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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,...more

Latest Episodes

From Setup to Payoff, The Timeline of a Self-Directed IRA

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...

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00:40:09

Inside Oil & Gas Investing: Mineral Rights, Returns & Red Flags

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...

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00:29:17

Self-Directed IRAs & Tax Strategies for the Next Generation with Larry Pendleton | Part 2

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...

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00:21:54

Self-Directed IRAs & Tax Strategies for the Next Generation with Larry Pendleton | Part 1

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...

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00:36:58

What Most Investors Get Wrong About Oil & Gas Investing | ft. PetroPeak Investments | Part 2

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,...

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00:29:53

Oil, Gas & Real Estate? Meet the Partner | ft. PetroPeak Investments | Part 1

August 01, 2025

Oil, Gas & Real Estate? Meet the Partner | ft. PetroPeak Investments | Part 1

Welcome to The Preferred Way—where retirement savers meet alternative investments. In this powerful Part 1 episode, we sit down with John Jordan, Managing Partner...

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00:21:26

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