Directed IRA Podcast

Finding real estate deals is the #1 challenge holding back Self-Directed IRA investors—but it doesn’t have to be! In this episode, Mat sit's down with Shenoah Grove from Texas REIAs to share proven strategies for uncovering off-market opportunities.

They discuss:

• Why traditional MLS listings aren’t the best option for investors
• How to use the Notice of Substitute Trustee to get ahead of foreclosures
• Marketing tactics to connect with motivated sellers
• The mindset shift investors need to find deals confidently

Whether you're new to real estate or an experienced investor looking for better strategies, this episode is packed with actionable insights!

Learn more about Self-Directed IRA investing at DirectedIRA.com

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

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler continue their deep dive into self-directed IRAs, focusing on the rules you need to follow. This is part two of their ten-part series, where they discuss what you can and cannot invest in using your IRA.

They explain prohibited transactions, disqualified persons, and how the tax code impacts your investment decisions. The episode also clarifies common myths, such as the idea that self-directed IRAs are overly complex or risky.

Whether you're a seasoned investor or just getting started, this episode will help you navigate the boundaries of self-directed IRA investing confidently.

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

Wall Street isn’t telling you the whole story about your retirement accounts—they tell you what works for them. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler kick off a 10-part series covering everything you need to know about self-directed IRAs.

What is a self-directed IRA? How does it work? And why is Wall Street reluctant to share these options with you? Mat and Mark dive into the power of self-directing, explaining how you can invest in assets beyond the stock market, including real estate, private businesses, crypto, and more.

With over 25 years of experience as tax lawyers and financial experts, Mat and Mark break down the rules, benefits, and opportunities of self-directed accounts in simple, practical terms. Whether you’re a first-time investor or an experienced advisor, this series is designed to help you take control of your retirement.

Don’t miss this foundational episode—your first step toward financial freedom starts here.

For a complete guide to self-directed IRAs, get your copy of The Self-Directed IRA Handbook, written by Mat Sorensen. It’s the #1 book in this space and will walk you through everything you need to know. https://a.co/d/dbFUbWR

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

Are you wondering how to spot a great investment opportunity in today’s real estate market? In this video, we dive into the current state of the real estate industry, focusing on multifamily properties, interest rate impacts, and strategies to navigate a challenging market.

Join us as we discuss:
 ✔️ Why Arizona’s multifamily market is facing unique challenges and opportunities.
 ✔️ The effects of rising interest rates on property values.
 ✔️ How distressed opportunities are creating value for savvy investors.
 ✔️ What you need to know before investing in a multifamily deal.

Discover insights from experts actively working in the space, including the steps we take to evaluate deals, lessons learned from recent market shifts, and why now could be the perfect time to consider investing.

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

Did you know you can use your IRA to invest in cryptocurrency? In this webinar, you’ll learn  how to buy crypto like Bitcoin, Solana, and XRP using your IRA and explain the incredible tax benefits that come with it. 

Whether you're looking to diversify your portfolio, capitalize on crypto's growth potential, or take advantage of the tax-free or tax-deferred benefits of an IRA, this strategy can be a game-changer. 

Ready to get started? Open a crypto IRA account today: https://directedira.com/cryptocurrency/

💡 What you'll learn:  

• How to set up a Crypto IRA  
  
  
• The tax benefits of investing in crypto through an IRA  
  
  
• Why more people are turning to crypto for their retirement accounts  

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

 In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down everything you need to know about using a crypto IRA or crypto 401(k) to invest in top tokens like Bitcoin, Solana, and XRP. Learn the step-by-step process to open an account, fund it, and start trading—all within tax-advantaged vehicles like a Roth IRA. Discover why thousands of investors trust Directed IRA to streamline this process and how you can achieve tax-free gains on your crypto investments. Don’t miss this expert guide to securing your financial future with alternative assets!

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

Don't Miss These Year-End Retirement Deadlines!

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J Kohler break down the five crucial actions you need to take before December 31st to maximize your retirement and tax strategy. From Roth conversions to required minimum distributions (RMDs), we cover what you must know to avoid missing out on key opportunities and facing unnecessary penalties.  

Highlights:
- Roth Conversions: Why you should act before year-end to lock in your tax bracket and optimize your retirement savings.  
- Year-End Tax Planning:Avoid scrambling on December 30th—get ahead with smart, actionable steps.  
- Avoid Tax Bracket Pitfalls: How to strategically "chunk" your Roth conversions to stay in a favorable tax bracket.  
- Required Minimum Distributions (RMDs): Important rules if you're 73 or older to ensure compliance and avoid penalties.  

Whether you're a seasoned investor or new to retirement planning, this episode is packed with actionable advice to help you make the most of your year-end planning.  

Subscribe for more tips on maximizing your retirement strategy!

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

Podcast Description:

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler answer listener-submitted questions in an open forum! They cover key topics like managing Required Minimum Distributions (RMDs) within IRA LLCs, strategies for Roth conversions, and the ins and outs of rolling over a Roth 401(k) to a solo 401(k). They also discuss critical considerations for maximizing Social Security benefits and avoiding Medicare penalties.

Tune in for expert insights and practical tips on self-directed retirement accounts, tax strategies, and more—straight from real questions submitted by our audience!

Have questions? Submit them at directedira.com/podcast for a chance to be featured in a future episode!

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

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.*

Directed IRA Homepage: https://directedira.com/

Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA

Book a Call: https://directedira.com/appointment/

Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

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!  

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