EPISODE · Jul 28, 2026 · 27 MIN
He Reviewed $8 Billion in Retirement Accounts. Here's What He Learned.
from Invest Like a Billionaire · host Aspen Funds
Most investors think retirement accounts are only for stocks and mutual funds. Adam Bergman, founder of IRA Financial, explains how wealthy investors use self-directed IRAs, Roth IRAs, and alternative investments like private equity and real estate to build long-term wealth. Learn the biggest retirement investing mistakes, key IRS rules, and strategies that can help you maximize your retirement portfolio.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Embed this episode
NOW PLAYING
He Reviewed $8 Billion in Retirement Accounts. Here's What He Learned.
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.