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 (www.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/UDFI, IRA/LLCs (aka, checkbook IRAs), and share examples and stories from their thousands of clients who have self-directed their retirement for decades.
Adam Bergman
GEORGE BLOWER
Madrona Financial Services
Andrew Chen
Adam Bergman
Adam Bergman
Camarda Wealth
Rich Ideas Podcast
Stephen H. Nelson, CFA, CFP®
Rich Ideas Podcast
Victoria Woods
Archive
Your Money, Your Wealth
Dean Barber
Tyler Schweigert & Ben Shamberger
Taylor Fike
Derek Delaney
Mary Sterk
Michael Anderson
Chad Burton
Richon Planning
CIBC Private Wealth US
Seth Krussman & Ben Brayshaw
Thomas Windom
Wiser Wealth Management
Wealthway Financial Advisors
Furstenau Financial
Brian Bowen
Steve Zabriskie
Aliah Calbert
Leibel Sternbach
Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, In
Ed Siddell
James Lange
Dave Zaegel, CPA, CFP
Redefining Wealth
Joyce Palmer
Ryan R Morrissey
Impact Wealth
Leibel Sternbach, EA & Freddie Bell
Thomas Elms / Kyle Ryan
Vertex Capital Advisors
Phil Wocken - Personal Finance, Budgeting and Early Retirement Enthusiast
Terence Tobin
Chris Heerlein
Trent DeBruin, Andrew Musbach
Dallen Haws
WGN Radio
Alec
Roshan Loungani, Erik Olson & Adrian Nicholson
Mills Bender
Sean on the Street
Steve Cordasco
Smart Money Insights: Retirement and Investing with Rick and Wes White
The Mad Fientist
Leading Edge Financial Planning
Kevin Kroskey
Christopher Anselmo
Richard Del Monte and Angela Wright
Peter Raskin
Mike Miller
New Focus on Wealth
Joe Clark
Bill Altman Jr.
Stephanie Sammons CFP®
Craig Moser
Brian Doe
Nick Bautista
Trent Bradshaw
Dennis Prout and Shea Petaja
Pat Bolland
Beaver Finance
John Dombroski, Jr.
Abe Ashton
Darrell Bryant
Brandon Bowen
Greg DuPont
Bertram Financial
Denver Nowicz
Taylor Schulte
Jose and Jeff Feliciano
Agemy Financial Strategies
Akers Financial Group
with Rob Russell
The Wealth Hound
Amir Baluch
Jon Hicks
Greg and Kristin Taylor
Jackie Campbell
Lori Pinkowski
Radon Stancil, CFP® & Murs Tariq, CFP®
Brownlee Wealth Management
LifePoint Planning - Doug Oosterhart
Bruce Porter & Will Worsham
Eric Brotman
Scott Frank and James Conole
Gary Mattson
Plan First Wealth
Tony Thomas
Gene Dickison