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Directed IRA Podcast

Mat Sorensen and Mark Kohler

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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 ...
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Main Street Business

Mark J Kohler and Mat Sorensen

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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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Multifamily Masterclass

Neighborhood Ventures

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(Formerly Kiss My Assets) Multifamily Masterclass explores the value of passive investing specifically related to options in commercial real estate. Irreverent and informative, we make mailbox money accessible for every potential investor.
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen explore the fundamentals of funding your business. Join them as they discuss borrowing, partnerships, and SEC-approved strategies, ensuring you understand the legal frameworks that differentiate these options. Here are some highlights: Mark and Mat unpack t t…
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This webinar explores real estate opportunities in today’s market with insights from Capital Fund. Learn about current market trends, lucrative investment strategies, and how to navigate the complexities of real estate investing. Discover tips on identifying promising properties, financing options, and maximizing returns in a dynamic market. To Lea…
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Join Mark J. Kohler and Mat Sorensen in their newest Main Street Business Podcast episode as they tackle the pressing issue of inflation and how it’s reshaping daily life for Americans. From taking on side gigs to mastering budgeting hacks and debt management strategies, they’ve got you covered during these difficult times. Here are some highlights…
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Join host Jamison Manwaring, CEO of Neighborhood Ventures, and Bart Diehl, Director of Investor Relations, as they dive into the dynamic world of multifamily real estate. In this week's episode, they analyze ABI Multifamily's latest housing report, revealing a dip in sales and the resilience of 100+ unit properties owned by large institutions. Desp…
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Top 10 Frequently Asked Questions About Self-Directed IRAs Welcome to the Directed IRA podcast! In this episode, we tackle the top ten most frequently asked questions about self-directed IRAs. If you're curious about investing your IRA in assets like real estate, private companies, crypto startups, or private funds, this episode is for you. Join us…
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In this episode of the Main Street Business Podcast, host Mark J Kohler tells you all you need to know about S Corporations. Learn how to effectively balance your payroll with profit, understand the fundamentals of business structures, and discover tips to optimize your tax benefits. Here are some highlights: Mark points out the confusion around de…
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In this episode of the Main Street Business Podcast, host Mark J Kohler presents simplified tax strategies for business owners beginning their journey. Learn essential tips to safeguard your assets, reduce your taxes, and confidently control your financial path. Here's what you can look forward to: Mark introduces and breaks down the Trifecta conce…
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Mat and Mark explain how you can leverage your IRA or 401K to invest in real estate, from rental properties to private lending and syndications. Learn the ins and outs of setting up a self-directed IRA, funding it, and managing real estate investments for maximum returns. This episode is packed with valuable insights and practical steps to help you…
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen unpack the advantages and disadvantages of putting your spouse on the payroll. They shed light on potential pitfalls, discuss savvy alternatives such as board roles and Roth IRAs, and highlight the benefits of Solo 401k contributions and HRAs. Here's what you…
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Welcome to Multifamily Masterclass, the ultimate podcast for real estate investors and enthusiasts seeking to navigate the multifamily investment landscape with confidence and insight. In this episode, Bart asks our CEO Jamison our most frequently asked questions from Investors. Specifically, they dive into: Risks of Investing: Compare the risks of…
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Today, we're recording with Jamison Manwaring, co-founder of Neighborhood Ventures. We'll discuss self-directed IRAs and real estate, leveraging IRAs and 401Ks for investments, and Neighborhood Ventures' unique opportunities. Jamison shares insights on Neighborhood Ventures' investment strategy, including its REIT, crowdfunding approach, and curren…
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen unpack the secrets of building long-term wealth through rental real estate. Join them as they delve into real estate deal analysis, key performance indicators, cash flow, ROI, and other valuable insights. Here are some of the highlights: Mark and Mat provide …
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Join us as we unpack the latest trends in the rental market. While rents and occupancy rates are declining in many areas, Phoenix remains stable and continues to grow. We highlight cities facing the worst occupancy levels, such as Myrtle Beach, San Antonio, and Augusta, and discuss how recent construction booms have impacted these markets. Despite …
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Join hosts Mark J. Kohler and Mat Sorensen on the Main Street Business Podcast as they delve into the topics that matter most to you. From strategies to minimize estate taxes to the complexities of cryptocurrency and S-Corp ownership, there’s no stone left unturned. Plus, get the inside scoop on the Main Street Tax Pro Certification and its many be…
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Unlock the secrets to long-term wealth, as we dive deep into the world of Roth IRAs. Imagine a retirement account where your investments grow tax-free, you can withdraw contributions without penalties, and your savings are protected from creditors. Sounds too good to be true? Tune in as I walk you through setting up a Roth IRA, whether you're makin…
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Could you imagine erasing $221,000 of debt in just 31 months? Join us in a special episode of the Main Street Business Podcast as Mat sit's down with Jarom Bergeson, a partner at KKOS Lawyers and author of "Stop Choosing to be Broke: A User's Guide to Money." Jarom's remarkable story of financial transformation—from drowning in debt to achieving fi…
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In this special live episode, we're diving into Self-Directed IRA Summer School. Join us as we answer common questions about self-correcting your IRA and investing in alternative assets. Plus, learn about the Mega Backdoor Roth strategy and more. Don't miss out! Learn how to take control of your retirement - https://directedira.com/ Self-directed I…
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In this episode of the Main Street Business Podcast, host Mark J. Kohler presents simplified tax strategies for business owners beginning their journey. Learn essential tips to safeguard your assets, reduce your taxes, and confidently control your financial path. Here's what you can look forward to: Mark introduces and breaks down the Trifecta conc…
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In this episode, we explore the latest trends shaping Arizona's economy and lifestyle. With baby boomers increasingly choosing to rent and remote work becoming the norm, the commercial real estate market is facing unprecedented challenges. We'll discuss why many owners are selling their properties at a loss and how some companies (not ours) are res…
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Get your Estate Plan for up to $250 OFF during our Estate Plan Special: https://kkoslawyers.com/estate-planning-special-2024/ In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen present the 4 key benefits of a living trust, no matter your age or wealth status, and how it can secure your family’s financial futu…
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In this episode of the Main Street Business Podcast, Mark J Kohler welcomes Anthony Scaramucci, the former White House Director of Communications and founder of Skybridge Capital. The discuss the concept of resilience and the importance of relationships in business. Here's what you can look forward to in this episode: Anthony shares his journey fro…
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Join us as we explore the benefits of Kids Roth IRAs and how to teach children financial literacy through smart savings and investment strategies. Learn why Kids Roth IRAs are ideal for college savings and retirement, the importance of earned income, and the steps to get started. We'll share practical tips and real-life examples to help you and you…
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In this episode of the Main Street Business Podcast, host Mark J. Kohler breaks down the steps to successfully bringing your kids into the business fold and how this move can teach them crucial work ethics and provide substantial tax benefits. Explore detailed, actionable strategies that ensure your family capitalizes on every opportunity. Here's w…
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In this episode of the Main Street Business Podcast, host Mark J. Kohler welcomes master negotiator and businessman, Chris Voss to discuss his background as the FBI's lead international kidnapping negotiator and how his skills can be used in both the corporate world and everyday life. Here's what you can look forward to: Mark and Chris Demonstrate …
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Mat sheds light on IRA LLCs, potentially known as Checkbook Control IRAs. He breaks down the intricacies of this structure, highlighting its rules, potential pitfalls, and the power it has over a self-directed IRA and how our clients at Directed IRA stay successful with them. Call a Directed IRA specialist to open your IRA/LLC account! https://dire…
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen guide small business owners through the ins and outs of claiming the home office deduction. They also highlight other valuable tax write-offs, encouraging everyone to maximize their savings. Tune in to learn how to keep more of your hard-earned money! Here's …
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In this week's episode of our podcast, we discuss in detail how the TSMC and other chip plants are changing the future of Arizona, and how this brings a drive for more affordable housing in the valley as well. We also talk about the development of the next tallest tower in Arizona, which includes office spaces, apartments, and a new affordable co-h…
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In this episode of the Main Street Business Podcast, host Mark J. Kohler welcomes entrepreneur and GameStop co-founder, Gary Kusin to share his insights and experience with other aspiring leaders. Gary maps out his journey to becoming an industry leader himself and empowers emerging entrepreneurs to think beyond predefined passions. Here's what you…
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In this episode, Mat Sorensen and Mark J Kohler discuss the looming crisis of Social Security running out and provide essential strategies for planning ahead. Learn how self-directing your IRA or 401k can serve as a powerful tool to safeguard your financial future amidst the potential loss of Social Security. Don't miss this crucial conversation on…
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen delve into how business owners can properly form an LLC. Together, they walk you through everything from selecting the ideal state for your LLC to dispelling misconceptions and providing professional tips on LLC setup, safeguarding assets, tax planning, and b…
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At Directed IRA, we've witnessed individuals harnessing Self-Directed IRAs for unique investments. The possibilities are endless, from buying cattle to acquiring Mexican soccer teams and even investing in racehorses. With a Self-Directed retirement account, you can explore many investment opportunities. Have a question? Comment, and we'll address i…
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In this episode of the Main Street Business Podcast, host Mark J Kohler shares an insider's perspective on becoming a successful Tax Advisor. Mark maps out the process, reveals the untold benefits and dispels the common myths of advisory services, and encourages you to take the next step. Here are some of the highlights: Mark urges you to set goals…
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In this episode of the Main Street Business Podcast, host Mark J Kohler delves into the eight common blunders that new investors make when acquiring their first rental property. Learn valuable tips on how to sidestep these errors and set yourself up for a prosperous rental experience. Here's what you can look forward to: Mark highlights the signifi…
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