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...

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    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...

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    33 mins
  • 5 Roth IRA Benefits you didn't know
    Oct 3 2024

    In this episode of the Directed IRA Podcast, Mat and Mark explore the hidden benefits of the Roth IRA that many investors overlook. While most people know about the tax-free growth advantage, there’s much more to this retirement account that makes it a must-have for any financial strategy. From the backdoor Roth IRA to the flexibility of withdrawing contributions without penalty, Mat and Mark unpack five surprising benefits that can help you maximize your retirement savings. Tune in to learn why the Roth IRA is often referred to as the "Cadillac" of retirement planning and discover some unique strategies to make the most of it!

    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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    19 mins
  • Unlocking Unique 401(k) Strategies You Haven't Thought Of.
    Sep 26 2024

    In this episode of the Directed IRA podcast, Mat and Mark give unique strategies to supercharge your 401(k) and take control of your retirement savings.

    They explore how self-directing your 401(k) can open up investment opportunities beyond stocks and mutual funds, such as real estate, private businesses, and even cryptocurrency. Plus, they discuss the powerful "match and out" strategy to maximize your employer's contributions and why it’s crucial to take control of your retirement funds. Whether you have a traditional or Solo 401(k), these strategies can help you grow wealth like never before.

    Subscribe for more insights on how to optimize your IRAs and 401(k)s, and share this episode with anyone looking to think outside the box for their retirement planning!

    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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    26 mins
  • What Is A Solo 401(k)?
    Sep 19 2024

    In this episode, Mat dives into one of his favorite retirement strategies—the Solo 401(k). Whether you're a full-time entrepreneur or running a side hustle, this account is designed specifically for self-employed individuals with no employees. The Solo 401(k) allows you to contribute up to $69,000 per year, with options for both Roth and traditional dollars.

    We'll break down everything you need to know, from qualifying for a Solo 401(k) to setting it up and managing it. How does it compare to a SEP or traditional IRA? What are the key differences? And most importantly, how can you make the most of this powerful retirement tool?

    Special Offer: Right now, you can save $100 on Directed Custody’s Solo K accounts, plus enjoy 50-$100 off plan setup with KKOS Lawyers. Don't miss out on this deal—click here: https://kkoslawyers.com/401k-special-2024/ to learn more and start saving today!

    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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    32 mins
  • Real Estate Vs IRA's and 401(k) ft. Kris Krohn
    Sep 12 2024

    In this special episode, Mat is joined by Kris Krohn, a real estate expert with a massive following, for a debate on the best way to build wealth—investing in real estate or focusing on your IRA/401k. 💥

    We dive into the numbers, the pros and cons of each strategy, and why Kris thinks IRAs and 401ks are underperforming for most investors. I share my perspective on the power of self-directed IRAs and how they can offer a more dynamic approach to building retirement wealth.

    Tune in for some surprising stats, real-life examples (OJ Simpson’s 401k, anyone?), and our take on how you can optimize your investments for a financially secure future.

    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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    1 hr and 15 mins
  • The Ultimate Strategy to Protect Your IRA/401k
    Sep 9 2024

    In this episode, Mat Sorensen and Mark J. Kohler dive into a critical yet often overlooked topic: Asset Protection for your 401(k) and IRA. Many people focus on the tax benefits of retirement accounts, but did you know these accounts offer powerful protections from lawsuits and bankruptcy?

    Mark and Mat discuss real-life examples, including how even O.J. Simpson has managed to keep his 401(k) intact despite a massive civil lawsuit judgment. If you're worried about protecting your retirement savings, this is the episode for you. Learn why your retirement accounts may be one of your strongest defenses against financial risk.

    In this episode, you'll discover:
    - The legal protections IRAs and 401(k)s offer
    - How bankruptcy and lawsuits impact your retirement accounts
    - Why asset protection should be a key part of your financial strategy
    - Real-world examples that highlight the importance of retirement account protection

    Be sure to listen and protect your financial future!

    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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    19 mins