Welcome to the
Directed IRA Podcast
The #1 podcast on self-directing your
IRAs and taking control of your retirement™
Directed IRA Podcast Overview
Join our hosts, seasoned tax lawyers Mat Sorensen and Mark Kohler, co-founders of Directed IRA & Directed Trust Company, as they navigate the intricate landscape of strategies, investments, legal structures, tax rules, and potential pitfalls for investors in the realm of self-directed retirement accounts.
What is a Self-Directed IRA?
Getting Started (Episode 1:)
Ep. 89. 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.
Ep.88 – Investing in Distressed Assets with Josh McCallen
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.
Ep.87 – Secure 2.0 & Law Changes to IRAs and 401ks 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.
Ep.86 – 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!
Ep.85 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 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?
Ep.84 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.
Ep.83 Your 2023 Savings Goal for Your IRA and 401k
Mat and Mark discuss savings habits, matching, and how to maximize retirement account contributions.
2022 Solo 401(k) Contribution Deadlines: Rules, Steps, and Strategies
As 2022 has come to an end, it is critical that Solo 401(k) owners understand when and how to make their 2022 contributions. There are three important deadlines you must know if you have a Solo 401(k) or if you plan to set one up still for 2022. A Solo 401(k) is a...
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