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

Brick by Brick - Wealth Building Conversations · Aug 1, 2025 · 54m

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…