Best Mat Sorensen Podcasts (2025)

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#604 Year-End Equipment Purchases — When They Save Taxes (And When They Don't!) 29:36

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3d ago29:36

29:36

Buying a new truck or piece of equipment before December 31 can feel like the ultimate year-end tax hack, but this episode breaks down why that decision can either save you thousands or create a painful tax bill you never saw coming. Mark J. Kohler and Mat Sorensen walk through the real math behind deductions, bonus depreciation, basis, and busines…

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Prohibited Transactions in a Self-Directed IRA (You Know It's a Prohibited Transaction When...) 20:15

7d ago20:15

20:15

For more details on prohibited transactions download the Self-Directed IRA Handbook (look for chapters 4, 5, 6, and 7): https://directedira.com/the-self-directed-ira-handbook/ In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J Kohler break down the single most important rule in the world of self-directed IRAs, the prohibited trans…

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#603 3 Year-End Retirement Account Deadlines You're Not Thinking About 25:45

7d ago25:45

25:45

These three retirement deadlines before December 31, 2025, could literally double your money overnight, unlock up to $70,000 of Roth contributions, and turn your accounts into a tax-free ATM for your future! In this episode of the Main Street Business Podcast, Mat Sorensen and Mark J. Kohler break down powerful, little-known 401(k) and Roth strateg…

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Opening a Self-Directed IRA And Understanding Prohibited Transactions (Webinar) 58:29

12d ago58:29

58:29

For the full video webinar visit: https://directedira.com/opening-a-self-directed-ira/ For more details on prohibited transactions download the Self-Directed IRA Handbook (look for chapters 4, 5, 6, and 7): https://directedira.com/the-self-directed-ira-handbook/ Most Self-Directed IRA investors worry about choosing the right asset, but the real dan…

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#602 How to Write Off a Holiday Party for Your Business 24:27

18d ago24:27

24:27

Are you missing out on one of the easiest 100 percent deductions available to business owners? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down exactly how to structure a holiday party or company event so it becomes a fully deductible business expense. From the IRS rules under Section 274 to real examp…

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Tax-Free Crypto Investing With a Roth IRA 54:39

19d ago54:39

54:39

Crypto continues to be one of the fastest-moving asset classes — and when you combine it with the tax-free power of a Roth IRA, it becomes one of the most compelling long-term wealth strategies available. Join Mat Sorensen (CEO, Directed IRA) and Aaron Halderman (COO, Directed IRA) for a live training session where they break down everything you ne…

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#601 Top 20 Year-End Tax Strategies Everyone Should Know! 30:47

20d ago30:47

30:47

Are you missing out on some of the most powerful year-end tax strategies available to small business owners and entrepreneurs? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down 20 actionable moves you can still make before December 31 to save thousands on taxes and set yourself up for long-term financia…

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#600 Protecting Your Business in Divorce - Asset Protection When a Marriage Ends 38:36

21d ago38:36

38:36

conversation with bestselling author and negotiation expert Rebecca Zung and attorney Mark J. Kohler. We break down what to do first, what to avoid, and how to protect your future — without playing dirty. You’ll learn the five main areas courts consider in family law cases—property division, spousal support, custody and parenting decisions, child s…

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#599 Top 10 Due Diligence List: How Smart Investors Protect Their Money 49:43

28d ago49:43

49:43

Recorded live at the Alt Asset Summit in Phoenix, this episode of the Main Street Business Podcast brings you a high-energy, audience-fueled breakdown of the Top 10 Due Diligence Must-Dos Before You Put Money Anywhere. Join hosts Mark J. Kohler and Mat Sorensen as they share stories from the trenches of asset protection, investing mistakes, client …

1
Buy Oil & Gas With an IRA - What You Need to Know 42:36

1M ago42:36

42:36

Mat Sorensen sits down with Troy Eckard, founder and chairman of the board at Eckard Enterprises, for a clear look at how investors use self directed IRAs to buy mineral rights and participate in oil and gas cash flow. They break down the three lanes in this asset class, minerals, drilling, and midstream, and explain where each fits in a smart port…

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Self-Directed HSA: It's Enrollment Time 21:15

1M ago21:15

21:15

In this episode, Mat Sorensen and Mark J. Kohler dive into one of the most underrated wealth-building tools out there: the Health Savings Account (HSA). With open enrollment around the corner, it’s the perfect time to rethink your healthcare strategy and unlock the triple-tax advantages of this incredible account. Mat and Mark break down how an HSA…

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#598 Hold Your Family Board Meeting by Year-End! 26:11

2M ago26:11

26:11

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down why every small business owner should hold their annual Family Board Meeting before the end of the year. This powerful meeting isn’t just a formality — it’s a proven strategy to strengthen your business, protect your assets, and educate your family about…

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#597 Smart Strategies to Pay Yourself and Save Thousands 39:38

2M ago39:38

39:38

Are you structuring your business the right way — or making costly mistakes that could be draining your profits? In this episode of the Main Street Business Podcast, Mat Sorensen and Mark J. Kohler team up to answer your questions on taxes, legal structures, and real-world strategies for small business success. Together, they uncover the truth abou…

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Gold Hits a New All-Time High: How to Buy Gold (and Other Precious Metals) in Your IRA 14:26

2M ago14:26

14:26

Gold is breaking records again—and smart investors are taking notice. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark Kohler explain how to buy physical gold, silver, and other precious metals inside your IRA, the right way. They walk through which metals qualify, how purity standards and approved coins work, and what IRS rules y…

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#596 How to Set Up, Maintain, and Maximize Your Solo 401(k) 30:25

2M ago30:25

30:25

Take control of your retirement with our Solo 401(k) Special, starting at $895. The offer ends on October 17, 2025! Learn more: https://kkoslawyers.com/solo-401k-special-2025/?utm_source=buzzsprout&utm_medium=description-link&utm_content=596-solo-401k-p2-maintain&utm_campaign=main-street-business-podcast Are you taking full advantage of one of the …

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#CryptoTaxFreePledge (The Secret to Keeping All Your Crypto Gains) 20:47

2M ago20:47

20:47

In this episode of The Directed IRA Podcast, tax attorneys Matt Sorensen and Mark J. Kohler reveal one of the most powerful strategies for crypto investors, how to grow and withdraw your crypto profits completely tax free using a Crypto Roth IRA. They break down three key scenarios every crypto holder needs to understand: Getting started, how to bu…

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#595 Benefits of a Solo 401(k) and How to Qualify 23:25

2M ago23:25

23:25

Take control of your retirement with a Solo 401(k): https://kkoslawyers.com/services/solo-401k-set-up/?utm_source=buzzsprout&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast Are you overlooking one of the most powerful retirement strategies available to entrepreneurs and small business owners? …

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#594 Donald Miller on Why Your Brand Message Is Costing You Sales 40:54

2M ago40:54

40:54

Mat sat down with Donald Miller to break down how the StoryBrand framework and airplane model can transform small business growth. In this episode of the Main Street Business Podcast, we dive into marketing, sales, and clarity in messaging so entrepreneurs can scale with confidence. Grab my eBook 30 Unique Strategies Every Business Owner Should Kno…

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#593 Open Forum: Lessons on Money, Taxes, and Wealth 21:51

3M ago21:51

21:51

Are you making money decisions that could be holding you back from real financial freedom? In this episode of the Main Street Business Podcast, Mark J. Kohler flies solo to answer your questions! In the process, he reveals the common mistakes people make with money, taxes, and investments — and how you can avoid them. He shares proven strategies to…

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Mega Backdoor Roth Explained: What Is It and How It Works 10:54

3M ago10:54

10:54

Unlock one of the most powerful tax and wealth-building strategies available today: the Mega Backdoor Roth. In this episode, Mat Sorensen breaks down how you can contribute up to $70,000 each year into Roth accounts, creating massive tax-free growth for retirement. Originally filmed for the Mat Sorensen YouTube channel, this special episode is now …

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5 Creative Real Estate Investment Strategies with Your IRA - (We Bet You’ve Never Heard Before) 27:27

3M ago27:27

27:27

Visit altassetsummit.com to learn how to invest in Alternative Assets. (More links down below.) In this episode of the Directed IRA Podcast, attorneys Mat Sorensen and Mark J. Kohler dive into five creative ways to buy real estate with your self-directed IRA. Beyond the traditional “pay cash” approach, they explore strategies like seller financing,…

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#592 The 10 Biggest LLC Mistakes (And How to Avoid Them!) 26:03

3M ago26:03

26:03

Why risk your business and hard-earned money with the wrong setup when you could be protecting yourself and saving on taxes? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the critical steps every small business owner and new LLC owner must take to avoid costly mistakes. From choosing the right entit…

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Investing in Startups and Venture Capital with Your IRA 27:23

3M ago27:23

27:23

In this episode of the Directed IRA Podcast, attorney and CEO Mat Sorensen sits down with Ahmed Ahmed, Head of Funds at WeFunder, to discuss how investors can use a self-directed IRA to invest in startups and venture capital—an asset class once limited to Silicon Valley insiders and institutional funds. The conversation explores how WeFunder democr…

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Investing in Alternative Assets Under $25K with Your IRA 36:09

3M ago36:09

36:09

Visit altassetsummit.com to learn how to invest in Alternative Assets. (More links down below.) You don’t need $100K to self-direct your retirement. In this episode, Mat Sorensen and Mark Kohler outline 15+ real-world strategies for investing $25,000 or less using your Roth IRA, Traditional IRA, Solo 401(k), or HSA. From real estate deals and start…

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#591 Benefits of a Privacy Address 26:44

4M ago26:44

26:44

Your name and home address are everywhere — and that’s a problem! In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down practical, legal ways to keep your personal info off public records while still running your business and owning assets the right way. You’ll learn why manager-managed LLCs beat member-man…

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Alternative Assets in Your 401(K) 18:11

4M ago18:11

18:11

Visit altassetsummit.com to learn how to invest in Alternative Assets. (More links down below.) In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down a groundbreaking new executive order from President Donald Trump that could reshape the future of 401(k) investing—by opening the door to alternative assets. For decades…

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#590 Be Your Own Landlord: 3 Unique Strategies 33:35

4M ago33:35

33:35

Why make someone else rich when you could be paying yourself? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen reveal three powerful real estate strategies that allow business owners to become their own landlord, create cash flow, and protect family wealth. From renting your own building to your business, to buyi…

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The Hidden Secrets About HSAs That Will Blow Your Mind 30:53

4M ago30:53

30:53

Book a Call: https://directedira.com/appointment/ Alternative Asset Summit Tickets: https://altassetsummit.com/#ticket In this episode of the Directed IRA Podcast, Mat Sorensen and Mark Kohler unpack one of the most overlooked yet powerful tax-advantaged accounts available—the Health Savings Account (HSA). Often dismissed as a simple medical saving…

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#589 The SALT Workaround After the One Big Beautiful Bill (OBBB) 30:09

4M ago30:09

30:09

Join Mark and Mat as they discuss the powerful SALT workaround in 36 states. You can have unlimited deductions for state taxes for this workaround strategy and exceed the $40,000 with the workaround. You’ll learn: The 3 steps to see if you qualify for the SALT workaround The 3 steps to implement it before year-end How to navigate state-specific dea…

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Buying Low in Distressed Markets - Featuring Jamison Manwaring 25:56

4M ago25:56

25:56

In this episode, Mat Sorensen is joined by Jamison Manwaring, CEO and Co-Founder of Neighborhood Ventures, for a deep dive into the intersection of alternative investing, real estate innovation, and how everyday investors can participate in projects traditionally reserved for institutional capital. Jamison shares how Neighborhood Ventures became Ar…

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Use Your IRA to Invest in Private Funds 24:46

4M ago24:46

24:46

Did you know you can use your IRA to invest in private funds? These include private equity, venture capital, hedge funds, and real estate funds. Private funds have become one of the most popular investments among self-directed IRA owners because they offer access to professionally managed strategies, broader diversification, and the ability to pass…

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#588 Tax Strategy Q&A: Mega Backdoor Roth, RV Write-Offs, and LLC Mistakes 41:22

5M ago41:22

41:22

Mark Kohler and Mat Sorensen are back for another Open Forum episode of the Main Street Business Podcast — answering real tax, legal, and wealth-building questions from listeners across the country. In this episode, they cover advanced strategies and insider tips for: The Mega Backdoor Roth: How it works and who can use it Maximizing vehicle deduct…

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College Saving Strategies You Never Thought Of 14:43

5M ago14:43

14:43

In this episode of the Directed IRA Podcast, attorneys Mat Sorensen and Mark J. Kohler unveil a powerful and often overlooked strategy for funding your child’s college education without relying solely on a 529 plan. They break down how to combine a Coverdell ESA and a Roth IRA for your children, integrate those with self-directed investments, and p…

Mat Sorensen Podcasts

1
Main Street Business

Mark J Kohler and Mat Sorensen

1
Directed IRA Podcast

Mat Sorensen and Mark Kohler

1
#604 Year-End Equipment Purchases — When They Save Taxes (And When They Don't!) 29:36

1
Prohibited Transactions in a Self-Directed IRA (You Know It's a Prohibited Transaction When...) 20:15

1
#603 3 Year-End Retirement Account Deadlines You're Not Thinking About 25:45

1
Opening a Self-Directed IRA And Understanding Prohibited Transactions (Webinar) 58:29

1
#602 How to Write Off a Holiday Party for Your Business 24:27

1
Tax-Free Crypto Investing With a Roth IRA 54:39

1
#601 Top 20 Year-End Tax Strategies Everyone Should Know! 30:47

1
#600 Protecting Your Business in Divorce - Asset Protection When a Marriage Ends 38:36

1
#599 Top 10 Due Diligence List: How Smart Investors Protect Their Money 49:43

1
Buy Oil & Gas With an IRA - What You Need to Know 42:36

1
Self-Directed HSA: It's Enrollment Time 21:15

1
#598 Hold Your Family Board Meeting by Year-End! 26:11

1
#597 Smart Strategies to Pay Yourself and Save Thousands 39:38

1
Gold Hits a New All-Time High: How to Buy Gold (and Other Precious Metals) in Your IRA 14:26

1
#596 How to Set Up, Maintain, and Maximize Your Solo 401(k) 30:25

1
#CryptoTaxFreePledge (The Secret to Keeping All Your Crypto Gains) 20:47

1
#595 Benefits of a Solo 401(k) and How to Qualify 23:25

1
#594 Donald Miller on Why Your Brand Message Is Costing You Sales 40:54

1
#593 Open Forum: Lessons on Money, Taxes, and Wealth 21:51

1
Mega Backdoor Roth Explained: What Is It and How It Works 10:54

1
5 Creative Real Estate Investment Strategies with Your IRA - (We Bet You’ve Never Heard Before) 27:27

1
#592 The 10 Biggest LLC Mistakes (And How to Avoid Them!) 26:03

1
Investing in Startups and Venture Capital with Your IRA 27:23

1
Investing in Alternative Assets Under $25K with Your IRA 36:09

1
#591 Benefits of a Privacy Address 26:44

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Alternative Assets in Your 401(K) 18:11

1
#590 Be Your Own Landlord: 3 Unique Strategies 33:35

1
The Hidden Secrets About HSAs That Will Blow Your Mind 30:53

1
#589 The SALT Workaround After the One Big Beautiful Bill (OBBB) 30:09

1
Buying Low in Distressed Markets - Featuring Jamison Manwaring 25:56

1
Use Your IRA to Invest in Private Funds 24:46

1
#588 Tax Strategy Q&A: Mega Backdoor Roth, RV Write-Offs, and LLC Mistakes 41:22

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College Saving Strategies You Never Thought Of 14:43