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The Preferred Way: A Retirement Podcast
Preferred Trust Company
67 episodes
2 days ago
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.
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All content for The Preferred Way: A Retirement Podcast is the property of Preferred Trust Company and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
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Investing
Business
Episodes (20/67)
The Preferred Way: A Retirement Podcast
What Your CPA ISN'T Telling You, Real Estate, IRAs and Family Legacy
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 with CPA Larry Pendleton to reveal powerful tax strategies, pitfalls to avoid when investing through an IRA, and practical steps to protect your family’s financial future. From cost segregation and short-term rental loopholes to setting up living trusts, this conversation is a must-watch for anyone serious about generational wealth. What You’ll Learn: When to buy property with cash vs. your IRA How cost segregation can unlock major tax savings Common IRA real estate mistakes (and how to avoid them) Building a legacy that truly benefits your family Open an account today at PreferredTrustCompany.com or Schedule a free consultation to learn how to diversify your retirement portfolio with alternative investments. Don’t forget to like, comment, and follow for more insights from the Preferred Trust team!
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1 week ago
33 minutes 50 seconds

The Preferred Way: A Retirement Podcast
IRS Red Flags & Fair Market Valuations: What Every SDIRA Investor Should Know Part 2
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, custodian recordkeeping responsibilities, and the true meaning of “transparency” in financial services. You’ll discover: ✅ Why accurate tax reporting and fair market valuations protect your IRA ✅ Which documents custodians must keep — and which are your responsibility ✅ What makes a “good custodian” truly great (hint: transparency and training) ✅ How Preferred Trust ensures client security and compliance in every transaction Ready to take control of your retirement? Open a Self-Directed IRA today at PreferredTrustCompany.com
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3 weeks ago
22 minutes 28 seconds

The Preferred Way: A Retirement Podcast
IRS Audits & Self-Directed IRAs: What Every Investor Should Know
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 transactions, and the critical importance of accurate recordkeeping. Learn how to: Avoid prohibited transactions that could disqualify your IRA Identify warning signs when choosing a custodian Maintain compliant records that protect your retirement savings Understand your role vs. your custodian’s role in due diligence At Preferred Trust Company, transparency isn’t just a promise — it’s a policy. Discover what makes a truly qualified custodian and how to protect your retirement funds the preferred way. Ready to invest with confidence? Open an account today at PreferredTrustCompany.com #SelfDirectedIRA #IRAAudit #IRSCompliance #AlternativeInvesting #RetirementPlanning #IRARules #FinancialEducation #IRAInvesting #PreferredTrustCompany #CarrieCook #IgniteFunding #TaxReporting #AuditTips #Custodian #RetirementSecurity *Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.
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1 month ago
25 minutes 51 seconds

The Preferred Way: A Retirement Podcast
From Setup to Payoff, The Timeline of a Self-Directed IRA
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-step timeline of using an SDIRA—from transferring funds, gathering documents, compliance reviews, to ultimately funding your investment. Whether you’re investing in trust deeds, promissory notes, real estate, precious metals, or digital assets, this episode will help you understand exactly what to expect. ✅ Open an account today with Preferred Trust Company #SelfDirectedIRA #AlternativeInvesting #RetirementPlanning #RealEstateInvesting #FinancialFreedom #InvestSmart #PassiveIncome #IgniteFunding #PreferredTrustCompany #wealthbuilding *Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.
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1 month ago
40 minutes 9 seconds

The Preferred Way: A Retirement Podcast
Inside Oil & Gas Investing: Mineral Rights, Returns & Red Flags
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 industry. You’ll learn: Why Eckard Enterprises has stayed private and thrived The truth about mineral rights vs. real estate Red flags every investor should watch for in oil & gas deals How new technology has eliminated dry holes and improved predictability Eckard’s $10 billion vision for the next decade Ready to take control of your retirement? Open your account today with Preferred Trust Company → https://preferredtrustcompany.com Explore Eckard Enterprises’ current projects → https://eckardenterprises.com Don’t forget to like, comment, and follow so you never miss an episode of The Preferred Way!
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2 months ago
29 minutes 17 seconds

The Preferred Way: A Retirement Podcast
Self-Directed IRAs & Tax Strategies for the Next Generation with Larry Pendleton | Part 2
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 for retirement that leaves a legacy. Larry shares insights on: Why it’s never too late to start retirement planning (even at 50+) The difference between good debt vs. bad debt The true cost of raising kids (and why it impacts your financial strategy) Why the younger generation may shift 80% of their portfolios into alternative assets like crypto & real estate How small businesses are reshaping retirement plan offerings The importance of using a real tax advisor (not just filing software) Open a Self-Directed IRA today with Preferred Trust Company and take control of your retirement: www.preferredtrustcompany.com Connect with Larry Pendleton, The Investor’s CPA for tax strategy & consulting:  www.linkedin.com/in/larry-pendleton-jr-cpa-msa-493aa249 ✅ Like this episode ✅ Follow the channel
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2 months ago
21 minutes 54 seconds

The Preferred Way: A Retirement Podcast
Self-Directed IRAs & Tax Strategies for the Next Generation with Larry Pendleton | Part 1
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 strategies, the rise of alternative investments, and why the younger generation is rethinking retirement planning. From Roth IRAs and self-directed IRAs to new legislation opening doors for alternative investments in 401(k)s, this conversation is packed with insights you don’t want to miss. What you’ll learn in Part 1: Why more young investors are opening Roth IRAs The impact of new tax laws and executive orders on retirement accounts How alternative investments fit into 401(k)s and IRAs Roth vs. Traditional IRA: which one is right for you? Common mistakes with self-directed IRAs and how to avoid them Schedule a consultation with Preferred Trust Company to explore self-directed IRA options: www.preferredtrustcompany.com Work with Larry Pendleton, CPA for tax strategy & consulting: https://www.linkedin.com/in/larry-pendleton-jr-cpa-msa-493aa249 #PreferredWayPodcast #SelfDirectedIRA #RothIRA #TaxStrategy #AlternativeInvesting #RetirementPlanning #WealthBuilding #FinancialFreedom #InvestingTips #TaxPlanning #MoneyTalks #WealthTips #FinancePodcast #PassiveIncome #InvestSmart #NextGenInvesting #WealthMindset #FinancialLiteracy
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3 months ago
36 minutes 58 seconds

The Preferred Way: A Retirement Podcast
What Most Investors Get Wrong About Oil & Gas Investing | ft. PetroPeak Investments | Part 2
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 impact of politics on oil & gas activity Why “Drill Baby Drill” is a risky strategy today Smart ways to split cash vs. IRA for energy investing The 3 questions every oil & gas investor must ask before wiring funds Why communication is the #1 trait of trustworthy operators Plus: 3 fun facts about the oil & gas industry you’ve probably never heard Explore investment opportunities and get personalized guidance: Schedule a Consultation with Preferred Trust Join Our Free SDIRA Masterclass Browse PetroPeak Investments Opportunities   #OilAndGasInvesting #AlternativeInvestments #MineralRights #RoyaltyIncome #SDIRA #PetroPeakInvestments #EnergyInvestments #SelfDirectedIRA #RetirementInvesting #PassiveIncome #SmartInvesting #FinancialFreedom #InvestmentTips #WealthBuilding #PodcastEpisode #MoneyTalks #InvestorEducation #AlternativeAssets #EnergyMarket #BalanceSheetBasics   *Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.
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3 months ago
29 minutes 53 seconds

The Preferred Way: A Retirement Podcast
Oil, Gas & Real Estate? Meet the Partner | ft. PetroPeak Investments | Part 1
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 royalties operate like real estate, why they’re a hidden gem for retirement portfolios, and how everyday investors can get started for as little as $25,000. We break down: What mineral rights are and how they generate passive income The difference between drilling vs. royalties (and which one is SDIRA-friendly) The tax advantages few investors understand Why royalty investing is no longer just for billion-dollar companies Want to explore SDIRA-compatible royalty investments? Schedule a Consultation - https://preferredtrustcompany.com/schedule/ Register for Our Free SDIRA Masterclass - https://mc.preferredtrustcompany.com/2/cpmc-2025-e/signup/?_gl=1*2dd9un*_gcl_au*Mzk4ODY2OTc5LjE3NDk0ODExOTc. Start investing with PetroPeak Investments - https://preferredtrustcompany.com/sdira-partnership-petropeak-investments/ *Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025. YouTube Chapters: 00:00 - Intro to The Preferred Way Podcast 00:24 - Meet John Jordan from PetroPeak Investments 01:00 - Understanding Oil, Gas, and Royalties Like Real Estate 03:00 - The Mechanics of Mineral Rights and Leasing 05:00 - Real Estate vs. Oil Royalties: Key Comparisons 06:45 - Drilling Risk vs. Royalty Income 08:10 - Horizontal Drilling & Fracking Tech Revolution 10:00 - Can Everyday Investors Participate? 11:15 - Access to Oil and Gas for as Low as $25K 13:00 - Cash vs. IRA: Which Capital Type for Which Investment? 15:00 - Tax Write-Offs from Drilling for High-Net-Worth Investors 17:00 - Depletion Allowance on Royalty Income 19:00 - The Risks of Using an IRA for Drilling 20:00 - IRA Custodians, UBIT, and Investor Beware 21:00 - Closing Remarks & Sneak Peek at Part 2    
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3 months ago
21 minutes 26 seconds

The Preferred Way: A Retirement Podcast
Medical Office Real Estate & SDIRA Secrets with Streamline Companies
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, we're joined by Gannon Coffman of The Streamline Companies. He shares how his team is reshaping communities with high-impact real estate while offering accredited investors — including physicians, athletes, and entrepreneurs — access to high-yield opportunities through self-directed IRAs. We break down how you can invest in alternatives like these, the benefits of working with a boutique IRA custodian like Preferred Trust Company, and what sets Streamline's strategy apart — including the infinite return model after refinance! Want to start investing with your IRA? Schedule a consultation with an IRA expert: https://www.preferredtrustcompany.com/schedule Partner or raising capital? Join our SDIRA Masterclass and learn how to unlock capital from retirement accounts: https://mc.preferredtrustcompany.com/2/cpmc-2025-e/signup/?_gl=1*1f57sg4*_gcl_au*Mzk4ODY2OTc5LjE3NDk0ODExOTc. Interested in The Streamline Companies? Learn more about their strategy: https://thestreamlinecompanies.com/ #AlternativeInvestments #SelfDirectedIRA #RealEstateInvesting #MedicalOffice #RecessionResistant #PassiveIncome #InfiniteReturns #PhoenixRealEstate #RetirementPlanning #FinancialLiteracy #IRAInvesting #PreferredTrustCompany #StreamlineCapital #SDIRA #WealthStrategy #HighIncomeEarners #TaxAdvantagedInvesting #TrendyFinance #CapitalRaising #impactinvesting *Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.
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4 months ago
26 minutes 11 seconds

The Preferred Way: A Retirement Podcast
Skip the Splurge, Fund Your Future: Smart IRA Moves Anyone Can Make
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 retirement savings. Whether you're 20 or 50+, it's never too late (or too early) to take control of your financial future. Join Carrie Cook and Chris Trembley as they walk through simple contribution strategies, how to get started with as little as $25, and why compound interest is your best friend.   Be sure to hit that follow button! Want to learn how to grow your wealth with SDIRAs? Register for our free Preferred Partner Masterclass Need help getting started? Schedule A Consultation | Preferred Trust Company - Preferred Trust #ThePreferredWay #RetirementPlanning #SelfDirectedIRA #RothIRA #SmartInvesting #MillennialMoney #SDIRA #PreferredTrustCompany #FinancialFreedom #AlternativeInvestments #SkipTheSplurge #FundYourFuture #CompoundInterest #IRAContributions #youtubepodcast #podcast
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5 months ago
33 minutes 55 seconds

The Preferred Way: A Retirement Podcast
The IRA Custodian RED FLAGS No One Talks About
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 when clients try to transfer IRAs from other custodians. From unreachable support to missing deeds, mis-titled assets, and costly delays, this candid conversation is a must-watch for anyone relying on their IRA to fund alternative investments. Thinking of switching custodians? Or just want to understand if your current one is up to par? Schedule a free consultation today: https://preferredtrustcompany.com/schedule-a-consultation/?utm_source= ✅ Topics we cover: - Why some custodians stall transfers (on purpose?) - How mergers lead to lost or mistitled assets - Precious metals confusion: who’s really holding your gold? - What great customer service should look like - Questions every IRA holder must ask Don’t just take their word for it—research reviews, look up licensing, and ask the right questions before it's too late. Subscribe to stay informed on how to protect your retirement savings the Preferred way. #SelfDirectedIRA #IRAWarningSigns #RetirementPlanning #AlternativeInvestments #PreciousMetalsIRA #FinancialEducation #IRATransfer #PreferredTrust #IRACustodian #RetirementRisks #DueDiligence #IRACompliance #KnowYourCustodian #SDIRAProblems #youtubepodcast #youtube #podcast © 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.
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5 months ago
26 minutes 11 seconds

The Preferred Way: A Retirement Podcast
Can you really buy that in an IRA? Exploring Alternative Investments
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 Self-Directed IRA. Think IRAs are just for stocks and bonds? Think again. We break down: What the IRS doesn’t allow The fine line between creative and disqualified How Preferred Trust Company helps clients safely invest in everything from digital currency to farmland   Is your company looking to raise capital through retirement funds? Join our FREE Preferred Partner Masterclass to discover how working with Preferred Trust Company can help you tap into self-directed IRA capital. This course is designed to ensure we're the right fit — for you and for us. Apply now to join the Masterclass Ready to talk strategy 1-on-1? Schedule your FREE consultation here   #SelfDirectedIRA #AlternativeInvestments #IRAInvesting #CarrieCook #PreferredTrustCompany #RetirementPlanning #InvestSmart #DigitalAssets #PreciousMetals #RealEstateIRA #DiversifyYourPortfolio
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6 months ago
29 minutes 52 seconds

The Preferred Way: A Retirement Podcast
Unlock your IRA Capital with our FREE Masterclass!
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 CEO Carrie Cook. In this episode of The Preferred Way, Carrie’s team breaks down what’s inside the 9-part Masterclass—actionable steps, onboarding support, and real-world capital-raising strategies used by successful sponsors.   Learn how to streamline custodian relationships, leverage sticky retirement capital, and differentiate yourself from the competition with real IRA education and resources. There’s no cost to join the Masterclass—only upsides! Register now using the link in the description. If you're ready to raise capital smarter—not harder—this Masterclass is your next step. JOIN THE MASTERCLASS NOW https://mc.preferredtrustcompany.com/2/cpmc-2025-e/signup/?_gl=1*1mg3k21*_gcl_au*MTMyNTE1NTY0NS4xNzQyOTI1OTI1   Schedule a consultation HERE https://info.preferredtrustcompany.com/preferred-trust-consultation?_gl=1*kdrrev*_gcl_au*MTMyNTE1NTY0NS4xNzQyOTI1OTI1   #SelfDirectedIRA #IRAInvesting #RaiseCapital #InvestmentSponsor #CapitalRaising #RealEstateInvesting #AlternativeInvestments #RetirementPlanning #PassiveIncome #FinancialFreedom #SDIRA #PrivateLending #RealEstateSyndication #RothIRA #RetirementWealth #Custodian #TaxAdvantagedInvesting #CashFlowInvesting #Masterclass #PreferredTrustCompany #InvestmentEducation #WealthBuilding #SelfDirectedIRAs #AccreditedInvestors #InvestorEducation #FinancialStrategies #RealEstateCapital #FundraisingTips #RealEstateFunding
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6 months ago
25 minutes 11 seconds

The Preferred Way: A Retirement Podcast
How Xsite Capital is Transforming Multifamily Investing
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 deep into the world of multifamily investing and how alternative assets can help you build wealth. Tenny shares: ✅ His journey from cybersecurity to real estate investing ✅ How Excite Capital grew to manage $168M+ in assets ✅ The best U.S. markets for multifamily investments in 2025 ✅ How investors are using Self-Directed IRAs to access real estate opportunities ✅ The power of education and community in wealth-building Want to learn more? Visit PreferredTrustCompany.com Connect with Tenny: XsiteCapital.com | LinkedIn & Instagram: @tennytolofari Learn more about Xsite's Orthopedic Care project in Nigeria here! | https://learn.beyond9to5club.com/nigeria Learn more about Skillbridge Program at https://skillbridge.osd.mil/program-overview.htm Be sure to check out our other Preferred Way episodes with company partners and find out how YOU can be involved! Subscribe for more insights on retirement strategies & alternative investments! Hit the notification bell so you never miss an episode!
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8 months ago
32 minutes 38 seconds

The Preferred Way: A Retirement Podcast
Capital Investment and How to Solve the Housing Crisis with RCN Capital CEO Jeffrey Tesch
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 opportunities, this conversation is packed with valuable insights and actionable strategies to help you succeed in today’s dynamic market. Discover how private money lending is revolutionizing the real estate industry, the role of investors in solving the housing crisis, and innovative ways to grow your retirement savings through self-directed IRAs. Jeffrey brings decades of expertise to the table, sharing how RCN Capital has grown into a trusted partner for investors nationwide. Tune in to explore: - The evolution of RCN Capital since 2010. - How investors are tackling the housing crisis. - The benefits of private money lending vs. traditional lending. - Strategies for using self-directed IRAs to invest in real estate. - The future of single-family home construction for investors. - Jeffrey shares RCN’s journey, their approach to risk mitigation, and why they’re a trusted partner for real estate investors across the U.S. Learn how private lending plays a pivotal role in solving the housing shortage and how you can leverage it for your investment goals. Learn More: Preferred Trust Company Website Follow Us: Stay updated on upcoming episodes and expert insights into retirement savings and alternative investments! Comment Below: What was your biggest takeaway from this episode? Subscribe & Turn on Notifications to never miss an episode of The Preferred Way!
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8 months ago
28 minutes 10 seconds

The Preferred Way: A Retirement Podcast
Gold, Trust & 10 Years of Success: Strategic Wealth Preservation’s Journey
Join us for a special 10-year anniversary episode of The Preferred Way podcast, where we sit down with John from Strategic Wealth Preservation (SWP) in the stunning Cayman Islands! ✨   We discuss: ✅ The origin story of SWP and how it became a trusted global precious metals dealer and storage provider ✅ The unique advantages of investing in gold and silver through a Self-Directed IRA ✅ The importance of working with trustworthy custodians and dealers in the precious metals industry ✅ Market insights, including how global events and policies impact gold and silver prices ✅ SWP’s expansion into Dubai and exciting plans for the next decade   Special Offer Alert! To celebrate SWP’s 10-year milestone, Preferred Trust Company is offering discounted fees for new Self-Directed IRA accounts! Now is the perfect time to diversify with precious metals. Contact us today to take advantage of this exclusive deal! Learn more: PreferredTrustCompany.com Learn more about SWP: SWPCayman.com What are your thoughts on investing in gold and silver? Have questions? Drop them in the comments below! Don’t forget to LIKE, COMMENT, and SUBSCRIBE for more insights on alternative investments!
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8 months ago
31 minutes 7 seconds

The Preferred Way: A Retirement Podcast
The Evolution of Green Investments: Aptera's Solar-Powered EVs with Self-Directed IRAs
  In this exciting episode of The Preferred Way Podcast, we sit down with Chris Anthony, co-founder of Aptera, to discuss the revolutionary solar-powered electric vehicle designed for maximum efficiency and innovation. ☀️ Discover how Aptera is transforming the transportation industry with aerodynamic design, lightweight engineering, and solar charging capabilities. Learn how you can invest in Aptera through a Self-Directed IRA with the support of Preferred Trust Company and be part of the future of sustainable mobility. Key Topics Covered: ✅ The inspiration behind Aptera's unique design ✅ How solar-powered EVs redefine efficiency ✅ Investing in Aptera through a Self-Directed IRA ✅ Plans for future growth and global production Don't miss out on this deep dive into the future of transportation and alternative investments! Learn more: PreferredTrustCompany.com Contact us today to start your investment journey! Like this video if you enjoyed the conversation! Comment below with your thoughts or questions about Aptera or Self-Directed IRAs. Subscribe to our channel and hit the notification bell so you never miss an episode of The Preferred Way Podcast!   #Aptera #SolarEV #ElectricVehicles #SustainableInvestment #SelfDirectedIRA #AlternativeInvestments #PreferredTrustCompany #ThePreferredWay #RetirementInvesting #Innovation #FutureOfTransportation #Podcast
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10 months ago
19 minutes 56 seconds

The Preferred Way: A Retirement Podcast
Best of Las Vegas | What It Means for Businesses and Residents | The Preferred Way Podcast | Part 2
Discover how the Best of Las Vegas awards are transforming the community and providing valuable recognition for local businesses! In this episode of The Preferred Way Podcast, Carrie Cook chats with Deidre Stroud from the Las Vegas Review-Journal to uncover the behind-the-scenes process of the Best of Las Vegas awards. From the voting process to how businesses benefit from winning, learn why this contest is a game-changer for the Las Vegas community. Whether you’re a business owner or a local resident, this episode is packed with insights about the value of participation and recognition. Key Takeaways: How Best of Las Vegas voting works and maintains integrity The marketing opportunities for local businesses Tangible benefits businesses experience from winning Watch now and see why the Best of Las Vegas is more than just an award—it’s a connection to the heart of the city. Subscribe to our channel for more content on alternative investments, retirement tips, and local business insights! Learn more at: https://PreferredTrustCompany.com #BestOfLasVegas #VegasLife #LasVegasBusinesses #AlternativeInvestments #Podcast #ThePreferredWayPodcast
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11 months ago
28 minutes 2 seconds

The Preferred Way: A Retirement Podcast
Behind the Scenes with Best of Las Vegas with Deidre Stroud | The Preferred Way Podcast | Part 1
In this special episode of The Preferred Way, we take a unique dive into the iconic Best of Las Vegas awards with Deidre Stroud, Director of Operations at the Las Vegas Review-Journal. Deidre shares insights on the history, growth, and integrity of this beloved contest that gives locals a voice in spotlighting the best businesses in town. Discover how categories are selected, how votes are counted, and what it takes for a business to stand out. Plus, learn tips for businesses to leverage the Best of Las Vegas awards as a powerful branding and marketing tool. This behind-the-scenes look will change the way you view one of Las Vegas’ most celebrated traditions! Listen now to explore how community votes drive recognition and success.
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11 months ago
23 minutes 12 seconds

The Preferred Way: A Retirement Podcast
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.