Adam Talk's - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!
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From retirement planning and solo 401k’s to real estate and cryptocurrency, there’s not a financial topic we won’t uncover--or a growth strategy we won’t unfold!
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The Deal Farm Podcast was created to educate, inspire and connect real estate investors. Learn the insider information you need to be successful as a part-time or full-time real estate investor. Listen to some of the top real estate investors in the country as they share their experiences in our "Best Deal Ever" episodes. Gain inside knowledge in the ever evolving world of real estate investing as HGTV's Ken Corsini shares his strategies and insights.
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A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT ...
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For Profit Non-Profit Real Estate Support this podcast: https://podcasters.spotify.com/pod/show/pbf/support
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Having the difficult conversations around business, finance, leadership, and the daily grind of life. Because anything worth fighting for - it ain't easy... but it's worth it.
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Join our community of stay-at-home parents as we learn to manage, save, and invest our money — all while keeping family as our first priority.
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The Nestment Model to Buy Homes
57:42
57:42
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57:42
On this episode of the Deal Farm®, Kevin and Ken speak with Niles Lichtenstein out of San Francisco, CA about his latest real estate startup - Nestment. Whether you're into house hacking, partnering with other investors, or co-buying... this episode is gonna knock your socks off. In just the last year or so, Niles and his team at Nestment have made…
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The Ultimate Strategy to Protect Your IRA/401k
18:37
18:37
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18:37
In this episode, Mat Sorensen and Mark J. Kohler dive into a critical yet often overlooked topic: Asset Protection for your 401(k) and IRA. Many people focus on the tax benefits of retirement accounts, but did you know these accounts offer powerful protections from lawsuits and bankruptcy? Mark and Mat discuss real-life examples, including how even…
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Episode 454 - BOI for My Self-Directed IRA?
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20:13
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20:13
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.Door Adam Bergman
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Open Forum: Listener Questions Answered!
39:19
39:19
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39:19
Welcome to the Directed IRA Podcast! In this episode, we're diving into an open forum where we answer your questions about retirement accounts, including how to sell assets in your account, operate a Solo 401(k), and more. We’re breaking down what you can and can’t do, so you can make the most out of your retirement planning. Got questions? Head ov…
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Episode 453 - New Case Every Real Estate Investor Must Know
12:59
12:59
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12:59
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.Door Adam Bergman
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Ted Thomas and Tax Deed Investing
51:48
51:48
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51:48
On this episode of the Deal Farm®, Kevin and Ken speak with Ted Thomas, the Godfather of Tax Deed and Lien investing. He's been teaching investors how to build wealth using this underutilized strategy for years ... and we were lucky enough to have him hang out with us today and discuss all of the untapped potential that's out there! You do NOT want…
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Episode 452 - Finally! Final RMD Regulations
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17:16
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17:16
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.Door Adam Bergman
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Best Retirement Options for Freelancers in 2024
28:46
28:46
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28:46
In this episode, Mat Sorensen and Mark J. Kohler discuss a topic crucial for freelancers, independent contractors, and all those hustling to make a living without the traditional benefits of a 401(k). If you're a freelancer who has ever felt left out of retirement planning, this episode is for you. Mat and Mark dive into the unique opportunities av…
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How to Invest in Venture Capital & Startups (ft. Mat Sorensen & Chris Lustrino)
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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…
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Episode 451 - Upside of a Market Crash for Your IRA
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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.Door Adam Bergman
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Massive Tax Savings Through Cost Segregation
55:58
55:58
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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…
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Episode 450 – New Book Release: Mastering the Self-Directed IRA
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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.Door Adam Bergman
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Investing in Syndications with Trevor Thompson
40:23
40:23
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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'…
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The Best College Saving Strategies!
31:29
31:29
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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…
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Episode 449 - Kamala Harris & Your IRA
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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?Door Adam Bergman
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Episode 448 - 3 Ways to Fund a Self-Directed IRA
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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.Door Adam Bergman
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Solo 401(k) or SEP IRA: Determining the Best Retirement Strategy for the Self-Employed
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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…
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Real Estate Opportunities in Today’s Market with Noah Brocious
45:38
45:38
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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…
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Episode 447 - Trump, Biden, & Your IRA
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17:07
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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.Door Adam Bergman
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The Complete Guide to Self-Directed IRAs: Top 10 FAQs Answered
42:55
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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…
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Episode 446 - Did the IRS just Lose Its Power?
14:05
14:05
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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.Door Adam Bergman
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Buying Commercial with Stewart Heath
45:07
45:07
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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…
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Episode 445 - Five-Year Retirement Plan
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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.Door Adam Bergman
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How to Invest in Real Estate Using a Self-Directed 401(k) or IRA
25:44
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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…
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Crowdfunding Real Estate: Inside a Self-Directed IRA or 401K
26:19
26:19
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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…
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Episode 444 - UBIT is not as Bad as You Think for Your IRA
19:27
19:27
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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.Door Adam Bergman
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Investing in Tax Liens with Angela Duncan
42:24
42:24
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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…
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Episode 443 - 50 Years of the IRA
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24:05
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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.Door Adam Bergman
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The Ultimate Guide to Self-Directed Roth IRAs
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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…
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Episode 442 - The Legal Status of Non-Compete Agreements
20:28
20:28
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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.Door Adam Bergman
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Self-Directed IRA Summer School
55:56
55:56
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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…
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Credit Union Lending with Mark Ritter
43:59
43:59
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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!Door Ken Corsini
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Episode 441 - Maximizing the IRA & 401(k) Relationship
19:00
19:00
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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).Door Adam Bergman
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The Benefits of Kids Roth IRAs and Teaching Financial Literacy
17:43
17:43
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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…
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Episode 440 – Financial Independence with a Self-Directed IRA
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18:51
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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.Door Adam Bergman
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Why do you need an IRA/LLC.. [everything you need to know]
21:00
21:00
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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…
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Episode 439 - High-Net-Worth Tax Shelter in Jeopardy
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14:20
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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.Door Adam Bergman
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