Podcast Episodes
Back to Search435: News of the Week 06/05/24
Market Updates:
Economic data since last week’s update: Core PCE Price Index rose 0.2% in April, in line with expectations Job openings decreased in April, indicating a cooling labor market Equit…Published on 1 year, 6 months ago
434: Another Perspective on Asset Protection
This week’s episode on Wealth Formula Podcast is a primer on asset protection.
One of the things that I learned a few years back is that asset protection and estate planning are not one and the same.…
Published on 1 year, 6 months ago
433: News of the Week 05/29/24
The upcoming wealth transfer from Baby Boomers to younger generations is a significant and unprecedented event in history, often referred to as the “Great Wealth Transfer.” Research indicates that ab…
Published on 1 year, 7 months ago
432: Wealth Transfer to Gen Z: A Generation that Thinks Differently
The Baby Boomer generation (born 1946-1964) was historically the largest, peaking at around 78.8 million in 1999 when they were in their prime working years. However, the current Baby Boomer populati…
Published on 1 year, 7 months ago
431: Wealth Formula Banking Webinar Replay
Buck Joffrey is joined by Rod Zabriskie and colleagues of Wealth Formula Banking to discuss this powerful financial tool that leverages your savings to invest the same money at two places at the same…
Published on 1 year, 7 months ago
430: Velerity Wealth Update 05/22/24
Takeaways
Tax policies can have a significant impact on businesses and individuals, and it’s important to plan and adapt accordingly. The depletion of social security funds is a concern, and solutio…Published on 1 year, 7 months ago
429: Taxocracy
Tom Wheelwright, my friend and author of Tax-Free Wealth, describes the US tax code simply as a series of government-sponsored incentives. As someone who hates paying taxes, this fact has made me ext…
Published on 1 year, 7 months ago
428: Velerity Wealth Update 5/15/24
My key takeaway from our guest (Ryan Bourne from the Cato Institute) on this week’s episode is that policy mistakes that adversely impact the free markets happen for a variety of reasons:
Misread of d…
Published on 1 year, 7 months ago
427: A Libertarian Perspective on the Market Economy
I have frequently described myself as most aligned with libertarian thought when it comes to my own politics. In terms of the economy, libertarians believe in the concept of a free market.
Libertaria…
Published on 1 year, 7 months ago
426: Velerity Wealth Update 5/8/24
Regarding the recent Podcast:
US debt fears overblown US debt is high, but not unsustainably so (compared to global economies)A more relevant concern may be focused on the appetite or ability of i…
Published on 1 year, 7 months ago