The Preferred Way: A Retirement Podcast

In this episode of The Preferred Way, Preferred Trust Company sits down with Tait, the co-host of Passive Income Pilots and a representative of Turbine Capital. Tait shares insights on the dynamic world of alternative investments, covering everything from market cycles and macroeconomic trends to Turbine Capital’s unique approach to real estate syndications and strategic partnerships. Plus, learn...

In this episode of The Preferred Way Podcast, join Preferred Trust Company's CEO, Carrie Cook, as she delves into the due diligence process behind selecting investment sponsors and alternative investments. From understanding self-directed IRAs to evaluating startups, real estate, precious metals, and digital assets, Carrie provides essential insights for retirement investors. Tune in to learn abou...

In this episode of The Preferred Way podcast, we sit down with Mason Weiler from Connect Invest to explore how you can start investing in real estate with as little as $500! Learn how their online platform simplifies real estate investing, offering annualized returns from 7.5% to 9% – no property management required! Mason breaks down: How Connect Invest works Diversifying your investments across...

In this episode of the Preferred Way podcast, Ryan Beatty, COO of Build Senior Living (BSL), discusses the importance of senior living facilities and the need for quality care for aging Americans. He shares his background in sales and home care, which led him to recognize the need for better assisted living options. Ryan explains the business model of Build Senior Living, which involves identifyin...

Investment sponsors work with custodians to raise investor capital and add an additional revenue source. Custodians provide access to self-directed IRAs, which allow investors to use retirement funds for investments. Working with a custodian allows investment sponsors to tap into captured capital and ensures that funds stay within the custodian. Investment sponsors can integrate custodians into th...

In this episode, CEO Carrie Cook answers common questions about retirement investing and self-directed IRAs. She discusses the process of transferring funds from one custodian to another, the ability to invest in digital currency, and how investment sponsors can utilize self-directed IRAs to raise capital. Carrie also explains that clients are in control of their investments and need to do their o...

In this episode, Carrie Cook, CEO of Preferred Trust, discusses long-term and short-term investments in digital currency. The most popular digital currencies for self-directed IRAs are stable coins like Bitcoin and Ethereum. Cook emphasizes that investing in digital currency through an IRA should be a long-term play, not for day trading. He shares examples of clients who sold their digital currenc...

CEO Carrie Cook and Host Chris Trembly explore the differences between alternative and traditional investments, focusing on the types of alternative investments, ROI, liquidity, due diligence, and portfolio balance. They talk emphasizing the importance of diversification and education in making investment decisions.

Chris Trembly, Director of Operations at Preferred Trust, and Howard Crosby, CEO of LGX Energy, discuss the risk-reward profile associated with oil and gas investments. Howard explains that there are different ways to invest in oil and gas, such as directly investing in oil wells or buying stocks of companies involved in the industry. Howard also highlights the potential for income accumulation an...

In this episode, we explore the vital role of continuous learning and investigation in cryptocurrency investments. With Bitcoin's potential for monumental growth and its finite supply, the stakes are high. Discover how utilizing a self-directed IRA can offer tax advantages and empower you with control over your investments. We'll discuss the critical importance of assessing goals and risk toleranc...

Martin Papp, the general partner and co-founder of Nova Haus, joins Carrie Cook to discuss how you can invest in Nova Haus with your Self-Directed IRA. He shares his background and experience in international real estate, particularly in emerging markets like Costa Rica, Colombia, Thailand, and Bali. Martin explains the process of selecting and building properties, emphasizing the importance of cr...

Join Carrie Cook, CEO, and Chris Trembly, Chief Compliance Officer, to discuss the pros and cons of self-directed IRAs! The pros include diversification of assets, control of investments, tax-free or tax-deferred growth, potential for higher ROI, and inherent asset protection. However, there are also cons, such as the need to do thorough due diligence without a built-in advisor, potential tax impl...

In this rapid fire round, Carrie Cook, CEO of Preferred Trust, asks Derreck Long, Wealth Manager at Eckard Enterprises, various aspects of investing in the oil and gas industry. The conversation quickly covers different ways individuals can invest in oil and gas, the risks involved, conducting due diligence, ongoing costs, the impact of governmental changes, myths and misconceptions, and future pr...

Join Carrie Cook, CEO of Preferred Trust and Tait Duryea, founder of Turbine Capital, as they discuss the opportunity for investors to use self-directed IRAs to invest in syndications. Tait shares about journey from being an airline pilot to becoming a successful real estate entrepreneur. He discusses the benefits of syndication investing and how it allows high-income professionals to diversify th...

In this episode, we have the privilege of hosting Drew Mason from St. Joseph Partners, in a compelling conversation with Carrie Cook, CEO of Preferred Trust. Join us as Carrie and Drew delve into the intricate world of precious metals. St. Joseph Partners, a prominent service provider to individual investors and institutions, specializes in physical gold, silver, and other precious metals, providi...

In this special episode, join our host, Carrie Cook, CEO of Preferred Trust, in a captivating conversation with Dr. Guy Baker, President of Wealth Teams Alliance. Guy is a seasoned life insurance and wealth consultant with over fifty years of invaluable experience. Guy's wealth of knowledge has made him a sought-after figure, having addressed advisors in more than thirty countries. His expertise e...

  Welcome to another captivating episode of "PTC Point of View," the retirement podcast proudly presented by Preferred Trust. In today's engaging discussion, we have the pleasure of hosting Sief Khafagi, the CEO and Founder of Techvestor, for a dynamic conversation moderated by Preferred Trust's CEO, Carrie Cook.   Together, they embark on an exploration of Techvestor's distinctive investment offe...

In this episode, we discuss what a Non- Recourse Loan is and how to purchase property with your IRA and borrow money at the same time.  Christina Trembly , Director of Operations, asks Matt Allen from NASB commonly asked questions about Non- Recourse Loans.  Matt Allen has been a loan specialist since 2003 and is now the Vice President of Portfolio Lending at NASB. Matt has been instrumental in la...

Chris Trembly answers some questions clients have been asking us regarding the annual statement packages that we provide. If you are a client at PTC and have questions about statements, make sure to listen to this episode!  Client Questions: Why do we provide annual statements instead of monthly statements? Why do we wait until the end of March to publish the annual statements for the previous yea...

This week we are discussing what a SIMPLE IRA is! A SIMPLE IRA, or Savings Incentive Match Plan for Employees, is a retirement plan designed for small businesses with up to 100 employees. It allows employees to contribute pre-tax dollars to their retirement accounts. Employers are required to make either a matching contribution or a non-elective contribution. We also discuss the Secure Act 2.0 and...

How does a Roth IRA work and do you need one? In this episode, we are breaking down the main elements of a Roth IRA so you can evaluate if a Roth IRA is right for you! Roth IRAs are the best gift the government has ever given us because they offer tax-free growth! Roth IRAs are taxed when the money goes IN not when you take it out like traditional IRAs. Timecodes: 00:00 Intro 2:20 What is a Roth I...

Carrie Cook, CEO of Preferred Trust Company, explains why Preferred Trust Company doesn’t have specific account managers for each account and WHY we work as a team! Read Whitepaper: ⁠⁠Income & Inheritance⁠⁠  Visit Our Website Did you enjoy the episode? Make sure to follow the podcast and turn on notifications to get notified when a new episode is posted. Follow us on Social Media: ⁠⁠⁠⁠⁠-Instag...

In this episode, we address vital considerations when investing in Digital Currency through your IRA, including an explanation of Cold Storage, Hot Storage, Segregated and non-segregated storage options, and the role of Checkbook LLCs. Timecodes: 1:00 #1 Should I be leery of digital currency marketers? 7:20 #2 Does it matter what trading platform is used for the purchase and sale of digital curren...

5 ways to boost your retirement savings! In this episode, we discuss Roth IRA’s, boosting income and interest you’re earning, getting started, precious metals, and transferring old 401K’s. Visit our Website to learn more! Timecodes: 0:00 Introduction 1:20 ONE: Tax- Free Savings 6:40 TWO: Tax- Sheltered Business Income 8:30 THREE: Diversification 14:20 FOUR: Contribute Often 17:25 FIVE: Preserving...

Oil and Gas are an alternative investment option for your retirement account. All politics aside, you cannot discredit the fact that oil and gas are essential resources in our modern world. It powers our homes, fuels our cars, and propels industries and nations forward. What you probably didn’t know is that natural resources like oil and gas are also an alternative asset that investors can harness...