The Trust Mistakes That Cost Families Millions | Family Legacy with Larry Pendleton Part 2
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…
Why RIAs Choose Ignite Funding: Income, Stability & Real Diversification: Featuring Lance Howard
In this episode of Deeds In The Desert, Carrie Cook (President of Ignite Funding) sits down with Registered Investment Advisor Lance Howard and he shares how he blends Trust Deed investing, indexed annuities, and long-term income planning to help retirees navigate market volatility and create predi…
Last-Minute Tax Saving Strategies CPAs Wish You’d Use
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, …
#138 - How to Vet Deals, Operators, and Advisors the Right Way with Mat Sorensen
Tait Duryea and Ryan Gibson sit down with Mat Sorensen of Directed IRA to tackle one of the most common investor questions: Who do you actually trust when investing in alternative assets? The conversation breaks down how to vet operators, assess risk, understand leverage, and use self-directed reti…
2026 Tax Season Prep Guide: How to Prepare for the 2026 Tax Season
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 me…
Mother & Son Talk Trust Deed Investing: A Family Conversation with Ignite Funding
In this episode of Deeds in the Desert, Carrie Cook, President of Ignite Funding, sits down with her son Hunter for a rare and insightful conversation about trust deed investing, real estate lending, risk management, investor confidence, and the disciplined approach that has guided Ignite Funding f…
019: Profit Is a Decision: Financial Power for Women Entrepreneurs with Carrie Cook
Are you quietly deciding not to make money?
In this powerful episode of the Power Lunch Podcast, hosts Tracie Munce, Amy Sousa, and Lisa Carmichael sit down with financial strategist and Souveraine Wealth founder Carrie Cook to explore what it truly means for women to step into financial power.
Ca…
From Stethoscope to Spreadsheets: How Carrie Cook Built an Empire by Mastering Money
She saved lives in the operating room. Now she's saving businesses and the dreams of women entrepreneurs everywhere. Carrie Cook made an unconventional leap from medicine to finance, and what she discovered along the way will shatter everything you think you know about money, failure, and what it a…
054: Finding Your Inner Strength with Carrie Cook
What if the strength you've been searching for has been inside you all along?
In Episode 54 of The Power Lunch Podcast, Tracie Munce, Amy Sousa, and Lisa Carmichael welcome Carrie Cook for a conversation about courage, personal transformation, and rediscovering the strength within.
Carrie shares ho…
055: From Getting By to Blooming with Carrie Cook
Are you building a business that allows you to thrive, or are you simply getting by?
In this episode of The Power Lunch Podcast, hosts Tracie Munce, Amy Sousa, and Lisa Carmichael welcome back Carrie Cook, fractional CFO and profit strategist, for a conversation about recognizing your value, settin…
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