Listen to the Latest Wealth Formula Podcasts

For most high-income professionals, the path to financial success seems straightforward: work hard, earn a great income, save diligently, and invest wisely. The problem is that even the highest-paying jobs have two significant limitations. First, much of what you earn is exposed to taxation. While there are certainly strategies to reduce your tax burden, there […]

For those of us with kids, summer marks another milestone. School is out, graduation season is here, and for many families, college is right around the corner. My oldest daughter will be a senior this fall, which means our family is now officially entering the college application process. Like many parents, I’ve been looking at […]

Some of the best real estate investments in history were made when the headlines were overwhelmingly negative. When financing dries up, lenders become restrictive, sellers become motivated, and uncertainty keeps many investors on the sidelines, opportunities begin to emerge for those willing to look beyond today’s fear. That is precisely where we find ourselves today. […]

Watch on YouTube: A couple of weeks ago, I had Barry Habib on the podcast talking about where he believes interest rates and the economy may be headed over the next several years. Barry has been one of the more accurate voices in housing and mortgage finance during a period when many economists and market […]

Watch on YouTube: Listen on Spotify: This week’s episode of Wealth Formula Podcast is a little different. What you’re about to hear is actually a webinar I recently did with Chris Miles on a topic I’ve discussed on and off over the years called Wealth Formula Banking. Why play this on the podcast? Because I […]

Watch on YouTube: The stock market is sitting at or near all-time highs again. And what happens? People rush in. It’s called FEAR OF MISSING OUT. Now compare that to what’s happening in real estate. In many markets—especially multifamily—we’ve seen 30–40% price corrections from just 3–4 years ago. Our investor club has been buying, but […]