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 135: You Won’t Believe How Many Accounts Coinbase Has
February 28, 2019 22:09 - 6 minutes - 7.16 MBIRA Financial Group’s Adam Bergman discusses a surprising report on the number of Coinbase accounts and what it means for the future of investment and retirement accounts.
Episode 134: New Tax Law May Be A Big Blow To Major League Sports Revenues
February 28, 2019 22:01 - 10 minutes - 12.3 MBIRA Financial Group’s Adam Bergman discusses a tax law change that can have a huge impact on the bottom line of major league sports franchises.
Episode 133: Can You Contribute Cryptocurrency To An IRA
February 28, 2019 21:59 - 4 minutes - 5.58 MBIRA Financial Group’s Adam Bergman discusses how to fund an IRA and whether you can fund an IRA with cryptocurrency.
Episode 132: The SEC Howey Coin And Your Self-Directed IRA
February 28, 2019 21:56 - 7 minutes - 8.38 MBIRA Financial Group’s Adam Bergman discusses the SEC’s Howey Coin, a clever way to educate people about ICOs (Initial Coin Offerings) and the potential of fraud, based on a made up virtual currency that shows investors how easy it is to get scammed if you don’t pay attention.
Episode 131: How To Bet On Your Self-Directed IRA
February 28, 2019 21:55 - 8 minutes - 9.43 MBIRA Financial Group’s Adam Bergman discusses the recent Supreme Court decision to strike down the Federal law that prohibited sports gambling and whether this decision means that a person can legally gamble on sports with their retirement money based on the current tax code.
Episode 130: What Amazon Third-Party Sellers Need To Know About Delivering Retirement Results
February 28, 2019 21:54 - 9 minutes - 11 MBIRA Financial Group’s Adam Bergman discusses what Amazon third-party sellers need to know about delivering retirement results, based on a report that came out in the Wall Street Journal about the amount of small businesses that sell products on the Amazon site.
Episode 129: How To Use Your Retirement Funds To Participate In The Next Kentucky Derby
February 28, 2019 21:43 - 8 minutes - 10.3 MBIRA Financial Group’s Adam Bergman discusses how you can get involved in next year’s Kentucky Derby by investing in a horse with your retirement account and the risks involved.
Episode 128: Investors Are Using LLCs To Buy Real Estate Inside And Outside Of Retirement
February 28, 2019 21:32 - 13 minutes - 16 MBIRA Financial Group’s Adam Bergman discusses the trend of using an LLC to buy real estate inside and outside of retirement accounts.
Episode 127: Millennials – Don’t Want To Have To Work Your Entire Life – Listen Up
February 28, 2019 21:25 - 14 minutes - 16.5 MBIRA Financial Group’s Adam Bergman discusses how Millennials can set themselves up so that they don’t have to work their entire lives and can secure their financial futures for retirement.
Episode 126: Navigating The Fake News About Holding Bitcoin IRA
February 28, 2019 21:18 - 9 minutes - 11 MBIRA Financial Group’s Adam Bergman discusses the false information that is out there about holding Bitcoins and other cryptocurrencies in an IRA.
Episode 125: The Scoop On The DOL Investigation Of Wells Fargo On 401k Rollovers
February 28, 2019 21:17 - 9 minutes - 11.1 MBIRA Financial Group’s Adam Bergman discusses a recent release by the DOL on Wells Fargo 401(k) Rollover practices and why rollovers are so important.
Episode 124: There Is One Thing The Left And Right Can Agree On – The U.S. Retirement System Works
February 28, 2019 21:14 - 11 minutes - 13.7 MBIRA Financial Group’s Adam Bergman discusses how the U.S. retirement system is one thing that the government has gotten right and why you don’t see much debate in Congress about it.
Episode 123: Learn How To Lower Your Health Care Costs And Boost Your Savings With An HSA
February 28, 2019 18:37 - 11 minutes - 12.8 MBIRA Financial Group’s Adam Bergman discusses how you can lower your health care costs and boost your savings with a Health Savings Account (HSA), how it works and how you can set up an account.
Episode 122: The Impact Of The Proposed SEC Fiduciary Rule On Your Retirement Accounts
February 28, 2019 18:34 - 14 minutes - 16.6 MBIRA Financial Group’s Adam Bergman discusses the new SEC Fiduciary Rules and the potential impact on your IRA.
Episode 121: What You Need To Know About Owning Collectibles With Retirement Funds
February 28, 2019 18:29 - 7 minutes - 9.15 MBIRA Financial Group’s Adam Bergman discusses what you need to know if you are thinking about investing your retirement funds in collectibles, why the IRS prohibits investing an IRA or 401(k) in collectibles and what types of investments get defined as collectibles by the IRS.
Episode 120: How Do I Know My 401(k) Roller Was Done Correctly And No Tax Is Due
February 28, 2019 15:04 - 7 minutes - 8.81 MBIRA Financial Group’s Adam Bergman discusses how you know if the 401(k) rollover that you just did from your former employer was done properly and does not require a tax payment.
Episode 119: Make Too Much To Have A Roth IRA – You Need To Listen to This
February 28, 2019 15:03 - 9 minutes - 11.5 MBIRA Financial Group’s Adam Bergman discusses the idea that if you make too much money you can’t have a Roth IRA and have no options and how you can legally do a backdoor Roth IRA.
Episode 118: What You Need To Know If You Are Self-Employed And Thinking About Retirement Planning
February 28, 2019 14:51 - 9 minutes - 10.7 MBIRA Financial Group’s Adam Bergman discusses what you absolutely need to know if you are self-employed or a small business owner and thinking about retirement.
Episode 117: Prohibited Transaction or Not? Can I Buy A Car With My Self-Directed IRA
February 28, 2019 14:47 - 8 minutes - 10.3 MBIRA Financial Group’s Adam Bergman discusses whether buying a car with a Self-Directed IRA is a prohibited transaction or not and if a car can be considered an investment based on the rules in the Internal Revenue Code.
Episode 116: 5 Things To Know When Looking To Use A Self-Directed IRA To Buy Real Estate
February 28, 2019 14:46 - 11 minutes - 13.3 MBIRA Financial Group’s Adam Bergman discusses the five things you absolutely need to know if you are looking to use retirement funds to buy real estate.
Episode 115: Tax Return Deadline and Retirement Planning Tips You Need To Know
February 28, 2019 14:38 - 9 minutes - 11.3 MBIRA Financial Group’s Adam Bergman discusses the tax return deadline and retirement planning tips.
Episode 114: Tax Return Dilemma – Traditional or Roth IRA Contributions
February 28, 2019 14:35 - 12 minutes - 14 MBIRA Financial Group’s Adam Bergman discusses whether you should make a pre-tax IRA or Roth IRA contribution, as well as if you should do a Roth IRA conversion.
Episode 113: IRS Audit Numbers and Retirement Accounts
February 28, 2019 14:33 - 9 minutes - 11.1 MBIRA Financial Group’s Adam Bergman discusses the recent IRS numbers regarding audits of retirement accounts, which were released by the IRS earlier in 2018.
Episode 112: Mazzei Case – Is the Roth Foreign Sales Corp Strategy Dead?
February 28, 2019 14:29 - 8 minutes - 10.1 MBIRA Financial Group’s Adam Bergman discusses a recent case called Mazzei v. Commissioner, which deals with Roth IRAs and foreign sales corporations.
Episode 111: Cryptocurrency Regulatory Update – From the RITA Spring 2018 Conference
February 28, 2019 14:28 - 7 minutes - 9.3 MBIRA Financial Group’s Adam Bergman discusses an update to the regulations surrounding the cryptocurrency market, from the Retirement Industry Trust Association Spring 2018 Conference in Washington, D.C.
Episode 110: Did You Know You Can Self-Direct Your Children’s Education Savings – Coverdell ESA
February 28, 2019 14:26 - 8 minutes - 9.63 MBIRA Financial Group’s Adam Bergman discusses the Coverdell Education Savings Account and the ability to self-direct it.
Episode 109: SEC Regulation of ICOs and Impact on Self-Directed IRAs
February 28, 2019 14:25 - 10 minutes - 12.5 MBIRA Financial Group’s Adam Bergman discusses the recent regulation by the SEC on Initial Coin Offerings and what it means for Self-Directed IRA investors.
Episode 108: Fifth Circuit Court of Appeals Strikes Down DOL Fiduciary Rule for IRAs
February 25, 2019 17:08 - 10 minutes - 12.3 MBIRA Financial Group’s Adam Bergman discusses the March 15th, 2018 Fifth Circuit Court of Appeals strike down of the DOL Fiduciary Rule for IRAs.
Episode 107: Three Things You Absolutely Need To Know Before Buying Bitcoins With An IRA
February 25, 2019 17:04 - 13 minutes - 15.8 MBIRA Financial Group’s Adam Bergman discusses the three essential things one should consider before using an IRA to buy Bitcoin and other cryptocurrencies.
Episode 106: Cryptocurrencies Like Bitcoin Are Commodities, Federal Judge Says
February 25, 2019 16:59 - 9 minutes - 11 MBIRA Financial Group’s Adam Bergman discusses the decision by a Federal Judge on March 6th, 2018 that says that cryptocurrencies are a commodity and what this means for Bitcoin IRA investors and other retirement accounts that invest in cryptocurrency.
Episode 105: SEC – Cryptos – ICO – Recent Developments and Subpoenas
February 25, 2019 16:58 - 9 minutes - 10.6 MBIRA Financial Group’s Adam Bergman discusses the recent wave of SEC subpoenas targeting cryptocurrency Initial Coin Offerings (ICOs).
Episode 104: 2018 UBTI Tax Rates and Impact On Your Retirement Accounts
February 25, 2019 16:56 - 8 minutes - 9.8 MBIRA Financial Group’s Adam Bergman discusses the 2018 Unrelated Business Taxable Income (UBTI or UBIT) rates and what impact it will have on your retirement accounts.
Episode 103: Trump Tax Plan and Cryptocurrency Mining with Retirement Funds
February 25, 2019 16:55 - 11 minutes - 13.6 MBIRA Financial Group’s Adam Bergman discusses how the Trump tax plan has made investing in Bitcoin mining operations using retirement funds more tax efficient.
Episode 102: How To Use Retirement Funds To Purchase Cryptocurrencies – Book Announcement
February 25, 2019 16:53 - 6 minutes - 7.8 MBIRA Financial Group’s Adam Bergman discusses his new book How To Use Retirement Funds To Purchase Cryptocurrencies In A Nutshell, now available on Amazon, and describes the various topics that you will find in the book.
Episode 101: Impact of Inflation on Your Retirement Account and How a Self-Directed IRA Can Help
February 25, 2019 16:41 - 10 minutes - 11.7 MBIRA Financial Group’s Adam Bergman discusses the risk of inflation in our economy and the potential impact on retirement funds, as well as how a self-directed retirement plan can potentially help protect your retirement assets from inflation.
Episode 100: Impact of New Carried Interest Law and Roth IRA Option
February 25, 2019 15:52 - 13 minutes - 15.3 MBIRA Financial Group’s Adam Bergman discusses hedge fund carried interest in Roth IRAs and the tax implications in light of the new tax rules.
Episode 99: My Kids Will have Over $10 Million in a Roth IRA When They Retire – So Can Yours
February 25, 2019 15:50 - 17 minutes - 19.6 MBIRA Financial Group’s Adam Bergman discusses strategies for how you can make your kids wealthy when they retire using the power of the Roth IRA.
Episode 98: 10 Most Popular Cryptos Our Self-Directed IRA Investors Are Holding
February 25, 2019 15:46 - 15 minutes - 17.8 MBIRA Financial Group’s Adam Bergman discusses the most popular cryptocurrencies that IRA Financial Group clients are investing in.
Episode 97: New Tax Plan Tax Solution for Crypto Miners
February 25, 2019 15:43 - 9 minutes - 10.3 MBIRA Financial Group’s Adam Bergman discusses a potential tax efficient way to mine cryptocurrencies.
Episode 96: New Crypto Book – How To Use Retirement Funds To Purchase Cryptocurrencies In A Nutshell
February 25, 2019 15:41 - 9 minutes - 10.7 MBIRA Financial Group’s Adam Bergman discusses his new book How To Use Retirement Funds To Purchase Cryptocurrencies In A Nutshell.
Episode 95: True or False – Hot Tax Topics Involving Cryptos
February 25, 2019 15:40 - 13 minutes - 16 MBIRA Financial Group’s Adam Bergman discusses the myths and truths relating to the taxation of cryptocurrencies.
Episode 94: How to Safely Hold Cryptos in Your Retirement Accounts - Part 2
February 25, 2019 15:37 - 9 minutes - 11.1 MBIRA Financial Group’s Adam Bergman discusses tips for using retirement money to purchase cryptocurrencies, like Bitcoins, and the advantages of using your retirement funds to purchase virtual currency.
Episode 93: How to Safely Hold Cryptos in Your Retirement Accounts
February 25, 2019 15:34 - 11 minutes - 12.8 MBIRA Financial Group’s Adam Bergman discusses why it is important to hold onto your private key when buying cryptocurrency in your self-directed retirement account and the risks involved in disclosing your private key to a custodian.
Episode 92: Update to the Tax Plan and the Impact on Retirement Account – Part 2
February 25, 2019 15:30 - 14 minutes - 16.9 MBIRA Financial Group’s Adam Bergman discusses an update to the new tax plan and where it stands before it gets finalized and sent to The President to be signed into law, with updates based on new information from Monday December 18th, 2017.
Episode 91: Update to the Tax Plan and the Impact on Retirement Accounts
February 25, 2019 15:27 - 13 minutes - 15.5 MBIRA Financial Group’s Adam Bergman discusses an update to the new tax plan and where it stands before it gets finalized and sent to The President to be signed into law.
Episode 90: Using a Self-Directed IRA to Buy Cryptos – Interview - Part 2
February 25, 2019 15:24 - 14 minutes - 16.3 MBIRA Financial Group’s Adam Bergman continues his discussion with an IRA Financial Group client who setup an account with Coinbase to purchase Bitcoins through a Self-Directed IRA. Topics include how to setup your Coinbase account as an account related to a business instead of an individual or personal account.
Episode 89: Using a Self-Directed IRA to Buy Cryptos – Interview with an IRA Financial Group Client
February 25, 2019 15:22 - 12 minutes - 14.5 MBIRA Financial Group’s Adam Bergman discusses the experience of an IRA Financial Group client who opened a Coinbase account and used his Self-Directed IRA funds to invest in Bitcoin. Topics include how easy it was to setup the account, how long it takes and the process for using retirement funds to buy cryptocurrency.
Episode 88: New Bitcoin Futures Exchange – What it Means for Self-Directed Retirement Investors
February 25, 2019 15:18 - 8 minutes - 9.36 MBIRA Financial Group’s Adam Bergman discusses the new Bitcoin Futures Exchange and what it means for retirement investors looking to buy cryptocurrency.
Episode 87: Senate Tax Plan and Retirement Accounts Update
February 25, 2019 15:17 - 10 minutes - 12.5 MBIRA Financial Group’s Adam Bergman discusses The Senate tax plan and provisions related to retirement accounts, IRAs and 401(k) Plans.
Episode 86: Senate Tax Plan Update
February 25, 2019 15:15 - 11 minutes - 12.7 MBIRA Financial Group’s Adam Bergman discusses what has been updated in The Senate tax plan and the differences with the plan from The House.