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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 280 - PPP, Free Money And The Self - Employed

March 18, 2021 15:42 - 17 minutes - 16.2 MB

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the latest stimulus package, including the Payroll Protection Program (PPP) loan for self-employed individuals.

Episode 279 - NFTs and Your IRA

March 10, 2021 22:47 - 23 minutes - 21.9 MB

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses non-fungible tokens, or NFTs, how they work and if you can own them in your retirement account.

Episode 278 - Free Money for your IRA

March 03, 2021 23:11 - 17 minutes - 16.1 MB

IRA Financial's Adam Bergman Esq. discusses why you should consider contributing stimulus funds from the government into an IRA, if you can afford to do so.

Episode 277 - The Big Lie - Financial Institutions are Lying About Your IRA

February 25, 2021 16:14 - 17 minutes - 16.4 MB

IRA Financial's Adam Bergman Esq. discusses why financial institutions don't want you to self-direct your IRA and invest in alternative assets, and why it's all a lie.

Episode 276 - Crypto Owners - The IRS is Watching You!

February 17, 2021 21:14 - 19 minutes - 17.5 MB

IRA Financial's Adam Bergman Esq. discusses why the IRS is looking at you if you invest in Bitcoin, and other cryptocurrencies, outside of a retirement account.

Episode 275 - The 3 Martini Lunch is Back

February 10, 2021 18:23 - 18 minutes - 16.7 MB

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses deductions you can take this year to lower your tax bill, including 100% deduction for business meals at a restaurant, employee retention tax credit and the five-year carry-back on Net Operating Losses.

Episode 274 - Jeffrey Epstein's Wealth

February 03, 2021 22:38 - 24 minutes - 22.5 MB

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a sensitive subject, Jeffrey Epstein, and the crazy ways he accumulated his wealth.

Episode 272 - Game Stop, Speculation and Your IRA

January 28, 2021 16:30 - 11.6 MB

In this emergency episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses what is happening with GameStop and other publicly-traded stocks and how speculation works with an IRA.

Episode 273 - Game Stop, Speculation and Your IRA

January 28, 2021 16:30 - 12 minutes - 11.6 MB

In this emergency episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses what is happening with GameStop and other publicly-traded stocks and how speculation works with an IRA.

Episode 272 - SPACs And Your IRA

January 27, 2021 17:38 - 20 minutes - 18.6 MB

IRA Financial's Adam Bergman Esq. discusses Special Purpose Acquisition Companies (SPACs), what they are, their advantages and why it makes sense to use your IRA to invest in them.

Episode 271 - Bitcoin vs Gold

January 21, 2021 15:27 - 26 minutes - 23.9 MB

IRA Financial's Adam Bergman Esq. debates the advantages and disadvantages of investing in gold versus Bitcoin, and what the future holds for our economy.

Episode 270 - Biden Administration and Your 401(k)

January 13, 2021 16:48 - 14 minutes - 13.4 MB

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses possible changes the Biden administration may impose on your 401(k) plan when the new president takes office.

Adam Talks - Biden Administration and Your 401(k)

January 13, 2021 16:48 - 13.4 MB

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses possible changes the Biden administration may impose on your 401(k) plan when the new president takes office.

Episode 269 - What the Change in Leadership Means for Your Retirement

January 09, 2021 15:41 - 17 minutes - 40.4 MB

In this special edition of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the impact of the Democrats gaining control of the Senate, in addition to the House and the presidency and what it means for your retirement.

Episode 268 - Bitcoin - Is it Too Late to get in the Game?

January 06, 2021 22:59 - 19 minutes - 18.2 MB

IRA Financial's Adam Bergman Esq. discusses Bitcoin, why it has been the best asset class in the last year and explains why it's not too late to get in the game.

Episode 267 - Year-End Bonus - Smart Ways to Spend

December 30, 2020 14:19 - 14 minutes - 13 MB

IRA Financial's Adam Bergman Esq. discusses the smartest ways to spend your bonus if you were lucky enough to get one this year.

Episode 266 - $900 Billion Stimulus Package Details

December 22, 2020 22:13 - 7 minutes - 7.08 MB

IRA Financial's Adam Bergman Esq. discusses the $900 billion stimulus package that was just introduced to help individuals and small business owners who continue to be affected by the COVID-19 pandemic.

Episode 265 - Year-End Tax Planning

December 17, 2020 18:10 - 13 minutes - 12.4 MB

IRA Financial's Adam Bergman Esq. discusses maximizing your retirement benefits and key year-end tax-planning tips for 2020.

Episode 264 - Real Estate Investors - New Tax Rules

December 10, 2020 16:14 - 14 minutes - 13.6 MB

IRA Financial's Adam Bergman Esq. discusses two key provisions of the CARES Act that could potentially save real estate investors a bundle in taxes this year.

Epiosde 263 - Cash Is Trash

December 03, 2020 16:55 - 12 minutes - 11.6 MB

IRA Financial's Adam Bergman Esq. explains why "cash is trash" right now due to low interest rates and inflation concerns, and why you should be investing your money in other assets, such as real estate and Bitcoin.

Episode 262 - Inflation

November 27, 2020 15:14 - 13 minutes - 12.8 MB

IRA Financial's Adam Bergman Esq. explains what the COVID-19 pandemic has done to the economy and why inflation will have a huge impact when it comes time to pay back the government for all the spending it has done to boost the economy.

Episode 261 - Working From Home – What Employee Expenses Are Tax Deductible?

November 19, 2020 17:14 - 13 minutes - 12.3 MB

IRA Financial's Adam Bergman Esq. explains why most employee expenses are not tax deductible and how self-employed individuals can receive federal tax deductions.

Episode 260 - Made a Fortune in Bitcoin and it is All Tax Free

November 12, 2020 13:51 - 20 minutes - 19 MB

IRA Financial's Adam Bergman Esq. discusses his Bitcoin investment, why he used a Self-Directed Roth IRA to invest and how the gains are completely tax free!

Episode 259 - Election Update and Your Retirement Accounts

November 05, 2020 19:52 - 11 minutes - 26.9 MB

In this special edition of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the election and your retirement funds as it looks like Joe Biden will be the next president, while the Democrats hold the House and the Republicans will seemingly hold the Senate.

Episode 258 - How To Get Free Cash From Your Employer

November 04, 2020 21:47 - 24 minutes - 22.1 MB

IRA Financial's Adam Bergman Esq. explains how to get free money from your employer when you save with a 401(k) plan, whether it's via Safe Harbor contributions or through an employer match.

Episode 257 - Secure Act 2.0

November 02, 2020 17:56 - 13 minutes - 12.5 MB

IRA Financial's Adam Bergman Esq. discusses new retirement legislation that has been introduced, dubbed SECURE Act 2.0, and how it may affect retirement savers if it becomes law.

Episode 256 - 2021 IRA & 401(k) Maximum Contribution Limits Announced

October 30, 2020 19:22 - 17 minutes - 15.6 MB

IRA Financial's Adam Bergman Esq. discusses the recently announced contribution limits for 2021 for retirement plans, including the Solo 401(k), Self-Directed IRA, SIMPLE and SEP IRAs, along with a historical look at the limits.

Episode 256 -2021 IRA & 401(k) Maximum Contribution Limits Announced

October 30, 2020 19:22 - 15.6 MB

IRA Financial's Adam Bergman Esq. discusses the recently announced contribution limits for 2021 for retirement plans, including the Solo 401(k), Self-Directed IRA, SIMPLE and SEP IRAs, along with a historical look at the limits.

Episode 255 - How The Wealthy can Beat Biden's Proposed Capital Gains Tax Hike

October 29, 2020 15:43 - 25 minutes - 23.8 MB

IRA Financial's Adam Bergman Esq. discusses presidential hopeful Joe Biden's proposed capital gains tax hike and how wealthy individuals can manage their tax burdens easier.

Episode 254 - Tax Attorney's Take On Biden's 401(k) Plan

October 23, 2020 16:11 - 27 minutes - 24.8 MB

IRA Financial's Adam Bergman Esq. discusses presidential hopeful Joe Biden's proposed changes to the 401(k) plan if elected.

Episode 253 - Using a Trust Instead of an LLC for Your Self-Directed IRA

October 21, 2020 15:58 - 28 minutes - 26.1 MB

IRA Financial's Adam Bergman Esq. discusses the differences between using a trust or an LLC for your Self-Directed IRA, and why the LLC is generally the better option for most investors.

Episode 252 - Trump's $70,000 Hair Deduction May not be as Hairy as You Think

October 15, 2020 16:28 - 32 minutes - 29.4 MB

IRA Financial's Adam Bergman Esq. discusses President Trump's tax deduction for $70,000 worth of hair care while filming "The Apprentice" and why it may be allowed and how you can take advantage of the tax code.

Episode 251 - A Business Owner's Guide To COVID-19 Testing

October 08, 2020 12:58 - 38 minutes - 35.5 MB

IRA Financial's Adam Bergman Esq. shares some guidance about how a business owner should be testing for COVID-19 and the steps they should take to keep everyone safe.

Episode 250 - Trump's Tax Return (Condensed Version)

October 05, 2020 11:48 - 23 minutes - 21.5 MB

Here's a condensed version of our most recent podcast where IRA Financial's Adam Bergman discusses President Trump's federal income tax returns.

Episode 250 - Trump's Tax Returns - A Tax Attorney's Take

October 01, 2020 15:43 - 48 minutes - 44.1 MB

IRA Financial's Adam Bergman Esq. gives his take on the news of President Trump's tax return and how the president was able to pay so little in federal income taxes.

Episode 249 - Biden Wants To Change The Solo 401(k) Plan

September 24, 2020 13:38 - 32 minutes - 29.9 MB

IRA Financial's Adam Bergman, Esq. discusses presidential hopeful Joe Biden's plan to revamp the Solo 401(k) plan by incentivizing more people to save for retirement.

Episode 248 - Raid Retirement Funds During COVID - 19

September 17, 2020 18:03 - 37 minutes - 34.3 MB

IRA Financial's Adam Bergman discusses the best ways to raid your retirement account(s) during the COVID-19 pandemic, if you do not have access to other funds to get through this difficult time.

Episode 247 - The Greatest Roth Tax Strategy You Never Heard Of

September 10, 2020 13:26 - 30 minutes - 27.9 MB

IRA Financial's Adam Bergman discusses the Mega Backdoor Roth 401(k) and how it supersizes your tax-free (Roth) retirement income. By making after-tax contributions to a 401(k), you can move those funds into an IRA and convert them to a Roth.

Episode 246 - Your Former Employer May Have Your Old 401(k) Money

September 03, 2020 19:03 - 26 minutes - 24 MB

IRA Financial's Adam Bergman discusses the fact that MILLIONS of Americans have left BILLIONS of dollars of 401(k) funds at previous jobs. Learn how to find and reclaim those funds and what you should do with 401(k) money when you leave a job.

Episode 245 - Inherited IRA Options

August 27, 2020 12:30 - 30 minutes - 27.9 MB

IRA Financial's Adam Bergman discusses the Inherited IRA options and the differences of being a spousal beneficiary and a non-spouse one. If you own an IRA, make sure you name your beneficiaries and know what happens when you pass.

Episode 244 - What a Biden Victory Means for Your Retirement Accounts

August 21, 2020 12:45 - 25 minutes - 23.1 MB

IRA Financial's Adam Bergman discusses the possible effect a Biden victory in the 2020 election would mean for investors and, especially, retirement savers.

Episode 244 - What a Biden Vicotry Means for Your Retirement Accounts

August 21, 2020 12:45

IRA Financial's Adam Bergman discusses the possible effect a Biden victory in the 2020 election would mean for investors and, especially, retirement savers.

Episode 243 - Seven Figures By Seventy

August 13, 2020 14:31 - 29 minutes - 27.4 MB

IRA Financial's Adam Bergman is excited to share details of his new book, "Seven Figures by Seventy," a comprehensive, yet easy to read, book about how almost everyone can amass at least $1,000,000 by the time they reach retirement.

Episode 242 - What the NBA Bubble Can Teach Us

August 11, 2020 14:22 - 26 minutes - 24.7 MB

IRA Financial's Adam Bergman discusses the NBA bubble and what we can take from it to our personal lives, including taking care of our family and saving for retirement.

Episode 241 - Your State Wants To Get Into The IRA Business

July 30, 2020 13:13 - 27 minutes - 25.5 MB

IRA Financial's Adam Bergman discusses the pros and cons of state run IRAs. He talks about the impact these programs could have on small business owners.

Episode 240 - COVID-19 May Boost Roth IRA Conversions

July 23, 2020 14:42 - 22 minutes - 20.5 MB

IRA Financial's Adam Bergman discusses the impact the COVID-19 pandemic is having on retirement account holders and why it may boost Roth IRA conversions.

Episdoe 239 - Real Estate Trends Amid COVID-19

July 16, 2020 14:57 - 20 minutes - 18.7 MB

IRA Financial's Adam Bergman discusses the real estate trends he's seeing due to the COVID-19 pandemic. These include people looking to move to less densely populated areas, while investors are looking at more urban areas, where deals can now be found.

Episode 238 - Two Things for Guaranteed Success

July 09, 2020 14:56 - 21 minutes - 19.3 MB

IRA Financial's Adam Bergman discusses two things you can do as a working American to achieve success - responding to emails and voicemails. It shows you have a great work ethic when you engage to potential and current customers/clients.

Episode 237 - Oh Canada - Growing up in the Great White North

July 02, 2020 15:02 - 27 minutes - 24.8 MB

To celebrate Canada Day, IRA Financial's Adam Bergman discusses growing up in Canada and how it impacted his life here in America and the differences between the two countries

Episode 236 - Real Estate Investor During COVID-19

June 25, 2020 13:28 - 21 minutes - 20.1 MB

IRA Financial's Adam Bergman talks with IRA Financial client, Isaac Rodriguez, a real estate investor, and how he's handling his income properties during the COVID-19 pandemic.