Adam Bergman traded a secure career in tax law to build a company that helps people take control of their retirement money and invest it in what they actually understand. In this episode, he reveals how IRA Financial grew to manage over $4 billion in assets by opening doors beyond Wall Street. If you’ve ever wondered how to make your retirement money work harder, this conversation shows you how the smartest investors are doing it.

Host: Phillip Lanos | philliplanos.com | Strategic Media & AI Operations Lead

See omnystudio.com/listener for privacy information.