Latest Episodes
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
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