EP 483 – Top 10 Tips For Financial Security with Keaton Munster

NCS 483 | Tips For Financial Security

  “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

NCS 470 | Self Directed Employer Plans

  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 350 – Employer Retirement Plans with Rebecca Miller

NCS 350 | Employer Retirement Plans

  Scott talks with Rebecca Miller about the different self-directed employer retirement plans offered by Quest IRA. If there is someone who has this topic down, it is she. As one of the longest-tenured employees at Quest IRA who joined the company in 2009, Rebecca currently serves as the Special Accounts Director, specializing in employer plans such as the complex Solo 401(k). Rebecca shares her journey with Quest IRA and talks about what goes under … Read More

EP 332 – Highlights From Dallas: Note Mastermind And Quest Expo

NCS 332 | Dallas Note Mastermind

  A mastermind is a great venue to see people get together and share information. Scott breaks down some of the highlights from the Dallas Note Mastermind and the Quest Expo. Highlighting the key aspects, he talks about social media as a place to meet and connect with people and also about podcast as a great tool to propel your business forward while giving you some statistics to prove. Finally, he gives some great insights … Read More

EP 321 – Money Monday: The Quest Expo Schedule with Haley Gant

NCS 321 | Quest Expo

  Scott talks with Haley Gant from Quest IRA about the upcoming Quest Expo and the schedule of speakers and sessions. Nathan Long, CEO at Quest, will talk about self-directed IRA basics on day one, joined by Eddie Gant, Steve Liang, Gene Guarino, Jim Ingersoll, and Jeff Watson on the first weekend. There will be plenty of opportunities for networking and getting your answers questioned. Scott will be on the 11:15 AM panel which will … Read More