Macro Trends, Tax Hacks, and Infinite Banking with Dr. Buck Joffrey

How does a neurosurgeon become a billion-dollar syndicator? In this episode, Dr. Buck Joffrey shares his journey from the operating room to building a multi-billion real estate portfolio. Tune in as he breaks down why he treats investments like a business, the power of cost segregation and bonus depreciation, infinite banking strategies, and his macro outlook on interest rates, inflation, and the dollar. 

Key takeaways to listen for

• A way to build medical practices like businesses
• How to evaluate value-add multifamily and create defensible NOI growth
• Why bonus depreciation often beats 1031 exchanges for tax savings
• Everything you need to know about infinite banking
• What is meant by macro outlook, and why now is the time to buy assets

Resources mentioned in this episode

• 7 Secrets of Eternal Wealth by Buck Joffrey MD | Kindle and Paperback
• Rich Dad's Cashflow Quadrant by Robert T. Kiyosaki | Hardcover and Paperback

Explore Wealth Formula Banking and learn infinite banking strategies to grow and protect your wealth. Check out the Wealth Formula Podcast and investor resources at https://www.wealthformula.com/.

About Dr. Buck Joffrey

Matthew D. Sanchez is the Broker/Owner of MarketPlace Realty, LLC in Denver, Colorado, with over 30 years of real estate experience. Since founding the firm in 1992, he has led it to become a trusted name in residential, commercial, and land transactions across the Denver metro area. Known for his market expertise and client-first approach, Sanchez has built a reputation for integrity and consistent results. Beyond real estate, he’s actively involved in community development, reflecting his commitment to both professional excellence and local impact.

Connect with Dr. Buck

• Website: Wealth Formula
• Podcast: Wealth Formula Podcast | Apple Podcasts and Spotify

  Longevity Roadmap Podcast | Apple Podcasts and Spotify

• Facebook: Wealth Formula 
• X: @BuckJoffrey 
• LinkedIn: Buck Joffrey, MD
• YouTube: Wealth Formula  

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