Cut The Tie Podcast with Adam Bergman
What if everything you’ve been told about retirement and investing is outdated—or worse, rigged against you? In this episode of Cut The Tie, Thomas Helfrich sits down with Adam Bergman, founder of IRA Financial, to talk about the myth of financial freedom through Wall Street and how entrepreneurs can reclaim control of their wealth through self-directed retirement plans.

After a successful career as a tax attorney, Adam saw firsthand how limited traditional investment advice really was. So he cut the tie, built a business around alternative investing, and now helps thousands of Americans take charge of their financial futures—without asking permission from brokers or big banks.

About Adam Bergman

Adam Bergman is a tax attorney, best-selling author, and founder of IRA Financial, one of the leading platforms for self-directed retirement accounts. With expertise in alternative assets, tax structures, and investing strategies, Adam has built a firm that empowers entrepreneurs and investors to use their retirement accounts for real estate, startups, crypto, and more. He’s also the host of the AdBits podcast, where he breaks down complex retirement strategies in plain English.

In this episode, Thomas and Adam discuss:

• Cutting ties with the Wall Street narrative
  Adam shares why traditional retirement planning doesn’t work for most entrepreneurs—and how self-directed IRAs offer more flexibility and control.
• From tax attorney to financial rebel
  He breaks down the moment he realized he wanted to serve clients directly—not just protect banks—and how that led to launching IRA Financial.
• Why entrepreneurs are the best investors
  Adam explains how business owners already have the mindset to evaluate deals, take calculated risks, and build lasting wealth.
• The big lie of “diversification”
  According to Adam, putting all your savings in mutual funds and stocks isn’t diversified—it’s boxed in. He shares smarter ways to hedge and grow.

Key Takeaways:

• Wall Street doesn’t serve entrepreneurs
  If you want real control and returns, look beyond the big firms and traditional funds.
• You are your best investment advisor
  No one knows your risk tolerance, goals, or vision like you do. Own it.
• Self-direction = freedom
  When you can invest your retirement money in real estate, startups, or your own business—you’re truly free.
• Tax law is a tool, not a trap
  Learn the rules, then use them to your advantage. That’s how wealthy people win.
• Building wealth is about structure, not shortcuts
  Smart frameworks, not fast money, lead to lasting freedom.

Connect with Adam Bergman

💼 LinkedIn: Adam Bergman
🌐 Website: www.irafinancialgroup.com
🎧 Podcast: AdBits Podcast

Connect with Thomas Helfrich

🐦 Twitter: @thelfrich
📘 Facebook: Cut the Tie Group
💼 LinkedIn: Thomas Helfrich
🌐 Website: www.cutthetie.com
📧 Email: [email protected]
🚀 InstantlyRelevant.com

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