The Wealthy Don’t Invest Like Everyone Else: Taking Control Beyond Wall Street – Ep28 Mat Sorensen

## **The Wealthy Don’t Invest Like Everyone Else: Taking Control Beyond Wall Street – Ep28 Mat Sorensen** What if the money you’ve spent decades building is invested in things you barely understand—and controlled by people you’ll never meet? Mat Sorensen is a business and tax attorney, entrepreneur, author, and founder of Directed IRA. After helping thousands of investors use retirement accounts to purchase real estate, private businesses, oil and gas, venture capital, and other alternative assets, he became one of the nation’s leading authorities on self-directed investing. In this conversation, Mat and David explore why there is no single path to wealth, why earning money and preserving it require different skill sets, and why many successful investors prefer to stay closer to their capital. Mat explains how self-directed retirement accounts can allow investors to move beyond stocks and mutual funds and invest in assets they already know and understand. But greater control also brings greater responsibility. The investor must build the network, evaluate the operator, understand the risks, and develop the judgment to make informed decisions. They also discuss Mat’s unconventional path from becoming a father at 18 to building a national law firm and one of the fastest-growing self-directed retirement companies in the country. The goal is not simply to invest differently. It is to build wealth with greater clarity, connection, and choice. ### Episode Links **Connect with Mat Sorensen and Directed IRA:** https://directedira.com Use discount code **FREEDOM150** to save $150. **Connect with KKOS Lawyers:** https://kkoslawyers.com **The Self-Directed IRA Handbook:** https://sdirahandbook.com **Get David Phelps’ book, The Exit Optional Playbook:** https://exitoptional.com ### Timecodes **00:00 — What Does It Mean to Be Wealthy?** **01:19 — Why Mat Calls Himself a “Wealth Lawyer”** **03:12 — There Is No Single Path to Wealth** **06:06 — Becoming a Father and Husband at 18** **09:20 — Why Mat Chose Law and Entrepreneurship** **12:08 — Discovering Self-Directed IRAs** **15:25 — Building Directed IRA** **18:03 — Why Wealthy Investors Favor Alternative Assets** **21:20 — Staying Closer to Your Money** **23:48 — Who Is a Good Fit for Self-Directed Investing?** **26:34 — Control Requires Education and Due Diligence** **28:54 — Why the Best Investors Specialize** **30:18 — Tax Strategy, Asset Protection, and Estate Planning** **32:21 — How to Connect With Mat and Directed IRA**