Best Solo 401k Podcasts (2024)

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

2h 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

2d 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

2d 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

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Buying Commercial with Stewart Heath 45:07

3d 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

9d 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

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

9d 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

16d 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

16d 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

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Investing in Tax Liens with Angela Duncan 42:24

18d 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

24d 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

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

1M 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

1M 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

1M 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

1M 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

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

1M 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

2M 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

2M 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

2M 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

2M 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

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Solo 401k Investing with Parker Pursell 47:17

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

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

4M 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

4M 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…

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