show episodes
 
Welcome to The Clever Investor Show, where your host, Cody Sperber, a seasoned real estate investor and educator, becomes your definitive source for everything in real estate investing and entrepreneurship. Each episode features conversations with giants in the industry like Grant Cardone, known for his real estate investor status; Wes Watson, sharing strategies for success; Eric Spofford, focusing on business growth and niche real estate markets; Pace Morby, a creative financing expert; and ...
  continue reading
 
Artwork

1
Directed IRA Podcast

Mat Sorensen and Mark Kohler

Unsubscribe
Unsubscribe
Monthly+
 
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 ...
  continue reading
 
This podcast was created by Real Estate Professionals for Real Estate Professionals; Brokers & Agents a like who are looking to “LEVEL UP” their business and their life without all the BS.Each show has actionable information you can put into practice immediately and take measurable action so that you can experience measurable results!Cheers and thanks for tuning in!
  continue reading
 
Loading …
show series
 
Text Michael for videos on influence: +1-202-759-4210 Michael Bernoff's Book: https://michaelbernoff.com/product/average-sucks-book/ Text me if you have any sales questions: +1-480-637-2944 The only book on sales you'll ever need: https://go.nepqblackbook.com/learn-more ✅ Resources: JOIN the Sales Revolution: https://www.facebook.com/groups/salesre…
  continue reading
 
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…
  continue reading
 
Text me if you have any sales questions: +1-480-637-2944 The only book on sales you'll ever need: https://go.nepqblackbook.com/learn-more ✅ Resources: JOIN the Sales Revolution: https://www.facebook.com/groups/salesrevolutiongroup Book a "Clarity CALL": https://7thlevelhq.com/book-demo/ ✅ Connect with Me: Follow Jeremy Miner on Facebook: https://ww…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Master your business finances: https://gonextlevelpros.com/ Follow Chris Lee: https://www.instagram.com/chrisleeqb/?hl=en Follow Daryl Kelly: https://www.instagram.com/darylckelly/ Text me if you have any sales questions: +1-480-637-2944 The only book on sales you'll ever need: https://go.nepqblackbook.com/learn-more ✅ Resources: JOIN the Sales Rev…
  continue reading
 
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…
  continue reading
 
Pace Morby is a real estate investor, entrepreneur, and expert in creative financing. Known for his innovative strategies in property acquisition and deal-making, Pace has helped thousands of individuals unlock financial freedom through real estate. Pace Morby's YouTube: https://www.youtube.com/@PaceMorby Text me if you have any sales questions: +1…
  continue reading
 
Chris Voss is a former FBI hostage negotiator, author, and expert in negotiation tactics. Known for his innovative strategies, he authored Never Split the Difference, sharing techniques for negotiating in high-stakes situations. ` Master the art of negotiation: https://www.blackswanltd.com/ Text me if you have any sales questions: +1-480-637-2944 T…
  continue reading
 
Don't Miss These Year-End Retirement Deadlines! In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J Kohler break down the five crucial actions you need to take before December 31st to maximize your retirement and tax strategy. From Roth conversions to required minimum distributions (RMDs), we cover what you must know to avoid missi…
  continue reading
 
Follow Kayla: https://www.instagram.com/kaylalivingboldly/?hl=en Text me if you have any sales questions: +1-480-637-2944 The only book on sales you'll ever need: https://go.nepqblackbook.com/learn-more ✅ Resources: JOIN the Sales Revolution: https://www.facebook.com/groups/salesrevolutiongroup Book a "Clarity CALL": https://7thlevelhq.com/book-dem…
  continue reading
 
Podcast Description: In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler answer listener-submitted questions in an open forum! They cover key topics like managing Required Minimum Distributions (RMDs) within IRA LLCs, strategies for Roth conversions, and the ins and outs of rolling over a Roth 401(k) to a solo 401(k). They …
  continue reading
 
Join Mat Sorensen and special guest David Feingold, CEO of Broad Street Private Equity, for an insightful discussion on private equity investing. In this Directed IRA webinar, they break down what private equity is, how it works, and why it's becoming a popular asset class for self-directed IRA investors. With over 100 accounts investing in Broad S…
  continue reading
 
Cody Sperber is a successful real estate investor, entrepreneur, and founder of Clever Investor, a leading real estate education company. He specializes in teaching people how to achieve financial freedom through smart real estate investing, including strategies like wholesaling and fix-and-flips. Cody Sperber's Links: Floordaddy: https://floordadd…
  continue reading
 
Discover the journey of real estate developer and entrepreneur Cody Sperber as he joins Mat Sorensen to discuss the art of scaling businesses, real estate development, and thriving in competitive markets. In this episode, Cody reveals his transition from wholesaling and flipping houses to tackling luxury home developments and his strategic pivot in…
  continue reading
 
Phil M. Jones is a renowned sales expert, author, and speaker, best known for his expertise in communication and persuasion. He specializes in helping individuals and organizations improve their sales and business performance through the power of effective language and communication techniques! Phil's Websites: https://www.philmjones.com/ https://e…
  continue reading
 
In this episode of the Directed IRA Podcast, Mat Sorensen joins forces with Mark J. Kohler to break down essential retirement strategies for high-income earners. They discuss the critical $2.5 million retirement target, the importance of "employee after-tax contributions," and how to maximize retirement accounts with over $100,000 in contributions …
  continue reading
 
Tommy's Links: https://homeserviceexpert.com/ https://www.tommymello.com/ https://get.homeservicefreedom.com/a1-shop-tour Tommy's Socials: https://www.instagram.com/officialtommymello/ Text me if you have any sales questions: +1-480-637-2944 The only book on sales you'll ever need: https://go.nepqblackbook.com/learn-more ✅ Resources: JOIN the Sales…
  continue reading
 
The only book on sales you'll ever need: https://go.nepqblackbook.com/learn-more ✅ Resources: JOIN the Sales Revolution: https://www.facebook.com/groups/salesrevolutiongroup Book a "Clarity CALL": https://7thlevelhq.com/book-demo/ ✅ Connect with Me: Follow Jeremy Miner on Facebook: https://www.facebook.com/jeremy.miner.52 Follow Jeremy Miner on Ins…
  continue reading
 
Nathan Marco is a world-authority on sales and closing. Talented and proven across numerous industries, he is armed with a strong background in both low and high ticket sales as well as over 22 years of experience. Learn more from Nathan: https://nathanmarco.com/ https://marcowealthmanagement.com/ Nathans Socials: https://www.instagram.com/nathanma…
  continue reading
 
Paul Ross is an internationally known Speaker, Author, Elite Sales Trainer, Master Hypnotist, Master NLP Trainer, and host of the cutting-edge podcast, The Influencers Edge. The only book on sales you'll ever need: https://go.nepqblackbook.com/learn-more Learn more from Paul Ross here: https://www.paulrossbook.com/ ✅ Resources: JOIN the Sales Revol…
  continue reading
 
The only book on sales you'll ever need: https://go.nepqblackbook.com/learn-more ✅ Resources: JOIN the Sales Revolution: https://www.facebook.com/groups/salesrevolutiongroup Book a "Clarity CALL": https://7thlevelhq.com/book-demo/ ✅ Connect with Me: Follow Jeremy Miner on Facebook: https://www.facebook.com/jeremy.miner.52 Follow Jeremy Miner on Ins…
  continue reading
 
The only book on sales you'll ever need: https://go.nepqblackbook.com/learn-more ✅ Resources: JOIN the Sales Revolution: https://www.facebook.com/groups/salesrevolutiongroup Book a "Clarity CALL": https://7thlevelhq.com/book-demo/ ✅ Connect with Me: Follow Jeremy Miner on Facebook: https://www.facebook.com/jeremy.miner.52 Follow Jeremy Miner on Ins…
  continue reading
 
The only book on sales you'll ever need: https://go.nepqblackbook.com/learn-more ✅ Resources: JOIN the Sales Revolution: https://www.facebook.com/groups/salesrevolutiongroup Book a "Clarity CALL": https://7thlevelhq.com/book-demo/ ✅ Connect with Me: Follow Jeremy Miner on Facebook: https://www.facebook.com/jeremy.miner.52 Follow Jeremy Miner on Ins…
  continue reading
 
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…
  continue reading
 
Michael Sartain is an entrepreneur, public speaker, and a figure known for his work in personal branding and social dynamics. He often shares insights on topics like networking, dating, and self-improvement, particularly through social media and podcasts. His background includes experience in the nightlife and entertainment industries, and he has d…
  continue reading
 
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…
  continue reading
 
Brendan Kane is a growth hacker for Fortune 500 corporations, brands, and celebrities. He helps brands find and engage new audiences that reward relevant content, products, and services with attention and spending. The only book on sales you'll ever need: https://go.nepqblackbook.com/learn-more Guide to Going Viral: https://goviral.hookpoint.com/ge…
  continue reading
 
Real estate mogul, business coach, international speaker, and bestselling author Kris Krohn joins Cody Sperber on The Clever Investor Show to drop major knowledge bombs about the current state of real estate investing. Learn insider strategies, tax tips, and why NOW is the time to act in the real estate market. The key is to act now and position yo…
  continue reading
 
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…
  continue reading
 
Reg Malhotra is the founder of NeuroMasters, a company dedicated to enhancing mental performance and cognitive skills. With a background in business and a deep interest in neuroscience, Malhotra integrates cutting edge science with practical strategies to help individuals and organizations optimize their cognitive abilities. His work focuses on usi…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Josiah Grimes is an entrepreneur and investor. He is the CEO of Movable Ai, a software company aimed at empowering authors, and the co-founder and Chairman of KeyGlee, a major real estate wholesaler with over 100 U.S. locations. Josiah also co-founded and chairs New Reach Education, which publishes brands like Subto and AstroFlipping. Additionally,…
  continue reading
 
In todays client interview, Vlad talks about his sales success in the fitness industry, highlighting techniques and the importance of tonality that helped improve his closing percentage. The only book on sales you'll ever need: https://go.nepqblackbook.com/learn-more ✅ Resources: JOIN the Sales Revolution: https://www.facebook.com/groups/salesrevol…
  continue reading
 
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…
  continue reading
 
Sabastian Enges is a sought-after, industry-leading mental conditioning and performance coach. He has worked with thousands of young professionals across North America, successfully training and developing their leadership and entrepreneurial skills. Connect with Sebastian: https://www.instagram.com/sabastianenges/ https://www.tiktok.com/@sabastian…
  continue reading
 
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…
  continue reading
 
In today's client interview, we will go over the TOP 3 ways that you can build your sales confidence The only book on sales you'll ever need: https://go.nepqblackbook.com/learn-more ✅ Resources: JOIN the Sales Revolution: https://www.facebook.com/groups/salesrevolutiongroup Book a "Clarity CALL": https://7thlevelhq.com/book-demo/ ✅ Connect with Me:…
  continue reading
 
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…
  continue reading
 
This is how Andrew Anderson Increased his mattress sales using these effective strategies The only book on sales you'll ever need: https://go.nepqblackbook.com/learn-more ✅ Resources: JOIN the Sales Revolution: https://www.facebook.com/groups/salesrevolutiongroup Book a "Clarity CALL": https://7thlevelhq.com/book-demo/ ✅ Connect with Me: Follow Jer…
  continue reading
 
Brian and Ronda Swan, known as the Unstoppable Family, share their journey of overcoming challenges, building a successful PR firm, and emphasizing the importance of branding and personal development. The only book on sales you'll ever need: https://go.nepqblackbook.com/learn-more Brian & Rhonda's Site https://unstoppablebrandingagency.com/ Rhonda'…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Rene Rodriguez is a best-selling author, keynote speaker, leadership advisor, and transformational speaker coach. For the last 27 years, René has been researching and applying behavioral neuroscience to solve some of the toughest challenges in leadership, sales, and change. Rene's Socials: https://www.youtube.com/@learnwithrene https://www.instagra…
  continue reading
 
Today we will interview a client who found success in selling hvac! TESTIMONIAL DISCLAIMER In accordance with the FTC guidelines concerning the use of endorsements and testimonials in advertising, please be aware of the following: Testimonials appearing on this website are received in various forms via a variety of submission methods. The testimoni…
  continue reading
 
We will be dropping some bombs for you with the client today and answering your questions to help you sell MORE! TESTIMONIAL DISCLAIMER In accordance with the FTC guidelines concerning the use of endorsements and testimonials in advertising, please be aware of the following: Testimonials appearing on this website are received in various forms via a…
  continue reading
 
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…
  continue reading
 
Hey can you give me a cheaper price, company X offered it for like 10% less than you guys... How many sales have you lost because of this one objection? Learn how to quickly Reframe their way of thinking into Results based thinking over 'Price or Cost' based thinking! TESTIMONIAL DISCLAIMER In accordance with the FTC guidelines concerning the use o…
  continue reading
 
Loading …

Quick Reference Guide

Listen to this show while you explore
Play