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Adam Talks

456 episodes - English - Latest episode: 3 days ago - ★★★★★ - 7 ratings

Adam Talk's - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!

Investing Business retirement investing 401k ira self directed solo roth
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Episodes

Episode 435: MASSIVE Tax Deduction Still Available For 2023 | Do You Qualify?

April 25, 2024 15:00 - 15 minutes - 34.7 MB

April 15th may have passed, but you could still qualify for a MASSIVE tax deduction. Want to know more? IRA Financial's Adam Bergman breaks down everything you need to know.

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

April 18, 2024 15:00 - 15 minutes - 34.9 MB

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? 🤔

Adam Talks | Advice from One CEO to Another & CTA Update

April 11, 2024 15:00 - 17 minutes - 39.7 MB

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

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

April 11, 2024 15:00 - 17 minutes - 39.7 MB

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

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

April 04, 2024 15:00 - 21 minutes - 49.1 MB

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

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

March 28, 2024 15:00 - 14 minutes - 32.5 MB

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

Adam Talks - Did Open AI Just Change Start-Ups Forever

March 28, 2024 15:00 - 14 minutes - 32.5 MB

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

Adam Talks – Bjg Tax Code Changes Coming Soon

March 21, 2024 13:51 - 16 minutes - 37.9 MB

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

Episode 430: Big Tax Code Changes Coming Soon

March 21, 2024 13:51 - 16 minutes - 37.9 MB

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

Adam Talks - The Future Of Self - Direcred IRA Investing

March 14, 2024 12:00 - 14 minutes - 32.8 MB

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

Episode 429: The Future Of Self - Direcred IRA Investing

March 14, 2024 12:00 - 14 minutes - 32.8 MB

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

Adam Talks - Self - Directed IRA Fees Absolutely Do Matter

March 07, 2024 11:00 - 18 minutes - 43.2 MB

On this episode of Adam Talks, Adam Bergman, founder of IRA Financial discusses why Self-Directed IRA fees really do matter. Tune in to learn more!

Episode 428: Did Elon Musk Kill Delaware For Businesses

February 29, 2024 15:34 - 14 minutes - 33.2 MB

In this episode of Adam Talks, IRA Financial founder, Adam Bergman discusses the impact of Elon Musk's legal battle in Delaware. While Delaware has traditionally been known for its business-friendly legal environment, Elon Musk's recent case may have changed that. Tune in to learn more!

Adam Talks - Did Elon Musk Kill Delaware For Businesses

February 29, 2024 15:34 - 14 minutes - 33.2 MB

In this episode of Adam Talks, IRA Financial founder, Adam Bergman discusses the impact of Elon Musk's legal battle in Delaware. While Delaware has traditionally been known for its business-friendly legal environment, Elon Musk's recent case may have changed that. Tune in to learn more!

Episode 427: Use Your IRA To Buy A House Tax - Free

February 22, 2024 13:00 - 13 minutes - 30.5 MB

On this episode of Adam Talks, Adam Bergman, IRA Financial founder discusses how you can use your IRA to invest in real estate tax-free!

Adam Talks - Use Your IRA To Buy A House Tax - Free

February 22, 2024 13:00 - 13 minutes - 30.5 MB

On this episode of Adam Talks, Adam Bergman, IRA Financial founder discusses how you can use your IRA to invest in real estate tax-free!

Episode 426: Gov Screw Up, $1500 Credit, Set - Up Solo 401k For Free

February 15, 2024 17:30 - 12 minutes - 28.7 MB

In this episode, Adam Bergman informs viewers of how the government messed up and now allows you to get a $1,500 tax credit when opening a Solo 401(k). Learn how you can benefit today!

Adam Talks - Gov Screw Up, $1500 Credit, Set - Up Solo 401k For Free

February 15, 2024 17:30 - 12 minutes - 28.7 MB

In this episode, Adam Bergman informs viewers of how the government messed up and now allows you to get a $1,500 tax credit when opening a Solo 401(k). Learn how you can benefit today!

Adam Talks - Live Off Your IRA Or 401k Tax Free!

February 08, 2024 14:00 - 13 minutes - 32 MB

Join IRA Financial founder Adam Bergman as he discusses how to live off your IRA or 401(k) tax free!

Episode 425: Live Off Your IRA Or 401k Tax Free!

February 08, 2024 14:00 - 13 minutes - 32 MB

Join IRA Financial founder Adam Bergman as he discusses how to live off your IRA or 401(k) tax free!

Episode 424: 2024 SDIRA Investment Predictions

February 01, 2024 16:30 - 17 minutes - 40.7 MB

In this episode, IRA Financial founder Adam Bergman discusses Self-Directed IRA investments for 2024. Tune in and learn how to diversify your retirement!

Adam Talks - 2024 SDIRA Investment Predictions

February 01, 2024 16:30 - 17 minutes - 40.7 MB

In this episode, IRA Financial founder Adam Bergman discusses Self-Directed IRA investments for 2024. Tune in and learn how to diversify your retirement!

Adam Talks - $300K Deductions

January 25, 2024 14:00 - 34 minutes - 80 MB

On this episode of Adam Talks, Adam Bergman ESQ, founder of IRA Financial discusses $300k in tax credits. Tune in to learn how to save on taxes and start investing for your future!

Episode 423: $300K Deductions

January 25, 2024 14:00 - 34 minutes - 80 MB

On this episode of Adam Talks, Adam Bergman ESQ, founder of IRA Financial discusses $300k in tax credits. Tune in to learn how to save on taxes and start investing for your future!

Episode 422: New Years Resolution That Will Guaranty You Tax - Free Wealth AUDIO

January 18, 2024 23:45 - 24 minutes - 56.8 MB

A new years resolution to guarantee you tax free money. You can't miss this episode!

Episode 422: Adam Talks - New Years Resolution That Will Guaranty You Tax - Free Wealth AUDIO

January 18, 2024 23:45 - 24 minutes - 56.8 MB

A new years resolution to guarantee you tax free money. You can't miss this episode!

Episode 421 - New 2024 IRA & 401(k) Numbers

January 04, 2024 16:02 - 19 minutes - 44.7 MB

In this episode of Adam Talks, Adam Bergman, Esq. discusses all the numbers you need to know for 2024 regarding IRAs and 401(k) plans.

Episode 420 - This New Law Will Impact 35+ Million Businesses

December 28, 2023 14:35 - 15 minutes - 34.9 MB

In this episode of Adam Talks, Adam Bergman, Esq. discusses the Corporate Transparency Act, that goes into effect next year, which requires all small businesses to file a Beneficial Ownership Interest report with FinCEN.

Episode 419 - Supreme Court Case Could Topple Our Income Tax System

December 21, 2023 15:05 - 15 minutes - 36.1 MB

In this episode of Adam Talks, Adam Bergman, Esq. discusses a Supreme Court case, Moore v. United States, that is currently under review, that could change how "unrealized" income is taxed.

Episdoe 418 - New Ruling Hurts Investment Fund Managers

December 14, 2023 16:46 - 20 minutes - 46.9 MB

In this episode of Adam Talks, Adam Bergman, Esq. discusses a new court case ruling involving a $10 billion hedge fund and how limited partners are taxed.

Episode 417 - 4 Key Year-End Tax Tips You Need to Know

December 07, 2023 14:26 - 19 minutes - 45.4 MB

In this episode of Adam Talks, Adam Bergman, Esq. will discuss tips to help you save on your taxes including harvesting losses, Roth conversions, maximizing your 401(k) contributions, and tax-free gifts to children.

Episode 416 - Not a very Happy New Year for Your LLC or Corporation

November 30, 2023 14:25 - 17 minutes - 41.3 MB

In this episode of Adam Talks, Adam Bergman, Esq. will discuss the Corporate Transparency Act, which will go into effect next year, what you need to do, and who must comply.

Episode 415 - Inside the 2024 Income Tax Rates

November 23, 2023 14:26 - 11 minutes - 25.6 MB

In this episode of Adam Talks, Adam Bergman, Esq. will review the new 2024 income tax rates, comparing them to this year's brackets, and some tax planning ideas for the new year.

Episode 414 - Starting A Business - The Secret Silicon Valley Way

November 16, 2023 14:05 - 20 minutes - 47.9 MB

In this episode of Adam Talks, Adam Bergman, Esq. discusses the Peter Thiel strategy of using Roth IRA funds to invest in founder's stock for your new business.

Episode 413 - A New Incentive to Contribute to a 401(k)

November 09, 2023 14:55 - 10 minutes - 23.8 MB

In this episode of Adam Talks, Adam Bergman, Esq. discusses changes to FAFSA for student aid. 401(k) contributions will no longer be considered income meaning you can qualify for more relief.

Episode 412 - How the US Retirement System Rates Against the World

November 02, 2023 16:10 - 15 minutes - 35.6 MB

In this episode of Adam Talks, Adam Bergman, Esq. discusses a new report that ranks the retirement systems of different countries around the world, and how the US can do better.

Episode 411 - LLC Owners Alert: The Government is Coming

October 26, 2023 13:35 - 18 minutes - 42.4 MB

In this episode of Adam Talks, Adam Bergman, Esq. discusses new rules, which may go into effect as soon as January 1, 2024 from FinCEN, that will require anyone with control of an LLC to report beneficial ownership of the business to FinCEN and the IRS. Will this new rule impact retirement savers who use an LLC?

Episode 410 - Help on the Way to Pay for Your Medical Bills

October 19, 2023 13:23 - 13 minutes - 30.1 MB

In this episode of Adam Talks, Adam Bergman, Esq. discusses new legislation, the HSA Modernization Act and HSA Improvement Act, which would double the amount you can contribute to a Health Savings Account.

Episode 409 - Still Time to Contribute $60K+ in a Roth

October 12, 2023 13:33 - 19 minutes - 44.2 MB

In this episode of Adam Talks, Adam Bergman, Esq. discusses the Mega Backdoor Roth Solo 401(k) plan, and how you can still put away over $66,000 for 2022 if you filed an extension for your tax return. The deadline is October 15!

Episode 408 - How to Shelter Your Business Profits from Tax

October 05, 2023 13:42 - 15 minutes - 36.3 MB

In this episode of Adam Talks, Adam Bergman, Esq. discusses two strategies utilizing the Roth IRA that will allow you to shelter your business profits from being taxed.

Episode 407 – How to Pay NO Tax on a Roth IRA Conversion

September 28, 2023 13:25 - 13 minutes - 30.9 MB

In today's episode of Adam Talks, Adam Bergman, Esq. discusses the Roth IRA conversion and how to pay no tax on it when receiving a tax deduction for a particular type of investment.

Episode 406 - 2 New IRS Rules on Roth 401(k)s & Cryptos You may have Missed

September 21, 2023 13:12 - 12 minutes - 27.9 MB

In today's episode of Adam Talks, Adam Bergman, Esq. discusses two new IRS rules - the catch-up contribution rules for 401(k) plans, and a proposal to force crypto dealers to report transactions.

Episode 405 - New SEC Rules Impact on IRA Fund Investors

September 14, 2023 13:48 - 11 minutes - 27.5 MB

In today's episode of Adam Talks, Adam Bergman, Esq. discusses a new SEC rule which will impact investors that invest in private equity, hedge funds and similar assets.

Episode 405 - How to Consolidate Your Credit Card Debt with Your IRA/401(k)

September 07, 2023 14:00 - 20 minutes - 46.6 MB

In today's episode of Adam Talks, Adam Bergman, Esq. discusses strategies for reducing your credit card debt using your IRA or 401(k) plan.

Episode 404 - The IRS Attacks NY Mets Owner - Impact on All Hedge Funds

August 31, 2023 13:45 - 10 minutes - 24.4 MB

In today's episode of Adam Talks, Adam Bergman, Esq. discusses the IRS attack on Steven Cohen to pay millions in self-employment tax from hedge fund investments, and how this may impact you.

Episode 403- Crypto Staking, the IRS, and the IRA Tax Shelter

August 24, 2023 13:30 - 18 minutes - 42.3 MB

In today's episode of Adam Talks, Adam Bergman, Esq. discusses Notice 2013-14, which offers guidance about how crypto staking is taxed and how it affects your IRA.

Episode 402 - Important New IRA Creditor Protection Case

August 17, 2023 13:58 - 13 minutes - 31.5 MB

In today's episode of Adam Talks, Adam Bergman, Esq. discusses a new bankruptcy case regarding co-mingling IRA funds and the loss of the IRA exemption from creditors.

Episode 401 - US Debt Downgrade Impact on Your IRA

August 10, 2023 13:22 - 17 minutes - 40.5 MB

In today's episode of Adam Talks, Adam Bergman, Esq. discusses the debt downgrade from AAA to AA+ and how it will impact your IRA investing strategy.

Episode 400 - Shocking XRP SEC Victory & Impact on IRAs

August 07, 2023 14:19 - 23 minutes - 52.8 MB

In today's episode of Adam Talks, Adam Bergman, Esq. discusses XRP's partial victory over the SEC arguing that XRP is not a security or investment contract when consumers purchase it on an exchange.

Episode 399 - Is the IRS Coming for Your Cryptos?

July 27, 2023 17:17 - 20 minutes - 47.6 MB

In today's episode of Adam Talks, Adam Bergman, Esq. discusses the Kraken-IRS battle, the John Doe summons, and the overreach of the IRS in terms of getting your crypto trading history.