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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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Welcome to My Worst Investment Ever podcast hosted by Your Worst Podcast Host, Andrew Stotz, where you will hear stories of loss to keep you winning. In our community, we know that to win in investing you must take the risk, but to win big, you’ve got to reduce it. Your Worst Podcast Host, Andrew Stotz, Ph.D., CFA, is also the CEO of A. Stotz Investment Research and A. Stotz Academy, which helps people create, grow, measure, and protect their wealth. To find more stories like this, previous ...
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In The Business Credit and Financing Show we tackle all types or topics relating to how you can get business credit and financing to start and grow your business. We also discuss marketing and growth strategies with top influencers and industry experts, to help you start and grow a profitable business.
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Have you ever wanted to pick the brain of a thriving investor or entrepreneur, but didn’t know how? Maybe you wanted to ask them about their successes, failures, systems, motivations, or experiences they’ve had? Perhaps you wanted to invite them out for a coffee or beer to ask them how they reached their level of success, but couldn’t find the time? Don’t worry, that's where we come in! The Wealth Juice Podcast, co-hosted by Ryan Bevilacqua and Cory Jacobson, provides actionable advice from ...
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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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Mark Kohler is an acclaimed tax and legal expert who is dedicated to helping entrepreneurs and small business owners achieve financial success. As the Founding and Senior Partner at KKOS Lawyers, Kohler specializes in tax, legal, wealth, estate planning, and asset protection services. He is celebrated for his commitment to nurturing the American Dr…
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This week we sit down with Mark Kohler, a dynamic CPA and attorney who brings a fresh perspective to the often-dry topics of business structures and tax planning. Known for his popular YouTube channel with over 430,000 subscribers, Mark has a talent for breaking down complex concepts into easy-to-understand, engaging content. This episode dives int…
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BIO: Mark Kohler, M.PR.A., C.P.A., J.D., is a highly respected Founding and Senior Partner at KKOS Lawyers, specializing in tax, legal, wealth, estate, and asset protection planning. STORY: Mark and his partner bought two properties to put up on Airbnb. The first property needed just a bit of modification, but the second one required far more. It t…
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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 the unique opportunities Neighborhood Ventures offers. Jamison shares insights on their investment strategy, including their REIT, crowdfunding approach, and current mar…
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Are you interested in getting a business loan? Just give me less than an hour of your time, and I’ll show you three vital steps you MUST take to be successful in getting a business loan. Check Out Thinking of Getting a Business Loan? Here Are 3 Steps You Must Take to Be Successful here: Watch and Enjoy! Ty Crandall Key Moments in This Episode =====…
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This week, we're thrilled to bring you an inspiring conversation with our guest, Adit Shah. Adit's journey is nothing short of extraordinary – from a rebellious teenager to a disciplined Navy man and now a thriving real estate investor and developer. He started small, house hacking a condo with a VA loan, and has since built a multi-million dollar …
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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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In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 03: Persistence of Performance: Athletes Versus Investment Managers. LEARNING: The nature of the competition in the investment arena is so different that conventional wi…
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For more information about Nick Bowman (Ullrson) and The Future Underground Show visit: www.facebook.com/ullrson Subscribe to the show on Apple Podcasts click here: podcasts.apple.com/us/podcast/the-…how/id288401159 Resident Advisor: ra.co/dj/nickbowman twitter.com/ullrsonmusic www.youtube.com/@ullrson www.podomatic.com/podcasts/djnickbowman www.ul…
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Andrew Imbesi is the CEO and founder of BogeGroup LLC. Andrew went from a broke DoorDash driver with less than $1,000 to his name to now making $1.2M a month through his income and investments. By providing access to 0% interest business credit ranging from $50k-$150k+ in less than 30 days, Andrew is empowering individuals to seize opportunities ac…
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This week we dive into our journey of building a $1.7 million net worth by the age of 32. Discover the strategies, sacrifices, and mindset shifts it took to get us to this point. We’ve also officially launched our coaching program! Spots for 1-on-1 mentorship will be open to a limited number of people. If you're interested in working together to cr…
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In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 02: How Markets Set Prices. LEARNING: Invest in passively managed funds and adopt a simple buy, hold, and rebalance strategy. While gamblers make bets, investors let the…
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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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Jeramiah Solven is a dynamic high-performance coach, engaging public speaker, and founder of the executive coaching company Conquer Academy. Jeramiah has an incredible background of grit and discipline, having run hundreds of miles across the Colorado Rockies, competed in mixed martial arts cage fights, and served as an Army Ranger Officer and Ligh…
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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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This week's episode features Rob Beardsley, a multifamily real estate mogul and the founder of Lone Star Capital. Rob takes us through his captivating journey from growing up in a real estate family to carving out a niche in multifamily investing. Discover why Rob chose multifamily properties, the strategic advantages they offer, and how his hands-…
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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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BIO: Rizwan Memon is the Founder and President of Riz International, a Canada-based financial education firm that helps thousands worldwide maximize their financial success through trading. STORY: Rizwan shorted GameStop’s stock, believing the price wouldn’t exceed $300. However, when Elon Musk tweeted about GameStop, the price increased to $500. R…
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This week we had the pleasure of catching up with one of our good friends and fellow real estate investor Anton Zherelyev. Anton is the founder of REI Call Center, a company he created to help real estate investors scale their business by hiring a cold calling team. Anton shares his inspiring journey from immigrating to the United States to becomin…
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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 Investing Principles, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 1: The Determinants of the Risk and Return of Stocks and Bonds. LEARNING: Look for key metrics, traits, or characteristics that help them identify stocks that will out…
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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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Justin Buonomo is the President and CEO of Journey to Financial Freedom, whose 'Financial Foundations' program has rapidly become one of the most successful financial coaching programs in the United States. Originally from Rochester, New York, Justin is an accomplished academic and former All-American lacrosse player who holds a Master's in Healthc…
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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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Ron Koenigsberg is the founder and owner of American Investment Properties, Inc., a New York-based commercial real estate brokerage firm and recipient of the 2017 Long Island Business News Commercial Broker of the Year. Ron holds a bachelor’s degree in Accounting from American University and a master’s degree in Real Estate Development from New Yor…
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Jesse Ray, an avid listener of the Weekly Juice Podcast, takes center stage to recount his remarkable transition from corporate sales to thriving real estate investor and entrepreneur. Motivated by the podcast, Jesse took the plunge into real estate, netting over $100,000 from his first property. He underscores the significance of carving out a nic…
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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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BIO: Jusper Machogu is a farmer in rural Kenya, an agricultural engineer by profession, and an advocate for Fossil Fuels for Africa. STORY: In this episode of My Wost Podcast Ever, Andrew and Jusper discuss the potential of fossil fuels to drive economic growth and development in Africa. LEARNING: Africa needs more fossil fuels not aid. “60-70% of …
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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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