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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

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

PublishesTwice monthlyEpisodes208Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Directed IRA Podcast

Latest Episodes

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down how investors can use a self-directed IRA, HSA, or solo 401(k) to invest in real estate and private lending. They cover the core strategies—rental properties, fli... more

After every major run-up comes a correction – and after every correction, serious investors ask the same question:

What should I be doing now?

Directed IRA founder Mat Sorensen will host Tillman Holloway, Founder & CEO of Arch Public, and Arch Publ... more

If you’re looking to generate passive income and steady returns from your retirement account, this is a strategy you need to understand.

Join Directed IRA’s VP of Sales, Nate Hare, along with co-host Daniel Tercey, for a live training on Private Len... more

If you’re self-employed and want to put more money away for retirement, the Solo 401(k) is one of the most powerful tools available, but the rules and deadlines matter.

In this live webinar, Mat Sorensen will walk through the Solo 401(k) basics, inc... more

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Recent Guests

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
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!
Jamison Manwaring
CEO of Neighborhood Ventures
Neighborhood Ventures
Episode: Where is Real Estate headed in 2025? w/ Jamison Manwaring
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

Hosts

Mat Sorensen
Host and attorney experienced in self-directed retirement strategies, best-selling author of 'The Self-Directed IRA Handbook', and CEO of Directed IRA & Directed Trust Company. Mat is a recognized expert in self-directed accounts with nearly $3 billion under administration, offering his insights into financial strategies for retirement planning.
Mark J. Kohler
Co-host and CPA specializing in small business tax and legal strategies, and best-selling author of six books. As a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, Mark has trained thousands of tax professionals and advises clients on effective wealth management.

Reviews

4.8 out of 5 stars from 212 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 States6 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 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 praise the content for its educational value, particularly in navigating self-directed IRAs and alternative investments.
Reviewers highlight the podcast as a valuable resource, especially for newer investors seeking clarity on complex topics.
The practical advice and real-world examples resonate well with those looking to optimize their retirement accounts.
Some express frustration over perceived frequent self-promotions and the banter that detracts from the educational material.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Crypto Market Reset: What To Do Now
Q: What role does the Arch Algo play in prudent crypto investing?
The Arch Algo is described as a free, modular toolbox that helps allocate and reallocate capital, automate entries and exits, and manage cost bases, enabling disciplined, rule-based investing and yield harvesting within a retirement account.
Crypto Market Reset: What To Do Now
Q: How can self-directed IRA holders leverage crypto tax-advantaged accounts to maximize returns?
By using Roth IRAs, crypto-specific products, and automated strategies, investors can avoid immediate tax implications on gains, allowing compounding to work over long horizons; the speakers highlight the flexibility of moving into crypto within tax-advantaged accounts and the benefits of long-term holding.
Crypto Market Reset: What To Do Now
Q: What is driving the current crypto cycle, and how should investors think about bear markets?
The guests emphasize that institutions and developers see a white-hot opportunity even amid retracements, suggesting that bear markets are periods to accumulate with discipline using automated tools, rather than to abandon crypto altogether.
Private Money Lending in a Self-Directed IRA
Q: Is there a limit on the number of loans per year?
No, there is no limit on loans per year in a self-directed IRA.
Private Money Lending in a Self-Directed IRA
Q: What is private money lending?
It's when you use retirement accounts to lend money, secured by real estate.

Audience Metrics

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

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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?

Episodes feature detailed discussions about self-directed IRAs and 401(k)s, focusing on topics that help investors understand alternative asset investments. The hosts, who are both experienced attorneys in the field, cover practical strategies for utilizing retirement accounts to invest in real estate, private equity, and other assets, often pointing out the tax benefits and rules associated with these investment vehicles. Notable topics include Roth IRAs, Solo 401(k)s, and the nuances of prohibited transactions, often illustrated through case studies and real-world investor experiences to make the material relatable and actionable. This educational resource stands out for its blend of expertise and practical advice, making it invaluable to... more

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Which podcasts are similar to Directed IRA Podcast?

These podcasts share a similar audience with Directed IRA Podcast:

1. Main Street Business
2. BiggerPockets Real Estate Podcast
3. BiggerPockets Money Podcast
4. Your Money, Your Wealth
5. Real Estate Rookie

How many episodes of Directed IRA Podcast are there?

Directed IRA Podcast launched 6 years ago and published 208 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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What guests have appeared on Directed IRA Podcast?

Recent guests on Directed IRA Podcast include:

1. Tillman Holloway
2. Andrew Parish
3. Troy Eckard
4. Ahmed Ahmed
5. Dave McAlvany
6. Shenoah Grove
7. Jamison Manwaring
8. David Feingold

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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