering tactical guidance, templates, and milestones for listeners aiming to diversify retirement portfolios using self-directed strategies. A standout throughline is the blend of legal/tax expertise with hands-on in... more

Where can I find podcast stats for Directed IRA Podcast?

Rephonic provides a wide range of podcast stats for Directed IRA Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Directed IRA Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Directed IRA Podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Directed IRA Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Directed IRA Podcast?

Rephonic provides comprehensive predictive audience data for Directed IRA Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Directed IRA Podcast have?

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. Passive Real Estate Investing
4. BiggerPockets Real Estate Podcast
5. Ken McElroy Show

How many episodes of Directed IRA Podcast are there?

Directed IRA Podcast launched 6 years ago and published 220 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Directed IRA Podcast?

Rephonic pulls ratings and reviews for Directed IRA Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Directed IRA Podcast?

Rephonic provides full transcripts for episodes of Directed IRA Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Directed IRA Podcast?

Recent guests on Directed IRA Podcast include:

1. John Ciccarchi
2. Bridger Pennington
3. Tillman Holloway
4. Andrew Parish
5. Troy Eckard
6. Ahmed Ahmed
7. Dave McAlvany
8. Jamison Manwaring

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days