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Directed IRA Podcast

Author: Mat Sorensen and Mark Kohler

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The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company (directedira.com), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts.


Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades.

Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies.


Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler. 

Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.

235 Episodes
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Download our free guide to Self-Directing an IRA to learn the basics of self-directed investing, explore your alternative investment options, and understand how a self-directed IRA can be a long-term wealth-building strategy. Whether you're interested in real estate, private lending, startups, or other alternative assets, this guide will help you understand how to get started. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the top 10 most frequently as...
If you’re ready to invest in venture or a startup with your IRA, book a call with Directed IRA today to learn more!: https://directedira.com/appointment/ Tell USVC about your situation and their team will follow up individually with the right path: https://usvc.com/ira In this special episode of the Directed IRA Podcast, host Mat Sorensen, CEO of Directed IRA, sits down with Ankur Nagpal, General Partner at USVC by AngelList Asset Management and founder of Carry, to discuss venture capital, ...
Get the FREE BEGINNER'S GUIDE to self-directing an IRA and learn how to put your Roth dollars into real estate, private funds, startups, and crypto! Ready to build your tax-free bucket the right way — BOOK A FREE CALL with DirectedIRA and get the Roth IRA or Roth 401(k) accounts you need set up today! Roth IRAs and Roth 401(k)s share a first name and the same tax-free growth, but almost every rule that governs them is different — and picking the wrong one for your next dollar can cost you ...
If you're ready to explore investing your retirement savings outside of traditional Wall Street investments, a Self-Directed IRA may be an option worth considering. Ready to open a Self-Directed IRA? Book a call with my team at Directed IRA to get started and explore your options. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the ROBS (Rollover as Business Startups) strategy and compare it to using a Self-Directed IRA to invest in a business. With so ...
Take control of your retirement strategy. BOOK A FREE CALL with Directed IRA and learn how to put your IRA to work beyond Wall Street! Download the slide deck here! In this episode of the Directed IRA Podcast, host Mat Sorensen sits down with Kris Kjolberg, Managing Director & Head of Capital Strategy at Pravati Capital, to break down litigation finance—a growing alternative asset class that many investors may not be familiar with. Mat and Kris discuss how litigation finance works, w...
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