The Note Closers Show Podcast EP 483 – Top 10 Tips For Financial Security with Keaton Munster
“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.