In this episode, Anne Marie Rogers, CISP, delves into the realm of self-directed IRAs and alternative investments, offering valuable insights to help you navigate these financial avenues. Tune in to gain a deeper understanding of how these unique investments work and uncover effective strategies to enhance your financial journey today!

Key takeaways to listen for

  • [0:42] Self-directed IRA: What it is, how it works, and what alternative investments you can use it on
  • [11:26] What you need to know before investing using your 401k and IRA
  • [17:00] An effective way to leverage your self-directed health savings account
  • [20:45] The importance of diversifying your investment portfolio
  • [22:26] Perks of joining an investor network

Resources mentioned in this episode

About Anne Marie Rogers, CISP

Anne Marie is the Vice President of Sales and Business Development of Quest Trust Company. In this role, she defines strategic sales plans and company objectives to maximize the growth of the company.

In the past, she has been a Sales Officer and Marketing Director of the same company and a Certified IRA Services Professional (CISP) from 2015 until the present. She helps clients in investing in a variety of private assets and is actively involved in educating individuals about investment options. She has a degree in Bachelor of Arts in Communication from St. Edward’s University and is currently based in Houston, Texas, USA.

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