PODCAST

Wealth Formula by Buck Joffrey

Buck Joffrey

Financial Education and Entrepreneurship for Professionals

business investing

All Episodes

53:00

417: Market Update from a Former Sovereign Wealth...

Wealth Formula by Buck Joffrey ·

2024/03/09

I feel like I am going through another major transition in my life. I turned 50 last September—a fact that I deliberately chose not to publicize. I hate to admit it, but much of my behavior is stereotypical divorced midlife crisis stuff. I got a Ferrari, I’ve been working out incessantly and…I’ve been considering adding […]The post 417: Market Update from a Former Sovereign Wealth Fund Manager appeared first on Wealth Formula.

en-US

33:28

416: Artificial Intelligence: The Mother of All...

Wealth Formula by Buck Joffrey ·

2024/03/03

In the latest surge of technological evolution, one titan stands out, reshaping our landscape with the silent swiftness of a revolution: Artificial Intelligence, or AI. It’s a term that sparks a spectrum of emotions, from exhilaration at the dawn of a new era to trepidation about the unknowns it brings along. As we stand on […]The post 416: Artificial Intelligence: The Mother of All Technologies appeared first on Wealth Formula.

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36:45

415: Tax and Return: Judge Glock

Wealth Formula by Buck Joffrey ·

2024/02/25

“I’m from the government and I’m here to help.” Ronald Reagan described those as the most dangerous words in the English language. I generally agree with the Gipper who I have fond memories of extending back to the 1980 presidential election that I watched with interest as a kindergartener. When the government gets too big, […]The post 415: Tax and Return: Judge Glock appeared first on Wealth Formula.

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53:41

414: The Safest Double Digit Returning Investment in...

Wealth Formula by Buck Joffrey ·

2024/02/18

When I was fresh out of surgical residency and started to make some money, I started looking for advice on what to do with it. One of the questions I had was about life insurance. I was a newlywed and had a baby on the way (now she’s in high school by the way). So, […] The post 414: The Safest Double Digit Returning Investment in History? appeared first on Wealth Formula.

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40:09

413: Social Security Scams and “Retirement” Planning

Wealth Formula by Buck Joffrey ·

2024/02/11

Retirement means “ceasing to work”. In my case, retirement will describe me when I’ve died. I understand retiring from a particular activity. Like how I retired from the practice of surgery about eight years ago. But global retirement sounds dire. It is like admitting that you are of no real value to the world anymore. […] The post 413: Social Security Scams and “Retirement” Planning appeared first on Wealth Formula.

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36:50

412: Dual Citizenship: Plan B?

Wealth Formula by Buck Joffrey ·

2024/02/04

The two most powerful motivations for behavior are fear and greed. If you haven’t thought about that before paying attention to the kinds of messaging you hear especially in the alternative asset podcast ecosystem? At the risk of offending gold bugs, how many times have you heard someone who sells precious metals on a podcast […] The post 412: Dual Citizenship: Plan B? appeared first on Wealth Formula.

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38:06

411: Heads I Win Tales You Lose: The U.S. Banking System

Wealth Formula by Buck Joffrey ·

2024/01/28

The challenge with investing is that you can do everything right and still lose. Unfortunately its supposed to be that way otherwise everyone would take the biggest bets possible all the time and always win. That’s just not reality. In good times, it is very hard to anticipate what could happen if the unexpected occurs. […] The post 411: Heads I Win Tales You Lose: The U.S. Banking System appeared first on Wealth Formula.

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38:32

410: Is Ray Dalio Really Who He Says He Is?

Wealth Formula by Buck Joffrey ·

2024/01/21

My social life sucks. I moved to Montecito in 2017 from Chicago a married man with 3 children. When we got here, I didn’t know anyone. Luckily, I had my family and was plenty entertained by my three little girls. My now ex-wife also served as social coordinator to make sure we had things to […] The post 410: Is Ray Dalio Really Who He Says He Is? appeared first on Wealth Formula.

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29:43

409: You Will Own Nothing and You Will Like It: Carol...

Wealth Formula by Buck Joffrey ·

2024/01/14

As you may know, I have three daughters aged 14,11 and 8. The oldest, Camilla, is now in high school. For those of you who have been listening for me for a while, yes, that was the little girl who did an introduction for episode 100. We are all getting older by the minute. Anyway, […] The post 409: You Will Own Nothing and You Will Like It: Carol Roth appeared first on Wealth Formula.

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38:03

408: Boring is Good: The Case for Self Storage

Wealth Formula by Buck Joffrey ·

2024/01/08

For those of you who have participated in our self-storage offerings in the past with Reliant Real Estate, you know that you can make a lot of money in this space. One of our deals, while not planned this way, nearly doubled investor equity in less than a year. Those kinds of returns are sexy […] The post 408: Boring is Good: The Case for Self Storage appeared first on Wealth Formula.

en-US

44:24

407: New Year, New Business?

Wealth Formula by Buck Joffrey ·

2023/12/31

Wealth Formula Nation, Happy New Year! I have a feeling that 2024 is going to be a good year for us. I think we are going to pick up quality assets at a discount like it’s 2012 and liquidity will come back to the real estate markets. I’m also eager to develop our own investor […] The post 407: New Year, New Business? appeared first on Wealth Formula.

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49:23

406: Wealth Without Wall Street

Wealth Formula by Buck Joffrey ·

2023/12/24

When I first started podcasting a decade ago, I was very anti-Wall Street. But what does that even mean? I guess I hadn’t really contemplated that. My show started not long after the financial meltdown of 2008-2009. For many of us, the greed that was unveiled during that period was eye-opening as we saw major […] The post 406: Wealth Without Wall Street appeared first on Wealth Formula.

en-US

58:50

405: Another Perspective with the Cash Flow Ninja

Wealth Formula by Buck Joffrey ·

2023/12/18

During college, I spent a summer working in a laboratory at the University of Chicago where my biochemistry mentor did his PhD. The lab studied prostate cancer and was the legacy of Charlie Huggins, a surgeon who won the Nobel prize for discovering the testosterone dependence of most prostate cancers. The guy who took over […] The post 405: Another Perspective with the Cash Flow Ninja appeared first on Wealth Formula.

en-US

44:45

404: An Update From AHP Servicing With Jorge Newberry

Wealth Formula by Buck Joffrey ·

2023/12/14

In this bonus episode of Wealth Formula Podcast, Jorge Newberry shares with us some background on what’s been happening with AHP as well as his perspective on real estate and the debt market. The post 404: An Update From AHP Servicing With Jorge Newberry appeared first on Wealth Formula.

en-US

34:52

403: The Tax Case in the Supreme Court That You Must...

Wealth Formula by Buck Joffrey ·

2023/12/10

You know what drives me crazy? Politicians talking about how rich Americans need to start paying their “fair share”. First of all, they aren’t really taking about the rich. They are talking about you—the high paid professional. To be clear, if you are making $400K-$800K per year as a W2 wager earner, you’re doing well […] The post 403: The Tax Case in the Supreme Court That You Must Know About appeared first on Wealth Formula.

en-US

1:04:36

402: Investing with Benefits: Real Stories from...

Wealth Formula by Buck Joffrey ·

2023/12/03

As the end of the year approaches, many of us are thinking about ways to mitigate our tax liability for 2023. Unfortunately, this year there is not a whole lot in terms of options. The IRS has clamped down on syndicated conservation easements and anything resembling it. If you are being talked into something like […] The post 402: Investing with Benefits: Real Stories from Wealth Formula Nation appeared first on Wealth Formula.

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30:09

401: Real Estate Market Trends

Wealth Formula by Buck Joffrey ·

2023/11/26

A lot has happened over the past year in real estate. It goes to show how quickly things can change. Unless you have been living in a cave, you know that interest rates went way up really quickly. When that happens, housing typically goes down in value significantly. Oddly enough, in much of the country, […] The post 401: Real Estate Market Trends appeared first on Wealth Formula.

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45:48

400: Trying Not to Run Out of Gas in Your Tesla

Wealth Formula by Buck Joffrey ·

2023/11/19

When I moved to Montecito a few years ago, I was amazed at how many people didn’t seem to work. To be clear, we don’t have a homeless problem out here. We just have a lot of people who own businesses. And it’s not quite true that they don’t work. They just don’t have regular […] The post 400: Trying Not to Run Out of Gas in Your Tesla appeared first on Wealth Formula.

en-US

47:02

399: Tax Mitigation Strategies in Real Estate

Wealth Formula by Buck Joffrey ·

2023/11/12

It’s NFL season and I’m still glued to the TV despite my team’s rough start and the fact that we lost our starting quarterback for the year. In case you don’t know, my team is the Minnesota Vikings and our starting quarterback was Kirk Cousins who just went down with a brutal Achilles tendon tear. […] The post 399: Tax Mitigation Strategies in Real Estate appeared first on Wealth Formula.

en-US

49:49

398: There’s More to Alts than Real Estate

Wealth Formula by Buck Joffrey ·

2023/11/05

The world of real estate is kind of a cult. Members of this cult tend to think that pretty much anything outside of real estate is just a waste of money. I used to subscribe to this religion. And, for the most part, I still kind of do. My portfolio is largely real estate and […] The post 398: There’s More to Alts than Real Estate appeared first on Wealth Formula.

en-US

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Wealth Formula by Buck Joffrey

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