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Investing with your Self-directed HSA episode artwork

Jul 8, 2026 16 min

Investing with your Self-directed HSA

from Directed IRA Podcast Hosted by Mat Sorensen and Mark Kohler

To learn more about opening a self-directed HSA and how you can use an HSA to invest in what you know, click the link to connect with my team at Directed IRA: https://directedira.com/appointment/ In this episode of the Directed IRA Podcast, Mat Sorensen explains how a self-directed Health Savings Account (HSA) can become one of the most powerful long-term wealth-building tools available. Instead of treating an HSA as simply a place to save for current medical expenses, Mat discusses how investors can use a self-directed HSA to invest in alternative assets like real estate, private companies, cryptocurrency, private lending, and more—all while taking advantage of the HSA's unique triple tax benefits. Mat walks through how to open and fund a self-directed HSA, the investment rules, prohibited transaction rules you MUST know, and strategies like using an HSA LLC for greater investment control. He also explains why allowing your HSA investments to compound over time can help cover one of retirement's largest expenses...healthcare. 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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To learn more about opening a self-directed HSA and how you can use an HSA to invest in what you know, click the link to connect with my team at Directed IRA: https://directedira.com/appointment/ In this episode of the Directed IRA Podcast, Mat Sorensen explains how a self-directed Health Savings Account (HSA) can become one of the most powerful long-term wealth-building tools available. Instead of treating an HSA as simply a place to save for current medical expenses, Mat discusses how inves...

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Investing with your Self-directed HSA

0:00 16:57

Chapters

  1. 0:00 Welcome And The Big Idea
  2. 1:00 Why Your HSA Should Invest
  3. 4:25 Opening And Funding An HSA
  4. 7:17 What Your HSA Can Invest In
  5. 10:12 Prohibited Transactions And Disqualified Persons
  6. 12:51 Using An HSA LLC For Control
  7. 14:07 Spending Rules And Delayed Reimbursement
  8. 16:17 How To Get Help Setting Up

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How long is this episode of Directed IRA Podcast?

This episode is 16 minutes long.

When was this Directed IRA Podcast episode published?

This episode was published on July 8, 2026.

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