Latest Episodes
April 19, 2023
Why We Don't Have Account Managers
Carrie Cook, CEO of Preferred Trust Company, explains why Preferred Trust Company doesn’t have specific account managers for each account and WHY we work...
00:07:03
April 11, 2023
5 Questions You Should Ask Yourself Before Investing In Digital Currency
In this episode, we address vital considerations when investing in Digital Currency through your IRA, including an explanation of Cold Storage, Hot Storage, Segregated...
00:25:19
April 05, 2023
5 Ways to Help Boost Retirement Savings
5 ways to boost your retirement savings! In this episode, we discuss Roth IRA’s, boosting income and interest you’re earning, getting started, precious metals,...
00:23:04
March 28, 2023
Oil and Gas Investment Insights ft. Eckard Enterprises
Oil and Gas are an alternative investment option for your retirement account. All politics aside, you cannot discredit the fact that oil and gas...
00:36:48
March 21, 2023
Best Ever Conference: Investor Questions
Izzy and Chris Trembley, Director of Operations, give a recap of the Best Ever Conference and go over questions they were asked by investors...
00:23:05
March 17, 2023
Pillars of Finance | Virtual Event
Bonus Episode: Learn about our free virtual event Pillars of Finance! Pillars of Finance takes place April 4th at 3 PM PST. This event...
00:05:18