Adam Talks

Nov 15 2024 451 ep. 15 mins 40
Adam Talks Podcast artwork

Adam Bergman Talks Investing and Retirement - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!

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Episode 463 - Trump Win & Impact on Your IRA

Nov 15 2024 7 mins  
As markets surge, Adam breaks down how Trump’s recent landslide victory could affect your retirement accounts, examining the potential impact of Trump’s tax policies on corporate rates, UBIT, and estate taxes. He explores potential benefits for IRA and 401(k) investors, particularly those interested in alternative assets and crypto, and discusses what Trump’s victory could me

Episode 463 - Unlocking Tax Savings: Discount Valuations for Self-Directed IRA Roth Conversions

Nov 02 2024 13 mins  
Discover how the discounted valuation strategy can be a game-changer for Roth conversions with Self-Directed IRAs. Adam Bergman demystifies the family limited partnership model, explaining how applying lack of marketability and lack of control discounts to alternative assets can drastically reduce your tax burden. Learn how these valuation discounts work, from private equity to rea

Episode 462 – UBIT, UDFI, and Real Estate in Your IRA

Oct 31 2024 11 mins  
In this episode, we dive into the complex yet powerful strategies of using real estate investments within an IRA. We’ll explore two key tax concepts—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI)—and break down how they impact your IRA, especially when real estate and leverage are involved.

Episode 461 - What is Boosting Demand for Private Credit Funds?

Oct 25 2024 12 mins  
In this episode, we dive into the factors driving the increasing demand for private credit funds, a rapidly growing asset class in the financial markets. As traditional bank lending continues to tighten, private credit is stepping in to fill the gap, offering flexible financing options to middle-market companies, startups, and real estate projects. Learn how to invest using retirem

Episode 460 - Why Lower Interest Rates Will Be a Boom for Self-Directed IRA Investors

Oct 17 2024 11 mins  
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Fed's decision to lower interest rates and how it will impact Self-Directed IRA investors.

Episode 459 - Proof that Buying Real Estate in an IRA is Better than Owning it Personally

Oct 10 2024 13 mins  
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why investing in real estate in an IRA is way better than owning it personally.

Episode 458 - How AI Can Help Self-Directed IRA Investors Make Better Decisions

Oct 03 2024 9 mins  
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses artificial intelligence (AI), and how it's helping real estate investors by utilizing tools that help with market research, property valuations, risk management, and property management.

Episode 457 – Sports Betting & Your Retirement

Sep 26 2024 13 mins  
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the impact that sports betting is having on retirement savings, and why it's better to save for your future instead of gambling it away.

Episode 456 - You Don't Need to Move to Monaco to Save on Taxes

Sep 19 2024 12 mins  
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why you don't have to leave the country to take advantage of tax-friendly situations; you can simply cross state lines!

Episode 455 - What Is the Fed Thinking?

Sep 12 2024 17 mins  
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses his thoughts on the news that the Fed, led by Jerome Powell, will look to cut interest rates in the very near future.