Tait Duryea and Ryan Gibson welcome Mat Sorensen, CEO of Directed IRA, for a powerful discussion on how pilots and high-income professionals can unlock private investment opportunities through retirement accounts. From self-directed IRAs to Solo Ks, Mat explains the mechanics of rolling over old 401(k)s, navigating recent regulatory changes, and tapping into lucrative private markets that were once out of reach. Mat Sorensen is the CEO of Directed IRA and Directed Trust Company, where he oversees thousands of self-directed retirement accounts including IRAs, Roth IRAs, HSAs, and Solo 401(k)s. He is also a senior partner at KKOS Lawyers and the bestselling author of The Self-Directed IRA Handbook. A recognized leader in the self-directed investing space, Mat has helped countless professionals leverage retirement accounts to access private investments and alternative assets. Show notes: (0:00) Intro (4:15) $44 trillion in U.S. retirement accounts (5:06) Trump’s executive order on 401(k)s (10:03) Fewer public companies, more private options (20:13) IRAs vs. 401(k)s for private investing (26:05) Pilot story: confusion with mutual funds (28:37) Tax implications of IRA vs. cash (35:29) How Mat vets private deals Helpful Links: Website: https://matsorensen.com Mat’s Podcasts Directed IRA Podcast → https://directedira.com/education/#category-podcasts Main Street Business Podcast → https://www.mainstreetbusiness.com Alternative Asset Summit → https://www.altassetsummit.com (October 16–17 in Scottsdale, AZ) — Houston Bus Tour Registration: https://www.eventbrite.com/e/houston-self-storage-portfolio-bus-tour-tickets-1591575237379?utm_experiment=test_share_listing&aff=ebdsshios&sg=ed19105646f93b16506dd629ad293a6953b60f4c21904c87d174147bc25617d71f6099f588a1abb3a895fbbeef2578e057d6effbb7d6e124cd35f68fece2d51827faa0c5beabab7ede30c93969 — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry. Remember to subscribe for more insights at PassiveIncomePilots.com ! https://passiveincomepilots.com/ Join our growing community on Facebook : https://www.facebook.com/groups/passivepilots Check us out on Instagram @PassiveIncomePilots : https://www.instagram.com/passiveincomepilots/ Follow us on X @IncomePilots : https://twitter.com/IncomePilots Get our updates on LinkedIn : https://www.linkedin.com/company/passive-income-pilots/ Do you have questions or want to discuss this episode? Contact us at
[email protected] See you on the next one! * Legal Disclaimer* The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.
