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Read Transcripts from the Latest Wealth Formula Podcasts

171: Sudden Death, Vintage Ferraris and Wealth Formula Banking!

Buck: Welcome back to the show everyone. Today my guest on Wealth Formula Podcast is Dr. Colleen Crowley. She’s been a licensed therapist for 20 years she’s helped individuals with a wide variety of issues as licensed therapist and she’s based in Santa Barbara here in a good friend of mine and and of our […]

170: How to Deal with Capital Gains Taxes!

Buck: Welcome back to the show everyone today my guest and well formula podcast is Brett Swarts. He is the CEO of Capital Gains Tax Solutions. Capital Gains Tax Solutions helps investors and business owners maximize what they keep in their pocket after some kind of a liquidity event and Brett has expertise in a […]

169: Wealth 2.0: Leverage Your Deductions!

Buck: Welcome back to the show everyone. Today my guest on Wealth Formula Podcast is Jim Sullivan. Jim is the founder and president of Terra Optima which is a consulting firm that serves land owners, family offices and high net worth individuals and making a positive contribution to the sustainability of our world his firm […]

168: Multidimensional Investing with Tom Wheelwright!

Buck: Welcome back to the show everyone. Today my guest on Wealth Formula Podcast well he needs little introduction he’s been on the show a few times before he is a Rich Dad Adviser on taxes to Robert Kiyosaki and his organization and he’s the author of the most thrilling book on taxes you’ll ever […]

167: Are You Ready for an Asset Protection Knife-Fight?

Catch the full episode: https://www.wealthformula.com/podcast/167-are-you-ready-for-an-asset-protection-knife-fight/ Buck: Welcome back to the show everyone today my guest on Wealth Formula Podcast is Doug Lodmell. He is the managing partner of Lodmell and Lodmell PC which is one of the foremost asset protection firms in the country Doug welcome to Wealth Formula Podcast. Doug: Thanks Buck. Happy to […]

166: Should You Invest in Assisted Living Facilities?

Buck: Welcome back to the show everyone. Today my guest on Wealth Formula Podcast is Mr. Loe Hornbuckle. He is the CEO and founder of Sage Oak Assisted Living and Memory Care founded in 2015 and he focuses on or at least Sage Oak focuses on boutique assisted living with five location in a total […]