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HNW Charitable Strategies that are PROFITABLE



Last week I did an emergency podcast to make sure everyone is aware of an upcoming change related to the whole life policies we use inside of Wealth Formula Banking. It all revolves around recent cha…


Published on 4 years, 1 month ago

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289: Is Bitcoin the Next Layer of Money?



I began talking about cryptocurrency on Wealth Formula Podcast in 2017. Many joined the crypto world after that and have made a significant amount of money. If you are one of those people…you’re welc…


Published on 4 years, 1 month ago

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Urgent Wealth Formula Banking Announcement!



This is a 5 minute update on Wealth Formula Banking changes that are occurring because of current tax legislation. PLEASE LISTEN NOW!


Published on 4 years, 1 month ago

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Urgent Wealth Formula Baking Announcement!



This is a 5 minute update on Wealth Formula Banking changes that are occurring because of current tax legislation. PLEASE LISTEN NOW!

The post Urgent Wealth Formula Baking Announcement! appeared firs…


Published on 4 years, 1 month ago

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288: Dennis Gartman: Inflation, the Fed and Trouble Ahead!



It’s not easy becoming a physician. You have to be at the top of your class in college to get into medical school. Then medical school itself is a pretty big commitment. Of course, I’m one of those c…


Published on 4 years, 2 months ago

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287: Artificial Intelligence, the Robot Revolution and the New World Order!



I am a natural entrepreneur. It’s not something I tried to be. I’m just wired this way.

School does not teach you to be an entrepreneur. However, there is no doubt that certain subjects parallel my t…


Published on 4 years, 2 months ago

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286: Ninja Tax Strategies with Tom Wheelwright!



At our Wealth Formula meetup in Dallas a few weeks ago my CPA, Tom Wheelwright, got up on stage and surprised me.

Tom is a very smart guy. He wrote one of the books that I consider a “must read” for …


Published on 4 years, 2 months ago

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285: Chinese Evergrande and the state of the Global Economy!



Economics is a social science. While science is knowledge and application of existing aspects of the world and applications through physical laws, mathematics and research, social sciences deal with …


Published on 4 years, 2 months ago

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284: Jorge Newbery on the State of the Real Estate Market!



“It’s tough to make predictions, especially about the future.”

-Yogi Berra

The residential real estate market is on fire. No doubt. We are seeing this across the board from single-family homes to mas…


Published on 4 years, 2 months ago

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283: Ask Buck 9/25/21



Personal finance is personal. However, there is a type of conventional financial wisdom that leads us to believe that there is one right way of doing things. 

That becomes very confusing to people…es…


Published on 4 years, 3 months ago





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