Podcast Episodes

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 with the Gipper who I have fond memories of extend…

Published on 1 year, 10 months ago

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 had was about life insurance. I was a newlywed a…

Published on 1 year, 10 months ago

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 how I retired from the practice of surgery about eig…

Published on 1 year, 10 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 messaging you hear especially in the alternative asset pod…

Published on 1 year, 10 months ago

411: Heads I Win Tales 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 take the biggest bets possible all the time and alw…

Published on 1 year, 11 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 my family and was plenty entertained by my three…

Published on 1 year, 11 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 for a while, yes, that was the little girl who di…

Published on 1 year, 11 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 in this space. One of our deals, while not planned…

Published on 1 year, 11 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 at a discount like it’s 2012 and liquidity will com…

Published on 1 year, 11 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.

My show started not long after the financial meltdo…

Published on 2 years ago