Podcast Episodes
Back to Search413: 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, 3 months ago
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, 3 months ago
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, 3 months ago
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, 4 months ago
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, 4 months ago
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, 4 months ago
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, 4 months ago
406: Wealth Without Wall Street
When I first started podcasting a decade ago, I was very anti-Wall Street. But what does that even mean? I guess I hadn't really contemplated that. M…
2 years, 5 months ago
405: Another Perspective with the Cash Flow Ninja
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 prost…
2 years, 5 months ago
404: An Update From AHP Servicing With Jorge Newberry
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 persp…
2 years, 5 months ago