Podcast Episodes
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368: Your Bank Probably Owes You Money
When I was a kid, my dad deposited $1,000 for me and my two siblings at a local bank. I'm not exactly sure why he did that, but what I do recall is t…
2 years, 10 months ago
367: Is Buying Gold a Good Idea or Not?
When new listeners of Wealth Formula Podcast tell me they started from the beginning to catch up, I cringe a little bit. It’s not that the original m…
2 years, 11 months ago
366: Book Club: Die with Zero
I used to be a guy who prided myself on being a minimalist. Despite doing pretty well for myself financially, I drove the same 2007 Prius I bought th…
2 years, 11 months ago
365: Crisis=Opportunity for Governments to Seize Control
Government is a funny thing. It is an organization that makes and enforces rules and regulations. The more rules and regulations it makes, the bigger…
2 years, 11 months ago
364: Death Without Taxes
You know the old saying coined by Ben Franklin, "Nothing is certain except death and taxes". Longevity science might eventually prove that death is n…
2 years, 11 months ago
363: Know, Like and Trust is Not Enough
I have been at this alternate investment game since I finished surgical residency in 2009. Luckily, since then my wins have significantly outnumbere…
2 years, 11 months ago
362: Multifamily Real Estate is STILL the Place to Be
I am going to keep this brief because I have a cold and I don't want to subject you to Sudafed altered commentary. This week's Wealth Formula Podcast…
3 years ago
361: The Calm Before the Storm with Harry Dent
The Fed just raised rates another 25 basis points despite global banking instability and investor angst. This wasn't a surprise. Curtailing inflation…
3 years ago
360: Real Estate Update with Jorge Newbery
Oh what a mess this economy is! Helicopter money during Covid and supply chain issues brought on inflation like we haven't seen in decades. To respon…
3 years ago
359: A Tax Update with Tom Wheelwright
If you want to build wealth quickly, you have to learn as much about tax mitigation as you can. Most of these mitigation opportunities are in the wor…
3 years ago