Hosted by Unknown Host · 🇺🇸 US · EN-US · 71 episodes
Established thought leaders with verified media credentials.
Unlock the full potential of your IRA with The Preferred Way, a retirement podcast that explores the often-overlooked powerhouse in the investment landscape: The Self-Directed IRA. Join us as we demystify this unique retirement account, offering insights into diverse investment options, alternative strategies, legal structures, and essential tax rules. Discover the untapped possibilities for maximizing your financial future through the world of Self-Directed IRAs.Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Unknown Host hosts The Preferred Way: A Retirement Podcast, a business show with 71 episodes published.
In this episode of The Preferred Way, host Alysia Ball sits down with Mason Weiler, Director of Operations at Connect Invest, to break down how investors can access hands-off real estate investing using both self-directe
If you wait until the last minute every tax season, this episode is your wake-up call. Preferred Trust Company CEO Carrie Cook sits down with CPA Larry Pendleton of The Investors CPA to break down why procrastinating you
In this episode of The Preferred Way, CEO Carrie Cook sits down with CPA Larry Pendleton for a tactical deep dive into last-minute tax saving strategies you can still execute before the calendar hits 2026. From “machetes
In Part 2 of our Family Legacy series, Carrie Cook and CPA Larry Pendleton dive deeper into the real-life challenges families face when building, protecting, and transferring wealth. If you’ve ever wondered when to estab
How do you decide between buying property with cash or through your IRA? And more importantly—how do you turn those investments into a lasting family legacy? In this episode of The Preferred Way, Carrie Cook sits down wi
In this continuation of The Preferred Way’s two-part series on Audits, Recordkeeping & Reporting, CEO Carrie Cook dives deeper into what happens after an audit begins — including fair market valuations, UBIT/UDFI taxes,
Ever wondered what could trigger an IRS audit on your self-directed IRA? In this episode of The Preferred Way, CEO Carrie Cook and Client Service Agent, Alysia Ball pull back the curtain on IRS red flags, prohibited tran
Ever wondered how long it actually takes to fund an investment inside your Self-Directed IRA? In this episode of The Preferred Way, we sit down with Alysia Ball from the investment department to break down the step-by-st
In this episode of The Preferred Way, Carrie sits down with Troy Eckard of Eckard Enterprises to discuss the opportunities and pitfalls in oil & gas investing, mineral rights, and how technology is reshaping the energy i
In this episode of The Preferred Way Podcast, Carrie Cook continues the conversation with CPA Larry Pendleton on how both younger and older generations can strategically use self-directed IRAs, manage debt, and prepare f
Welcome back to The Preferred Way Podcast, hosted by Carrie Cook, President of Preferred Trust Company. In this episode (Part 1), Carrie sits down with Investor’s CPA, Larry Pendleton, to break down critical tax strategi
Welcome back to The Preferred Way podcast Part 2 of our in-depth conversation with John Jordan of PetroPeak Investments. If you missed Part 1, be sure to check it out here. In this episode, we dive even deeper: The impac
Welcome to The Preferred Way—where retirement savers meet alternative investments. In this powerful Part 1 episode, we sit down with John Jordan, Managing Partner at PetroPeak Investments, to unpack how oil and gas royal
Is your retirement money stuck earning low returns in a traditional account? Ready to tap into recession-resistant investments like medical office real estate — even with your IRA? In this episode of The Preferred Way, w
What if skipping a coffee run or fast-food splurge could fund your future retirement? In this episode of The Preferred Way, we break down how small lifestyle shifts, just $25/month can translate into millions in tax-free
Is your current self-directed IRA custodian costing you time, money, and investment opportunities? In this episode of The Preferred Way, Chris Trembley and Christina Ramirez expose what really happens behind the scenes w
From goat farms to green leafy machines, this episode of The Preferred Way with Carrie Cook and Director of Operations Chris Trembly dives into the unusual — and surprisingly allowable — investments you can make using a
Are you an investment sponsor struggling to raise capital in today's uncertain market? Discover how to unlock IRA funds and scale your raise through our new Preferred Partner Masterclass, led by Preferred Trust Company C
Are you ready to take your investments beyond traditional markets? In this episode of The Preferred Way Podcast, we sit down with Tenny Tolofari, Chief Growth Officer and Head of Acquisitions at Xsite Capital, to dive de
Welcome to The Preferred Way podcast! In this episode, we dive into the exciting and evolving world of alternative investments with Jeffrey Tesch, CEO of RCN Capital. Whether you're a seasoned investor or exploring new o
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The Preferred Way: A Retirement Podcast is hosted by Unknown Host. The show is categorised under business (investing) and has published 71 episodes.
The Preferred Way: A Retirement Podcast has published 71 episodes.
The Preferred Way: A Retirement Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
The Preferred Way: A Retirement Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of The Preferred Way: A Retirement Podcast average 29 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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