504: Maximizing Profits by Paying Less Tax: Deferred Sales Trusts

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The last couple of weeks, we’ve been deep in the world of buying businesses. But what happens when it’s time to cash out? Maybe you’re ready to sell your business, that investment property you’ve managed for years, or another major asset you’ve poured your energy into. If you’re like most people, the thrill of a […]

494: Wealth Formula Community Members Share Their Stories

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Hey everyone, On this week’s Wealth Formula Podcast, I’m talking with members of our very own community who are using Wealth Accelerator and Wealth Formula Banking as part of their personal financial plans. They’re going to share their individual journeys – why they chose Wealth Accelerator/WFB, what challenges they faced along the way, and, most importantly, what kind of […]

490: Investing Tips with David McKnight

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Let’s talk about a fundamental difference in the way traditional investors think versus those of us who invest in alternative assets. The traditional investor sees the stock market, bonds, and mutual funds as the safe and stable way to grow wealth over time. And look, stability is not a bad thing. But here’s the problem: […]

482: Tax Changes in the Trump Administration!

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I hope you had a great Thanksgiving! I am thankful for you and your support. I’ve been doing this podcast for over a decade, and I can’t tell you how much it means to me that you’ve supported my efforts through both good times and bad. That’s the nature of a show that has been […]

469: How the Wealthy Engineer Wealth

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This week’s podcast will feature a highly requested replay of the webinar hosted by Rod Zabrieski on a concept we call the Wealth Accelerator. Now, you’ve probably heard Investment Advisors say there’s no value in permanent life insurance, often suggesting: “buy term and invest the difference.” But why do they say that? Is it really in your best […]

463: Everything You Need to Know about Asset Protection in 30 Minutes

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One of the rude awakenings I’ve had about the legal system in our country is that its not really about who is right or wrong. It’s about risk mitigation. In my former life as a practicing surgeon, I saw this in the form of malpractice law suits. Experienced surgeons will tell you that if you […]

Basic Financial Education Bootcamp Lesson #1: What’s Your Financial Plan?

Over the next couple of weeks, I will be posting a series of articles intended to get everyone caught up on basic financial education. I know from personal experience that highly intelligent individuals with highly specialized skills can know pretty much nothing when it comes to money. Doctors, lawyers, dentists…pretty much anyone who goes to […]