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May 7, 2026 Wealth Office Hours Slide Deck
Access the exact slides used in this week’s Wealth Office Hours session.
We cover real strategies for investors and business owners, including tax planning, self-directed investing, and wealth-building frameworks you can apply today.
Meet Mat Sorensen
Mat Sorensen is the Founder and CEO of Directed IRA & Directed Trust Company, an INC 500 company with over $2.5B 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.
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