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Turn Your IRA into a Wealth-Building Machine with Adam Bergman

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Manage episode 503196507 series 3300355
Content provided by Susie Carder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Susie Carder or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Think IRAs are boring? Think again. 💥

In this mind-blowing episode, host Dr. Susie Carder sits down with Adam Bergman—a former tax attorney, retirement strategist, and founder of IRA Financial, which manages $4+ billion in assets for over 25,000 clients. Adam is on a mission to help everyday people take back control of their financial future by leveraging one of the most powerful (and overlooked) wealth tools out there: the self-directed IRA.

👀 Wait… you can use your retirement account to invest in real estate, crypto, and even your own business? YES. And Adam shows you how.

🎯 In this episode:

  • What a self-directed IRA is—and why it's a game changer for entrepreneurs

  • How to invest in real estate, Bitcoin, private businesses, and more tax-free

  • The real reason Peter Thiel has $5 billion in a Roth IRA (and how you can too)

  • The 3 things you're NEVER allowed to do with an IRA (don't get this wrong!)

  • Why starting early + consistency = 7-figure retirement

  • The powerful “ROBS” strategy to fund your own business with retirement funds

  • Why 100% stocks ≠ real diversification (and how to fix it)

🚨 If you’ve ever felt behind on retirement planning or stuck in traditional strategies, this episode will open your eyes and empower your next move.

💼 Learn more about Adam & IRA Financial:
👉 Website: https://www.irafinancialgroup.com
👉 Books: Search “Adam Bergman IRA” on Amazon
👉 Instagram: @irafinancial

📚 Grab Adam’s book Mastering the Self-Directed IRA for the full playbook!

💥 Don’t forget to LIKE, COMMENT, and SUBSCRIBE for more interviews that will help you grow your business and legacy.

#PowerYourProfits #SelfDirectedIRA #AdamBergman #WealthBuilding #RetirementStrategy #DrSusieCarder #FinancialFreedom #RothIRA #AlternativeInvestments #EntrepreneurFinance #BusinessPodcast

  continue reading

123 episodes

Artwork
iconShare
 
Manage episode 503196507 series 3300355
Content provided by Susie Carder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Susie Carder or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Think IRAs are boring? Think again. 💥

In this mind-blowing episode, host Dr. Susie Carder sits down with Adam Bergman—a former tax attorney, retirement strategist, and founder of IRA Financial, which manages $4+ billion in assets for over 25,000 clients. Adam is on a mission to help everyday people take back control of their financial future by leveraging one of the most powerful (and overlooked) wealth tools out there: the self-directed IRA.

👀 Wait… you can use your retirement account to invest in real estate, crypto, and even your own business? YES. And Adam shows you how.

🎯 In this episode:

  • What a self-directed IRA is—and why it's a game changer for entrepreneurs

  • How to invest in real estate, Bitcoin, private businesses, and more tax-free

  • The real reason Peter Thiel has $5 billion in a Roth IRA (and how you can too)

  • The 3 things you're NEVER allowed to do with an IRA (don't get this wrong!)

  • Why starting early + consistency = 7-figure retirement

  • The powerful “ROBS” strategy to fund your own business with retirement funds

  • Why 100% stocks ≠ real diversification (and how to fix it)

🚨 If you’ve ever felt behind on retirement planning or stuck in traditional strategies, this episode will open your eyes and empower your next move.

💼 Learn more about Adam & IRA Financial:
👉 Website: https://www.irafinancialgroup.com
👉 Books: Search “Adam Bergman IRA” on Amazon
👉 Instagram: @irafinancial

📚 Grab Adam’s book Mastering the Self-Directed IRA for the full playbook!

💥 Don’t forget to LIKE, COMMENT, and SUBSCRIBE for more interviews that will help you grow your business and legacy.

#PowerYourProfits #SelfDirectedIRA #AdamBergman #WealthBuilding #RetirementStrategy #DrSusieCarder #FinancialFreedom #RothIRA #AlternativeInvestments #EntrepreneurFinance #BusinessPodcast

  continue reading

123 episodes

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