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Do It For Yourself with Stephen A. Taylor, JD, CFP®

Do It For Yourself with Stephen A. Taylor, JD, CFP®

By: Do it for Yourself
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About this listen

Join Steve Taylor and his professional business owner and entrepreneur guests as they have those discussions on the challenges around starting and growing your own business. From starting his law firm from the ground up, to appearing on ABC's Shark Tank with his wife to the successful growth and creating of his independent Registered Investment Advisory firm, Steve's experience as a professional business owner and entrepreneur gives him a unique perspective to the challenges and struggles of truly doing it for yourself that very few financial advisors posess.Do it for Yourself Economics
Episodes
  • Everything You Need to Know About Diversifying Your IRA into Alternative Assets
    Jul 4 2025

    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


    For more actionable strategies and real conversations like this, follow us on your favorite podcast app or social platform.


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

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    26 mins
  • How To Fix The $36 Trillion U.S. Debt Crisis with Paul Musson
    Jul 3 2025

    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

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    30 mins
  • How Andrea Hoffer Builds Dream Teams with AI (Step-by-Step Framework)
    May 26 2025

    In this episode of the Do it for Yourself Podcast, host Steve Taylor sits down with Andrea Hoffer, founder of Talent Experts, to unpack the essentials of effective hiring, especially for growing businesses. Andrea shares her "dream hire" framework, starting with how to define what you really need in a role, focusing on outcomes and goals, not just tasks.


    She dives into the role of AI in recruitment, how to craft engaging job postings, and techniques for screening and engaging candidates throughout the hiring process. Andrea also emphasizes the importance of candidate engagement, keeping communication strong every step of the way, and how to motivate new hires so they thrive once they've joined the team. Whether you’re hiring hourly, executive, or specialized positions, the episode is packed with actionable advice to help you attract and retain great talent in any business.


    • [00:01:21] – Introduction to Andrea Hoffer and Talent Experts
    • [00:03:14] – The Importance of the “Define” Stage
    • [00:05:50] – Focus on Outcomes, Not Just Tasks
    • [00:08:09] – Using AI to Streamline Job Descriptions/Postings
    • [00:12:42] – Training AI for Better Results
    • [00:16:30] – Standing Out with Engaging Job Postings
    • [00:19:43] – Knockout Questions, Applicant Tracking System, and Screening
    • [00:24:20] – The Importance of Candidate Engagement
    • [00:24:53] – Screening and Interview Approach
    • [00:32:50] – Motivation and Employee Lifecycle
    • [00:36:09] – Final Advice



    Host: Steve Taylor – Linkedin, Website

    Guest: Andrea Hoffer – Linkedin, Website


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    37 mins
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