Directed IRA Podcast

For questions or to get started self-directing book a call with an IRA specalist at Directed IRA here: https://directedira.com/appointment/ Schedule a consultation with KKOS Lawyers to structure your entities, optimize your tax strategy, and ensure your investments are properly protected: https://meetings.hubspot.com/kkos-lawyers/15-minute-client-advisor-interview In this episode, Mat Sorensen and Mark J. Kohler break down one of the most important rules in self-directed investing: prohibited transactions. Self-directed IRAs provide significant investment flexibility, but that flexibility comes with responsibility. Understanding and adhering to these rules is essential to protecting your retirement account from disqualification, avoiding unnecessary taxes and penalties, and properly executing alternative investment strategies. If you’re investing your retirement account into real estate, private deals, or other alternative assets, this is a foundational episode you should not overlook. For educational purposes only. Consult your own legal, tax, or financial advisors regarding your specific situation. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

Download our Beginner’s Guide to Transfers and Rollovers: https://directedira.com/beginners-guide-transfers-rollovers/ Have you ever wondered how to fund an IRA? Do you have money in an old 401(k) that you want to move into an IRA? In this episode, Mat Sorensen and Mark Kohler break down what it actually takes to move money into your account, and why this step can be easier or more frustrating than people expect. They cover the three primary ways to fund a self-directed IRA: transfers, contributions, and rollovers. Along the way, they explain why IRA-to-IRA transfers are usually the simplest option, why rolling over an old 401(k) can take more time, and how to handle the process without unnecessary delays. Still have questions about transfers and rollovers? Book a call with our team: https://directedira.com/appointment/ Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

On this episode, Mat Sorensen is joined by Bridger Pennington, founder of Fund Launch, to walk through how investors can actually find, evaluate, and invest in private funds. They begin by establishing the role private funds play in today’s market and why capital continues to shift toward private assets, before turning to how investors are gaining access, including through self-directed IRAs, and what separates a well-structured fund from a poor one in manager selection. They cover key diligence factors like audits, fund administrators, fee structures, and alignment, along with common mistakes investors make when they jump into deals too quickly or with too little deal flow. The episode also touches on the bigger picture—how macro trends, timing, and market cycles impact private fund performance—and how to think more like an institutional investor when allocating capital. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

In this special "Breaking News" episode of the Directed IRA Podcast, Mat breaks down new guidance from the Department of Labor that could expand 401(k) access to alternative investments like private equity, real estate funds, and crypto. Mat explains why alternatives have largely been excluded—fiduciary liability under ERISA—and how the proposed rule shifts the focus to a prudent, process-based standard centered on risk-adjusted returns. Mat also discuss what the DOL’s “neutral” stance means for plan sponsors, what’s coming next from the SEC, and how this could reshape retirement investing. Most importantly, Mat highlights that owning alternative assets in an IRA is already possible through the power or self-directed IRAs. Tune in to learn more or visit directedira.com. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

What is a self-directed IRA, and how does it actually work? In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the most foundational concepts in self-directed investing. If you have ever felt limited by traditional retirement accounts or wondered if you can invest your IRA in assets outside of Wall Street, this episode is for you. As part of our Self-Directing 101 series, this conversation is designed to simplify the concept, clear up common misconceptions, and help you understand how to take control of your retirement strategy. In this episode, you will learn: • What a self-directed IRA is and how it differs from a typical IRA • The types of investments you can make, including real estate, crypto, and private deals • How to use existing retirement funds to get started • Why contribution limits do not limit your growth potential • The key rules to understand before you begin Self-directing is not about complexity. It is about expanding your options and investing in what you know best. 🎧 Listen now to start your self-directing journey. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

Self-directed IRAs allow investors to go beyond traditional markets, but using them properly requires understanding the rules, structure, and process involved. In this live session, Directed IRA Vice President of Sales Nate Hare, along with co-host Daniel Tercey, start with a brief overview of how self-directed IRAs work before opening the discussion to a live Q&A. This format gives attendees the opportunity to ask practical questions and get straightforward answers about using retirement accounts to invest in alternative assets. This is not intended to be a deep legal or tax presentation. Instead, the goal is to help investors better understand the fundamentals – what self-directed IRAs allow, how the process works, and what to consider before making your first investment. Whether you’re just beginning to explore self-directed retirement accounts or already investing in real estate, private funds, startups, crypto, precious metals, or other alternative assets, this open forum is a chance to get clarity on the questions many investors encounter along the way. This session is ideal if you’re newer to self-directed investing, exploring alternatives for the first time, or want a clearer understanding of the basics before going deeper. Bring your questions – we’ll handle the fundamentals and point you in the right direction Still have questions? Book a new account call here: https://directedira.com/appointment/ Visit our website: https://directedira.com/ Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

What if your retirement account could invest in anything you believe in? Welcome to Directed IRA's new podcast series, Self-Directing 101. In this series, Mat and Mark will be covering everything you need to know to get started when it comes to self-directed investing. Today's Episode: The 5 Golden Rules of Self-Directing From finding your own deals to avoiding costly mistakes, Mat and Mark cover what actually separates successful investors from the ones who fall off the “magic carpet ride." If you’re serious about building wealth with a self-directed IRA, this episode is your playbook. 🎧 Tune in now and take control of your retirement. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down how investors can use a self-directed IRA, HSA, or solo 401(k) to invest in real estate and private lending. They cover the core strategies—rental properties, flips, land deals, and hard money loans—and explain how these accounts can be used to build wealth in a tax-advantaged way. Mat and Mark also share real-world examples from their own investing experience, including buying rental properties inside retirement accounts, structuring private loans secured by real estate, and using Roth funds for high-growth opportunities. Along the way, they walk through the basic steps to get started, when an IRA/LLC may make sense, and the key prohibited transaction rules every investor needs to understand. Whether you are brand new to self-direction or looking for a simple episode to share with someone who wants the big-picture overview, this is a practical introduction to investing retirement funds in assets you know and believe in. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

After every major run-up comes a correction – and after every correction, serious investors ask the same question: What should I be doing now? Directed IRA founder Mat Sorensen will host Tillman Holloway, Founder & CEO of Arch Public, and Arch Public co-founder Andrew Parish for a practical conversation on the current state of crypto markets and how disciplined investors are thinking about portfolio positioning after recent volatility. In this session, we’ll cover: - What historically happens after major crypto market corrections - How algorithmic trading strategies respond to volatility - Risk management considerations for digital asset portfolios - Portfolio allocation between BTC, ETH, and other assets - Using IRAs and Solo 401(k)s for tax-advantaged crypto exposure - Common mistakes investors make after sharp pullbacks This will be a focused, data-driven discussion about structure, discipline, and long-term strategy. If you currently hold crypto, or are evaluating your allocation, this is a timely conversation you won’t want to miss. Arch Public Home: https://archpublic.com/?v=0b3b97fa6688 Directed IRA's Crypto IRA: https://directedira.com/cryptocurrency/ SDIRA Summit: https://sdirasummit.com/ Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

If you’re self-employed and want to put more money away for retirement, the Solo 401(k) is one of the most powerful tools available, but the rules and deadlines matter. In this live webinar, Mat Sorensen will walk through the Solo 401(k) basics, including who qualifies, how it’s set up, and the special strategies that make it so effective compared to IRAs and SEP IRAs. He’ll also cover the key 2025 contribution limits and deadlines you need to understand before the 2026 tax filing season. We’ll cover: - What a Solo 401(k) is and how it differs from IRAs, SEP IRAs, and traditional employer 401(k)s - Who qualifies (and who doesn’t) - How a Solo 401(k) is set up and what has to be in place to maximize contributions - 2025/2026 contribution limits, including employee vs. employer contributions and how they’re calculated - Key deadlines to know before the 2026 tax filing season - Special features unique to Solo 401(k)s - Common mistakes and misconceptions that can create tax or compliance issues Why Directed IRA? At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

If you’re looking to generate passive income and steady returns from your retirement account, this is a strategy you need to understand. Join Directed IRA’s VP of Sales, Nate Hare, along with co-host Daniel Tercey, for a live training on Private Lending in a Self-Directed IRA. Private money lending has become one of the most popular strategies among self-directed investors, but it must be structured correctly to stay compliant. We’ll cover: - How to structure loans using promissory notes and trust deeds - Which borrowers and assets your IRA can (and cannot) lend to - The prohibited transaction rules that can disqualify your IRA - How interest income flows back to your IRA tax-deferred or tax-free - 10 key considerations before deploying retirement funds - What happens in the event of foreclosure - Real client case studies showing how note terms can be structured creatively and predictably At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

Have questions about self-directed IRAs or alternative investing? In this live, open forum webinar, we answer some of the most common questions people have when starting their self-directing journey, with clear, practical answers. Our Senior Account Executive and Relationship Manager, Daniel Tercey, will cover topics such as: • Common self-directed IRA questions from investors • Investing in real estate, private funds, startups, precious metals, crypto, and other alternative assets • IRA rules, prohibited transactions, and compliance pitfalls to avoid • UBIT, UDFI, and when tax filings may apply • Custodial processes, account administration, and best practices • Recent trends and questions we’re seeing from investors Visit our links Daniel discusses at the end of the webinar: Linktree: https://linktr.ee/SelfDirectedIRA Book a call: https://directedira.com/appointment/ Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

Read more about Trump Accounts Here: https://matsorensen.com/trump-retirement-accounts-explained/ If you have kids under age 18, this episode could change how you think about their financial future. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler dive deep into Trump accounts, a brand-new savings vehicle launching in 2026. Mat explains why he believes Trump accounts can be a powerful long-term wealth-building tool for kids, while Mark pushes back, arguing parents may be overlooking better options already available. Together, they break down how Trump accounts work, who they are best suited for, and how they compare to Coverdell ESAs, kids Roth IRAs, and 529 plans. The conversation covers college planning, trade schools, retirement savings, Roth conversions, and how families can stack multiple strategies based on income and goals. They also explain the biggest game changer of all: how Trump accounts convert into traditional IRAs at age 18 and can later be converted into Roth IRAs, potentially creating millions in tax-free retirement wealth for the next generation. Whether you are a parent, grandparent, or business owner looking to give kids a financial head start, this episode lays out practical strategies, pros and cons, and real-world planning considerations to help you decide what makes sense for your family. Chapters: 0:08 – Welcome And Topic Reveal 0:48 – Politics Aside: Use The Law 3:52 – What A Trump Account Is 6:20 – Control Limits And Fee Cautions 6:24 – College Needs vs Long-Term Wealth 9:10 – How Early Withdrawals Actually Work 12:02 – Parent Playbook: Stack The Accounts 18:56 – Pay Your Kids Through Business 21:07 – Rentals As A Small Business 22:06 – The Roth Conversion Strategy 24:20 – 529 To Roth: Sister Strategy 26:18 – Pro Rata Rules And Math 28:20 – The 8.8 Million Illustration 29:55 – Mindset, Access To Education, Closing Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

The start of a new year is one of the best times to reset and realign your retirement strategy. New contribution limits, new rules, and new deadlines in 2026 can all impact how much you’re able to save and how effectively you plan. In this webinar, Directed IRA COO Aaron Halderman and VP of Sales Nate Hare will host a practical 101-style session focused on retirement account planning for 2026, including an open Q&A to address common questions as the new year begins. We cover: - 2026 retirement account contribution limits and what changed - Key tax deadlines to know in 2026 for IRAs and retirement plans - Core planning strategies for IRAs, Roth IRAs, HSAs, and Solo 401(k)s - Common mistakes to avoid as you start the new year - Open Q&A to help you set clear retirement account goals for 2026 This session is designed to help you start the year with clarity, avoid early missteps, and build a smarter retirement plan going forward. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

To learn more on year-end retirement account strategies read our new article: https://directedira.com/year-end-retirement-account-strategies/?utm_source_youtube_socialmedia&utm_year_end_strategies_webinar Year-end is one of the most important windows for retirement planning. Some moves must be completed by December 31, while others can wait until the tax filing deadline – and new rules coming in 2026 will change how much you can save and whether certain contributions must be Roth.In this live webinar, Directed IRA’s CEO, Mat Sorensen, will walk through the most important retirement account strategies to understand before year-end and how to position yourself for 2026. You’ll Learn - Which retirement account moves must be done by December 31…and which can wait - How to optimize 401(k), IRA, Roth IRA, HSA, and Solo 401(k) strategies at year-end - When Roth conversions make sense now vs. pushing them into 2026 - Backdoor Roth and mega backdoor Roth strategies to know before year-end - Key 2026 rule changes that may impact contribution limits and Roth requirements his session is designed to help you avoid missed opportunities, reduce taxes, and make informed decisions before the year closes. Why Directed IRA? At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

KKOS Webinar: Solo 401(k) Tax Credit for New and Existing Plans Mark and Mat return to the Directed IRA Podcast with holiday cheer, quick-fire banter, and a stocking stuffed with three Roth strategies that can transform your long-term wealth. This is the year-end roadmap every proactive investor needs. They break down how to time Roth conversions for maximum tax efficiency, how a Kid’s Roth IRA can quietly grow into a seven-figure legacy, and how the mega backdoor Roth lets both employees and small business owners pump serious dollars into the tax-free zone. If you want your money growing tax-free, your strategy dialed in, and your year-end planning wrapped with confidence, settle in for this quick, insightful, and entertaining episode. Chapters: 0:00 - Warm Welcome And Light Banter 1:12 - Roadmap: Three Year-End Roth Strategies 1:54 - Strategy One: Roth Conversions And Chunking 4:20 - Brackets, Deductions, And Timing The Tax 7:16 - Backdoor Roth Clarified For High Earners 8:04 - Strategy Two: Kids Roth IRA Mechanics 11:18 - Paying Kids Legitimately And Funding Options 15:02 - Early Compounding And Grandparent Angle 18:27 - Strategy Three: Mega Backdoor Roth Overview Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

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 transaction rule. Before your IRA buys real estate, a private company, crypto, or any other alternative asset, you need to understand who your IRA can transact with and how to avoid accidental mistakes that can blow up your entire account. Mat and Mark explain the three core varieties of prohibited transactions in a simple and memorable way, using real client examples along with their usual energy, humor, and clever comedy bits. You will learn why certain family members are off limits, what happens if you try to stay in your IRA owned Airbnb, how sweat equity can accidentally trigger a self dealing violation, and how to safely buy rentals or businesses in your retirement account with confidence. The hosts also sprinkle in a series of fun “you know it is a prohibited transaction when” jokes that make the topic easy to remember and surprisingly entertaining. By the end, you will understand how to stay compliant, make smarter investment decisions, and unlock the real power of a self-directed IRA. Perfect for real estate investors, business owners, and anyone using an IRA for alternative assets, this episode gives you the clarity you need to protect your account and maximize long term gains. Chapters: 0:06- Welcome And Why This Matters 0:12 - Defining Prohibited Transactions 2:16 - What IRAs Can And Can’t Own 2:54 -It’s About Who And How, Not What 2:59 - Per Se Prohibited Transactions Explained 4:34 - Disqualified Persons And Family Traps 7:25 - After You Buy: Use And Benefit Rules 8:17 - Renting To Family And Self-Dealing 10:26 - Sweat Equity And Fixer Upper Pitfalls 12:49 - Managing Vs. Working: The 50 Percent Line 16:13 - Facts, Circumstances, And Case Law 17:49 - Practical Guardrails And Flexibility 19:36 - Resources, Book, And Professional Help 19:51 - Closing Remarks And Disclaimers Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

Most Self-Directed IRA investors worry about choosing the right asset, but the real danger is accidentally breaking an IRS rule you didn’t even know existed. Watch Mat Sorensen (CEO, Directed IRA) and Lindsay Mersino (Executive Director of Operations) host a brand-new session that breaks these rules down clearly, simply, and with real examples you won’t find anywhere else. You’ll Learn - What a Self-Directed IRA can invest in - The three investments IRAs cannot hold - How IRS prohibited transaction rules actually work and the real mistakes that cause penalties - Who counts as a “disqualified person” and why this matters for every deal you structure - The three types of prohibited transactions - Deal examples that stay compliant vs. deals that disqualify an IRA - How to safely structure alternative investments through your SDIRA Why Directed IRA? At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

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 need to know about investing in crypto inside a Self-Directed Roth IRA. You’ll learn how the structure works, how to access 60+ supported assets, when conversions make sense, when an IRA/LLC is appropriate, and how to stay compliant while maximizing tax-free upside. Whether you’re an active crypto investor or just exploring tax-efficient strategies, this session will give you the tools to build a smarter, long-term plan for 2026 and beyond. You’ll Learn - How crypto investing works inside a Self-Directed IRA - Why a Roth IRA can generate entirely tax-free crypto gains - How Traditional-to-Roth conversions work (and what actually triggers tax) - When an IRA/LLC “exchange account” becomes the right structure - How to access 60+ supported cryptocurrencies inside your IRA - How an HSA can also be used for crypto investing Why Directed IRA? At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

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 portfolio. You will hear why many IRA owners favor minerals for steady income and lower risk, when drilling can make sense with taxable dollars, and how to evaluate operators with real world due diligence that protects you from bad deals. Troy shares how technology and data have changed the game, what realistic returns look like, how depletion and cash flow work over time, and the red flags that signal inflated pricing or weak sponsors. The conversation also hits current market forces, service costs, and why discipline matters more than shiny tax write offs. This episode is perfect for IRA owners, high income professionals, and anyone exploring real assets beyond public energy stocks who want income, control, and clear rules of the road. Chapters: 0:06 - Meet Troy Eckert And The Goal 0:34 - What Mineral Rights Actually Are 2:14 - Three Ways To Invest In Oil And Gas 4:18 - Risk Then And Now In Drilling 5:25 - Taxes, Depletion, And IDC Basics 7:41 - Why IRAs Fit Mineral Rights Best 10:25 - How Eckerd Structures Direct Ownership 12:06 - Diversification Across Operators And Units 13:53 - Spotting Fraud And Overpricing 16:08 - Don’t Chase Deductions Over Deals 18:03 - Market Reality: Drill Baby Drill 20:45 - DUCs, Service Costs, And Timing 23:00 - Who Should Invest Directly And When 25:01 - Dollar Dynamics, Rates, And Liquidity 27:20 - Due Diligence, Education, And Next Steps 41:56 - Closing Notes And Disclaimers Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com