Best Solo 401k Podcasts (2024)

1
Solo 401k Investing with Parker Pursell 47:17

9h 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
The Benefits of Kids Roth IRAs and Teaching Financial Literacy 17:43

7h 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

2h 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

6d 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

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

13d 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

4d 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

20d 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

19d 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

25d 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

14d 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

1
Land Development with Darcy Marler 44:19

1M ago44:19

44:19

On this episode of the Deal Farm®, Kevin and Ken speak Darcy Marler, an experienced investor out of Calgary Canada who has tried just about all of the investing strategies and has ultimately landed on land development as his strategy of choice .... Tune in to hear compelling take on this niche!By Ken Corsini

1
51 minutes of Pure Advice on how to Build Wealth 51:15

1M ago51:15

51:15

In this exclusive live audience podcast, recorded at the Self-Directed IRA Summit, @MarkJKohler and I talk about how powerful the tool of self-directing is. Joined by seasoned self-directed investors John Shekachi and Dr. David Anderson, talking about REAL DEALS, making REAL MONEY. Ask Mat: https://matsorensen.com/ask-mat/ Want to get in touch with…

1
Episode 436: MASSIVE Tax Deduction Still Available For 2023 | Do You Qualify? 15:05

21d ago15:05

15:05

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.By Adam Bergman

1
Episode 435: How to Contribute Over $90K to Your Solo 401(k) 15:09

28d ago15:09

15:09

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!By Adam Bergman

1
What to do if you have an Inherited IRA. 19:28

2M ago19:28

19:28

In this episode Mark and I discuss how, Inheriting a retirement account can be overwhelming. Learn the options available for spouses and non-spouse beneficiaries, and discover how to make the most of your inheritance. Find out about the spousal rollover, investment strategies, and the importance of consulting professionals. Navigate the complexitie…

1
Who's the beneficiary of your IRA or 401K? Beware! 20:13

2M ago20:13

20:13

In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all. Don't forget to grab yo…

1
Episode 434: Advice from One CEO to Another & CTA Update 17:17

2M ago17:17

17:17

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!By Adam Bergman

1
Home Health Care Investing with Isabelle Guarino 44:59

2M ago44:59

44:59

On this episode of the Deal Farm®, Kevin and Ken speak with Isabelle Guarino about the very niche, but increasingly popular investing strategy of building Home Health Care Businesses. Listen in as she explains how a single family residence can spin off over 10K a month in profit using this strategy!By Ken Corsini

1
Episode 433: The Ultimate Comparison - SEP IRA vs Solo 401(k) 21:24

2M ago21:24

21:24

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.By Adam Bergman

1
How much you should have in your 401k by age 8:53

2M ago8:53

8:53

Join us as we explore the essential guidelines and strategies for gauging your retirement savings progress. Learn about setting clear financial goals, understanding the 4% rule, and supercharging your savings through strategic planning. We'll get into investment strategies and provide age-specific savings targets to help you achieve financial secur…

1
Open Forum: The RIGHT way to Invest with your Self-Directed IRA 40:05

2M ago40:05

40:05

By Mat Sorensen and Mark Kohler

1
Open Forum: Self Directed Account Questions from the Internet! 34:06

2M ago34:06

34:06

By Mat Sorensen and Mark Kohler

1
Episode 432: Did OpenAI just Change Start-Ups Forever? 14:08

2M ago14:08

14:08

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.By Adam Bergman

1
Understanding The Power of 1031 Exchanges 52:34

2M ago52:34

52:34

On this episode of the Deal Farm®, Kevin and Ken speak with Dave Foster about the power of 1031 Exchanges and how investors can use this under-utilized section of the tax code to ramp up returns and significantly increase compounding returns over the years. Tune in to get some powerful tips and insights!…

1
Episode 431: Big Tax Code Changes Coming Soon 16:29

2M ago16:29

16:29

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.By Adam Bergman

1
Episode 430: The Future of Self-Directed IRA Investing 14:15

3M ago14:15

14:15

On this episode of Adam Talks, Adam Bergman, Esq. discusses the Self-Directed IRA Trust and if it is the future of investing.By Adam Bergman

1
Episode 429- Self-Directed IRA Fees Absolutely Do Matter! 18:48

3M ago18:48

18:48

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!By Adam Bergman

1
Episode 428: Did Elon Musk Kill Delaware for Businesses? 14:25

3M ago14:25

14:25

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.By Adam Bergman

1
Open Forum: The Ins and Outs of Self-Directing Your Retirement Account 1:05:38

3M ago1:05:38

1:05:38

On this weeks Open Forum Live Webinar we talk about the basics of Self-Directing! From navigating prohibited transactions to maximizing retirement contributions, we cover it all. Learn about correction procedures, compliance protocols, and strategies for safeguarding your financial future. Have questions or need further guidance on self-directing y…

1
Episode 427: Use Your IRA to Buy a House Tax-Free 13:13

3M ago13:13

13:13

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!By Adam Bergman

1
Can Stay-at-Home Moms Contribute to a Retirement Account? Spousal IRAs and Solo 401(k)s 40:41

4M ago40:41

40:41

Sean Mullaney is an advice-only financial planner and the President of Mullaney Financial & Tax, Inc. Sean writes the Plutus Award winning blog FITaxGuy.com on tax and financial independence. He also has a personal finance YouTube channel and published Solo 401(k): The Solopreneur's Retirement Account, a book about his favorite retirement account, …

1
Episode 426: Government Screw Up - Set Up a Solo 401(k) for Free! 12:27

4M ago12:27

12:27

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!By Adam Bergman

1
Building to Rent with Brock Holliman 50:53

4M ago50:53

50:53

On this episode of the Deal Farm®, Kevin and Ken speak with Brock Holliman about his build to rent model in Florida. While some folks may thing this model doesn't pencil out anymore, Brock is proving that even in the fastest growing market in the country - you can still make the numbers work!By Ken Corsini

1
Episode 425: Live Off Your IRA or 401(k) Tax-Free! 13:54

4M ago13:54

13:54

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.By Adam Bergman

1
Solo 401(k) - Contributions, Rules & FAQs 1:13:39

4M ago1:13:39

1:13:39

In this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s We cover the following topics: -New Roth Rules for 2024 and Beyond -Contributing 10 times more annually than an IRA -Understanding the necessity of an LLC for a Solo 401(k) -Qualification criteria -Avoiding common mist…

1
Episode 424: 2024 Self-Directed IRA Investment Predictions 17:42

4M ago17:42

17:42

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.By Adam Bergman

1
Coliving Investing With Sam Wegert 48:22

4M ago48:22

48:22

On this episode of the Deal Farm®, Kevin and Ken speak with Sam Wegert about an investment strategy gaining serious momentum right now - Coliving. With so many struggling to afford housing, coliving is becoming a very real and viable housing solution ... especially in urban areas. As an investor Sam has been building an entire business around this …

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