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.
Tax Attorney Answers Roth IRA vs Roth 401(k) Questions
Take greater control of your retirement funds by using a self-directed Roth IRA to invest in alternative assets outside of Wall Street. Download my free guide on how to begin self-directing an IRA to learn how to get started, understand the process, and explore your investment options! https://directedira.com/beginners-guide/ If you haven't watched my original video on "Roth IRA vs Roth 401(k) — 5 Differences That Cost People Money" you can watch it here! ------------------------------------...
1 Sept 2026
Mega Backdoor Roth: The Complete Guide for High Earners
Mat Sorensen, a financial expert, explains the Mega Backdoor Roth 401(k) strategy, enabling high earners to significantly increase their Roth contributions.
15 Aug 2026
Backdoor Roth IRA - How To Execute This Strategy (Step-by-Step)
Mat Sorensen, JD, explains the step-by-step execution of the Backdoor Roth IRA strategy for high-income earners in this interview.
5 Aug 2026
Roth Conversions - Advanced Roth Strategies
Mat Sorensen guides listeners through advanced Roth conversion strategies, revealing powerful tax planning opportunities.
31 Jul 2026
BREAKING - Lawmakers Target Large IRA and 401(k) Owners
Host Mat Sorensen discusses how lawmakers are targeting large IRA and 401(k) owners, offering insights for investors seeking control over retirement assets.
23 Jul 2026
Roth IRA vs Roth 401(K)...Where Should You Put Your Money?
Mat Sorensen explains the critical differences between a Roth IRA and a Roth 401(k) to help listeners make informed retirement investment decisions.
4 Jul 2026
BREAKING: Trump Accounts Now Live - FREE MONEY, Tax Benefits, and Key Rules & Steps
Mat Sorensen explains the new Trump Accounts, detailing tax benefits and essential steps for wealth building.
30 Jun 2026
The Roth IRA: Everything You Need To Know
Host Mat Sorensen explains the powerful wealth-building benefits of a Roth IRA, detailing tax-free growth and long-term wealth accumulation.
17 Jun 2026
The Ideal Order of Investing
Mat Sorensen guides listeners through the ideal order of investing, prioritizing wealth-building decisions for maximum financial growth.
16 Jun 2026
Investing in Alternative Assets
Mat Sorensen explores investing in alternative assets, offering insights into diversifying wealth-building strategies.
14 Jun 2026
Investing in the Stock Market (Your Overall Financial Plan)
Mat Sorensen guides listeners through integrating stock market investing into their overall financial plan.
13 Jun 2026
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 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 this episode of Wealth Office Hours Live (Part 5 of our 8-part series), we break down the fundamentals ...
11 Jun 2026
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/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...
5 Jun 2026
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_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/summer-school/ Today on Wealth Office Hours, I cover t...
3 Jun 2026
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+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/summer-school/ In this episode of Wealth Office Hours Live, we break down tax strategies that business own...
27 May 2026
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.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 tax and legal strategies used by successful entrepreneurs, business owners, and investors. Le...
15 May 2026
Backdoor Roth IRA in 2026
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, interest rates, inflation, and what current economic policy means for investors and wealth building. Plus,...
Contact Wealth Office Hours With Mat Sorensen
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Wealth Office Hours With Mat Sorensen
Who hosts Wealth Office Hours With Mat Sorensen?
Mat Sorensen host the show. Published by Mat Sorensen.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does Wealth Office Hours With Mat Sorensen take guests?
The show does not typically feature guests, based on episode analyses.
Host of Wealth Office Hours With Mat Sorensen?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
