Adam Talks
485 episodes - English - Latest episode: 7 days ago - ★★★★★ - 7 ratingsAdam Talk's - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Episode 329 - Roth IRA For Kids
March 16, 2022 14:34 - 16 minutes - 37.9 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the advantages of starting a Roth IRA for your kids and how to do it.
Episode 328 - Blockchain 101 With Ken Gendrich
February 03, 2022 13:49 - 31 minutes - 72.3 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. is joined by certified blockchain architect, and founder of Token Foundry, Ken Gendrich, to explain the cutting edge technology behind cryptocurrency and other popular projects.
Episode 327 - Leaving Your Job? Don't Forget Your Money!
January 27, 2022 14:19 - 18 minutes - 42.4 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. explains why you should ask about your retirement funds when you leave a job.
Episode 326 - 5 Huge Retirement Law Changes Coming In 2022
January 19, 2022 21:41 - 26 minutes - 59.7 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses some positive retirement law changes that could be coming this year via the "SECURE 2.0" Act.
Episode 325 - SEP IRA vs. Solo 401(k) & Venmo or Zelle? The IRS Wants to Know!
January 12, 2022 22:01 - 20 minutes - 47.5 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. covers two unique topics. First he compares the SEP IRA and Solo 401(k), and which one is better for your business. Also, the IRS now wants to know if you use a mobile app, such as Venmo or Zelle, to collect more than $600 for commercial use during the year.
Episode 324 - 2022 IRA and 401(k) Numbers to Know
January 05, 2022 21:53 - 18 minutes - 42.2 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the 2022 IRA and 401(k) contributions limits and other changes for the year, which is the first thing you should consider before you can invest.
Episode 323 - Last Minute Roth Conversion Strategies
December 30, 2021 00:00 - 21 minutes - 49.8 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the pros and cons of the Roth conversion and why you may want to consider one before the end of the year.
Episode 322 - Last Chance For Backdoor Roth IRA?
December 22, 2021 21:07 - 20 minutes - 47.2 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. revisits the Backdoor Roth IRA strategy, that was set to be eliminated by the Build Back Better Act, which is now dead courtesy of Senator Manchin of West Virginia.
Episode 321 - Government Coming for your Entity?
December 16, 2021 14:07 - 23 minutes - 53.7 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a FinCEN Notice of Proposed Rulemaking that would require entities to disclose info about their owners, to help curb illicit activities while hiding behind a "shell corporation."
Episode 320 - 2021 Key Year End Tax Planning Strategies
December 09, 2021 16:21 - 35 minutes - 80 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses tax and retirement planning strategies as we approach the end of the year. December 31 is the last day you can take advantage of many tax-saving opportunities.
Episode 319 - Important Self-Directed IRA Case For Bitcoin Investors
December 02, 2021 13:57 - 17 minutes - 40.2 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a recent court case that could impact Bitcoin investors, specifically, storing them on a cold wallet.
Episode 318 - Roth Conversion and the Build Back Better Act
November 24, 2021 18:30 - 27 minutes - 63.7 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Build Back Better Act and whether or not you should consider a Roth conversion.
Episode 318 - Ruth Conversion and the Build Back Better Act
November 24, 2021 18:30 - 63.7 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Build Back Better Act and whether or not you should consider a Roth conversion.
Episode 317 - Bitcoin ETF: What We Can Learn From Gold
November 17, 2021 17:54 - 20 minutes - 47.5 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the recently-approved Bitcoin Strategy ETF, and how it compares to the Gold ETF.
Episode 316 - 2022 IRA and 401(k) Contribution Limits
November 10, 2021 16:44 - 14 minutes - 33.7 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the 401(k) and IRA contribution limits for next year, and discusses how to best save for retirement.
Episode 315 - Is the Roth Conversion Dead?
November 03, 2021 19:33 - 25 minutes - 58.3 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses Roth conversions, and the idea that the government can change the rules at any time, as seen in the original tax proposal. Are Roths worth the risk of a bait and switch?
Episode 314 - Tax Bill and the Biden Promise
October 27, 2021 15:51 - 23 minutes - 52.6 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses possible tax increases for any IRA owner, despite the Biden promise of no higher taxes for the average American.
Episode 313 - The Rise of Inflation
October 20, 2021 14:39 - 21 minutes - 49.7 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the rise of inflation and the impact on your assets and your retirement accounts.
Episode 312 - Last Chance Self-Employed Retirement Strategies
October 13, 2021 17:06 - 26 minutes - 60 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses retirement strategies for the self-employed and how the latest tax proposal may affect how you save.
Episode 311 - Estate Planning in Light of Proposed Tax Bill
October 07, 2021 13:45 - 20 minutes - 47.5 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses his thoughts about how you can save on taxes based on provisions, both good and bad, in the proposed tax bill.
Episode 310 - Shocking Proposed Roth Rules You Need to Know
October 01, 2021 16:22 - 28 minutes - 64.1 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses provisions in proposed tax bill and how they affect Roth accounts.
Episode 309 - Government Attack on SDIRA - Update #1
September 23, 2021 14:07 - 25 minutes - 58.6 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. updates everyone on the tax proposal presented last week, and why it's concerning for Self-Directed IRA investors.
Episode 308 - Self-Directed IRA Under Attack
September 16, 2021 13:48 - 28 minutes - 65.7 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Ways and Means Committee's tax proposal and how the retirement provisions affect Self-Directed IRA investors.
Epiosde 307 - 9/11 20 Years Later - Personal Stories
September 08, 2021 19:34 - 21 minutes - 48.2 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. shares some personal stories and thoughts about the 9/11 terrorist attacks as we approach the twentieth anniversary.
Episode 306 - New Tax Law Rumors
September 02, 2021 15:48 - 19 minutes - 45.2 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses some possible new tax laws that could be introduced in the near future.
Episode 305 - Hidden Tax Provisions of Infrastructure Bill
August 26, 2021 13:07 - 12 minutes - 29 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a few tax provisions that are in President Biden's infrastructure bill and what they mean for us.
Episode 304 - Death Is About To Get Very Expensive
August 18, 2021 13:55 - 26 minutes - 60 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses new tax proposals, which could eliminate the step up in basis, which is in addition to the estate tax, meaning a higher tax bill upon your death.
Episode 303 - Carried Interest is on Life Support
August 12, 2021 13:10 - 27 minutes - 63.2 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the carried interest rules, and why they may go away thanks to a new proposal, and what that means for investors.
Episode 302 - Roth IRA Cap is Coming
August 04, 2021 15:56 - 22 minutes - 50.3 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. revisits the Roth IRA cap, which could become a reality, as Senator Ron Wyden is expected to propose a $5 million cap, among other changes to the Roth.
Episode 301 - Free Money For Having Employees
July 28, 2021 14:26 - 22 minutes - 52.3 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Employee Retention Tax Credit, which was part of the CARES Act, and how eligible businesses can receive free money for having employees.
Episode 300 - Roth IRA Feel Good Story
July 21, 2021 13:30 - 16 minutes - 37.1 MBIn this, the 300th episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a feel good story about how a client turned tragedy into something special by using a Roth IRA.
Episode 299 - Capping The Roth IRA
July 15, 2021 13:00 - 15 minutes - 34.6 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a proposal to cap Roth IRA balances at $5 million, on the heals of the news of Peter Thiel's $5 billion Roth IRA.
Episode 298 - How Bitcoin Made A Difference In My Life
July 07, 2021 17:30 - 13 minutes - 31.8 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how he was able to send a wedding gift in Bitcoin to Israel instantly and without huge fees.
Episode 297 - $5 Billion Roth IRA
June 28, 2021 14:50 - 24 minutes - 56.8 MBIn this special episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how Peter Thiel, co-founder of PayPal, turned a couple thousand dollars into $5 Billion and how it's all tax free!
Episode 296 - Buy A House With Your 401(k)
June 23, 2021 21:47 - 19 minutes - 44.5 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses different options of how to use your 401(k) funds to buy your own house!
Episode 295 - Put Away $70,000 in a Roth IRA
June 16, 2021 15:23 - 11 minutes - 26.9 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Backdoor Roth 401(k) and how you can contribute over $70,000 to a Roth IRA in one year!
Episode 294 - Bitcoin Conference Recap
June 09, 2021 19:58 - 19 minutes - 44 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses his experience at Bitcoin Miami 2021 and the interesting things he learned and a recap of his speaking engagement.
Episode 293 - Bitcoin Conference
June 02, 2021 13:41 - 23 minutes - 52.9 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the upcoming Bitcoin 2021 Conference in Miami, FL, which takes place on June 4-5, where he will be a speaker.
Episode 292 - Retirement Legislation
May 26, 2021 15:40 - 27 minutes - 63.6 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses new legislation introduced for retirement accounts, specifically an update to SECURE Act 2.0.
Episode 291 - Bitcoin is Crashing, WHY?
May 19, 2021 16:29 - 12 minutes - 28.3 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the dramatic fall of Bitcoin and other crypto prices this week, and his thoughts on what you should do.
Episode 290 - Best IRA Tax Deadline Tips
May 13, 2021 14:40 - 17 minutes - 40.2 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the 2021 tax deadline and some helpful tips to save on taxes.
Episode 289 - IRS Attack on Cryptos
May 06, 2021 17:54 - 9 minutes - 21.8 MBIn this bonus episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the John Doe summons just issued to popular crypto exchange, Kraken, and why IRA Financial clients have nothing to worry about.
Episode 288 - Biden Estate Tax Shocker
May 06, 2021 14:05 - 33 minutes - 77.4 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses President Biden's estate tax plan, which eliminates the step-up in basis upon death, and some possible workarounds.
Episode 287 - IRS Audit Risk
April 29, 2021 14:36 - 20 minutes - 46.7 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses some statistics and trends about IRS audits and if investing in alternative assets puts you more at risk for one.
Episode 286 - Biden Capital Gains Bombshell
April 23, 2021 23:44 - 18 minutes - 41.3 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses President Biden's proposed capital gains tax hike and why investors should look into a Roth IRA to invest in capital assets.
Episode 285 - Day Trading Capital Punishment
April 21, 2021 19:56 - 17 minutes - 39.7 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the capital gains "punishment" when you day trade, and why you are better off trading with an IRA or Roth IRA.
Episode 284 - Eat for Free on the IRS and Hot Crypto Pick
April 15, 2021 13:24 - 21 minutes - 48.7 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how you can get a 100% deduction on your work-related meals and his hot crypto pick of the week, Polygon.
Episode 283 - Corporate Tax
April 07, 2021 15:03 - 20 minutes - 47.6 MBIRA Financial's Adam Bergman Esq. discusses a possible increase to 28% for the corporate tax rate, which is part of President Biden's proposed infrastructure plan.
Episode 282 - Estate Tax
April 01, 2021 18:53 - 20 minutes - 47.9 MBIRA Financial's Adam Bergman Esq. discusses a possible new estate tax, which may have an impact, especially for high income earners.
Episode 281 - Turn Your Stimulus Check Into Tax-Free Wealth
March 24, 2021 16:24 - 16 minutes - 37.5 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the latest stimulus package and how, if you can afford to do so, you can turn that into tax-free wealth at retirement.