Mat Sorensen
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...
Where to listen?
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Episodes
BREAKING: Trump Accounts Now Live - FREE MONEY, Tax Benefits, and Key Rules & Steps 04.07.2026 18:14
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-link&utm_campaign=youtube-WOHL&utm_content=ms020-trump-account-now-live To Open a Trump Account: https://trumpaccounts.gov/ 🇺🇸 In this special Fourt...
The Roth IRA: Everything You Need To Know 30.06.2026 57:07
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 Office Hours Live, where we break down why a Roth IRA is one of the most powerful wealth-building tools available. In this live session, we'll cover the benefits...
The Ideal Order of Investing 17.06.2026 59:22
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-invest-100k-starting-from-scratch If you missed a session or just want to go back to one week's topic I put together every presentation into one bundle. D...
Investing in Alternative Assets 16.06.2026 1:02:41
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 step-by-step strategy for prioritizing your investing, retirement accounts, debt payoff, and wealth-building decisions - https://bit.ly/ideal-order-of-invest...
Investing in the Stock Market (Your Overall Financial Plan) 14.06.2026 54:56
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 step-by-step strategy for prioritizing your investing, retirement accounts, debt payoff, and wealth-building decisions - https://bit.ly/ideal-order-of-invest...
Why Buy a Rental Property?...and When Not To 13.06.2026 1:00:26
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 what to do with your money at every stage of wealth building! https://bit.ly/ideal-order-of-investing-guide-ms020-how-id-invest-100k-starting-from-scratch In th...
Trust, Wills & Leaving a Legacy 11.06.2026 59:48
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/schedule-an-appointment/?utm_campaign=19412319-Marketing+2025&utm_source=youtube&utm_medium=social&utm_content=MAT+YT If you missed a session or...
Asset Protection Strategies - Protecting Assets from Lawsuits & Creditors 05.06.2026 1:10:49
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_medium=social&utm_content=MAT+YT If you missed a session or just want to go back to one week's topic I put together every presentation into one bund...
Tax Strategies for Business Owners 03.06.2026 56:49
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+YT 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/summ...
LLC and Entity Structuring for Business Owners 27.05.2026 55:03
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.com/summer-school/ Welcome to Part 1 of my 8-part Wealth Building Series: LLC and Entity Structuring for Business Owners. In this episode, I break down foundational t...
Backdoor Roth IRA in 2026 15.05.2026 53:28
If you're a high income earner, you can still have a Roth IRA! Book a call with my team at Directed IRA to get started - https://directedira.com/backdoor-roth-ira/ In this episode of the Wealth Office Hours Podcast, we break down the backdoor Roth IRA strategy and how high-income earners can still take advantage of tax-free retirement growth. We also discuss Federal Reserve independence, inte...
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