Adam Bergman

In this engaging discussion, John Cole Scott, a closed-end fund expert, shares insights on investment strategies. Ravi Wadan reveals how DriveMatch.com simplifies pre-negotiated car leases. Nik Johnson emphasizes small daily choices for building generational wealth, while Gwen Merz-Joiner reflects on her journey from frugality to finding happiness and balance. Adam Bergman highlights the growing access to alternative assets in retirement plans, transforming investment strategies and opportunities. These insights inspire a fresh approach to personal finance.

Adam Bergman, founder of IRA Financial and self-directed retirement plan expert, shares insights from his book on mastering self-directed IRAs. He discusses the unique advantages of these accounts, highlighting the potential to invest in alternative assets like real estate and cryptocurrencies. Adam emphasizes tax benefits and strategies for younger investors, advocating for diversification and long-term planning. He also dives into the power of Roth IRAs to build wealth early, encouraging listeners to engage actively in their investment choices.