Podcast Episodes
Back to Search403: The Tax Case in the Supreme Court That You Must Know About
You know what drives me crazy? Politicians talking about how rich Americans need to start paying their "fair share". First of all, they aren't really…
2 years, 5 months ago
402: Investing with Benefits: Real Stories from Wealth Formula Nation
As the end of the year approaches, many of us are thinking about ways to mitigate our tax liability for 2023. Unfortunately, this year there is not a…
2 years, 5 months ago
401: Real Estate Market Trends
A lot has happened over the past year in real estate. It goes to show how quickly things can change. Unless you have been living in a cave, you know …
2 years, 5 months ago
400: Trying Not to Run Out of Gas in Your Tesla
When I moved to Montecito a few years ago, I was amazed at how many people didn't seem to work. To be clear, we don't have a homeless problem out her…
2 years, 6 months ago
399: Tax Mitigation Strategies in Real Estate
Episode 399
It's NFL season and I'm still glued to the TV despite my team's rough start and the fact that we lost our starting quarterback for the year. In case …
2 years, 6 months ago
398: There's More to Alts than Real Estate
The world of real estate is kind of a cult. Members of this cult tend to think that pretty much anything outside of real estate is just a waste of mo…
2 years, 6 months ago
397: Prenups and Postnups: Marital Finance 101
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…
2 years, 6 months ago
396: Preparing for 2010
The financial meltdown of 2008-2009 feels like ancient history. And like tragedies that happened long ago, it feel more historical and less emotional…
2 years, 7 months ago
395: Tax Free Wealth and the Zombie Apocalypse
Episode 395
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 th…
2 years, 7 months ago
394: Beyond Real Estate: How to Cash Flow with Stocks
Episode 394
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 pe…
2 years, 7 months ago