Adam Talk's - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!
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Talent Talks is your go-to podcast for exploring the essential role that talent plays in business success. Through engaging conversations with seasoned entrepreneurs and executives, we uncover valuable insights and actionable strategies on leading, attracting, developing, and retaining top talent—all the key elements that fuel growth and innovation in organizations. Kreischer Miller’s Retained Executive Search Practice powers this podcast, specializing in identifying and securing executive l ...
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Everything you never mentioned.
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Howdy there everyone. My name is Adam and I talk a heap. I want to bring joy to people, so positivity will be in mass :) Cover art photo provided by Brandi Redd on Unsplash: https://unsplash.com/@brandi1
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A weekly podcast starring two best friends sitting around, drinking coffee and covering a wide array of topics chosen at random. No politics, nothing topical; just $h*t. Starring: Brian Sheldon, Adam Coons Producer: Jacob Fisch Art department: Emily Klein Theme song: Jesterevolution Contact us @ talkin_shit@yahoo.com Support this podcast: https://podcasters.spotify.com/pod/show/talkin-with-brian-adam/support
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Marcia Zaruba-O'Connor, CEO and founder of the O'Connor Group, shares her insights on navigating the ever-evolving landscape of talent acquisition and management. She emphasizes the importance of building community and fostering gratitude in the workplace, highlighting how simple gestures like saying thank you can significantly impact employee mora…
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Mastering Motivational Currency: Dr. Rob Fazio shares executive insights to become a more influential leader
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The Talent Talks podcast delves into the vital role talent plays in business success, featuring insightful conversations with industry leaders. In this episode, host Adam Berman introduces Dr. Rob Fazio, a Wall Street Journal bestselling author, who shares his expertise on motivational currency—a framework for understanding what drives people and h…
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Dr. Tara Miller, a founding partner of Artemis Factor, joins the Talent Talks podcast to delve into the essential role of culture in business success. With a wealth of experience in the healthcare industry, Tara shares insights into the importance of building a team that aligns with an organization's values and mission. She emphasizes hiring for cu…
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The inaugural episode of the Talent Talks Podcast features a candid discussion led by Adam Berman, who opens up about his personal and professional challenges in executive hiring. Drawing on years of experience, Adam acknowledges the common struggles faced by many organizations when trying to attract and retain top-tier leadership talent. The episo…
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Episode 463 - Unlocking Tax Savings: Discount Valuations for Self Directed IRA Roth Conversions
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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 discount…
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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.…
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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.…
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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.Di Adam Bergman
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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.Di Adam Bergman
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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.Di Adam Bergman
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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.Di Adam Bergman
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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!Di Adam Bergman
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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.Di Adam Bergman
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Beneficial Ownership Interest (BOI) rules and if you need to file the form for your Self-Directed IRA.Di Adam Bergman
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses a recent Tax Court case centered around the importance of understanding the passive activity loss rules under Section 469 of the Code.Di Adam Bergman
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the recently released regulations about required minimum distributions (RMDs) and the difference between eligible and non-eligible beneficiaries.Di Adam Bergman
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses an upside to a market crash and that is the ability to perform a Roth IRA conversion of a distressed asset.Di Adam Bergman
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses his latest book, Mastering the Self-Directed IRA, the ninth book he has written on self-directed retirement plans and tax planning strategies.Di Adam Bergman
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., asks the question, with President Biden stepping down from running for re-election, what would a Kamala Harris presidency mean for your IRA and other retirement-related issues?Di Adam Bergman
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the three ways one can fund a Self-Directed IRA: direct contribution, IRA to IRA transfers, and 401(k) to IRA rollovers, and the rules for each.Di Adam Bergman
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the potential impacts of the upcoming presidential election on individual retirement accounts and the proposed policies of both candidates.Di Adam Bergman
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses a Supreme Court case ruling that overturned the doctrine of Chevron and that courts should rely on their own interpretation of ambiguous laws.Di Adam Bergman
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the five-year retirement plan and why quick-fix retirement strategies don't work; time and tax deferral are the essential keys for unlocking retirement wealth.Di Adam Bergman
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses unrelated business taxable income, UBIT or UBTI, how the tax may affect your investments, and why it's not as bad as you might think.Di Adam Bergman
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the 50-year history of the Individual Retirement Account (IRA) and why everyone should invest with one.Di Adam Bergman
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses non-compete agreements and the impact new legislation could have on business-employee relationships.Di Adam Bergman
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses how to best maximize the two most popular retirement saving vehicles: the IRA and 401(k).Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses how a Self-Directed IRA can revolutionize your retirement savings by investing in what you truly understand and trust.Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses Private Placement Life Insurance, or PPLIs, a type of investment used by high-net-worth investors, that may be on the chopping block soon.Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. reveals the top 12 tax scams from the last year, which was recently published by the IRS.Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses how FDIC insurance pertains to your Self-Directed IRA investment; Adam will also share his thoughts on the IRS Direct File Pilot program.Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses a Supreme Court Case that may change the future of our tax system because of a possible wealth tax and the taxation of appreciation of an asset.Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses massive tax deductions you may still receive for the 2023 taxable year if you are self-employed and have yet to file your taxes.Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses the Mega Backdoor Roth 401(k) and how you can contribute over $90,000 to your Solo 401(k) this year!Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. shares advice from one CEO to another and the best tips for becoming a successful businessperson. Adam also provides an update on the ongoing legislation about the CTA!Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses the Solo 401(k) and the SEP IRA, and which plan is the ultimate retirement plan for the self-employed.Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses OpenAI and how it's organizational structure, splitting up the not for profit and for profit sides of the business, may change how start-ups work.Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses the sun-setting of provisions that arose from the 2017 Tax Cuts & Jobs Act that will expire next year and how it may impact your tax bill.Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses the Self-Directed IRA Trust and if it is the future of investing.Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses the types of IRA custodial fees you should paying for and why asset valuation fees are not one of them!Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses a Delaware Court case involving Elon Musk's pay package at Tesla and what it means for Delaware Businesses.Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses how you can potentially purchase a house using retirement funds without tax by utilizing the Roth IRA!Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses an oversight the government missed which will allow a self-employed individual to set up a Solo 401(k) for free! Learn how you can benefit today!Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses strategies on how to use Roth sub-accounts for your IRA or 401(k) to enjoy tax-free retirement money.Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. makes predictions for the upcoming year, specifically about the alternative investments he feels may have a big impact for Self-Directed IRA investors.Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman ESQ, founder of IRA Financial discusses how you can receive $300k in tax credits by utilizing a DB/DC (defined benefit/defined contribution) combo plan. Tune in to learn how to save on taxes and start investing for your future!Di Adam Bergman
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On this episode of Adam Talks, Adam Bergman, Esq. discusses the power of tax deferral and compounding interest and why saving for retirement is a resolution you can keep this year!Di Adam Bergman
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In this episode of Adam Talks, Adam Bergman, Esq. discusses all the numbers you need to know for 2024 regarding IRAs and 401(k) plans.Di Adam Bergman
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In this episode of Adam Talks, Adam Bergman, Esq. discusses the Corporate Transparency Act, that goes into effect next year, which requires all small businesses to file a Beneficial Ownership Interest report with FinCEN.Di Adam Bergman
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In this episode of Adam Talks, Adam Bergman, Esq. discusses a Supreme Court case, Moore v. United States, that is currently under review, that could change how "unrealized" income is taxed.Di Adam Bergman
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