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Think Realty Podcast #331 - Adapting to Change: Navigating Self-Directed IRA Transitions (AUDIO ONLY)
Manage episode 447531817 series 2826567
Το περιεχόμενο παρέχεται από το Think Realty Podcast. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Think Realty Podcast ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
When the company you've trusted for years goes through a major transition, it’s natural to feel a little uncertain. But could this be the best thing for your investments? Eddie sat down with Anne Marie Rogers, a self-directed IRA expert who's been in the industry for over a decade. Recently, Quest Trust Company was acquired by Inspira Financial, and Anne Marie is here to share what that really means for investors like you. They chat about the real impact of the acquisition—how the changes are improving technology, customer service, and creating new investment opportunities. They discuss why Roth IRA’s are what Eddie calls, “the holy grail”, navigating change, and how you can turn transitions into opportunities for growth. Plus, Anne Marie explains why choosing the right custodian is more crucial than ever, especially in today’s uncertain market. To contact Anne Marie, email Annemarie.rogers@inspirafinancial.com. For more information on Inspira Financial, inspirafinancial.com.
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