The Preferred Way: A Retirement Podcast
Preferred Trust CompanyUnlock 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 maxim... more
| Publishes | Twice monthly | Episodes | 68 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
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 establish a trust, how to protect y... more
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 rev... more
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 respon... more
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 imp... more
Reviews
- Very educational!
Great podcast! Provides very helpful information.
Apple Podcasts5Alysia Ball
United States2 years ago - Ira
Excellent presentations
Apple Podcasts4Jas grandmaUnited States3 years ago - Awesome Podcast!
Very Educational Content! 10/10 Highly recommend listening.
Apple Podcasts5madii011United States3 years ago
Top Investing Podcasts
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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| Interests | Professions | Age Range | |||
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The Preferred Way: A Retirement Podcast launched 3 years ago and published 68 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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