• How to Perform Due Diligence on Your Investments with CEO of Preferred Trust Company Carrie Cook

  • Nov 1 2024
  • Length: 33 mins
  • Podcast

How to Perform Due Diligence on Your Investments with CEO of Preferred Trust Company Carrie Cook

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  • Summary

  • In this episode of The Preferred Way Podcast, join Preferred Trust Company's CEO, Carrie Cook, as she delves into the due diligence process behind selecting investment sponsors and alternative investments. From understanding self-directed IRAs to evaluating startups, real estate, precious metals, and digital assets, Carrie provides essential insights for retirement investors. Tune in to learn about securing your investments, evaluating risks, and empowering yourself with knowledge to make informed financial decisions.

    #ThePreferredWayPodcast #RetirementPlanning #AlternativeInvestments #SelfDirectedIRA #DueDiligence #CarrieCook #PreciousMetals #CryptoInvestments #RealEstate
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