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Episode 106-Wealth Formula

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Startup Nation, Meet:
Buck Joffrey, MD

Buck Joffrey, MD, is a surgeon turned serial entrepreneur, asset manager, and podcaster.

Dr. Joffrey finished his surgical training in 2008. Since then, he has started multiple seven- and eight-figure businesses and has amassed a substantial portfolio of investments in the real estate, energy, internet, and health sectors.

Dr. Joffrey is also a financial educator. He is the host of the Wealth Formula Podcast and international #1 best selling author of 7 Secrets of Eternal Wealth. His mission is to provide financial education for
high paid professionals.

Show Notes:

-Two tiers of investing strategies

(a) one for ultra-wealthy

(b) one for everyone else

-Why conventional financial wisdom is wrong

-What is the mathematical wealth formula

Resources & Giveaways
  1. What is Profit First?

  2. Core Principles of Profit First

  3. The bank accounts…

  4. Why is Profit First a Mindset Shift

  5. Solo vs. Group Practices

  1. Define your goals for press and publicity

  2. Understand your audience – both your clients and your online followers

  3. Get your online presence “PR ready” (i.e. what comes up when someone googles you – make sure this is press ready)

  • Cashflow Quadrant & Rich Dad Poor Dad – Robert Kiyosaki

Guest's Contact Info:

When it comes to keeping your practice organized, you want software that’s not only simple, but the best. We recommend TherapyNotes.

Their platform lets you manage notes, claims, scheduling, and more. Plus, they offer amazing, unlimited phone and email support, so when you have a question they are there to help. Get two free months of TherapyNotes today, just use the promo code PPS when you sign up for a free trial at

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Meet Your Co-Hosts:

What’s up #StartupNation!?! We’re so excited you’re here. In case you’re new to our community, I’m Dr. Kate Campbell, LMFT (on the right) and my business partner aka “BP” Katie Lemieux, LMFT is on the left.


We both built our thriving, 6-figure full-fee private practices from the ground up and love inspiring ambitious mental health professionals across the globe to brand themselves and grow their dream private practice!

We have a blast co-hosting the podcast! We look forward to inspiring you from startup to mastery!

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