“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 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 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
EP 354 – Staying Out Of Trouble with Nathan Long
On this topic of Money Mondays with Quest IRA, Scott talks with CEO Nathan Long about how to stay out of trouble with your self-directed IRA LLC and some things to do keep it clean. Proposing two major options, they delve deep into the trust and getting a 401(k). They also talk about a big announcement concerning Nathan’s company and the values they are about to bring to more people. Nathan shares some of … 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
EP NNA 5 – Three Big Things To Boost Your Business
The best thing about attending events, other than getting off the chair and out of the office, is meeting people and getting new ideas. There are always lessons to be learned from the people that you meet at events. It’s best to dial your list down to three big doable things that will change the way you run your business. One of those big things is to have an up and a down funnel for … Read More
EP 248 – Learn The Secrets to Million Dollar Savings Using Self-Directed IRA Accounts with Anne Marie Hollonds
Anne Marie Hollonds of Quest IRA discusses how you can put your money into work by opening self-directed IRA accounts either in real estate, private lending, or other investment vehicles. Anne Marie also shares their upcoming events and what they’re doing with education to help clients engage and build their financial goals. They regularly do free classes about notes, commercial deals, flipping, and other areas that people are interested which they share through Zoom … Read More
EP 222 – Our Goals For 2018: Bigger Things Come From Long Term Goals
Buying notes has an appeal to most people because it gives them a chance to get a touch of the real estate business. Scott Carson understands this very well so his goal for 2018 is to help 10,000 note investors in five years through virtual workshops and live events. One way to do this is through Banking Blitzkrieg where investors will make phone calls and shout outs to asset managers as well as reaching out … Read More
EP 197 – Selling and Buying Reperformers
One key factor to sell reperformers is to understand that it is still a note which is often based on its yield. Never sell something that you wouldn’t buy yourself. Find out how people looking to make an above-average return can help in selling your note. Learn how seasoning can add value to your paper. — Listen to the podcast here Selling and Buying Reperformers It is good to be back in Austin after being … Read More
EP 190 – Embrace the Suck
On this episode of the Note Closers Show Podcast, Scott discusses the fact that once you embrace the suck, embrace that you are going to suck at things at first, then you are ready to achieve success. — Listen to the podcast here Embrace the Suck One of the biggest things that Monday happens is it’s the start of the week. Sometimes it’s the start of the month. Sometimes it’s the start of the quarter. … Read More
EP 188 – Note Camp Numbers
On this episode, Scott breaks down the numbers from Note C.A.MP. 4.0. — Listen to the podcast here Note Camp Numbers One of the biggest things that we always love doing besides bringing 30 plus together and hundreds on note investors is literally find out what’s making these investors tick. What is their biggest need? What is their biggest goal? What are their strengths and weaknesses? Where are they learning from? Do they have an … Read More
EP 186 – JV Partner Discussions
On this episode of the Note Closers Show, Scott discusses the process of a JV Partner. He also talks about what you should be asking of your potential funding partners to ensure that they are a good fit for you. — Listen to the podcast here JV Partner Discussions Today’s topic is something that a lot of investors ask me about, a lot of new people ask me; a lot of people that come from … Read More
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