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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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Who's really in control when you buy a property? The Elephant In The Room is where the things that no one wants to talk about, actually get talked about. Veronica Morgan, real estate agent, buyers agent and co-host of Foxtel’s Location Location Location Australia & Chris Bates, financial planner, mortgage broker and wealth coach have joined forces to find out what’s really going on in the world of real estate. Veronica and Chris talk to property owners and buyers every day in their respectiv ...
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‘Success Leaves Clues,’ powered by Root. Join us as we delve into the intertwining paths of goal setting, success, and learning from failure. Our hosts and guests share their personal journeys, offering practical insights and inspiration for achieving your greatest aspirations. It’s a series where real-life stories illuminate the roadmap to your success.
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Hosted by Chris Whyte, The Design Journeys Podcast is a podcast focused exclusively on product design and development careers. In each episode Chris interviews a founder or design leader from the physical product development space aiming to give listeners inspiration, insights and actions on how to further their own careers.
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Have you ever wondered why something is done the way it is, only to find out that this is "just the way it has always been done"? Sometimes it is necessary to challenge the paradigm in which we find ourselves operating to discover a more true understanding of the problem, this change of thinking is referred to as a "paradigm shift". In this podcast, we explore detection and response to define the presuppositions that describe the craft, while also engaging in long form discussion with some o ...
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Nick Bowman presents The Future Underground Show. Listen and download the monthly show here on Podomatic. Previous guests on the show include: Sasha, Mauro Picotto, Ellen Allien, Audio Injection, Cari Lekebusch, Joel Mull, Alan Fitzpatrick, Gary Beck, Nic Fanciulli, Paul Woolford, Mark Broom, DJ Dextro, Deepgroove, Thomas Schumacher, Heckmann, Electric Rescue, Israel Toledo, Tom Hades, Dolby D, Stefano Noferini, Daniel Portman, Hobo, Hans Bouffmyhre, Markantonio, Fabio Neural, Kai Randy Mich ...
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What’s really going on in Australia’s property market? In this episode, we sit down with Cameron Kusher, Executive Director of Economic Research at REA Group, to unpack the trends shaping the Australian property market right now. With access to some of the country’s most comprehensive property data, Cameron sheds light on what buyers are searching …
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How can it be that investors are both selling off properties and borrowing record amounts of money at the same time? In a market with rising interest rates, stricter tenancy laws, and increasing property taxes, why is investor activity still so high? And what does this say about the future of property investment in Australia? In this episode, we ar…
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In this episode of the Directed IRA Podcast, Mat and Mark explore the hidden benefits of the Roth IRA that many investors overlook. While most people know about the tax-free growth advantage, there’s much more to this retirement account that makes it a must-have for any financial strategy. From the backdoor Roth IRA to the flexibility of withdrawin…
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Episode 14 of The Design Journeys Podcast hosted by Chris Whyte. New episodes every other Wednesday! In this episode of The Design Journeys Podcast, host Chris Whyte speaks with Mark Joynson-Bickerstaffe, founder of Mark & May and former design leader at Dyson and Kohler. The conversation explores Mark's career journey, starting from his early infl…
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Why are so many property investors pulling out of the market, and what’s driving this trend? In this episode, we dive deep into the findings of the 2024 PIPA Investor Sentiments Survey with Nicola McDougall, Chair of The Property Investment Professionals of Australia (PIPA). The survey uncovers some surprising data, challenging common assumptions a…
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In this episode of the Directed IRA podcast, Mat and Mark give unique strategies to supercharge your 401(k) and take control of your retirement savings. They explore how self-directing your 401(k) can open up investment opportunities beyond stocks and mutual funds, such as real estate, private businesses, and even cryptocurrency. Plus, they discuss…
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Is equity the most underused wealth-building tool? Owen Rask believes it is—and we’re missing out by not tapping into it. In this episode, we sit down with Owen from the Rask Group to explore how equity, particularly in property, can be a game-changer for growing your wealth. From property investment to ETFs and self-managed super funds (SMSFs), Ow…
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In this episode, Mat dives into one of his favorite retirement strategies—the Solo 401(k). Whether you're a full-time entrepreneur or running a side hustle, this account is designed specifically for self-employed individuals with no employees. The Solo 401(k) allows you to contribute up to $69,000 per year, with options for both Roth and traditiona…
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In this episode of Success Leaves Clues, hosted by Dustin Plantholt and sponsored by Root Brands, listeners can expect an enthralling conversation with Rohit Bhargava, a renowned author, entrepreneur, and keynote speaker. Rohit, known for his insightful perspectives and dynamic presence, shares his unique approach to life and business, including in…
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Episode 13 of The Design Journeys Podcast hosted by Chris Whyte. New episodes every other Wednesday! In this episode of the Design Journeys podcast, host Chris Whyte interviews Dale Backus, founder and CEO of Ohsnap, a company known for its innovative phone grip. Dale shares his journey from a marketing background to product design, detailing his e…
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Why do Alec and Bryce from Equity Mates think the next generation won’t own homes? In this episode, we have a chat with Alec Renehan and Bryce Leske, the co-founders of Equity Mates Media, to explore why more young Australians are steering away from the idea of property ownership and leaning towards investing in shares instead. We discuss how the w…
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In this special episode, Mat is joined by Kris Krohn, a real estate expert with a massive following, for a debate on the best way to build wealth—investing in real estate or focusing on your IRA/401k. 💥 We dive into the numbers, the pros and cons of each strategy, and why Kris thinks IRAs and 401ks are underperforming for most investors. I share my…
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In this episode, Mat Sorensen and Mark J. Kohler dive into a critical yet often overlooked topic: Asset Protection for your 401(k) and IRA. Many people focus on the tax benefits of retirement accounts, but did you know these accounts offer powerful protections from lawsuits and bankruptcy? Mark and Mat discuss real-life examples, including how even…
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Are you ready to find out where property investors are putting their money and what trends are shaping the market right now? In this episode, we dive deep into the latest suburb trends report and explore the surprising insights revealed by the latest property investment data. From unexpected investment hotspots in Sydney and Melbourne to some major…
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In this episode of “Success Leaves Clues,” hosted by Dustin Plantholt, listeners can expect an engaging and insightful conversation with Chris Roslan, the founder of one of the nation's leading public relations firms. Dustin kicks things off by welcoming Chris and setting the stage for an in-depth discussion about the world of PR. Chris begins by s…
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Episode 12 of The Design Journeys Podcast hosted by Chris Whyte. New episodes every other Wednesday! In this episode of the Design Journeys podcast, host Chris Whyte interviews William Gordon, Vice President of Design at Blendjet. They discuss William's journey in industrial design, his time at Kohler and SC Johnson, and the importance of building …
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Justin Kohler joins Jared in this special episode to talk about the Hybrid Attack Paths feature update to Bloodhound Enterprise and Bloodhound CE. This is a valuable tool for defenders to understand the hygiene of their identity and access management deployment in a Windows-based enterprise. Links: https://github.com/SpecterOps/BloodHound…
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Why is it so tough to ramp up housing supply when it seems like everyone’s talking about it? In this episode, we’re joined by Jill Garner, the Victorian Government Architect, who gives us a behind-the-scenes look at why boosting supply isn’t as simple as just setting targets. Jill brings her extensive experience to the table, sharing insights into …
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Welcome to the Directed IRA Podcast! In this episode, we're diving into an open forum where we answer your questions about retirement accounts, including how to sell assets in your account, operate a Solo 401(k), and more. We’re breaking down what you can and can’t do so that you can make the most out of your retirement planning. Got questions? Hea…
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How does the UK property market compare to ours here in Australia? In this episode, we sit down with Martin North from Digital Finance Analytics to really break it down. We’re diving into what makes the UK property market tick and how it stacks up against what we see in Australia. What are the key drivers over there? And how do they align—or differ…
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In this episode, Mat Sorensen and Mark J. Kohler discuss a topic crucial for freelancers, independent contractors, and all those hustling to make a living without the traditional benefits of a 401(k). If you're a freelancer who has ever felt left out of retirement planning, this episode is for you. Mat and Mark dive into the unique opportunities av…
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Episode 11 of The Design Journeys Podcast hosted by Chris Whyte. New episodes every other Wednesday! In this episode of the Design Journeys podcast, host Chris Whyte interviews Tim Sharpe, co-founder of Better Normal, a consultancy focused on helping non-designers adopt a designer's mindset. Tim shares his career journey, which includes working in …
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Strata management—it’s one of those areas in property where things can get tricky if you’re not in the know. In this episode, we’re joined by Michael Teys, who’s been in the trenches of strata for years, tackling some of the biggest issues that come up in this space. If you’re involved in a strata scheme—whether as an owner, investor, or part of a …
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Welcome to a special Directed IRA webinar episode! I'm Mat Sorensen, and today we're diving into the critical world of venture capital investing. While many are familiar with real estate and private equity, venture capital is a powerful asset class with its own unique risks and rewards. To guide us through this, I'm joined by Chris Lustrino, CEO an…
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Australia's housing market is in turmoil, but can it be fixed? In this episode, we sit down with respected financial journalist Alan Kohler to delve into the roots of this ongoing crisis and explore potential solutions. Alan shares his insights on why first-time home buyers today face far greater challenges than those in previous generations and ho…
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Episode 10 of the Design Journeys Podcast hosted by Chris Whyte. New episodes every other Wednesday! In this episode, host Chris Whyte interviews Emily Moyer, an independent industrial design strategy and innovation consultant. Emily has worked with big brands like L'Oreal and Nestle, as well as startups like Aura Home and Bark & Co. She shares her…
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Are short-term rental platforms like Airbnb contributing to the worsening of the housing affordability crisis by reducing the availability of long-term rental properties? This shift towards short-term rentals makes it increasingly difficult for people to find affordable homes, driving up rental prices and increasing housing instability for vulnerab…
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Welcome to another episode of the Directed IRA Podcast! In this episode, Mat Sorensen and Mark J. Kohler dive into funding college education without relying on student loans. Whether you're a parent of young children or teens, understanding how to use Coverdell Education Savings Accounts, Roth IRAs, and 529 Plans can save your family from the burde…
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Are you grappling with decisions about your investment property? In this episode, we dive into a range of listener questions to provide the insights you need. We’ll explore the impact of land tax variations across different states and discuss the pros and cons of buying in A-grade versus B-grade suburbs. Our discussion also touches on the reasons b…
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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…
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Episode 9 of the Design Journeys Podcast hosted by Chris Whyte. New episodes every other Wednesday! Ashley Sayed, CEO of Supply Chain Pro, shares his career journey in product development, from working at Sendo and Motorola to joining TomTom. He discusses the transition from engineer to strategic roles and the importance of connecting design and pr…
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Are you curious about how demographic changes will shape the property market in the coming decade? In this episode, we chat with Simon Kuestenmacher from The Demographic Group to dive into the evolving trends in wealth transfer and their impact on housing. Simon gives us some great insights into the demographic factors affecting today’s wealth tran…
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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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Have you ever wondered if there’s a need for vendor advocates or if it’s just another money grab by some players in the real estate industry? Vendor advocacy is a term you may not have heard before, but it’s a service that’s gaining popularity. A vendor’s advocate is an advisor engaged by a person selling their property to help them choose a sellin…
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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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Episode 8 of the Design Journeys Podcast hosted by Chris Whyte. New episodes every other Wednesday! In this episode of the Design Journeys podcast, host ChrisWhyte interviews Tim Morton, Director for Global Design North America for Husqvarna. They discuss Tim's career journey, starting with his studies in industrial design at the University of Wale…
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