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Beyond Stocks: Unlocking Self-Directed IRAs for Real-World Assets — with Steve Csobaji, CISP

EPISODE · Aug 1, 2025 · 54 MIN

Beyond Stocks: Unlocking Self-Directed IRAs for Real-World Assets — with Steve Csobaji, CISP

from Brick by Brick - Wealth Building Conversations · host Loren Wernette

Episode: Brick by Brick Wealth-Building ConversationsGuest: Steve Csobaji, CISP – Senior Sales Executive / Business Development Manager, Inspira FinancialHost: Loren WernetteWhy self-directed IRAs (SDIRAs) matter now — and how they differ from traditional retirement accountsReal-world assets in tax-advantaged accounts: real estate, oil & gas, venture capital, and moreThe Quest Trust → Inspira Financial acquisition and what it means for SDIRA holdersCommon SDIRA misconceptions (and how to dodge them)Practical steps to roll over funds without triggering taxesSteve’s go-to resources for empowering new investors to retire successfullyLinkedIn: https://www.linkedin.com/in/steve-csobajiCompany: https://inspirafinancial.comYouTube: “Investing Beyond What You’ve Always Known with SDIRAs”NT Commercial Association New Broker BootcampInspira white-paper on 1099-R rollover strategiesSubscribe to Brick by Brick on Apple, Spotify, or your favorite playerFollow Loren: https://www.linkedin.com/in/loren-wernetteQuestions or feedback? Email [email protected]: 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.

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Beyond Stocks: Unlocking Self-Directed IRAs for Real-World Assets — with Steve Csobaji, CISP

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