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"I Move $7 Billion for People Who Hate Index Funds" | IRA Financial's Adam Bergman & Ivan Patriki
A tax lawyer quit his big-law job to bet everything on an idea Wall Street had buried for 50 years, and now he moves $7 billion for clients who invest their retirement money in Bitcoin, real estate, and private deals instead of index funds.Adam Bergman is the founder of IRA Financial. He started with zero clients, zero assets, and one phone line in his apartment, bootstrapped it on Google Ads, took no salary for five years, and built a regulated trust company custodying over $7 billion for 30,000 clients. In this episode Adam and Ivan Patriki dig into the retirement loophole most Americans…
The skinny
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