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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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Comedian Steph Tolev talks to a new guest every week about any and all things related to the body! Gross ailments, crazy accidents, things doctors can't figure out and anything in between. Tune in every Thursday for a new episode.
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Hosted by Rick from DALY Computers (www.daly.com), the Technology Pulse podcast takes a look at new and existing technologies that will benefit the SLED (state/local government, education) sector in Maryland and Virginia. Episodes will feature guests from innovative product/service providers, the DALY team, and strategic partners.
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Elton Castee (TFIL, OVERNIGHT, HAUNTED HOMIES) is here on this week’s Steph Infection! Elton chats with Steph about his craziest paranormal interactions, exploring the Paris catacombs, what actually makes him scared, and much much more! Steph’s new special, FILTH QUEEN, will be releasing on Netflix on JUNE 24! Make sure to save the date!! Follow @S…
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Ready to get started? Book a call with one of our IRA specialists!: https://directedira.com/appointment/ In this episode, Mat Sorensen and special guest David McAlvany explore how to buy gold, silver, platinum, and palladium in your IRA. They explain the rules, benefits, risks, and strategies—whether you’re seeking portfolio diversification, inflat…
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Jetski Johnson is here this week on Steph Infection! Steph and Jetski chat about playing music on stage and it’s similarities to standup, breaking wrists ice while ice skating, the best dive bars, and much more! Steph’s new special, FILTH QUEEN, will be releasing on Netflix on JUNE 24! Make sure to save the date!! Follow @Steph_Tolev and @Steph_Inf…
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Learn how to take control of your retirement - https://directedira.com/ In this episode, Mat and Mark dive into one of the most overlooked yet critical aspects of retirement and estate planning—who should be the beneficiary of your IRA? Should it be your spouse? Your kids? Or your trust? They break down the tax implications, legal requirements, and…
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Liza Treyger returns to Steph Infection this week! Steph and Liza chat all about her new special NIGHT OWL which is on Netflix now! They also chat about their shared love for Law & Order, they dive into each others instagram algorithms, crocodile incidents, and much more! Steph’s new special, FILTH QUEEN, will be releasing on Netflix on JUNE 24! Ma…
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To book a call with an IRA specialist!: https://directedira.com/appointment/ In this episode, Mat and Mark break down the powerful strategy of using a Self-Directed IRA for private money lending. Learn how your retirement account can act like a bank—lending money to real estate investors or businesses, earning interest and points, all while growing…
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In this podcast, Mat breaks down how he used his retirement account to purchase a real, physical rental property—and how he paid zero taxes on the rental income and six-figure profits when he sold. Most people think their retirement is locked into Wall Street investments, but Mat shows how you can use a Self-Directed IRA to invest in assets you kno…
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In this episode of the Directed IRA Podcast, I sat down with Adam Hooper and Ryan Sudek from Sage Investment Group to dive into a high-impact real estate strategy: converting underutilized hotels into naturally affordable housing. We explored how this model delivers strong investor returns while addressing the affordable housing crisis—without rely…
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Adam Cayton-Holland is here on this week’s Steph Infection! ACH and Steph chat about filming his new special in the dive bar he started comedy in (be sure to check out “20 Years In Comedy and All I Got Was This Lousy Special” on YouTube NOW!), how comedy green rooms have changed, wisdom teeth surgery, and much much more! Follow @Steph_Tolev and @St…
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AI-driven attacks don’t take breaks—and neither should your cybersecurity strategy. In this episode, Rick from DALY is joined once again by Michael Townsend, National SLED Solutions Architect at Barracuda, to dive into the five foundational pillars every organization needs to protect its network. From proactive detection to rapid response and scala…
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Thinking of opening a Self-Directed IRA? Open an account today https://directedira.com/open-accounts/ In this exclusive live audience podcast, recorded at the Self-Directed IRA Summit, @MarkJKohler and I talk about how powerful the tool of self-directing is. Enjoy as we are accompanied by live attendees going over REAL self-directed investing scena…
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Mo Mandel is here on this week’s Steph Infection! Mo talks with Steph about the bests and worsts about clubs on the road, the lasting effects of wearing dirty clothes in an NYC summer, they react to a body story sent in by a listener, chat about Mo’s new special TRYING TO MAKE IT (which is out now on YouTube!), and much more! Follow @Steph_Tolev an…
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John Goblikon is here on Steph Infection this week! Steph chats with John about Goblin life, what to expect in his upcoming visit to Austin, there’s a surprise pop-in from Jefferson, and much much more! Follow @Steph_Tolev and @Steph_Infection_Podcast on Instagram. Send in your body stories to be featured on the pod! See Steph on tour this year! US…
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Rebecca Kohler is here on this week’s Steph Infection! Steph and Rebecca chat about weird date stories and the craziness of dating apps, self-diagnoses online, Rebecca comes prepared with a long list of the worst body things she’s ever heard, and much more! Get 50% Off Your One Month Trial with Trade at https://www.drinktrade.com/steph Follow @Step…
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Trae Crowder is here on this week’s Steph Infection! Steph chats with Trae about his new special, TRASH DADDY, which is out NOW on YouTube. They also chat about growing up in Tennessee, getting eye surgery, cooking, and much more! Follow @Steph_Tolev and @Steph_Infection_Podcast on Instagram. Send in your body stories to be featured on the pod! See…
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Jessica Michelle Singleton is here on this week’s Steph Infection! Steph and Jessica chat about weird experiences at the chiropractor’s office, annoying neighbors, and they talk all about Jessica’s new special, HI Y’ALL, releasing on April 29th! Follow @Steph_Tolev and @Steph_Infection_Podcast on Instagram. Send in your body stories to be featured …
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In this episode of the Directed IRA Podcast, Mat Sorensen breaks down one of the most powerful tools for building long-term, tax-free wealth: the Backdoor Roth IRA. Many high-income earners believe they’re ineligible for Roth IRAs due to income limits—but that’s where the backdoor strategy comes in. Mat walks you through how the Backdoor Roth IRA w…
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Jiaoying Summers is here on Steph Infection this week! Jiaoying and Steph chat all about life on the road, single life vs. relationship life, they react to a listener-submitted body story, and much more! Get 40% off your first order with Trade at https://www.drinktrade.com/steph Follow @Steph_Tolev and @Steph_Infection_Podcast on Instagram. Send in…
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Mat Sorensen and Mark J. Kohler are back with another episode of the Directed IRA Podcast—this time answering the most frequently asked questions about self-directed IRAs. Mat, the CEO of Directed IRA, requested this episode himself because he’s tired of hearing the same questions over and over(Cleary we're kidding). So, he and Mark are tackling th…
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In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the mechanics of partnering your IRA with others in deals. Whether it’s pooling funds from multiple IRAs, combining accounts within a family, or structuring investments to comply with IRS rules, they cover the do’s and don’ts of co-investing. Tune in to learn how t…
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Luke Null returns to Steph Infection this week! Steph and Luke chat about Luke’s new special, PRETTY SONGS, DIRTY WORDS (which is out NOW on YouTube), shooting commercials together, their worst audition stories, and much more! Follow @Steph_Tolev and @Steph_Infection_Podcast on Instagram. Send in your body stories to be featured on the pod! See Ste…
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Julia Hladkowicz is here on this week’s Steph Infection! Steph and Julia chat about stories from their long friendship, including getting stuck in blizzards between shows, needing white noise to fall asleep, the one “Would You Rather?” questions that’s stuck with them for many years, and much more! Follow @Steph_Tolev and @Steph_Infection_Podcast o…
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In this episode of the Directed IRA Podcast, Mark and Mat break down how to use your self-directed IRA or 401(k) to invest in private businesses, funds, and startups. We’re not talking about running another business yourself—we’re talking about leveraging your expertise to identify valuable investment opportunities. Most people think investing with…
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Ian Fidance is here on this week’s Steph Infection! Ian and Steph chat about the differences doing comedy on opposite coasts, Ian tells Steph about getting a hernia from shouting during Phillies games, Ian gets a call from Bobby Lee live on the pod, and much more! Get 40% off your first order with Trade at https://www.drinktrade.com/steph Follow @S…
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Jamison Manwaring joins Mat Sorensen in the podcast to discuss a unique foreclosure deal that Neighborhood Ventures is acquiring. With rising interest rates and lenders tightening their grip, a prime multifamily property in Arcadia, Phoenix, recently went through foreclosure. Originally purchased for $18.25 million, Neighborhood Ventures secured it…
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Adrienne Iapalucci is here on this week’s episode of Steph Infection! Adrienne and Steph chat all about Adrienne’s new Netflix special THE DARK QUEEN which is out now! They also chat about their worst airplane travel stories, driving everywhere is NYC, and much more! Follow @Steph_Tolev and @Steph_Infection_Podcast on Instagram. Send in your body s…
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In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the key steps to setting up and funding a self-directed retirement account. If you have an existing IRA, 401(k), or another retirement account and you're wondering how to transition into self-directing, this episode is for you. Mark and Mat discuss the importance o…
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Alec Flynn is here on Steph Infection this week! Alec and Steph make a plan to go rock climbing, they chat about ripped jeans and Alec’s surgical history, Jefferson makes an appearance to administer eye drops live on the pod, and much more! Follow @Steph_Tolev and @Steph_Infection_Podcast on Instagram. Send in your body stories to be featured on th…
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Gabby Lamb is here on this week’s Steph Infection! Gabby and Steph chat about getting tattoos and removing them, dealing with styes, and Gabby comes prep with a wild story for the worst body thing she’s ever heard! Get 40% off your first order with Trade at https://www.drinktrade.com/steph Follow @Steph_Tolev and @Steph_Infection_Podcast on Instagr…
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Is it possible to invest in crypto completely tax-free? Yes—if you use a Roth IRA! In this episode of the Directed IRA Podcast, Mat Sorensen breaks down how you can use a self-directed Roth IRA to invest in cryptocurrencies like XRP while avoiding capital gains taxes. Most people assume Roth IRAs are limited to stocks, bonds, and mutual funds throu…
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Felipe Esparza is here on this week’s Steph Infection! Felipe talks about filming his new special that is OUT NOW on Netflix, having flat feet, the flat Earth conspiracy theory, playing pickup basketball and softball with Steph, and much more! Follow @Steph_Tolev and @Steph_Infection_Podcast on Instagram. Send in your body stories to be featured on…
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Mat Sorensen and Mark J. Kohler break down the IRA LLC, also known as the Checkbook IRA, explaining how it works, when it makes sense, and how to avoid common pitfalls. As experienced tax attorneys, they clarify the rules, discuss asset protection benefits, and share real-world use cases. Whether you're investing in real estate, private loans, or o…
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Rosebud Baker is here on this week’s Steph Infection! Steph chats with Rosebud about her new special, The Mother Lode, releasing on Netflix on February 18th and how she combined two separate hours into one special. They also chat all about Rosebud’s recent pregnancy, the birth of her first child, and much more! Steph Infection is sponsored by by Be…
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The SLED space is on the brink of a massive transformation. With Windows 10 and Microsoft 365 nearing the end of their support, many organizations risk leaving their tech behind. An outdated system, jeopardizes both security and quality making evolving your operating system no longer an option – it’s a necessity. In the first episode of this season…
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Finding real estate deals is the #1 challenge holding back Self-Directed IRA investors—but it doesn’t have to be! In this episode, Mat sit's down with Shenoah Grove from Texas REIAs to share proven strategies for uncovering off-market opportunities. They discuss: Why traditional MLS listings aren’t the best option for investors How to use the Notic…
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Graham Kay is here on this week’s Steph Infection! Steph and Graham chat about touring the world, playing stadiums, traveling home to stay with family, broken ankles, and much more! Follow @Steph_Tolev and @Steph_Infection_Podcast on Instagram. Send in your body stories to be featured on the pod! See Steph on tour this year! US Dates Jan 31-Feb 1 F…
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Alex Pavone is here on this week’s Steph Infection in our brand new studio!! Alex and Steph talk about wedding speeches, getting nipple piercings, hair implants, and much more! Follow @Steph_Tolev and @Steph_Infection_Podcast on Instagram. Send in your body stories to be featured on the pod! See Steph on tour! US Dates Jan 17-18 Eugene Jan 31-Feb 1…
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In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler continue their deep dive into self-directed IRAs, focusing on the rules you need to follow. This is part two of their ten-part series, where they discuss what you can and cannot invest in using your IRA. They explain prohibited transactions, disqualified persons, and how t…
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Courtney Gilmour is here on this week’s Steph Infection! Courtney chats with Steph about doing comedy in Canada, being born as a congenital amputee, going to back to college after a wisdom teeth surgery, and much more! Steph Infection is sponsored by by BetterHelp. Give online therapy a try at betterhelp.com/STEPHPOD and get on your way to being yo…
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Wall Street isn’t telling you the whole story about your retirement accounts—they tell you what works for them. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler kick off a 10-part series covering everything you need to know about self-directed IRAs. What is a self-directed IRA? How does it work? And why is Wall Street re…
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For decades, business have relied on paper. But as organizations strive for sustainability and efficiency, paper is getting piled up, crumpled up, and completely outdated. With more people working remotely, digitizing documents is crucial for an organization's success. From offices to the classroom, the evolution of work has caused a big question: …
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Rob Bebenek joins the pod this week on Steph Infection! Steph and Rob chat about Canadian comedy, scary allergic reactions, a broken shower curtain, a decade-long hamstring injury, and much more! Follow @Steph_Tolev and @Steph_Infection_Podcast on Instagram. Send in your body stories to be featured on the pod! See Steph on tour! US Dates Jan 19-12 …
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Merry Christmas! It’s a family affair on Steph Infection this week! Jess Tolev returns to the pod this week to talk with this Steph about holiday traditions, all of the stories from her recent pregnancy, and much more! Thank you to FunLove for sponsoring this episode! Go to https://www.FunLove.com and use code STEPH at checkout to save 30% off your…
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Are you wondering how to spot a great investment opportunity in today’s real estate market? In this video, we dive into the current state of the real estate industry, focusing on multifamily properties, interest rate impacts, and strategies to navigate a challenging market. Join us as we discuss: ✔️ Why Arizona’s multifamily market is facing unique…
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Did you know you can use your IRA to invest in cryptocurrency? In this video, I’ll walk you through how to buy crypto like Bitcoin, Solana, and XRP using your IRA and explain the incredible tax benefits that come with it. Whether you're looking to diversify your portfolio, capitalize on crypto's growth potential, or take advantage of the tax-free o…
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Technology gives us so much power in the palms of our hands. But with great technology comes an even greater power need. In the education space, the plethora of student devices utilized need full batteries to unlock the full potential of learning. But most school systems don’t have the charging tech infrastructure to meet the challenge. In this epi…
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Erica Rhodes is here on this week’s episode of Steph Infection. Steph and Erica discuss the paranormal, Erica’s experience on America’s Got Talent, matchmaking, and much more! Thank you to FunLove for sponsoring this episode! Go to https://www.FunLove.com and use code STEPH at checkout to save 30% off your first order. Follow @Steph_Tolev and @Step…
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In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down everything you need to know about using a crypto IRA or crypto 401(k) to invest in top tokens like Bitcoin, Solana, and XRP. Learn the step-by-step process to open an account, fund it, and start trading—all within tax-advantaged vehicles like a Roth IRA. Discove…
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Jay Larson is here on this week’s episode of Steph Infection! Jay and Steph chat all about living with dogs, when you should fart in front of a significant other, getting scammed, and much more! Thank you to FunLove for sponsoring this episode! Go to https://www.FunLove.com and use code STEPH at checkout to save 30% off your first order. Thank you …
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Robby Hoffman is here on this week’s episode of Steph Infection! She comes in hot to tell Steph about her recent experience with lockjaw, getting recognized while battling food poisoning, and much more! Thank you to FunLove for sponsoring this episode! Go to https://www.FunLove.com and use code STEPH at checkout to save 30% off your first order. Fo…
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