Today, we’re diving into the intriguing world of effective capital raising with Mat Sorensen. As the accomplished CEO of Directed IRA and Directed Trust Company, Mat boasts an impressive resume. Remarkably, he has successfully opened over 300 accounts and gathered a whopping $30 million in investments all within a mere 90-day period. How, you might ask? By asking one simple, yet potent question: “Do you have funds in an IRA or 401k?”
In our enlightening conversation, Mat delves into the details of Solo 401k and various investment strategies. Crucially, he points out that only self-employed individuals without employees are eligible for a Solo 401k. Furthermore, he emphasizes the essential role of third-party support for those raising capital, and the pressing need for investor education.
Moving on, Mat expertly guides us through the intricate maze of private capital raising. He provides valuable insights into the world of 401k plans, IRAs, and self-directed accounts. His advice is aimed at simplifying investing while ensuring compliance, offering priceless tips on planning private capital raising for maximum efficiency.
If the idea of tapping into the $35 trillion retirement accounts piques your interest, then this episode is a must-listen. Join us as we unravel the complexities of investment, with the goal of enhancing your understanding of the financial world and helping you fine-tune your investment strategy.
So, are you ready to reshape your financial future? Don’t delay! Head over to Mat’s website, DirectedIRA.com, to delve deeper into self-directed retirement accounts. Whether you’re a novice or a seasoned investor, there’s a wealth of knowledge waiting for you. Embark on your exploration today and take your first step towards a more prosperous retirement.
Watch the podcast here:
Listen to the podcast here:
About Mat Sorensen:
Mat Sorensen, the Founder and CEO of Directed IRA & Directed Trust Company, oversees more than $1B in assets. He provides self-directed accounts to investors across the nation. As an attorney and real estate investor, Mat has established himself as a national speaker and expert on self-directed retirement accounts. His bestselling book, “The Self-Directed IRA Handbook”, is the industry’s most widely referenced guide, with sales exceeding 35,000 copies. Entrepreneur recognizes Mat’s expertise, featuring him as a VIP contributor. Top-tier media outlets such as the Wall Street Journal, Forbes, and The Guardian have cited his insights. In addition to his finance work, Mat holds a Senior Partner position at KKOS Lawyers.
Love the show? Subscribe, rate, review, and share!
Join the Real Estate Syndication Show Community:
