Streams to Impact
🎙️ Streams to Impact
You’ve spent your life helping others—solving complex problems, building systems, saving lives.
But when it comes to your own financial future?
You're realizing... the tools you were handed don't build freedom. They build pressure.
Streams to Impact is a podcast for high-performing professionals who didn’t choose their path for status or money, but to make a meaningful difference.
Now, you want your wealth to do the same.
Hosted by Dr. Allen Lomax, a psychologist-turned-investor who lost everything in 2008 and rebuilt with presence over pressure, this show explores how trust—not tactics—is the real foundation of lasting wealth.
Through intimate conversations with experts in alternative investing, you’ll discover how to:
- Reclaim your time, energy, and creative spark
- Invest with integrity and intention
- Build wealth that lets you be more, not just have more
This isn’t hustle culture. This isn’t passive income hype.
This is a return to what matters.
A new kind of wealth that is built on trust, not transaction.
You’ve given so much.
Now it’s time to build a life that gives back to you.
Streams to Impact
Investing in Alternative Assets through Self-Directed Retirement Accounts with Adam Bergman - Ep- 524
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In this enlightening episode, Dr. Allen Lomax interviews Adam Bergman, a leading voice in the self-directed retirement industry. They discuss the transformative potential of self-directed IRAs, the misconceptions surrounding them, and the advantages of investing in alternative assets. Adam shares his journey from a tax lawyer to the founder of IRA Financial, emphasizing the importance of financial education and diversification in retirement planning. The conversation also covers the process of getting started with self-directed accounts, the rollover process, and the significance of understanding prohibited transactions.
Main Points:
- Self-directed IRAs allow investment in alternative assets.
- Many professionals are unaware of self-directed IRAs.
- The private placement market is larger than public markets.
- Tax-free growth is a significant advantage of self-directed accounts.
- Diversification is crucial for reducing investment risk.
- Investors can control their financial future through self-direction.
- Education is key to unlocking retirement account potential.
- The rollover process for IRAs is straightforward and tax-free.
- Prohibited transactions must be understood to avoid penalties.
- Self-directed accounts can lead to greater investment opportunities.
Connect with Adam Bergman:
- abergman@irafinancial.com
- https://www.irafinancial.com/
- https://www.youtube.com/@IRAFinancial
- https://www.linkedin.com/in/adambergman1