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Adam Talks

485 episodes - English - Latest episode: 7 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 445 - Five-Year Retirement Plan

July 04, 2024 15:00 - 18 minutes - 41.9 MB

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the five-year retirement plan and why quick-fix retirement strategies don't work; time and tax deferral are the essential keys for unlocking retirement wealth.

Episode 444 - UBIT is not as Bad as You Think for Your IRA

June 27, 2024 15:00 - 19 minutes - 44.7 MB

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses unrelated business taxable income, UBIT or UBTI, how the tax may affect your investments, and why it's not as bad as you might think.

Episode 443 - 50 Years of the IRA

June 21, 2024 14:34 - 24 minutes - 55.3 MB

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the 50-year history of the Individual Retirement Account (IRA) and why everyone should invest with one.

Episode 442 - 50 Years of the IRA

June 21, 2024 14:34 - 24 minutes - 55.3 MB

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the 50-year history of the Individual Retirement Account (IRA) and why everyone should invest with one.

Episode 442 - The Legal Status of Non-Compete Agreements

June 13, 2024 15:00 - 20 minutes - 47 MB

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses non-compete agreements and the impact new legislation could have on business-employee relationships.

Episode 441 - Maximizing the IRA & 401(k) Relationship

June 06, 2024 15:00 - 19 minutes - 43.6 MB

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses how to best maximize the two most popular retirement saving vehicles: the IRA and 401(k).

Episode 440 – Financial Independence with a Self-Directed IRA

May 30, 2024 14:52 - 18 minutes - 43.3 MB

On this episode of Adam Talks, Adam Bergman, Esq. discusses how a Self-Directed IRA can revolutionize your retirement savings by investing in what you truly understand and trust.

Episode 439 - High-Net-Worth Tax Shelter in Jeopardy

May 23, 2024 15:00 - 14 minutes - 33 MB

On this episode of Adam Talks, Adam Bergman, Esq. discusses Private Placement Life Insurance, or PPLIs, a type of investment used by high-net-worth investors, that may be on the chopping block soon.

Episode 438 - 2024 IRS Dirty Dozen Tax Scams

May 16, 2024 15:00 - 23 minutes - 54.6 MB

On this episode of Adam Talks, Adam Bergman, Esq. reveals the top 12 tax scams from the last year, which was recently published by the IRS.

Episode 438: Is My Self-Directed IRA FDIC Insured & IRS Direct File Pilot Results

May 09, 2024 15:00 - 18 minutes - 41.6 MB

On this episode of Adam Talks, Adam Bergman, Esq. discusses how FDIC insurance pertains to your Self-Directed IRA investment; Adam will also share his thoughts on the IRS Direct File Pilot program.

Episode 437: Supreme Court Case Could Change our Taxing System??

May 02, 2024 16:08 - 18 minutes - 42 MB

On this episode of Adam Talks, Adam Bergman, Esq. discusses a Supreme Court Case that may change the future of our tax system because of a possible wealth tax and the taxation of appreciation of an asset.

Episode 436 | Supreme Court Case Could Change our Taxing System??

May 02, 2024 16:08 - 18 minutes - 42 MB

On this week's episode of Adam Talks, IRA Financial's founder Adam Bergman discusses a Supreme Court Case that may change the future of our tax system. How does this affect you? Tune in to find out!

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

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

On this episode of Adam Talks, Adam Bergman, Esq. discusses massive tax deductions you may still receive for the 2023 taxable year if you are self-employed and have yet to file your taxes.

Episode 435: How to Contribute Over $90K to Your Solo 401(k)

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

On this episode of Adam Talks, Adam Bergman, Esq. discusses the Mega Backdoor Roth 401(k) and how you can contribute over $90,000 to your Solo 401(k) this year!

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? 🤔

Episode 434: Advice from One CEO to Another & CTA Update

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

On this episode of Adam Talks, Adam Bergman, Esq. shares advice from one CEO to another and the best tips for becoming a successful businessperson. Adam also provides an update on the ongoing legislation about the CTA!

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 433: The Ultimate Comparison - SEP IRA vs Solo 401(k)

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

On this episode of Adam Talks, Adam Bergman, Esq. discusses the Solo 401(k) and the SEP IRA, and which plan is the ultimate retirement plan for the self-employed.

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 432: Did OpenAI just Change Start-Ups Forever?

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

On this episode of Adam Talks, Adam Bergman, Esq. discusses OpenAI and how it's organizational structure, splitting up the not for profit and for profit sides of the business, may change how start-ups work.

Episode 432: 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!

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!

Episode 431: Big Tax Code Changes Coming Soon

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

On this episode of Adam Talks, Adam Bergman, Esq. discusses the sun-setting of provisions that arose from the 2017 Tax Cuts & Jobs Act that will expire next year and how it may impact your tax bill.

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.

Episode 430: The Future of Self-Directed IRA Investing

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

On this episode of Adam Talks, Adam Bergman, Esq. discusses the Self-Directed IRA Trust and if it is the future of investing.

Episode 429- 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, Esq. discusses the types of IRA custodial fees you should paying for and why asset valuation fees are not one of them!

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!

Episode 428: Did Elon Musk Kill Delaware for Businesses?

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

On this episode of Adam Talks, Adam Bergman, Esq. discusses a Delaware Court case involving Elon Musk's pay package at Tesla and what it means for Delaware Businesses.

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!

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 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!

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, Esq. discusses how you can potentially purchase a house using retirement funds without tax by utilizing the Roth IRA!

Episode 426: Government Screw Up - Set Up a Solo 401(k) for Free!

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

On this episode of Adam Talks, Adam Bergman, Esq. discusses an oversight the government missed which will allow a self-employed individual to set up a Solo 401(k) for free! Learn how you can benefit today!

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!

Episode 426: Government Screw Up - Setup a Solo 401(k) 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!

Episode 425: Live Off Your IRA or 401(k) Tax-Free!

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

On this episode of Adam Talks, Adam Bergman, Esq. discusses strategies on how to use Roth sub-accounts for your IRA or 401(k) to enjoy tax-free retirement money.

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!

Episode 424: 2024 Self-Directed IRA Investment Predictions

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

On this episode of Adam Talks, Adam Bergman, Esq. makes predictions for the upcoming year, specifically about the alternative investments he feels may have a big impact for Self-Directed IRA investors.

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!

Episode 423: $300,000 in Deductions Using a DB/DC Combo Plan

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

On this episode of Adam Talks, Adam Bergman ESQ, founder of IRA Financial discusses how you can receive $300k in tax credits by utilizing a DB/DC (defined benefit/defined contribution) combo plan. Tune in to learn how to save on taxes and start investing for your future!