Think Realty Podcast #331 – Adapting to Change: Navigating Self-Directed IRA Transitions

by Eddie Wilson, Anne Marie Rogers | Oct 29, 2024 | Investment Strategy, IRAs, Podcast

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.

Tags | IRAs
  • An entrepreneur and visionary by nature, Eddie’s widespread interests have led to successful ventures across the globe, from operating non-profits and owning an ad agency that worked with well-known household brands, to investing in hundreds of real estate projects and building a nationally syndicated radio show. Today, he guides AAPL and Think Realty with his marketing, funding, and real estate investing knowledge to ensure their establishment as the premier organizations in their sectors.

  • Anne Marie joined Quest Trust Company in 2013 and currently serves as a Vice President of Sales and Business Development. After graduating from St. Edward’s University with a B.A. in Communication focused in Public Relations and Advertising, Anne Marie pursued a position as an IRA Specialist. In 2014, she received the designation of Certified IRA Services Professional from the American Bankers Association and a few years later, she was approved by the Texas Real Estate Commission to be an instructor of real estate continuing education courses. After working in the Marketing Department overseeing all of the Houston and Dallas marketing and business development, she took the position as Sales Director, managing all of the sales team and focusing on business generation and company growth. Anne Marie is one of the lead female public speakers at Quest Trust Company, and travels around the country educating investors on the benefits of Self-Directed IRAs, sharing her personal experiences with note investing in her early 20s.

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