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PODCAST

Adam Talks

Adam Bergman Talks Investing and Retirement - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!

business investing

All Episodes

00:08:21

Episode 470: What I Wish I Knew Before I Started...

Adam Talks ·

2025/01/14

Discover the key investing lessons I wish I knew 20 years ago to build even greater retirement wealth! From the power of alternative assets to the life-changing benefits of Roth IRAs, I’m sharing my biggest mistakes and insights so you can maximize your savings today.

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00:05:46

Major Tax Benefits of Buying Bitcoin in an IRA

Adam Talks ·

2025/01/08

Bitcoin is booming—learn how to harness its potential within a Roth IRA for long-term, tax-free growth. This video explains why crypto belongs in your retirement plan and provides tips for smart investing. Tune in to secure your financial future!"

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00:06:46

Episode 468: 3 Things to do in 2025 to Guarantee...

Adam Talks ·

2024/12/29

Episode 468: 3 Things to do in 2025 to Guarantee Retirement Wealth! by Adam Bergman

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00:05:40

Episode 467: Angel Investing, LPs, and Other Ways to...

Adam Talks ·

2024/12/14

Learn how to use your IRA for angel investing, venture capital, and private equity. Discover tax strategies, accredited investor rules, and how to avoid UBIT. Maximize your retirement savings while funding innovative startups!

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00:05:47

Episode 466: How the SECURE Act 2.0 Helps You Reclaim...

Adam Talks ·

2024/12/10

Adam Bergman discusses a critical development in retirement planning: the new "lost and found" system under the SECURE Act 2.0. This initiative will help millions of Americans track down unclaimed retirement funds from past employers, which could include 401(k)s or profit-sharing plans they weren’t aware of. Adam dives into how it works, potential privacy concerns, and the regulatory hurdles.

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00:05:34

Episode 465: 2025 Contribution Limits

Adam Talks ·

2024/12/03

Get the latest on 2025 retirement contribution limits! Adam Bergman unpacks changes to IRAs, 401(k)s, SEP IRAs, SIMPLE IRAs, Roths, and Solo 401(k)s, plus Secure Act 2.0 enhancements for ages 60-63. Learn what’s new, what’s the same, and how it impacts your savings strategy!

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00:05:46

Episode 464: BOI: What You Need to Know to Avoid...

Adam Talks ·

2024/11/25

Discover what you need to know about Beneficial Ownership Information (BOI) filings to avoid hefty penalties or jail time. Adam Bergman explains who must file under the Corporate Transparency Act, the exemptions, and how IRA Financial can help. Don’t risk non-compliance—learn how this impacts IRA and Solo 401(k) entities and why timely action is crucial. Stay informed and protected!

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00:07:12

Episode 463 - Trump Win & Impact on Your IRA

Adam Talks ·

2024/11/15

As markets surge, Adam breaks down how Trump’s recent landslide victory could affect your retirement accounts, examining the potential impact of Trump’s tax policies on corporate rates, UBIT, and estate taxes. He explores potential benefits for IRA and 401(k) investors, particularly those interested in alternative assets and crypto, and discusses what Trump’s victory could mean for the self-directed investing landscape in the coming four years.

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00:13:15

Adam Talks - Unlocking Tax Savings, Discount...

Adam Talks ·

2024/11/05

Discover how the discounted valuation strategy can be a game-changer for Roth conversions with Self-Directed IRAs. Adam Bergman demystifies the family limited partnership model, explaining how applying lack of marketability and lack of control discounts to alternative assets can drastically reduce your tax burden. Learn how these valuation discounts work, from private equity to real estate, and see how they can help you maximize tax-free growth in a Roth IRA. Whether you’re planning a Roth

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00:11:07

Episode 462 – UBIT, UDFI, and Real Estate in Your IRA

Adam Talks ·

2024/10/31

In this episode, we dive into the complex yet powerful strategies of using real estate investments within an IRA. We’ll explore two key tax concepts—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI)—and break down how they impact your IRA, especially when real estate and leverage are involved.

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00:12:44

Episode 461 - What is Boosting Demand for Private...

Adam Talks ·

2024/10/25

In this episode, we dive into the factors driving the increasing demand for private credit funds, a rapidly growing asset class in the financial markets. As traditional bank lending continues to tighten, private credit is stepping in to fill the gap, offering flexible financing options to middle-market companies, startups, and real estate projects. Learn how to invest using retirement funds.

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00:11:32

Episode 460 - Why Lower Interest Rates Will Be a Boom...

Adam Talks ·

2024/10/17

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Fed's decision to lower interest rates and how it will impact Self-Directed IRA investors.

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00:13:46

Episode 459 - Proof that Buying Real Estate in an IRA...

Adam Talks ·

2024/10/10

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why investing in real estate in an IRA is way better than owning it personally.

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00:09:08

Episode 458 - How AI Can Help Self-Directed IRA...

Adam Talks ·

2024/10/03

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses artificial intelligence (AI), and how it's helping real estate investors by utilizing tools that help with market research, property valuations, risk management, and property management.

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00:13:30

Episode 457 – Sports Betting & Your Retirement

Adam Talks ·

2024/09/26

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the impact that sports betting is having on retirement savings, and why it's better to save for your future instead of gambling it away.

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00:12:30

Episode 456 - You Don't Need to Move to Monaco to...

Adam Talks ·

2024/09/19

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why you don't have to leave the country to take advantage of tax-friendly situations; you can simply cross state lines!

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00:17:26

Episode 455 - What Is the Fed Thinking?

Adam Talks ·

2024/09/12

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses his thoughts on the news that the Fed, led by Jerome Powell, will look to cut interest rates in the very near future.

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00:20:13

Episode 454 - BOI for My Self-Directed IRA?

Adam Talks ·

2024/09/05

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Beneficial Ownership Interest (BOI) rules and if you need to file the form for your Self-Directed IRA.

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00:12:59

Episode 453 - New Case Every Real Estate Investor...

Adam Talks ·

2024/08/29

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses a recent Tax Court case centered around the importance of understanding the passive activity loss rules under Section 469 of the Code.

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00:17:16

Episode 452 - Finally! Final RMD Regulations

Adam Talks ·

2024/08/22

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the recently released regulations about required minimum distributions (RMDs) and the difference between eligible and non-eligible beneficiaries.

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474 results

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