Episode
He Reviewed $8 Billion in Retirement Accounts. Here's What He Learned.
- Podcast
- Invest Like a Billionaire
- Published
- Jul 28, 2026
- Duration seconds
- 1679
- Processing state
not_requested
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Summary
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/