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EP143 Expert Strategies for Retirement Planning with Steve Csobaji
Manage episode 432777024 series 3561973
Dan Brisse & Mike Roeder, Mike Roeder, and Dan Brisse에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dan Brisse & Mike Roeder, Mike Roeder, and Dan Brisse 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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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