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Think Realty Podcast #331 - Adapting to Change: Navigating Self-Directed IRA Transitions
Manage episode 447531818 series 2826567
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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 [email protected]. For more information on Inspira Financial, inspirafinancial.com.
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