Latest Episodes
October 16, 2025
IRS Audits & Self-Directed IRAs: What Every Investor Should Know
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...
00:25:51
October 02, 2025
From Setup to Payoff, The Timeline of a Self-Directed IRA
Ever wondered how long it actually takes to fund an investment inside your Self-Directed IRA? In this episode of The Preferred Way, we sit...
00:40:09
September 18, 2025
Inside Oil & Gas Investing: Mineral Rights, Returns & Red Flags
In this episode of The Preferred Way, Carrie sits down with Troy Eckard of Eckard Enterprises to discuss the opportunities and pitfalls in oil...
00:29:17
September 04, 2025
Self-Directed IRAs & Tax Strategies for the Next Generation with Larry Pendleton | Part 2
In this episode of The Preferred Way Podcast, Carrie Cook continues the conversation with CPA Larry Pendleton on how both younger and older generations...
00:21:54
August 21, 2025
Self-Directed IRAs & Tax Strategies for the Next Generation with Larry Pendleton | Part 1
Welcome back to The Preferred Way Podcast, hosted by Carrie Cook, President of Preferred Trust Company. In this episode (Part 1), Carrie sits down...
00:36:58
August 07, 2025
What Most Investors Get Wrong About Oil & Gas Investing | ft. PetroPeak Investments | Part 2
Welcome back to The Preferred Way podcast Part 2 of our in-depth conversation with John Jordan of PetroPeak Investments. If you missed Part 1,...
00:29:53