In this episode of The Preferred Way Podcast, Carrie Cook continues the conversation with CPA Larry Pendleton on how both younger and older generations can strategically use self-directed IRAs, manage debt, and prepare for retirement that leaves a legacy.

Larry shares insights on:

Why it’s never too late to start retirement planning (even at 50+)

The difference between good debt vs. bad debt

The true cost of raising kids (and why it impacts your financial strategy)

Why the younger generation may shift 80% of their portfolios into alternative assets like crypto & real estate

How small businesses are reshaping retirement plan offerings

The importance of using a real tax advisor (not just filing software)

Open a Self-Directed IRA today with Preferred Trust Company and take control of your retirement:
www.preferredtrustcompany.com

Connect with Larry Pendleton, The Investor’s CPA for tax strategy & consulting:
 www.linkedin.com/in/larry-pendleton-jr-cpa-msa-493aa249

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