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517: Do You Need a Side Hustle?

My financial journey started after I accidentally picked up one of Robert Kiyosaki’s books. It was the end of my honeymoon in Puerto Vallarta, and my wife (at the time) and I were waiting for our plane back home. I decided to grab a book from one of the little airport shops, but there weren’t […]

516: Why the Rich Don’t Hoard Cash

There’s no shortage of doom-and-gloom in the podcast world—especially in the gold and silver crowd. You know the type. The ones who spend half their airtime warning you that the dollar is about to collapse, the grid will go down, and that only silver coins will save you. I used to buy into that narrative […]

515: Accelerate Your Wealth AND Protect Your Family

I want to share a story you may have heard before—but it’s worth telling again. When I finished surgical training and joined a practice in 2008, we were in the middle of the Great Recession. But for me, the recession didn’t mean anything. My net worth was below zero. I’d made less than $50K a […]

514: Currency Wars, Capital Flows, and Bitcoin

I know some of you are tired of hearing about Bitcoin and digital currencies. That’s not what this week’s show is about. This week’s podcast conversation is broader—it touches the entire global economy. But…you just can’t talk about macroeconomic trends anymore without talking about digital dollars and Bitcoin. Leaving them out today would be like […]

513: How to Sell Your Business Without Selling Out – The ESOP Strategy

My mission at Wealth Formula Podcast is to provide you with real financial education. You may have heard of something called the Dunning-Kruger curve. In short, when you start learning something new, you know that you don’t know anything. That’s the safe zone. The dangerous part is what I call the red zone—when you’ve learned […]

512: Investing in the Final Frontier – Space

Not long ago, I made the case that it’s not too late to buy Bitcoin—even after it crossed the $100,000 mark. Why? Because the nature of the opportunity has changed. When governments and institutions start stockpiling a finite asset, you’re no longer just betting on price—you’re watching a new system take shape. And interestingly, a […]