Financial Education and Entrepreneurship for Professionals
…
continue reading
Financial Education and Entrepreneurship for Professionals
…
continue reading
![Artwork](/static/images/128pixel.png)
1
443: Teaching Personal Finance to Your Kids
29:05
29:05
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
29:05
My dad is a wise man. Like many teenagers, I didn’t always think he was. Growing up, he didn’t say much. He wasn’t the kind of dad who was keen to talk to me much about life. But when he did, I realized decades later, that he was usually right. I remember my dad buying a lot of real estate when I was a kid. Most of the houses and small multifamily …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
443: Teaching Personal Finance to Your Kids
29:05
29:05
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
29:05
My dad is a wise man. Like many teenagers, I didn’t always think he was. Growing up, he didn’t say much. He wasn’t the kind of dad who was keen to talk to me much about life. But when he did, I realized decades later, that he was usually right. I remember my dad buying a lot of real estate when I was a kid. Most of the houses and small multifamily …
…
continue reading
The first step to stop trading time for money and start building wealth is to figure out how to pay less taxes. Here are two real estate strategies to save on taxes for W-2 employees. The post Tax-Saving Strategies for High W-2 Earners appeared first on Wealth Formula.Kirjoittanut Buck Joffrey
…
continue reading
The first step to stop trading time for money and start building wealth is to figure out how to pay less taxes. Here are two real estate strategies to save on taxes for W-2 employees. The post Tax-Saving Strategies for High W-2 Earners appeared first on Wealth Formula.Kirjoittanut Buck Joffrey
…
continue reading
![Artwork](/static/images/128pixel.png)
1
442: Lane Kawaoka on Real Estate and Life
42:58
42:58
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
42:58
What do you do when you’re not happy with the way things are? That’s a question I have been asking myself a lot lately. In my case, I’m talking about life outside of business and real estate. You see, I’ve been divorced for a few years now and I have still not really rebuilt my life since then. When I have my kids, it all makes sense. It’s about be…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
442: Lane Kawaoka on Real Estate and Life
42:58
42:58
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
42:58
What do you do when you’re not happy with the way things are? That’s a question I have been asking myself a lot lately. In my case, I’m talking about life outside of business and real estate. You see, I’ve been divorced for a few years now and I have still not really rebuilt my life since then. When I have my kids, it all makes sense. It’s about be…
…
continue reading
Does it really? The post Does Money Buy You Happiness? appeared first on Wealth Formula.Kirjoittanut Buck Joffrey
…
continue reading
Does it really? The post Does Money Buy You Happiness? appeared first on Wealth Formula.Kirjoittanut Buck Joffrey
…
continue reading
![Artwork](/static/images/128pixel.png)
1
441: News of the Week 06/26/24
26:27
26:27
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
26:27
In this weekly update, Buck and Zulfe discuss liability insurance, the economy, and money market funds. They highlight the importance of reviewing and updating insurance policies, the impact of consumer confidence on the economy, and the rising prices in the residential home market. They also explain the difference between money market funds and mo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
441: News of the Week 06/26/24
26:27
26:27
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
26:27
In this weekly update, Buck and Zulfe discuss liability insurance, the economy, and money market funds. They highlight the importance of reviewing and updating insurance policies, the impact of consumer confidence on the economy, and the rising prices in the residential home market. They also explain the difference between money market funds and mo…
…
continue reading
Oh man…we are getting really sexy with topics on this show! On this week’s episode of Wealth Formula Podcast, we are going to talk about liability insurance: malpractice insurance, property insurance—all that kind of stuff. I know this doesn’t sound exciting, but do you know the five different parts of an insurance policy and what part is generally…
…
continue reading
Oh man…we are getting really sexy with topics on this show! On this week’s episode of Wealth Formula Podcast, we are going to talk about liability insurance: malpractice insurance, property insurance—all that kind of stuff. I know this doesn’t sound exciting, but do you know the five different parts of an insurance policy and what part is generally…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
438: Mark Skousen on Freedom and the Economy
38:33
38:33
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
38:33
This week’s guest on Wealth Formula Podcast is Mark Skousen. He is the producer of FreedomFest which has become an extremely popular annual gathering every year that deals with not only money but other lifestyle topics as well. What is freedom anyway? To me, It’s the ability to choose what you want to do with your life. Indeed, freedom is the ultim…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
438: Mark Skousen on Freedom and the Economy
38:33
38:33
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
38:33
This week’s guest on Wealth Formula Podcast is Mark Skousen. He is the producer of FreedomFest which has become an extremely popular annual gathering every year that deals with not only money but other lifestyle topics as well. What is freedom anyway? To me, It’s the ability to choose what you want to do with your life. Indeed, freedom is the ultim…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
437: News of the Week 06/12/24
31:01
31:01
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
31:01
Thoughts on Sunday podcast on internet business investing: Seems like a platform really suited for people with e-commerce expertise I wouldn’t know how to evaluate or run an Internet business Investing under a manager who knows what they’re doing might make sense, but we’d need to see the track record I tend to think this is an area where you need …
…
continue reading
After finishing residency and swallowing the purple pill (reading a Kiyosaki book), I found my entrepreneurial self for the first time. I was a like a kid in a candy store looking for any business opportunity I could think of. My initial foray into the entrepreneurial world related to my background—as a surgeon. I started with medical businesses. I…
…
continue reading
After finishing residency and swallowing the purple pill (reading a Kiyosaki book), I found my entrepreneurial self for the first time. I was a like a kid in a candy store looking for any business opportunity I could think of. My initial foray into the entrepreneurial world related to my background—as a surgeon. I started with medical businesses. I…
…
continue reading
The post The #1 Trait Every Successful Entrepreneur Needs to Master appeared first on Wealth Formula.Kirjoittanut Buck Joffrey
…
continue reading
The post The #1 Trait Every Successful Entrepreneur Needs to Master appeared first on Wealth Formula.Kirjoittanut Buck Joffrey
…
continue reading
Buck shares the similar path that almost every successful entrepreneur he knows took. The post How Most Entrepreneurs Get Rich appeared first on Wealth Formula.Kirjoittanut Buck Joffrey
…
continue reading
Buck shares the similar path that almost every successful entrepreneur he knows took. The post How Most Entrepreneurs Get Rich appeared first on Wealth Formula.Kirjoittanut Buck Joffrey
…
continue reading
Market Updates: Economic data since last week’s update: Core PCE Price Index rose 0.2% in April, in line with expectations Job openings decreased in April, indicating a cooling labor market Equity markets have been a bit volatile recently, down a couple of percentage points Ongoing volatility is expected as we move through the summer and elections …
…
continue reading
Market Updates: Economic data since last week’s update: Core PCE Price Index rose 0.2% in April, in line with expectations Job openings decreased in April, indicating a cooling labor market Equity markets have been a bit volatile recently, down a couple of percentage points Ongoing volatility is expected as we move through the summer and elections …
…
continue reading
This week’s episode on Wealth Formula Podcast is a primer on asset protection. One of the things that I learned a few years back is that asset protection and estate planning are not one and the same. Asset protection is simply protection against creditors. An offshore trust in the Cook Islands, for example, is a rock solid way to protect your asset…
…
continue reading
This week’s episode on Wealth Formula Podcast is a primer on asset protection. One of the things that I learned a few years back is that asset protection and estate planning are not one and the same. Asset protection is simply protection against creditors. An offshore trust in the Cook Islands, for example, is a rock solid way to protect your asset…
…
continue reading
The upcoming wealth transfer from Baby Boomers to younger generations is a significant and unprecedented event in history, often referred to as the “Great Wealth Transfer.” Research indicates that about half of this $100 trillion transfer will go to Gen X, with the other half going to Millennials and Gen Z. This generational shift is interesting, a…
…
continue reading
The upcoming wealth transfer from Baby Boomers to younger generations is a significant and unprecedented event in history, often referred to as the “Great Wealth Transfer.” Research indicates that about half of this $100 trillion transfer will go to Gen X, with the other half going to Millennials and Gen Z. This generational shift is interesting, a…
…
continue reading
The Baby Boomer generation (born 1946-1964) was historically the largest, peaking at around 78.8 million in 1999 when they were in their prime working years. However, the current Baby Boomer population in the U.S. as of 2019 is estimated to be 71.6 million, having declined due to mortality exceeding births as this generation ages. The Millennial ge…
…
continue reading
The Baby Boomer generation (born 1946-1964) was historically the largest, peaking at around 78.8 million in 1999 when they were in their prime working years. However, the current Baby Boomer population in the U.S. as of 2019 is estimated to be 71.6 million, having declined due to mortality exceeding births as this generation ages. The Millennial ge…
…
continue reading
Buck Joffrey is joined by Rod Zabriskie and colleagues of Wealth Formula Banking to discuss this powerful financial tool that leverages your savings to invest the same money at two places at the same time. The post 431: Wealth Formula Banking Webinar Replay appeared first on Wealth Formula.Kirjoittanut Buck Joffrey
…
continue reading
Buck Joffrey is joined by Rod Zabriskie and colleagues of Wealth Formula Banking to discuss this powerful financial tool that leverages your savings to invest the same money at two places at the same time. The post 431: Wealth Formula Banking Webinar Replay appeared first on Wealth Formula.Kirjoittanut Buck Joffrey
…
continue reading
![Artwork](/static/images/128pixel.png)
1
430: Velerity Wealth Update 05/22/24
19:54
19:54
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
19:54
Takeaways Tax policies can have a significant impact on businesses and individuals, and it’s important to plan and adapt accordingly. The depletion of social security funds is a concern, and solutions need to be implemented to address this issue. The stock market has been performing well, with the Dow Jones hitting all-time highs and the S&P and NA…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
430: Velerity Wealth Update 05/22/24
19:54
19:54
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
19:54
Takeaways Tax policies can have a significant impact on businesses and individuals, and it’s important to plan and adapt accordingly. The depletion of social security funds is a concern, and solutions need to be implemented to address this issue. The stock market has been performing well, with the Dow Jones hitting all-time highs and the S&P and NA…
…
continue reading
Tom Wheelwright, my friend and author of Tax-Free Wealth, describes the US tax code simply as a series of government-sponsored incentives. As someone who hates paying taxes, this fact has made me extraordinarily patriotic. The problem is, that sometimes incentives backfire. Case in point—during the British Raj rule in India, there was a proliferati…
…
continue reading
Tom Wheelwright, my friend and author of Tax-Free Wealth, describes the US tax code simply as a series of government-sponsored incentives. As someone who hates paying taxes, this fact has made me extraordinarily patriotic. The problem is, that sometimes incentives backfire. Case in point—during the British Raj rule in India, there was a proliferati…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
428: Velerity Wealth Update 5/15/24
19:30
19:30
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
19:30
My key takeaway from our guest (Ryan Bourne from the Cato Institute) on this week’s episode is that policy mistakes that adversely impact the free markets happen for a variety of reasons: Misread of data Poor use of policy tools Political motivation National Security interests Whatever the reason, the consequences of policy mistakes are real for in…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
428: Velerity Wealth Update 5/15/24
19:30
19:30
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
19:30
My key takeaway from our guest (Ryan Bourne from the Cato Institute) on this week’s episode is that policy mistakes that adversely impact the free markets happen for a variety of reasons: Misread of data Poor use of policy tools Political motivation National Security interests Whatever the reason, the consequences of policy mistakes are real for in…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
427: A Libertarian Perspective on the Market Economy
35:40
35:40
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
35:40
I have frequently described myself as most aligned with libertarian thought when it comes to my own politics. In terms of the economy, libertarians believe in the concept of a free market. Libertarians argue that a truly free market fosters prosperity, innovation, and individual liberty. But that doesn’t really describe the American economy, does i…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
427: A Libertarian Perspective on the Market Economy
35:40
35:40
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
35:40
I have frequently described myself as most aligned with libertarian thought when it comes to my own politics. In terms of the economy, libertarians believe in the concept of a free market. Libertarians argue that a truly free market fosters prosperity, innovation, and individual liberty. But that doesn’t really describe the American economy, does i…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
426: Velerity Wealth Update 5/8/24
25:19
25:19
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
25:19
Regarding the recent Podcast: US debt fears overblown US debt is high, but not unsustainably so (compared to global economies) A more relevant concern may be focused on the appetite or ability of investors to buy the quantum of debt being issued by the US government. Foreign investment in US debt has declined China and other central banks have been…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
426: Velerity Wealth Update 5/8/24
25:19
25:19
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
25:19
Regarding the recent Podcast: US debt fears overblown US debt is high, but not unsustainably so (compared to global economies) A more relevant concern may be focused on the appetite or ability of investors to buy the quantum of debt being issued by the US government. Foreign investment in US debt has declined China and other central banks have been…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
425: The US Government Ponzi scheme?
27:46
27:46
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
27:46
Is it me or is no one talking about high U.S. debt levels anymore? Conventional wisdom has always been that high debt levels lead to inflation and the destruction of currencies, and money printing conjured up images of wheelbarrows full of worthless bills and economies in freefall. Then one day, the political party that used to care about fiscal re…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
425: The US Government Ponzi scheme?
27:46
27:46
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
27:46
Is it me or is no one talking about high U.S. debt levels anymore? Conventional wisdom has always been that high debt levels lead to inflation and the destruction of currencies, and money printing conjured up images of wheelbarrows full of worthless bills and economies in freefall. Then one day, the political party that used to care about fiscal re…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
424: Richard Duncan: U.S. Strong China in Trouble
1:01:09
1:01:09
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
1:01:09
I have been asked by many to give my opinion on where the economy is headed and what to do. I have been reluctant to do so because I am not an economist and I do not want to give investment advice. However, I do think I owe it to you to let you know where my head is and what I am doing based on these thoughts. Last week and this week’s podcast have…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
424: Richard Duncan: U.S. Strong China in Trouble
1:01:09
1:01:09
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
1:01:09
I have been asked by many to give my opinion on where the economy is headed and what to do. I have been reluctant to do so because I am not an economist and I do not want to give investment advice. However, I do think I owe it to you to let you know where my head is and what I am doing based on these thoughts. Last week and this week’s podcast have…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
423: Campbell Harvey Says the Fed is WRONG on Inflation and Interest Rates
39:57
39:57
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
39:57
Even really smart people are wrong on a regular basis. I see this all the time in health and longevity-related issues on my other podcast, Sapio with Buck Joffrey. In case you are wondering…yes, I have become one of those middle-aged California guys trying to stay young at all costs. Not easy. But, I have to admit, the nerdy physician scientist typ…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
423: Campbell Harvey Says the Fed is WRONG on Inflation and Interest Rates
39:57
39:57
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
39:57
Even really smart people are wrong on a regular basis. I see this all the time in health and longevity-related issues on my other podcast, Sapio with Buck Joffrey. In case you are wondering…yes, I have become one of those middle-aged California guys trying to stay young at all costs. Not easy. But, I have to admit, the nerdy physician scientist typ…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
422: Avoiding Ponzi Schemes and Bad Actors
44:10
44:10
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:10
The notion of moving wealth away from Wall Street into the hands of small private operators sounds great. However, it’s important to acknowledge some of the challenges of navigating these waters; challenges that many have witnessed first-hand in the podcast ecosystem over the past two years. First and foremost, let’s talk about vetting. Investing i…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
422: Avoiding Ponzi Schemes and Bad Actors
44:10
44:10
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:10
The notion of moving wealth away from Wall Street into the hands of small private operators sounds great. However, it’s important to acknowledge some of the challenges of navigating these waters; challenges that many have witnessed first-hand in the podcast ecosystem over the past two years. First and foremost, let’s talk about vetting. Investing i…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
421: Turn Your Empty Space into a Self-Storage Business
36:22
36:22
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
36:22
As soon as I finished training, I opened up a cosmetic surgery business. When I say business, I mean a business not practice. From day one, it was my intention to create a brand that I could hand off or sell someday rather than to create a job for myself. I was also focused on cosmetics. Unlike the traditional way of growing a cosmetic practice, I …
…
continue reading