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 [email protected]

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.