Episodes 17
Avg. Duration 9m
Activity Dormant
Since Sep 2024
Latest Episode Jan 2025

Publishing Details

Schedule
Weekly
Hosting
feeds.feedburner.com

Contact & Outreach

About This Podcast

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

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Recent Episodes

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

Jan 14, 2025 8m

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…

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

Jan 07, 2025 5m

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…

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

Dec 29, 2024 6m

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

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

Dec 14, 2024 5m

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…

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

Dec 10, 2024 5m

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…

Episode 465: 2025 Contribution Limits

Dec 03, 2024 5m

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.…

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

Nov 25, 2024 5m

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,…

Episode 463 - Trump Win & Impact on Your IRA

Nov 15, 2024 7m

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…

Episode 463 - Unlocking Tax Savings: Discount Valuations for Self-Directed IRA Roth Conversions

Nov 03, 2024 13m

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…

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

Oct 31, 2024 11m

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…

Episode 461 - What is Boosting Demand for Private Credit Funds?

Oct 25, 2024 12m

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…

Episode 460 - Why Lower Interest Rates Will Be a Boom for Self-Directed IRA Investors

Oct 17, 2024 11m

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.

Episode 459 - Proof that Buying Real Estate in an IRA is Better than Owning it Personally

Oct 10, 2024 13m

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.

Episode 458 - How AI Can Help Self-Directed IRA Investors Make Better Decisions

Oct 03, 2024 9m

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…

Episode 457 – Sports Betting & Your Retirement

Sep 26, 2024 13m

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…

Episode 456 - You Don't Need to Move to Monaco to Save on Taxes

Sep 19, 2024 12m

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…

Episode 455 - What Is the Fed Thinking?

Sep 12, 2024 17m

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…

Frequently Asked Questions

How many episodes does Adam Talks have?

Adam Talks has published 17 episodes since September 2024, covering topics in Business, Investing.

Is Adam Talks still active?

Adam Talks is currently dormant with new episodes weekly. Average episode length is 9m.

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