Mat Sorensen

Today on Wealth Office Hours, I’m breaking down what’s happening in the stock market and how it can fit into your overall approach to financial planning 📈

I’m talking 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, the best-performing investments of 2025, common investing mistakes, and the ideal order of investing to build long-term wealth. 
 
Join me today at 4pm PT on YouTube or LinkedIn! See you then!

Today, 4pm PT, Wealth Office Hours LIVE is back. I’ll be going going LIVE on YouTube and LinkedIn for part 5 of my 8-part series for business owners!

I’ll be speaking on the ‘when’ and ‘why’ of buying rental property, and just as importantly, when to walk away. I’ll break down the four pillars of real estate wealth (cash flow, appreciation, mortgage paydown, and tax advantages) and run a real-world deal analysis to explain cash-on-cash ROI. Plus, I’ll cover crucial tax strategies, exit planning, and 1031 exchanges. Stick around for live Q&A at the end.

Find the preview link for this LIVE in my story or on my YouTube channel. See you then!

If you’re serious about building long-term wealth, you need more than headlines and hot takes. You need strategy, clarity, and a plan that actually works.

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Download my FREE Ideal Order of Investing Guide and learn how to structure your investments the right way from day one.

Inside, you’ll learn how to:
✔ Build a solid financial foundation before investing
✔ Prioritize tax-advantaged accounts like Roth IRAs and 401(k)s
✔ Eliminate high-interest debt that slows wealth building
✔ Allocate capital strategically across brokerage accounts, real estate, and alternative assets

Comment “Optimal” and I’ll send you the link to download your copy.
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Used by investors, attorneys, and advisors across the country.
But everyone uses it a little differently.

What is The Self-Directed IRA Handbook to you? Comment below ↓

Get your copy on Amazon today.
Comment “SDIRA Handbook” and I’ll send you a direct link.

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April 15 is the final deadline to fund key tax-advantaged accounts for 2025, including IRAs and HSAs, and missing it means losing the opportunity for that tax year. Make sure your contribution is submitted and properly coded before the deadline to preserve those benefits.