Latest Episodes
February 29, 2024
Pros and Cons of Self-Directed IRAs
Join Carrie Cook, CEO, and Chris Trembly, Chief Compliance Officer, to discuss the pros and cons of self-directed IRAs! The pros include diversification of...
00:17:59
February 16, 2024
Rapid Fire: 7 Quick Questions on Oil and Gas Investments
In this rapid fire round, Carrie Cook, CEO of Preferred Trust, asks Derreck Long, Wealth Manager at Eckard Enterprises, various aspects of investing in...
00:09:07
January 31, 2024
Passive Real Estate For Pilots with Tait Duryea
Join Carrie Cook, CEO of Preferred Trust and Tait Duryea, founder of Turbine Capital, as they discuss the opportunity for investors to use self-directed...
00:24:48
January 04, 2024
Why Invest in Precious Metals?
In this episode, we have the privilege of hosting Drew Mason from St. Joseph Partners, in a compelling conversation with Carrie Cook, CEO of...
00:27:02
December 14, 2023
Navigating Wealth with Dr. Guy Baker
In this special episode, join our host, Carrie Cook, CEO of Preferred Trust, in a captivating conversation with Dr. Guy Baker, President of Wealth...
00:30:37
October 30, 2023
Short Term Rental Investment Insights ft. Techvestor
Welcome to another captivating episode of "PTC Point of View," the retirement podcast proudly presented by Preferred Trust. In today's engaging discussion, we have...
00:44:51