Podcast Episodes
Back to SearchSolo 401(k) Contribution Limits and Deadlines - 2024
Season 4 Episode 44
Welcome to the Direct IRA Podcast! In this episode, we're getting into the ins and outs of Solo 401(k)s – the top self-directed account for the self-…
2 years, 3 months ago
Cryptocurrency and Precious Metals in Your Retirement Account
Season 4 Episode 43
Explore IRA investments in precious metals like gold, silver, platinum, palladium, and cryptocurrencies such as Bitcoin, Ethereum, and more! Join us …
2 years, 3 months ago
How to take YOUR Small Business to a Publicly Traded Company Managing Alternative Assets
Season 4 Episode 42
Welcome to this week's Directed IRA Special Podcast Episode! Today, we had the opportunity to speak with Chris Loeffler, the CEO of Caliber Wealth. L…
2 years, 3 months ago
Everything You Need to Know About the Backdoor Roth IRA in 2024
Season 4 Episode 41
Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-inc…
2 years, 3 months ago
Your Questions: Roth Conversions and Backdoor Roth IRA
Season 4 Episode 40
Mat and our Executive Director Nate discuss the intricacies of Roth conversions and contributions, addressing questions related to traditional IRA to…
2 years, 3 months ago
Year-End Retirement Account Tips and Tricks
Season 4 Episode 39
Join Mat and Mark as they discuss end of year Tax Strategies, Retirement Insights & More! From retirement account considerations to last-minute wealt…
2 years, 4 months ago
Don't Do This With Your Self-Directed IRA
Season 4 Episode 38
Mark and Mat provide a comprehensive breakdown of what NOT to do. From common mistakes to lesser-known pitfalls, we've got you covered!
Join us as we…
2 years, 4 months ago
The Solo 401K - The Ins and Outs
Season 4 Episode 37
In this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s
We cover the foll…
2 years, 4 months ago
Open Forum: 2024 Contribution Limits and Answering your Self-Directed IRA Questions!
Season 4 Episode 36
Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on S…
2 years, 4 months ago
Self-Directed Case Studies: Real World Application
Season 4 Episode 35
In this YouTube video, we dive into the fascinating world of Self-Directed IRAs. Our hosts, Mat and Mark, are joined by special guests Randy Luebke, …
2 years, 5 months ago