PODCAST

Wealth Formula by Buck Joffrey

Buck Joffrey

Financial Education and Entrepreneurship for Professionals

business investing

All Episodes

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.

en-US

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.

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29:12

385: Should you buy Silver?

Wealth Formula by Buck Joffrey ·

2023/09/03

Those of you who have been listening to me for a while know that I am not really a precious metals guy. I know the arguments and I respect them. Gold has held its price over an unprecedented amount of time. An ounce of gold got a guy a nice toga and sandals in Roman […] The post 385: Should you buy Silver? appeared first on Wealth Formula.

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36:44

384: High Mortgage Rates Does Not Equal Housing Crash

Wealth Formula by Buck Joffrey ·

2023/08/30

I live in Montecito, CA. It’s a small beach town of about 5 thousand people at the southernmost part of Santa Barbara. I moved here from Chicago in 2017 and started living here as a renter. One thing I learned over the years is that whenever I move to a new area, I always end […] The post 384: High Mortgage Rates Does Not Equal Housing Crash appeared first on Wealth Formula.

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34:01

383: Back To School: Asset Protection

Wealth Formula by Buck Joffrey ·

2023/08/27

I don’t know about you but my kids are about to head back to school. In this spirit of that, I thought it might be nice for us to get back to basics as well. For the next few weeks, I will be releasing at least one podcast that involves the basics of personal finance […] The post 383: Back To School: Asset Protection appeared first on Wealth Formula.

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42:39

382: Should You Consider Buying a Franchise?

Wealth Formula by Buck Joffrey ·

2023/08/20

I have a medical degree and am a former board-certified surgeon. Yet that is not my identity. My identity is that of an entrepreneur and investor. This is an identify for which I did not go to school. Without trying to sound dramatic, I was born this way. I think it’s a genetic thing. You […] The post 382: Should You Consider Buying a Franchise? appeared first on Wealth Formula.

en-US

31:30

381: Clean Energy Solves Only Part of the Problem

Wealth Formula by Buck Joffrey ·

2023/08/13

It turns out that the conversation about getting out of fossil fuels and into green energy is a lot more complicated than just energy. Of course “black gold” has literally fueled our society into its wealthiest state since the beginning of man. No one argues that. But there is a clear movement globally to try […] The post 381: Clean Energy Solves Only Part of the Problem appeared first on Wealth Formula.

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29:28

380: Investing Through the Eyes of a Fighter Pilot

Wealth Formula by Buck Joffrey ·

2023/08/06

It has been a tough year for real investors. Inflation and interest rates have created distress and uncertainty. But let me remind you of a few things. Investing isn’t for the faint-hearted. EVERYONE loses at some point. The idea that you can always win is a fallacy. Of course everyone would agree with that statement […] The post 380: Investing Through the Eyes of a Fighter Pilot appeared first on Wealth Formula.

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41:18

379: Do Human Cycles Drive Economic Cycles?

Wealth Formula by Buck Joffrey ·

2023/07/30

I was in high school when the Berlin Wall came down. The ensuing decade was really like no other I have experienced in my life. It was the 1990s. There was no more cold war. Decades of fear of nuclear annihilation vanished into thin air. And 9/11 had not yet happened so we did not […] The post 379: Do Human Cycles Drive Economic Cycles? appeared first on Wealth Formula.

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26:34

Bonus Episode: Breakthrough in Early Cancer Detection?

Wealth Formula by Buck Joffrey ·

2023/07/24

The post Bonus Episode: Breakthrough in Early Cancer Detection? appeared first on Wealth Formula.

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Wealth Formula by Buck Joffrey

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