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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
Caliber
Real Estate Investment
Retirement Accounts
Bitcoin
Ethereum
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 monthlyEpisodes204Founded5 years ago
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BusinessInvesting

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Artwork for Directed IRA Podcast

Latest Episodes

Have questions about self-directed IRAs or alternative investing?

In this live, open forum webinar, we answer some of the most common questions people have when starting their self-directing journey, with clear, practical answers. 

Our Senior Accoun... more

Read more about Trump Accounts Here: matsorensen.com/trump-retirement-accounts-explained/

If you have kids under age 18, this episode could change how you think about their financial future.

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

The start of a new year is one of the best times to reset and realign your retirement strategy. New contribution limits, new rules, and new deadlines in 2026 can all impact how much you’re able to save and how effectively you plan.

In this webinar, ... more

To learn more on year-end retirement account strategies read our new article: directedira.com/year-end-retirement-account-strategies/?utm_source_youtube_socialmedia&utm_year_end_strategies_webinar

Year-end is one of the most important window... more

Key Facts

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Recent Guests

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
Chris Lustrino
Founder and CEO of Kingscrowd, focusing on online private market investing.
Kingscrowd
Episode: How to Invest in Venture Capital & Startups (ft. Mat Sorensen & Chris Lustrino)
Noah Brocious
President of Capital Fund
Capital Fund
Episode: Real Estate Opportunities in Today’s Market with Noah Brocious

Host

Mat Sorensen
Co-host of the podcast, Mat is an attorney and CEO of Directed IRA, specializing in self-directed retirement accounts. He is a best-selling author and national expert on retirement strategies.

Reviews

4.8 out of 5 stars from 211 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 States5 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 appreciate the educational content and practical insights provided by the hosts.
Comments highlight the hosts' expertise in self-directed IRAs and their ability to explain complex topics clearly.
While many find the information invaluable for their investment strategies, some suggest more structured discussions to reduce tangential humor.
The approach is often described as engaging and humorous, though some find the banter excessive at times.

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Talking Points

Recent interactions between the hosts and their guests.

Open Forum Q&A on Self-Directed IRAs
Q: When you roll a Roth 401k to a Roth IRA, does the five-year time clock start over?
No, the clock does not restart; it remains based on when you originally established the Roth.
Open Forum Q&A on Self-Directed IRAs
Q: Can I expense my trips to my rental property using my self-directed IRA?
No, any personal expenses from those trips cannot be reimbursed as they may be considered as self-dealing.
Open Forum Q&A on Self-Directed IRAs
Q: Can I put my IRA under a trust?
The IRA cannot go under the trust, but the trust can be a beneficiary of the IRA.
Open Forum Q&A on Self-Directed IRAs
Q: Is there an income limit for Roth contributions?
Yes, for single it's $168,000 and for married, it's $252,000.
Open Forum Q&A on Self-Directed IRAs
Q: Does the traditional rollover IRA contribution count towards the SEP total?
Yes, SEP and traditional IRAs are looked at as the same, but you need to separate them as both are pre-tax contributions.

Audience Metrics

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

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Gender Skew
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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?

Focused on empowering investors, this podcast serves as a comprehensive resource for understanding self-directed IRAs and 401(k)s. It covers a wide range of topics including alternative assets, prohibited transactions, and advanced strategies like Roth IRAs and Solo 401(k)s. The knowledgeable hosts, both experienced attorneys, share insights and real-world examples to help listeners navigate the complexities of self-directed investments effectively. Unique features include practical educational content designed for both novice and seasoned investors, as well as the hosts' personal anecdotes demonstrating the potential pitfalls and successes in self-directed investing. These thematic elements demonstrate a strong commitment to financial lite... more

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How many listeners does Directed IRA Podcast get?

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To see how many followers or subscribers Directed IRA Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Directed IRA Podcast?

These podcasts share a similar audience with Directed IRA Podcast:

1. Main Street Business
2. Ken McElroy Show
3. BiggerPockets Real Estate Podcast
4. On The Market
5. The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

How many episodes of Directed IRA Podcast are there?

Directed IRA Podcast launched 5 years ago and published 204 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Directed IRA Podcast?

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Where can I see ratings and reviews for Directed IRA Podcast?

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What guests have appeared on Directed IRA Podcast?

Recent guests on Directed IRA Podcast include:

1. Troy Eckard
2. Ahmed Ahmed
3. Dave McAlvany
4. Shenoah Grove
5. Jamison Manwaring
6. David Feingold
7. Kris Krohn
8. Chris Lustrino

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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