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EP143 Expert Strategies for Retirement Planning with Steve Csobaji
Manage episode 432777024 series 3561973
A tartalmat a Dan Brisse & Mike Roeder, Mike Roeder, and Dan Brisse biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Dan Brisse & Mike Roeder, Mike Roeder, and Dan Brisse vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Steve Csobaji has been in the Pension and Retirement Plan industry since 2000. He holds a B.A. from Denison University, a master’s degree in management from Marymount University, and a Certificate in Financial Planning from Georgetown University. His career includes roles at T. Rowe Price, PNC Bank, Charles Schwab Retirement Plan Services, TIAA, and the National Rural Electric Cooperative Association, where he managed various Employer Benefit Plans. Steve has advised clients at all levels, from C-Suite to rank-and-file employees.
Currently, Steve manages Quest’s Dallas office and works on the sales team, specializing in Self-Directed IRAs and tax-advantaged accounts like Roth IRAs, SEP IRAs, Solo 401(k)s, and Health Savings Accounts. He is a frequent speaker at industry conferences nationwide. His clients invest in a range of private assets, including real estate, private entities, and promissory notes. Steve recently earned the Certified IRA Services Professional title from the American Bankers Association.
To get in touch with Steve, reach out to him on this toll-free number: 855-FUN-IRAS
Keeping it Real Estate is brought to you by Granite Towers Equity Group, helping investors create passive income through multifamily real estate. To get in touch with the founders of Granite Towers, Mike Roeder and Dan Brisse, visit https://www.granitetowersequitygroup.com/contact
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