EP 392 – End Of Year SD IRA Guidelines with Ingrid Chavez

NCS 392 | IRA

  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

NCS 354 | Quest IRA

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 the … 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 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

EP 304 – Checkbook IRAs with Quest IRA – Money Mondays

NCS 304 | Checkbook IRA

  Most Americans are investing that in the stock market, in annuities, CDs, bonds, those sorts of things, and relatively new investors might be tempted to say, “I want to buy a note,” or, “I want to buy a house with my IRA that I’ve found.” In order to do that, your IRA funds have to be sent out towards the purchase of that. What then becomes necessary is for a company like Quest IRA … Read More

EP 295 – Health Savings Accounts with Anne Marie Hollonds from Quest IRA

NCS 295 | Health Savings Accounts

  In May 2017, the Federal Reserve published that 44% of Americans would not be able to pay a $400 unexpected medical bill. Anne Marie Hollands from Quest IRA talks about the basics of Health Savings Accounts and how you can take advantage of it for unexpected medical expenses. Anne Marie explains basically the HSA works as a plan where you can pay for your medical expenses tax-free. In order to qualify for it, you … Read More

EP 275 – Educational Savings Accounts on Money Mondays With Quest IRA

NCS 275 | Quest IRA

When it comes to your grandchildren’s future education, it is never too early to plan ahead. With Quest IRA, grandparents can be listed as limited power of attorneys for the accounts, actually do the investments, and set it up for their grandkids. It’s an ingenious solution – and Ingrid Chavez and Anne Marie Hollands convey their company’s vision brilliantly. Quest IRA administers IRAs for the purpose of investing in “alternative” investments, including real estate, notes, … Read More

EP NC 05 – Taking Control of Your Retirement with Nathan Long from Quest IRA Inc

NC 05 | Control Your Retirement

Real Estate is the largest section of the economy, which is why it is best to have some assets tied to it in your portfolio. Quest IRA CEO Nathan Long has been helping companies grow with self-direction through diversification, tax savings and being able to make investments on things that you know best. Nathan explains that self-directed IRAs only difference with traditional IRAs is that you control your retirement account. Listen to the podcast here: … Read More

EP 265 – Self-Directed IRA Bootcamp with Nate Hare of Quest IRA

NCS 265 | Self-Directed IRA Bootcamp

Quest IRA has always been holding weekly classes on IRA investing that can help you go from point A to Z really fast. This April, all these crash courses will be in a one-day self-directed IRA bootcamp. Nate Hare, Quest IRA Executive VP, explains that the event will teach different creative strategies that most people don’t know are available. Even if you haven’t heard about self-directed IRAs, Nate shares that it is going to be … Read More

EP NNA 5 – Three Big Things To Boost Your Business

NCS NNA 5 | Three Big Things

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