Directed IRA Podcast

By: Mat Sorensen and Mark Kohler
  • Summary

  • 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 (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT/UDFI, IRA/LLCs (aka, checkbook IRAs), and share examples and stories from their thousands of clients who have self-directed their retirement for decades.

    © 2024 Directed IRA Podcast
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Episodes
  • Directed IRA Webinar With Broad Street Private Equity!
    Nov 21 2024

    Join Mat Sorensen and special guest David Feingold, CEO of Broad Street Private Equity, for an insightful discussion on private equity investing. In this Directed IRA webinar, they break down what private equity is, how it works, and why it's becoming a popular asset class for self-directed IRA investors. With over 100 accounts investing in Broad Street deals, David shares his 34 years of experience and expertise in managing private businesses and navigating the world of alternative investments.

    📌 Topics Covered:
    - Understanding private equity
    - How Broad Street manages private equity investments
    - Insights for IRA investors looking into alternative assets

    🔗 Watch now and gain valuable knowledge to make more informed investment decisions. directedira.com for more resources.

    *This recording is for educational purposes only and does not constitute an endorsement.*

    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Shop my products - https://shop.matsorensen.com/
    Blog & Articles - https://matsorensen.com/blog/
    Ask Mat: https://matsorensen.com/ask-mat

    Connect with Mat online:

    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    TikTok: https://www.tiktok.com/@sorensenmat
    YouTube: https://www.youtube.com/@MatSorensen

    Websites:
    https://directedira.com
    https://matsorensen.com
    https://kkoslawyers.com
    https://mainstreetbusiness.com...

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    43 mins
  • Cody Sperber on Real Estate Development, Entrepreneurship, and Building Success
    Nov 18 2024

    Discover the journey of real estate developer and entrepreneur Cody Sperber as he joins Mat Sorensen to discuss the art of scaling businesses, real estate development, and thriving in competitive markets. In this episode, Cody reveals his transition from wholesaling and flipping houses to tackling luxury home developments and his strategic pivot into commercial and manufactured housing.

    Learn how Cody leveraged partnerships to break into development, built eco-friendly homes tied to charitable causes, and adapted to challenges during market downturns. Cody also dives into the booming manufactured housing market and shares innovative strategies for creating affordable housing at scale.

    Whether you're an investor, entrepreneur, or curious about real estate trends, this conversation is packed with insights on scaling businesses, finding opportunities in niche markets, and future-proofing investments.

    🔑 Key Topics Covered:
    - Scaling businesses and adapting in uncertain markets
    - Cody’s shift from luxury home building to commercial real estate
    - The rise of manufactured housing and land development strategies
    - Balancing purpose-driven business with profitability

    Subscribe for more expert interviews and business strategies!

    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Shop my products - https://shop.matsorensen.com/
    Blog & Articles - https://matsorensen.com/blog/
    Ask Mat: https://matsorensen.com/ask-mat

    Connect with Mat online:

    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    TikTok: https://www.tiktok.com/@sorensenmat
    YouTube: https://www.youtube.com/@MatSorensen

    Websites:
    https://directedira.com
    https://matsorensen.com
    https://kkoslawyers.com
    https://mainstreetbusiness.com...

    Show more Show less
    1 hr and 10 mins
  • Maxing Out Your Retirement Account For High Income Earners!
    Nov 7 2024

    In this episode of the Directed IRA Podcast, Mat Sorensen joins forces with Mark J. Kohler to break down essential retirement strategies for high-income earners. They discuss the critical $2.5 million retirement target, the importance of "employee after-tax contributions," and how to maximize retirement accounts with over $100,000 in contributions annually—even for W-2 employees. Mat and Mark debunk common myths about retirement planning and explain why growing your retirement account doesn’t have to mean locking up your funds in Wall Street products.

    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Shop my products - https://shop.matsorensen.com/
    Blog & Articles - https://matsorensen.com/blog/
    Ask Mat: https://matsorensen.com/ask-mat

    Connect with Mat online:

    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    TikTok: https://www.tiktok.com/@sorensenmat
    YouTube: https://www.youtube.com/@MatSorensen

    Websites:
    https://directedira.com
    https://matsorensen.com
    https://kkoslawyers.com
    https://mainstreetbusiness.com...

    Show more Show less
    33 mins

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