Podcasts about quest trust company

Kurt Power discusses the often-overlooked potential of investing in real estate through retirement accounts, particularly IRAs. He explores the logistics of transferring funds from 401k accounts to IRAs, the role of Quest Trust Company in facilitating these investments, and the importance of education in making informed financial decisions. Kurt shares his personal journey into the real estate investment world and emphasizes the need for a supportive community and professional guidance in navigating the complexities of self-directed IRAs. The discussion highlights the significance of understanding IRS regulations and the various investment opportunities available within retirement accounts. Takeaways • You can invest real estate assets in your IRA. • Many financial advisors may not be aware of IRA options. • Self-directed IRAs allow for diverse investment opportunities. • Education is key to understanding retirement account options. • Quest Trust Company provides support for IRA investments. • Networking is crucial for finding capital in real estate. • The IRS does not restrict many types of investments in IRAs. • Documentation is essential for all IRA transactions. • Investors should have a team of professionals for guidance. • The most educated client becomes the best client. Sound Bites • You can invest real estate assets in your IRA. • Self-directed is just a marketing term. • We can't give you tax legal or investment advice. • You can invest in so many things in real estate. • You can do it either way. • You have to have a good lawyer and CPA.

Welcome to Achieve Wealth Through Value-Add Real Estate Investing Podcast with James Kandasamy. . Steve Csobaji, an IRA Specialist of the Quest Trust Company shares some valuable tips and tricks for investing in real estate syndications using a self-directed IRA. . Join achieve academy and learn the multifamily investment business with the right mentorship. ☑️ Check out James Kandasamy at

When the company you've trusted for years goes through a major transition, it's natural to feel a little uncertain. But could this be the best thing for your investments? Eddie sat down with Anne Marie Rogers, a self-directed IRA expert who's been in the industry for over a decade. Recently, Quest Trust Company was acquired by Inspira Financial, and Anne Marie is here to share what that really means for investors like you. They chat about the real impact of the acquisition—how the changes are improving technology, customer service, and creating new investment opportunities. They discuss why Roth IRA's are what Eddie calls, “the holy grail”, navigating change, and how you can turn transitions into opportunities for growth. Plus, Anne Marie explains why choosing the right custodian is more crucial than ever, especially in today's uncertain market. To contact Anne Marie, email Annemarie.rogers@inspirafinancial.com. For more information on Inspira Financial, inspirafinancial.com.

When the company you've trusted for years goes through a major transition, it's natural to feel a little uncertain. But could this be the best thing for your investments? Eddie sat down with Anne Marie Rogers, a self-directed IRA expert who's been in the industry for over a decade. Recently, Quest Trust Company was acquired by Inspira Financial, and Anne Marie is here to share what that really means for investors like you. They chat about the real impact of the acquisition—how the changes are improving technology, customer service, and creating new investment opportunities. They discuss why Roth IRA's are what Eddie calls, “the holy grail”, navigating change, and how you can turn transitions into opportunities for growth. Plus, Anne Marie explains why choosing the right custodian is more crucial than ever, especially in today's uncertain market. To contact Anne Marie, email Annemarie.rogers@inspirafinancial.com. For more information on Inspira Financial, inspirafinancial.com.

Many people are unaware that they can invest real estate assets in their IRA. Kurt Power from Quest Trust Company joins the conversation to shed light on this topic. Financial advisors often don't inform their clients about this option, either because they are unaware or because they have their own interests in mind. Quest Trust's mission is to educate people about the possibilities of investing in real estate through their retirement accounts. They emphasize the importance of lowering tax liability and using IRAs as a wealth-building strategy. Quest Trust provides fast processing times and dedicated specialists to help clients navigate the process of moving funds from a 401k to an IRA. They also offer resources and events to educate clients and provide networking opportunities. The conversation highlights the importance of having a power team, including attorneys and CPAs, to ensure proper bookkeeping and compliance with IRS rules. Takeaways • Investing in real estate assets through an IRA is a viable option that many people are unaware of. • Financial advisors may not inform their clients about this option due to lack of knowledge or conflicting interests. • Quest Trust Company's mission is to educate people about the possibilities of investing in real estate through their retirement accounts. • Lowering tax liability and using IRAs as a wealth-building strategy are key considerations. • Quest Trust provides fast processing times, dedicated specialists, and resources to help clients navigate the process. • Having a power team, including attorneys and CPAs, is crucial for proper bookkeeping and compliance with IRS rules. If you have any questions in general you can reach our office at: VastSolutionsGroup.com Phone: (888) 808-8278 Email: info@vastsolutionsgroup.com Monday-Thursday 8:00 AM – 5:00 PM (Pacific) Thank you for listening!

EPISODE 462: Only 66% of women express confidence in their ability to retire comfortably, compared to 76% of men. That is why today, more than ever, it is imperative that you gain the knowledge you need to close this gap. We know, retirement planning can be a pretty daunting subject, especially in today's market – which experts are now saying is heading into a recession –. However, planning for your retirement shouldn't be difficult if (and only if) you follow a few simple strategies to get you where you want to be during your golden years. So, if you're wondering where to start working on your retirement, this episode is for you, because in it, we sit down with an expert, the brilliant Anne Marie Rogers, Vice President of Sales and Business Development at Quest Trust Company.  After joining the company in 2013, Anne Marie has played a pivotal role in growing Quest Trust Company and identifying new business opportunities.  She has extensive knowledge of retirement planning through alternative investing and more than a decade of sales and marketing experience.  As an investor herself, Anne Marie understands both the conceptual and practical uses of self-directed IRAs, with much of her investment experience in private lending and other passive investment opportunities.  As one of the lead female public speakers at Quest Trust Company, Anne Marie is passionate about educating Americans on the benefits of self-direction.  In this episode, Anne Marie will be discussing the tax-free gains on real estate investments within self-directed IRAs, how to approach retirement planning holistically, the biggest mistakes you can make while planning your retirement, the importance of closing the retirement confidence gap, and more. Ready to maximize your retirement benefits? Then run, don't walk, and listen to this episode now! Key Takeaways:  Introduction (00:00) Meet Anne Marie (00:31) How to identify a comfortable retirement (02:28) Don't make these mistakes (05:05) Is it too late for you? (09:12) Self-directed IRA myths (17:43) Retirement planning in the gig era (24:02) Additional Resources: ✨ Connect with Anne Marie  Do you have any questions about retirement planning? Get in touch with Anne Marie: investher@questtrust.com  Download Going Solo - The Wealth Building 401k for Entrepreneurs: https://lp.constantcontactpages.com/sl/XyipZvF Schedule a call with Quest Trust Company: https://calendly.com/iraspecialist/investher-30-minute-consultation?month=2024-03 Follow Quest Trust Company on Facebook: https://www.facebook.com/QuestTrustCompany Learn more about Anne Marie's work: https://www.questtrustcompany.com/ --  ⚡ Join the InvestHER Movement Get your ticket for InvestHER CON 2024: https://www.therealestateinvesther.com/investhercon Join our FREE Facebook group for women in real estate: https://www.therealestateinvesther.com/facebook-community-group Join the InvestHER Community: https://www.facebook.com/groups/therealestateinvesther/ Apply for your STRIVE Membership here: https://www.therealestateinvesther.com/membership Join our InvestHER Meetups: https://www.therealestateinvesther.com/meetups Schedule a discovery call with us: https://mentorship.therealestateinvesther.com/ -- The Real Estate InvestHER Show is a podcast by women for women all over the world who want to learn how to invest in real estate, grow their portfolio, and develop the mindset that allows them to run successful businesses while taking care of their families and – most importantly – taking care of themselves. Follow us for more! Learn more about your ad choices. Visit megaphone.fm/adchoices

EPISODE 462: Only 66% of women express confidence in their ability to retire comfortably, compared to 76% of men. That is why today, more than ever, it is imperative that you gain the knowledge you need to close this gap. We know, retirement planning can be a pretty daunting subject, especially in today's market – which experts are now saying is heading into a recession –. However, planning for your retirement shouldn't be difficult if (and only if) you follow a few simple strategies to get you where you want to be during your golden years. So, if you're wondering where to start working on your retirement, this episode is for you, because in it, we sit down with an expert, the brilliant Anne Marie Rogers, Vice President of Sales and Business Development at Quest Trust Company.  After joining the company in 2013, Anne Marie has played a pivotal role in growing Quest Trust Company and identifying new business opportunities.  She has extensive knowledge of retirement planning through alternative investing and more than a decade of sales and marketing experience.  As an investor herself, Anne Marie understands both the conceptual and practical uses of self-directed IRAs, with much of her investment experience in private lending and other passive investment opportunities.  As one of the lead female public speakers at Quest Trust Company, Anne Marie is passionate about educating Americans on the benefits of self-direction.  In this episode, Anne Marie will be discussing the tax-free gains on real estate investments within self-directed IRAs, how to approach retirement planning holistically, the biggest mistakes you can make while planning your retirement, the importance of closing the retirement confidence gap, and more. Ready to maximize your retirement benefits? Then run, don't walk, and listen to this episode now! Key Takeaways:  Introduction (00:00) Meet Anne Marie (00:31) How to identify a comfortable retirement (02:28) Don't make these mistakes (05:05) Is it too late for you? (09:12) Self-directed IRA myths (17:43) Retirement planning in the gig era (24:02) Additional Resources: ✨ Connect with Anne Marie  Do you have any questions about retirement planning? Get in touch with Anne Marie: investher@questtrust.com  Download Going Solo - The Wealth Building 401k for Entrepreneurs: https://lp.constantcontactpages.com/sl/XyipZvF Schedule a call with Quest Trust Company: https://calendly.com/iraspecialist/investher-30-minute-consultation?month=2024-03 Follow Quest Trust Company on Facebook: https://www.facebook.com/QuestTrustCompany Learn more about Anne Marie's work: https://www.questtrustcompany.com/ --  ⚡ Join the InvestHER Movement Get your ticket for InvestHER CON 2024: https://www.therealestateinvesther.com/investhercon Join our FREE Facebook group for women in real estate: https://www.therealestateinvesther.com/facebook-community-group Join the InvestHER Community: https://www.facebook.com/groups/therealestateinvesther/ Apply for your STRIVE Membership here: https://www.therealestateinvesther.com/membership Join our InvestHER Meetups: https://www.therealestateinvesther.com/meetups Schedule a discovery call with us: https://mentorship.therealestateinvesther.com/ -- The Real Estate InvestHER Show is a podcast by women for women all over the world who want to learn how to invest in real estate, grow their portfolio, and develop the mindset that allows them to run successful businesses while taking care of their families and – most importantly – taking care of themselves. Follow us for more! Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you interested in exploring investment opportunities available through your self-directed IRA? If so, this episode is for you. Join us as we chat with Kurt Power about leveraging your retirement account to invest in various alternative assets, empowering you to take control and achieve your retirement goals.     Key Takeaways To Listen For Self-directed IRA: What it is, how it works, and its advantages Do's and don'ts and pros and cons of investing with a self-directed IRA:  Tax benefits of investing using a self-directed IRA An event to help you learn more about alternative investments How does borrowing against your IRA work?     Resources/Links Mentioned In This Episode Pinnacle Storage Properties Time Heritage Fidelity Investments TD Ameritrade YouTube Emotional Intelligence by Daniel Goleman | Kindle, Hardcover, and Paperback Traction by Gino Wickman | Kindle, Hardcover, and Paperback Be Useful by Arnold Schwarzenegger | Kindle, Hardcover, and Paperback   Open your mind to new strategies and network with like-minded professionals at the Quest Expo this June 27-29 in Las Colinas, TX. Get your tickets now at https://questexpo.com/ to embark on an extraordinary journey as an alternative investor this 2024!     About Kurt Power Kurt is the Business Development Manager for Quest Trust Company and has been involved in alternative investment space for ten years now in various roles. He is a certified IRA service professional, the former Vice President of investor relations, and the former sales manager for Think Realty. In the pursuit of becoming even better, Kurt later found himself in the alternative investment industry, continuing his mission to share his passion with other people.     Connect with Kurt Website: Quest Trust Company LinkedIn: Kurt Power YouTube: Quest Trust Company Phone Number: (855) 386-4727     Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.     Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

In this episode, host Vinki Loomba is joined by Derreck Long, a Senior IRA Specialist at Quest Trust Company. The conversation is a deep dive into self-directed IRAs and leveraging these instruments for tax-free investing in real estate.Discover innovative strategies to amplify your wealth through real estate investments using your retirement accounts while navigating the complexities of tax codes and legal frameworks.In this episode, Vinki & Derreck explore:✅ Derreck Long's Journey and Role at Quest Trust Company✅ Leveraging 401(k) for Real Estate Syndications: Insights and Techniques✅ Understanding the Concept and Benefits of Self-Directed IRAs✅ The Role of Custodian Accounts in Individual Retirement and Investing✅ Comparative Analysis of Different Custodian Companies and Investment Options✅ The Potential and Risks of Using Retirement Accounts in Real Estate Investments✅ Navigating Tax Implications and Strategies in IRA Investments✅ Key Insights into Achieving Financial Freedom Through Tax-Free InvestingDerreck Long, with his extensive experience in government relations, tax code, and law changes, brings invaluable knowledge to the discussion. His insights are particularly beneficial for individuals looking to use self-directed IRAs to invest in real estate, thereby maximizing their retirement savings in a tax-efficient manner.His expertise demystifies the complex world of IRA investments, providing practical financial growth and freedom strategies.This episode is a must-listen for anyone looking to diversify their investment portfolio using retirement accounts and those seeking to deepen their understanding of the intricacies of tax-free investing in the real estate market. Contact Derreck Long - https://www.linkedin.com/in/derreck-long-46990a224/The book mentioned in the podcast

On this episode of Passive Income Pilots, Tait and Ryan interview Derreck Long.Derreck Long, a former Senior IRA Specialist at Quest Trust Company, recently joined Eckard Enterprises. Eckard Enterprises is a family-owned and operated alternative investment and asset management firm specializing in the U.S. oil and gas industry. Derreck became a Self-Directed IRA and Solo 401K Expert in 2017. He received a CISP from the American Banking Association, spoke at hundreds of events around the United States, and even participated in lobbying efforts with Congress.Derreck talks about how his transition from his role in self-directed IRAs to the energy sector reflects continuous learning and growth. He talks about the intricate process of drilling operations and the substantial tax deductions available to investors. He discusses the future of mineral rights ownership, likening it to real estate investment with the potential for an emerging secondary market. Derreck also touches on the legal intricacies, weighs in on political policies, and speculates on technological advancements that could revolutionize this niche.Enjoy the show!Show notes:(0:00) Intro(3:15) How Derreck migrated to Eckard(5:14) How oil and gas investing works(14:49) How to earn from this investment(17:14) Tax write-offs(18:43) Owning mineral rights(25:56) Opportunities in the coming year(30:01) Tax benefit on royalty interest(34:45) Mineral rights investors(39:11) Downside of mineral investments(41:40) Owning the land but not the mineral rights(43:37) Resource or book recommendations(45:44) How to reach Derreck(46:17) Outro*Connect with Derreck:* Website: https://eckardenterprises.com/Phone: 832-840-1161 (send a text/SMS first)---You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Reach out to the hosts:Email: passiveincomepilots@gmail.comTait DuryeaCEO Turbine Capitalturbinecap.comRyan GibsonCIO Spartan Investment GroupLegal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group.The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts.Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended.Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing....

On this episode of Passive Income Pilots, Tait and Ryan interview Derreck Long.Derreck Long is a Senior IRA Specialist at Quest Trust Company. Quest manages IRAs for “alternative” investments like real estate, notes, oil and gas, and private placements, among many others. Derreck became a Self-Directed IRA and Solo 401K Expert in 2017. He received a CISP from the American Banking Association, spoke at hundreds of events around the United States, and even participated in lobbying efforts with Congress. Derreck provided valuable insights into the workings of self-directed IRAs, including ways to get money into retirement accounts. He touches on the contribution limits for different types of retirement accounts and the process of rolling over a Thrift Savings Plan (TSP) account. He discussed the complex terminology of self-directed IRAs, like Unrelated Debt-Financed Income (UDFI) and Unrelated Business Income Tax (UBIT). Understanding these terms is vital as they can impact the taxation of IRA investments. Derreck also highlighted the potential impact of new tax laws on custodian investments. Enjoy the show!Show notes:[1:31] Self-directed IRAs and custodians[3:39] Active employer funds vs. external funds[4:53] What you can put in an IRA[7:02] Getting money into a retirement account[10:46] Setting up a self-directed IRA[12:18] Informing the old plan provider[14:52] Choosing the right custodian for self-directed investments[17:58] Specialized custodians for different types of investments[20:38] Contribution limits and consolidation of retirement accounts[21:25] Rolling over TSP to an IRA[23:10] Importance of due diligence and working with experts[25:28] Personalized customer service and assistance with IRAs[29:24] Syndicators avoiding IRAs due to plan asset regulations[33:53] IRAs and depreciation[35:21] History of UDFI[37:34] UDFI, UBIT and taxes[41:18] Introduction to retirement accounts[43:46] Choosing between Roth and traditional IRA[45:14] Custodian fees[49:03] How to reach out to Derreck[50:50] OutroLinks mentioned:#10 - Reduce Your Taxes & Maximize Returns Using PROVEN Investment Strategies with Toby Mathis - https://podcasts.apple.com/us/podcast/10-reduce-your-taxes-maximize-reLegal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group.The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts.Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended.Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing....

Is your 401k going to get you all the way to retirement? If you're relying on stocks only, you may be surprised to find you won't have the amount you thought. Eddie sat down with Derreck Long from Quest Trust Company, to discuss self-directed IRA's and how the Silcon Valley Bank fail sent a ripple effect all the way down to the consumer level. They chat about the benefits you could be missing out on, diversification, and how you can use other asset classes other than real estate in your self-directed IRA. Plus, they talk about the power of community in the investing space and Derek gives his advice for a novice investor. For more information, visit questtrust.com.

Is your 401k going to get you all the way to retirement? If you're relying on stocks only, you may be surprised to find you won't have the amount you thought. Eddie sat down with Derreck Long from Quest Trust Company, to discuss self-directed IRA's and how the Silcon Valley Bank fail sent a ripple effect all the way down to the consumer level. They chat about the benefits you could be missing out on, diversification, and how you can use other asset classes other than real estate in your self-directed IRA. Plus, they talk about the power of community in the investing space and Derek gives his advice for a novice investor. For more information, visit questtrust.com.

Don't miss this very informative episode! We sit down with Quest Trust Company's IRA Specialist, Nicole Bacot, to discuss the advantages of opening a self-directed IRA. --About the guest:Nicole Bacot is an IRA Specialist at Quest Trust Company. She started her Quest Trust Company journey in November of 2020 and has 15 years of experience in the financial services industry. Starting off in the Trust Industry, Nicole managed the Retirement Services division at Regions Morgan Keegan Trust. In that role Nicole helped design 401(k) plans for multi-person employers. She also managed an $80,000,000 book of business and gave education to the employees of the companies stressing the importance of saving for retirement and how to do so. Her role also allows her broad education and experience give amazing customer service and will continue to grow in her role here at Quest Trust Company. Mrs. Bacot has been married for fifteen years and the couple share two sons, Travis and Townes. Connect with Nicole Bacot and Quest Trust Company (QTC): QTC Website: https://www.questtrustcompany.com/QTC Phone: 281-492-3434QTC Email: iraspecialist@questtrust.com Episode Highlights✔️ Instilling financial literacy in children✔️ The risk of poor retirement planning✔️ What is a self-directed IRA? What are the advantages/disadvantages of an SDIRA?✔️ Using retirement funds to invest in the private investment world✔️ What types of investments can be held in an SDIRA?✔️ Converting your 401(k) to a SDIRA--❓ WANT TO LEARN MORE?Apartment Syndication FAQ Reference Sheet

A self-directed IRA (SDIRA) gives you more control over your investments than a standard IRA and can help you diversify your investments within your retirement account. It allows you to invest in what you know best instead of forcing you to choose from a limited set of options determined by your IRA provider. Today's guest, Juan Deshon, is an IRA specialist at Quest Trust Company is a self-described, certified nerd when it comes to IRA accounts. Juan explains the critical difference between a self-directed IRA and a solo 401(k), why you might need a custodian for your IRA, and how to find one that suits your needs. Join in to learn more about how you can make the most out of your retirement funds through a self-directed IRA! To see the full show notes and transcript, click here.Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors' Community.Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

This recording features Derreck Long, the Senior IRA Specialist at Quest Trust Company. If you wanted to become wealthy you had to do what others won't—this led Derreck Long to become a Self-Directed IRA and Solo 401K Expert in 2017. Since then he has earned multiple certifications, including a CISP from the American Banking Association, spoken at hundreds of events across the U.S., and even partaken in Lobbyist efforts with Congress. Derreck puts forth the basics of Self Directed IRA and shares how you can make the most out of your IRAs and utilize them to run businesses, get tax deductions. Connect with Derreck on LinkedinGrab your freebie - Tips for Multifamily Investing at www.ushacapital.comFound this episode insightful? Show us some love by spreading the word on social media or  rating and reviewing the show here - https://podcasts.apple.com/us/podcast/multifamily-ap360/id1522097213Follow Rama on socials!LinkedIn | Meta | Twitter | InstagramConnect to Rama KrishnaE-mail: info@ushacapital.comWebsite: www.ushacapital.comTags: BusinessMultifamily ApartmentDisruption Works Chit Chat - Chatbots, Voicebots & Automation, with the odd lobster!Lively chats about discussing how to automate your conversation without annoying customersListen on: Apple Podcasts Spotify

Welcome to Achieve Wealth Through Value-Add Real Estate Investing Podcast with James Kandasamy. . Steve Csobaji, an IRA Specialist of the Quest Trust Company shares some valuable tips and tricks for investing in real estate syndications using a self-directed IRA. . Join achieve academy and learn the multifamily investment business with the right mentorship. ☑️ Check out James Kandasamy at

Welcome to Achieve Wealth Through Value-Add Real Estate Investing Podcast with James Kandasamy. Steve Csobaji, an IRA Specialist of the Quest Trust Company shares some valuable tips and tricks for investing in real estate syndications using a self-directed IRA. Join achieve academy and learn the multifamily investment business with the right mentorship. ☑️ Check out James Kandasamy at

Welcome to the 7th Season and 2.0 Version of the Naked Notes Podcast! This season is so chock full of surprises and ADVANCED topics we had to give it the proper upgrade!   The longest-running note investing podcast in America has upgraded to 2.0 and you're going to love it! Join Jasmine Willois and Natosha Navarro as they continue to make learning about 1st position mortgage note investing fun, energetic, and good for your SOUL!  Seasons 1-6 broke you in and prepared you for your #notejourney, Season 7 and beyond show you the long-term results of finding the right community and asset class. Join the mortgage note investing team with over 10 years of credibility and a proven track record by taking the first step to tune in! Grab merch and more on the Naked Notes Podcast website, http://www.nakednotespodcast.com Season 7 is sponsored by our favorite note training program NAP! (The Note Assistance Program) www.noteassistanceprogram.com 

Using capital through a self-directed IRA is a beneficial strategy, but now that Congress is cracking down, what does that mean for you? What are the risks to using checkbook control? Our guest Derreck Long from Quest Trust Company discusses the strategies to make self-directed IRA's work for you! To receive more information on the services Quest Trust Company and Derreck Long offer, visit QuestTrustCompany.com.

Using capital through a self-directed IRA is a beneficial strategy, but now that Congress is cracking down, what does that mean for you? What are the risks to using checkbook control? Our guest Derreck Long from Quest Trust Company discusses the strategies to make self-directed IRA's work for you! To receive more information on the services Quest Trust Company and Derreck Long offer, visit QuestTrustCompany.com.

Need money to invest in your next mortgage note venture? Then you can't afford to pass this episode. Our special guest in this episode is also our SEASON 6 sponsor QUEST TRUST COMPANY! Affectionately called, "Alternative Investment Central" within the #NAPNATION, this firm is pivotal to your success as an investor. In this episode learn to access hidden cash reserves that can be used to accelerate your financial goals. Derreck Long graces us with his presence and knowledge on kickstarting your financial freedom. According to CNBC, there are over 4Trillion dollars on the sidelines, taking time out from Wall Street. These dollars are seeking alternative investments and finding a home with firms like QUEST! Raising capital for your next note purchase has never been so easy when you have the right resources in your corner. 60% of the #NAPNATION community invest with SDIRA funds, this statistic acts as the catalyst for this episode. To join the community check out www.noteassistanceprogram.com and find out where the next public meeting will be held, virtually and in person. For more information on the meetings go to the meetup page https://www.meetup.com/nationwide-note-buyers-napnation-note-assistance-program/  Join the ladies on their mission to Let NO retirement account go UNDERFUNDED, by taking the proper precautions and listening to this episode. This podcast was built to build stronger individual investors of our favorite vehicle mortgage notes! The Naked Notes Podcast © is brought to you by Quest Trust Company a leading resource for investors looking to roll over old IRAs or 401ks. (https://www.questtrustcompany.com/) The Note Assistance Program(™) and is an educational podcast built to supplement the education and experiences novice note investors have throughout their note life. Join the movement to leave NO retirement account UNDERFUNDED! Contact the ladies at 855 541 6683

Today I have a very special guest….an FBI agent that translates Russian documents!  Ok, so that was in a past life but NOW Derreck Long is a Senior IRA Specialist at Quest Trust Company.Not only does Derreck help clients self-direct their old 401ks and IRAs, he self-directs his retirement accounts as well!  From note lending to fix and flip real estate, Derreck does the majority of his investing in his retirement account at Quest and educates customers on what account they should open. Should you have a Roth IRA?  Traditional IRA?  Solo 401k?  Or a combination?  Derreck and I will talk about the pros and cons of each and how they may benefit you.And remember, be sure to register for the 2022 Spartan Summit, where the main speaker will be none other than DAYMOND JOHN from the Shark Tank!  Use promo code FREEDOM22 to get 10% off your ticket while supplies last! Now less than a MONTH away!Helpful Resources:Quest TrustEmployee Retirement Income Security Act (ERISA)Swanson v. CommissionerMcNulty v. CommissionerSpartan Summit – meet Daymond John AND myself in February!Connect with Derreck and Quest855-FUN-IRAS (855-386-4787)iraspecialists@questtrust.comStay connected with Wealth and Freedom Nexus!Instagram Twitter      YouTube   www.wealthandfreedomnexus.comWant to support the show?  Buy me a coffee or become a Patreon member!As always, be sure to follow, subscribe, rate and share this podcast with other like-minded individuals who are in pursuit of wealth and freedom!

Self-directed IRAs are not a new concept but people are still unaware of the benefits it can bring. In today's episode, we have Juan Deshon from Quest Trust Company to uncover what self-directed IRAs are and how you can take advantage of them!    Juan Deshon has been working for Quest Trust Company for 5 years now and he is my personal self-directed IRA representative. I've had great success through him and his company and I want you to learn how to do it too.    Listen to this episode so you can have a better understanding of what makes a self-directed IRA different from other IRAs and what the benefits are for you!    Key Talking Points of the Episode   [00:00] Introduction [00:56] Who is Juan Deshon? [01:38] What is a self-directed IRA? [02:31] Quest and their self-directed IRAs [03:30] What does Quest do? [04:25] Who is ideal for a self-directed IRA? [06:08] The ease of transacting with Quest [06:43] What is a rollover?  [07:00] Finding your investment [08:14] Distribution from retirement accounts [09:43] Are there prohibited investments? [10:50] Investing in private lending [11:25] Private lending's passive nature [12:57] Different ways to take advantage of the IRA [14:04] Real estate syndications [14:30] IRS restrictions for IRA accounts [15:51] Depreciation and leverage with IRA [16:41] Investment vehicles for self-directed IRAs [17:55] What are the mistakes people can avoid? [19:31] Quest Trust Company   Quotables   “The self-directed IRA is still an IRA. It's actually just a marketing term.”   “A self-directed one means that you can invest into non-traditional assets. If the term ‘self-directed' is not there, it will most likely mean you cannot invest in non-traditional assets, or mostly in the stock market in general.”   “You have to use an intermediary - you have to use us to do the same thing, except the asset class is changing.”   “By keeping it in the IRA, keeping it under the hands of a custodian like us, you're not being taxed until you decide ‘I wanna retire and do something with that personally'.”   “Everyone can take advantage of a self-directed IRA, but someone that really should be able to jump into this right now, today is gonna be someone that has an entrepreneur mindset that wants to get out of the stock market.”   “The whole point of it is you have an end goal and we're gonna help you get to it.”   “A rollover is a fancy word for the movement between an employer plan to an IRA.”   “Now we've moved funds over from the 401K plan in this situation, now you have to find your opportunity and this is where self-direction comes into play. Quest won't give you a list of opportunities.” “My returns go into my retirement account. It's not my money until I distribute it.”   “Most Americans coming from 401K plans, they're probably gonna be taxed by the end of the retirement stage.”   “If they can't value it correctly, the IRS can't tax you properly.”   “I think IRAs are designed to be fairly passive.”   “A savvy investor has to really up their knowledge when it comes to IRAs and really plan far ahead.”   “Depreciation is completely taken out of your hands. Leverage isn't completely taken out of your hands, but you have to get what's called a ‘non-recourse loan'.”   “Just a little bit of education can get you a long way.”

On this episode of the Real Estate Power Play Podcast with Mark Monroe, Gabe Rodarte featuring Derreck Long with Quest Trust Company gave a brief introduction on what he does at Quest Trust Company as a Retirement Custodian. They discussed how the infrastructure Bill will change your Real Estate strategy. In addition, on this episode of the Real Estate Power Play Podcast with Mark Monroe, Gabe Rodarte featuring Derreck Long with Quest Trust Company discussed what a Credited Investor is and how this works with the 3 types of Entities in IRA. They also talked about the options to help how to Hands off IRA and how it is affecting the Real Estate space.On top of the discussion on this episode of the Real Estate Power Play Podcast with Mark Monroe, Gabe Rodarte featuring Derreck Long with Quest Trust Company addressed how to invest in IRA, how to use a Private Lender, and build credibility. They also included advice and a list of exciting things for newbies. Lastly, the provided information for Stock Option Plans and the Quest Trust Company.On this episode of the Real Estate Power Play Podcast with Mark Monroe, Gabe Rodarte featuring Derreck Long with Quest Trust Company talked about: Quest Trust CompanyHow Derreck got involved in the Infrastructure BillWhat is an accredited InvestorHow the Infrastructure Bill worksThree types of entities from IRS and how it worksHow Bills are created and proposedWhat are the options and what are they doing for Hands off my IRAWhat is happening at the Real Estate SpaceSocial BillHow to Invest using IRAUsing a Private LenderAdvice for NewbiesHow to Build a NetworkExciting things for startersSyndicationsStock Option PlansConnect with Derreck Long and Quest Trust Company Derreck Long: https://bit.ly/3lSn1FQ Quest Trust Company: Website: https://bit.ly/31JqBv1Linkedin: https://bit.ly/3yuninvConnect with Real Estate Power Play Podcast Hosts:Facebook: https://bit.ly/3mMZcAiMark Monroe: https://linktr.ee/markmonroeRonald Walker: https://bit.ly/3HLypwMMarty Grizzanti: https://bit.ly/3FJHggDGabe Rodarte: https://bit.ly/3HIezCq 

People miss out on investments, deals, and life-changing opportunities because they don't want to get started. Chris Seveney and Jamie Bateman welcome Derreck Long, the Quest IRA Specialist at Quest Trust Company. Derreck shares with Chris and Jamie how Quest Trust helps people use their retirement accounts to invest in real estate assets. When you look at any investment, figure out if it's a passive investment or not. Do you want to know tips on what to do next? Then this episode's for you. Tune in!Love the show? Subscribe, rate, review, and share! https://7einvestments.com/podcast/

Kurt Power, a Certified IRA Specialist at Quest Trust Company, joins us to discuss investing using retirement funds and the amazing power of real estate investing through your self directed ira. Connect with Kurt & Quest Trust at https://www.questtrustcompany.com/. To join the DJE Investor list visit https://djetexas.com/access. For multifamily mentoring visit https://www.apartmenteducators.com Transcript Devin Elder: […]

Get ready to become a better mortgage note investor! This episode introduces you to one of the #NAPNATIONS most prized vendors. Learn how our community leverages our preferred, nationwide vendors to make sure we can profit anywhere and at anytime. Jasmine Willois, the President of The Note Assistance Program, dives into one of her deals in Newark,NJ and describes how the "impossible" was done and her team captured a substantial profit in less than 12 months. Do not miss this chance to hang with current and active note investors as they share their recent stories to help you navigate a smoother note journey.  Special Guest Joe Iafigliola is vice president of vendor management for Safeguard Properties Inc. About Safeguard  Safeguard Properties is the mortgage field services industry leader, preserving vacant and foreclosed properties across the U.S., Puerto Rico, Virgin Islands and Guam. Founded in 1990 by Robert Klein and headquartered in Cleveland, Ohio, Safeguard provides the highest quality service to our clients by leveraging innovative technologies and proactively developing industry best practices and quality control procedures. Consistent with Safeguard's values and mission, we are an active supporter of hundreds of charitable efforts across the country. Annually, Safeguard gives back to communities in partnership with our employees, vendors and clients. We also are dedicated to working with community leaders and officials to eliminate blight and stabilize neighborhoods. Safeguard is dedicated to preserving today and protecting tomorrow.  Website: www.safeguardproperties.com. Join the ladies on their mission to Let NO retirement account go UNDERFUNDED, by taking the proper precautions and listening to this episode. This podcast was built to build stronger individual investors of our favorite vehicle mortgage notes! The Naked Notes Podcast © is brought to you by Quest Trust Company a leading resource for investors looking to roll over old IRAs or 401ks. (https://www.questtrustcompany.com/) The Note Assistance Program(™) and is an educational podcast built to supplement the education and experiences novice note investors have throughout their note life. Join the movement to leave NO retirement account UNDERFUNDED! Contact the ladies at 855 541 6683  

On Real Estate Mortgage Shoppe we are going to be looking at ways real estate investors free up the funds they need to invest in real estate. I will be sharing some stories of how I have seen my mortgage clients come up with funds to reinvest. Kurt Power of Quest Trust Company will be sharing some examples and do's and don'ts on how he his customers use a self-directed IRA to build wealth.

Does it take millions to start off with note investing? Nope. This episode the Naked Notes ladies discuss some of the many opportunities that can be found investing in small balance low payment performing notes. The perfect pairing for some of the few accounts offered by our sponsor QUEST TRUST COMPANY. Tune in as the ladies get the listeners riled for the little guys on the tape. America thrives on diversity, so can your financial plan, learn how the #NAPNATION is utilizing all the scraps left over from the hedge funds.  Join the ladies on their mission to Let NO retirement account go UNDERFUNDED, by taking the proper precautions and listening to this episode. This podcast was built to build stronger individual investors of our favorite vehicle mortgage notes! The Naked Notes Podcast © is brought to you by Quest Trust Company a leading resource for investors looking to roll over old IRAs or 401ks. (https://www.questtrustcompany.com/) The Note Assistance Program(™) and is an educational podcast built to supplement the education and experiences novice note investors have throughout their note life. Join the movement to leave NO retirement account UNDERFUNDED! Contact the ladies at 855 541 6683  

What makes the #NAPNATION tick? If you didn't know, the Note Assistance Program has been around for over 10 years now and this podcast for over 3! That creates quite the robust community; affectionately known as the #NAPNATION we consist of a WIDE range of investors from different countries, backgrounds and even cultures who come together in the name of 1st position mortgages. Learn about the glue that keeps the community investing together and the profits that keep us coming back for more. "Investorship" is a term coined by the Note Assistance Program to reflect the unique relationships its community has and why they are so strong. Tune in to witness the alchemy performed regularly and get a better understanding of what makes us tick! The Naked Notes Podcast © is brought to you by The Note Assistance Program(™) and is an educational podcast built to supplement the education and experiences novice note investors have throughout their note life. Join the movement to leave NO retirement account UNDERFUNDED! Contact the ladies at 855 541 6683 This episode is brought to you by our FAVORITE sponsor QUEST Trust Company. If you are interesting in accessing your rollover funds like Alecia did to purchase notes, contact Haley Gant at https://www.questtrustcompany.com/ 

In this episode, Thomas Castelli here is joined with Nathan Long, Certified IRA Services Professional (CISP) and President of Quest Trust Company. Today we discuss building wealth through self-directed retirement accounts plus the wealth-building power of Health Savings Accounts aka HSAs. Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors To grab the recordings from the 2021 Tax and Legal Summit visit: www.recordings.taxandlegalsummit.com/ today! For a free consultation from The Real Estate CPA visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Like us on Facebook www.facebook.com/realestatecpa The Real Estate CPA podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

Welcome to a reunion of the most successful members of The Note Assistance Program! Have you ever wished you were a fly on the wall for some powerhouse conversations between true BOSS Ladies? Well, to pay homage to our 100th Episode we are giving you a shot as we bring back our original W2 Ditcher Natosha Navarro and have her interview her protege Alecia Bolton also known as the fastest financial freedom fighter on the WEST!  Make no mistake even the highest paying job comes with its cost, learn how no longer being for HIRE can transform your entire outlook and financial trajectory! That's right,  you heard us; no longer looking for a job one of the side effects of note investing. Grab your favorite beverage and sit down as we shed the light on becoming the bank! Join the ladies on their mission to Let NO retirement account go UNDERFUNDED, by taking the proper precautions and listening to this episode. This podcast was built to build stronger individual investors of our favorite vehicle mortgage notes! The Naked Notes Podcast © is brought to you by The Note Assistance Program(™) and is an educational podcast built to supplement the education and experiences novice note investors have throughout their note life. Join the movement to leave NO retirement account UNDERFUNDED! Contact the ladies at 855 541 6683 This episode is brought to you by our FAVORITE sponsor QUEST Trust Company. If you are interesting in accessing your rollover funds like Alecia did to purchase notes, contact Haley Gant at https://www.questtrustcompany.com/ 

Haley Gant of Houston-based Quest Trust Company specializes in Self-Directed IRAs, a valuable tool that most American know little about. With a Self-Directed IRA, retirement investors aren’t limited to stocks, bonds, and mutual funds—allowing you to take advantage of alternative investments like real estate. Lance and Haley discuss how and why education is critical for this product, how you can navigate the waters with a large institutional custodian, some tax nuances involved, and tips for evaluating the wide array of custodians available to you.

In today's episode, of Passive Wealth Show Haley Gant, CISP from Quest Trust Company joins Bill & Wendy. They will talk about  Quest Con Live 2.0 and all things connected with Self-Directed IRAs. Haley Gant, CISP is an IRA Specialist based in Houston. She handles all questions about Self-Directed IRAs and investment options for clients and prospects. She also establishes business relationships with like-minded companies. Timestamp: 0:01 - Teaser - “Let's hear Haley's story and more about Quest Con Live 2.0! ” 0:52 - Introduction 2:23 - Today's guest: Haley Gant 4:34 - Why did you choose to work with a Self-Directed company? 11:25 - Quest Trust events 13:00 - Quest Con Live 2.0 15:25 - Importance of being educated in Self-Directed IRA 17:30 - Where you can invest in your Self-Directed IRA? 24:28 - https//www.CarolinaHardMoney.com Carolina Capital is a hard money lender serving the needs of the “Real Estate Investor” and the "Small Builder" borrower who is striving to build wealth and generate income for themselves and their families. We offer “hard money rehab loans” and "Ground-up Construction Loans" for investors only in NC, SC, GA, VA, and TN (some areas of FL, as well). As part of our business practices, we also serve as consultants for investors guiding them to network with other investors and educating them in locating and structuring transactions. Rarely, if ever, will you find a hard money lender willing to invest in your success like Carolina Capital Management. Listen to our Podcast: https://thealternativeinvestor.libsyn.com/ Subscribe: http://thealternativeinvestor.libsyn.com/rss Visit our website: https://carolinahardmoney.com Facebook: https://www.facebook.com/CarolinaHardMoney/ #Northcarolinahardmoneylenders #Southcarolinahardmoneylenders #HardMoney #RealEstateInvesting #realestatefinancing #mortgage #privatelending

How can you build wealth faster using your IRA? Many people don't know some of the benefits of using money from their IRA to fund alternative investments like real estate until they get educated. In today's episode, Haley Gant shares her amazing passion for educating investors about Self-Directed IRAs and what their company does differently for people's retirement. Learnings From This Episode: Reasons Why People Should be Self Directing Their IRAs and What are the Benefits from ItTwo Things that You Cannot Invest Within an IRA Based on IRS RulesWhat is ROBS Plan (Roll Over for Business Startup)What Makes Quest Trust Different from Other IRA Companies Advantages Health Savings Account (HSA)Why Most People Use Health Savings Account More Than Other IRAs Haley Gant is a Certified IRA Specialist with Quest Trust Company, and has a passion for educating investors across the US about self-directed IRAs and all of the options that you truly have for your retirement account. Coming from a family of real estate investors, Haley has been involved in the real estate industry since a young age, and has been with Quest since 2016.  https://www.questtrustcompany.com/iraspecialist@questtrust.com Chris Miles, the "Anti-Financial Advisor," is a leading authority on how to quickly free up and create cash flow for thousands of his clients, entrepreneurs, and others internationally! He's an author, speaker, and radio host that has been featured in US News, CNN Money, Bankrate, Entrepreneur on Fire, and spoken to thousands getting them fast financial results. http://moneyripples.com/https://www.facebook.com/moneyrippleshttps://www.youtube.com/channel/UCJS6bPY8sm53pkjiCSuBKMA

How can you build wealth faster using your IRA? Many people don't know some of the benefits of using money from their IRA to fund alternative investments like real estate until they get educated. In today's episode, Haley Gant shares her amazing passion for educating investors about Self-Directed IRAs and what their company does differently for people's retirement. Learnings From This Episode: Reasons Why People Should be Self Directing Their IRAs and What are the Benefits from ItTwo Things that You Cannot Invest Within an IRA Based on IRS RulesWhat is ROBS Plan (Roll Over for Business Startup)What Makes Quest Trust Different from Other IRA Companies Advantages Health Savings Account (HSA)Why Most People Use Health Savings Account More Than Other IRAs Haley Gant is a Certified IRA Specialist with Quest Trust Company, and has a passion for educating investors across the US about self-directed IRAs and all of the options that you truly have for your retirement account. Coming from a family of real estate investors, Haley has been involved in the real estate industry since a young age, and has been with Quest since 2016.  https://www.questtrustcompany.com/iraspecialist@questtrust.com Chris Miles, the "Anti-Financial Advisor," is a leading authority on how to quickly free up and create cash flow for thousands of his clients, entrepreneurs, and others internationally! He's an author, speaker, and radio host that has been featured in US News, CNN Money, Bankrate, Entrepreneur on Fire, and spoken to thousands getting them fast financial results. http://moneyripples.com/https://www.facebook.com/moneyrippleshttps://www.youtube.com/channel/UCJS6bPY8sm53pkjiCSuBKMA

In today's episode of Passion for Real Estate Investments, IRA Specialist at Quest Trust Company, Haley Gant, talks about self-directed IRAs. Haley grew up around real estate. Her parents became involved in real estate when she was in kindergarten and have since flipped over 1700 houses and become hard money lenders. In high school, they taught her about self-directed IRAs. After graduating from college, Haley joined Quest. Haley educates investors on how to utilize and diversify their 401k or IRAs by investing in real estate, notes, or other privately-held assets.  How do you start when you have a low maximum contribution? Haley tells us about the common misconceptions that stop people from opening an IRA, the differences between a Roth IRA and a Traditional IRA, and she gives us two reasons why we should have an IRA account.  If you want to know more about IRAs, or you're looking for an IRA specialist, this episode is for you. Highlights from the interview “Get that idea out of your head that you don't have enough to invest.” “Everyone out there should have a Roth IRA. Never underestimate the power of compounding interest. Get it started today.” “The only thing that is limited is your contributions. Your contributions are what you take from your personal funds and put into the IRA. Profit from investments – there is no cap on that.” “Not everyone can have a Roth IRA. If you are a high-income earner, you can't make a direct contribution to a Roth IRA.” “There are 7 different types of accounts that can be self-directed. Look at the whole picture.”

In today's episode of Passion for Real Estate Investments, IRA Specialist at Quest Trust Company, Haley Gant, talks about self-directed IRAs. Haley grew up around real estate. Her parents became involved in real estate when she was in kindergarten and have since flipped over 1700 houses and become hard money lenders. In high school, they taught her about self-directed IRAs. After graduating from college, Haley joined Quest. Haley educates investors on how to utilize and diversify their 401k or IRAs by investing in real estate, notes, or other privately-held assets. How do you start when you have a low maximum contribution? Haley tells us about the common misconceptions that stop people from opening an IRA, the differences between a Roth IRA and a Traditional IRA, and she gives us two reasons why we should have an IRA account. If you want to know more about IRAs, or you're looking for an IRA specialist, this episode is for you. Highlights from the interview * “Get that idea out of your head that you don't have enough to invest.” * “Everyone out there should have a Roth IRA. Never underestimate the power of compounding interest. Get it started today.” * “The only thing that is limited is your contributions. Your contributions are what you take from your personal funds and put into the IRA. Profit from investments – there is no cap on that.” * “Not everyone can have a Roth IRA. If you are a high-income earner, you can't make a direct contribution to a Roth IRA.” * “There are 7 different types of accounts that can be self-directed. Look at the whole picture.” #RealEstate #RealEstateInvesting #RealEstateInvestors

Great episode with Derreck Long of Quest Trust company.  Did this interview for those who have money in the market and want greater more solid returns.  Like Gamestop type returns.  Lol

Today we’re going to peel back the layers on how you can self-direct your retirement accounts. My good friend Derreck Long from Quest Trust Company joins me on the show to share his expertise on utilizing 401(k), IRA, and other similar funds to work for you in bigger and better ways. If you’re interested in learning more about self-directing your retirement funds and you aren’t sure where to start, this is the episode for you. You can find show notes and more information by clicking here: https://bit.ly/3pngeDX

Welcome to the Real Estate Ballers Show. Just when you think you don't have money to invest in real estate, think again. You may have access to more money to invest in real estate than you realize. In this episode, Vee and Haley Gant, a self-directed IRA specialist with Quest Trust Company, discuss self-directed 401(k)s, IRAs, HSAs, and other qualified plans. They also cover different types of real estate investments that you can invest in with the funds in these plans and real-life examples of investors who take advantage of their plans. Most highly successful real estate investors have learned how to leverage these strategies to build wealth. They utilize these retirement funds to invest in real estate in many ways. This is what this episode is about, it's a must listen to, for all real estate investors that may not know these strategies and methods.Vee, the founder of REBallers, is a franchise owner and a Developmental Agent of HomeVestors “We Buy Ugly Houses”.  Today, Vee is actively buying and selling properties in Houston, Austin, San Antonio, and Corpus Christi, TX while growing her rental portfolio of long term and short-term rentals.Follow us on Social Media:Instagram @reballersFacebook: https://www.facebook.com/REBallersLinkedIn: https://www.linkedin.com/company/reballers/Join our community:https://www.facebook.com/groups/1764098016997548Wanna be on our show? Email info@reballers.comPlease visit our sponsor, which made this episode possible: Buzz Vacation Rentals, a premier short-term and vacation rental manager in Houston and Galveston, helps investors to maximize earnings on their investment properties.  https://buzzvacationrentals.com/If you enjoy the show, would you please leave us a short review on Apple Podcast? It takes less than a minute, and it really makes a difference in helping to spread the words. I also love to read them and share them with our guests!Disclaimer: All information, content, and materials available in these episodes are designed for educational and inspirational purposes only. We are not financial advisers. We only express my opinion based on our experience. Your experience may be different. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. There is no guarantee of gains or losses on investments#therealestateballersshow #reballers

Nathan Long, as the President of Quest Trust Company, oversees the operations of the company and aids in improving the practices implemented. After joining his brother, Quincy and the Quest Trust Company team in 2007, Nathan has aided in growing the company to over ninety employees located in four different cities, with continued expansion expected in the near future. Prior to working at Quest Trust Company, Nathan was in the automotive industry for over 17 years as an upper level executive for Automotive Investment Group, AIG, and participated in growing the ABC Nissan Branch in Phoenix, Arizona. Nathan also holds the title of Certified IRA Services Professional (CISP), from the Institute of Certified Bankers. Throughout his time with Quest, Nathan has focused his time and efforts on providing superb customer service and developing excellent educational resources. As a devout vegan, Nathan loves animals and has a passion for cooking. In his spare time, he can be found working with rescued animals and travelling.   CONNECT WITH NATHAN: http://w2cap.questtrust.com KEY TAKEAWAYS: Interrupting Events in Your Life Why should you use an SIDRA to build generational wealth Setting up IRA’s for your children, good idea? Personal Examples of how Nathan has used his IRA’s for him and his children? What are benefits of leaving your IRA to your children? In your experience, what has been the best/coolest IRA investment you’ve done. What about an ugly investment? If you knew about SDIRAs long ago, what would you do differently? Episode Sponsor: http://w2cap.questtrust.com Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Anne Marie joined Quest Trust Company in 2013 and currently serves as a Sales Officer.  After graduating from St. Edward’s University with a Bachelor of Arts in Communication focused in Public Relations and Advertising, Anne Marie pursued a position as an IRA Specialist.  In 2014, she received the designation of Certified IRA Services Professional from the American Bankers Association.  Anne Marie’s strong sales background and degree focus motivated her to accept a position directing the Sales Department at Quest Trust Company.  In this role, she directly oversees all of the Houston and Dallas operations, business development and sales.  Anne Marie is one of the lead female public speakers at Quest Trust Company, and travels around the country educating investors on the benefits of Self-Directed IRAs.  She teaches Americans how to take control of their retirement through her experience at Quest and from personal experience starting to do her own note investments in her early 20s.  In 2018, she was approved by the Texas Real Estate Commission to be an instructor of real estate continuing education courses.  Additionally, Anne Marie manages the coordination of company events, including some of the largest and most successful events in the history of the company like the Quest Expo, Fright Night and the Online Boot Camp.   CONNECT WITH ANNE MARIE: http://w2cap.questtrust.com 855-FUN-IRAS KEY TAKEAWAYS: What is a Self-Directed IRA? How is it different from other retirement accounts?  What can an IRA invest into? What can it NOT invest to? Aside from just retirement accounts, what other types of accounts does Quest offer?  How can they be used? How do you find investments to do in a Self-Directed IRA What is the most popular investment you see at Quest Strangest investment you have seen? Episode Sponsor: http://w2cap.questtrust.com Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Juan Deshon was a Receiving a Bachelor’s degree in Finance at the University of Houston Juan went full time with Quest Trust in 2018. In this industry for just 3 years Juan has also accomplished receiving a title of Certified IRA Services professional (CISP), from the Institute of Certified Bankers. While at Quest, Juan has presented to groups of real estate investors wanting to learn more about their possibilities and opportunity in the retirement space across Houston. Throughout his time with Quest he has provided world class customer service, quality education and fun to our Quest team. As an IRA Specialist with Quest Trust Company, based out of the Houston Corporate office, Juan is one of the specialists who interact with the Quest clientele on a day to day basis. With over 16,000 clients at Quest, there is no question Juan has received he has not seen , answered or been tasked to resolve.  Juan loves to smoke meat on the weekend, hangout with friends and his labradoodle Goose.   CONNECT WITH JUAN: http://w2cap.questtrust.com KEY TAKEAWAYS: Why PML is popular? How does it work from an IRA standpoint? Can all IRA’s lend money? Rules against lending money Prohibited transactions (high level). Convert Your Note to Stocks How to verify your borrower is paying... Episode Sponsor: http://w2cap.questtrust.com Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Juan Deshon was a Receiving a Bachelor’s degree in Finance at the University of Houston when he went full time with Quest Trust in 2018. In this industry for just 3 years Juan has also accomplished receiving a title of Certified IRA Services professional (CISP), from the Institute of Certified Bankers. While at Quest, Juan has presented to groups of real estate investors wanting to learn more about their possibilities and opportunity in the retirement space across Houston. Throughout his time with Quest he has provided world class customer service, quality education and fun to our Quest team. As an IRA Specialist with Quest Trust Company, based out of the Houston Corporate office, Juan is one of the specialists who interact with the Quest clientele on a day to day basis. With over 16,000 clients at Quest, there is no question Juan has received he has not seen , answered or been tasked to resolve.  Juan loves to smoke meat on the weekend, hangout with friends and his labradoodle Goose.   CONNECT WITH JUAN: http://w2cap.questtrust.com 855-FUN-IRAS KEY TAKEAWAYS: Why would you want an SDIRA, who can use them? Anyone can use? Age matter? What is an SDIRA, what is the concept, high level? Roth IRA vs Self Directed IRA Why one versus the other? Do most people do both?  Any tax Reporting? How can this benefit me today? Episode Sponsor: http://w2cap.questtrust.com Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

The Real Estate CPA podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax dvice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Always consult your own tax, legal, and accounting advisors before engaging in any transaction. -- In this episode, we're joined by Nate Hare. Nate is the Executive Vice President at Quest Trust Company, a company that serves self-directed IRAs, 401(k)s, and other retirement accounts that allow you to invest in alternative assets such as real estate. Nate was also a speaker at the 2020 Tax and Legal Summit. Nate's focus at Quest Trust is dealing with investors who buy real estate and lend within retirement accounts. Today we discuss the various aspects of retirement accounts including the difference between a self-directed and regular retirement account, what you can invest in with a self-directed account, general questions he always gets, why the UDFI and Unrelated Business Income Tax (UBIT) is often a non-issue, the strangest investments Nate has ever seen, and much more. Learn more about Nate and Quest Trust: https://www.questtrustcompany.com/ Here's our special report summarizing the COVID-19 legislation: https://hubs.ly/H0nWXV40 We have created a Slack community for real estate investors to share ideas on how to protect their business and investments and to stay up to date on the laws and best practices as the coronavirus progresses. The community already has over 800 members and some great conversations are taking place: visit https://join.slack.com/t/cashflowcommuni…A59g~nnmkGfb58BNw to join! For more education about optimizing your tax position, use this guide as a resource for just about every topic that applies to you as a real estate investor: https://www.therealestatecpa.com/the-ultimate…te-investors To sign up for our Virtual Workshops visit: https://www.therealestatecpa.com/virtual-workshop/ Subscribe to our YouTube channel: https://www.youtube.com/c/therealestatecpa Like us on Facebook https://www.facebook.com/realestatecpa/

Do you think you’re savvy enough to try your hand in the real estate business with your retirement money? Do you want to be in full control of your investment and watch it grow through your own efforts? Quest Trust Company, a self-directed IRA custodian for people who want to put their retirement money on […]

Do you think you’re savvy enough to try your hand in the real estate business with your retirement money? Do you want to be in full control of your investment and watch it grow through your own efforts? Quest Trust Company, a self-directed IRA custodian for people who want to put their retirement money on alternative investments, offers you the opportunity to take your IRA and invest in basically anything that makes money, including real estate. This conveniently does away with the need for middlemen who make a ton of money from your account just by closing deals, without any assurance of investment success. In this episode, Jason Bible and co-host Robert Orfino interview company CEO, Nathan Long, who stresses the need for investors to talk with an IRA specialist and take part in the amazing educational programs the company has to offer.

Squirrel! Did you look? It can be very overwhelming to figure out which events are the right ones to attend when there are SO many to choose from. You can, and will, go through a lot of money and wasted time on events that aren't the right fit for you or don't maximize your growth potential. The ladies of the Note Assistance Program(™) breakdown what to look for when choosing the best event for you and your business. Jasmine and Natosha spent this past weekend at the Quest Trust Company expo in Houston, TX and they dedicate this episode to recapping the best of the best moments from that event. Sit back, relax, and enjoy a big "yee-haw" from The Lone Star state with the hosts of the Naked Notes© podcast.

Scott Carson talks with Haley Gant, an IRA specialist from the Quest Trust Company, about the upcoming Quest Expo. Haley teaches investors how to use their IRA or 401(k) to invest into real estate and private assets such as real estate, notes, apartments, and lots of different options. In this episode, she outlines the different events at the expo, as well the keynote speakers and the topics that they are going to be speaking on. You will surely fill your hearts and brains with all the investment opportunities you can scoop up from this grand event. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Note Closers Show community today: WeCloseNotes.com The Note Closers Show Facebook The Note Closers Show Twitter Scott Carson LinkedIn The Note Closers Show YouTube The Note Closers Show Vimeo The Note Closers Show Instagram We Close Notes Pinterest

  Finding success alone in real estate is not how it works, most especially in this time and age of connectivity. That is why coming together in one place to network and, at the same time, learn is a beneficial opportunity to grab. One great example of that is an expo, and Nathan Long, the President of Quest Trust Company, shares in this episode their Self-Directed IRA Expo. Bringing in investors, lenders, and borrowers in this event, Nathan talks about the value of having a venue to separate your obligations and duties and just build relationships with others in the industry. He shares some great investing, laying down the problem most people do in self-directing. Don't miss out on more wealth-building insights and stories about private leading and cross-collateralization as Keith Baker and Nathan start you up on some education. — Listen to the podcast here: Nathan Long on Self-Directed IRA Expo, Private Lending, And More I have the distinct pleasure of interviewing the President of https://www.questtrustcompany.com/ (Quest Trust Company), Mr. Nathan Long. Speaking of the Quest Trust Company, they are the sponsor of this episode and we’re a few days away from their Self-Directed IRA Expo. It’s an extravaganza. 2018 was a top-notch event held in Dallas, about 500 attendees came in and attended two days. This 2019, they're going to do three days and they’re expecting about 1,000 if not more. I know tickets are going fast. If you do want to get your tickets and get a 25% discount, go to http://privatelenderpodcast.com/expo (PrivateLenderPodcast.com/expo). There will be a promo code and a link that you can get a 25% off your ticket, your admission, if they still have them. Go check that out. I know they were selling like hotcakes. Back to Nathan Long. He’s the President of Quest Trust and has put on a great expo. We’re going to talk about that here. I do want to forewarn warn you that I had this great interview already mapped out and bullet-pointed and all this stuff that I was going to talk to Nathan about. All of that went out the window and we ended up shooting the breeze so to speak. Let’s get down to the brass tacks and get to the interview with Nathan Long. — I’m honored to have Nathan Long. He’s the President of https://www.questtrustcompany.com/ (Quest Trust Company). Nathan, welcome to the Private Lender Podcast. Thanks for coming on. I appreciate you having me. You’re going to be the last interview episode before the big Quest Expo. Let’s go ahead and talk about the 800-pound gorilla in the room and what a great event the https://www.questtrustcompany.com/events/quest-expo-2019-houston/ (Self-Directed IRA Expo) is. It’s so cool to hear that. When the girls came to me and said, “We want to hold one of these expos.” I told them, “No. We’re not doing that. We’re not in the expo business. That’s not what we do. We help other educators. I don’t want to feel like I’m in competition with people that are selling coaching or education.” They looked at me and said, “We’re doing it.” I said, “If you want to do this, then I have one rule. Every ticket you get, every vendor money that you get goes back into the expo. It’s a zero-profit point for Quest,” and then so many people showed up. They're so happy. I think it's because it got this momentum and the speakers got better and they got so excited. More people come and then they would add another thing or add this, they’ve constantly kept it exciting right up to the end. I know they had a little app that people were still on that app communicating months afterwards about deals and stuff and making deals on it. It was cool. I’m proud of them. They did a bang-up job last 2018. I consider myself lucky having had a table and being on a panel and being able to talk. That was fun. It was a lot bigger than I expected. I got a...

  Keith Baker gets down on the basics of private loans. The three rudimentary loan concepts upon which creative lending and private lending are built are the interest-only loan, the amortized loan, the balloon payment. Learn more about these types of payments as Keith dives into each one, and prepare to get your tickets to the Quest Trust Company Self-Directed IRA Expo in Houston this August 23rd through the 25th, 2019. You can go get a 25% discount off of those tickets at http://privatelenderpodcast.com/ (PrivateLenderPodcast.com)./Expo by using the promo code “PLPodcast.” — Listen to the podcast here: Interest Only, Amortization, And Balloons The Basics Of Loans – Part 1 I’ll be talking about the three basic or rudimentary concepts of promissory notes, lending money and structuring loans. The beauty of private lending is that you can be very creative in the way that you construct a note. I consider these productivity building blocks for the private loan that we’re going to talk about. It’s basic math accounting stuff, but I figured that I get enough questions from time to time at REIAs that it’s worth addressing. First, time is running out to get your tickets to the Quest Trust Company Self-Directed IRA Expo in Houston this August 23rd through the 25th, 2019. You can get a 25% discount off of those tickets at http://www.privatelenderpodcast.com/expo (PrivateLenderPodcast.com/expo). Use promo code PLPodcast. I also want to tell you that the Private Lender Podcast is teamed up with https://www.questtrustcompany.com/ (Quest Trust Company) and we’re going to coordinate a happy hour/meetup at The Axis Lounge in the Royal Sonesta Galleria the evening of August 22nd, 2019. That’s when after all the vendors are finished setting up, there will be vendors, speakers, sponsors of the expo. There will be attendees, VIP, general admission attendees. This is going to be a pretty dense group of people. The Quest Expo draws in people from all over the US. Because of that, we decided we’re not going to get sponsors and have email lists and chicken wings and pizza. We were trying to minimize the tire kicking and if you want to come and hobnob with these people, you don’t have to pay. You can just come on out. The food and drink will not be free. You can go to my https://www.facebook.com/PrivateLenderPodcast/ (Facebook) page for more information. I highly recommend that you come out. Let’s go ahead and get down to the brass tacks in our topic, which is the three rudimentary loan concepts upon which creative lending and private lending is built. These are quite simply the interest-only loan, my favorite. There’s amortization or the amortized loan, and as our trusty old friend, the balloon payment. I’m a big fan of the balloon payment. It’s a nice trigger for default in case you've got to get your money back through the property. It can be quite useful and you don’t see it too much on residential, but you do see a lot of balloon payments in a commercial. Let me dive into number one, and that’s the interest-only loan. There’s a supplement to this. I have an https://www.dropbox.com/s/q05v0dj4qasrowc/Episode%2081%20Amort%20Schedule.xlsx?dl=0 (amortization schedule). It’s a basic investor-friendly amortization schedule and it has an option for interest-only. You just get your monthly payment. With the interest-only loan, you don't have to worry about how much is going to principal and how much has gone to interest.https://twitter.com/intent/tweet?url=http://privatelenderpodcast.com/plp-081/&text=With%20the%20interest-only%20loan%2C%20you%20don%27t%20have%20to%20worry%20about%20how%20much%20is%20going%20to%20principal%20and%20how%20much%20has%20gone%20to%20interest.&related (Click To Tweet) The beautiful thing about an interest-only payment is if you loan somebody, say $100,000 at 12% for a year, then...

  When looking at a private loan or lending to somebody, doing due diligence is of utmost importance. You need to keep yourself safe and keep your money even safer. H. Quincy Long, the Chief Executive Officer of Quest Trust Company, talks about his due diligence process when he makes a private loan. He also talks a little bit about lending across state lines, some of the good and the bad there, and what he does to help mitigate risk and make himself feel comfortable with making that loan across state lines. Quincy has been a licensed Texas attorney since 1991 specializing in real estate, and has been a fee attorney for American Title Company. He is also the author of numerous articles on self-directed IRAs and other real estate related topics. — Listen to the podcast here: Due Diligence & Lending Out Of State with H. Quincy Long A Conversation With My first Private Lending Mentor I have a very special guest, Quincy Long, the Founder and Creator of https://www.questtrustcompany.com/ (Quest Trust Company). As many of you know, that is the self-directed IRA custodian that I use because they’re in my hometown. The whole reason why I am a private lender is because of Quest Trust Company and all the great education and networking that they have provided their clients over more than a decade now, a lot longer than that. I’m going to have Quincy talk about his due diligence process when he makes a private loan. We also get to ask him a little bit about when he lends across state lines. What are some of the good and the bad there? What he does to help mitigate risk and make himself feel comfortable with making that loan across state lines. This episode is sponsored by Quest Trust Company and their Self-Directed IRA Expo, which will be held in my hometown, Houston, this August 23rd through 25th, 2019. You can go to http://www.privatelenderpodcast.com/expo (PrivateLenderPodcast.com/expo) to get the links to the ticket and use PLPodcast as your discount code. You will receive 25% off of your tickets. I’m excited to have one of the smartest people that I know in the real estate investing world and probably on the planet in general. Let’s go ahead and get to the brass tacks and the interview with Quincy Long. — I’m honored to have Quincy Long from https://www.questtrustcompany.com/ (Quest Trust Company) on the show. Quincy, welcome to the show. Thank you for having me. Normally I would ask for your origin story, your comic book story or where you came from. I know you used to be a title attorney. You probably tell your story best. Tell us how you got to where you are now. It’s an interesting thing. I’m a serial entrepreneur. When I first started the company or the predecessor to the company, what I did is I was a fee attorney for American Title Company. I closed lots of real estate transactions and had a self-directed IRA. The guy that says I’m not only the president of a hair club for men, whatever he says, I’m a customer. I had a self-directed IRA and I had all these real estate contacts. One day my third-party administrator at the time said, “We wanted to sign affiliate offices throughout the country.” I said, “Sign me up. I’m bored with what I’m doing.” I had no idea that was my interview. Fast forward, here I am after many long years and lots of twists and turns with Quest Trust Company at Texas Trust Company in direct custodian. I fault you for getting me into private lending because it was at the predecessor company, it was in ‘08 or ‘09. I came to the free education that you were putting on in that little triangle room that held about twelve people. That was a while ago. We got most of the first floor of the building now. I know Quest Trust is pretty much the first floor. Your education room is huge with lots of IT and everything. It was those classes that I went to and took my wife to and say, “We need to do this...

Anne Marie Hollonds is the Marketing Officer for Quest Trust Company. In this role, she directly oversees all of the Houston and Dallas operations, business development and marketing. Anne Marie is one of the lead female public speakers at Quest Trust Company, and travels around the country educating investors on the benefits of Self-Directed IRAs. She teaches Americans how to take control of their retirement through her experience at Quest and from personal experience starting to do her own note investments in her early 20s. In addition to being certified as an instructor of real estate continuing education courses, Anne Marie manages the coordination of company events, including some of the largest and most successful events in the history of the company.     Follow on Jim on: Instagram: instagram.com/jimingersoll Facebook: facebook.com/renovatedhousing Twitter: twitter.com/investforever Main site: www.investingnownetwork.com MY NEXT "LIVE" EVENT: dealmaker2020live.com  

  Like most of those who get into this industry, Rashaad Rasberry saw real estate as a way to generate wealth. He did just that working as a real estate agent helping clients in their buying and selling experience. In today's episode, Keith Baker talks with Rashaad about single-family comps and ARV, as he shares his thoughts on Houston pre- and post-Harvey. Having worked with investors and cash buyers, Rashaad walks us through the differences between the two. He also goes deep into his area and talks about comps from a realtor's point of view – from what to look for in a property to the kinds of buyer behavior. — Listen to the podcast here: Rashaad Rasberry: Looking At Comps From A Realtor's Perspective How To Comp An SFR Property You’re going to get some bombs dropped on you. I'm excited about this episode, our interview with https://cpgsellshouston.com/about (Rashaad Rasberry). If you’re looking for practical tips and advice on mitigating and eliminating risks with the investment vehicle known as private mortgage lending, then you’re in the right place. If you also want to learn from my mistakes that you can avoid them and the mistakes of others, then have a seat. This is the show that is created for those who are looking to take control of their financial future by doing what it takes to create wealth in the marathon of life with old-world techniques and values. I'm looking to create a tribe of lenders that will disrupt the way we think about money, not only the way we think about money, but especially the way that we teach our kids about money. Together, we can all prosper without the too big to fail banks and brokers. This episode is sponsored by https://www.questtrustcompany.com/ (Quest Trust Company) and their Self-Directed IRA EXPO being held in Houston, my backyard, from August 23rd to 25th, 2019. I attended in 2018. I was a vendor and I'm excited to take part in the second annual Quest EXPO. Quest does go out of the way to create these wonderful networking and education opportunities that benefit all types of investors. If you’re within earshot, I highly recommend you make the trip to attend. When you do, stop by and say hi to me. I love to meet my audience. I'd love to meet other investors. I love to hear how people get creative in financing. Sometimes it’s stuff that I haven’t thought about or haven’t heard about. Go to http://privatelenderpodcast.com/expo/ (PrivateLenderPodcast.com/expo) for the link to purchase your ticket. That’s not an affiliate link. I don’t get any money. As everyone knows, I want to beat Scott Carson over at https://weclosenotes.com/ (We Close Notes). He won in 2018. He got the most tickets sold. I'd like to beat him. He’s a great guy, but I love a little friendly competition. When you go to that website, use promo code, PLPodcast, for 25% off the already low-ticket price. The bills have been paid and now it’s time to get down to the brass tax. In this episode, I have the pleasure of speaking to a new friend in the real estate investing world. I'm excited that he accepted my invitation and took time to come on the show. Let’s go ahead and start talking about single-family comps with Rashaad Rasberry. — Lender Nation, I'd like to welcome https://cpgsellshouston.com/about (Rashaad Rasberry) to the show. Thank you for coming on and agreeing to come on and allow me to abuse you with some questions. Thank you, Keith. I'm happy to be here. Hopefully, the abuse is minimized but we’ll see how we fare towards the end of the show. A little background, Rashaad and I met not through real estate, but through soccer. Our daughters played on the same team together. I see him wearing a realtor shirt. I'm like, “Real estate.” One thing led to another, one decent season of soccer with some kids. Now, here we are. I'd like you to give us a little background about yourself. Let the Lender...

“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 goals. He also shares about the importance of knowing what is going on in the world and internalizing how everything affects the global market. Knowing how expenses are going to change over time, he emphasizes the importance of diversification, having a rainy-day fund, and knowing your risk tolerance. He also touches on the Quest Expo and what their company can offer to their clients with regards to responsible investing. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Note Closers Show community today: WeCloseNotes.com The Note Closers Show Facebook The Note Closers Show Twitter Scott Carson LinkedIn The Note Closers Show YouTube The Note Closers Show Vimeo The Note Closers Show Instagram We Close Notes Pinterest

http://privatelenderpodcast.com/wp-content/uploads/2019/07/Ep-078-Graphic.jpg () Today’s episode is going to be geared for newbies or people who might be unsure how to start or where to kind of start the conversation with a potential borrower and it goes hand in hand with a sort of an announcement, I’m proud to announce. Happy to announce, relieved to announce that you can finally now get your copy of the private lenders loan application Guide and checklist over at the website, privatelenderpodcast.com and I’m going to kind of walk you through it a little bit today. So, if you have don’t have it yet. I would, you know, go get it and save this episode for later when you can sit down at a desk and kind of look through it. So if you’re running, driving to work, obviously you’re not going to be able to do those things or at the gym.   http://privatelenderpodcast.com/expo/ (Click here to get your discounted tickets for the Quest Trust Company’s Self-Directed IRA Expo) GET TO A SAFE SPOT So if you have to then go ahead and pause it and come back later. You can go to the Private Lender Podcast.com and just sign up anywhere, any sign up form that you see, name an email, fill that out and you will get the private lenders loan application Guide and checklist. And I put it together to kind of walk through a couple of ideas or themes and notions. And I’m going to go through those with you here today. I’ve always said that when it comes to a loan, I like to look at the person a their process and then the property. And that’s what I lay out in this, in this checklist, you want to know how much real estate investing experience they have if they’re just starting off or if they’re new, politely send them over to hard money lenders. That’s what they’re there for is to really help new people, new people, newbies, first-timers, be successful and let them do it with hard money, not yours. LOOK FOR GRAY HAIR That’s, that’s my suggestion. Look for what you’re, you know, if you have a borrow who’s been doing this for 20 years and they’re a flipper and they continue to flip, that’s great. That’s someone you might be comfortable with, especially if you have a good relationship with them. If you have a flipper or let’s say, let’s say you have a landlord who wants to go into flipping that process, I’m not too comfortable with because here’s somebody who has succeeded as or succeeded as a flipper, rehabber and now it’s to switch gears. I’m sorry, I just messed that up. Didn’t I? Someone who’s successful as a landlord, but now they want to switch gears and get some quick cash again. I would send them over to the hard money folks until they get a few flips under their belt. It’s a, it’s a little bit different game and I like to invest with people who know what they’re doing and stay in their lane. So that is a touch on the person you want to know if do they have, what’s the record like in not just a criminal record or any, what was their record as a person do that? Have they been arrested a lot? You know, one or two times. Okay. Or not. I’m saying, okay, but what was the, what were the circumstances behind, do they have judgments against them? Have they been sued? Because here’s it. This is where it gets tricky because I, I’m trying to think of someone who’s landlord for a very long time who at least wasn’t threatened to be sued or contacted by attorneys, by tenants that know how to game the system so to speak. Uh, and I’m not trying to condone slumlords or anything like that. It’s just I know some good people who have been sued, uh, as landlords frivolously, but, um, unfortunately sued nonetheless. BE JUDGMENTAL So if they do have judgments or they have been sued, find out why. You know, are...

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 of SEP and simple IRAs and how to set these up along with the qualified retirement plan and solo 401(k) versus SEP. Gain additional knowledge about these concepts with Rebecca's discussion on how to make processing them so much easier. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Note Closers Show community today: WeCloseNotes.com The Note Closers Show Facebook The Note Closers Show Twitter Scott Carson LinkedIn The Note Closers Show YouTube The Note Closers Show Vimeo The Note Closers Show Instagram We Close Notes Pinterest

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 wealth by using a self-directed IRA. As Derreck takes us into his journey and experiences of realizing the value of investing young, he also shows the way he is getting everyone else involved and taking care of everybody while building a network and wealth for the family. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Note Closers Show community today: WeCloseNotes.com The Note Closers Show Facebook The Note Closers Show Twitter Scott Carson LinkedIn The Note Closers Show YouTube The Note Closers Show Vimeo The Note Closers Show Instagram We Close Notes Pinterest

Our host @fuquanbilal sits down with Nate Hare the Executive Vice President of Quest Trust Company, as he shares how he got into real estate right out of college, understanding various tax sheltered vehicles, and providing the American dream through ROTH IRA's.

Our host @fuquanbilal sits down with Nate Hare the Executive Vice President of Quest Trust Company, as he shares how he got into real estate right out of college, understanding various tax sheltered vehicles, and providing the American dream through ROTH IRA's.

  Nate Hare from the Quest Trust Company shares his knowledge about self-directed IRA. Quest Trust Company is a premier self-directed IRA company that enables clients to use IRAs/401k(s) to purchase real estate, notes, private entities, and other non-traditional investments. Nate talks about what their company does, how they started out, and the aspects that make them special among many other similar companies. He also gets down on their Quest Expo and gives us a brief walk through what investors can reap from simply attending it. Learn more about self-directed IRAs and how you can invest it in this episode. Get educated to empower yourself to make good investments happen. — Listen to the podcast here: Reaping More From Your Self-Directed IRA with Nate Hare Nate Hare describes the Two Most Powerful Accounts to Grow Your Wealth My goal is to create private lenders and to show them how to help keep their money safe while building wealth with old world pragmatism and without banks or Wall Street. If you’re looking for a way to learn how to build wealth by utilizing time-tested methods in this ever-changing world and digital world, then you are in the right place. This episode is yet another first on the show as I have the honor of interviewing Nate Hare from the https://www.questtrustcompany.com/ (Quest Trust Company), formerly Quest IRA. He is the first repeat victim on this show. — We have the first ever two-time guest or repeat guest on the show. Please help me welcome Mr. Nate Hare from https://www.questtrustcompany.com/ (Quest Trust Company). Nate, welcome. Thank you very much. Nate, welcome back to the show. Thank you so much for coming on and we’re going to get into some cool topics related to private lending and not only self-directed IRAs but other accounts that are just as if not more powerful than a self-directed IRA. A real quick refresher, if you want to go back and listen to Nate, it's http://privatelenderpodcast.com/plp007/ (episode seven). With that, I’d like to turn it over to you and tell us all about the wonderful world of self-directed IRAs and other accounts. Self-directed IRA is the business that we’re in. It’s funny how I ended up in this business. I never had any idea of self-directed IRAs and I never had a plan to get into the business because I was a lender like you. I worked for big banks and small banks. I was always interested in lending, numbers and real estate and then I found this great company, Quest Trust Company. It taught me about doing those same type of investments, lending, buying real estate and all the things that we’d like to talk about but do it completely tax-free within retirement accounts. That’s what we call a self-directed IRA. Self-direct is a marketing term. Most people don’t realize it has no legal meaning behind it. We allow people at Quest Trust Company to use their IRAs or old 401(k)s or other retirement accounts to buy notes, buy real estate or buy non-traditional assets within the retirement account and reap all the tax-free benefits that the IRAs have given. Thank you for doing that. Without Quest Trust, this show wouldn’t be here. You were the ones that got me started down this road many years ago and Quincy was holding small classes on Tuesday nights. What a lot of people don’t realize is that Quest Trust Company is a company with 100 employees and managed $2 billion in assets, but the grassroots start of the company was through a private lending meetup that Quincy started way back in the day. He had a self-directed IRA and he was looking for new investment opportunities and he liked being a lender, but he found out when you’re a private lender, you’ve got to go out there and network and find some off-market deals. The best way to do that is he formed his own little local meetup group. All of these people have retirement accounts and they basically met once a...

  One of the best ways to build authority, transform your investor brand, give value, and get more opportunities is by writing a book and publishing it. The only factor that stops you as an entrepreneur or investor is lack of time. Nick Raithel, the creator of the 7-Hour Book, turns unmanageable to manageable as he reveals how you can write a book in just seven hours. Find out the secret formula as he gives a high-level overview of those hours and learn how to create book ambassadors who will help you scale your business. — Listen to the podcast here: How Just 7 Hours Can Transform Your Investor Brand Nick Raithel Unlocks Your Power To Become An Author If you’re looking for practical tips and advice on mitigating and eliminating risk with the investment vehicle known as private mortgage lending, then you’re in the right place. If you want to learn from my mistakes so that you can avoid them, then pull up a chair. This show is created for those who are looking to take control of their financial future by doing what it takes to create wealth in the marathon of life with old world techniques and values. I’m looking to create a tribe of lenders that will disrupt the way we think about and teach our kids about money. Speaking of money, this episode will be geared more towards the borrowers out there and a few lenders as well. I would imagine those who would want to borrow from a private lender would find an interest in our guest as I have the pleasure of speaking to http://contentcorps.net/ (Nick Raithel). He has a very impressive business model that holds your hands and walks you into becoming your own author of your own book in a very short amount of time. It’s a cool idea from an interesting individual. I want to introduce him to Lender Nation. Before we get into the interview with Nick and learn how he does his magic, I have some news to share. There’s going to be a big piece of humble pie coming my way because not too long ago I said I was going to give up sponsors and focus on other things, content and whatnot, which I have done. At the same time, these opportunities come to take on a sponsor, which is https://www.questtrustcompany.com/ (Quest Trust Company). They can’t pay me. It’s a symbiotic relationship where I’m able to teach classes with them. I sponsor their events and they in turn are sponsoring the podcast leading up into their expo. They’re having their big self-directed IRA Expo, the second one ever. The promo code is PLPodcast for a 25% discount. I’m bringing back sponsorships for the https://questira.lpages.co/quest-expo/ (Quest IRA Expo) on August 23. I’ll also be there hosting a happy hour the night before it starts in the hotel bar. When I say hosting, I don’t know how many cocktails I’m going to buy but at least, we’ll be there. We’re going to have a cool event organized with a lot of the vendors and VIPs that will be showing up at the conference. — You’re in for a treat because I have http://contentcorps.net/ (Nick Raithel) on with us. He has an interesting business model that can help perhaps lenders and investors alike. He has an interesting story. I can’t wait to get into it. Let’s go ahead and welcome Nick Raithel. Nick, welcome to the show. Thank you very much for having me. I look forward to contributing. For the audience, give us an idea. I understand you’re relatively new in your actual deal-making with the real estate game. We’re going to talk about the real reason why I wanted you on. Go ahead and give us a little background, origin, how you got into real estate and how you got into having your podcast and this business of creating books for investors. My background is the creator of a system that helps real estate investors and private lenders, people throughout the entire space, related spaces to create their own professionally published

Nate Hare joins Jay Conner to talk financing your relal estate deals!A self-directed IRA is one that permits the account owner to invest their IRA in what they know best, free from the investment restrictions imposed by a more traditional brokerage style account. This allows the account owner to choose from the broadest possible spectrum of investments, including those not traded on a stock exchange. There are very few limits on what a self-directed IRA can invest in.All types of IRAs, including traditional, Roth, SEP, and SIMPLE IRAs, as well as Coverdell Education Savings Accounts (CESAs) and Health Savings Accounts (HSAs), can be self-directed. Quest Trust Company gives you the freedom to purchase almost any type of investment. Common investment choices include all types of real estate, newly created and existing promissory notes, LLCs, limited partnerships, private stock, trusts, oil and gas, tax liens, and much more. Take control with a Quest self-directed IRA.Link: https://www.questtrustcompany.com/Free Expo Ticket ($199 regular price): Email: jconnervip@questtrust.com with coupon code: conner19 to receive your free ticket!Nate Hare attended Auburn University on a baseball scholarship in 1996 and played in the College World Series in 1997. He graduated from the University of Portland with a Dual Degree in Business Management and Marketing in 2001, and was the recipient of numerous athletic awards from 1995-2000.After college, Nate moved to Nevada where he attended Key Realty School and later held his real estate license with Keller Williams. His love for Real Estate and numbers then led him to a long lasting career as a Senior Loan Consultant in Nevada.He worked with the largest Private Lenders in the state for 6+ years, and was a top producing Consultant with Silver State Mortgage, Meridias Capital, and The Royal Bank of Canada (RBC).In 2003, Nate was submitted as a nominee for the Mortgage Loan Consultant Rookie of the Year award for all Loan Consultants across the nation. In 2012, Nate's experience in lending and real estate attracted the attention of Quest Trust Company, Inc. Nate began his journey with Quest Trust Company to become an IRA Specialist under the guidance of President H. Quincy Long, and CEO Nathan Long.Since that time, Nate has been a key component of Quest Trust Company's 300% growth and has excelled into the role of Executive Vice President. He currently oversees and manages the IRA Specialist Team, Sales and Marketing Department, Transactions Department, as well as plan Quest's large Networking Events that are hosted throughout the nation.Additionally, Nate Hare is a Certified IRA Services Professional as well as an Executive Officer for Quest Trust Companys Board Committee, the 7-member leadership team responsible for setting the corporate strategy, goals, and annual targets for the company.Nate Hare, C.I.S.PExecutive Vice President17171 Park Row, Suite 100 Houston, TX 77084Phone: 281-492-3434Toll Free: 800-320-5950Fax: 281-646-9701Email: nate.hare@questtrust.comRegister for the Real Estate Cashflow Conference:http://bit.ly/jaymoneypodcastJay Conner is a proven real estate investment leader. Without using his own money or credit, Jay maximizes creative methods to buy and sell properties with profits averaging $64,000 per deal.What is Real Estate Investing? Live Cashflow Conference https://youtu.be/QyeBbDOF4woThe Conner Marketing Group Inc.P.O. Box 1276, Morehead City, NC USA 28557P 252-808-2927F 252-240-2504Channelhttps://www.youtube.com/channel/UCZfl6O7pRhyX5R-rRuSnK6whttps://www.youtube.com/c/RealEstateInvestingWithJayConnerRSS Feedhttp://realestateinvestingdeals.mypodcastworld.com/rss2.xmlGoogle Playhttps://play.google.com/music/listen#/ps/Ihrzsai7jo7awj2e7nhhwfsv47yiTunes:https://itunes.apple.com/ca/podcast/real-estate-investing-minus-bank-flipping-houses-foreclosure/id1377723034Watch on ROKU:Roku https://my.roku.com/add/realestateinvestingRoku https://my.roku.com/add/realestateinvestingWatch on Amazon Prime:https://www.amazon.com/How-Locate-Real-Estate-Deals/dp/B07M9WNZR6/ref=sr_1_3

Nate Hare joins Jay Conner to talk financing your relal estate deals!A self-directed IRA is one that permits the account owner to invest their IRA in what they know best, free from the investment restrictions imposed by a more traditional brokerage style account. This allows the account owner to choose from the broadest possible spectrum of investments, including those not traded on a stock exchange. There are very few limits on what a self-directed IRA can invest in.All types of IRAs, including traditional, Roth, SEP, and SIMPLE IRAs, as well as Coverdell Education Savings Accounts (CESAs) and Health Savings Accounts (HSAs), can be self-directed. Quest Trust Company gives you the freedom to purchase almost any type of investment. Common investment choices include all types of real estate, newly created and existing promissory notes, LLCs, limited partnerships, private stock, trusts, oil and gas, tax liens, and much more. Take control with a Quest self-directed IRA.Link: https://www.questtrustcompany.com/Free Expo Ticket ($199 regular price): Email: jconnervip@questtrust.com with coupon code: conner19 to receive your free ticket!Nate Hare attended Auburn University on a baseball scholarship in 1996 and played in the College World Series in 1997. He graduated from the University of Portland with a Dual Degree in Business Management and Marketing in 2001, and was the recipient of numerous athletic awards from 1995-2000.After college, Nate moved to Nevada where he attended Key Realty School and later held his real estate license with Keller Williams. His love for Real Estate and numbers then led him to a long lasting career as a Senior Loan Consultant in Nevada.He worked with the largest Private Lenders in the state for 6+ years, and was a top producing Consultant with Silver State Mortgage, Meridias Capital, and The Royal Bank of Canada (RBC).In 2003, Nate was submitted as a nominee for the Mortgage Loan Consultant Rookie of the Year award for all Loan Consultants across the nation. In 2012, Nate's experience in lending and real estate attracted the attention of Quest Trust Company, Inc. Nate began his journey with Quest Trust Company to become an IRA Specialist under the guidance of President H. Quincy Long, and CEO Nathan Long.Since that time, Nate has been a key component of Quest Trust Company's 300% growth and has excelled into the role of Executive Vice President. He currently oversees and manages the IRA Specialist Team, Sales and Marketing Department, Transactions Department, as well as plan Quest's large Networking Events that are hosted throughout the nation.Additionally, Nate Hare is a Certified IRA Services Professional as well as an Executive Officer for Quest Trust Companys Board Committee, the 7-member leadership team responsible for setting the corporate strategy, goals, and annual targets for the company.Nate Hare, C.I.S.PExecutive Vice President17171 Park Row, Suite 100 Houston, TX 77084Phone: 281-492-3434Toll Free: 800-320-5950Fax: 281-646-9701Email: nate.hare@questtrust.com Register for the Real Estate Cashflow Conference:http://bit.ly/jaymoneypodcastJay Conner is a proven real estate investment leader. Without using his own money or credit, Jay maximizes creative methods to buy and sell properties with profits averaging $64,000 per deal.What is Real Estate Investing? Live Cashflow Conference https://youtu.be/QyeBbDOF4woThe Conner Marketing Group Inc.P.O. Box 1276, Morehead City, NC USA 28557P 252-808-2927F 252-240-2504Channelhttps://www.youtube.com/channel/UCZfl6O7pRhyX5R-rRuSnK6whttps://www.youtube.com/c/RealEstateInvestingWithJayConnerRSS Feedhttp://realestateinvestingdeals.mypodcastworld.com/rss2.xmlGoogle Playhttps://play.google.com/music/listen#/ps/Ihrzsai7jo7awj2e7nhhwfsv47yiTunes:https://itunes.apple.com/ca/podcast/real-estate-investing-minus-bank-flipping-houses-foreclosure/id1377723034Watch on ROKU:Rokuhttps://my.roku.com/add/realestateinvestingRokuhttps://my.roku.com/add/realestateinvestingWatch on Amazon Prime:https://www.amazon.com/How-Locate-Real-Estate-Deals/dp/B07M9WNZR6/ref=sr_1_3

Nate Hare attended Auburn University on a baseball scholarship in 1996 and played in the College World Series in 1997. He graduated from the University of Portland with a Dual Degree in Business Management and Marketing in 2001, and was the recipient of numerous athletic awards from 1995-2000. After college, Nate moved to Nevada where he attended Key Realty School and later held his real estate license with Keller Williams. His love for Real Estate and numbers then led him to a long lasting career as a Senior Loan Consultant in Nevada. He worked with the largest Private Lenders in the state for 6+ years, and was a top producing Consultant with Silver State Mortgage, Meridias Capital, and The Royal Bank of Canada (RBC). In 2003, Nate was submitted as a nominee for the Mortgage Loan Consultant Rookie of the Year award for all Loan Consultants across the nation. In 2012, Nate's experience in lending and real estate attracted the attention of Quest Trust Company, Inc. Nate began his journey with Quest Trust Company to become an IRA Specialist under the guidance of President H. Quincy Long, and CEO Nathan Long. Since that time, Nate has been a key component of Quest Trust Company's 300% growth and has excelled into the role of Executive Vice President. He currently oversees and manages the IRA Specialist Team, Sales and Marketing Department, Transactions Department, as well as plan Quest's large Networking Events that are hosted throughout the nation. Additionally, Nate Hare is a Certified IRA Services Professional as well as an Executive Officer for Quest Trust Companys Board Committee, the 7-member leadership team responsible for setting the corporate strategy, goals, and annual targets for the company. What you'll learn about in this episode: Who Nate and Quest Trust Company are and what sort of work they do to help people invest and grow funds from their retirement accounts Nate explains the difference between a traditional individual retirement account (IRA) and a Roth IRA How contribution limits work, and why contributions are limited but the profits you can gain are not What “entity investing” is, and how ownership of and management of an LLC that is investing your IRA funds is a critical concern What can happen if you are charged by the IRS for a “prohibited transaction”, and how it can be catastrophic for your IRA and for your personal taxes How many investors use their IRAs for wholesaling deals, and why it doesn't take much to contribute to your IRA How to use your small IRA account for the purpose of rehabbing a property, and how your IRA is generally protected from creditors What steps to take to protect your IRA through the use of LLCs, and what actions to avoid taking that could jeopardize your IRA How to get a steep discount on Quest Trust Company's services by mentioning that you heard about them through Ron LeGrand's podcast Additional resources: Website: www.questtrustcompany.com Phone: 1-855-FUN IRAS (1-855-386-4727) Phone: 281-492-3434 (Local call in Houston, TX) Email: iraspecialists@questtrust.com Website: www.thementorpodcast.com/ftdigital

There are sweeping changes in the note business nowadays that investors should be aware of. Today, Chris and Gail break down some of the shifts they witness in the real estate note business. They go in-depth with the deadlines and demanding paperwork from FCI, the consensus favorite for IRAs with Quest Trust Company, and checkbook […]

There are sweeping changes in the note business nowadays that investors should be aware of. Today, Chris and Gail break down some of the shifts they witness in the real estate note business. They go in-depth with the deadlines and demanding paperwork from FCI, the consensus favorite for IRAs with Quest Trust Company, and checkbook IRAs. Find out how long it takes to have reports such as a two-owner in your doorstep and the two loan servicers that provide exemplary expertise. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Good Deeds Note Investing movement today: GoodDeedsNoteInvesting.com Chris Seveney Facebook Chris Seveney Twitter Chris Seveney Instagram Gail Greenberg Facebook 7EInvestments.com 7E Investments Facebook 7E Investments YouTube 7E Investments Google+ WinWinNotes.com Win Win Notes Facebook Win Win Notes Twitter

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 education, he recounts the creative deals that he has done inside his IRAs and the biggest thing that drives him brainsick. As he uncovers where he sees Quest in the next five years, learn more about the upcoming Quest Expo and how you can access their live stream to get educated. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Note Closers Show community today: WeCloseNotes.com The Note Closers Show Facebook The Note Closers Show Twitter Scott Carson LinkedIn The Note Closers Show YouTube The Note Closers Show Vimeo The Note Closers Show Instagram We Close Notes Pinterest

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 education, he recounts the creative deals that he has done inside his IRAs and the biggest thing that drives him brainsick. As he uncovers where he sees Quest in the next five years, learn more about the upcoming Quest Expo and how you can access their live stream to get educated. Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

http://privatelenderpodcast.com/wp-content/uploads/2019/05/Ep-70-Image.jpg () http://privatelenderpodcast.com/?p=2295&preview=true (Listen to the first Private Lender Master Class in its entirety for FREE!) On March 27th, 2019 the first event sponsored by the http://www.privatelenderpodcast.com/ (Private Lender Pocast) and the http://www.privatelenderacademy.com/ (Private Lender Academy) was held at Quest Trust Company in Houston, TX.  Wendy Bryan from WFG Title was the keynote speaker as she dropped a ton of title insurance knowledge in a very short amount of time!  I even learned a few new things that I am incorporating into my underwriting demands and title policy conditions.   Make sure you http://www.privatelenderpodcast.com/contact (sign up) to find out when and where the next Private Lender Academy will take place!   Love the show? Subscribe, rate, review, and share! http://privatelenderpodcast.com/blog/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/ (Here's How ») Join the Private Lender Podcast community today: http://privatelenderpodcast.com/ (PrivateLenderPodcast.com) https://www.facebook.com/PrivateLenderPodcast/ (Private Lender Podcast Facebook) https://www.linkedin.com/in/keith-baker-344944155/ (Keith Baker on LinkedIn) https://twitter.com/PrivLendPodcast?lang=en (Private Lender Podcast Twitter) https://www.youtube.com/channel/UCzctXatpCAOhF0XeV1fq2dQ?view_as=subscriber (Private Lender Podcast YouTube)

Nathan is the CEO of Quest Trust Company, overseeing the operations of the company and aiding in the improvement of practices implemented. He has aided in growing the company to over 90 employees located in four different cities, with continued expansion expected. He also holds the title of Certified IRA Services Professional (CISP) from the Institute of Certified Bankers.

Nathan is the CEO of Quest Trust Company, overseeing the operations of the company and aiding in the improvement of practices implemented. He has aided in growing the company to over 90 employees located in four different cities, with continued expansion expected. He also holds the title of Certified IRA Services Professional (CISP) from the […]

Nate Hare attended Auburn University on a baseball scholarship in 1996 and played in the College World Series in 1997. He graduated from the University of Portland with a Dual Degree in Business Management and Marketing in 2001, and was the recipient of numerous athletic awards from 1995-2000. After college, Nate moved to Nevada where he attended Key Realty School and later held his real estate license with Keller Williams. His love for Real Estate and numbers then led him to a long lasting career as a Senior Loan Consultant in Nevada. He worked with the largest Private Lenders in the state for 6+ years, and was a top producing Consultant with Silver State Mortgage, Meridias Capital, and The Royal Bank of Canada (RBC). In 2003, Nate was submitted as a nominee for the Mortgage Loan Consultant Rookie of the Year award for all Loan Consultants across the nation. In 2012, Nate's experience in lending and real estate attracted the attention of Quest Trust Company, Inc. Nate began his journey with Quest Trust Company to become an IRA Specialist under the guidance of President H. Quincy Long, and CEO Nathan Long. Since that time, Nate has been a key component of Quest Trust Company's 300% growth and has excelled into the role of Executive Vice President. He currently oversees and manages the IRA Specialist Team, Sales and Marketing Department, Transactions Department, as well as plan Quest's large Networking Events that are hosted throughout the nation. Additionally, Nate Hare is a Certified IRA Services Professional as well as an Executive Officer for Quest Trust Companys Board Committee, the 7-member leadership team responsible for setting the corporate strategy, goals, and annual targets for the company. What you'll learn about in this episode: Why you should have an Individual Retirement Account (IRA), and what tax benefits you can receive from a self-directed IRA Nate defines a “self-directed” IRA, and how companies like Quest Trust differ from major brokers like Fidelity or Charles Schwab How a self-directed IRA allows you to choose and control which investments you hold within your IRA Why your IRA should pay any fees associated with your investments, and what rules govern a self-directed IRA How IRA distributions work, what taxes and penalties you might pay to take out funds early, and when you can take out funds without paying What age limits govern the use of IRAs, and why a Roth IRA is particularly appealing for investors What a CESA (Coverdell education savings account) is, what benefits it offers, and who qualifies to set one up What a UBIT (unrelated business income tax) is, what circumstances will trigger a UBIT, why it is important to be aware of, and how to avoid it Why wrap-around mortgage notes do not trigger a UBIT, and why self-employed people with solo 401ks have a built-in exemption to UBIT Why it is important to start taking action now and limit or eliminate your taxes through the use of IRAs accounts Additional resources: Email: iraspecialist@questtrust.com Website: www.questtrust.com Website: www.ronsfreebook.com Website: www.ronsdollardeal.com Website: www.ronlegrand.com

In this Money Mondays, Nate Hare of Quest Trust Company shares what they are up to this month, revealing some great deals for the love month while giving the rundown of some of their other events this year – be that online or offline events. He covers the March Madness, Masters of Tax Avoidance online boot camp, the Dallas Expo, and more. Nate also shares some housekeeping when it comes to retirement accounts as well as the steps IRA specialists have to go through to become certified. Love the show? Subscribe, rate, review, and share! Here’s How » Join The Note Closers Show community today: WeCloseNotes.com The Note Closers Show Facebook The Note Closers Show Twitter Scott Carson LinkedIn The Note Closers Show YouTube The Note Closers Show Vimeo The Note Closers Show Instagram We Close Notes Pinterest

In this Money Mondays, Nate Hare of Quest Trust Company shares what they are up to this month, revealing some great deals for the love month while giving the rundown of some of their other events this year – be that online or offline events. He covers the March Madness, Masters of Tax Avoidance online boot camp, the Dallas Expo, and more. Nate also shares some housekeeping when it comes to retirement accounts as well as the steps IRA specialists have to go through to become certified. Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Self-directed IRAs differ from other IRAs in that it permits the owner to have more control and flexibility to choose from a broad spectrum of investments. If you do your homework and buy at the right value at a good time, these investments can potentially have compelling returns over time. There are very few limits on what a self-directed IRA can invest in. Scott Carson is joined by Ingrid Chavez and Keaton Munster from Quest Trust Company to discuss some of the biggest goals and new opportunities in 2019 with Quest Trust and your self-directed IRA. Love the show? Subscribe, rate, review, and share! Here’s How » Join The Note Closers Show community today: WeCloseNotes.com The Note Closers Show Facebook The Note Closers Show Twitter Scott Carson LinkedIn The Note Closers Show YouTube The Note Closers Show Vimeo The Note Closers Show Instagram We Close Notes Pinterest

Self-directed IRAs differ from other IRAs in that it permits the owner to have more control and flexibility to choose from a broad spectrum of investments. If you do your homework and buy at the right value at a good time, these investments can potentially have compelling returns over time. There are very few limits on what a self-directed IRA can invest in. Scott Carson is joined by Ingrid Chavez and Keaton Munster from Quest Trust Company to discuss some of the biggest goals and new opportunities in 2019 with Quest Trust and your self-directed IRA. Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Investing in multifamily acquisitions can be much easier than you may have thought. Jacob Garza, principal of REEP Equity, wanted detailed information for our REEP listeners to learn how easy it is to use your IRA to invest in apartments to build your passive wealth. We invited Nathan Long, President of Quest Trust Company who explained the simple process in order to use your IRA to invest in apartments. He even cleared up some confusion from newbies AND veteran apartment investors - you DO NOT get taxed when you move your IRA money around. Listen to the entire interview for everything you need to know about building your wealth by investing in apartments with your IRA!To get more info on investing in apartments with your IRA, visit Quest Trust's website to get paired with an IRA Specialist who will answer any other questions you may have. https://www.questtrustcompany.com_______If you're interested in investing in apartments or learning more about REEP Equity, fill out our contact form so we can discuss your investment goals! https://reepequity.com/contact-us/________Follow us on our social media to stay up to date with what we're doing! Facebook: @reepequityTXInstagram: @reepequityLinkedIn: REEP Equity

Rebecca Miller, with Quest Trust Company, discusses the advantages of having investors use Self Directed IRA’s for investing in apartments. A self directed IRA is one that permits the account owner to invest their IRA in what they know best, free from the investment restrictions imposed by a more traditional brokerage style account. This allows your passive real estate investors to use their IRA’s to invest in your deal. There are rules that must be followed; Rebecca Miller explains. To receive our FREE 15 page WHITE PAPER REPORT on the 2018 FUNDAMENTALS OF MULTIFAMILY FINANCING 101 and to learn more about upcoming events at Old Capital Speaker Series please visit us at OldCapitalPodcast.com Are you interested in learning more about how Multifamily Syndications work? Please visit www.spiadvisory.com to learn about Michael's Real Estate Syndication business with SPI Advisory LLC.