Directed IRA Podcast

By Mat Sorensen and Mark KohlerBusiness Investing

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Typical duration
26 min
per episode

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Directed IRA Podcast episodes

March 13, 2023 Open Forum: Your Questions Answered on Self Directed Retirement Accounts
Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
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Connect with me online:
- Instagram: https://www.instagram.com/matsorensen/
- Facebook: https://www.facebook.com/MatSorensenS...
- LinkedIn: https://www.linkedin.com/in/matsorensen/
- Twitter: https://twitter.com/matsorensen
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Leave your questions in the comment section below!
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

45 min
March 06, 2023 Investing in Private Funds with your IRA
Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest in private funds. These types of funds Including Hege Funds, Private Equity, Venture Capital, and Private Real Estate funds. Together they discuss the dos and don'ts of the most common fund types and how to use your Self-Directed IRA with one!

For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

26 min
February 28, 2023 Lending and Notes with your Self-Directed IRA & 401K
In today's episode Mat and Mark discuss Lending and notes with your Self-Directed IRA and 401K. Real Estate is the top invested asset here at Directed IRA, and this is how you can take your retirement to the next level. Before investing your hard-earned savings or self-directed IRA into an “alternative” business or real estate investment of another, you need to ask hard questions to the person or company receiving your money. Here are some tips to keep you out of legal trouble and to help you avoid bad investments or structures.

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Leave your questions in the comment section below!

🔊 Found this video helpful? Click the Like bottom & share with others.
Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.
----
Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Be an expert/shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/

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Connect with me online:
- Instagram: https://www.instagram.com/matsorensen/
- Facebook: https://www.facebook.com/MatSorensenSDIRA/
- LinkedIn: https://www.linkedin.com/in/matsorensen/
- Twitter: https://twitter.com/matsorensen
Leave your questions in the comment section below!
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

39 min
February 17, 2023 Raising Private Money for Real Estate with Amy Mahjoory - Special Guest Episode
Amy Mahjoory was our special guest for the Directed IRA podcast and talked about raising private money for your deals (OPM, other people's money).

Amy is a frequent speaker and expert on raising private money for real estate. She's also known in the real estate space as a personality on HGTV's House Hunters.

I'll be speaking at Amy's Raising Private Money event in April in Long Beach:
https://www.raisingpm.com/liveevent

You can also find her at:
https://amymahjoory.com
https://www.instagram.com/amymahjoory/
https://www.linkedin.com/in/amy-mahjoory-bb299511/

Leave your questions in the comment section below!

🔊 Found this video helpful? Click the Like bottom & share with others.
Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.
----
Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Be an expert/shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

28 min
February 13, 2023 Investing in Distressed Assets
In todays Webinar Mat and Aaron speak with special guest Josh McCallen on investing in Distressed Assets.

Josh McCallen is a nationally recognized hospitality executive, conference speaker, innovator, builder and investor with a track record for developing exceptional resort properties and growing world-class operational teams.

In 20 years, McCallen has led luxury residential and hospitality construction programs, served as president of a 400+ person hotel development and management company, and built numerous businesses and brands worth more than $150,000,000.

Topics Include:
Live Q&A

Investing in hospitality and resorts

Creating a world-class brand

The importance of core values in your business

Building a successful team to support your investing business

The importance of selling on value, not price

Why Josh sees great opportunity and value in investing in resorts today

Thinking of money as power that you can do for others

What other investors can learn and what Josh's company/fund is doing.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

1 hr 5 min
February 07, 2023 Secure 2.0 & Law Changes to IRA'S & 401K'S in 2023
Mat takes the new Secure 2.0 and breaks it into the most important pieces. Answering your questions on the new law changes along the way. To find out more details on Secure 2.0 and the new Law Changes to IRA's and 401K's visit the link below!
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Secure 2.0 Podcast and Article:

https://matsorensen.com/self-directed-ira-investing/huge-changes-iras-401ks-new-budget-law-affects-everyone/

https://directedira.com/ep-82-huge-change-to-iras-and-401ks-new-laws-in-affect/
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

39 min
January 31, 2023 SOLO 401K VS. SEP IRA
In this episode, Mat and Mark discuss the differences between Solo 401Ks and SEP IRAs; they explain which plan is right for YOU!

Article on Solo 401Ks:

2022 Solo 401(k) Contribution Deadlines: Rules, Steps, and Strategies

SEP IRA can now be ROTH:

EP.82 Huge Change to IRA’s and 401K’s – New Laws in Affect

For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

36 min
January 23, 2023 Investing in Alternative Assets with and IRA or 401k
Investing in Alternative Assets with an IRA or 401k
How the Rich Invest in Alternative Assets and How you can too.

Hosted by Mat Sorensen, Aaron Halderman, and Michael Bradley of Bradley Wealth

In this webinar we’ll discuss:
What are alternative investments?
What types of alternative assets exist?
Who can invest in alternatives?
How do I get started investing in alternatives?
What counterparties are involved in the alternative investing process?
Why are investors adding alternative assets to their portfolios?
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Leave your questions in the comment section below!

🔊 Found this video helpful? Click the Like bottom & share with others.
Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.

---
Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Be an expert/shop my products - https://matsorensen.com/products3/

Blog & Articles - https://matsorensen.com/blog/

---
Connect with me online:
- Instagram: https://www.instagram.com/matsorensen/
- Facebook: https://www.facebook.com/MatSorensenS...
- LinkedIn: https://www.linkedin.com/in/matsorensen/
- Twitter: https://twitter.com/matsorensen
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

1 hr 22 min
January 17, 2023 Putting Your Sleepy IRA and 401K $ to Work: Transfer and Roll Over Rules
In this episode, Mat and Mark discuss Transfers and Rollovers. And practicing not leaving any money on the table.
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Leave your questions in the comment section below!

🔊 Found this video helpful? Click the Like bottom & share with others.
Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.

---
Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Be an expert/shop my products - https://matsorensen.com/products3/

Blog & Articles - https://matsorensen.com/blog/

---
Connect with me online:
- Instagram: https://www.instagram.com/matsorensen/
- Facebook: https://www.facebook.com/MatSorensenS...
- LinkedIn: https://www.linkedin.com/in/matsorensen/
- Twitter: https://twitter.com/matsorensen
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

25 min
January 06, 2023 Your 2023 Savings Goal for Your IRA and 401k.
Mat and Mark discuss savings habits, matching, and how to maximize retirement account contributions.

----
Leave your questions in the comment section below!

🔊 Found this video helpful? Click the Like bottom & share with others.
Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.

---
Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Be an expert/shop my products - https://matsorensen.com/products3/

Blog & Articles - https://matsorensen.com/blog/

---
Connect with me online:
- Instagram: https://www.instagram.com/matsorensen/
- Facebook: https://www.facebook.com/MatSorensenS...
- LinkedIn: https://www.linkedin.com/in/matsorensen/
- Twitter: https://twitter.com/matsorensen
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

24 min

About Directed IRA Podcast

From the publisher's feed

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…