Wealth Office Hours With Mat Sorensen

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-scratchIf 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 in the final part of my 8-part “Wealth Building” series where I break 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. I’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.Sign up for my newsletter to stay up to date on new content, events, current news, & more!: https://matsorensen.com/To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/Don’t let your IRA stay stuck in Wall Street! Book a call with Directed IRA and start investing in assets you actually understand & believe in: https://directedira.com/appointment

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-investing-guide-ms020-how-id-invest-100k-starting-from-scratchJoin me for Part 7 of the wealth building series on Wealth Office Hours Live as I break down alternative assets and how high-net-worth investors use them to build and protect wealth beyond the stock market. I’ll cover 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. Lastly, I will be answering your questions live!Sign up for my newsletter to stay up to date on new content, events, current news, & more!: https://matsorensen.com/To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/Don’t let your IRA stay stuck in Wall Street! Book a call with Directed IRA and start investing in assets you actually understand & believe in: https://directedira.com/appointment

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-investing-guide-ms020-how-id-invest-100k-starting-from-scratchToday on Wealth Office Hours, I'm talking about the stock market and how it plays a part in your overall financial plan. I’ll cover market trends, asset allocation strategies, why high-net-worth investors are increasing exposure to alternative assets, the pros and cons of public market investing, target date funds vs. the S&P 500, and more! I’ll also discuss the best-performing investments of 2025, common investing mistakes, and the ideal order of investing to build long-term wealth.Sign up for my newsletter to stay up to date on new content, events, current news, & more!: https://matsorensen.com/To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/Don’t let your IRA stay stuck in Wall Street! Book a call with Directed IRA and start investing in assets you actually understand & believe in: https://directedira.com/appointment

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-scratchIn this episode of Wealth Office Hours Live (Part 5 of our 8-part series), we break down the fundamentals of rental real estate investing—covering how investors build wealth through cash flow, appreciation, mortgage paydown, and tax advantages. We walk through a real-world deal analysis, explain cash-on-cash ROI, and highlight key tax strategies that impact your returns. We also cover when buying a rental property may not make sense and how to think about exit strategies like 1031 exchanges and capital gains. Stick around to the end where we’ll open it up for a live Q&A and answer your questions in real time.Sign up for my newsletter to stay up to date on new content, events, current news, & more!: https://matsorensen.com/To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/Don’t let your IRA stay stuck in Wall Street! Book a call with Directed IRA and start investing in assets you actually understand & believe in: https://directedira.com/appointment

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+YTIf 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/Most people spend their whole lives building wealth — and then hand the IRS and the courts a massive cut of it when they die. This session covers exactly how to avoid that. Whether you have a simple estate or a complex portfolio of real estate, retirement accounts, and businesses, this session gives you the legal and tax framework to protect what you've built and pass it on the right way.Want me to answer your questions live? Ask me your questions here: https://matsorensen.com/ask-mat/Sign up for my newsletter to stay up to date on new content, events, current news, & more!: https://matsorensen.com/To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/Don’t let your IRA stay stuck in Wall Street! Book a call with Directed IRA and start investing in assets you actually understand & believe in: https://directedira.com/appointment

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+YTIf 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 the most effective asset protection strategies to shield your wealth from lawsuits and creditors, including LLC structures and the layered approaches used by high-net-worth investors.Strategies we will discuss:Insurance ProtectionEquity StrippingLLCs (Limited Liability Companies)Series LLCsLimited Partnerships (LPs)Entity & Asset Structuring (The Trifecta Strategy)Charging Order Protection Entities (COPEs) Retirement Accounts as Asset Protection ToolsDomestic Asset Protection Trusts (DAPTs)International Asset Protection TrustsSign up for my newsletter to stay up to date on new content, events, current news, & more!: https://matsorensen.com/To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/Don’t let your IRA stay stuck in Wall Street! Book a call with Directed IRA and start investing in assets you actually understand & believe in: https://directedira.com/appointment

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 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 owners can utilize to maximize tax savings. Whether you’re a solo entrepreneur, S-corp owner, real estate investor, or scaling an operating business, these are core planning tools that can mean real savings. Then we finish the episode with Q&A, answering your specific tax questions and scenarios in real time.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-scratchSign up for my newsletter to stay up to date on new content, events, current news, & more!: https://matsorensen.com/To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/Don’t let your IRA stay stuck in Wall Street! Book a call with Directed IRA and start investing in assets you actually understand & believe in: https://directedira.com/appointment

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. Learn how entity structures like LLCs, S-Corps, and C-Corps impact taxes, how to protect your assets, and why retirement accounts like Self-Directed IRAs and Solo 401(k)s can be powerful wealth-building tools.This series is designed to help you understand the core strategies behind smart tax planning, asset protection, and investing.Watch the video podcast on my Youtube channel here: https://youtube.com/live/Sa2RXm0gyMwSign up for my newsletter to stay up to date on new content, events, current news, & more!: https://matsorensen.com/To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/Don’t let your IRA stay stuck in Wall Street! Book a call with Directed IRA and start investing in assets you actually understand & believe in: https://directedira.com/appointment

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, in our “Take It or Leave It” segment, we react to viral social media tax and trust strategies and separate legitimate planning from bad advice. We wrap up with a live Q&A covering Roth conversions, solo 401(k)s, self-directed IRAs, trusts, and advanced tax strategies for investors and business owners.For more information, read my full article on the Back Door Roth IRA here!: https://matsorensen.com/roth-iras-are-for-high-income-earners-too/Sign up for my newsletter to stay up to date on new content, events, current news, & more!: https://matsorensen.com/To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/Don’t let your IRA stay stuck in Wall Street! Book a call with Directed IRA and start investing in assets you actually understand & believe in: https://directedira.com/appointment