Best Solo 401k Podcasts (2024)

1
How to Invest in Venture Capital & Startups (ft. Mat Sorensen & Chris Lustrino) 44:45

35m ago44:45

44:45

Welcome to a special Directed IRA webinar episode! I'm Mat Sorensen, and today we're diving into the critical world of venture capital investing. While many are familiar with real estate and private equity, venture capital is a powerful asset class with its own unique risks and rewards. To guide us through this, I'm joined by Chris Lustrino, CEO an…

1
Episode 451 - Upside of a Market Crash for Your IRA 18:16

1h ago18:16

18:16

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.By Adam Bergman

1
Massive Tax Savings Through Cost Segregation 55:58

5h ago55:58

55:58

On this episode of the Deal Farm®, Kevin and Ken speak with Joe Viery from US Tax Advisors Group about a phenomenal tax strategy for real estate owners. The power of accelerated depreciation through cost segregation may make your head spin ... but it will have a massive impact on your taxable liability. If you own any kind of investment real estate…

1
Episode 450 – New Book Release: Mastering the Self-Directed IRA 14:22

5d ago14:22

14:22

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.By Adam Bergman

1
Investing in Syndications with Trevor Thompson 40:23

8d ago40:23

40:23

On this episode of the Deal Farm®, Kevin and Ken speak with Trevor Thompson from Massive Capital about the incredible opportunities that exist in the world of real estate syndications. Whether you're simply looking for a passive investment or are interested in sponsoring your own syndications, Trevor is a wealth of knowledge in this space. You won'…

1
The Best College Saving Strategies! 31:29

12d ago31:29

31:29

Welcome to another episode of the Directed IRA Podcast! In this episode, Mat Sorensen and Mark J. Kohler dive into funding college education without relying on student loans. Whether you're a parent of young children or teens, understanding how to use Coverdell Education Savings Accounts, Roth IRAs, and 529 Plans can save your family from the burde…

1
Episode 449 - Kamala Harris & Your IRA 14:38

15d ago14:38

14:38

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?By Adam Bergman

1
Episode 448 - 3 Ways to Fund a Self-Directed IRA 16:53

19d ago16:53

16:53

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.By Adam Bergman

1
Solo 401(k) or SEP IRA: Determining the Best Retirement Strategy for the Self-Employed 24:12

19d ago24:12

24:12

Welcome to the Directed IRA Podcast! This is Mat Sorensen, joined by the insatiable Mark J. Kohler. In this episode, we dive into a hot topic: Solo 401(k) vs. SEP IRA. Are you self-employed and wondering which retirement plan suits you best? We break down the differences, benefits, and unique scenarios for both options. Join us as we explore: - The…

1
Real Estate Opportunities in Today’s Market with Capital Fund 45:38

26d ago45:38

45:38

This webinar explores real estate opportunities in today’s market with insights from Capital Fund. Learn about current market trends, lucrative investment strategies, and how to navigate the complexities of real estate investing. Discover tips on identifying promising properties, financing options, and maximizing returns in a dynamic market. To Lea…

1
Episode 447 - Trump, Biden, & Your IRA 17:07

28d ago17:07

17:07

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.By Adam Bergman

1
The Complete Guide to Self-Directed IRAs: Top 10 FAQs Answered 42:55

1M ago42:55

42:55

Top 10 Frequently Asked Questions About Self-Directed IRAs Welcome to the Directed IRA podcast! In this episode, we tackle the top ten most frequently asked questions about self-directed IRAs. If you're curious about investing your IRA in assets like real estate, private companies, crypto startups, or private funds, this episode is for you. Join us…

1
Episode 446 - Did the IRS just Lose Its Power? 14:05

1M ago14:05

14:05

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.By Adam Bergman

1
Buying Commercial with Stewart Heath 45:07

1M ago45:07

45:07

On this episode of the Deal Farm®, Kevin and Ken speak with Stewart Heath about his transition from CPA to Sponsor. In just 2 years, Stewart has built Harvard Grace Capital to over 20M in real esetate holdings. Listen in as he explains his philosophy on vetting and buying commercial properties without the typical risks built into value-add opportun…

1
Episode 445 - Five-Year Retirement Plan 18:15

1M ago18:15

18:15

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.By Adam Bergman

1
How to Invest in Real Estate Using a Self-Directed 401(k) or IRA 25:44

1M ago25:44

25:44

Mat and Mark explain how you can leverage your IRA or 401K to invest in real estate, from rental properties to private lending and syndications. Learn the ins and outs of setting up a self-directed IRA, funding it, and managing real estate investments for maximum returns. This episode is packed with valuable insights and practical steps to help you…

1
Crowdfunding Real Estate: Inside a Self-Directed IRA or 401K 26:19

2M ago26:19

26:19

Today, we're recording with Jamison Manwaring, co-founder of Neighborhood Ventures. We'll discuss self-directed IRAs and real estate, leveraging IRAs and 401Ks for investments, and Neighborhood Ventures' unique opportunities. Jamison shares insights on Neighborhood Ventures' investment strategy, including its REIT, crowdfunding approach, and curren…

1
Episode 444 - UBIT is not as Bad as You Think for Your IRA 19:27

2M ago19:27

19:27

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.By Adam Bergman

1
Investing in Tax Liens with Angela Duncan 42:24

2M ago42:24

42:24

On this episode of the Deal Farm®, Kevin and Ken speak with Angela Duncan about the incredible opportunities associated with investing in tax lien and tax deed investing. If you've never looked into this investing niche, you're gonna wanna tune in to hear how Angela consistently generates returns between 12-18% with VERY little cash outlay needed t…

1
Episode 443 - 50 Years of the IRA 24:05

2M ago24:05

24:05

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.By Adam Bergman

1
The Ultimate Guide to Self-Directed Roth IRAs 16:31

2M ago16:31

16:31

Unlock the secrets to long-term wealth, as we dive deep into the world of Roth IRAs. Imagine a retirement account where your investments grow tax-free, you can withdraw contributions without penalties, and your savings are protected from creditors. Sounds too good to be true? Tune in as I walk you through setting up a Roth IRA, whether you're makin…

1
Episode 442 - The Legal Status of Non-Compete Agreements 20:28

2M ago20:28

20:28

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.By Adam Bergman

1
Self-Directed IRA Summer School 55:56

2M ago55:56

55:56

In this special live episode, we're diving into Self-Directed IRA Summer School. Join us as we answer common questions about self-correcting your IRA and investing in alternative assets. Plus, learn about the Mega Backdoor Roth strategy and more. Don't miss out! Learn how to take control of your retirement - https://directedira.com/ Self-directed I…

1
Credit Union Lending with Mark Ritter 43:59

2M ago43:59

43:59

On this episode of the Deal Farm®, Kevin and Ken speak with Mark Ritter, CEO of MBFS to discuss an unbelievably untapped market for investor loans - Credit Unions! Most investors have no idea the potential to obtain financing on their next investment property! Tune in to get the scoop!By Ken Corsini

1
Episode 441 - Maximizing the IRA & 401(k) Relationship 19:00

2M ago19:00

19:00

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).By Adam Bergman

1
The Benefits of Kids Roth IRAs and Teaching Financial Literacy 17:43

3M ago17:43

17:43

Join us as we explore the benefits of Kids Roth IRAs and how to teach children financial literacy through smart savings and investment strategies. Learn why Kids Roth IRAs are ideal for college savings and retirement, the importance of earned income, and the steps to get started. We'll share practical tips and real-life examples to help you and you…

1
Episode 440 – Financial Independence with a Self-Directed IRA 18:51

3M ago18:51

18:51

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.By Adam Bergman

1
Why do you need an IRA/LLC.. [everything you need to know] 21:00

3M ago21:00

21:00

Mat sheds light on IRA LLCs, potentially known as Checkbook Control IRAs. He breaks down the intricacies of this structure, highlighting its rules, potential pitfalls, and the power it has over a self-directed IRA and how our clients at Directed IRA stay successful with them. Call a Directed IRA specialist to open your IRA/LLC account! https://dire…

1
Episode 439 - High-Net-Worth Tax Shelter in Jeopardy 14:20

3M ago14:20

14:20

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.By Adam Bergman

1
Solo 401k Investing with Parker Pursell 47:17

3M ago47:17

47:17

On this episode of the Deal Farm®, Kevin and Ken speak with Parker Pursell from eQRP about the amazing strategy so many investors neglect to take advantage of - the self directed Solo 401k! If you've got money sitting in a 401K chugging along on auto-pilot, you're going to want to tune in! The opportunity to take hands on control of these retiremen…

1
Social Security Alert - What Is Your Plan?! 25:10

3M ago25:10

25:10

In this episode, Mat Sorensen and Mark J Kohler discuss the looming crisis of Social Security running out and provide essential strategies for planning ahead. Learn how self-directing your IRA or 401k can serve as a powerful tool to safeguard your financial future amidst the potential loss of Social Security. Don't miss this crucial conversation on…

1
Episode 438 - 2024 IRS Dirty Dozen Tax Scams 23:48

3M ago23:48

23:48

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.By Adam Bergman

1
WEIRD Investments you can make with a Self-Directed IRA 37:06

3M ago37:06

37:06

At Directed IRA, we've witnessed individuals harnessing Self-Directed IRAs for unique investments. The possibilities are endless, from buying cattle to acquiring Mexican soccer teams and even investing in racehorses. With a Self-Directed retirement account, you can explore many investment opportunities. Have a question? Comment, and we'll address i…

1
Episode 438: Is My Self-Directed IRA FDIC Insured & IRS Direct File Pilot Results 18:07

3M ago18:07

18:07

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.By Adam Bergman

1
Australia to the US and 1000 Flips Later 41:13

3M ago41:13

41:13

On this episode of the Deal Farm®, Kevin and Ken speak with Engelo Rumora about his incredible journey from Australia to the US and his unwavering motivation to build a booming real estate business here in the U.S. Like most investors, he's had some ups and downs and as a result has gained great perspective and clarity on what matters .... Don't mi…

1
Episode 437: Supreme Court Case Could Change our Taxing System?? 18:16

4M ago18:16

18:16

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.By Adam Bergman

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Solo 401k Podcasts

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