35 episodes

Unlock the full potential of your IRA with PTC Point of View, 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.

PTC Point of View: A Retirement Podcast Preferred Trust Company

    • Business
    • 4.8 • 4 Ratings

Unlock the full potential of your IRA with PTC Point of View, 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.

    Pros and Cons of Self-Directed IRAs

    Pros and Cons of Self-Directed IRAs

    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 implications, fees associated with self-directed IRAs, risks and complexities of IRA LLCs, and lack of liquidity.
     
    Takeaways

    Self-directed IRAs offer greater control and diversification of assets.
    Investors must do thorough due diligence and understand potential tax implications.
    Alternative investments in self-directed IRAs have the potential for higher ROI.
    Fees associated with self-directed IRAs may be higher than traditional IRAs.
    Investing through an IRA LLC provides even more control and diversification.
    Investors must be aware of the risks and complexities of IRA LLCs.
    Self-directed IRAs offer inherent asset protection.
    Many alternative investments in self-directed IRAs are not liquid.

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    *Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.

    • 17 min
    Rapid Fire: 7 Quick Questions on Oil and Gas Investments

    Rapid Fire: 7 Quick Questions on Oil and Gas Investments

    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 predictions for the industry. Derek provides valuable insights and advice for investors interested in oil and gas investments.
     
    Takeaways

    There are three common ways to invest in the oil and gas industry: working interest, mineral rights, and pipeline investments.
    Investors should conduct proper due diligence by talking to other partners or investors and reviewing rate of return sheets.
    Ongoing costs in oil and gas investments vary depending on the type of investment, with mineral rights having no additional costs and working interest potentially requiring capital calls.
    Governmental changes, such as new regulations or policies, can impact investments in the oil and gas sector, but the industry tends to be resilient regardless of political factors.
    Common myths and misconceptions about investing in oil and gas include the belief that it is only related to gasoline and the misconception that alternative energy sources will eliminate the need for oil and gas.
    Experts predict a positive future for the oil and gas industry, with expectations of increasing oil prices and opportunities for investors to position themselves for potential growth.


    Chapters
    00:00Introduction
    00:30Chapter 1: Ways to Invest in Oil and Gas
    01:52Chapter 2: Risks and Mitigation in Oil and Gas Investments
    03:32Chapter 3: Conducting Due Diligence in Oil and Gas Investments
    04:10Chapter 4: Ongoing Costs in Oil and Gas Investments

    • 9 min
    Passive Real Estate For Pilots with Tait Duryea

    Passive Real Estate For Pilots with Tait Duryea

    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 their portfolios.
    Tait explains the focus of Turbine Capital on providing value-add opportunities in various asset classes, including industrial, multifamily, land acquisition, and mobile home parks. He emphasizes the importance of location and demographic trends in their investment decisions. He concludes by discussing the growth of Turbine Capital and their commitment to financial literacy through their podcast, Passive Income Pilots.
     Key Takeaways:

    Syndication investing allows high-income professionals to diversify their portfolios and invest in various asset classes.
    Location and demographic trends play a crucial role in investment decisions.
    Investors can use self-directed IRAs to invest in syndications and take advantage of the benefits of real estate investing.
    Turbine Capital focuses on providing value-add opportunities in industrial, multifamily, land acquisition, and mobile home parks.

     
    Don't miss out on this opportunity to gain unique perspectives from industry leaders. Subscribe now to PTC Point of View and stay informed on the latest trends and strategies shaping the financial landscape.
    Learn More about Turbine Capital: https://www.turbinecap.com/ 
    Visit our website: preferredtrustcompany.com 
    Follow us on Social Media: https://linktr.ee/preferredtrust⁠⁠⁠⁠⁠⁠
    Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.

    • 24 min
    Why Invest in Precious Metals?

    Why Invest in Precious Metals?

    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, providing invaluable expertise in navigating this unique investment landscape.
    In this insightful discussion, Carrie and Drew explore the nuances of investing in precious metals within a self-directed IRA. From the current state of the market to strategic approaches for incorporating precious metals into your investment portfolio, this episode offers a comprehensive guide for both seasoned investors and those venturing into the world of self-directed IRAs. Discover the key considerations and benefits of diversifying your portfolio with precious metals, and learn how St. Joseph Partners assists investors in making informed decisions within this specialized sector. 
    Don't miss out on this opportunity to gain unique perspectives from industry leaders. Subscribe now to PTC Point of View and stay informed on the latest trends and strategies shaping the financial landscape.
    Visit our website: preferredtrustcompany.com 
    Follow us on Social Media: https://linktr.ee/preferredtrust⁠⁠⁠⁠⁠⁠
    Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.

    • 27 min
    Navigating Wealth with Dr. Guy Baker

    Navigating Wealth with Dr. Guy Baker

    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 extends to various platforms, including talk shows, video conferences, and the Million Dollar Round Table (MDRT). Dr. Guy Baker holds numerous degrees including his Doctorate of Philosophy in Financial and Retirement Planning (PhD) in 2018 from The American College.
    As a prolific writer and speaker, Guy has been a beacon in the industry, sharing his insights on life insurance and wealth management. In this episode, he shares his wealth of experience and explores the nuances of navigating the financial landscape as a Registered Investment Advisor, the economy and more!
    Get in touch with Guy Baker: https://www.wealth-teams.com/our-team/guy-baker/
    Visit our website: preferredtrustcompany.com 
    Did you enjoy the episode? Make sure to follow the podcast and turn on notifications to get notified when a new episode is posted.
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    Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.

    • 30 min
    Short Term Rental Investment Insights ft. Techvestor

    Short Term Rental Investment Insights ft. Techvestor

     




    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 offerings and provide invaluable insights on the realm of self-directed IRA investments. Get an exclusive glimpse into the roots of Techvestor, the visionary minds behind it, and uncover the keys to effective Airbnb property management.Stay tuned as we delve into the intriguing question of Airbnb's continued viability as an investment choice and a thorough examination of the pros and cons inherent to this unique investment avenue. We'll also discuss the current markets under Techvestor's radar, and why amenities play a pivotal role in the success of these investments.




    Learn more about Techvestor: techvestor.com
    Visit our website: preferredtrustcompany.com 
    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: ⁠⁠⁠⁠⁠⁠-Instagram⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠-Twitter⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠-LinkedIn⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-YouTube⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠-TikTok⁠⁠⁠⁠⁠⁠
    Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.

    • 44 min

Customer Reviews

4.8 out of 5
4 Ratings

4 Ratings

madii011 ,

Awesome Podcast!

Very Educational Content! 10/10 Highly recommend listening.

Jas grandma ,

Ira

Excellent presentations

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