PODCAST

Wealth Formula by Buck Joffrey

Buck Joffrey

Financial Education and Entrepreneurship for Professionals

business investing

All Episodes

42:03

184: Should You Pay Off Your Mortgage?

Wealth Formula by Buck Joffrey ·

2019/11/10

A simple question can have so much complexity around it. Here’s one I get all the time: “Should I pay off my house?”. Conventional wisdom says this is a no brainer. Look at all the financial gurus out there like Dave Ramsey and Suzi Orman—they all think you ought to be paying off your mortgage. […] The post 184: Should You Pay Off Your Mortgage? appeared first on Wealth Formula.

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23:43

Bonus Episode: Cost Segregation and Bonus Depreciation!

Wealth Formula by Buck Joffrey ·

2019/11/09

With the end up the year coming up, my mind is focused on what I can do to mitigate my tax burden. We’ve done multiple investor club webinars on different strategies already this year within investor club. However, my favorite strategy to minimize my tax liability is to maximize depreciation. As it turns out, I have […] The post Bonus Episode: Cost Segregation and Bonus Depreciation! appeared first on Wealth Formula.

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39:46

183: Investing in Collectible Cars!

Wealth Formula by Buck Joffrey ·

2019/11/03

By now, you know my paradox. The more I invest in real estate, the less I pay in taxes because of my real estate professional designation. It could be worse. I could not have the designation and not be able to apply passive losses to all sources of my income! It’s a good problem to […] The post 183: Investing in Collectible Cars! appeared first on Wealth Formula.

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43:23

182: Charitable Giving for Profit and Gain!

Wealth Formula by Buck Joffrey ·

2019/10/27

If you read the title of this email and felt a little weird about it, I think that’s pretty normal. It was intended to get a reaction out of everyone. For those who believe in giving for the purpose of being a good person, it might disgust you to think of adulterating your good deeds. […] The post 182: Charitable Giving for Profit and Gain! appeared first on Wealth Formula.

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46:47

181: Changing Your Wealth Mindset with David Phelps

Wealth Formula by Buck Joffrey ·

2019/10/20

Where are you today? Where do you want to be? Based on what you are doing right now, is there any chance that you are going to get there? Those are questions that I ask myself frequently—especially when I feel like I’m in a rut. Why is it important? Well, for those of us who […] The post 181: Changing Your Wealth Mindset with David Phelps appeared first on Wealth Formula.

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42:30

180: Is Venture Capital Right for You?

Wealth Formula by Buck Joffrey ·

2019/10/13

I’m a doctor, but Wealth Formula is not a doctor podcast. Sure, probably 30-40 percent of my Accredited Investor Club is made up of physicians and dentists, but that just happens to be the byproduct of my own professional past. People with common background tend to flock together I guess. That’s fine with me. I […] The post 180: Is Venture Capital Right for You? appeared first on Wealth Formula.

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45:39

179: Buy, Borrow and Die: Bitcoin Style

Wealth Formula by Buck Joffrey ·

2019/10/06

I am in a financial position that may seem somewhat unusual to you. You see, the IRS rewards me for my real estate investments by taxing me less. If, on the other hand, I keep my income in the bank, or invest it in traditional equities or bonds, the IRS shows me no mercy! Admittedly […] The post 179: Buy, Borrow and Die: Bitcoin Style appeared first on Wealth Formula.

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178: Fixed Income for Dummies!

Wealth Formula by Buck Joffrey ·

2019/09/29

Have you heard of the 4 percent rule? I’m guessing you have as it seems to be some magical number espoused by traditional financial advisors and bloggers alike. The idea is that you should safely be able to withdraw 4 percent of your portfolio to live on for retirement. Theoretically the 4 percent is based […] The post 178: Fixed Income for Dummies! appeared first on Wealth Formula.

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51:55

177: Agricultural Investing in Paraguay?

Wealth Formula by Buck Joffrey ·

2019/09/22

I am a simple guy. When I bowl, I throw the ball right down the middle of the lane. I couldn’t put any spin on it if I tried. My thinking is equally simple. In order for me to understand things, I have to break them down into smaller, easier to digest bites or I […] The post 177: Agricultural Investing in Paraguay? appeared first on Wealth Formula.

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43:18

176: Should You Invest in Multifamily Real Estate NOW?

Wealth Formula by Buck Joffrey ·

2019/09/15

There is clearly fear in the heart of investors in the equity markets and real estate alike as talk of trade wars and recessions abound. Meanwhile, I’m investing more in multifamily real estate this year than I ever have. In fact, I’m investing my 80 year old dad’s money in the same offerings—the opportunities everyone […] The post 176: Should You Invest in Multifamily Real Estate NOW? appeared first on Wealth Formula.

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52:46

175: Cryptocurrency and Asymmetric Risk with Teeka...

Wealth Formula by Buck Joffrey ·

2019/09/08

Up to 10 percent of my liquid assets are in very risky stuff—specifically digital assets and startups. A lot of people people think I am being irresponsible—particularly because I have a captive audience with whom I have influence. Now if I was shooting at the hip and telling you to put all your money in […] The post 175: Cryptocurrency and Asymmetric Risk with Teeka Tiwari appeared first on Wealth Formula.

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40:21

174: How to Invest in Fine Art with Beer Money!

Wealth Formula by Buck Joffrey ·

2019/09/01

Last week I was in Monterrey for car week. While I still drive my Toyota Prius from 2008 that I purchased during my final surgical residency year, I have an appreciation for vintage Italian cars so I attended the annual Concorso Italiano. Those old Ferrari’s are beautiful! There was a particularly stunning silver 1973 Ferrari […] The post 174: How to Invest in Fine Art with Beer Money! appeared first on Wealth Formula.

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54:34

173: What Worked During the Great Depression?

Wealth Formula by Buck Joffrey ·

2019/08/25

With the rocky stock market and concern for recession in the air, it is always interesting to go back and reflect on investing behaviors over time. These days, when people are frightened, they don’t invest. Instead, they keep all of their money in the bank. Why? Well, you’ve probably never witnessed a bank failure and […] The post 173: What Worked During the Great Depression? appeared first on Wealth Formula.

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46:55

172: Ask Buck

Wealth Formula by Buck Joffrey ·

2019/08/18

A while back, I had a guy on the show who had created an entire business focused on the creation of new Udemy content. Udemy is an app that allows anyone to make a course and publish it for others to buy. Courses are peer reviewed so you get a pretty good idea of what […] The post 172: Ask Buck appeared first on Wealth Formula.

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51:31

171: Sudden Death, Vintage Ferraris and Wealth...

Wealth Formula by Buck Joffrey ·

2019/08/11

Everything was fine until I got up from that recliner and walked down the stairs of my parents home to call it a night. Suddenly something seemed very wrong. It was like I was in a dream. I could not keep a thought and my whole body started to feel very heavy. I made it […] The post 171: Sudden Death, Vintage Ferraris and Wealth Formula Banking! appeared first on Wealth Formula.

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59:18

170: How to Deal with Capital Gains Taxes!

Wealth Formula by Buck Joffrey ·

2019/08/04

Is this market hot? Are real estate and equity prices too high? Invariably you are hearing this left and right these days. In fact, I can honestly say that I have been hearing that for at least the last three or four years. My initial response to the impending zombie apocalypse was to stop deploying […] The post 170: How to Deal with Capital Gains Taxes! appeared first on Wealth Formula.

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56:29

169: Wealth 2.0: Leverage Your Deductions!

Wealth Formula by Buck Joffrey ·

2019/07/28

At a recent investor conference in Tenafly, NJ, I spoke on the topic of what I call Wealth 2.0. This is my preferred paradigm for investing that can be simplified into the the following equation: Wealth=Leverage(Mass X Velocity) Mass is simply the amount of money that is actually deployed into investments. After all, it doesn’t […] The post 169: Wealth 2.0: Leverage Your Deductions! appeared first on Wealth Formula.

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47:20

168: Multidimensional Investing with Tom Wheelwright!

Wealth Formula by Buck Joffrey ·

2019/07/21

Learning is an electrical function of the brain. When we first start learning something, our brains start developing connections to integrate that information. Over a period of time, those electrical connections become stronger and stronger giving the perception of something becoming second nature. It isn’t until a basic function becomes second nature that you can […] The post 168: Multidimensional Investing with Tom Wheelwright! appeared first on Wealth Formula.

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1:05:09

167: Are You Ready for an Asset Protection Knife-Fight?

Wealth Formula by Buck Joffrey ·

2019/07/14

If you can’t explain it, you don’t understand it. Remember that the next time you look across the table at a financial advisor type and feel confused. Ask yourself if you could explain what you were just told to someone else with some level of confidence. If not, start asking questions because the advisor will […] The post 167: Are You Ready for an Asset Protection Knife-Fight? appeared first on Wealth Formula.

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53:14

166: Should You Invest in Assisted Living Facilities?

Wealth Formula by Buck Joffrey ·

2019/07/07

Let me tell you about another one of my failures. A few years ago, I was listening to a well known podcast and I heard about this concept of turning single family houses into elderly care facilities. The idea sounded pretty compelling so I decided to go to the “course” in Phoenix. In fact, I […] The post 166: Should You Invest in Assisted Living Facilities? appeared first on Wealth Formula.

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Wealth Formula by Buck Joffrey

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