Directed IRA Podcast

121
Business #146, Investing #47

A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT/UDFI, IRA/LLCs (aka, checkbook IRAs), and share examples and stories from their thousands of clients who have self-directed their retirement for decades. 

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Recent Reviews
  • Alaskabadger
    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.
  • BigRich_21
    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 at Schwab.
  • Missy Scarlett
    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 undereducated, they need constant jokes and filler because it’s not enjoyable and it is frustrating.
  • Gay&Sweaty
    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! ⭐⭐⭐⭐⭐
  • Abbateslam
    5 Star Podcast
    Great advice for self directed investments! Invest in what you know, not what some hedge fund manager decides to invest in. Bigger gains then normal retirement funds.
  • acarpcreate
    One of the most important podcasts on money…
    Mat and Mark has truly changed my life through this podcast. The information is clearly laid out and has given me strategy that I’ve FELT was possible but have never actually heard of before. I’ve bing listened and binge watched all of their content and my family and our future is truly forever changed.
  • Acejack18
    Don’t throw money away
    If you don’t follow these tips you could literally be throwing money away and missing out on creating generational wealth for your family! Highly recommend the directed IRA podcast.
  • NellyNellie2021
    Whoa! I’m about to level up!
    Just discovered this duo via youtube. Financial literacy is not something that was instilled in me growing up and I’m just getting educated about it now in my mid 30’s. I watched their video via YouTube regarding self directed IRAS and cryptocurrency investing via LLC and I’m super encouraged!
  • joel_mayo88
    Thank you!
    I’ve been looking for experts such as yourself! I’ve been self-directing for over a year now and am addicted! I hope to attend the Spring summit and learn how to supercharge!
  • Nonstickglue
    Young Listener
    I’m 29 and this podcast is going to change my future! Already 100% debt free (thanks Dave Ramsey - step 7!) and this is going to allow me to retire way early!
  • M-2020
    Best Self Directed IRA show
    This is so helpful to learning about setting up a self directed Ira.. Thanks Matt
  • Al_025
    Informative
    Very informative and helpful if you are looking to be more educated in IRA’s.
  • 13AJT24
    Great Podcast!
    Awesome podcast, keep them coming!
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