PODCAST

Wealth Formula by Buck Joffrey

Buck Joffrey

Financial Education and Entrepreneurship for Professionals

business investing

All Episodes

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.

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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.

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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.

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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.

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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.

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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.

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35:35

397: Prenups and Postnups: Marital Finance 101

Wealth Formula by Buck Joffrey ·

2023/10/29

No one getting married thinks that they will ever get divorced. I can tell you that from personal experience. Yet over half of American marriages end up in divorce. I was lucky in that I had an amicable break-up. Most of the divorces I’ve seen in the past few years have been ugly. I have two friends finally get […] The post 397: Prenups and Postnups: Marital Finance 101 appeared first on Wealth Formula.

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35:17

396: Preparing for 2010

Wealth Formula by Buck Joffrey ·

2023/10/22

The financial meltdown of 2008-2009 feels like ancient history. And like tragedies that happened long ago, it feel more historical and less emotional. I remember going to Pompeii several years ago and seeing people turned to stone from Mount Vesuvius erupting. It must have been horrific. But time has made it more of a museum […] The post 396: Preparing for 2010 appeared first on Wealth Formula.

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40:43

395: Tax Free Wealth and the Zombie Apocalypse

Wealth Formula by Buck Joffrey ·

2023/10/16

I’m not a doom and gloom podcaster as a general rule. There are plenty of those out there predicting the zombie apocalypse. However, I have to say that I’m pretty sure I’ve been seeing some questionable zombiesque characters running around town lately. It has occurred to me, however, that most people are not seeing what […] The post 395: Tax Free Wealth and the Zombie Apocalypse appeared first on Wealth Formula.

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41:54

394: Beyond Real Estate: How to Cash Flow with Stocks

Wealth Formula by Buck Joffrey ·

2023/10/08

My portfolio is not what most would call diversified. I am about 70-80 percent real estate, 10-15 percent permanent life insurance and about 10-15 percent higher risk stuff. My only stock exposure is only high-risk stuff like mining companies on the Toronto Stock Exchange. To be clear, I am not advocating for this approach. That’s […] The post 394: Beyond Real Estate: How to Cash Flow with Stocks appeared first on Wealth Formula.

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35:59

393:Economic Impact of Emerging Technologies

Wealth Formula by Buck Joffrey ·

2023/10/02

The post 393:Economic Impact of Emerging Technologies appeared first on Wealth Formula.

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33:43

392: Back to School: Tax Mitigation

Wealth Formula by Buck Joffrey ·

2023/09/27

The post 392: Back to School: Tax Mitigation appeared first on Wealth Formula.

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1:00:15

391: Hedera/HBAR: My Asymmetric Dream

Wealth Formula by Buck Joffrey ·

2023/09/25

Last week I did a back-to-school episode for you on asymmetric risk. I told you that my primary asymmetric risk related investments are in cryptocurrency. As a reminder, asymmetric risk investing means you throw in some money that, if you lose it, isn’t going to kill you. But on the other hand, if things go […] The post 391: Hedera/HBAR: My Asymmetric Dream appeared first on Wealth Formula.

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15:33

390: Back to School: Asymmetric Risk Investing

Wealth Formula by Buck Joffrey ·

2023/09/20

The post 390: Back to School: Asymmetric Risk Investing appeared first on Wealth Formula.

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58:07

389: Back to School: Maybe This is All You Need?

Wealth Formula by Buck Joffrey ·

2023/09/17

So far in our back-to-school series, we have covered asset protection, estate planning and my capital allocation strategy. Wouldn’t it be great if you could hit all these important concepts with a single investment? Well, as it turns out, you sort of can. Let me back up and tell you a story. When I was […] The post 389: Back to School: Maybe This is All You Need? appeared first on Wealth Formula.

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32:30

388: Back to School: Buck’s Investment Philosophy

Wealth Formula by Buck Joffrey ·

2023/09/13

The post 388: Back to School: Buck’s Investment Philosophy appeared first on Wealth Formula.

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43:02

387: Lessons from a Sovereign Wealth Fund Manager

Wealth Formula by Buck Joffrey ·

2023/09/10

Zulfe Ali is a broker dealer and investment advisor—but not your run-of-the-mill type in this field. He’s been in the middle of the action on Wall Street as a mergers and acquisitions guy for JP Morgan and Bank of America in the 90s and ran a multibillion-dollar sovereign wealth fund for over a decade. I’ve […] The post 387: Lessons from a Sovereign Wealth Fund Manager appeared first on Wealth Formula.

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28:10

386: Back to School: Estate Planning

Wealth Formula by Buck Joffrey ·

2023/09/06

The post 386: Back to School: Estate Planning appeared first on Wealth Formula.

en-US

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Wealth Formula by Buck Joffrey

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