Episodios

  • Solo 401(k) or SEP IRA: Determining the Best Retirement Strategy for the Self-Employed
    Jul 25 2024

    Welcome to the Directed IRA Podcast! This is Mat Sorensen, joined by the insatiable Mark J. Kohler. In this episode, we dive into a hot topic: Solo 401(k) vs. SEP IRA. Are you self-employed and wondering which retirement plan suits you best? We break down the differences, benefits, and unique scenarios for both options.

    Join us as we explore:

    - The origins and benefits of the SEP IRA.
    - Why the Solo 401(k) is often considered the superior choice for self-employed individuals.
    - Strategies for maximizing your contributions and making the most out of these plans.
    - How to navigate the nuances if you have part-time employees or plan to hire soon.

    Whether you’re a seasoned entrepreneur or just starting your self-employment journey, this episode is packed with valuable insights to help you make informed decisions about your retirement planning.

    Tune in and discover which plan could be the game-changer for your financial future!

    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Shop my products - https://shop.matsorensen.com/
    Blog & Articles - https://matsorensen.com/blog/
    Ask Mat: https://matsorensen.com/ask-mat

    Connect with Mat online:

    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    TikTok: https://www.tiktok.com/@sorensenmat
    YouTube: https://www.youtube.com/@MatSorensen

    Websites:
    https://directedira.com
    https://matsorensen.com
    https://kkoslawyers.com
    https://mainstreetbusiness.com...

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    24 m
  • Real Estate Opportunities in Today’s Market with Capital Fund
    Jul 18 2024

    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 Learn More About Capital Fund:
    https://capitalfund1.com

    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Shop my products - https://shop.matsorensen.com/
    Blog & Articles - https://matsorensen.com/blog/
    Ask Mat: https://matsorensen.com/ask-mat

    Connect with Mat online:

    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    TikTok: https://www.tiktok.com/@sorensenmat
    YouTube: https://www.youtube.com/@MatSorensen

    Websites:
    https://directedira.com
    https://matsorensen.com
    https://kkoslawyers.com
    https://mainstreetbusiness.com...

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    46 m
  • The Complete Guide to Self-Directed IRAs: Top 10 FAQs Answered
    Jul 11 2024

    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 as we share insights from over a decade of experience in the industry. We’ve had countless discussions with clients and have honed in on the key information you need to know to successfully manage a self-directed IRA.

    In this episode, you'll discover:
    - The fundamentals of self-directed IRAs
    - Various investment opportunities available
    - Benefits and common pitfalls to avoid
    - And much more!

    Tune in for expert advice and practical tips to help you navigate the world of self-directed IRAs.

    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Shop my products - https://shop.matsorensen.com/
    Blog & Articles - https://matsorensen.com/blog/
    Ask Mat: https://matsorensen.com/ask-mat

    Connect with Mat online:

    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    TikTok: https://www.tiktok.com/@sorensenmat
    YouTube: https://www.youtube.com/@MatSorensen

    Websites:
    https://directedira.com
    https://matsorensen.com
    https://kkoslawyers.com
    https://mainstreetbusiness.com...

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    43 m
  • How to Invest in Real Estate Using a Self-Directed 401(k) or IRA
    Jul 4 2024

    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 take control of your retirement savings.

    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Shop my products - https://shop.matsorensen.com/
    Blog & Articles - https://matsorensen.com/blog/
    Ask Mat: https://matsorensen.com/ask-mat

    Connect with Mat online:

    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    TikTok: https://www.tiktok.com/@sorensenmat
    YouTube: https://www.youtube.com/@MatSorensen

    Websites:
    https://directedira.com
    https://matsorensen.com
    https://kkoslawyers.com
    https://mainstreetbusiness.com...

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    26 m
  • Crowdfunding Real Estate: Inside a Self-Directed IRA or 401K
    Jun 27 2024

    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 current market trends.

    Topics Covered:

    - Self-directed IRAs and 401K investments in real estate
    - Neighborhood Ventures' investment offerings and strategies
    - The advantages of crowdfunding for real estate investments
    - Current market trends and interest rate impacts
    - The benefits of their REIT structure for IRA investors
    ----
    Learn More About Neighborhood Ventures:
    - Website: https://neighborhood.ventures/
    - YouTube: https://www.youtube.com/channel/NeighborhoodVentures

    Follow Jamison Manwaring:
    Instagram: @jamisonmanwaring
    X: @neighborhoodventures

    Don't miss out on the opportunity to learn from an expert in real estate investment. Watch now!

    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Shop my products - https://shop.matsorensen.com/
    Blog & Articles - https://matsorensen.com/blog/
    Ask Mat: https://matsorensen.com/ask-mat

    Connect with Mat online:

    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    TikTok: https://www.tiktok.com/@sorensenmat
    YouTube: https://www.youtube.com/@MatSorensen

    Websites:
    https://directedira.com
    https://matsorensen.com
    https://kkoslawyers.com
    https://mainstreetbusiness.com...

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    26 m
  • The Ultimate Guide to Self-Directed Roth IRAs
    Jun 14 2024

    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 making new contributions, rolling over an old employer Roth 401k, or converting a traditional IRA. We’ll also break down the tax implications of these conversions and show how paying taxes upfront can pave the way for significant tax-free growth in the future.

    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Shop my products - https://shop.matsorensen.com/
    Blog & Articles - https://matsorensen.com/blog/
    Ask Mat: https://matsorensen.com/ask-mat

    Connect with Mat online:

    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    TikTok: https://www.tiktok.com/@sorensenmat
    YouTube: https://www.youtube.com/@MatSorensen

    Websites:
    https://directedira.com
    https://matsorensen.com
    https://kkoslawyers.com
    https://mainstreetbusiness.com...

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    17 m
  • Self-Directed IRA Summer School
    Jun 12 2024

    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 IRA Podcast - https://matsorensen.com/podcast/
    Shop my products - https://shop.matsorensen.com/
    Blog & Articles - https://matsorensen.com/blog/
    Ask Mat: https://matsorensen.com/ask-mat

    Connect with Mat online:

    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    TikTok: https://www.tiktok.com/@sorensenmat
    YouTube: https://www.youtube.com/@MatSorensen

    Websites:
    https://directedira.com
    https://matsorensen.com
    https://kkoslawyers.com
    https://mainstreetbusiness.com...

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    56 m
  • The Benefits of Kids Roth IRAs and Teaching Financial Literacy
    May 30 2024

    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 your children build a strong financial foundation.

    Learn how to take control of your retirement - https://directedira.com/
    Self-directed IRA Podcast - https://matsorensen.com/podcast/
    Shop my products - https://shop.matsorensen.com/
    Blog & Articles - https://matsorensen.com/blog/
    Ask Mat: https://matsorensen.com/ask-mat

    Connect with Mat online:

    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    TikTok: https://www.tiktok.com/@sorensenmat
    YouTube: https://www.youtube.com/@MatSorensen

    Websites:
    https://directedira.com
    https://matsorensen.com
    https://kkoslawyers.com
    https://mainstreetbusiness.com...

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    18 m