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.

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.

Open a Self-Directed IRA, diversify into alternative assets, or get help understanding retirement strategies at:
PreferredTrustCompany.com

Need a proactive CPA who understands strategy—not just filing? Visit:
TheInvestorsCPA.com
team@theinvestorscpa.com

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.

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.

If you’ve ever rushed to your CPA in March expecting miracles, this conversation is for you. Preparation, documentation, and smart planning are everything — and this episode gives you the roadmap.

Learn more or open an account with Preferred Trust Company:
https://preferredtrustcompany.com

Connect with Larry Pendleton, The Investors CPA:
https://theinvestorscpa.com

Follow for more episodes of The Preferred Way covering tax strategy, SDIRAs, wealth building, and smart investor planning.

#TaxSavingStrategies #EndOfYearTaxPlanning #LastMinuteTaxTips #TaxCPA #BusinessTaxPlanning #BonusDepreciation #CostSegregation #SDElections #RetirementPlanning #PreferredTrustCompany #Finance #MoneyTips #WealthBuilding #InvestSmart #PersonalFinance #BusinessOwners #EntrepreneurLife #TaxSeason #FinancialEducation #youtubelearning

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