PODCAST

Wealth Formula by Buck Joffrey

Buck Joffrey

Financial Education and Entrepreneurship for Professionals

business investing

All Episodes

51:41

505: Andy Tanner on Cash Flowing Stocks for Double...

Wealth Formula by Buck Joffrey ·

2025/05/04

I used to scoff at Wall Street, believing the stock market was the last place to build real, life-changing wealth. I leaned exclusively on real estate, private businesses—even Bitcoin—to grow my net worth. But times change. I’ve softened my stance on equities and now see a place for stocks in my portfolio—just not the way most people do. I think of them as cash-flowing assets, much like real estate, following the approach of Andy Tanner, Robert Kiyosaki’s “Rich Dad” stock advisor. Over the

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47:17

504: Maximizing Profits by Paying Less Tax: Deferred...

Wealth Formula by Buck Joffrey ·

2025/04/27

The last couple of weeks, we’ve been deep in the world of buying businesses. But what happens when it’s time to cash out? Maybe you’re ready to sell your business, that investment property you’ve managed for years, or another major asset you’ve poured your energy into.If you’re like most people, the thrill of a big sale is quickly followed by a less-exciting thought: “Wait, how much am I going to owe in taxes?” It’s the classic one-two punch—first the celebration, then the sinking feeling as you

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41:51

503: How to Fund Your Commercial Real Estate or...

Wealth Formula by Buck Joffrey ·

2025/04/20

Last week on Wealth Formula Podcast, we dove deep with an expert who specializes in due diligence for small business acquisitions. To reiterate, what makes small business acquisitions especially enticing are the incredible financing opportunities available through the SBA. Imagine this: you only put down 10 percent on a $5 million business, and suddenly, you're in control of a business that throws off a million dollars per year in cash flow after paying monthly loan charges. That’s what these

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33:15

502: Should You Buy a Business?

Wealth Formula by Buck Joffrey ·

2025/04/13

Lately, I've been thinking about starting a new business. I know the market seems like it's crashing around us, and we're probably headed into a recession. But hey—I started my first business back in 2009, and it doesn’t get much worse than that, right?Well, maybe it can. And that's exactly why I've been considering buying a business instead of starting one from scratch, particularly because of the SBA loan options available right now. Here's how an SBA 7(a) loan breaks down for a $1,000,000

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10:19

Time to Invest!

Wealth Formula by Buck Joffrey ·

2025/04/08

Now’s the time to move. Markets are down, fear is high—and that’s exactly when the smart money starts to deploy. If you’ve been sitting on the fence about the Wealth Accelerator, this might be your moment. Learn how you can leverage market downturns with guardrails in place and amplify your upside while protecting the downside. Connect with Rod at https://wealthformulabanking.com

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35:55

501: Real Estate Postmortem – Lessons from the Crash...

Wealth Formula by Buck Joffrey ·

2025/04/06

Charlie Munger, the late sage of value investing and Warren Buffett’s right-hand man, once said there are only three ways a smart man can go broke: “liquor, ladies, and leverage.” Now, of the three, leverage is the sneakiest. It shows up dressed like opportunity, whispers promises of scale and speed, and before you know it—you’re in a capital call or margin call. But let’s be clear: leverage isn’t the enemy. In fact, if your goal is to become truly wealthy—if you want to build lasting,

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27:44

500: What Is the Big Deal about Private Equity?

Wealth Formula by Buck Joffrey ·

2025/03/30

When it comes to building wealth, the allure of exotic investment products can be hard to resist. From cryptocurrencies to rare collectibles, these options promise excitement, exclusivity, and the potential for big returns. But are they truly superior to buying the market or some rental real estate? Let’s take a look at a few popular […]The post 500: What Is the Big Deal about Private Equity? appeared first on Wealth Formula.

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25:26

499: Scott Bessent’s 3-Part Playbook for America

Wealth Formula by Buck Joffrey ·

2025/03/23

As I reflect on the difference between Trump’s first administration and his current one, I notice a marked shift. When Trump first took office, his message and objectives weren’t clear to me. Beyond the promise of building a wall, I struggled to understand his vision. This time around, it’s vastly different. His message is laser-focused, […]The post 499: Scott Bessent’s 3-Part Playbook for America appeared first on Wealth Formula.

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41:44

498: What Renewable Energy Looks Like without the...

Wealth Formula by Buck Joffrey ·

2025/03/16

Renewable energy is often discussed in political terms, but here’s a straightforward look at the financial side. In the last decade, solar energy costs have fallen dramatically—by nearly 90% since 2010. In top markets, solar panel costs dropped from about 29 cents per kilowatt-hour to under 3 cents. By contrast, new coal and gas plants […] The post 498: What Renewable Energy Looks Like without the Politics appeared first on Wealth Formula.

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37:50

497: Starting from Scratch as a New High Paid...

Wealth Formula by Buck Joffrey ·

2025/03/09

It’s been some time since we did an Ask Buck show, and I realized last week that I have some unanswered questions in the inbox. The first question I read ended up being kind of a broad one, but it made me really think about how it all started for me. I started this podcast […] The post 497: Starting from Scratch as a New High Paid Professional appeared first on Wealth Formula.

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43:50

496: The Gold Bug Who Got Infected by Bitcoin

Wealth Formula by Buck Joffrey ·

2025/03/02

I really hope you listened to last week’s episode of Wealth Formula Podcast. If you did, it may have convinced you to get some exposure to bitcoin in your portfolio. And if you did that last week, all I have to say is…WELCOME TO CRYPTO! As of this writing, bitcoin is trading at approximately $84,000, […] The post 496: The Gold Bug Who Got Infected by Bitcoin appeared first on Wealth Formula.

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54:09

495: What You MUST Know about Bitcoin in the Era of...

Wealth Formula by Buck Joffrey ·

2025/02/23

To my credit, I was relatively early in my recognition that Bitcoin was for real and that it wasn’t going to zero. It was 2016, and, up to this point, I had the misfortune of hearing only one narrative about Bitcoin—that of Peter Schiff. Peter is a very smart guy and quite convincing if you […] The post 495: What You MUST Know about Bitcoin in the Era of Wall Street and Government Adoption! appeared first on Wealth Formula.

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58:06

494: Wealth Formula Community Members Share Their...

Wealth Formula by Buck Joffrey ·

2025/02/16

Hey everyone, On this week’s Wealth Formula Podcast, I’m talking with members of our very own community who are using Wealth Accelerator and Wealth Formula Banking as part of their personal financial plans. They’re going to share their individual journeys – why they chose Wealth Accelerator/WFB, what challenges they faced along the way, and, most importantly, what kind of […]The post 494: Wealth Formula Community Members Share Their Stories appeared first on Wealth Formula.

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35:32

493: Tax Strategies for High Paid Professionals

Wealth Formula by Buck Joffrey ·

2025/02/09

People have a misconception of what the tax code is. While there are a few pages devoted to telling you when you must pay taxes, the majority of it is about the situations in which you can avoid them. That’s why it’s important to find a competent tax professional. And that’s not as easy as you […] The post 493: Tax Strategies for High Paid Professionals appeared first on Wealth Formula.

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41:20

492: What you Need to Know Today about DeepSeek,...

Wealth Formula by Buck Joffrey ·

2025/02/02

When I started this podcast a decade ago, I was completely focused on real estate. I had some pretty dogmatic views back then and didn’t really consider other investment options. That mindset worked for me. I’ve been a real estate investor since 2010, and while the market’s in a tough spot right now, we did […] The post 492: What you Need to Know Today about DeepSeek, Quantum Computers, and Blockchain appeared first on Wealth Formula.

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40:16

491: Tom Wheelwright – Tax Changes Coming for 2025!

Wealth Formula by Buck Joffrey ·

2025/01/26

For most people, taxes are nothing more than a necessary evil—a burden to be minimized and avoided at all costs. But that mindset might not be the most productive one to take. Consider that the tax code might not just be a drain on your resources but a roadmap to creating wealth. The truth is […]The post 491: Tom Wheelwright – Tax Changes Coming for 2025! appeared first on Wealth Formula.

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40:11

490: Investing Tips with David McKnight

Wealth Formula by Buck Joffrey ·

2025/01/19

Let’s talk about a fundamental difference in the way traditional investors think versus those of us who invest in alternative assets. The traditional investor sees the stock market, bonds, and mutual funds as the safe and stable way to grow wealth over time. And look, stability is not a bad thing. But here’s the problem: […]The post 490: Investing Tips with David McKnight appeared first on Wealth Formula.

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34:46

489: The Humble Investor

Wealth Formula by Buck Joffrey ·

2025/01/12

As intelligent people, we often overcomplicate things? Whether it’s in business, health, or relationships, we’re constantly seeking advice, following trends, and trying to use complex strategies to optimize our results. As you may know, I am deeply entrenched in the longevity space. As a physician and science person, I am fascinated by this stuff. And […] The post 489: The Humble Investor appeared first on Wealth Formula.

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30:08

488: On to 2025

Wealth Formula by Buck Joffrey ·

2025/01/05

Wealth Formula Nation, First and foremost, let me start by wishing you a Happy New Year! It’s 2025, and as we shake off the confetti and champagne from the celebrations, we step into a year full of possibilities—and, let’s be honest, plenty of question marks. Every new year brings its own share of challenges and […]The post 488: On to 2025 appeared first on Wealth Formula.

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36:10

487: Robert Kiyosaki on the State of the Economy

Wealth Formula by Buck Joffrey ·

2024/12/29

Like everyone else, as the new year approaches, I become a bit reflective. I’m not really the kind of guy to have heroes nor do I fawn over celebrities. In fact, there is only one person in the world who I credit with fundamentally changing the course of my adult life: Robert Kiyosaki. I’ve had […] The post 487: Robert Kiyosaki on the State of the Economy appeared first on Wealth Formula.

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Wealth Formula by Buck Joffrey

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