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Mathew Sorensen, CEO of Directed IRA and a leading authority on self-directed retirement accounts, shares insights on how investors can take control of their financial future. In this episode, we will dive into how the affluent prioritize control, tangible assets, and diverse income streams to build and preserve their wealth outside Wall Street. Mat explains how self-directing your retirement accounts empowers you to invest in alternative assets and provides greater flexibility and potentially higher returns. Be sure to check it out!
If you like this episode, here are more episodes we think you'll enjoy:
Check out the show notes for more information!
P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think):
1. Schedule a Call with My Team:
If you'd like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you'll have the opportunity to attend one of our upcoming member events as a guest.
2. Become a Full-Cycle Investor:
There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they're about to learn the hard way what others have gained through "expensive" experience. I'm offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.
3. Get Your Free Retirement Scorecard:
Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.
By Dr. David Phelps4.7
7878 ratings
Mathew Sorensen, CEO of Directed IRA and a leading authority on self-directed retirement accounts, shares insights on how investors can take control of their financial future. In this episode, we will dive into how the affluent prioritize control, tangible assets, and diverse income streams to build and preserve their wealth outside Wall Street. Mat explains how self-directing your retirement accounts empowers you to invest in alternative assets and provides greater flexibility and potentially higher returns. Be sure to check it out!
If you like this episode, here are more episodes we think you'll enjoy:
Check out the show notes for more information!
P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think):
1. Schedule a Call with My Team:
If you'd like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you'll have the opportunity to attend one of our upcoming member events as a guest.
2. Become a Full-Cycle Investor:
There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they're about to learn the hard way what others have gained through "expensive" experience. I'm offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.
3. Get Your Free Retirement Scorecard:
Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

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