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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
IRA LLC
Precious Metals
Traditional IRA
Interest Rates

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

PublishesWeeklyEpisodes227Founded6 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Directed IRA Podcast

Latest Episodes

Looking to take more control of your retirement investments? Directed IRA helps investors diversify beyond traditional stocks and mutual funds by investing retirement funds into alternative assets like real estate, private funds, private lending, sta... more

If you're a business owner looking to give your child a head start with their retirement, book a call with Directed IRA to learn more about the Kid's Roth!: directedira.com/appointment/ 

Open a Trump Account here: trumpaccounts.gov/ more

If you're ready to invest in precious metals with your IRA or have additional questions about getting started, book a call with our team at Directed IRA: directedira.com/appointment/

Interested in learning more about alternative investments?... more

To learn more about opening a self-directed HSA and how you can use an HSA to invest in what you know, click the link to connect with my team at Directed IRA: directedira.com/appointment/

In this episode of the Directed IRA Podcast, Mat Sore... more

Key Facts

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

Recent Guests

Ashley Burr
Senior attorney at KKOS Lawyers
KKOS Lawyers
Episode: When Should You Use an IRA/LLC or Checkbook IRA?
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
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 Statesa year 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 Statesa year 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 States3 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.

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Talking Points

Recent interactions between the hosts and their guests.

When Should You Use an IRA/LLC or Checkbook IRA?
Q: Can you use an IRA LLC to invest in real estate overseas?
Ashley explains that while US LLCs can be set up, asset protection and local laws vary; a US-based LLC can own the foreign asset or own a US LLC that owns a foreign asset, but local counsel is essential to verify protections and tax implications.
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.

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

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How many episodes of Directed IRA Podcast are there?

Directed IRA Podcast launched 6 years ago and published 227 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. Ashley Burr
2. John Ciccarchi
3. Bridger Pennington
4. Tillman Holloway
5. Andrew Parish
6. Troy Eckard
7. Ahmed Ahmed
8. Dave McAlvany

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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