The Preferred Way: 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.

The Preferred Way: A Retirement Podcast is a business podcast hosted by Unknown Host, with 71 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Preferred Way: A Retirement Podcast, a business show with 71 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  The Preferred Way: A Retirement Podcast

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

  Jan 8, 202626 minS0

  <p>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.</p> <p>Mason explains how Connect Invest structures fixed-income real estate notes that offer:</p> <p>Defined terms and exit dates</p> <p>Monthly interest payments</p> <p>Diversification across hundreds of real estate loans</p> <p>Competitive returns backed by real assets</p> <p>You’ll learn how these investments compare to rentals, CDs, bonds, and high-yield savings accounts—plus...

  ListenShow Notes
• 

  The Preferred Way: A Retirement Podcast

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

  Dec 25, 202527 minS0

  <p>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.</p> <p>✔️ What CPAs actually expect from clients<br /> ✔️ Why extensions DO NOT delay payment<br /> ✔️ How procrastination leads to penalties & stress<br /> ✔️ Retirement contributions, I...

  ListenShow Notes
• 

  The Preferred Way: A Retirement Podcast

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

  Dec 11, 202536 minS0

  <p>In this episode of The Preferred Way, CEO Carrie Cook sits down with CPA Larry Pendleton for a tactical deep dive into last-minute tax saving strategies you can still execute before the calendar hits 2026.</p> <p>From “machetes and steak knives” to cost segregation, entity elections, bonus depreciation, health reimbursement arrangements, retirement plans, family involvement, and the Augusta Rule — Larry breaks down real, actionable strategies that business owners and investors can use to materially reduce tax liability.</p> <p>If you’ve ever rushed to your CPA in March expecting miracles, this conversation is for you. Preparation, documentation, and smart pl...

  ListenShow Notes
• 

  The Preferred Way: A Retirement Podcast

  The Trust Mistakes That Cost Families Millions | Family Legacy with Larry Pendleton Part 2

  Nov 26, 202530 minS0

  <p>In Part 2 of our Family Legacy series, Carrie Cook and CPA Larry Pendleton dive deeper into the real-life challenges families face when building, protecting, and transferring wealth. If you’ve ever wondered when to establish a trust, how to protect your assets, or how to avoid family conflict after you're gone, this episode will open your eyes.</p> <p>From irrevocable trust misconceptions to the emotional realities of inheritance, this conversation is a must-watch for anyone serious about safeguarding their family’s future.</p> <p> In this episode you’ll learn:<br /> • When to set up a trust and how to f...

  ListenShow Notes
• 

  The Preferred Way: A Retirement Podcast

  What Your CPA ISN'T Telling You, Real Estate, IRAs and Family Legacy

  Nov 13, 202534 minS0

  <p>How do you decide between buying property with cash or through your IRA? And more importantly—how do you turn those investments into a lasting family legacy?</p> <p>In this episode of The Preferred Way, Carrie Cook sits down with CPA Larry Pendleton to reveal powerful tax strategies, pitfalls to avoid when investing through an IRA, and practical steps to protect your family’s financial future. From cost segregation and short-term rental loopholes to setting up living trusts, this conversation is a must-watch for anyone serious about generational wealth.</p> <p> What You’ll Learn:</p> <p>When to buy...

  ListenShow Notes

Recent guests on The Preferred Way: A Retirement Podcast. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.