Latest Episodes
June 20, 2023
What is a Non-Recourse Loan? ft. Matt Allen
In this episode, we discuss what a Non- Recourse Loan is and how to purchase property with your IRA and borrow money at the...
00:36:23
June 16, 2023
PTC Clients: Statement Questions Answered
Chris Trembly answers some questions clients have been asking us regarding the annual statement packages that we provide. If you are a client at...
00:15:50
May 17, 2023
SIMPLE IRA Explained
This week we are discussing what a SIMPLE IRA is! A SIMPLE IRA, or Savings Incentive Match Plan for Employees, is a retirement plan...
00:11:07
May 02, 2023
Roth IRA Explained
How does a Roth IRA work and do you need one? In this episode, we are breaking down the main elements of a Roth...
00:14:35
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