# He Reviewed $8 Billion in Retirement Accounts. Here's What He Learned.

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Text version: https://stenobird.com/podcast/invest-like-a-billionaire-4346750/he-reviewed-8-billion-in-retirement-accounts-here-s-what-he-learned.md
Podcast: [Invest Like a Billionaire](https://stenobird.com/podcast/invest-like-a-billionaire-4346750)
Published: 2026-07-28T10:30:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/invest-like-a-billionaire/episodes/He-Reviewed-8-Billion-in-Retirement-Accounts--Heres-What-He-Learned-e3mkf9i
Audio file: https://anchor.fm/s/4e9bae1c/podcast/play/123402994/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-27%2F428727160-44100-2-a7536b188dadc.mp3
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JSON: https://stenobird.com/v1/public/podcasts/invest-like-a-billionaire-4346750/episodes/he-reviewed-8-billion-in-retirement-accounts-here-s-what-he-learned
Duration seconds: 1679

## Resource

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/

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## Transcript

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