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E43 Mat Sorensen - Your Money, Your Way: Self-Directed Retirement Wisdom

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Content provided by Casey Silveria. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Casey Silveria or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Hello everyone and welcome back to the Farming for Passive Income show where we strive to educate the agricultural community on how to create alternative income streams and diversification through commercial real estate private equity.

Mat Sorensen is the founder and CEO of Directed IRA and Directed Trust Company. Directed IRA has over 1 billion in assets and provides self-directed accounts to investors in all 50 states. Mat is an attorney, real estate investor, bestselling author, international speaker, and expert on self-directed retirement accounts.

3:00 Self-Directed IRA

8:40 Key features of a standard self-directed IRA account, its relationship with Roth IRAs, and the relevance of solo 401(k)s.

13:58 Solo 401K

20:47 The risk in Investing using ROTH IRAs

23:00 Peter Thiel story

30:00 Fidelity IRAs

31:00 Process of Transferring Fidelity IRAs

Connect with Mat:

Website

Podcast: Main Street Business / Directed IRA

Keep updated, join our investor list:

https://farmerscapitalgroup.com/join

  continue reading

62 episodes

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iconShare
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 15, 2024 10:11 (6M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 379500177 series 3473631
Content provided by Casey Silveria. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Casey Silveria or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Hello everyone and welcome back to the Farming for Passive Income show where we strive to educate the agricultural community on how to create alternative income streams and diversification through commercial real estate private equity.

Mat Sorensen is the founder and CEO of Directed IRA and Directed Trust Company. Directed IRA has over 1 billion in assets and provides self-directed accounts to investors in all 50 states. Mat is an attorney, real estate investor, bestselling author, international speaker, and expert on self-directed retirement accounts.

3:00 Self-Directed IRA

8:40 Key features of a standard self-directed IRA account, its relationship with Roth IRAs, and the relevance of solo 401(k)s.

13:58 Solo 401K

20:47 The risk in Investing using ROTH IRAs

23:00 Peter Thiel story

30:00 Fidelity IRAs

31:00 Process of Transferring Fidelity IRAs

Connect with Mat:

Website

Podcast: Main Street Business / Directed IRA

Keep updated, join our investor list:

https://farmerscapitalgroup.com/join

  continue reading

62 episodes

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