Latest Episodes
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
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...
00:21:26
July 10, 2025
Medical Office Real Estate & SDIRA Secrets with Streamline Companies
Is your retirement money stuck earning low returns in a traditional account? Ready to tap into recession-resistant investments like medical office real estate —...
00:26:11
June 26, 2025
Skip the Splurge, Fund Your Future: Smart IRA Moves Anyone Can Make
What if skipping a coffee run or fast-food splurge could fund your future retirement? In this episode of The Preferred Way, we break down...
00:33:55
June 12, 2025
The IRA Custodian RED FLAGS No One Talks About
Is your current self-directed IRA custodian costing you time, money, and investment opportunities? In this episode of The Preferred Way, Chris Trembley and Christina...
00:26:11