Latest Episodes
November 06, 2024
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...
00:52:55
November 01, 2024
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...
00:59:10
November 01, 2024
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...
00:32:43
November 01, 2024
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...
00:15:16
August 20, 2024
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...
00:25:36
August 07, 2024
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...
00:18:51