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The Wealth Formula Podcast by Buck Joffrey – Wealth Formula

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Financial Education and Entrepreneurship for Professionals

Financial Education and Entrepreneurship for Professionals
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Location:

United States

Description:

Financial Education and Entrepreneurship for Professionals

Language:

English


Episodes

180: Is Venture Capital Right for You?

10/13/2019
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I’m a doctor, but Wealth Formula is not a doctor podcast. Sure, probably 30-40 percent of my Accredited Investor Club is made up of physicians and dentists, but that just happens to be the byproduct of my own professional past. People with common background tend to flock together I guess. That’s fine with me. I […] The post 180: Is Venture Capital Right for You? appeared first on Wealth Formula.

Duration:00:43:49

179: Buy, Borrow and Die: Bitcoin Style

10/6/2019
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I am in a financial position that may seem somewhat unusual to you. You see, the IRS rewards me for my real estate investments by taxing me less. If, on the other hand, I keep my income in the bank, or invest it in traditional equities or bonds, the IRS shows me no mercy! Admittedly […] The post 179: Buy, Borrow and Die: Bitcoin Style appeared first on Wealth Formula.

Duration:00:46:58

178: Fixed Income for Dummies!

9/29/2019
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Have you heard of the 4 percent rule? I’m guessing you have as it seems to be some magical number espoused by traditional financial advisors and bloggers alike. The idea is that you should safely be able to withdraw 4 percent of your portfolio to live on for retirement. Theoretically the 4 percent is based […] The post 178: Fixed Income for Dummies! appeared first on Wealth Formula.

Duration:00:42:11

177: Agricultural Investing in Paraguay?

9/22/2019
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I am a simple guy. When I bowl, I throw the ball right down the middle of the lane. I couldn’t put any spin on it if I tried. My thinking is equally simple. In order for me to understand things, I have to break them down into smaller, easier to digest bites or I […] The post 177: Agricultural Investing in Paraguay? appeared first on Wealth Formula.

Duration:00:53:44

176: Should You Invest in Multifamily Real Estate NOW?

9/15/2019
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There is clearly fear in the heart of investors in the equity markets and real estate alike as talk of trade wars and recessions abound. Meanwhile, I’m investing more in multifamily real estate this year than I ever have. In fact, I’m investing my 80 year old dad’s money in the same offerings—the opportunities everyone […] The post 176: Should You Invest in Multifamily Real Estate NOW? appeared first on Wealth Formula.

Duration:00:45:07

175: Cryptocurrency and Asymmetric Risk with Teeka Tiwari

9/8/2019
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Up to 10 percent of my liquid assets are in very risky stuff—specifically digital assets and startups. A lot of people people think I am being irresponsible—particularly because I have a captive audience with whom I have influence. Now if I was shooting at the hip and telling you to put all your money in […] The post 175: Cryptocurrency and Asymmetric Risk with Teeka Tiwari appeared first on Wealth Formula.

Duration:00:53:31

174: How to Invest in Fine Art with Beer Money!

9/1/2019
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Last week I was in Monterrey for car week. While I still drive my Toyota Prius from 2008 that I purchased during my final surgical residency year, I have an appreciation for vintage Italian cars so I attended the annual Concorso Italiano. Those old Ferrari’s are beautiful! There was a particularly stunning silver 1973 Ferrari […] The post 174: How to Invest in Fine Art with Beer Money! appeared first on Wealth Formula.

Duration:00:42:09

173: What Worked During the Great Depression?

8/25/2019
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With the rocky stock market and concern for recession in the air, it is always interesting to go back and reflect on investing behaviors over time. These days, when people are frightened, they don’t invest. Instead, they keep all of their money in the bank. Why? Well, you’ve probably never witnessed a bank failure and […] The post 173: What Worked During the Great Depression? appeared first on Wealth Formula.

Duration:00:56:22

172: Ask Buck

8/18/2019
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A while back, I had a guy on the show who had created an entire business focused on the creation of new Udemy content. Udemy is an app that allows anyone to make a course and publish it for others to buy. Courses are peer reviewed so you get a pretty good idea of what […] The post 172: Ask Buck appeared first on Wealth Formula.

Duration:00:48:44

171: Sudden Death, Vintage Ferraris and Wealth Formula Banking!

8/11/2019
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Everything was fine until I got up from that recliner and walked down the stairs of my parents home to call it a night. Suddenly something seemed very wrong. It was like I was in a dream. I could not keep a thought and my whole body started to feel very heavy. I made it […] The post 171: Sudden Death, Vintage Ferraris and Wealth Formula Banking! appeared first on Wealth Formula.

Duration:00:53:19

170: How to Deal with Capital Gains Taxes!

8/4/2019
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Is this market hot? Are real estate and equity prices too high? Invariably you are hearing this left and right these days. In fact, I can honestly say that I have been hearing that for at least the last three or four years. My initial response to the impending zombie apocalypse was to stop deploying […] The post 170: How to Deal with Capital Gains Taxes! appeared first on Wealth Formula.

Duration:00:59:17

169: Wealth 2.0: Leverage Your Deductions!

7/28/2019
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At a recent investor conference in Tenafly, NJ, I spoke on the topic of what I call Wealth 2.0. This is my preferred paradigm for investing that can be simplified into the the following equation: Wealth=Leverage(Mass X Velocity) Mass is simply the amount of money that is actually deployed into investments. After all, it doesn’t […] The post 169: Wealth 2.0: Leverage Your Deductions! appeared first on Wealth Formula.

Duration:00:58:18

168: Multidimensional Investing with Tom Wheelwright!

7/21/2019
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Learning is an electrical function of the brain. When we first start learning something, our brains start developing connections to integrate that information. Over a period of time, those electrical connections become stronger and stronger giving the perception of something becoming second nature. It isn’t until a basic function becomes second nature that you can […] The post 168: Multidimensional Investing with Tom Wheelwright! appeared first on Wealth Formula.

Duration:00:49:08

167: Are You Ready for an Asset Protection Knife-Fight?

7/14/2019
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If you can’t explain it, you don’t understand it. Remember that the next time you look across the table at a financial advisor type and feel confused. Ask yourself if you could explain what you were just told to someone else with some level of confidence. If not, start asking questions because the advisor will […] The post 167: Are You Ready for an Asset Protection Knife-Fight? appeared first on Wealth Formula.

Duration:01:05:09

166: Should You Invest in Assisted Living Facilities?

7/7/2019
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Let me tell you about another one of my failures. A few years ago, I was listening to a well known podcast and I heard about this concept of turning single family houses into elderly care facilities. The idea sounded pretty compelling so I decided to go to the “course” in Phoenix. In fact, I […] The post 166: Should You Invest in Assisted Living Facilities? appeared first on Wealth Formula.

Duration:00:55:03

165: Gray Hair, Peacocks and Unicornomics

6/30/2019
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We recently had a Wealth Formula Network call in which we talked about an offering some members were participating in that I didn’t care for as much. One thing to remember is that smart people can disagree about things without anyone necessarily being wrong. I pointed out some things I avoid when I invest and […] The post 165: Gray Hair, Peacocks and Unicornomics appeared first on Wealth Formula.

Duration:00:56:59

164: Should You Invest in Marijuana?

6/23/2019
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Last week, I got a few emails wondering why I was sending out “scammy” emails from my friend Teeka Tiwari about investing in pot. Actually, I totally understand. If you don’t know Teeka, those emails might sound a little bit like snake oil advertisements. As you know, I pride myself on not being a platform for […] The post 164: Should You Invest in Marijuana? appeared first on Wealth Formula.

Duration:00:44:38

163: When Bad Debt Happens to Good People with Jorge Newbery

6/16/2019
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Debt is like a lethal weapon. It can be used for good and it can be used for greed. It can be used to create wealth and it can be used to destroy it. In short, debt is nothing more than a tool. The problem is that a fool with a tool is still a […] The post 163: When Bad Debt Happens to Good People with Jorge Newbery appeared first on Wealth Formula.

Duration:00:49:56

162: Are We Seeing the Extinction of Fossil Fuels?

6/9/2019
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These days you hear a lot of people use the word “sustainable”. It’s actually one of those words that I don’t really understand very well. I guess by definition, it means something that you can keep on doing in perpetuity—something you can recycle and use over and over again. In that regard, the kind of […] The post 162: Are We Seeing the Extinction of Fossil Fuels? appeared first on Wealth Formula.

Duration:00:45:17

161: Opportunity Zones: The Good, the Bad, and the Ugly

6/2/2019
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We’ve had a number of webinars and podcasts related to tax mitigation over the last several weeks. Unless you are new to the Wealth Formula ecosystem, you know that when we think about investing, we think not only about how much we are going to make, but also what we are going to keep. For […] The post 161: Opportunity Zones: The Good, the Bad, and the Ugly appeared first on Wealth Formula.

Duration:00:49:17