Wealth Formula Podcast

Buck Joffrey

buck@wealthformula.com

For verified host and producer emails, sign up to view.

Booking Overview

This is an interview-led financial education and entrepreneurship show that mixes solo analysis with external experts in investing, taxation, wealth planning, and business ownership. Agencies could credibly pitch tax attorneys, wealth advisers, investment researchers, M&A specialists, and business acquisition experts with practical expertise for high-income professionals; booking difficulty is medium.

Metrics

Episodes: 595

Frequency: Weekly

Rating: 4.6/5.0

Estimated listeners: 1k-10k

Gender skew: Unknown

Location: USA

YouTube: 119 subscribers

Contact Information

buck@wealthformula.com

For verified host and producer emails, sign up to view.

Host

Buck Joffrey - Physician, investor, entrepreneur, and financial educator focused on helping professionals build and manage wealth.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Established attorneys, tax professionals, wealth advisers, investment researchers, entrepreneurs, and business acquisition or finance specialists with demonstrable expertise serving high-income professionals and business owners.
Required Achievements:  
Specialized professional expertise, Established advisory, investment, or research practice, Practical experience with business ownership, taxation, wealth planning, or acquisitions

Recent Guest Discussions

Joe Prencipe - Business Valuation, Buying And Selling Businesses And Practices, SBA Financing, Seller Financing, Valuation Multiples, Taxes, And Acquisition Deal Structure.

Recent Topics

Wealth Management, Investing, Taxation, Entrepreneurship, Business Acquisitions

Episodes

Here's the recent few episodes on
Wealth Formula Podcast
:

567: Follow the Oil w/ Dr. Anas Alhajji

July 12, 2026

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 Reagan's presidential campaign may have secretly encouraged Iran to delay the release of 52 American hostages until after the election, denying President Jimmy Carter a potential political victory just days before Americans went to the polls. The hosta...

566: The Investment Trend Almost Nobody Is Paying Attention To W/ Doomberg

July 05, 2026

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 tend to assume that energy will always be there when we need it—that supply will simply keep growing as demand increases. History makes it feel inevitable. But it isn't. One of the most fascinating aspects of today's AI revolution is that it isn'...

565: Tax Strategies for High Earners—And What to Avoid

June 28, 2026

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 numerous tax strategies available to high earners. The challenge is separating strategies grounded in well-established tax principles from those that rely heavily on subjective interpretations, aggressive valuations, or structures that may attract u...

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