📈 How AI Is Reshaping the Wealth Management Industry Forever | Taylor Matthews of FartherIn this episode of the Do It for Yourself Podcast, host Steve Taylor interviews Taylor Matthews, Co-Founder of Farther — a fast-growing fintech startup that's disrupting the wealth management space using AI, automation, and custom-built technology.Learn how this fintech founder is building a vertically integrated RIA to solve key pain points for financial advisors, eliminate outdated tech stacks, and create real efficiency in private wealth management and financial planning.

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In this episode of the Do It For Yourself Podcast, host Steve Taylor welcomes Adam Bergman, founder of IRA Financial, to shine a light on the misunderstood and often overlooked strategy of self-directed IRAs and solo 401(k)s. Adam explains how these tools can be used to invest in real estate, private companies, and other alternative assets—debunking myths and clarifying rules that homegrown entrepreneurs and savvy savers need to know. The discussion ranges from Peter Thiel’s famous $5 billion IRA to using retirement accounts to buy real estate, and practical steps for those thinking of taking the leap.

✍️ Adam’s biggest piece of advice—just start saving, whether it’s in stocks, real estate, or your own business. Taking advantage of retirement vehicles is one of the smartest, most tax-efficient ways to build long-term wealth.

Timestamps

00:00 "Do It For Yourself Podcast Intro"

05:45 "Affordable Self-Directed IRA Setup"

08:41 UBIT Triggers in IRA Real Estate

10:49 "Strategies to Minimize UBIT Tax"

14:47 401(k) Startup Investment Loophole

17:09 Political Challenges in Wealth Regulation

21:52 Avoiding Tax Pitfalls in Investments

23:15 AI & Diversification Insights

Host: Steve Taylor – Linkedin

Guest: Adam Bergman – Linkedin

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✉️ Be our guest and email us at podcast@meritedwealth.com

Discover How To Fix The $33 Trillion U.S. Debt Crisis with Paul Musson in this eye-opening episode of the Do It For yourself podcast. Financial strategist Paul Musson explores how the U.S. fell into a budget crisis, examining how distorted monetary policy and long-standing government habits created a debt burden that now exceeds $33 trillion. He answers the critical question: how did the U.S. deficit get so big and what can be done about it with Paul Musson?

⏳ Timestamps:00:00 "Special Expert Episode"03:32 Market Distortion and Miscommunication06:54 Federal Deficit and Economic Shifts12:05 Creating Wealth Through Housing Prices15:48 Deficits, Tax Cuts, and Economic Levers18:07 "Natural Rate of Interest Explained"20:32 Housing Crisis: Central Banks' Role26:15 Balancing Deficits and Social Programs29:07 Balancing Innovation and Affordability30:49 Social Security Policy Adjustments33:59 "Bond Vigilantes and Inflation Risks"37:31 Optimistic Path Through Conversation