Podcast thumbnail for PTC Point of View: A Retirement Podcast

PTC Point of View: A Retirement Podcast

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by Preferred Trust Company

4.8(6 reviews)
71 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
53

Podcast Authority

Beta
FairBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality78
Social0
YouTube0
Engagement68

Podcast Overview

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.

Language

🇺🇲

Publishing Since

10/31/2022

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53

Podcast Authority

Beta
FairBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality78
Social0
YouTube0
Engagement68
7
Excellent Areas
2
Good Performance
10
Growth Opportunities
excellent
Episode Length
27 minutes
Performing excellently!
good
Show Notes Quality
3.0/5

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needs improvement
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Every 17 days

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Recent Episodes

Episode thumbnail for Hands-Off Real Estate Investing for Retirement | Connect Invest & Self-Directed IRAs

January 8, 2026

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.

Episode thumbnail for 2026 Tax Season Prep Guide: How to Prepare for the 2026 Tax Season

December 25, 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

Episode thumbnail for Last-Minute Tax Saving Strategies CPAs Wish You’d Use

December 11, 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.

71 total episodes available

Recent guests on PTC Point of View: A Retirement Podcast

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Larry Pendleton

Guest

Carrie Cook

Guest

Alysia Ball

Guest

Troy Eckard

Guest

PetroPeak Investments

Guest

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Frequently asked questions

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What is PTC Point of View: A Retirement Podcast?

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.

How often does this podcast release new episodes?

This podcast updates bi-weekly.

Where can I listen to this podcast?

This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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