The Directed IRA Podcast , hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company ( directedira.com ), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades. Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook , and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler. Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen. more

401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business. more

401(k) Specialist's new biweekly podcast series 'The 401(k) Specialist Pod(k)ast' provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners. more

Podcast from That 401(k) Site, hosted by ERISA Attorney Ary Rosenbaum featuring 401(k) news, discussions, and legal opinions. more

401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business. more

Irreverent, but relevant. Nevin Adams and Fred Reish offer listeners their perspectives on all things retirement. more

Inside The Plan With The 401(k) Brothers is a production of Horizon Financial Group, located in Baton Rouge, LA. The show handles topics and questions that often arise from participants of company retirement plans. Bill Bush and Andy Bush are indeed brothers, but NOT twins.Registered Representatives offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 15015 Jamestown Boulevard, Suite 100, Baton Rouge, LA 70810 more

The 401(k) Marketing Podcast with Rebecca Hourihan from 401(k) Marketing will help you become the go-to expert in your community. Rebecca and her team share their ideas and resources to help you professionalize your firm, demonstrate your authority, and rise above your competition! more

Welcome to the Real Estate 401k Show podcast! Our experienced Real Estate Wealth Managers guide you through building a legacy of wealth through Arizona real estate. From primary residences to multi-family developments, we share insider strategies for finding and acquiring the best properties for your portfolio. Join us for insightful interviews, real-life success stories, and actionable advice on all things real estate in Arizona. more

Discover hidden truths in retirement planning money management. This show is hosted by Joe Cantu, a West Point graduate with the history of the 'Honor Code' from the United States Military Academy under his belt. He provides you with the stark unblemished truth behind investments and professional money management and insurance products. Discovery where the the pitfalls may be that may lose you money. Find out about hidden fees of investment products, insurance and Hedge Funds behind bad investments. How do brokers, Investment Advisors, Registered Representatives and Financial Planners get paid? Discover the 'Good, Bad and Ugly' of annuities. Understand the possible treachery of annuities and other insurance products that may rob you of your life savings. Are they really guaranteed? Learn the Truth! Joe Cantu is Chief Investment Officer for Cantu Tactical Wealth Management, with over 34 years of retirement money management experience working for 3 of the largest Wall Street Firms as a stock broker and portfolio investment manager. Joe explains the hidden methods in professional money management strategies used in making money in up and down stock markets with the risks of losses. He has witnessed 3 major market corrections and reveals how to design and manage an IRA and defined benefit retirement plans for both directions of the stock market. Wall Street secrets are shared of 'High Net Worth Money Management' in mitigating losses. He teaches you the about investments which historically go up when the stock market is falling. 401K If you have a 401k he explains the techniques which may lead to better performance by making key adjustments in different economic environments. If you are a 401k trustee he presents performance ideas which may lead to happier employees in these plans. Retirement Learn how to truly manage your money with the lifetime goal to live off the earnings without touching the principal and ultimately passing the money to your heirs. Also, he will include and educational series called 'Cantu's Wall Street Retirement Joe is a fiduciary and registered investment advisor in the states of California, Florida, Georgia and Texas providing pure independent advice. In Conclusion, 'Listening to my Podcast is much like Adam & Eve being tempted from eating an apple from the 'Tree of Knowledge' of good and evil. So, you want knowledge? Well then, God implied, 'I will give you knowledge, but you may not like what you see!' So, you will learn the unblemished truth about retirement money management and your eyes will be opened. 'Knowledge is power and reveals the good and evil' . . . Joe Cantu more

The 401k Playbook is a podcast for advisors, by advisors...or one advisor to be specific.This podcast is for any advisor looking to get into the 401k space, grow their 401k business, or learn more about what it means to be a 401k advisor.In this podcast, Grant interviews 401k advisors, thought leaders, and experts about their journey in the 401k space.But this isn't just about making more money. This is about people and stories. We will talk about the best parts of our work and the hardest parts of both our work and our journey.Grant Ellis has been in the 401k space since 2005. He has worked for a recordkeeper, owned a TPA firm, consulted for the largest brokerage firm in the world, and owned multiple 401k and wealth management practices.He has deep experience and knowledge in the 401k advisory world, but more than anything he loves connecting with people and hearing their stories. more

Hosted by financial advisors James and Jim, Enlightened Wealth Strategies is your trusted resource for building a brighter financial future. Guided by the three pillars of Wealth Accumulation , Wealth Distribution , and Wealth Preservation , this podcast delivers actionable insights to help you grow, manage, and safeguard your wealth. From mastering your 401(k) to making smart investment decisions, James and Jim simplify complex financial concepts, empowering you to take control of your financial journey. Whether you're planning for retirement, building wealth, or navigating life's financial challenges, this podcast is your roadmap to success. more