Beyond Stocks: Unlocking Self-Directed IRAs for Real-World Assets — with Steve Csobaji, CISP
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Beyond Stocks: Unlocking Self-Directed IRAs for Real-World Assets — with Steve Csobaji, CISP
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About this listen
Episode: Brick by Brick Wealth-Building Conversations
Guest: Steve Csobaji, CISP – Senior Sales Executive / Business Development Manager, Inspira Financial
Host: Loren Wernette
Why self-directed IRAs (SDIRAs) matter now — and how they differ from traditional retirement accounts
Real-world assets in tax-advantaged accounts: real estate, oil & gas, venture capital, and more
The Quest Trust → Inspira Financial acquisition and what it means for SDIRA holders
Common SDIRA misconceptions (and how to dodge them)
Practical steps to roll over funds without triggering taxes
Steve’s go-to resources for empowering new investors to retire successfully
LinkedIn: https://www.linkedin.com/in/steve-csobaji
Company: https://inspirafinancial.com
YouTube: “Investing Beyond What You’ve Always Known with SDIRAs”
NT Commercial Association New Broker Bootcamp
Inspira white-paper on 1099-R rollover strategies
Subscribe to Brick by Brick on Apple, Spotify, or your favorite player
Follow Loren: https://www.linkedin.com/in/loren-wernette
Questions or feedback? Email loren@reidoubleclose.com
Disclaimer: This podcast is for educational purposes only and should not be construed as investment, tax, or legal advice. Always consult your professional advisors before making financial decisions.