Latest Episodes
December 27, 2022
Investing in Real Estate with your Self- Directed IRA
Learn about the ins and outs of Investing in Real Estate with your Self-Directed Retirement Account from Carrie Cook, CEO of Preferred Trust Company....
00:33:36
December 20, 2022
Decentralized Finance Investment Insights ft. PennyWorks
Ivan Zang, CEO and Co-Founder of PennyWorks, explains what Decentralized Finance is and how it works. He also gives his insight into the recent...
00:29:20
December 15, 2022
How to Navigate Required Minimum Distributions (RMDs)
This bonus episode goes over how to navigate Required Minimum Distributions (RMDs) from your Retirement Account. Chris Trembly, Director of Operations at Preferred Trust...
00:17:20
December 13, 2022
Small Business Owners: Let's talk about SEP IRAs
Learn what a SEP IRA is and why it is a great option for small business owners with Carrie Cook, CEO of Preferred Trust...
00:12:35
December 06, 2022
3 Ways to Fund Your IRA
Discover the three ways to fund your IRA with Carrie Cook, CEO of Preferred Trust Company. This short series goes over the three ways...
00:09:53
November 29, 2022
Precious Metal Investment Insights ft. St. Joseph Partners
Carrie Cook, CEO of Preferred Trust Company, is joined by St. Joseph Partners to discuss retirement security through precious metals, qualified vs non- qualified...
00:32:50