413 episodes

Financial Education and Entrepreneurship for Professionals

Wealth Formula by Buck Joffrey Buck Joffrey

    • Business

Financial Education and Entrepreneurship for Professionals

    424: Richard Duncan: U.S. Strong China in Trouble

    424: Richard Duncan: U.S. Strong China in Trouble

    I have been asked by many to give my opinion on where the economy is headed and what to do. I have been reluctant to do so because I am not an economist and I do not want to give investment advice. However, I do think I owe it to you to let you know […]

    • 1 hr 1 min
    423: Campbell Harvey Says the Fed is WRONG on Inflation and Interest Rates

    423: Campbell Harvey Says the Fed is WRONG on Inflation and Interest Rates

    Even really smart people are wrong on a regular basis. I see this all the time in health and longevity-related issues on my other podcast, Sapio with Buck Joffrey. In case you are wondering…yes, I have become one of those middle-aged California guys trying to stay young at all costs. Not easy. But, I have […]

    • 39 min
    422: Avoiding Ponzi Schemes and Bad Actors

    422: Avoiding Ponzi Schemes and Bad Actors

    The notion of moving wealth away from Wall Street into the hands of small private operators sounds great. However, it’s important to acknowledge some of the challenges of navigating these waters; challenges that many have witnessed first-hand in the podcast ecosystem over the past two years. First and foremost, let’s talk about vetting. Investing is […]

    • 44 min
    421: Turn Your Empty Space into a Self-Storage Business

    421: Turn Your Empty Space into a Self-Storage Business

    As soon as I finished training, I opened up a cosmetic surgery business. When I say business, I mean a business not practice. From day one, it was my intention to create a brand that I could hand off or sell someday rather than to create a job for myself. I was also focused on […]

    • 36 min
    420: Realtors Make Legal Settlement: Changes Made to What YOU Pay!

    420: Realtors Make Legal Settlement: Changes Made to What YOU Pay!

    The cost of real estate transactions affects everyone regardless of whether you invest in real estate or not. Why? Because the cost of the transaction will ultimately be included in the price of the real estate. One of the biggest costs in a real estate transaction is the commission paid by the seller. In the […]

    • 35 min
    419: The Ins and Outs of ATM Investing

    419: The Ins and Outs of ATM Investing

    Last week I sent an update on the WF Velocity ATM Fund which currently has a live tranche. The email I sent, for reference, is below. The email prompted a number of questions that I answered and also thought it would be useful for my partner, Daryl Heller, who is also the majority owner of the […]

    • 35 min

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