Directed IRA Podcast
Mat Sorensen and Mark KohlerA 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 (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth... more
| Publishes | Weekly | Episodes | 138 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
In this episode Mark and I discuss how, Inheriting a retirement account can be overwhelming. Learn the options available for spouses and non-spouse beneficiaries, and discover how to make the most of your inheritance. Find out about the spousal rollo... more
In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even ... more
Join us as we explore the essential guidelines and strategies for gauging your retirement savings progress. Learn about setting clear financial goals, understanding the 4% rule, and supercharging your savings through strategic planning. Well get into... more
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Reviews
- 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 Podcasts1Alaskabadger
United States3 months 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. more
Apple Podcasts1BigRich_21United States6 months 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 Podcasts3Missy ScarlettUnited States6 months 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 Podcasts5Gay&SweatyUnited States6 months ago - 5 Star Podcast
Great advice for self directed investments! Invest in what you know, not what some hedge fund manager decides to invest in. Bigger gains then normal retirement funds.
Apple Podcasts5AbbateslamUnited States3 years ago
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Chart Rankings
Apple Podcasts | #133 | United States/Business/Investing |
Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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Directed IRA Podcast launched 4 years ago and published 138 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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