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 185 - Facebook's Libra Cryptocurrency
June 28, 2019 18:38 - 12 minutes - 11.1 MBIRA Financial's Adam Bergman discusses Facebook's new "cryptocurrency" called Libra and how it will impact investors.
Episode 184 - Bitcoin At $9000
June 19, 2019 17:27 - 12 minutes - 11.1 MBIRA Financial's Adam Bergman discusses the impact of Bitcoin hitting $9,000 and what it means for retirement account investors.
Episode 183 - Unique Investments People Make Using Retirement Funds
June 13, 2019 14:04 - 10 minutes - 9.34 MBIRA Financial's Adam Bergman discusses the craziest investments he has seen people make using their retirement funds.
Episode 182 - New SEC Fiduciary Rule
June 06, 2019 19:47 - 9 minutes - 8.55 MBIRA Financial's Adam Bergman discusses the new SEC Fiduciary Rule and how it will impact your retirement accounts.
Episode 181 - The Secure Act - How it Can Impact Your Retirement Savings
May 30, 2019 17:51 - 17 minutes - 15.5 MBIRA Financial's Adam Bergman, discusses the SECURE Act and how it may impact your retirement savings, including MEP plans, the Stretch IRA and the RMD age.
Episode 180 - Trump, Kushner And SARS
May 23, 2019 15:05 - 11 minutes - 10.8 MBIRA Financial's Adam Bergman discusses the Suspicious Activity Reports (SARS) linked to Donald Trump and Jared Kushner and when SARS are usually filed.
Episode 179 - Cannabis In Your Retirement Account
May 15, 2019 17:55 - 12 minutes - 11.2 MBIRA Financial's Adam Bergman discusses whether or not you can invest in cannabis with your retirement funds.
Episode 178 - Sports Gambling And Your Retirement
May 07, 2019 16:45 - 13 minutes - 12.5 MBIRA Financial's Adam Bergman discusses whether or not you can gamble on sports using your retirement funds.
Episode 177 - Airbnb Options For Your IRA
May 01, 2019 20:28 - 15 minutes - 13.9 MBIRA Financial's Adam Bergman discusses the options you have when using your Self-Directed IRA to invest in an Airbnb property and whether or not you're subject to the UBTI rules.
Episode 176 - House Flipping Trends And Your Self - Directed IRA
April 17, 2019 22:05 - 6 minutes - 6.14 MBIRA Financial's Adam Bergman talks about the latest trends involving house flipping and how you can use your Self-Directed IRA for real estate investments.
Episode 175 - How My Self-Directed IRA Just Saved the Day
April 15, 2019 19:37 - 10 minutes - 9.79 MBIRA Financial's Adam Bergman explains how he used his Self-Directed IRA to help a friend buy a house and how you can, too!
Episode 174 - Invest In Cryptocurrencies With A Self-Directed IRA
April 10, 2019 15:07 - 11 minutes - 10.2 MBWith cryptocurrencies, especially Bitcoin on the rise again, IRA Financial's Adam Bergman discusses the best way to invest in cryptocurrencies with a Self-Directed IRA.
Episode 173 - New Retirement Legislation is Coming - What it Means for Savers
April 04, 2019 21:17 - 8 minutes - 7.41 MBIRA Financial's Adam Bergman discusses two new pieces of retirement legislation, RESA and SECURE and the advantages they offer for retirement savers.
Episode 172 - Palladium – The Hottest Precious Metal Investment for Self-Directed IRA Investors
March 21, 2019 15:05 - 9 minutes - 8.23 MBIRA Financial's Adam Bergman discusses palladium, which has risen to an all time high price in March 2019, and how you can invest in this precious metal in a Self-Directed IRA.
Episode 171 - Deadline to File IRS Form 1065 for a Multi-Member Self-Directed IRA is March 15
March 12, 2019 22:04 - 7 minutes - 6.6 MBIRA Financial's Adam Bergman discusses the looming deadline of March 15 to File IRS Form 1065. You must file if you have a Multi-Member Self-Directed IRA LLC.
Episode 170: 3 Letters that Could Get Trump Impeached & Can Also Impact your IRA
March 06, 2019 23:12 - 8 minutes - 7.75 MBIRA Financial's Adam Bergman discusses the Suspicious Activity Report (SAR) filed in the Michael Cohen/Stormy Daniels case that could possibly get President Trump impeached. He'll also discuss how SARs can impact your IRA.
Episode 169: Valuing Your Self-Directed IRA – What You Need to Know
March 01, 2019 02:41 - 10 minutes - 12.2 MBIRA Financial Group’s Adam Bergman discusses the importance of valuations and your Self-Directed IRA.
Episode 168: IRA Annuity – Smart Move or Not
March 01, 2019 02:27 - 7 minutes - 8.59 MBIRA Financial Group’s Adam Bergman discusses the IRA Annuity, if it makes sense for IRA investors, and the advantages and disadvantages of an annuity.
Episode 167: Elizabeth Warren’s Wealth Tax
March 01, 2019 02:10 - 8 minutes - 9.69 MBIRA Financial Group’s Adam Bergman discusses the proposal by Senator Elizabeth Warren of a 2% wealth tax and whether such a tax would make sense.
Episode 166: Solo 401(k) vs. SEP IRA – Making the Right Choice
March 01, 2019 02:10 - 6 minutes - 8.04 MBIRA Financial Group’s Adam Bergman discusses whether the Solo 401(k) or the SEP IRA is the better choice for you if you are self-employed or a small business owner.
Episode 165: Government Shutdown and Your 401(k)
March 01, 2019 02:06 - 6 minutes - 7.27 MBIRA Financial Group’s Adam Bergman discusses the potential impact of the government shutdown on the 401(k) plans of the furloughed government employees who currently are not getting paid.
Episode 164: 70% Tax For the Rich – Facts vs Fiction
March 01, 2019 02:06 - 11 minutes - 13.8 MBIRA Financial Group’s Adam Bergman discusses the idea of the 70% tax on the super-rich that has been proposed by a new member of Congress, Representative Alexandria Ocasio-Cortez of New York.
Episode 163: Five Simple Year-End Retirement Planning Opportunities
March 01, 2019 02:06 - 8 minutes - 9.73 MBIRA Financial Group’s Adam Bergman discusses the five most important retirement tips to keep in mind when planning for the end of the year.
Episode 162: After-Tax Contributions & A 401(k)
March 01, 2019 02:06 - 11 minutes - 13.6 MBIRA Financial Group’s Adam Bergman discusses after-tax 401(k) contributions for the self-employed or small business owner as an opportunity to save a lot of money in a retirement plan.
Episode 161: Fintech Trends In The Self-Directed Retirement Industry
March 01, 2019 02:05 - 7 minutes - 9.01 MBIRA Financial Group’s Adam Bergman discusses Financial Technology trends in the Self-Directed Retirement industry, specifically the financial services market (banking, loans, etc.).
Episode 160: Partnering With Your Self-Directed IRA – Yay or Nay?
March 01, 2019 01:59 - 8 minutes - 10.1 MBIRA Financial Group’s Adam Bergman discusses whether or not you can combine personal money and IRA or 401(k) money in one transaction.
Episode 159: ICOs, SEC, and Your IRA
March 01, 2019 01:59 - 9 minutes - 10.9 MBIRA Financial Group’s Adam Bergman discusses Initial Coin Offerings and what the SEC has to say about the suitability of an ICO as an investment, how they should be treated and whether an IRA can invest in an ICO.
Episode 158: Taking Clients to a Game or Dinner – New Law on What is Deductible
March 01, 2019 01:53 - 9 minutes - 10.7 MBIRA Financial Group’s Adam Bergman discusses an update on where things stand when it comes to deductible expenses for business meals and entertainment.
Episode 157: Traditional IRA or Roth IRA – Yay or Nay
March 01, 2019 01:53 - 10 minutes - 12 MBIRA Financial Group’s Adam Bergman discusses whether you should go with Traditional pre-tax IRA contributions or Roth after-tax contributions.
Episode 156: Trump Family Business Deals – Good Tax Planning or Suspect Tax Schemes
March 01, 2019 01:53 - 12 minutes - 14.9 MBIRA Financial Group’s Adam Bergman discusses the recent article in the New York Times about the Trump family tax planning and whether it was legitimate strategy or suspect activity.
Episode 155: Mega Roth IRAs – You Won’t Believe How Big Some Roth IRAs Are
March 01, 2019 01:46 - 12 minutes - 14.7 MBIRA Financial Group’s Adam Bergman discusses the mega Roth IRA and how it is possible to have Roth IRAs of such high value given the low annual contribution limit.
Episode 154: Learn How the 1031 Exchange Can Help Eliminate UBTI For Real Estate IRA Investors
March 01, 2019 01:46 - 9 minutes - 10.5 MBIRA Financial Group’s Adam Bergman discusses the 1031 Exchange and how it can be a nice solution for Self-Directed real estate investors.
Episode 153: Weed & Your IRA
March 01, 2019 01:44 - 12 minutes - 14.6 MBIRA Financial Group’s Adam Bergman discusses whether your IRA is allowed to hold stock or interest in a company that produces and sells marijuana products in states where it is now legal.
Episode 152: Impact Of New Executive Order For Small Businesses Owners & Baby Boomers
March 01, 2019 01:43 - 10 minutes - 11.7 MBIRA Financial Group’s Adam Bergman discusses the impact of the new White House Executive Order on strengthening retirement security in the United States.
Episode 151: How New SEC Rules On Private Deals Can Benefit Self-Directed IRA Investors
March 01, 2019 01:42 - 14 minutes - 16.3 MBIRA Financial Group’s Adam Bergman discusses the impact of the new SEC rules for private deals on Self-Directed IRAs.
Episode 150: Bitcoin Decline For IRA Investors May Offer An Attractive Tax Play
March 01, 2019 00:04 - 9 minutes - 11.6 MBIRA Financial Group’s Adam Bergman discusses the reduction in value of cryptocurrency and a potential tax strategy to deal with the losses by doing a Roth conversion.
Episode 149: How the U.S./China Trade Wars Could Impact Your Retirement Funds
March 01, 2019 00:03 - 6 minutes - 7.98 MBIRA Financial Group’s Adam Bergman discusses the potential impact of the trade wars between the United States and China on retirement funds.
Episode 148: What You Need To Do To Have A Million Dollars When You Retire
March 01, 2019 00:02 - 15 minutes - 17.6 MBIRA Financial Group’s Adam Bergman discusses what you need to do to retire with one million dollars, including strategies for contributing to an IRA or 401(k)Plan based on your age and contribution.
Episode 147: Internet Sales Tax Update – The States Strike Back
March 01, 2019 00:01 - 12 minutes - 14.1 MBIRA Financial Group’s Adam Bergman discusses the Internet Sales Tax ruling and the reaction of various states to it.
Episode 146: Shark Tales And Your Self-Directed IRA
March 01, 2019 00:00 - 12 minutes - 14.3 MBIRA Financial Group’s Adam Bergman discusses the misinformation that is out there in regards to transactions and investments that you can and cannot do with a Self-Directed IRA.
Episode 145: The Solo 401(k) Plan Loan Feature – The Good, The Bad, & The Ugly
February 28, 2019 23:31 - 10 minutes - 12.5 MBIRA Financial Group’s Adam Bergman discusses the Solo 401(k) Loan feature, including the benefits and drawbacks of taking a loan from your 401(k) Plan.
Episode 144: Excess Contributions To A Roth IRA May End Up Being Worth The Penalties
February 28, 2019 23:28 - 10 minutes - 11.8 MBIRA Financial Group’s Adam Bergman discusses why excess contributions to a Roth IRA may be worth the potential penalties and what the risks of excess contributions are.
Episode 143: Complying With Sharia Law In Retirement Account Investments
February 28, 2019 23:26 - 7 minutes - 9.23 MBIRA Financial Group’s Adam Bergman discusses the impact of Sharia Law on self-directed retirement investments, including common questions and concerns from clients who need to comply with Sharia Law.
Episode 142: Supreme Court Decision to Change Online Shopping
February 28, 2019 23:13 - 11 minutes - 12.9 MBIRA Financial Group’s Adam Bergman discusses the new Supreme Court decision on Internet Sales Tax and the impact it could have on consumers and retailers selling online.
Episode 141: McKinsey & Co Retirement Fund Investments Could Violate IRS Rules
February 28, 2019 23:01 - 7 minutes - 8.99 MBIRA Financial Group’s Adam Bergman discusses an interesting development regarding potential issues with companies using retirement funds to invest in potentially prohibited transactions, based on an issue with investments made by consulting firm McKinsey & Co.
Episode 140: This Is What You Need To Know About The New 20% Pass-through Deduction
February 28, 2019 22:59 - 10 minutes - 11.7 MBIRA Financial Group’s Adam Bergman discusses the new 20% pass-through deduction that is part of the new tax law that was passed in December of 2017 and how an owner of a pass-through business can possibly deduct 20% of qualified business income.
Episode 139: This Is How Tax Savvy Wealthy People Buy ICOs
February 28, 2019 22:57 - 8 minutes - 9.94 MBIRA Financial Group’s Adam Bergman discusses how tax savvy people buy Initial Coin Offerings (ICOs), including strategies that the wealthy use when getting involved in an ICO.
Episode 138: How Blockchain Technology Can Revolutionize The IRS
February 28, 2019 22:54 - 11 minutes - 13.1 MBIRA Financial Group’s Adam Bergman discusses how the IRS could make itself more efficient by embracing the technology of Blockchain.
Episode 137: What Stormy Daniels And An IRA Custodian Have In Common
February 28, 2019 22:52 - 9 minutes - 10.8 MBIRA Financial Group’s Adam Bergman discusses how the Stormy Daniels/Michael Cohen affair is similar to an Investor/IRA Custodian relationship, based on the responsibility that a financial institution has to file a Suspicious Activity Report or SAR.
Episode 136: First Hand Take On How To Buy A House With Bitcoin
February 28, 2019 22:48 - 9 minutes - 10.5 MBIRA Financial Group’s Adam Bergman discusses how you can purchase a house with Bitcoin and what you need to be aware of when it comes to buying real estate with cryptocurrency.