Receive Exclusive Financial Content Every Week!      Sign Me Up

199.5: Private Investments, Ponzi Schemes, and Fraudcasters

* In case you are wondering—I didn’t get a chance to finish episode 200 yet so we are going to call this one episode 199.5! One of the great things about Wealth Formula Network is having a community where people can share what they know including who to stay away from. For example, through our […]

199: How to Acquire the Ultimate Asset: Happiness

“Be careful what you wish for, lest it come true!” The origin of this saying is Aesop’s Fables (circa 260 BC), not a modern country singer as some might think. Either way, it is a powerful statement when it comes to financial wealth.  You see, I talk to hard working, high paid professionals every day […]

198: When Is That Depression Coming Anyway?

Yogi Berra once said, “It’s tough to make predictions, especially about the future.” He was a wise man. No wonder they named a cartoon character after him. The problem is that everything we do in finance ultimately relies on some kind of belief of how the future will play out. As a result, we often […]

197: Good Deals, Bad Timing, and a Retirement Account Update!

If you are part of our Wealth Formula Investor Club you know that we do a lot of multifamily real estate. In fact, 95 percent of what we do is working class, value-add multifamily real estate with the same two operators. Some of you have invested literally millions of dollars into these deals. I’ve got […]

196: Russell Gray on Life After Loss

I don’t really like basketball and have never watched a full game in my life. Despite that, I knew who Kobe Bryant was and was shocked by the news of the tragic accident that took his and his daughter’s life. His passing actually reminded me very much of Princess Diana dying in a car crash […]

195: Wealth Secret #1: Know, Like and Trust!

People send me real estate deals to look at all the time trying to get an opinion on whether or not they should invest. Usually it’s some glossy executive summary showing nice pictures and impressive proforma numbers. “What do you think?”, they ask. My answer is pretty much always the same. “I don’t know these […]