Podcast Episodes

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 prostate cancer and was the legacy of Charlie Huggins, …

Published on 2 years 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 perspective on real estate and the debt market.

Published on 2 years ago

403: 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 taking about the rich. They are talking about you…

Published on 2 years ago

Investing with Benefits: Real Stories from Wealth Formula Nation

Episode 402

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 whole lot in terms of options.

The IRS has clampe…

Published on 2 years ago

Real Estate Market Trends

Season 401

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 that interest rates went way up really quickly. Wh…

Published on 2 years, 1 month ago

Trying Not to Run Out of Gas in Your Tesla

Episode 400

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 here. We just have a lot of people who own businesses…

Published on 2 years, 1 month ago

399: Tax Mitigation Strategies in Real Estate

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 you don’t know, my team is the Minnesota Vikings a…

Published on 2 years, 1 month ago

398: There’s More to Alts than Real Estate

Episode 398

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 money.

I used to subscribe to this religion. And, fo…

Published on 2 years, 1 month ago

398: There’s More to Alts than Real Estate

Episode 398

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 money.

I used to subscribe to this religion. And, f…

Published on 2 years, 1 month ago

397: Prenups and Postnups: Marital Finance 101

Episode 397

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 up in divorce. I was lucky in that I had an amica…

Published on 2 years, 2 months ago