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292: Dave Liu on Using Psychology to Hack Life for Success and Wealth

When you are trying to figure out how to become more successful in life, don’t try to re-recreate the wheel. Success stories aren’t all the same, but they often rhyme. My first two successful businesses were nothing other than me ripping off other successful business models and giving them a twist of my own. I knew the […]

291: A Shot to Save the World: The Story Behind the Covid Vaccine!

It’s been 2 years since Covid-19 first became the major global topic. I must admit, if you told me back then that we’d still be wearing masks and living our lives with Covid-19 precautions every day, I would have never believed you. So much about this period in time is extraordinary. It’s hard to really […]

290: What are the 7 Deadly Economic Sins?

At the core of every individual’s subconscious there is a wealth thermostat. What sets the temperature is a combination of nature and nurture. Once it’s set, it’s difficult to change it. But if you know you have a thermostat, it’s a lot easier to change your mindset. What do I mean by this? Well, think […]

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 changes made to IRC Section 7702, with is the IRS code that dictates how life insurance policies are taxed. Since […]

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 welcome! Those who stayed on the sidelines often felt, for good reason, that cryptocurrency was just a big digital fad and that […]

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!