Directed IRA Podcast

EXPLORE

Society & Culture

© 2024 PodJoint

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/2b/72/46/2b72466d-f380-6f2b-3ae9-4d7fff655a72/mza_6706908774046394334.jpg/600x600bb.jpg

Directed IRA Podcast

Mat Sorensen and Mark Kohler

197 episodes

3 days ago

Crypto continues to be one of the fastest-moving asset classes — and when you combine it with the tax-free power of a Roth IRA, it becomes one of the most compelling long-term wealth strategies available. Join Mat Sorensen (CEO, Directed IRA) and Aaron Halderman (COO, Directed IRA) for a live training session where they break down everything you need to know about investing in crypto inside a Self-Directed Roth IRA. You’ll learn how the structure works, how to access 60+ supported assets, wh...

Show more...

All content for Directed IRA Podcast is the property of Mat Sorensen and Mark Kohler and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Crypto continues to be one of the fastest-moving asset classes — and when you combine it with the tax-free power of a Roth IRA, it becomes one of the most compelling long-term wealth strategies available. Join Mat Sorensen (CEO, Directed IRA) and Aaron Halderman (COO, Directed IRA) for a live training session where they break down everything you need to know about investing in crypto inside a Self-Directed Roth IRA. You’ll learn how the structure works, how to access 60+ supported assets, wh...

Show more...

Episodes (20/197)

Directed IRA Podcast

Tax-Free Crypto Investing With a Roth IRA

Crypto continues to be one of the fastest-moving asset classes — and when you combine it with the tax-free power of a Roth IRA, it becomes one of the most compelling long-term wealth strategies available. Join Mat Sorensen (CEO, Directed IRA) and Aaron Halderman (COO, Directed IRA) for a live training session where they break down everything you need to know about investing in crypto inside a Self-Directed Roth IRA. You’ll learn how the structure works, how to access 60+ supported assets, wh...

3 days ago

54 minutes

Directed IRA Podcast

Buy Oil & Gas With an IRA - What You Need to Know

Mat Sorensen sits down with Troy Eckard, founder and chairman of the board at Eckard Enterprises, for a clear look at how investors use self directed IRAs to buy mineral rights and participate in oil and gas cash flow. They break down the three lanes in this asset class, minerals, drilling, and midstream, and explain where each fits in a smart portfolio. You will hear why many IRA owners favor minerals for steady income and lower risk, when drilling can make sense with taxable dollars, and ho...

2 weeks ago

42 minutes

Directed IRA Podcast

Self-Directed HSA: It's Enrollment Time

In this episode, Mat Sorensen and Mark J. Kohler dive into one of the most underrated wealth-building tools out there: the Health Savings Account (HSA). With open enrollment around the corner, it’s the perfect time to rethink your healthcare strategy and unlock the triple-tax advantages of this incredible account. Mat and Mark break down how an HSA can save you thousands in taxes, how to qualify for one, and how to self-direct your HSA into assets you actually believe in. From real estate an...

3 weeks ago

21 minutes

Directed IRA Podcast

Gold Hits a New All-Time High: How to Buy Gold (and Other Precious Metals) in Your IRA

Gold is breaking records again—and smart investors are taking notice. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark Kohler explain how to buy physical gold, silver, and other precious metals inside your IRA, the right way. They walk through which metals qualify, how purity standards and approved coins work, and what IRS rules you need to follow for storage and compliance. You’ll also learn how a self-directed IRA opens the door to these alternative investments, so you ca...

1 month ago

14 minutes

Directed IRA Podcast

#CryptoTaxFreePledge (The Secret to Keeping All Your Crypto Gains)

In this episode of The Directed IRA Podcast, tax attorneys Matt Sorensen and Mark J. Kohler reveal one of the most powerful strategies for crypto investors, how to grow and withdraw your crypto profits completely tax free using a Crypto Roth IRA. They break down three key scenarios every crypto holder needs to understand: Getting started, how to buy crypto in a Roth IRA even if you are new to retirement accounts. Converting existing IRAs or 401(k)s, how to roll over or convert funds into R...

1 month ago

20 minutes

Directed IRA Podcast

Mega Backdoor Roth Explained: What Is It and How It Works

Unlock one of the most powerful tax and wealth-building strategies available today: the Mega Backdoor Roth. In this episode, Mat Sorensen breaks down how you can contribute up to $70,000 each year into Roth accounts, creating massive tax-free growth for retirement. Originally filmed for the Mat Sorensen YouTube channel, this special episode is now available on the Directed IRA Podcast. Mat explains step by step: Why the Mega Backdoor Roth is so effective for high-income earnersHow to use a 40...

2 months ago

10 minutes

Directed IRA Podcast

5 Creative Real Estate Investment Strategies with Your IRA - (We Bet You’ve Never Heard Before)

Visit altassetsummit.com to learn how to invest in Alternative Assets. (More links down below.) In this episode of the Directed IRA Podcast, attorneys Mat Sorensen and Mark J. Kohler dive into five creative ways to buy real estate with your self-directed IRA. Beyond the traditional “pay cash” approach, they explore strategies like seller financing, non-recourse bank loans, subject-to deals, wholesaling, private lending, and even the Roth Dream Home Takeover (a little-known method to lo...

2 months ago

27 minutes

Directed IRA Podcast

Investing in Startups and Venture Capital with Your IRA

In this episode of the Directed IRA Podcast, attorney and CEO Mat Sorensen sits down with Ahmed Ahmed, Head of Funds at WeFunder, to discuss how investors can use a self-directed IRA to invest in startups and venture capital—an asset class once limited to Silicon Valley insiders and institutional funds. The conversation explores how WeFunder democratizes early-stage investing through Regulation Crowdfunding (Reg CF) and Regulation D (Reg D) offerings, giving both accredited and non-accredited...

2 months ago

27 minutes

Directed IRA Podcast

Investing in Alternative Assets Under $25K with Your IRA

Visit altassetsummit.com to learn how to invest in Alternative Assets. (More links down below.) You don’t need $100K to self-direct your retirement. In this episode, Mat Sorensen and Mark Kohler outline 15+ real-world strategies for investing $25,000 or less using your Roth IRA, Traditional IRA, Solo 401(k), or HSA. From real estate deals and startup investments to crypto mining, mobile homes, equipment leasing, and even cattle, Mat and Mark break down the opportunities that everyday in...

2 months ago

36 minutes

Directed IRA Podcast

Alternative Assets in Your 401(K)

Visit altassetsummit.com to learn how to invest in Alternative Assets. (More links down below.) In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down a groundbreaking new executive order from President Donald Trump that could reshape the future of 401(k) investing—by opening the door to alternative assets. For decades, Wall Street and Washington have kept most retirement savers locked into a narrow menu of stocks, bonds, mutual funds, and ETFs. This execut...

3 months ago

18 minutes

Directed IRA Podcast

The Hidden Secrets About HSAs That Will Blow Your Mind

Book a Call: https://directedira.com/appointment/ Alternative Asset Summit Tickets: https://altassetsummit.com/#ticket In this episode of the Directed IRA Podcast, Mat Sorensen and Mark Kohler unpack one of the most overlooked yet powerful tax-advantaged accounts available—the Health Savings Account (HSA). Often dismissed as a simple medical savings tool, the HSA actually offers a triple tax benefit: tax deductions for contributions, tax-free growth, and tax-free withdrawals for qualified m...

3 months ago

30 minutes

Directed IRA Podcast

Buying Low in Distressed Markets - Featuring Jamison Manwaring

In this episode, Mat Sorensen is joined by Jamison Manwaring, CEO and Co-Founder of Neighborhood Ventures, for a deep dive into the intersection of alternative investing, real estate innovation, and how everyday investors can participate in projects traditionally reserved for institutional capital. Jamison shares how Neighborhood Ventures became Arizona’s first public real estate crowdfunding platform, structured under Regulation A, and how it enables unaccredited investors to access professi...

3 months ago

25 minutes

Directed IRA Podcast

Use Your IRA to Invest in Private Funds

Did you know you can use your IRA to invest in private funds? These include private equity, venture capital, hedge funds, and real estate funds. Private funds have become one of the most popular investments among self-directed IRA owners because they offer access to professionally managed strategies, broader diversification, and the ability to passively invest in high-growth sectors—all within a tax-advantaged account. In this episode, "Use Your IRA to Invest in Private Funds," Mat Sorensen...

4 months ago

24 minutes

Directed IRA Podcast

College Saving Strategies You Never Thought Of

In this episode of the Directed IRA Podcast, attorneys Mat Sorensen and Mark J. Kohler unveil a powerful and often overlooked strategy for funding your child’s college education without relying solely on a 529 plan. They break down how to combine a Coverdell ESA and a Roth IRA for your children, integrate those with self-directed investments, and potentially achieve tax free growth and distributions. This episode is for business owners, parents, and investors looking for a smarter tax efficie...

4 months ago

14 minutes

Directed IRA Podcast

Key Questions When Self-Directing Your IRA

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler tackle the ten most frequently asked questions they hear from clients, investors, and professionals about self-directed IRAs. Whether you're brand new to self-directing or looking to avoid common missteps, this episode offers clear, practical guidance grounded in real-world scenarios and thousands of consultations. They cover what your IRA can and cannot invest in, how prohibited transactions work, when to use a chec...

4 months ago

30 minutes

Directed IRA Podcast

BEWARE - Avoid these Common Mistakes when Self-Directing

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler dive into the Top 10 Mistakes in Self-Directing Your IRA—and how to avoid them. Whether you're just getting started or already managing self-directed investments, this episode outlines the most common pitfalls that can derail your retirement strategy, including prohibited transactions, improper deal structuring, and UBIT traps. Mat and Mark not only break down each mistake but also provide practical guidance on how t...

4 months ago

34 minutes

Directed IRA Podcast

Waking Up Your Retirement Account: What Your 401(k) or Sleepy IRA Could Be Doing for You

Ready to get started? Book a call with one of our IRA specialists!: https://directedira.com/appointment/ If you’ve got an old 401(k) or IRA collecting dust, it’s time to take control. In this episode, we explain how to move your account into a self-directed IRA—without triggering taxes or penalties—and why it matters. You’ll learn what you can invest in, from real estate to startups, and how to avoid costly mistakes. We also share real examples and walk you through the steps to get started. D...

5 months ago

22 minutes

Directed IRA Podcast

Buying Gold and other Precious Metals in your IRA

Ready to get started? Book a call with one of our IRA specialists!: https://directedira.com/appointment/ In this episode, Mat Sorensen and special guest David McAlvany explore how to buy gold, silver, platinum, and palladium in your IRA. They explain the rules, benefits, risks, and strategies—whether you’re seeking portfolio diversification, inflation protection, or long-term growth. Learn how precious metals can fit into your retirement plan and what mistakes to avoid. 📌 Key Chapters: 00:0...

5 months ago

58 minutes

Directed IRA Podcast

Should My Trust be the Beneficiary of My IRA?

Learn how to take control of your retirement - https://directedira.com/ In this episode, Mat and Mark dive into one of the most overlooked yet critical aspects of retirement and estate planning—who should be the beneficiary of your IRA? Should it be your spouse? Your kids? Or your trust? They break down the tax implications, legal requirements, and best practices to ensure your wealth is passed on efficiently and securely. With real-life stories and clear action steps, this episode is a must-...

6 months ago

12 minutes

Directed IRA Podcast

Private Lending and Hard Money Loans with a Self-Directed IRA or Solo 401K

To book a call with an IRA specialist!: https://directedira.com/appointment/ In this episode, Mat and Mark break down the powerful strategy of using a Self-Directed IRA for private money lending. Learn how your retirement account can act like a bank—lending money to real estate investors or businesses, earning interest and points, all while growing tax-free or tax-deferred. Learn how to take control of your retirement - https://directedira.com/ Shop my products - https://shop.matsore...

6 months ago

38 minutes