Latest Episodes
November 13, 2025
What Your CPA ISN'T Telling You, Real Estate, IRAs and Family Legacy
How do you decide between buying property with cash or through your IRA? And more importantly—how do you turn those investments into a lasting...
00:33:50
October 30, 2025
IRS Red Flags & Fair Market Valuations: What Every SDIRA Investor Should Know Part 2
In this continuation of The Preferred Way’s two-part series on Audits, Recordkeeping & Reporting, CEO Carrie Cook dives deeper into what happens after an...
00:22:28
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