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416: Artificial Intelligence: The Mother of All Technologies

In the latest surge of technological evolution, one titan stands out, reshaping our landscape with the silent swiftness of a revolution: Artificial I…

2 years, 1 month ago

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415: Tax and Return: Judge Glock

"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 …

2 years, 1 month ago

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414: The Safest Double Digit Returning Investment in History?

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…

2 years, 1 month ago

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413: Social Security Scams and "Retirement" Planning

Retirement means "ceasing to work". In my case, retirement will describe me when I've died. I understand retiring from a particular activity. Like ho…

2 years, 1 month ago

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412: Dual Citizenship: Plan B?

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 messagin…

2 years, 2 months ago

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

The challenge with investing is that you can do everything right and still lose. Unfortunately its supposed to be that way otherwise everyone would t…

2 years, 2 months ago

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

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…

2 years, 2 months ago

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

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…

2 years, 2 months ago

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408: Boring is Good: The Case for Self Storage

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 …

2 years, 2 months ago

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407: New Year, New Business?

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 a…

2 years, 3 months ago

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