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068: Going to California

When I was in high school, I used to BLAST Led Zeppelin on my drive to school. My favorite album was Led Zeppelin IV. My music tastes haven’t changed much since then. In fact, my music repertoire pretty much ends 1992–the year I graduated high school. Even ’92 is a bit late for most of […]

067: Estate and Asset Planning ESSENTIALS with Kevin Day

Several weeks ago, I sent out a “Weekly Wealth Widget” about BASIC estate planning–the stuff you absolutely have to have to protect your family in case you die. I was amazed at the high percentage of people who did not already have this information. That’s downright scary. Listen–no one likes to think about dying much […]

066: G. Edward Griffin and the Institutionalized Theft of Your Money

I have been on a real anti-conventional wisdom kick lately if you haven’t noticed. You see, I think that conventional wisdom in personal finance is a big Wall Street scam! Invest in stocks, bonds, and mutual funds for the long run? Why is that conventional wisdom? Well, who benefits if you continuously dump money into […]

065: Angel Investing with David S. Rose

If you haven’t figured it out yet, I believe strongly that investing is a team sport. Like team sports, it can be fun and rewarding–especially when you win. I talk to investors in Wealth Formula’s Accredited Investor Club all the time and often hear the frustration of those interested in investing outside of the equity […]

064: The Step After Wealthy with Dean Graziosi

As many you know, I will be leaving Chicago in August to move to Santa Barbara, CA. For the last 5 years, my family and I have gone to the same beach house every August. It always ends up being the best couple of weeks of the year. So last year in August, I did […]

063: Investing in Businesses with Victor Menasce

I have a lot of people in Investor Club who lend to flippers. These notes pay pretty well–I hear over 12-15 percent on a regular basis. These investors ask why they would ever invest in anything with less return. It’s a fair question but there is a very good answer. When you lend to people […]