PODCAST

Wealth Formula by Buck Joffrey

Buck Joffrey

Financial Education and Entrepreneurship for Professionals

business investing

All Episodes

6:09

Tax-Saving Strategies for High W-2 Earners

Wealth Formula by Buck Joffrey ·

2024/07/05

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.

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42:58

442: Lane Kawaoka on Real Estate and Life

Wealth Formula by Buck Joffrey ·

2024/06/30

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 […]The post 442: Lane Kawaoka on Real Estate and Life appeared first on Wealth Formula.

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3:21

Does Money Buy You Happiness?

Wealth Formula by Buck Joffrey ·

2024/06/28

Does it really? The post Does Money Buy You Happiness? appeared first on Wealth Formula.

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26:27

441: News of the Week 06/26/24

Wealth Formula by Buck Joffrey ·

2024/06/26

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 money market […] The post 441: News of the Week 06/26/24 appeared first on Wealth Formula.

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440: What You Need to Know About Liability Insurance

Wealth Formula by Buck Joffrey ·

2024/06/23

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 […] The post 440: What You Need to Know About Liability Insurance appeared first on Wealth Formula.

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38:33

438: Mark Skousen on Freedom and the Economy

Wealth Formula by Buck Joffrey ·

2024/06/16

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 […]The post 438: Mark Skousen on Freedom and the Economy appeared first on Wealth Formula.

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31:01

437: News of the Week 06/12/24

Wealth Formula by Buck Joffrey ·

2024/06/13

Thoughts on Sunday podcast on internet business investing: Latest on the economy and markets: New product to discuss: Mutual Funds versus ETF (Exchange Traded Funds)The post 437: News of the Week 06/12/24 appeared first on Wealth Formula.

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436: Should You Buy an Online Business?

Wealth Formula by Buck Joffrey ·

2024/06/09

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 […]The post 436: Should You Buy an Online Business? appeared first on Wealth Formula.

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The #1 Trait Every Successful Entrepreneur Needs to...

Wealth Formula by Buck Joffrey ·

2024/06/08

The post The #1 Trait Every Successful Entrepreneur Needs to Master appeared first on Wealth Formula.

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How Most Entrepreneurs Get Rich

Wealth Formula by Buck Joffrey ·

2024/06/07

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.

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435: News of the Week 06/05/24

Wealth Formula by Buck Joffrey ·

2024/06/05

Market Updates: Investment Topic: Private Credit Funds The post 435: News of the Week 06/05/24 appeared first on Wealth Formula.

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434: Another Perspective on Asset Protection

Wealth Formula by Buck Joffrey ·

2024/06/02

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 […] The post 434: Another Perspective on Asset Protection appeared first on Wealth Formula.

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433: News of the Week 05/29/24

Wealth Formula by Buck Joffrey ·

2024/05/29

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 […]The post 433: News of the Week 05/29/24 appeared first on Wealth Formula.

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432: Wealth Transfer to Gen Z: A Generation that...

Wealth Formula by Buck Joffrey ·

2024/05/26

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 […] The post 432: Wealth Transfer to Gen Z: A Generation that Thinks Differently appeared first on Wealth Formula.

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431: Wealth Formula Banking Webinar Replay

Wealth Formula by Buck Joffrey ·

2024/05/24

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.

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