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AdMail: Daily Summaries Delivered
by Adam Bergman
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Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Nov 1, 20248 min
Self-Directed IRA IRS Reporting | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRS reporting requirements with a Self-Directed IRA including filing a 1099-R, submitting a W-9 for an IRA LLC, and audit worries.
- Oct 25, 20248 min
Coverdell Education Savings Accounts | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Coverdell Education Savings Account (ESA) including opening multiple Coverdell accounts, saving with both an ESA and a 529 plan, and why choose a Coverdell over a 529 plan?
- Oct 18, 20249 min
Health Savings Accounts | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Health Savings Account (HSA) including paying for copays and contact lenses, opening a second HSA for alternative investments, and what happens to my HSA when I pass?
- Oct 11, 202413 min
Prohibited Transactions #10 | Client Q&A
On this week's episode, the final installment of this prohibited transaction ten-part series, IRA Financial's Adam Bergman Esq. answers the most important question - what are prohibited transactions, and how you can avoid them.
- Oct 4, 20248 min
Prohibited Transactions #9 | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including doing a joint venture with multiple IRAs, rolling IRA funds to a Solo 401(k), and buying cryptos from a friend using Roth IRA funds.
- Sep 27, 202410 min
Prohibited Transactions #8 | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including lending a business partner IRA money, purchasing real estate IRA-related supplies, and paying for travel to see a potential IRA property.
- Sep 20, 20249 min
Prohibited Transactions #7 | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including investing in old cars with an IRA, life settlement contracts, and lending personal funds to your IRA.
- Sep 13, 202414 min
Prohibited Transactions #6 | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including buying warrants with a Roth IRA, using a son's real estate agency to broker a deal for your IRA, and holding Bitcoin IRA keys in your personal possession.
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Frequently Asked Questions
What is Podzilla's AdMail daily summary?
It's a free AI-powered email that summarizes new episodes of AdMail as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the AdMail podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official AdMail product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Adam Bergman.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does AdMail release new episodes?
AdMail publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does AdMail cover?
AdMail covers topics including Business. Our AI identifies the specific themes in each episode and highlights what matters most to you.
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Free forever for up to 3 podcasts. No credit card required.