Mat is a Wealth Lawyer and Award-Winning Entrepreneur. He is Founder and CEO of Directed IRA & Directed Trust Company where they have over $3B of assets under administration. Directed IRA is a 3 time INC 5000 winner as one of the fastest growing companies in America. Mat is also a Senior Partner at KKOS Lawyers where he serves in an advisory role and does not practice law. KKOS Lawyers is a business and tax law firm that serves clients nationwide from its offices in CA, AZ, UT, and ID. Mat is also co-founder of Main Street Business Services, a company compliance business handling registered agent services as well as annual renewals, minutes, and filings for over 10,000 LLCs and corporations in all 50 states.
Mat is a VIP Contributor for Entrepreneur and is the author of the #1 book in the self-directed field, The Self-Directed IRA Handbook, which has sold over 50,000 copies.
Mat Sorensen - Wealth Lawyer & Entrepreneur
After 8 weeks of going live every Thursday we are officially done with the Wealth Office Hours Summer School sessions! Thank you to everyone that tuned in every week and we will be sending your diplomas out soon. 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!: matsorensen.com/summer-school/
1 week ago | [YT] | 9
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Watch me go live today at 4pm PT for the final part of my 8-part "Wealth Building" series!: youtube.com/live/GaEPnTRReY8
Today I'll be breaking down the ideal order of investing so you can maximize tax-advantaged accounts, grow wealth, and avoid costly mistakes. From emergency savings to Roth strategies, HSAs, real estate, and beyond, I show you the step-by-step roadmap to financial freedom. We’ll break down the key milestones and give you clear, actionable advice on the sequence of investments that will set you up for financial success. Whether you're just starting out or looking to optimize your portfolio, this guide is for you. Drop a comment below if you've watched every part of the series thus far!
Don't forget to download the Ideal Order of Investing Guide here!: bit.ly/ideal-order-of-investing-guide-ms020-how-id…
3 weeks ago | [YT] | 4
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Join me live today at 4pm PT!: youtube.com/live/HwU-VH_sx5g
Today I'll be breaking down alternative assets and how high-net-worth investors use them to build and protect wealth beyond the stock market. I'll be covering real estate investing, private equity, venture capital, cryptocurrency, oil & gas, precious metals, private lending, and buying small businesses — plus how alternative investments fit into your overall financial plan, diversification strategy, and long-term wealth building goals. Then I'll be finishing off with answering your questions live!
4 weeks ago (edited) | [YT] | 10
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Today, 4pm PT, Wealth Office Hours LIVE is back for part 5 of my 8-part series for business owners.
I'll be diving deep into:
- The ‘when’ and ‘why’ of buying rental property (and when to walk away).
- The Four Pillars of Real Estate Wealth: Cash flow, appreciation, mortgage paydown, and tax advantages.
- Real-world deal analysis: Breaking down Cash-on-Cash ROI.
- Crucial tax strategies, exit planning, and 1031 exchanges.
Stick around for live Q&A to get your specific questions answered.
1 month ago | [YT] | 5
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Mat Sorensen - Wealth Lawyer & Entrepreneur
This week, we’re pausing Wealth Office Hours again.
But instead of leaving a gap, we want to hear from you!
What topics would you like us to cover next?
Vote in the poll below 👇
Don’t see your topic here? Drop it in the comments. We’re building future sessions around what you want to learn.
1 month ago | [YT] | 0
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Mat Sorensen - Wealth Lawyer & Entrepreneur
This week, my team and I are pausing Wealth Office Hours LIVE as we focus on the Self-Directed IRA Summit.
This is the 13th annual SDIRA Summit, and this year it’s fully virtual to increase accessibility so anyone can attend from anywhere. No hassle, more education, better investing.
The summit is tomorrow from 9 AM to 5 PM PT. I’ll be joined by nine other industry leaders, including self-directed IRA experts and specialists in alternative assets. This is where investors and professionals come together to share real strategies and insights. It’s a great opportunity to learn from industry experts, explore self-directed investing strategies, network, and stay ahead of the curve.
If you’d like to attend, you can grab your ticket here: sdirasummit.com/
For a discount code, follow Directed Trust Company on LinkedIn and Instagram (lnkd.in/g9f7tdsD), then comment “SDIRA Summit” on any Directed IRA Instagram post. My team will send you an exclusive code to use at checkout.
For next week’s Office Hours, come prepared with your questions. I’ll see you then, and hopefully (virtually) at the summit tomorrow.
2 months ago (edited) | [YT] | 5
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Join me today at 4 PM PT for another Wealth Office Hours Live.
As part of this ongoing series for business owners and investors, I’ll be covering a topic I’m frequently asked about: how to properly protect your assets from lawsuits and creditors.
We’ll walk through:
- How to structure your LLC correctly
- Proven asset protection strategies used by experienced investors
- Common mistakes that can expose your personal and business assets
As always, we’ll wrap up with a live Q&A.
If this is something you or someone you know could benefit from, especially business owners or S corp owners, feel free to pass it along.
See you at 4 PM PT: https://www.youtube.com/watch?v=soNGk...
2 months ago | [YT] | 2
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Business owners are often overpaying in taxes—and most don’t realize it until it’s too late.
In this episode of Wealth Office Hours Live, we break down practical tax strategies that business owners and investors can use to improve tax efficiency and reduce liability.
Whether you’re an S-corp owner, entrepreneur, real estate investor, or scaling an operating business, we cover core planning strategies that can have a meaningful impact when properly implemented.
We also close with a live Q&A, working through real questions and scenarios from business owners and investors.
If you’re serious about proactive tax planning and long-term wealth building, this is an episode worth watching.
Join me here at 4pm PT: youtube.com/live/tJwFZ95Uo5k
2 months ago | [YT] | 10
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Today, at 4pm PT, I’m kicking off an 8-part series on wealth building, starting with LLC and entity structuring for business owners. This is one of the most important (and often misunderstood) areas of building and protecting wealth.
Bring your questions. These sessions are designed to be practical and interactive so you can get clarity on your specific situation.
Looking forward to this series and answering your questions. See you soon!
3 months ago (edited) | [YT] | 5
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Going LIVE, Today 4pm PT, on Wealth Office Hours.
If you’re trying to finalize your taxes and haven’t looked at your retirement account strategy yet, you may still have time to make moves that impact your 2025 tax return.
In this week’s live, we’re breaking down the IRA and 401(k) strategies you can still implement before the April 15 deadline, including:
• IRA and Roth IRA contribution strategies
• Backdoor Roth timing
• HSA contributions that still count for 2025
• Solo 401(k) rules for business owners
• How some investors can effectively double up contributions across tax years
Too many people focus on filing their return instead of maximizing the strategies that affect it.
Join me live, bring your questions, and let’s make sure you’re not leaving tax savings or retirement growth on the table.
3 months ago | [YT] | 0
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