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Artwork for Wealth Formula Podcast

Wealth Formula Podcast

Buck Joffrey
Real Estate
Bitcoin
Inflation
Investment Strategies
Artificial Intelligence
Entrepreneurship
Federal Reserve
Interest Rates
Wealth Management
Estate Planning
Gold
Wealth Accelerator
Investing
Financial Education
Asset Protection
Real Estate Investment
Stock Market
Cryptocurrency
Wealth Formula Banking
Personal Finance

Financial Education and Entrepreneurship for Professionals

PublishesWeeklyEpisodes596Founded13 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Wealth Formula Podcast

Latest Episodes

One of the biggest mistakes investors make is assuming that today's conditions will last forever. When the stock market is soaring, they assume it will continue indefinitely. When it's crashing, they assume the pain has only just begun. Real estate i... more

One of the first lessons you learn as an investor is that the headline is rarely the whole story. The same is often true in history. Take the so-called "October Surprise" of 1980. The theory—which remains debated today—is that members of Ronald Reaga... more

Most investors spend an enormous amount of time thinking about interest rates, inflation, earnings, and the latest AI breakthroughs. But very few stop to think about the one input that makes all of those things possible in the first place: energy. We... more

One of the biggest frustrations I hear from successful professionals, business owners, and investors is simple: "I feel like I'm paying more and more in taxes, but nobody is showing me legitimate ways to reduce them." The reality is that there are nu... more

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Recent Guests

Chris Miller
Founder of One Atlanta Tax Solutions
One Atlanta Tax Solutions
Episode: 565: Tax Strategies for High Earners—And What to Avoid
Joe Prencipe
International M&A and attorney, managing partner of Prencipe International
Prencipe International
Episode: 564: Buying and Selling a Business or Practice
Shellee Howard
College admission strategist and founder of College Ready
College Ready
Episode: 563: What If College Doesn't Have to Cost What You Think?
Victor Menasce
Real estate developer, syndicator, entrepreneur, host of the Real Estate Espresso Podcast and author of Magnetic Capital
Y Street Capital
Episode: 562: The Next Real Estate Boom Is Taking Shape
Rob Chrisman
Mortgage industry veteran, founder of Chrisman Commentary
Chrisman Commentary
Episode: 561: Where Are Mortgage Rates Headed?
Chris Miles
Cash-flow strategist and proponent of Wealth Formula Banking
Wealth Formula Banking
Episode: 560: A Cash Management System That Will Make You Millions
Barry Habib
Founder of MBS Highway and market educator; housing, mortgage finance, rate forecasting
MBS Highway
Episode: 559: Barry Habib: Where the Economy Is Headed—and What Investors Need to Know
Josip Rupena
Founder and CEO of Milo
Milo
Episode: 558: Bitcoin's Rise as Collateral in Traditional Finance
Mark Pierce
Attorney specializing in asset protection, trust, and advanced legal structures
Attorney (Wyomingtrustattorney.com)
Episode: 557: The Legal Structure That Can Make—or Quietly Destroy—Your Wealth

Host

Buck Joffrey
Host of Wealth Formula Podcast; focuses on macroeconomics, investments, and wealth-building; known for interviewing a wide range of expert guests.

Reviews

4.6 out of 5 stars from 439 ratings
  • Awful

    Loses everyone’s money. Avoid him.

    Apple Podcasts
    1
    Willy los
    United States3 months ago
  • Interview with Buck

    Buck is an excellent interviewer who asks thoughtful questions and listens for responses Well worth listening to his show or watching on YouTube

    Apple Podcasts
    5
    Sshef
    United States3 months ago
  • Loses your money

    Look out. Do your due diligence!

    Apple Podcasts
    1
    WWC loser
    United States5 months ago
  • Don’t get “Bucked”

    Every investment I’ve made with Buck has gone to zero. Every single one. He makes money on referrals so be careful!

    Apple Podcasts
    1
    uogecko
    United States5 months ago
  • Do not invest!!!!!!!

    Buck and his relative at velerity group will hammer you with a placement fee on any investment he is promoting and you will never get your money back. Please do not invest your hard earned money with this scammer.

    Apple Podcasts
    1
    08hokie
    United States8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate practical, actionable investing guidance.
High praise for insightful guest lineups and macroeconomic context.
Some critics feel the host can interrupt guests and over-promote products.
A few episodes are seen as promotional or sales-oriented by some listeners.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

557: The Legal Structure That Can Make—or Quietly Destroy—Your Wealth
Q: What are the common ways trusts can unravel, and how can you prevent that?
Unraveling often happens from transferring everything into the trust, co-mingling funds, or failing to allow outside assets to support living expenses; maintaining separate, properly funded assets and distributing income and management fees through separate entities helps protect the structure.
557: The Legal Structure That Can Make—or Quietly Destroy—Your Wealth
Q: Who should consider these trusts, at what level of wealth do they become relevant?
Generally, individuals with $2 million or more outside their homestead and retirement accounts, especially in high-liability professions, should consider asset protection trusts as part of a broader estate and legacy plan.
557: The Legal Structure That Can Make—or Quietly Destroy—Your Wealth
Q: How strong are domestic asset protection trusts, and what risks should people consider?
Domestic asset protection trusts can be strong in many states when properly structured, especially with spendthrift protections and clear distribution rules; however, they require careful funding and avoidance of co-mingling, plus awareness of state-specific limitations and creditor laws.
557: The Legal Structure That Can Make—or Quietly Destroy—Your Wealth
Q: What is the difference between revocable and irrevocable trusts, and when would you use each?
Revocable trusts can be altered or dissolved and mainly help avoid probate, but offer little protection from creditors. Irrevocable trusts once funded typically cannot be revoked, and they provide true asset protection and more favorable tax planning when designed as part of an overall strategy.
557: The Legal Structure That Can Make—or Quietly Destroy—Your Wealth
Q: When you say trust, how should we look at it, break it down for us?
A trust is a contract with a trustee managing assets for beneficiaries; it requires a trustee, a funded trust, and clear terms. Different types—revocable vs irrevocable—have different implications for control and protection, with irrevocable structures offering stronger asset protection and non-grantor tax advantages in the right circumstances.

Audience Metrics

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Frequently Asked Questions About Wealth Formula Podcast

What is Wealth Formula Podcast about and what kind of topics does it cover?

A finance-focused show featuring high-ownership professionals, investors, and academics who discuss macroeconomics, wealth-building strategies, real estate, and alternative investments. Episodes blend practical investing playbooks with big-picture context (monetary policy, inflation, AI disruption) and often include expert guests who provide actionable insights on assets like real estate, gold, crypto, and franchising. Notable is the mix of rigorous economic analysis with real-world tactics, plus occasional product promos tied to wealth-building services. This blend makes it helpful for discerning professionals seeking pragmatic, long-horizon investing guidance and credible expert perspectives outside mainstream media.

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How many episodes of Wealth Formula Podcast are there?

Wealth Formula Podcast launched 13 years ago and published 596 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Wealth Formula Podcast?

Recent guests on Wealth Formula Podcast include:

1. Chris Miller
2. Joe Prencipe
3. Shellee Howard
4. Victor Menasce
5. Rob Chrisman
6. Chris Miles
7. Barry Habib
8. Josip Rupena

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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