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.

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!

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

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.

In today’s 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 the power that you can do for others
• What other investors can learn and what Josh’s company/fund is doing.

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.

In this episode, Mat and Mark discuss the differences between Solo 401Ks and SEP IRAs; they explain which plan is right for YOU!

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 will 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?