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513: How to Sell Your Business Without Selling Out – The ESOP Strategy



My mission at Wealth Formula Podcast is to provide you with real financial education.

You may have heard of something called the Dunning-Kruger curve. In short, when you start learning something new,…


Published on 2 months, 1 week ago

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512: Investing in the Final Frontier – Space



Not long ago, I made the case that it’s not too late to buy Bitcoin—even after it crossed the $100,000 mark. Why? Because the nature of the opportunity has changed. When governments and institutions …


Published on 2 months, 2 weeks ago

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511: Should You Invest in Bitcoin Treasury Companies?



Bitcoin just crossed $100,000, and you’re probably thinking: “I missed it.” And you wouldn’t be alone. That’s how most people feel. They heard about it at $1,000… were told it was a scam at $10,000… …


Published on 2 months, 3 weeks ago

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510: Anthony Pompliano on Trump, Tariffs, Bitcoin, and AI



We’re living through truly extraordinary times—not simply because things are changing, but because of how breathtakingly fast those changes are happening. Take artificial intelligence: it’s no longer…


Published on 3 months ago

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509: What’s in the One Big Beautiful (Tax) Bill?



When I was a young surgeon just coming out of residency and finally started making some money, I had to do something I’d never done before: find someone to do my taxes.

Naturally, I asked around. I w…


Published on 3 months, 1 week ago

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508: The Road to 2030 – Are We Headed for Another Great Depression?



ITR Economics has been predicting a “Great Depression” beginning around 2030. Over the past seven years, I’ve had multiple representatives from their firm on the show, and they’ve never wavered from …


Published on 3 months, 2 weeks ago

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507: How to Sell Your Business or Practice



The Wealth Formula Community is filled with high-paid professionals and small business owners—I’m one of them.

Most of us are so focused on making a living that we rarely think about the day we might…


Published on 3 months, 3 weeks ago

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506: Mortgages and Reverse Mortgages with Wade Pfau



Wealth Formula Network, our online mastermind group, is where we dive into the financial questions that keep us up at night, and one debate that keeps coming up is whether to pay off your mortgage. I…


Published on 3 months, 4 weeks ago

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505: Andy Tanner on Cash Flowing Stocks for Double Digit Returns



I used to scoff at Wall Street, believing the stock market was the last place to build real, life-changing wealth. I leaned exclusively on real estate, private businesses—even Bitcoin—to grow my net …


Published on 4 months ago

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504: Maximizing Profits by Paying Less Tax: Deferred Sales Trusts



The last couple of weeks, we’ve been deep in the world of buying businesses. But what happens when it’s time to cash out? Maybe you’re ready to sell your business, that investment property you’ve man…


Published on 4 months, 1 week ago





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