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386: Back to School: Estate Planning



Return to Personal Finance: Estate Planning Do You Need a Will? Is the Estate Tax Stupid? Avoiding the Estate Tax


Published on 2 years, 3 months ago

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385: Should you buy Silver?



Those of you who have been listening to me for a while know that I am not really a precious metals guy.

I know the arguments and I respect them. Gold has held its price over an unprecedented amount o…


Published on 2 years, 3 months ago

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384: High Mortgage Rates Does Not Equal Housing Crash



I live in Montecito, CA. It’s a small beach town of about 5 thousand people at the southernmost part of Santa Barbara.

I moved here from Chicago in 2017 and started living here as a renter. One thing…


Published on 2 years, 4 months ago

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383: Back To School: Asset Protection



I don’t know about you but my kids are about to head back to school. In this spirit of that, I thought it might be nice for us to get back to basics as well.

For the next few weeks, I will be releasi…


Published on 2 years, 4 months ago

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382: Should You Consider Buying a Franchise?



I have a medical degree and am a former board-certified surgeon. Yet that is not my identity.

My identity is that of an entrepreneur and investor. This is an identify for which I did not go to school…


Published on 2 years, 4 months ago

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381: Clean Energy Solves Only Part of the Problem



It turns out that the conversation about getting out of fossil fuels and into green energy is a lot more complicated than just energy.

Of course “black gold” has literally fueled our society into its…


Published on 2 years, 4 months ago

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380: Investing Through the Eyes of a Fighter Pilot



It has been a tough year for real investors. Inflation and interest rates have created distress and uncertainty.

But let me remind you of a few things. Investing isn’t for the faint-hearted. EVERYONE…


Published on 2 years, 4 months ago

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379: Do Human Cycles Drive Economic Cycles?



I was in high school when the Berlin Wall came down. The ensuing decade was really like no other I have experienced in my life.

It was the 1990s. There was no more cold war. Decades of fear of nuclea…


Published on 2 years, 5 months ago

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Bonus Episode: Breakthrough in Early Cancer Detection?



0:00:00 – Advancements in Cancer Detection Technology 0:00:35 – GRAIL Galleri test 0:02:11 – About Dr. Josh Ofman 0:05:14 – Cancer really is a disease of the genome 0:12:35 – Various guidelines for…


Published on 2 years, 5 months ago

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378: Forcing Schools to Teach Financial Literacy



Why is financial education not part of our school system?

To understand that, you have to understand where our school system came from. Our educational system started during the industrial revolution…


Published on 2 years, 5 months ago





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