“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 439 – What Can I Do With My SD IRA with Nathan Long
What is self-directed IRA and what can you do with it? Scott interviews Quest Trust Company’s CEO, Nathan Long, about some of the exciting things that you can do with your self-directed IRA. Certified IRA Services Professional from the Institute of Certified Bankers, Nathan reveals why building wealth in a healthcare savings account builds financial freedom and how he structured a deal out of it. A firm believer of the value of having proper … Read More
EP 350 – Employer Retirement Plans with Rebecca Miller
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