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!
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Episodes
Episode 235 - Why Buy Bitcoin
June 18, 2020 14:46 - 35 minutes - 32.4 MBIRA Financial's Adam Bergman welcomes financial advisor, Andy Edstrom, who wrote the book, Why Buy Bitcoin, to discuss the benefits of investing in Bitcoin and other cryptocurrencies.
Episode 234 - Retirement System and the Racial Wealth Divide
June 11, 2020 13:58 - 30 minutes - 27.7 MBIRA Financial's Adam Bergman discusses the racial divide in America and how all Americans can save for retirement, regardless of race, religion or beliefs.
Episdoe 233 - Opening Economy Presents Opportunities for Retirement Investors
June 04, 2020 14:04 - 19 minutes - 17.5 MBIRA Financial's Adam Bergman discusses some investment opportunities for retirement investors as the country starts to reopen due to the COVID-19 virus.
Episode 232 - COVID-19 And Socialized Medicine
May 28, 2020 14:51 - 19 minutes - 17.9 MBIRA Financial's Adam Bergman discusses his experience with a family member in Canada who has tested positive for COVID-19 and their dealings with socialized medicine.
Episode 231 - Life Insurance In A 401(k)
May 21, 2020 16:01 - 34 minutes - 31.4 MBIRA Financial's Adam Bergman welcomes Tim Messett, from Pension Investors Corporation of Orlando, to discuss investing in life insurance with your 401(k) plan and if it's worth it.
Episode 230 - SBA PPP Loan Guidance
May 15, 2020 14:24 - 13 minutes - 12.4 MBIn this bonus podcast, IRA Financial's Adam Bergman discusses the brand new regulations the SBA has introduced about their Payroll Protection Program loan for small businesses.
Episode 229 - What Can Michael Jordan Teach Us About Saving for Retirement
May 14, 2020 18:26 - 11 minutes - 10.5 MBIRA Financial's Adam Bergman discusses the ESPN series, "The Last Dance," and what we can take from Michael Jordan and put to use when it comes to saving for retirement.
Episode 228 - Is Now the Time to Set Up a Pension Plan?
May 08, 2020 12:51 - 26 minutes - 24.6 MBIRA Financial's Adam Bergman welcomes Tim Caldwell from Pension Investors Corporation of Orlando, to discuss why this is a great time to set up a pension plan.
Episode 227 - Inside Look At The Equity Markets
April 29, 2020 15:14 - 24 minutes - 22.4 MBIRA Financial's Adam Bergman welcomes Dan Segal, Director of Investments at Benchmark Financial, to discuss the equity markets and how the economy has been affected by COVID-19.
Episode 226 - Should Small Business Owners Pay Rent?
April 22, 2020 20:21 - 10 minutes - 9.55 MBIRA Financial's Adam Bergman talks with Michael Tobin, Esq., a veteran real estate attorney, on options to small business owners with respect to commercial rent obligations during the COVID-19 pandemic.
Episode 225 - Applying for an SBA Loan
April 16, 2020 15:02 - 12 minutes - 11.1 MBIRA Financial's Adam Bergman discusses his experiences applying for the SBA loans available to small business owners due to the CARES Act.
Episode 224: Small Business Owners 401(k) Options During a Crisis
April 08, 2020 19:00 - 7 minutes - 6.8 MBIRA Financial's Adam Bergman discusses the options small business owners have with their 401(k) plans during the current financial crisis.
Episode 223 - Your IRA and the CARES Act
April 02, 2020 23:13 - 7 minutes - 6.71 MBIRA Financial's Adam Bergman discusses certain provisions of the CARES Act that deal with IRAs, including contributions, distributions and RMDs.
Episode 222 - Now May Be the Best Time To Start a Business
March 26, 2020 13:18 - 10 minutes - 9.26 MBIRA Financial's Adam Bergman discusses why a bad economy is a great time to start your own business. He also talks about how he started IRA Financial after the 2008 financial crisis.
Episode 221 - Real Estate vs Stocks During a Volatile Market
March 19, 2020 21:03 - 9 minutes - 8.89 MBIRA Financial's Adam Bergman discusses the impact the Coronavirus is having on the US stock markets and why real estate is a better investment than stocks.
Episode 220 - Coronavirus, Stock Markets and Tax Planning
March 16, 2020 22:30 - 12 minutes - 11.5 MBIRA Financial's Adam Bergman discuses the impact the coronavirus is having on the stock market and tax planning opportunities you should consider because of it.
Episode 219 - Mega Roth 401(k) Contributions
March 06, 2020 22:06 - 15 minutes - 14.2 MBIRA Financial's Adam Bergman discusses the mega Roth 401(k)and explains how it works, the benefits of it and why you should know about it.
Episode 218 - Using Retirement Funds To Buy A Business
March 02, 2020 20:31 - 11 minutes - 10.5 MBIRA Financial's Adam Bergman discusses how you can use retirement funds to buy a business and why you should consider it.
Episode 217 - Rothification May Make You Work Longer
February 20, 2020 17:00 - 13 minutes - 12.7 MBIRA Financial's Adam Bergman discuses the possible Rothification of retirement savings, which may lead many to work longer. There is talk of eliminating the upfront tax deduction of traditional retirement plans in favor of after-tax Roth contributions.
Episode 216 - How Tax Attorneys Buy Bitcoin
February 14, 2020 16:18 - 15 minutes - 14 MBIRA Financial's Adam Bergman discusses why tax attorneys and other smart investors use a Self-Directed Roth IRA to purchase Bitcoin and other cryptocurrencies.
Episode 215 - Stretch IRA Workaround?
February 06, 2020 17:35 - 15 minutes - 13.8 MBIRA Financial's Adam Bergman discusses the impact the SECURE Act has had on the Stretch IRA. Is it dead, or is there a workaround?
Episode 214 - Coronavirus - Will it Affect Your Retirement?
February 01, 2020 01:46 - 11 minutes - 10.6 MBIRA Financial's Adam Bergman discusses the coronavirus and the impact it is having on the global economy and how it may impact your retirement savings.
Episode 213 - Choose The Right Entity For Your Business
January 27, 2020 22:43 - 15 minutes - 14 MBIRA Financial's Adam Bergman discusses how to choose the right entity for your business. He talks about sole proprietorships, LLCs, S & C Corporations and the pros and cons of each.
Episode 212 - Hitting Your Financial Goals At Retirement
January 20, 2020 14:59 - 17 minutes - 16 MBIRA Financial's Adam Bergman discusses how you can reach your financial goals at retirement and also demonstrates why it is important to start early, be consistent and trust the process.
Episode 211 - Free Universal Health Care
January 09, 2020 18:08 - 20 minutes - 18.9 MBIRA Financial's Adam Bergman discusses the idea of free, universal health care and his experience with it growing up in Canada and if it's a viable option in the United States.
Episode 210 - Roth IRA For Your Kids
January 03, 2020 02:13 - 15 minutes - 14.6 MBIRA Financial's Adam Bergman discusses why you should open a Roth IRA for your kids, how it works and the benefits of the plan.
Episode 209 - Valuing Your Self-Directed IRA
December 26, 2019 22:09 - 14 minutes - 13.2 MBIRA Financial's Adam Bergman discusses the process of valuing your Self-Directed IRA and why you need to do it.
Episode 208 - Even Santa Can Have A Solo 401(k)
December 18, 2019 21:00 - 8 minutes - 7.41 MBIRA Financial's Adam Bergman discusses how even Santa Claus can open a Solo 401(k) plan. Since playing Santa will earn you self-employment income, you can contribute to a Solo 401(k).
Episode 207 - Inherited IRA - What You Need to Know
December 13, 2019 13:57 - 12 minutes - 11.2 MBIRA Financial's Adam Bergman discusses the Inherited IRA and your options as either a spouse or non-spouse.
Episode 206 - Roth IRA Conversion - Avoid These Mistakes
December 09, 2019 18:38 - 10 minutes - 10.1 MBIRA Financial's Adam Bergman discusses the Roth IRA conversion and the five pitfalls you should avoid.
Episode 205 - IRA Financial Partners with Gemini Exchange
November 27, 2019 16:07 - 13 minutes - 11.9 MBIRA Financial's Adam Bergman discusses the partnership with Gemini Exchange and the ability to use the IRA Financial app to invest in Bitcoin and other cryptocurrencies with Gemini.
Episode 204 - Financial Transaction Tax and Your Retirement
November 20, 2019 17:30 - 8 minutes - 8.08 MBIRA Financial's Adam Bergman discusses a possible financial transaction tax that Senator Bernie Sanders has proposed and what it could mean for retirement savers.
Episode 203 - Student Debt vs Saving for Retirement
November 08, 2019 16:50 - 14 minutes - 13.4 MBIRA Financial's Adam Bergman discusses whether the amount of student debt you have is worth the degree you receive and also if you are better off working and stashing your college funds in a retirement account.
Episode 202 - The 1031 Exchange and Self-Directed IRA
October 31, 2019 21:13 - 7 minutes - 6.74 MBIRA Financial's Adam Bergman discusses the similarities of the 1031 Exchange and the Self-Directed IRA, and how you can benefit.
Episode 201 - Best Cities To Be Self Employed
October 24, 2019 15:56 - 8 minutes - 8.11 MBIRA Financial's Adam Bergman discusses the best cities for self-employed individuals while saving for retirement.
Episode 200 - Saving for Retirement - Spending Power by State
October 17, 2019 16:35 - 6 minutes - 6.03 MBIn his 200th episode, IRA Financial's Adam Bergman talks about the spending power of your retirement funds in each state.
Episode 199 - Trade War Impacting IRA/401(k) Performance
October 14, 2019 13:06 - 8 minutes - 8.08 MBIRA Financial's Adam Bergman discusses how the trade war is impacting your IRA and 401(k) performance and what types of alternative investments you can invest in.
Episode 198 - Progressive Democrats And The Roth IRA
October 03, 2019 20:38 - 10 minutes - 9.43 MBIRA Financial's Adam Bergman discusses how the government can change a lot of the attractive features of the Roth IRA.
Episode 197 - How Will a Possible Wealth Tax Affect You?
September 26, 2019 23:04 - 14 minutes - 13 MBIRA Financial's Adam Bergman discusses the proposed wealth tax and how it can hurt business owners who aren't considered super-rich.
Episode 196 - How California Assembly Bill 5 Disrupts The Gig Economy
September 19, 2019 15:42 - 10 minutes - 9.64 MBIRA Financial's Adam Bergman discusses California Assembly Bill 5, that plans to reclassify independent contractors of certain professions as employees and what it means for the gig economy.
Episode 195 - MLPs, Private Equity or Hedge Funds in Your IRA?
September 12, 2019 21:43 - 15 minutes - 14.3 MBIRA Financial's Adam Bergman discusses master limited partnerships (MLP), private equity and hedge funds, and which is the best choice for your IRA.
Episode 194 - What You Should Do With An Old 401k
September 05, 2019 17:19 - 15 minutes - 14.5 MBIRA Financial's Adam Bergman discusses your options with an old 401(k) plan when you leave a job.
Episode 193 - What College Graduates Should do First When Starting a New Job
August 29, 2019 14:51 - 6 minutes - 5.78 MBIRA Financial's Adam Bergman discusses the first thing you should do when you graduate college and start you first job to become a millionaire at retirement.
Episode 192 - Can You Invest in Art with an IRA?
August 21, 2019 21:39 - 9 minutes - 8.87 MBIRA Financial's Adam Bergman discusses whether or not you can invest in art or other collectibles with an IRA.
Episode 191 - Trade War Impact on Retirement Accounts
August 15, 2019 14:15 - 7 minutes - 7.16 MBIRA Financial's Adam Bergman discusses the Trade War between the US and China, and it's impact on self-directed retirement accounts.
Episode 190 - The Best Way to Buy Bitcoin is in an IRA
August 06, 2019 12:58 - 9 minutes - 8.76 MBIRA Financial's Adam Bergman discusses why using a Self-Directed IRA is the best way to buy Bitcoin and other cryptocurrencies
Episode 189 - Tapping Your 401(k) for Personal Expenses
July 25, 2019 19:55 - 13 minutes - 12 MBIRA Financial's Adam Bergman discusses the many ways you can tap your 401(k) plan to pay for personal expenses.
Episode 188 - Is The Government Coming For Your IRA?
July 22, 2019 14:11 - 13 minutes - 12 MBIRA Financial's Adam Bergman discusses the impact of the SECURE Act on Stretch IRAs and whether the government will change current rules.
Episode 187 - New IRS Crypto Tax Regulations
July 12, 2019 20:09 - 10 minutes - 9.83 MBIRA Financial's Adam Bergman discusses the new IRS tax legislation for cryptocurrencies, the first of it's kind since 2014.
Episode 186 - Audit Risks & Retirement Plans
July 03, 2019 20:04 - 7 minutes - 6.95 MBIRA Financial's Adam Bergman discusses the 2018 IRS audit numbers and the possibility that your retirement plan will be scrutinized.