“Invest wisely” should be a mantra you must remind yourself of because it will greatly influence you towards achieving financial security. In this eye-opening episode, Scott Carson talks with Keaton Munster from Quest Trust Company about the top ten tips for achieving financial security in retirement. Keaton strongly advises that you pick someone who is going to help benefit your moral ground of investing so you can sit back and tell them your financial … Read More
EP 470 – Self-Directed Employer Plans with Rebecca Miller
Anyone who is dealing with self-directed employer plans needs the help of an IRA specialist to make transactions smoother and faster. Certified IRA Specialist Rebecca Miller from Quest Trust Company explains the different self-directed plans available to employers. Noting the importance of having someone do the custodial work and bookkeeping of your 401(k), she shares about her company’s role in helping you set up your 401(k) plan. Rebecca also discusses the pros and cons … Read More
EP 466 – Next Generation Wealth Building with Derreck Long
The common age for investors to show up in the investing scene is usually at their middle age or later. From there, they would have to still wait before their efforts come to fruition. Instant gratification in investing does not happen. If it takes a lot longer before you reap anything, then why not start younger? Scott Carson talks with Derreck Long from Quest Trust Company about how the next generation can build long-term … Read More
EP 452 – Detroit “NO SDIRA” City
For years, Detroit, Michigan has been hot on the market primarily because of its inventory to price points and not having an SDIRA or self-directed IRA. With its numerous economic developments, there are issues that are lagging around such as the city being on the verge of bankruptcy. If you are planning to invest here, reaching out to others such as a CPA or an attorney who is not on the mock arena is … Read More
EP 392 – End Of Year SD IRA Guidelines with Ingrid Chavez
The end of the year is something that makes anyone feel either anxious or excited. Partly the reason is the fact that so little time is left to meet your goals and finish up some pending tasks. Scott talks with Ingrid Chavez from Quest Trust to discuss some of the deadlines that self-directed IRA investors have to keep in mind as the year comes to an end. Learn more about evaluation and asset evaluation … Read More