Have you heard of the Financial Independence, Retire Early (FIRE) movement? The movement is defined by extreme frugality and extreme savings and investments in hopes of retiring early and living on small withdrawals of accumulated funds. The general rule of thumb is to live on only 30 percent of your income and invest the rest. […]
First of all, if you have not signed up for the next Wealth Formula Meetup, you should do so NOW. This is going to be a very cool event. We are going to do personal finance talks in the morning like we usually do with lessons on taxes, asset protection and real estate. We are also […]
When I was growing up, the Republican Party stood for small government and free trade. Democrats were apparently on the other side of the table. Maybe it is an incorrect generalization, but one thing is for sure…neither party supports real free trade anymore. Why? Well, I think it stems from an overriding trend towards nationalism. […]
We haven’t talked about cryptocurrency much lately. Admittedly, I am like everyone else who gets excited when the markets are going sky-high but quickly loses interest when markets are struggling. However, In times like these, regardless of asset class, it is critically important to stay rational. Let’s take bitcoin as an example. As I write […]
It’s time for another round of “Ask Buck”. This week’s episode includes questions on taxes, multifamily real estate investments and the Wealth Accelerator. Listen HERE!
It’s been a while but this week’s episode of Wealth Formula Podcast is the latest “Ask Buck” episode. As you know, most of the time I interview other people so I don’t get a chance to talk to you directly. These episodes are great for learning. In fact, go back and listen to the last […]
Investing is hard enough without worrying about all the crooked stuff going on out there. When you add that to the picture, it’s a miracle that most of us have actually made money investing. And if you think the nefarious activity is limited to the private space, you would be mistaken. Big money can manipulate […]
According to the SEC, you are an accredited investor if your annual income exceeds $200,000/year ($300,000 if filing jointly) OR you have a net worth of greater than $1 million excluding your personal residence.
If you meet these criteria, congratulations! Check the box and someone will reach out to you within 24 hours to set up a follow up phone call.