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.

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.

In this episode you’ll learn:
• When to set up a trust and how to fund it responsibly
• The biggest mistakes people make when titling assets
• Why communication is critical for preventing family fractures
• How trusteeship actually works (and why many people regret accepting it)
• What happens when estates exceed federal tax thresholds
• How to prepare your heirs emotionally and financially

Open a Self-Directed IRA today at PreferredTrustCompany.com
or
Schedule a consultation to learn how to build a stronger long-term legacy with alternative investments.

Subscribe to follow every episode of The Preferred Way, where retirement savers meet alternative investments.

#FamilyLegacy #EstatePlanning #TrustPlanning #CPAAdvice #WealthTransfer #GenerationalWealth #PreferredTrustCompany #SelfDirectedIRA #RetirementPlanning #AlternativeInvesting #FinancialLiteracy #LegacyPlanning #WealthManagement #Taxes #Trusts

*Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.

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?

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.

What You’ll Learn:

When to buy property with cash vs. your IRA

How cost segregation can unlock major tax savings

Common IRA real estate mistakes (and how to avoid them)

Building a legacy that truly benefits your family

Open an account today at PreferredTrustCompany.com
or Schedule a free consultation to learn how to diversify your retirement portfolio with alternative investments.

Don’t forget to like, comment, and follow for more insights from the Preferred Trust team!

In this continuation of The Preferred Way’s two-part series on Audits, Recordkeeping & Reporting, CEO Carrie Cook dives deeper into what happens after an audit begins — including fair market valuations, UBIT/UDFI taxes, custodian recordkeeping responsibilities, and the true meaning of “transparency” in financial services.

You’ll discover:
✅ Why accurate tax reporting and fair market valuations protect your IRA
✅ Which documents custodians must keep — and which are your responsibility
✅ What makes a “good custodian” truly great (hint: transparency and training)
✅ How Preferred Trust ensures client security and compliance in every transaction

Ready to take control of your retirement?
Open a Self-Directed IRA today at PreferredTrustCompany.com

Ever wondered what could trigger an IRS audit on your self-directed IRA? In this episode of The Preferred Way, CEO Carrie Cook and Client Service Agent, Alysia Ball pull back the curtain on IRS red flags, prohibited transactions, and the critical importance of accurate recordkeeping.

Learn how to:

Avoid prohibited transactions that could disqualify your IRA

Identify warning signs when choosing a custodian

Maintain compliant records that protect your retirement savings

Understand your role vs. your custodian’s role in due diligence

At Preferred Trust Company, transparency isn’t just a promise — it’s a policy. Discover what makes a truly qualified custodian and how to protect your retirement funds the preferred way.

Ready to invest with confidence?
Open an account today at PreferredTrustCompany.com

#SelfDirectedIRA #IRAAudit #IRSCompliance #AlternativeInvesting #RetirementPlanning #IRARules #FinancialEducation #IRAInvesting #PreferredTrustCompany #CarrieCook #IgniteFunding #TaxReporting #AuditTips #Custodian #RetirementSecurity

*Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.

Ever wondered how long it actually takes to fund an investment inside your Self-Directed IRA? In this episode of The Preferred Way, we sit down with Alysia Ball from the investment department to break down the step-by-step timeline of using an SDIRA—from transferring funds, gathering documents, compliance reviews, to ultimately funding your investment.

Whether you’re investing in trust deeds, promissory notes, real estate, precious metals, or digital assets, this episode will help you understand exactly what to expect.

✅ Open an account today with Preferred Trust Company

#SelfDirectedIRA #AlternativeInvesting #RetirementPlanning #RealEstateInvesting #FinancialFreedom #InvestSmart #PassiveIncome #IgniteFunding #PreferredTrustCompany #wealthbuilding

*Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.

In this episode of The Preferred Way, Carrie sits down with Troy Eckard of Eckard Enterprises to discuss the opportunities and pitfalls in oil & gas investing, mineral rights, and how technology is reshaping the energy industry.

You’ll learn:

Why Eckard Enterprises has stayed private and thrived

The truth about mineral rights vs. real estate

Red flags every investor should watch for in oil & gas deals

How new technology has eliminated dry holes and improved predictability

Eckard’s $10 billion vision for the next decade

Ready to take control of your retirement? Open your account today with Preferred Trust Company → https://preferredtrustcompany.com

Explore Eckard Enterprises’ current projects → https://eckardenterprises.com

Don’t forget to like, comment, and follow so you never miss an episode of The Preferred Way!

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

✅ Like this episode
✅ Follow the channel

Welcome back to The Preferred Way Podcast, hosted by Carrie Cook, President of Preferred Trust Company.

In this episode (Part 1), Carrie sits down with Investor’s CPA, Larry Pendleton, to break down critical tax strategies, the rise of alternative investments, and why the younger generation is rethinking retirement planning.

From Roth IRAs and self-directed IRAs to new legislation opening doors for alternative investments in 401(k)s, this conversation is packed with insights you don’t want to miss.

What you’ll learn in Part 1:

Why more young investors are opening Roth IRAs

The impact of new tax laws and executive orders on retirement accounts

How alternative investments fit into 401(k)s and IRAs

Roth vs. Traditional IRA: which one is right for you?

Common mistakes with self-directed IRAs and how to avoid them

Schedule a consultation with Preferred Trust Company to explore self-directed IRA options:
www.preferredtrustcompany.com

Work with Larry Pendleton, CPA for tax strategy & consulting:

https://www.linkedin.com/in/larry-pendleton-jr-cpa-msa-493aa249

#PreferredWayPodcast #SelfDirectedIRA #RothIRA #TaxStrategy #AlternativeInvesting #RetirementPlanning #WealthBuilding #FinancialFreedom #InvestingTips #TaxPlanning #MoneyTalks #WealthTips #FinancePodcast #PassiveIncome #InvestSmart #NextGenInvesting #WealthMindset #FinancialLiteracy

Welcome back to The Preferred Way podcast Part 2 of our in-depth conversation with John Jordan of PetroPeak Investments. If you missed Part 1, be sure to check it out here.

In this episode, we dive even deeper:

The impact of politics on oil & gas activity

Why “Drill Baby Drill” is a risky strategy today

Smart ways to split cash vs. IRA for energy investing

The 3 questions every oil & gas investor must ask before wiring funds

Why communication is the #1 trait of trustworthy operators

Plus: 3 fun facts about the oil & gas industry you’ve probably never heard

Explore investment opportunities and get personalized guidance:
Schedule a Consultation with Preferred Trust
Join Our Free SDIRA Masterclass
Browse PetroPeak Investments Opportunities

#OilAndGasInvesting #AlternativeInvestments #MineralRights #RoyaltyIncome #SDIRA #PetroPeakInvestments #EnergyInvestments #SelfDirectedIRA #RetirementInvesting #PassiveIncome #SmartInvesting #FinancialFreedom #InvestmentTips #WealthBuilding #PodcastEpisode #MoneyTalks #InvestorEducation #AlternativeAssets #EnergyMarket #BalanceSheetBasics

*Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.

Welcome to The Preferred Way—where retirement savers meet alternative investments. In this powerful Part 1 episode, we sit down with John Jordan, Managing Partner at PetroPeak Investments, to unpack how oil and gas royalties operate like real estate, why they’re a hidden gem for retirement portfolios, and how everyday investors can get started for as little as $25,000.

We break down:

What mineral rights are and how they generate passive income

The difference between drilling vs. royalties (and which one is SDIRA-friendly)

The tax advantages few investors understand

Why royalty investing is no longer just for billion-dollar companies

Want to explore SDIRA-compatible royalty investments?

Schedule a Consultation - https://preferredtrustcompany.com/schedule/

Register for Our Free SDIRA Masterclass - https://mc.preferredtrustcompany.com/2/cpmc-2025-e/signup/?_gl=1*2dd9un*_gcl_au*Mzk4ODY2OTc5LjE3NDk0ODExOTc.

Start investing with PetroPeak Investments - https://preferredtrustcompany.com/sdira-partnership-petropeak-investments/

*Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025. YouTube Chapters: 00:00 - Intro to The Preferred Way Podcast 00:24 - Meet John Jordan from PetroPeak Investments 01:00 - Understanding Oil, Gas, and Royalties Like Real Estate 03:00 - The Mechanics of Mineral Rights and Leasing 05:00 - Real Estate vs. Oil Royalties: Key Comparisons 06:45 - Drilling Risk vs. Royalty Income 08:10 - Horizontal Drilling & Fracking Tech Revolution 10:00 - Can Everyday Investors Participate? 11:15 - Access to Oil and Gas for as Low as $25K 13:00 - Cash vs. IRA: Which Capital Type for Which Investment? 15:00 - Tax Write-Offs from Drilling for High-Net-Worth Investors 17:00 - Depletion Allowance on Royalty Income 19:00 - The Risks of Using an IRA for Drilling 20:00 - IRA Custodians, UBIT, and Investor Beware 21:00 - Closing Remarks & Sneak Peek at Part 2