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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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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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Inspirational conversations with extraordinary people. — Including high profile guests like “Selling Sunset’s” Mary Bonnet (Fitzgerald); former UFC champions Stipe Miocic and Daniel Cormier; former NFL all pros Devin McCourty and Beanie Wells; Senator JD Vance; ultra runner Sally McRae; podcaster Jordan Harbinger; Jiu Jitsu black belts Roy Dean and Nathan Orchard; Beyonce's father Mr. Mathew Knowles; singer-songwriter Siena Bella; personal development coach Preston Smiles; narcissistic abuse ...
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Step into the financial end zone with "The Financial Quarterback® Podcast with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-m ...
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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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Delivered is your window into the world of amazing digital products, bold business strategies, and innovation in practice. In a world where 95% of digital products fail, we’re on a mission to find out what sets the 5% apart, bringing you insights from change-makers — business owners, company executives, creatives, tech experts, and other brilliant minds. Brought to you by Infinum, a leading digital product agency, and hosted by Chris Bradshaw, Infinum’s product strategy director.
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ABC News Daily is the podcast that helps you understand the issues affecting your world. Every episode, host Samantha Hawley walks through one story with the help of an ABC colleague or expert in under 15 minutes. When you want coverage you can trust, listen to ABC News Daily. From interest rates, real estate and the housing crisis, to scams and US politics, ABC News Daily brings you facts and analysis you need to understand the biggest news stories. As Australians battle a cost-of-living cr ...
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Are you taking full advantage of your tax and legal strategies as a small business owner? In this episode, Josh sits down with Mark J. Kohler, a leading CPA, attorney, and financial advisor, to break down some crucial tips for anyone looking to optimize wealth and protect assets in today’s economy. As they dive into the conversation, Mark shares ho…
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen decode cryptocurrency tax tactics. They address the uptick in crypto ownership and IRS oversight, focusing on strategies like Charitable Remainder Unitrusts, tax-free trading with Roth IRAs, and LLC setups as S-corporations. They provide examples of significa…
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In this episode of the Main Street Business podcast, host Mark J. Kohler guides you through the strategic advantages of S corporations. Find out how to leverage them for maximum tax savings, secure your retirement, and maintain pristine corporate records, ensuring your business thrives for years to come. Here are some of the highlights: Mark begins…
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Yoshi and Haruki Nakamura joined me for a conversation about finding purpose, Haruki's challenges of navigating life after experiencing head trauma from concussions, and the importance of having a brotherhood around you to overcome life's everyday challenges. Connect with the Nakamura brothers on Instagram @haruki.1343.nakamura @theyoshinakamura Yo…
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Global stock market turmoil this week saw spooked investors dumping billions of dollars in shares, before a rebound restored a lot of the value. There are jitters about the true value of surging stocks on Wall Street, the risk of a recession in the United States and interest rate rises in Japan. Today, the ABC’s chief business correspondent Ian Ver…
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Kamala Harris has chosen Tim Walz as her running mate. The 60-year-old Governor of Minnesota has already gone viral for calling Donald Trump ‘weird’, but will he secure Harris victory in November’s US election? Today, political scientist Andra Gillespie on why Harris picked the former school teacher and the swing voters that might be tempted to bac…
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Are you ready to protect your retirement from the unexpected twists of the market? Josh kicks off this episode by breaking down the concept of sequence of return risk, explaining how the timing of market gains and losses can make or break your retirement plans. He dives into practical strategies like sequence defense, utilizing asset insurance, and…
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The regional airline Rex had an ambition to break into the lucrative ‘golden triangle’, the busy airline routes between Sydney, Melbourne and Brisbane. It got a handful of big jet aircraft and started to take on the established players, Qantas and Virgin. But after just three and a half years, those routes have been scrapped and the airline is in a…
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It hasn’t raised the terrorism threat level for a decade, so why is ASIO increasing it now? The top spy body says a terrorist attack in Australia is now probable, up from possible. More people holding extreme ideologies are leading to a ‘volatile and unpredictable’ security situation. Today, we discuss what’s going on and how we should react, with …
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We all love a trip to Europe in summer, but have you ever felt like you’re not really welcome there? Melbourne woman Claudia had that inkling in Barcelona recently when locals made it clear they wanted her to go home. Today, we look at the growing anger in some of the most popular tourist cities and what is being done to try to ease the pressure. F…
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In this episode of the Main Street Business podcast, host Mark J. Kohler and special guest Ashley Burr focus on optimizing business structures and tax benefits. They cover the pitfalls of using rewards points for business expenses, converting 401Ks to Roth IRAs, and selecting the right business structure for spouses. Mark and Ashley also unpack str…
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Welcome to another episode of the Directed IRA Podcast! In this episode, Matt Sorenson and Marc J. Koehler dive into the critical topic of 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 yo…
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Donald Trump is questioning his opponent Kamala Harris’s race, suggesting she started calling herself Black to gain political advantage. The sexism is also remarkable in 2024 with Trump labelling Harris a ‘play toy’ for world leaders. This, after 2021 comments surfaced from JD Vance, where Trump’s pick for vice president derided Democratic Party le…
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We’ve had 13 punishing interest rate rises that were supposed to quickly kill off inflation. While price rises are not nearly as bad as they were a year or two ago, the main measure of annual inflation has ticked up again. It’s key information to help the Reserve Bank board decide what to do about interest rates when it meets next week. Despite inf…
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Are billionaires truly self-made, or is their success built on early privileges and opportunities? Welcome to episode one of our Billionaire Series, where each month, we highlight a billionaire, explore their journey, and uncover the financial lessons we can learn from them. This month, Josh delves into Warren Buffett's investment principles, focus…
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Join Mark J. Kohler in this episode of the Main Street Business Podcast as he simplifies saving taxes and building wealth with the Trifecta System. Learn the basics of legal structures and advanced strategies to protect and grow your assets. Here are some highlights: Mark introduces the Trifecta and how it can be used to save taxes, build wealth, a…
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