437 episodes

IRA Financial Group's Adam Bergman discusses all things related to Self-Directed Retirement accounts.

Adam Talks Adam Bergman

    • Business
    • 4.6 • 14 Ratings

IRA Financial Group's Adam Bergman discusses all things related to Self-Directed Retirement accounts.

    Episode 434: How To Contribute Over $90K To Your Solo 401k

    Episode 434: How To Contribute Over $90K To Your Solo 401k

    On this episode of Adam Talks, IRA Financial's founder Adam Bergman shares how you can contribute over $90K to your Solo 401(k). Did you know this tip? 🤔

    • 15 min
    Episode 433: Advice from One CEO to Another & CTA Update

    Episode 433: Advice from One CEO to Another & CTA Update

    In this episode of Adam Talks, IRA Financial's founder Adam Bergman shares his top tips for those looking to maximize their business. From one CEO to another, this video is for you! Adam also provides an update on the ongoing legislation about the CTA!

    Previous podcast episode: https://youtu.be/ihbQFhtwb-8

    • 17 min
    Episode 432: The Ultimate Comparison - SEP IRA Vs Solo 401(k)

    Episode 432: The Ultimate Comparison - SEP IRA Vs Solo 401(k)

    In this episode, Adam Bergman, IRA Financial founder compared SEP IRA to the Solo 401(k).
    YouTube: https://youtu.be/nS9MXTw2ctI
    Books: https://a.co/d/7mrTOJj

    • 21 min
    Episode 431: Did Open AI Just Change Start-Ups Forever?

    Episode 431: Did Open AI Just Change Start-Ups Forever?

    In this episode, Adam Bergman, IRA Financial founder discusses how Open AI effects start-ups. Learn how this impacts your business!

    • 14 min
    Episode 430: Big Tax Code Changes Coming Soon

    Episode 430: Big Tax Code Changes Coming Soon

    In this episode, Adam Bergman, IRA Financial founder discusses big tax changes coming soon. Learn how these tax changes will impact your finances.

    • 16 min
    Episode 429: The Future Of Self - Direcred IRA Investing

    Episode 429: The Future Of Self - Direcred IRA Investing

    On this episode of Adam Talks, IRA Financial Founder Adam Bergman discusses the future of Self-Directed investing.

    • 14 min

Customer Reviews

4.6 out of 5
14 Ratings

14 Ratings

nobody special :) ,

This is a great podcast

Adam Bergman is the go to expert on self-directed retirement plans and all things related to the legal and tax implications of same. His down to earth communication style and his ability to explain things in a simple manner is noteworthy. I have personaly benefited tremendously in the growth and management of my retirement plans. I have moved all of non-stock market assets to IRA Financial.

Name Taken 22339 ,

Fantastic

Adam and his firm are excellent.

Playmachin ,

Retirement education

Thanks for all the insights Adam—all the content and underlying emphasis to save for retirement is very much appreciated!

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