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Wealth Office Hours With Mat Sorensen
Wealth Office Hours, hosted by Mat Sorensen, is the go-to resource for investors, entrepreneurs, and individuals who are wanting to build their wealth. Mat covers a new topic every week ranging from investment strategies, reducing taxes, asset protection, retirement planning, and more.
Mat Sorensen is the Founder and CEO of Directed IRA & Directed Trust Company, an INC 500 company with over $3.5B in assets and 1,134% growth in the last three years. He leads one of the fastest-growing custodians for self-directed IRAs, helping investors deploy retirement dollars into real estate, private funds, and alternative assets. Mat is the author of The Self-Directed IRA Handbook, the industry’s most widely used guide with over 50,000 copies sold. He also holds advisory roles with KKOS Lawyers and Main Street Business Services and co-hosts two top-ranked podcasts for investors and entrepreneurs.
Episodes
12 episodes
Roth IRA vs Roth 401(K)...Where Should You Put Your Money?
Download my slide deck here!: https://matsorensen.com/resources/Looking to take control of your retirement and want to use your IRA or 401K dollars to invest in alternative assets? Book a call with my team at Directed IRA to get started...
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BREAKING: Trump Accounts Now Live - FREE MONEY, Tax Benefits, and Key Rules & Steps
Download my Ideal Order of Investing Guide to see where the Trump Account should fall into your wealth building journey!: https://matsorensen.com/building-wealth-guide-the-ideal-order-of-investing/?utm_source=youtube&utm_medium=description-...
The Roth IRA: Everything You Need To Know
To open a Self-Directed Roth IRA, book a call with our team at Directed IRA where they can walk you through the entire process!: https://directedira.com/appointment/Join us for Episode 1 of our new Roth IRA Mastery Course on Wealth Offi...
The Ideal Order of Investing
Download my FREE Ideal Order of Investing Guide to learn the step-by-step strategy for prioritizing your investing, retirement accounts, debt payoff, and wealth-building decisions - https://bit.ly/ideal-order-of-investing-guide-ms020-how-id-inv...
Investing in Alternative Assets
If you missed a session or just want to go back to one week's topic I put together every presentation into one bundle. Download it here!: https://matsorensen.com/summer-school/Download my free Ideal Order of Investing Guide to learn ...
Investing in the Stock Market (Your Overall Financial Plan)
If you missed a session or just want to go back to one week's topic I put together every presentation into one bundle. Download it here!: https://matsorensen.com/summer-school/Download my free Ideal Order of Investing Guide to learn the...
Why Buy a Rental Property?...and When Not To
If you missed a session or just want to go back to one week's topic I put together every presentation into one bundle, download it here: https://matsorensen.com/summer-school/Get your STEP-BY-STEP INVESTING ROADMAP that shows exactly wha...
Trust, Wills & Leaving a Legacy
If you don't have an estate plan, a court will make those decisions for your family. The attorneys at KKOS Lawyers specialize in estate planning for business owners and investors — schedule a consultation today at https://kkoslawyers.com/schedu...
Asset Protection Strategies - Protecting Assets from Lawsuits & Creditors
Want to make sure your wealth is protected from lawsuits & creditors? Book a consult with my law firm KKOS Lawyers today: https://kkoslawyers.com/schedule-an-appointment/?utm_campaign=19412319-Marketing+2025&utm_source=youtube&utm_m...
Tax Strategies for Business Owners
To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/schedule-an-appointment/?utm_campaign=19412319-Marketing+2025&utm_source=youtube&utm_medium=social&utm_content=MAT+YTIf you mi...
LLC and Entity Structuring for Business Owners
Need further help establishing an LLC & having the right entity structure for your situation? Contact my law firm KKOS Lawyers today!: https://kkoslawyers.com Download my FREE slide deck here to follow along: https://matsorensen...