PTC Point of View: A Retirement Podcast Preferred Trust Company

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 tolerance before diving into the digital currency market.
Chris Trembly delves into the remarkable success story of Kenneth Baker in the realm of Digital Currency Investments. As a client at Preferred Trust, Mr. Baker has not only achieved significant success but also garnered invaluable insights and lessons from his journey in the digital currency market. Kenneth generously shares his experiences, providing a firsthand account of his path to success and the valuable lessons learned along the way.
 
00:00 Introduction and Background
03:08 Starting with a Self-Directed IRA
08:46 Choosing Investments: Bitcoin, Ethereum, and Solano
11:47 Setbacks and Lessons Learned
20:39 Advice for Those Considering Digital Currency Investments
25:31 The Importance of Research and Risk Tolerance
28:24 The Roller Coaster Ride of Cryptocurrency
31:11 Closing Remarks and Contact Information
 
-Visit our website: preferredtrustcompany.com    
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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.

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 creating immersive experiences for guests. He also discusses the timing and risks involved in property development, as well as the investment structure and potential returns for investors. *Video version available on YouTube*

 

Key Takeaways:

Nova Haus is a short-term rental luxury real estate fund that focuses on developing properties in high-growth markets.
The company builds properties in emerging markets like Costa Rica, Colombia, Thailand, and Bali, where investors can achieve higher yields compared to the US market.
The property development process takes around 18 to 24 months.
Investors in Nova Haus's fund receive quarterly dividends and have the option to cash out their investment after three years with a targeted 100% return of capital.
The investor base for international luxury rental properties is diverse, including working professionals, crypto investors, and individuals with an appetite for alternative assets and overseas investments.
Investing in foreign assets offers benefits such as higher growth potential, tax advantages, and collateralization.
Self-directed IRAs can be utilized for investing in international luxury rental properties.

-Learn More about Nova Haus: https://www.thenovahaus.com/ 
-Visit our website: preferredtrustcompany.com 
-Follow us on Social Media: https://linktr.ee/preferredtrust⁠⁠⁠⁠⁠⁠
 
* Video Episode Available on YouTube: https://www.youtube.com/channel/UCWmXltRggXoj7IyDFlXXjug 
 

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.

-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.

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

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.

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.