Adam Talks

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

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

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

    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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  2. Episode 469: Major Tax Benefits of Buying Bitcoin in an IRA

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    Episode 469: Major Tax Benefits of Buying Bitcoin in an IRA

    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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  3. Episode 468: 3 Things to do in 2025 to Guarantee Retirement Wealth!

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

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

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  4. Episode 467: Angel Investing, LPs, and Other Ways to Use Your IRA to Invest in Business

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    Episode 467: Angel Investing, LPs, and Other Ways to Use Your IRA to Invest in Business

    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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  5. Episode 466: How the SECURE Act 2.0 Helps You Reclaim Forgotten 401(k) Funds

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    Episode 466: How the SECURE Act 2.0 Helps You Reclaim Forgotten 401(k) Funds

    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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  6. Episode 465: 2025 Contribution Limits

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    Episode 465: 2025 Contribution Limits

    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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  7. Episode 464: BOI: What You Need to Know to Avoid Costly Mistakes

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    Episode 464: BOI: What You Need to Know to Avoid Costly Mistakes

    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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  8. Episode 463 - Trump Win & Impact on Your IRA

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    Episode 463 - Trump Win & Impact on Your IRA

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

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    Adam Bergman
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    ٢٠١٤ - ٢٠٢٥
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    Adam Talks