In this episode of The Profit Minds Podcast, Dr. Steven Kirch sits down with Adam Bergman, tax attorney, author of nine books, and the founder of IRA Financial — a company managing over $4.5 billion in retirement assets.
Adam shares how entrepreneurs and investors can break free from Wall Street’s limits and leverage self-directed IRAs to build wealth through real estate, startups, gold, crypto, and more — all with tax-advantaged strategies that most people don’t even know exist.
✅ What You Can and Can’t Do with an IRA
Understand the three key restrictions — and everything else you’re empowered to invest in legally and confidently.
✅ How to Invest in a Business Using Your IRA or 401(k)
Discover the difference between a standard self-directed IRA and the powerful ROBS (Rollover Business Startup) strategy for building your own business.
✅ The Hidden Power of the Solo 401(k)
If you’re a solopreneur or self-employed, learn how to save up to $82,000/year and borrow against your plan — tax-free.
✅ Why Diversification Matters More Than Ever
Tired of market volatility? Adam explains how alternative assets can protect your portfolio and help you build real, lasting wealth.
✅ Peter Thiel’s $5 Billion Roth IRA Strategy — Explained
Learn how billionaires use the same rules available to you to build tax-free fortunes — and how to apply these strategies to your own financial plan.
Hosted by Dr. Steven Kirch, creator of the Profit Minds™ Growth System, this podcast features top entrepreneurs, AI innovators, and business experts. Dr. Kirch helps small businesses unlock growth through profit acceleration, scalable systems, and strategic AI integration.
Subscribe to the Profit Minds YouTube channel for more interviews with top business leaders, AI innovators, productivity experts — and powerful videos to help you grow and scale smarter.
