Discussing retirement accounts with the author of "The CheckBook IRA", Adam Bergman

23/04/2025 40 min
Discussing retirement accounts with the author of "The CheckBook IRA", Adam Bergman

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Episode Synopsis

On todays episode, Author of The Checkbook IRA, Adam Bergman and I discuss the power of using your retirement accounts for investing; whether you have self directed IRA, Solo401k or any other account, Adam discusses the pros and cons of each and how to convert if necessary.  We discuss his book(s), the "Mega Backdoor Roth", the Rule of 72, and the $13 Trillion dollars sitting in IRA's nationwide just waiting to be utilized. https://adam-bergman.com/ https://www.linkedin.com/in/adambergman1/

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