Alternative Assets in Your 401(K)
from Directed IRA Podcast Hosted by Mat Sorensen and Mark Kohler
Visit altassetsummit.com to learn how to invest in Alternative Assets. (More links down below.) In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down a groundbreaking new executive order from President Donald Trump that could reshape the future of 401(k) investing—by opening the door to alternative assets. For decades, Wall Street and Washington have kept most retirement savers locked into a narrow menu of stocks, bonds, mutual funds, and ETFs. This executive order flips the script, setting a national policy that every American preparing for retirement should have the option to invest in alternatives—just like the wealthiest institutions do. Mat and Mark explain what “alternative assets” really mean in this context, from real estate and crypto to private equity, commodities, and infrastructure investments. They walk through the specific investments cited in the order, why these options have been off-limits for most 401(k) participants, and how this policy could shift the $8 trillion 401(k) industry toward more choice and freedom for everyday investors. They also unpack the political dynamics, regulatory hurdles, and 180-day timeline for the Department of Labor and SEC to develop new guidance—while emphasizing what you can do right now. If you have an IRA or old 401(k), you can already invest in alternatives today using a self-directed account, bypassing the “check-the-box” limitations of traditional plans. Whether you’re a corporate employee stuck with cookie-cutter 401(k) options or a self-directed investor ready to take the reins, this episode will help you understand the stakes, the timeline, and the opportunities in this unprecedented policy shift. Chapters: 00:08 - Trump's Executive Order on Alternative Assets 02:19 - Defining Alternative Assets 02:30 - Learn How to Invest in Alternative Assets (https://altassetsummit.com/) 02:48 - List of Alternative Assets - From Trump 04:19 - How the Executive Order Could Impact You 05:20 - Timeline and Political Landscape 09:07 - The Power of Self-Directed Investing 12:02 - IRAs: Invest in Alternatives Today For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/ Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/ Other: Mat Sorensen: https://matsorensen.com Mark J. Kohler: https://markjkohler.com/ KKOS Lawyers: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com
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What this episode covers
Visit altassetsummit.com to learn how to invest in Alternative Assets. (More links down below.) In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down a groundbreaking new executive order from President Donald Trump that could reshape the future of 401(k) investing—by opening the door to alternative assets. For decades, Wall Street and Washington have kept most retirement savers locked into a narrow menu of stocks, bonds, mutual funds, and ETFs. This execut...
Chapters
- 0:08 Trump's Executive Order on Alternative Assets
- 2:19 Defining Alternative Assets
- 2:30 Learn How to Invest in Alternative Assets
- 2:48 List of Alternative Assets - From Trump
- 4:19 How the Executive Order Could Impact You
- 5:20 Timeline and Political Landscape
- 9:07 The Power of Self-Directed Investing
- 12:02 IRAs: Invest in Alternatives Today
- 14:03 Take Control of Your Retirement
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