Latest Episodes
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
November 15, 2022
Gold & Silver Investment Insights ft. Strategic Wealth Preservation
Precious Metal Investment Insights with Strategic Wealth Preservation (SWP). SWP is an international precious metals dealer and secure storage provider headquartered in the Cayman...
00:33:45