For episode 531, Brandon Zemp is joined by Adam Bergman, a leading expert in self-directed IRAs and alternative retirement investments, known for founding IRA Financial, which has grown to serve over 25,000 clients with more than $5 billion in assets.
With a background as a tax attorney, his deep knowledge of tax law and retirement regulations positioned him to pioneer strategies in the underutilized self-directed IRA space. A prolific author and speaker, Adam has written nine books and been featured in major media outlets, offering valuable insights on tax-advantaged investing and retirement planning.
Can’t contain your excitement? Don’t worry! You can watch and listen to the episode NOW on your favorite streaming service and podcast platform. Be sure to subscribe so you never miss an episode! 🎙️
🔗 Spotify: https://tinyurl.com/2t55ra63
🔗 Apple Podcasts: https://tinyurl.com/2e6nmwc7
🔗 Amazon Music: https://tinyurl.com/56n89pyt
🔗 YouTube: https://tinyurl.com/3em4ms7n
⏳ Timestamps:
0:00 | Introduction
0:55 | Who is Adam Bergman?
2:26 | What is IRA Financial?
4:34 | Types of Alternative Assets
6:45 | Why brokers don’t offer alternative assets for IRAs?
8:15 | IRA Financial account types
12:32 | Management for clients
13:32 | How to invest into Bitcoin with IRA
16:10 | Is Bitcoin a good investment for retirement?
19:40 | Is Gold still a good investment for retirement?
21:11 | IRA taxable-event triggers
23:16 | Yield-bearing alternative assets in IRAs
24:26 | Why you should start an IRA when you are young
26:40 | How to set up an IRA today
28:20 | IRA Financial roadmap
29:55 | IRA Financial on YouTube
30:22 | Adam’s Books
🎙 IRA Financial Links:
🔗 Website: https://www.irafinancial.com
🔗 X: https://x.com/TheIRAFinancial
🔗 LinkedIn: https://www.linkedin.com/in/adambergman1
🔗 Instagram: https://www.instagram.com/theirafinancial
🔗 YouTube: https://www.youtube.com/@IRAFinancial
Cheers,
Brandon Zemp
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