The Preferred Way: A Retirement Podcast

Preferred Trust Company
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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.

  1. NOV 6

    Unlock Tax Strategies for Alternative Investments

    In this episode of The Preferred Way, we sit down with Larry Pendleton, CPA and co-founder of PC Financial Services, to explore tax strategies that can maximize returns on alternative investments within self-directed IRAs. Larry brings his expertise to discuss everything from the basics of tax-free growth opportunities to complex strategies, like Roth conversions, and the risks of prohibited transactions. He also highlights how real estate and even operational businesses can be leveraged in an IRA for tax-efficient wealth-building. Tune in to learn the essential strategies and insights that every investor needs to know for making the most of their self-directed IRA!

    53 min

  2. NOV 1

    How to Use Alternative Investments to Strengthen Your Retirement Planning

    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 how self-directed IRAs can be leveraged to invest in alternative assets like real estate, private debt, and industrial properties. Join us for this comprehensive discussion, ideal for those looking to diversify their retirement savings and explore opportunities beyond traditional investments. Key Topics Covered: Introduction to Turbine Capital Real estate syndications and team structure Market cycles and macroeconomic trends Benefits of self-directed IRAs for alternative investments Turbine Capital’s current investment offerings - Reshoring and its impact on industrial real estate

    59 min

  3. NOV 1

    How to Perform Due Diligence on Your Investments with CEO of Preferred Trust Company Carrie Cook

    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 about securing your investments, evaluating risks, and empowering yourself with knowledge to make informed financial decisions. #ThePreferredWayPodcast #RetirementPlanning #AlternativeInvestments #SelfDirectedIRA #DueDiligence #CarrieCook #PreciousMetals #CryptoInvestments #RealEstate

    33 min

  4. NOV 1

    Investing in Real Estate with as Little as $500 | Preferred Trust Company & Connect Invest Explains!

    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 real estate projects Risk management and ease of use ⚖️ How to invest using cash, retirement funds (self-directed IRAs), or business accounts Upcoming features like a new app and next-day activation Whether you're new to real estate investing or looking for alternatives to traditional investments, this episode is for you! Ready to dip your toes in? Get started today with Connect Invest. This episode brought to you by the Preferred Trust Company (https://preferredtrustcompany.com) Want to know more about Connect Invest go here: https://www.connectinvest.com Don't forget to like, subscribe, and hit the notification bell so you don’t miss our future episodes on retirement savings and alternative investments! #RealEstateInvesting #PassiveIncome #ConnectInvest #RetirementPlanning #AlternativeInvestments #FinancialFreedom #SelfDirectedIRA #investingtips

    15 min

  5. AUG 20

    Assisted Living Investing: The Importance of Senior Living Facilities

    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 identifying cities that need assisted living communities and running market studies to determine the demand. He also discusses the challenges faced by the industry, such as staffing issues and budget constraints. Ryan emphasizes the importance of experienced operators in the senior living space and highlights the investment opportunities available with Build Senior Living. #retirement #realestate #seniorliving #seniorlivingcommunity #selfdirectedira - Visit https://buildseniorliving.com/ for more information - Also visit our website: https://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.

    26 min

  6. AUG 7

    Benefits of Working with Preferred Trust

    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 their sales pitch by asking if investors have a retirement account. Custodians like Preferred Trust offer quick processing times, transparent reporting, and excellent customer service. Investment sponsors can save their clients from paying taxes on investments by utilizing tax-sheltered retirement accounts. #retirement #financialplanning #taxplanning #investment #buildingwealth  -Visit our website: https://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.

    19 min

  7. JUL 11

    Top 5 Questions about Self-Directed IRA's

    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 own due diligence. She emphasizes the importance of diversification and seeking advice from financial advisors. The overarching theme is that successful retirement investing requires a team effort.   Key Takeaways: - Transferring funds from one custodian to another can take anywhere from 24 hours to two weeks, depending on the processing times of the custodian. - Preferred Trust Company allows investments in digital currency through self-directed IRAs, providing security and a flat transaction fee for purchases. - Investment sponsors can work with Preferred Trust Company to raise capital by utilizing self-directed IRAs, tapping into untapped retirement funds. - Clients are in control of their investments and need to do their own due diligence when choosing alternative investments. - Diversification is key in retirement investing, and seeking advice from financial advisors is important. - Successful retirement investing requires a team effort and the support of a custodian like Preferred Trust Company. - Visit our website: https://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.

    21 min

  8. JUN 20

    Digital Currency: A Long-Term or Short Term Investment?

    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 currency at a loss instead of holding onto it for the long run. Cook also highlights the importance of doing research and due diligence on digital assets and the security measures taken by custodians like Preferred Trust. He explains the option of setting up an LLC owned by the IRA for clients who prefer short-term trading. The conversation concludes with a discussion on the security measures taken by Preferred Trust and the challenges of identifying digital currency transactions.

    15 min
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4.8
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About

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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