What if the biggest limitation in retirement planning isn’t the market—but the belief that your options are narrower than they really are?

In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Adam Bergman, founder of IRA Financial, tax attorney, entrepreneur, and author, to explore retirement planning through the lens of education, choice, and personal responsibility.

Adam shares how one unexpected research assignment led him to leave traditional law and build a company focused on making alternative retirement investing more understandable and accessible. Their conversation explores diversification, long-term thinking, the impact of fees, and why curiosity may be one of the most valuable qualities an investor can develop.

💡 In This Episode, You’ll Discover:
• Why many investors misunderstand their retirement options
• How patience and consistent habits support long-term progress
• Why diversification is about more than owning different stocks
• How education can replace uncertainty with greater clarity
• Why meaningful success often takes ten years or more

👤 About Adam Bergman
Adam Bergman is a tax attorney, author, entrepreneur, and founder of IRA Financial. His work focuses on helping people better understand retirement account rules and make informed, values-aligned decisions.

Connect With Adam Bergman
📍 Location: Miami Beach, Florida
🌐 Website: https://www.irafinancial.com/


🎧 About the Make Life Less Taxing Podcast
Grounded conversations about freedom, clarity, stewardship, and living with greater intention.

🌐 More Episodes: https://makelifelesstaxingpodcast.com
📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply

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