Unlock the full potential of your IRA with The Preferred Way, a retirement podcast that explores the often-overlooked powerhouse in the investment landscape: The Self-Directed IRA. Join us as we demystify this unique retirement account, offering insights into diverse investment options, alternative strategies, legal structures, and essential tax rules. Discover the untapped possibilities for maximizing your financial future through the world of Self-Directed IRAs.
Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Hands-Off Real Estate Investing for Retirement | Connect Invest & Self-Directed IRAs
In this episode of The Preferred Way, host Alysia Ball sits down with Mason Weiler, Director of Operations at Connect Invest, to break down how investors can access hands-off real estate investing using both self-directed IRAs and cash accounts.
Mason explains how Connect Invest structures fixed-income real estate notes that offer:
Defined terms and exit dates
Monthly interest payments
Diversification across hundreds of real estate loans
Competitive returns backed by real assets
You’ll learn how these investments compare to rentals, CDs, bonds, and high-yield savings accounts—plus how retirement investors can deploy capital efficiently without tenant headaches or property management.
This episode also covers:
Using a Self-Directed IRA to invest in real estate notes
Why defined payoff dates matter for retirement planning
How diversification helps mitigate risk
What happens in borrower defaults
How easy it is to reinvest or redeploy funds
Whether you’re exploring alternatives to Wall Street or looking for predictable income inside your retirement account, this episode provides a clear, practical overview of a modern real estate investment strategy.
Learn more about opening a Self-Directed IRA: Visit PreferredTrustCompany.com to explore how retirement funds can be used for alternative investments.
Explore Connect Invest’s investment platform: Visit ConnectInvest.com to learn more about their fixed-income real estate note offerings.
25 Dec 2025
2026 Tax Season Prep Guide: How to Prepare for the 2026 Tax Season
If you wait until the last minute every tax season, this episode is your wake-up call. Preferred Trust Company CEO Carrie Cook sits down with CPA Larry Pendleton of The Investors CPA to break down why procrastinating your taxes is costly, what MUST be done before year-end, what extensions really mean, how retirement accounts and IRS Form 5498 work, why entity changes can't wait, and how to stay ahead of the April and October tax deadlines.
✔️ What CPAs actually expect from clients ✔️ Why extensions DO NOT delay payment ✔️ How procrastination leads to penalties & stress ✔️ Retirement contributions, IRAs, Form 5498 ✔️ Real stories of extreme procrastinators—and what happened ✔️ Practical checklist to stay ahead for the 2026 tax season
Whether you're filing personal taxes, running a business, or managing investments, this conversation will help you stay organized, prepared, and protected when tax season hits.
Connect with Preferred Trust Company
Open a Self-Directed IRA, diversify into alternative assets, or get help understanding retirement strategies at: PreferredTrustCompany.com
Connect with The Investors CPA
Need a proactive CPA who understands strategy—not just filing? Visit: TheInvestorsCPA.com team@theinvestorscpa.com
11 Dec 2025
Last-Minute Tax Saving Strategies CPAs Wish You’d Use
CEO Carrie Cook interviews CPA Larry Pendleton about actionable, last-minute tax-saving strategies for business owners and investors to reduce their tax liability.
Who has been a guest on PTC Point of View: A Retirement Podcast
Names identified in recent episode analyses. Showing up to five guests.
Larry Pendleton
Alysia Ball
Troy Eckard
PetroPeak Investments
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
4.8 / 5
5 ratings
Podcast Authority Score: 53 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
78
Social presence
0
YouTube
0
Engagement
68
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