by Mat Sorensen | Feb 22, 2021 | Podcast
EP 15 – How to Invest in a Private Company Before They List on the Public Exchanges (pre-IPO) Special Webinar Episode: Join Mat Sorensen and Aaron Halderman of Directed IRA along with Special Guest Chris Loeffler CEO and Co-Founder of Caliber as they discuss...
by Mat Sorensen | Feb 22, 2021 | Podcast
EP 14 – OPEN FORUM SHOW – Self-Directed Retirement Plan Questions Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. We’re going to be talking about farm animals, real estate, cryptocurrency, stable coins, and...
by Mat Sorensen | Feb 16, 2021 | Podcast
EP 13 – What Happens to an IRA or 401k when the owner dies? This week on the Directed IRA Podcast make sure to join mark and mat as they discuss all the variables for the best tax, legal, and family planning situation when it comes to inheriting an IRA or 401k....
by Mat Sorensen | Feb 5, 2021 | Podcast
EP 12 – Due Diligence Top Ten List When Investing Mark and Mat go over the top ten items you should consider when making an investment. Whether using a self-directed IRA or other funds, these ten items or more (we may go over ten) are critical to consider when...
