The Practical Wealth Show: Recent Episodes
Curtis May
The Practical Wealth Podcast is for people who want to take control of their finances today. Curtis May is part of the Prosperity Economics movement and is dedicated to breaking down each client’s unique financial situation so they can rebuild it to fit their ideal lifestyle.
In this value-packed episode of The Practical Wealth Show, Curtis May interviews Dr. Darnyelle Jervey Harmon, 8-figure CEO of Incredible One Enterprises and creator of the Move to Millions® Method.
She’s been broke, bankrupt, and stuck—just like many entrepreneurs. Today, her company ranks on the Inc. 5000 list and teaches others how to scale with grace, ease, and alignment.
Highlights
In this episode, you’ll learn:
- Why most entrepreneurs never break past 6 figures
- The 3 mindset shifts that unlock 7-figure growth
- The systems and habits that create scalable wealth
- How to shift from service provider to Million-Dollar CEO
What to do if you didn’t come from money—but want to leave a legacy
🎧 Listen now and learn how to break through the income ceiling—for good.
👉 Want help creating your financial breakthrough? Book your Game Plan Session: https://link.agent-crm.com/widget/bookings/pwa_initialstrategysession
👉 Learn more about Dr. Darnyelle: https://www.incredibleoneenterprises.com
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Connect with Dr. Darnyelle Jervey Harmon
- https://www.drdarnyelle.com/podcast
- Personal Website: https://www.drdarnyelle.com
- Company Website: https://www.incredibleoneenterprises.com
- Facebook: http://www.facebook.com/darnyellejerveyharmon
- Facebook Group: http://www.movetomillionsgroup.com
- Instagram: http://www.instagram.com/darnyellejerveyharmon
- Instagram: https://www.instagram.com/teamincredibleone/
- Linked In: http://www.linkedin.com/in/darnyelejerveyharmon
- Move To Millions Book: movetomillionsbook.com
- Interview Bundle (free): https://www.movetomillionsgifts.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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- Click here to subscribe with RSS
In this episode, Curtis May sits down with Chris Prefontaine—author, educator, and the mind behind Smart Real Estate Coach—to discuss how creative real estate strategies are helping investors thrive in 2025.
Highlights
- How to buy real estate without using your own cash, credit, or dealing with banks
- Why the current market is ideal for lease-purchase and seller-financing deals
- The #1 mistake new investors make when trying to do creative deals
- What’s working now for Chris’s students and how they’re closing deals in weeks, not years
- Why “Real Estate on Your Terms” might be your safest path to income and financial freedom in 2025
If you’re tired of being locked out of traditional investing or looking for an edge in today’s economy, this episode is a must-listen.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Connect with Chris Prefontaine
- https://smartrealestatecoach.com/
- Real Estate On Your Terms and Deal Structure Overtime: https://wickedsmartbooks.com/podcast
- FREE Master’s Class: http://smartrealestatecoach.com/masterspodcast
- FREE Strategy Session with Chris: http://smartrealestatecoach.com/actionpodcast
Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this episode, I sit down with Joe Pantozzi to expose how the financial system is designed to favor the banks—and how even smart, hardworking people often end up playing by rules that were never meant to help them win.
We dive into the hidden costs of toxic debt, the illusion of “good credit,” and the subtle traps that drain your wealth without you realizing it. This conversation is all about clarity—so you can stop leaking money and start taking control.
I also share how truly successful investors think differently, and why the smartest thing you can do right now may be to completely reorder your financial priorities.
If you're serious about making your money work harder for you and your family, this episode is a game-changer.
Highlights
- How to recognize and dismantle wealth transfer systems [01:18]
- The truth about how Visa and MasterCard generate billions [05:13]
- Why now is the perfect time to rethink your financial strategy [07:21]
- The real question: Is it really about rate of return? [10:04]
- How to identify and eliminate toxic debt [14:59]
- Are you forcing new ideas into outdated financial beliefs? [16:12]
- How to turn financial obstacles into long-term opportunity [19:54]
- The steps to build a foundation that never moves backwards [22:05]
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Connect with Joe Pantozzi
- joe@alphaomegawealth.com
- https://www.linkedin.com/in/joe-pantozzi-941a073/
- https://alphaomegawealth.com/
Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this action-packed episode of The Practical Wealth Show, Curtis May sits down with Jason Brown—stock market coach, options trader, and founder of The Brown Report—to break down how everyday people can build real wealth in just five years using simple, strategic investing principles. From losing his first investment to turning a $10,000 student loan into six figures, Jason shares how he built financial independence through options trading and a millionaire mindset. Whether you're brand new to investing or looking to level up, this episode gives you the tools and clarity to take your next step. What You’ll Learn in This Episode: How Jason went from broke in Detroit to building six- and seven-figure accounts What the "Three C’s of Success" are—and why you need them How to use options trading to grow wealth without needing tons of capital How to protect your investments with nontraditional diversification Why mindset is more important than money Real talk on building wealth faster than traditional retirement timelines Guest Bio: Jason Brown is a seasoned stock market coach and founder of The Brown Report. He specializes in teaching options trading to help everyday investors build wealth fast and safely. He’s the author of Five-Year Millionaire, which provides a clear roadmap to turning a few thousand dollars into $1 million in under five years.
Guest’s Info Jason Brown is a seasoned stock market coach and founder of The Brown Report. He specializes in teaching options trading to help everyday investors build wealth fast and safely. He’s the author of Five-Year Millionaire, which provides a clear roadmap to turning a few thousand dollars into $1 million in under five years.
Highlights
- Path to a million dollars from stock trading.
- Hope and prayer is not a financial strategy.
- Investing is about becoming, not just buying.
- Rebuilding after losing a quarter million dollars.
- Making a million vs. Becoming a millionaire.
- Importance of mindset over tactics in investing.
- Five-Year Millionaire: The journey to $1.2 million.
- Learning stock charts and timing the market.
- Simplified explanation of options trading.
- Car insurance as a put option analogy.
- Non-traditional diversification strategies.
- Importance of generational financial knowledge.
- Passing down generational knowledge over wealth.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Connect with Jason Brown
- https://thebrownreport.com/
- https://www.facebook.com/TheBrow
- https://www.tiktok.com/@brownreport
- https://www.linkedin.com/in/jasonbrown1124/
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this powerful episode of The Practical Wealth Show, Curtis May sits down with renowned financial educator and best-selling author Kim Butler to discuss how to break free from financial fear and false money narratives. Drawing from her groundbreaking books, Busting the Scarcity Mindset and Busting the Budgeting Lies, Kim shares how to shift from a scarcity-based approach to one rooted in prosperity, abundance, and principle-based planning.
Highlights
- The 7 Prosperity Principles and how they challenge traditional money advice
- Why budgeting often leads to frustration—and what to do instead
- How scarcity thinking sabotages your wealth-building potential
- Practical steps to adopt an abundance mindset
- How to teach children financial principles from an early age
- Why values-based financial planning leads to greater fulfillment
- The role of whole life insurance in long-term financial strategy
- The truth about “financial freedom” and how to achieve it
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Connect with Kim Butler
- https://prosperitythinkers.com/product/busting-the-scarcity-mindset/
- Visit her site: www.prosperitythinkers.com
- LinkedIn: https://www.linkedin.com/in/kimdhbutler/
- Main Phone: 903-822-4144
- Special Listener Gift Schedule a 15-Minute Call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this enlightening episode, we sit down with Patrick Pychynski, founder and CEO of Stacking Capital, to challenge conventional wisdom surrounding business funding. Patrick, a U.S. Marine Corps veteran, shares his journey into the financial sector and reveals how traditional funding advice often leads entrepreneurs astray. We delve into the innovative strategies employed by Stacking Capital, such as their proprietary Capital Stacking System, which enables clients to access up to $150,000 in 0% interest business funding within weeks. Patrick also discusses the importance of credit optimization, strategic application planning, and building valuable banking relationships. Whether you're a startup founder or a seasoned business owner, this episode offers actionable insights to help you secure the capital necessary for growth without falling into the traps of high-interest debt.
Highlights
- Marine discipline meets relationship banking.
- Discovering credit opportunities during the pandemic.
- Business credit as a tool and weapon.
- Business credit education and guidance.
- The importance of financial awareness and readiness.
- Market testing: Sell first, then build.
- Distinct focus on immediate and long-term funding.
- Strengthening personal credit for business success.
- Building personal credit to leverage business credit.
- Leveraging massive credit card spend for credit increases.
- Funding readiness and having a real plan.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping:
- https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Connect with Patrick Pychynski
- https://www.stacking-capital.com/
- https://www.instagram.com/itspatrickpy
- https://www.youtube.com/@patrickpychynski
- Special Listener Gift Schedule a 15-Minute Call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this insightful episode, we sit down with Gary Harper, CEO of Sharper Business Solutions and co-creator of the RISE Business Framework. Gary shares his journey from corporate America to becoming a renowned business coach, detailing how a life-changing diagnosis led him to dedicate his life to helping businesses thrive. We delve into the four quadrants of the RISE framework—Reach, Integrate, Scale, and Elevate—and discuss practical strategies for implementing them to achieve sustainable growth. Whether you're an entrepreneur seeking to optimize operations or a business leader aiming for scalable success, this episode offers valuable insights to propel your business to new heights.
Highlights
- The Three P’s of a Business: Passion, Product, Profits
- Harvard Business Review: Five Stages of Business
- Rise Framework: Employee to Business Owner
- Balancing Profit and Purpose
- Importance of Hiring Help
- The Power of KPIs in Business Strategy
- Navigating Business Complexity with AI
- Fear and Knowledge: The Role of AI
- Personal Health and AI Insights
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Connect with Gary Harper
- https://sharperbusiness.com/
- https://www.instagram.com/official_garyharper/
- https://www.facebook.com/gary.harperii
- https://www.linkedin.com/in/gary-harper-37148967/
- https://www.amazon.com/dp/196265608X
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this high-energy episode of the Practical Wealth Show, Curtis May sits down with John Dwyer, founder of The Institute of WOW, to uncover game-changing marketing strategies that help businesses stand out, attract clients, and skyrocket sales. John has worked with some of the biggest brands and businesses, applying direct response marketing, WOW factor branding, and customer experience strategies that deliver real, measurable results. Today, he shares practical and proven strategies that business owners—whether in financial services, real estate, or e-commerce—can implement immediately to increase revenue and build a magnetic brand.
Highlights
- What the WOW Factor is and how to use it to differentiate your business
- Why emotional direct response marketing outperforms traditional branding
- The biggest marketing mistakes small business owners make—and how to fix them
- How to create a subscription-based model for recurring revenue
- Leveraging endorsements, influencers, and partnerships without breaking the bank
- The power of building a personal brand to attract high-value clients
- Actionable "Disney-like" customer experience tactics to keep customers coming back
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Connect with John Dwyer:
- Podcast Info: https://jdpodcastguest.com/
- Website: https://theinstituteofwow.com/
- Linkedin: https://www.linkedin.com/in/instituteofwow/
- Facebook: https://www.facebook.com/theinstituteofwow
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
By the end of this lesson, YOU will understand:
- Why self-investment is the most valuable form of compounding
- How knowledge, skills, and relationships multiply over time
- The financial impact of lifelong learning and delayed gratification
- Actionable ways to invest in themselves daily
Lesson Structure (30-35 minutes) (5 min) Introduction – The Power of Investing in Yourself (10 min) The Three Areas of Self-Investment (10 min) The Financial Impact of Self-Investment (5 min) How to Apply This in Real Life (5 min) Q&A and Takeaways
Subscribe to the podcast so you never miss an episode.
Share this episode with someone who could benefit from better goal-setting strategies.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this episode, we delve into the inspiring journey of Kim Avant-Babb, a seasoned real estate investor and property management expert.
Transitioning from traditional employment, Kim has built a formidable real estate empire and authored four insightful books on the subject. She shares her strategies for effective property management, including maintaining a zero-eviction record over 39 years .
Kim also discusses the importance of landlord coaching, masterclasses, and mentoring through her consulting firm, Legacy Real Estate Consulting.
Tune in to gain valuable insights from Kim’s extensive experience and learn how to navigate the challenges of property management successfully.
Highlights
- Self-managing investment properties.
- The critical importance of record-keeping.
- Connecting with tenants and the importance of integrity.
- Flipping vs. investing: A discussion on strategies.
- Working for profits versus wages.
- Transition from a traditional job to entrepreneurship.
- Planning and hard work as keys to financial independence.
- The importance of mentorship and coaching.
- Supporting investors through products and services.
- Tools and systems for property management.
- Real estate gratitude journal as a tool for success.
- Building tangible asset portfolios for cash flow.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Connect with Kim Avant-Babb
- +1 856-228-1820
- Info@lldocs30.com
- WWW.lldocs30.com
- IG - LLDOCS30
- Get her Books here : https://www.amazon.com/s?i=stripbooks&rh=p_27%3AKim%2BAvant-Babb&s=relevancerank&text=Kim+Avant-Babb&ref=dp_byline_sr_book_1
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
Ever wondered how the ultra-wealthy invest their money? In this episode, I break down the latest Tiger 21 asset allocation report, revealing how high-net-worth individuals with $20M+ in assets structure their portfolios.
The biggest surprise? Public equities make up only 23% of their wealth—while most everyday investors put 75-100% into the stock market. So, where does the rest of their money go? We’ll explore their diversified approach, including private equity, real estate, and alternative investments.
Highlights
- The exact asset allocation of the ultra-wealthy
- Why they limit exposure to public stocks
- How real estate, private equity, and alternative assets play a crucial role
- What YOU can do to start diversifying like the top 1%
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- 📅 Book a strategy session to align your finances with high-net-worth principles https://link.agent-crm.com/widget/booking/P3coOQC0HSpJeuIumy8f
- 📩 Join the Money for Life Club for weekly insights on wealth building Practical wealth Solutions: https://app.agent-crm.com/v2/preview/C0Kb8qlviGCczll2qzS2
- 🎧 Listen now on: The Practical Wealth Show: https://www.podpage.com/the-practical-wealth-show/
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this episode of The Practical Wealth Show, we welcome Hannah Kesler, an expert in the Infinite Banking Concept and daughter of Brent Kesler, to share her incredible journey and insights. Starting her financial journey at just 18, Hannah has successfully used Infinite Banking to build wealth, invest in real estate, and educate others on financial independence.
Highlights
- How Hannah’s early exposure to Infinite Banking shaped her financial mindset.
- Real-life success stories of Infinite Banking in action.
- Common misconceptions about Infinite Banking and how to overcome them.
- Hannah’s vision for integrating Infinite Banking with modern financial tools.
- Her advice for beginners looking to start their journey toward financial control.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Hannah Kesler
- www.hannahkesler.com
- Check out her Book: https://podcasts.apple.com/ca/podcast/the-money-multiplier-podcast/id1534038990
- Follow her Podcast: The Money Multiplier Podcast https://podcasts.apple.com/ca/podcast/the-money-multiplier-podcast/id1534038990
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this episode of The Practical Wealth Show, I sit down with Court Pitcher, co-founder of Legacy Lock, to uncover the secrets of smart legacy planning. Most people don’t realize that failing to set up a trust can leave their family with huge legal headaches, unnecessary taxes, and costly probate. Court shares why a trust is one of the most powerful financial tools for protecting your assets and ensuring your wealth is passed down seamlessly.
Highlights
- The biggest estate planning mistakes (and how to avoid them)
- Why wills aren’t enough – the power of trusts explained
- How to bypass probate and keep control over your wealth
- Estate planning for business owners and real estate investors
- The #1 thing you need to do TODAY to secure your family’s future
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Court Pitcher https://www.linkedin.com/in/court-pitcher-09b74548
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this episode of The Practical Wealth Show, we sit down with Christian Osgood, the host of the Multifamily Strategy podcast and YouTube channel. Christian shares his journey from exploring general real estate opportunities to becoming a leader in multifamily investing. Whether you’re a seasoned investor or just starting out, this conversation is packed with actionable insights, inspiring stories, and practical strategies for building wealth through multifamily properties.
Highlights
- How Christian transitioned into multifamily investing and why it became his focus.
- The mindset shift needed to succeed in real estate.
- Key challenges Christian faced as he scaled his multifamily portfolio.
- Proven strategies for identifying and analyzing profitable multifamily deals.
- Advice for new investors looking to enter the multifamily market.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Christian Osgood
- Visit his Site www.multifamilystrategy.com
- Subscribe to www.youtube.com/@Multifamilystrategy
- Follow him www.instagram.com/christianosgood/
- christianosgood@gmail.com
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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In this episode of The Practical Wealth Show, we dive into one of the most common mistakes young high earners make: rushing into investments without first investing in themselves. If you're earning good money and feel the pressure to start building wealth right away, this episode is for you. Learn why chasing returns without knowledge, purpose, or passion is risky, and discover the power of prioritizing personal growth before financial growth.
Highlights
- The dangers of chasing returns without a clear purpose.
- Why investing in yourself is the foundation of financial success.
- How to align your financial strategies with your unique goals and values.
- Practical tips to avoid gambling with your money and build true wealth.'
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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In this episode, we dive into the powerful process of end-of-year goal setting. Reflecting on the past year and intentionally planning for the next is more than just a tradition—it’s a proven way to set yourself up for success. Whether you’re looking to crush your personal goals, advance in your career, improve your financial situation, or focus on your health, this episode is packed with actionable strategies to help you hit the ground running in 2024.
Highlights
- The importance of reflection in goal-setting.
- How to set SMARTER goals for meaningful progress.
- Breaking down big goals into actionable steps.
- Common goal-setting pitfalls and how to overcome them.
- How to stay accountable and celebrate milestones along the way.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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Are you managing rental properties or thinking about investing in real estate? Don’t miss this insightful conversation with Odara Jabali-Jeter, a highly successful property manager who has helped countless owners navigate the challenges of managing properties.
Highlights
- The most common mistakes property owners make and how to avoid them.
- How professional property management saves you time, money, and stress.
- Tips for maximizing rental income and reducing vacancies.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Odara Jabali-Jeter
- odaranash@gmail.com
- Tel: 267-307-7469
- 6329 Germantown Ave. Philadelphia, PA 19144
- www.ly/realty.com
Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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In this episode, Dr. Mike Van Thielen and Curtis discuss optimizing your current health and performance level. So if you want to Peak personal performance, Longevity, and Disease prevention so you can know how to reverse your biological age, tune in now!
Guest Info Dr. Mike Van Thielen is an expert in The Bio Hacking code whose accomplishments include: How is a Expert Biohacker & Mentor, Ph.D. Holistic Nutrition,Doctor of Oriental Medicine Licensed Physical Therapist, Expert in Functional Medicine & Regenerative Medicine,Licensed Acupuncture Physician.
Highlights
- How to upgrade your body, your mind and your life
- Why do people many of home are hard chargers have bad health?
- What is the biohacking code?
- What does it mean to reverse you biologice age
- What are the 7 foundations of good health that you can put into practice today
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Dr. Mike Van Thielen https://biohackingcongress.com/experts/mike-van-thielen-phd
Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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The rise of digital assets like cryptocurrencies and blockchain technologies is reshaping the landscape of wealth management. In this episode, David Doss, founder of CKC and a digital asset expert, shares his in-depth knowledge on how individuals and businesses can leverage digital assets to build wealth and diversify portfolios. We discuss the growing influence of Bitcoin, Ethereum, and other digital currencies, how they can complement traditional investment strategies, and what the future holds for digital assets in mainstream finance.
David also touches on the importance of staying ahead in an increasingly digital world and how savvy investors can navigate volatility while tapping into opportunities in decentralized finance (DeFi).
Are you ready to future-proof your wealth management strategy? Listen now to explore the cutting-edge world of digital assets, and download David’s free digital asset guide to start integrating these powerful tools into your financial portfolio today!
Highlights
- Bridging traditional finance and blockchain.
- Crypto as an emerging asset class.
- Different uses of blockchain technology.
- Importance of investing a small percentage in crypto.
- Intersection of fear and greed in investments.
- Utility and potential of digital assets.
- Currency fluctuation and global adoption.
- Real-world blockchain applications: efficiency and adoption.
- Decentralized finance and commerce potential.
- Importance of good regulatory environments.
- Tax implications and legality in crypto.
- CKC’s asset management and program management.
- Accepting crypto as payment for businesses.
- Importance of understanding and tax compliance.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with David Doss
- david@ckc.fund
- www.linkedin.com/in/davidambrosedoss
- https://www.linkedin.com/company/ckc-fund
- info@ckc.fund
- www.ckc.fund
Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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Retirement is supposed to be a time of relaxation and enjoyment, but for many, it comes with the stress of ensuring their savings last a lifetime. In this insightful episode, Josh Jalinski, a renowned financial advisor and host of The Financial Quarterback, walks us through the critical steps to make your retirement funds work for you. We dive deep into optimizing Social Security benefits, managing taxes in retirement, strategies for creating sustainable income streams, and how to confidently spend without the fear of outliving your savings.
Josh brings decades of experience in guiding retirees and pre-retirees through the complexities of financial planning to ensure they get the most out of their golden years. If you’re looking to enjoy a financially secure and worry-free retirement, this episode is packed with actionable tips tailored just for you.
Ready to secure your financial future in retirement? Tune in now, and take advantage of Josh’s free retirement readiness report to assess your financial plan today!
Highlights
- Live broadcasting challenges and experiences.
- Criticism of “Buy Term Invest the Difference”strategy.
- Personal impact of early financial beliefs and transition.
- Permission slip concept explained.
- Importance of trust and its role in wealth protection.
- Benefits of holistic planning and lifelong wealth strategy.
- Forecasting in uncertain economic times.
- Value of diversified asset allocation for risk management.
- Impact of advice on personal finance and client benefit.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with with Josh Jalinski
- https://www.retirementrealitycheck.com/
- https://www.iheart.com/podcast/47-the-financial-quarterback-p-27246763/
Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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In this episode, Zach Beach and I discuss How to be Real Estate with terms without tying up your cash or credit. So if you want to learn how to build passive income greater than expenses, how to get started quickly, and to build a business using real estate to become financially independent so you can learn how to build a system that works to build financial independence, tune in now!
Highlights
- “How to build a cashflow Real Estate empire”
- Why this is a great investment in real estate.
- How you use a proven process with Zack's 3 payday system.
- How to do well by doing good by creating a win/ win for all parties involved
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Zach Beach
- https://wickedsmartacademy.com/
- https://www.instagram.com/zacharybeachofficial/
Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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In this video, we dive into the importance of mastering your cash flow for achieving financial success. Understanding how money moves in and out of your accounts is crucial for making smart decisions, whether you’re managing personal finances or running a business. We’ll cover the basics of cash flow management, how to track your income and expenses, and tips to ensure you're consistently in the green. Watch now to learn how controlling your cash flow can set you on the path to long-term financial freedom!
Highlights
- Why cash flow is the backbone of financial success
- How to manage income and expenses efficiently
- Practical tips to improve your cash flow
- Master your money, master your future!
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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In this week’s episode of Escaping the Rat Race, I sit down with the CEO of a leading credit union, Kendall Garrison of Amplify Credit Union to explore how digital banking is transforming the way we manage our finances and why traditional banks are struggling to keep up. If you’re curious about the future of financial services, the impact of fintech, and how credit unions are stepping up to meet the demand for digital innovation, this is an episode you don’t want to miss!
Highlights
- The digital shift in banking – Is it permanent?
- How credit unions are competing with fintech and neobanks
- The future of physical bank branches in a digital world
- Innovations in cybersecurity for digital banking
- Personalized financial services in an age of automation
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Kendall Garrison
- amplify@ecprtexas.com
- Visit their website: https://goamplify.com/
- Follow him on LinkedIn: linkedin.com/in/kendallgarrison
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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In this episode, we're diving into a crucial topic that every working professional needs to understand: income protection. Life can throw unexpected challenges our way, and when you're unable to work, your paycheck shouldn't be one of them. Join us as we uncover the secrets to safeguarding your income, ensuring that you and your loved ones are financially secure, even when life takes an unexpected turn. Whether you're an entrepreneur, freelancer, or employee, this episode will provide practical tips and strategies to protect your earnings and maintain financial stability, no matter what comes your way.
Highlights
- Income stopped tomorrow: What would you do?
- Your financial plan must work in all market conditions.
- Focus on the order of financial steps.
- Lifestyle regulator/budget: Balancing current and future needs.
- Cash flow management as the first step.
- Saving 15-20% of gross income.
- Importance of playing financial defense.
- Consequences of losing your income.
- Real costs and risks of disability.
- Insurance: A necessary preemptive measure.
- Restoring cash flow through insurance.
- Types and benefits of disability insurance.
- Own occupation vs. any occupation.
- Personal anecdote on government disability claims.
- Key factors: Benefit amount, waiting period, payout duration.
- Financial planning: Cost of peace of mind.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Text PROTECT to 833-422-0250 to get a FREE Report
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
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Join us for an enlightening episode of Practical Wealth Solutions featuring Bronson Hill of Bronson Equity. Discover how you can fire yourself and replace your working income with passive income in just three years or less.
Bronson shares his expert strategies on building wealth through passive income, providing actionable insights that will empower you to take control of your financial future. Don't miss this chance to learn from a seasoned professional and transform your financial landscape. #PracticalWealthSolutions #PassiveIncome #FinancialFreedom
Highlights
- Investing in mindset: money working for you.
- Freedom of time vs. financial freedom.
- The importance of passive income scalability.
- The concept of “wealth worthiness.”
- Continuous learning as a rich habit.
- Rich people read more: daily learning habits.
- The growth mindset approach to failures.
- Making large leaps through valuable networks.
- The value of teaching what you learn.
- The role of habit and reflection in success.
- Freedom from jobs through passive income.
- Experimentation and low-risk investments.
- The practical tips for achieving wealth.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Bronson Hill
- bronsondavidhill@gmail.com
- TEXT "INFLATION" to 33777
- https://a.co/d/6afsXmN
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
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In this enlightening episode of Practical Wealth Solutions, we dive into the world of build-to-rent real estate and uncover how this investment strategy can revolutionize your financial future. Learn how to escape the rat race, create sustainable passive income, and secure a prosperous legacy for your family.
Join us as we explore the key benefits, strategies, and success stories that illustrate the transformative power of build-to-rent real estate. Tune in and discover how you can achieve financial freedom and transform your life forever.
Highlights
- Real estate as a vehicle for buying back time.
- New construction rentals vs. older homes.
- Three-year curse on older homes.
- Capital required for build-to-rent investments.
- Importance of financial resources and liquidity.
- Due diligence: Key questions to ask builders.
- Success stories from real estate investors.
- Long-term buy and hold strategy.
- Focus on property quality over quantity.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Jim Sheils
- Free download Book: https://jjplaybook.com/
- Instagram: https://www.instagram.com/jim_sheils/?hl=es
- Twitter: https://x.com/sihomesfl?lang=es
- Facebook: /SIHomesFL
- Website: https://southernimpressionhomes.com/
- jim@18summers.com
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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Join us in this insightful episode of Practical Wealth Solutions as we welcome Joe Pantozzi, CEO and Founder of Alpha Omega Wealth. Joe is a leading expert in infinite banking and prosperity economics, dedicated to empowering individuals to improve their lives, legacies, and financial futures.
In this episode, Joe delves into the transformative power of infinite banking for businesses. Discover how this innovative strategy can create more certainty and efficiency in your business operations. Joe shares practical insights and actionable steps, all grounded in the principles of prosperity economics, to help you take control of your financial destiny.
Tune in to learn how infinite banking can revolutionize your business and set you on the path to lasting success. Don't miss this opportunity to gain valuable knowledge from a seasoned expert committed to helping you achieve your financial goals.
Subscribe now and take the first step towards a more prosperous future with Practical Wealth Solutions.
Follow us: www.youtube.com/@CurtisMay
Highlights
- Infinite banking: Business ownership and expansion.
- Importance of Nelson Nash and studying his book.
- Nelson’s 10-hour seminar and its impact.
- The need for business financing over time.
- Framing money management as coaching clients.
- The significance of small businesses in the economy.
- Business owners prioritize themselves financially.
- Banks require deposits to make loans.
- Misconceptions about life insurance and infinite banking.
- Overcoming debt mindset and the need for savings.
- Infinite banking as a broader strategy, not just for investments.
- Life insurance policies and capitalizing business ventures.
- The principle of savings and deconstructing personal economies.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Joe Pantozzi
- LinkedIn: https://www.linkedin.com/in/joe-pantozzi-941a073/
- Visit his website at https://alphaomegawealth.com/joe-pantozzi/
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
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Welcome to a new episode of Practical Wealth Solutions! In this episode, we're thrilled to have Ryan J. McClary, also known as "The Funnel Doctor," join us to dive deep into the world of marketing funnels. Ryan, from McCrary Financial Solutions LLC, brings his expertise and insights to help business owners understand why mastering marketing funnels is the secret weapon for business success.
Highlights
- Differentiating marketing vs. advertising.
- Importance of defining your avatar or ideal customer.
- Explanation of sales funnels: step-by-step sales processes.
- A real-life example of a complete sales funnel at a dentist office.
- Consistent marketing as key to business success.
- Role of automation and nurturing clients in business growth.
- Monthly recurring revenue as a crucial business metric.
- Strategy for small brick-and-mortar businesses to use sales funnels.
- Misconception of “my business is different.”
- Importance of marketing investment in solving cashflow issues.
- Role of team members in a business and the significance of marketing.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Ryan McClary
- info@ryanjmccrary.com
- Visit his website at https://thefunneldoctoragency.com/
- ryan@yourfunneldoctor.com
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
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In this episode, Sam Sells and I discuss raising the standard of affordability and making a profit. So if you want passive income opportunities, a long term opportunity, and to invest and do good at the same time so you can have an in financial investment return opportunity, tune in now!
Highlights
- Investing with community impact.
- Understanding”affordable housing”.
- Real poverty vs. perceived poverty.
- Aligning incentives for sustainable impact.
- Making a profit while helping people.
- Case study: reducing crime through property management.
- Handling tenants with special circumstances.
- Current real estate market opportunities.
- Long-term holds vs. flipping properties.
- The infinite return model explained.
- Personal journey from poverty to success.
- Importance of knowing your goals and motivations.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Sam Sells
- Learn more about how you can improve your results with affordable housing communities with https://wildmountaincapital.com/ or email him at sam@wildmountainholdings.com
Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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In this enlightening episode, we sit down with Terri Couser, renowned as The Credit Expert, to uncover the secrets to mastering both personal and business credit. Terri shares invaluable tips and strategies that can help you build and maintain excellent credit scores, which are crucial for financial success.
Whether you're a business owner looking to secure funding or an individual aiming to improve your creditworthiness, this episode is packed with actionable advice to guide you on your journey. Tune in to learn how to leverage credit to your advantage and unlock new opportunities for growth and success!
Tune in now!
Highlights
- Terry’s personal story and motivations
- Impact of credit on various aspects of life
- How a $14/hour job at TransUnion changed Terry’s life
- Credit as a result, not a cause
- Bad credit is expensive
- Importance of financial literacy and education
- Leveraging credit for wealth-building
- Strategies for using credit responsibly
- Pulling FICO credit scores vs. other services
- Foundation of business credit: Incorporating your business
- Importance of defining business goals and having a clear target
- Building multiple streams of income
- Tangible steps to improve personal and business credit
- Knowing your audience and leveraging marketing effectively
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Terri Couser
- terri@caretools.net
- https://linktr.ee/carecredittools
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
Join us for an insightful conversation with Darin Davis, Principal at Club Capital, as we explore the intricacies of preferred equity. In this episode, Darin delves into why preferred equity is a once-in-a-decade opportunity, its benefits, and how it can be a game-changer for your investment strategy.
Tune in to gain valuable insights and strategies from a leading expert in the field. Don't miss this chance to elevate your financial knowledge!
Visit this site to connect with Darin: https://clubcapital.co/practical/
- Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Darin Davis
- darin@clubcapital.com
- https://clubcapital.co/practical/
- https://darindavis.investments/
- https://clubcapital.co/
- https://clubcapital.co/practical/
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
Join us for an enlightening episode as we dive deep into the world of business credit with Kevin Lewis, CEO and Principal Consultant at Premisien Credit Counseling. Business credit is a crucial yet often misunderstood aspect of running a successful company. In this episode, Kevin Lewis brings his extensive expertise to the table, debunking common myths and revealing essential truths about business credit. Learn how to navigate the complexities of credit scores, understand the impact of business credit on your operations, and discover strategies to build and maintain a strong credit profile. Whether you're a seasoned entrepreneur or just starting out, this podcast is packed with valuable insights to help you make informed financial decisions and propel your business forward. Tune in and get ready to separate fact from fiction in the realm of business credit!
Highlights
- Addressing misleading credit content.
- The importance of financial integrity.
- How Kevin Lewis began in finance.
- Learning from bankruptcy and financial lessons.
- Misconceptions around credit and bankruptcy.
- The burden of knowledge in finance.
- Debunking the revenue myth in business credit.
- The consequences of business credit myths.
- Honest strategies for building business credit.
- The challenges of vendor credit.
- The truth about personal guarantees in business credit.
- Dangers of lying on credit applications.
- Observing common credit application mistakes.
- Risks of buying authorized credit user status.
- Discriminatory lending practices.
- Building a solid business foundation.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Kevin Lewis
- klewis@premisien.com
- Visit his website: www.premisien.com
- Phone number: (215) 904-8690
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
Join us on 'Unlocking Business Success,' where we delve into the art of crafting choreographed strategies for growth with Michael Johnson. From innovative marketing techniques to dynamic leadership insights, we explore the keys to unlocking the full potential of your business. Tune in for actionable tips, inspiring success stories, and expert advice to propel your business to new heights.
Highlights
- Introduction to The Practical Wealth Show with Curtis May.
- The shift from the age of information to the age of insight in business.
- The concept of applying dance choreography to business strategies.
- The connection between athletic discipline and business success.
- The Choreography Triad: Execute Across, Measure Everything, Define and Articulate.
- VCVO Framework: Noise Vehicle, Noise Campaign, Sales Vehicle, Offer.
- The difference between a product/service and an offer.
- Leveraging business equity for growth through investing and acquisition.
- How successful people operate with clear principles and rules in investing.
- Michael’s company, business choreography, and how they assist other businesses.
- Encouraging business owners to seek external insights for growth and improvement.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Michael Johnson
- https://www.facebook.com/people/Michael-A-Johnson/1130268325/
- https://www.linkedin.com/in/michael-johnson-3149151ab/
- https://www.instagram.com/bizchoreo/
- https://www.facebook.com/bizchoreo
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
Are you tired of navigating your financial journey without a clear roadmap? Join us for an enlightening session where we'll unveil our blueprint for financial mastery and wealth creation. In this dynamic discussion, we'll provide you with the strategies and insights you need to take control of your finances and build long-term wealth. Say goodbye to guesswork and hello to financial clarity and success. Don't miss out on this opportunity to transform your financial future!
Highlights
- Importance of mastering financial basics.
- Investing vs. Saving - Prioritize saving first.
- Lack of integrated financial strategy for many people.
- Introduction to the "wealth coordination account" concept.
- The need to know your personal economy.
- "Circle of confusion" in managing cash flow.
- Illustration of "financial gravity."
- How to fight "financial gravity" and manage finances effectively.
- Reservoir metaphor for creating a wealth coordination account.
- The "velocity method" of using money effectively.
- Explaining passive income and changing the nature of income.
- Importance of a financial structure to manage cash flow.
- Iterating the concept of velocity over accumulation.
- Explaining how mutual funds don't truly capitalize on compound interest.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
I sat down with Marc of FranDestiny and discussed the opportunity in having a Career to Franchise Owner: Mastering the Art of Transition. With over 25 years in franchising, Marc is a seasoned guide in the realm of franchise ownership. Having excelled as a franchisor, multi-unit franchisee, and consultant, he's been part of transformative opportunities, earning accolades like Businessman of the Year. Marc's passion lies in assembling exceptional teams and executing plans for tangible franchise ownership.
As the visionary behind FranDestiny, he aids individuals in transitioning from "want-entrepreneurship" to genuine business ownership, employing a tailored matching approach. Marc's success includes leveraging franchise models for profitable exits while maintaining a work-life balance. A graduate of the University of Wisconsin-Madison and a lifelong entrepreneur, Marc is committed to helping others build wealth and create lasting legacies through informed franchise ownership. His story is one of passion, expertise, and education to empower others in the dynamic world of franchising.
Visit this site to get the FREE Gift: https://frandestiny.com/practical/
Highlights
- Marc's personal journey into the franchise business
- What is paid for in franchise fees and their benefits to franchisees
- The different models in franchising and how one can aim to scale and grow
- The need for potential franchise owners to understand themselves and know their limitations
- Pros and cons of horizontal and vertical diversification when thinking about buying a franchise in your field versus a different sector
- The current trend for franchisors taking a more hands-on role and offering to run the franchise for the owner for additional royalty fees
- Important marketing strategies for franchise owners and the importance of being adaptable and creative
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Marc Cayle marccayle@frandestiny.com
- Website: https://frandestiny.com/
- Phone Number: (414) 331-0224
- LinkedIn: https://www.linkedin.com/in/marc-cayle-809ab5
- Facebook: /FranDestinyCoach
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
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Join us for an inspiring episode as we sit down with John St Pierre, a seasoned entrepreneur with a wealth of experience in both triumphs and setbacks. With two companies under his belt, John has navigated the highs and lows of entrepreneurship, scaling businesses to over $50M+ in global revenues.
In this candid conversation, John shares valuable insights gleaned from his entrepreneurial journey, including lessons learned from significant failures and the strategies that propelled his successes. As the host of the Entrepreneurs United podcast, John serves as a trusted investor, speaker, and mentor, empowering countless entrepreneurs in their pursuit of business excellence.
Stay tuned for John's upcoming book, "The $100M Journey: Growing The Business Of Your Dreams Without Going Off The Cliff!" slated for release in late 2023. This compelling narrative offers a roadmap for aspiring entrepreneurs and business owners, providing actionable advice for achieving entrepreneurial success while avoiding common pitfalls.
Don't miss this opportunity to gain valuable wisdom from John St Pierre and embark on your own journey towards entrepreneurial greatness. Subscribe now and join us as we delve into the world of business and entrepreneurship!
Subscribe Now for More Inspiring Entrepreneurial Content!
Get his Book here: https://a.co/d/e1bhHTV
Highlights
- How to start booking a strategy session with Practical Wealth Solutions
- How it feels to be fired from your own company and how it motivates you to start again
- John’s previous failed attempts at business due to a nonchalant attitude towards giving away equity
- John’s seven principles
- The concept of self-financeable growth rate in businesses and the importance of managing growth and capital reinvestment in a business
- Building a culture of entrepreneurship within the company
- Success story of becoming the CEO of a hundred million dollar company and the successful implementation of John’s seven principles
- The potential dangers and losses possible without the application of these principles, especially when attempting to build a large business
- Where to find more resources, the provided coaching services, and the free workbook offered for entrepreneurs at 100mjourney.com
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with John St. Pierre
- john@rhombusgroup.com
- https://podcasts.apple.com/id/podcast/entrepreneurs-united/id1531348588
- Website: www.100mjourney.com
- LinkedIn: /in/johnstpierre/
- Facebook: /johnstpierre
- IG: @johnstpierre 100
- Twitter: /iohnstoierre 100
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this episode, Dan Gordon and I discuss "The Mindset Barriers to Entrepreneurial Success. So if you want to eliminate the #1 barrier to entrepreneurial success, transformation. They want to confront their demons, realize their greatness,, and learn how to be great salespeople without being super douchebags! so you can unleash their most badass business selves in the world. Tune in now!
Highlights
- What’s the #1 reason most entrepreneurs fail, and what can they do to prevent it?
- Why is learning to sell so important when you can just use digital sales tools like AdWords?
- The Secret Weapon of Success
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Dan Gordon
- dangordonenterprise@gmail.com
- LinkedIn: Coach Dan Gordon
- https://dangordonenterprise.com/
- Mindset Barriers Links & Mentions From This Episode:
- Free Book text SALES: 213-409-8366
- Secret Weapon text CALM to 213-409-8366
- Any assistance, text HELP to 213-409-8366
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this episode, I sit down with Todd Pigott, CEO of ZINC Financial, as we dive into the world of real estate investment and uncover strategies for finding yield in today's market. In this enlightening discussion, Todd shares his insights and expertise on navigating the complexities of real estate investing, identifying lucrative opportunities, and maximizing returns.
Whether you're a seasoned investor looking to expand your portfolio or a beginner eager to explore the world of real estate, this interview offers invaluable insights and actionable advice. Don't miss out on this opportunity to learn from one of the industry's leading experts and take your real estate investment game to the next level.
Highlights
- Insider tips for identifying high-yield real estate opportunities
- Strategies for mitigating risks and maximizing returns
- The latest trends shaping the real estate investment landscape
- Practical advice for investors at every level of experience
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Todd Pigott
- Phone: (559) 326-2509
- Website: http://zincinvesting.com
- LinkedIn: https://www.linkedin.com/company/zinc-income-fund/
- Instagram: https://www.instagram.com/zincincomefund/
- Facebook: https://www.facebook.com/ZINCIncomeFund
- Twitter: FundZinc
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
Join us for an insightful discussion on Elevating Excellence: Exploring Ways to Enhance Business Operations featuring Jhana Li, founder of SpyglassOps.com. In this engaging conversation, Jhana shares her expertise and strategies for optimizing business operations, streamlining processes, and fostering a culture of excellence. Whether you're a seasoned entrepreneur or just starting your business journey, this conversation offers valuable insights to help you take your operations to the next level. Tune in and learn from the best!
Don't forget to like, share, and subscribe for more inspiring content. Let's elevate excellence together!
Highlights
- How businesses can improve in each of these sectors
- How Jhana became the COO of her ex-boyfriend's company and later an operations coach.
- Ways operations affect all stages of the business process
- Viewing business owners as a great asset to their businesses
- Comparison of tasks for CEOs to those that can be delegated to mechanics or other professionals
- The process of auditing a CEO's time and how an operator can help optimize it
- The discontent business owners often feel when burned out by operations
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Jhana Li
- jhana@spyglassops.com
- Follow her socials : @thejhanali
- Contact her at https://spyglassops.com/
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
Are you ready for Part 2? To take your real estate business to new heights? Join us for an insightful conversation with Jabbar Fairweather, where we uncover the secrets to growing and marketing your real estate venture effectively.
In this engaging discussion, Jabbar Fairweather, a seasoned real estate expert, shares invaluable tips, strategies, and insider knowledge to help you navigate the competitive world of real estate. From building a strong brand to leveraging digital marketing channels, Jabbar breaks down the essential steps to attract clients, close deals, and scale your business.
Whether you're a seasoned real estate professional or just starting out, this conversation is packed with actionable insights and practical advice that will propel your business forward. Don't miss this opportunity to learn from one of the industry's brightest minds and unlock the keys to real estate success.
Tune in now and get ready to grow and market your real estate business like never before!
Highlights
- Advocacy for self-investment in mindset, skillset, and network, referencing well-known marketers
- The expectations of people who are unwilling to seek out self-education materials but demand mentoring
- Accessibility of information and education through the internet, advocating continuous learning
- Consistency in providing daily motivational videos
- Personal experiences with buying unnecessary items and realizing their irrelevance
- The profitability of turnkey properties in real estate
- The need to keep up with inflation rather than beating it to generate sustained wealth
- The government's needs in various sectors like jobs, housing, and food
- Potential income generation through e-commerce and the importance of reinvesting one's income
- Recent property acquisition and the planned renovations, detailing the potential profits either by keeping or selling it
- Why newcomers to the community should first listen and learn before engaging to the network
- The idea of true financial freedom
- Importance of having the right education and understanding financial assets, like life insurance and investments
- The necessity of networking and learning from different people to expand your knowledge about various ways to generate income
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Jabbar Fairweather JabbarFairweather@gmail.com
- Guest Additional Info: Follow him at IG: jabbar_fairweather
- Linktree : https://linktr.ee/Workwithbar
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
Welcome to an exclusive deep dive into the world of real estate investing with my good friend Jabbar Fairweather! Join us as we explore the ins and outs of creating wealth through strategic real estate investments. Whether you're a seasoned investor or a novice looking to enter the market, this episode is your roadmap to success.
Jabbar Fairweather, a renowned expert in real estate investing for years now, shares his invaluable insights, tried-and-tested strategies, and insider secrets to help you navigate the dynamic real estate landscape and build a lucrative investment portfolio.
In this power-packed episode, we cover everything from identifying lucrative investment opportunities, mastering the art of property valuation, leveraging financing options, maximizing rental income, and optimizing property management for long-term success.
Highlights
- Jabbar’s sacrifices, working long hours and making certain career decisions to attain his goal of financial freedom
- People having unrealistic expectations about wealth creation in real estate due to social media representation
- The technique of using flashy money symbols (like Lamborghini) as a marketing strategy to attract end consumers and the truth behind those grand sales figures
- How famous sports people go broke after garnering huge amounts of money due to lack of financial literacy and related stress
- The high percentage of lottery winners who go bankrupt within a few years due to financial illiteracy
- How companies like Walmart operate with numerous credit lines and how individually, a similar strategy can be employed to grow wealth
- The necessity of earning money before saving it
- Jabbar's tactic of targeting properties that have been on the market for extended periods of time and understanding that the seller might just want to get out of the deal altogether.
- How the only significant difference between dealing with smaller and larger scale properties is the addition of zeros in the price
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Jabbar Fairweather
- JabbarFairweather@gmail.com
- Guest Additional Info: Follow him at IG: jabbar_fairweather
- Linktree : https://linktr.ee/Workwithbar
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
Join us as we delve into the groundbreaking world of Hypernomics with Doug Howarth, the visionary discoverer and CEO of Hypernomics, Inc. In this exclusive interview, Doug shares insights into the revolutionary concept of Hypernomics and its potential to unlock hidden dimensions to solve unseen problems. As a co-holder of Hypernomics' first patent and the author of the upcoming book "Hypernomics: Using Hidden Dimensions to Solve Unseen Problems" to be published by Wiley, Doug offers unparalleled expertise and knowledge in this cutting-edge field. Don't miss this enlightening discussion as we explore the transformative power of Hypernomics and its implications for the future.
Highlights
- Doug’s journey of discovering Hypernomics while buying a washing machine with his wife
- Example of a business owner who undervalued his product, leading to bankruptcy
- The importance of studying the demand along with the price and cost of a product
- How Hypernomics can help in thinking about short-term goals
- Introduction of the concept of 'walkability score' and its impact on the value of a property
- The potential profitability of high margin products, used in luxury markets, and the importance of understanding the unseen elements of market demand and cost
- The future evolution of Hypernomics in the business world and the industries currently using it
- Hypernomics as a tool for better understanding and responding to market dynamics
- How the volume of transactions can serve as a proxy for understanding the total number of shares outstanding in a stock market
- How Hypernomics provides a unique perspective on market analysis and can benefit diverse industries
- Introduction of the mantra that defines Hypernomics: Identifying what the market wants, does not have and can afford.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Doug Howarth
- Website: https://hypernomics.com/
- Doug's personal site: https://www.doughowarth.com/
- Doug’s LinkedIn: https://www.linkedin.com/in/doughowarth
- dhowarth@hypernomics.com
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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Unlock the secrets to entrepreneurial success with insights from the dynamic 24-year-old Myles Nicholls, founder of a clothing line start-up emotionaltherapy_. Discover how passion, innovation, and perseverance drive this young visionary's journey to the top of the fashion game. Gain invaluable wisdom on overcoming challenges, staying ahead of trends, and fostering creativity in a competitive industry. Dive into a world where youth meets ambition, and success is redefined with each bold step forward. Get ready to be inspired and motivated as you learn the art of success from a true trailblazer in the making.
Discover your Financial Freedom Score : https://curtis-wbwb4naf.scoreapp.com/
Highlights
- Myles’ personal and business-related idea of success and the importance of constant growth and freedom
- How he has always been a work creator, largely due to his exposure to risk and self-discipline developed through skateboarding and watching his father's journey
- Personal experience of working at a clothing store and how it provided him with insights about business operations such as pricing, wholesale, retail, and markup - skills that would be applicable in any business
- How his retail job helped him build communication skills, study customers face-to-face, and build relationships
- The mindset and strategies needed for business success and the importance to keep learning and evolving
- How he learns about current trends and changes in social media algorithms to benefit his business marketing
- Different motivations which involve a deep love for his work and a curiosity to learn more about the fashion industry
- Myles’ long-term goals for the brand
- Different ways to keep updated with Myles’ works and events
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Myles Nicholls
- mylesnicholls97@gmail.com
- https://www.linkedin.com/in/myles-nicholls-b678211a5
- Clothing line: emotionaltherapy_
- IG: malo97
- Tiktok: malo__97
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
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In this episode of Preserving Legacies: Navigating Inheritance without Losing to Legal Battles, we delve into the critical topic of preserving inheritances amidst the complexities of legal proceedings. Many individuals face the unfortunate reality of losing a significant portion of their inheritance to lawyers and court fees, often due to inadequate planning or unforeseen legal challenges. Join us as we explore actionable strategies and insights to safeguard your family's wealth and legacy. From understanding the importance of comprehensive estate planning to navigating potential legal pitfalls, our expert guests offer invaluable advice to help you mitigate risks and ensure your inheritance remains intact for future generations. Don't let legal battles erode your legacy.
Tune in now to learn how to protect what matters most.
Highlights
- Kris Miller shares a bit about her past – including walking barefoot across America following the life of Christ
- Her best-selling book
- What happens to your assets when they're placed in a living trust
- How many people are living paycheck to paycheck, including those earning $100,000 a year
- The dangers of relying solely on the stock market for retirement
- What real inflation is
- The difference between the effects of inflation versus the concept of inflation itself
- Kris’ strategy of investing half of her money in income and half in growth
- Different ways for listeners to reach out to Kris for further financial advice or to join her course
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Kris Miller
- https://healthymoneyhappylife.com/
- kris@HealthyMoneyHappyLife.com
- Contact her at (951) 926-4158
- Calendar link: https://meetwithkrismiller.com/
- Listen to her podcast at : Money911 with Kris Miller
- Get into her Course : https://startcreateincome.com/
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
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Today, we're diving into some timeless financial wisdom from "The Richest Man in Babylon." These are the Seven Cures for a Lean Purse, principles that are just as relevant today as they were in ancient Babylon.
- Start Thy Purse to Fattening: Alright, let's kick it off with a simple but powerful idea: pay yourself first. Before you go splurging on the latest gadgets or trendy clothes, set aside a portion of your earnings. Think of it as feeding your financial future. Even if it's just a small amount, consistency is the key.
- control your expenditures Put Each Coin to Labour: Every coin should have a job! Don't let your money sit idly. Whether it's through investments or creating multiple streams of income, make sure your hard-earned cash is out there working for you and not just collecting dust.
- Make Thy Gold Multiply: Now, we're talking about investing. Take those savings and make them work for you. Explore different investment options, whether it's stocks, real estate, or starting a side hustle. The goal here is to grow your money and let it multiply over time.
- Guard Thy Treasures from Loss: We're living in a world with endless opportunities, but not every opportunity is a good one. Be cautious with your investments, do your research, and avoid risky ventures. Protect your treasures from unnecessary losses.
- Make of Thy Dwelling a Profitable Investment: Your home can be more than just a place to live; it can be an asset. Consider ways to make your dwelling work for you – maybe it's renting out a room or leveraging your property to generate additional income.
- Ensure a Future Income: Time to think about the future. Plan for the future by consistently setting aside a portion of your income. Whether through a retirement account or other investments, make sure you're creating a financial cushion for the days when you decide to kick back and relax. Make sure you buy assets the can provide income for when cannot or no longer want to work
- Increase The Ability to Earn: Last but not least, invest in yourself. Focus on enhancing your skills, education, and knowledge. The more you can bring to the table, the more you'll be able to earn. It's an investment that always pays off.Conclusion: So, there you have it – the Seven Cures for a Lean Purse, revamped for the modern age. Take these principles to heart, apply them consistently, and watch how your financial life transforms. Don't just watch your purse grow, make it thrive!
Discover your Financial Freedom Score : https://curtis-wbwb4naf.scoreapp.com/
Highlights
- How this program can help individuals expand their business, protect their capital, and set up their infinite banking
- Announcement of an upcoming mini course about the book and the principles it conveys
- The need to aim for a full bank account as part of financial success
- The second principle: Control your expenditures
- Choosing a profitable investment for your home
- Importance of ensuring future income
- How to increase your ability to earn
- Tips to continuously increase your earning capability by providing service and solving problems
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
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In this episode, we sit down with the incredible Camille Pearsall, a force to be reckoned with in the realms of construction, real estate, and business consulting. Join us as Camille shares her inspiring story of triumph over adversity, her journey through the construction and real estate industries, and the invaluable lessons she's learned along the way. This episode is a testament to the power of determination, resilience, and the ability to turn challenges into opportunities. Don't miss out on this insightful conversation with Camille Pearsall, a true trailblazer in the world of business and real estate.
Who’s The Guest Camille Pearsall is the Co-Founder and General Contractor of Stoner Renovations Construction and Lead Company, a company that not only specializes in residential and commercial construction but also provides top-notch environmental testing services. As the CEO and Founder of Legacy Builders Management and Consulting, LLC, she extends her expertise to support fellow entrepreneurs and real estate investors.
But Camille's journey to success has been far from easy. Abandoned by her mother at age two, she faced teenage pregnancy and, tragically, became a widow and co-victim of gun violence at the age of 34. Raised by her single father, an entrepreneur and general contractor, Camille became his special helper on construction sites at a young age, earning her the title of "boss" by age seven.
Following the death of her husband, Camille took charge and revitalized Stoner Renovations Construction and Lead Company, turning it into a thriving business. Her real estate journey began in 2016 with the purchase of her grandmother's childhood home, setting the stage for her ventures in R&C Legacies, Inc., a real estate investment firm that she tirelessly scaled during the challenging year of 2020.
Highlights
- Camille Pearsall’s personal story, overcoming challenges from a young age and developing her entrepreneurial spirit
- The need to expand your means instead of living beyond your means
- Importance of analyzing and understanding the numbers when looking at prospective real estate deals
- The value of networking and learning from others in the real estate industry
- Understanding your monthly income needs and how many properties you would need to own to maintain that level of revenue after expenses
- Importance of letting go of comforts and challenging norms to pursue greater opportunities in real estate
- Recommendation of other beneficial programs such as Jumpstart, a foundational program for becoming an investor
- The message that success and commitment to excel is universal, regardless of occupation or field.
- Information on the speaker's community involvement, teaching young individuals and returning citizens about building wealth and providing skill sets related to the trades and real estate
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Camille Pearsall
- Legacybuildersmandc@gmail.com
- https://www.instagram.com/legacybuildersmc/
- https://www.linkedin.com/in/camille-pearsall-3a7709227
- https://betterthansuccess.com/ and use the discount code: Camille
- 267-939-2411
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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In this episode, I sit in on an informative show with Bob Lachance, who is a nationally recognized speaker, mentor, and trainer who specializes in helping customers build their businesses through automation and outsourcing. Bob currently owns four businesses and helped start one of the nation’s largest real estate coaching programs. A Bristol, CT native, Bob played ice hockey and went on to play at Boston University, playing a vital role in their 1995 National Championship. With only two classes left to graduate in his senior spring, Bob left school to pursue a professional hockey career, where he played 4 years in the US and 4 years in Europe.
Bob is the owner of REVA Global LLC, which focuses on offering trained real estate virtual assistants to real estate professionals. Over the years, he has experienced various setbacks where others would have simply thrown in the towel. Through the ups and downs both in business and life, his humble commitment to the daily process is something listeners can gravitate towards.
Highlights
- The process for individuals who are interested in setting up an infinite banking policy
- Bob’s journey from professional athlete to entrepreneur and business owner
- Benefits of having a trained virtual assistant in saving time and growing a business
- Extracting leads using a lead generation process within the real estate industry using virtual assistants
- How virtual assistants can manage multiple aspects of a business
- Bob’s experiences from starting his company and how the process of sourcing, recruiting, training, placing, and managing virtual assistants is conducted
- Diverse roles that virtual assistants can fill
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Bob Lachance
- bob@revaglobal.com
- www.revaglobal.com
- www.linkedin.com/in/boblachance
- www.facebook.com/robert.lachance.10
- 860-680-1169
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
I sat down with J.R. Jones, CFP™ in this episode, and we talk about FinTech, short for Financial Technology, is a rapidly evolving industry that leverages cutting-edge technology to enhance and streamline financial services. Innovations in FinTech encompass a wide range of solutions, including digital banking, online payments, blockchain, robo-advisors, and peer-to-peer lending. These advancements aim to make financial services more accessible, efficient, and inclusive, transforming the traditional landscape of banking and finance. FinTech companies often prioritize user-friendly interfaces, data analytics, and automation to improve financial processes, offering consumers and businesses innovative tools for managing their finances in a digital age. The dynamic nature of FinTech continues to shape the future of finance, promoting greater financial inclusion, transparency, and efficiency.
Highlights
- J.R. Jones’ background in the financial space, including his time with American Express Investment Financial Services, and how it brought him to his current project
- The Accountable Card, a fintech service targeting unbanked and underbanked communities
- The importance of having a clear vision for the product and taking action to bring it to fruition
- Why using cash is more expensive than using banking services
- The Accountable Card's feature of moving money into a savings account, which can develop a habit of saving
- His plans to partner with organizations like the Mississippi Nursing Association and veteran groups to offer scholarships and revenue share
- The importance of getting the unbanked and learning the principles of wealth acquisition
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with J.R Jones
- jrjones@sanjoinc.com
- Check out his services: www.accountablecard.com
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
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I sat down with Ryan Walter in this episode. He was the Founder and CEO of Parrels Advisory focused on helping businesses and nonprofits achieve ‘what’s next.’ The organization equipped leaders to root out roadblocks that stall progress, navigate make-or-break decisions, and build results through delivery. Before his role at Parrels Advisory, Ryan served as General Manager for Moven, a fin-tech customer engagement and wellness platform solution, where he created the B2B line of business and led product management, business development, technology planning, and service delivery. He is also the host of the Accelerate to Achieve podcast, which offers business owners and executives action-packed, practical advice on how to move from questions to answers and ideas to execution.
Highlights
- Ryan's previous role and experience with helping organizations execute their strategies and business transformations
- The importance of budgets being tied with the plans and goals of the business
- Understanding business markets and adapting business models to suit different markets for growth
- The high cost of losing a client compared to retaining one
- Importance of adjusting business strategies according to performance and changing circumstances
- Encouragement for those who might not feel ready for a CFO yet but want to learn more about managing their finances and growing their business
- The value of setting goals and understanding the elements of your business that can move the needle forward is emphasized
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Ryan Walter
- www.procfopartners.com
- https://www.linkedin.com/in/ryanfwalter/
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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In this episode, I speak with Ken Rusk, a bestselling author, entrepreneur, and motivational speaker who defied odds by achieving WSJ Bestseller status with his book "Blue-Collar Cash," even during the pandemic's challenges. He hosts the podcast "Comfort, Peace & Freedom," where he imparts wisdom on personal and professional fulfillment. Ken's impactful course "The Path to a Successful Life" empowers individuals to overcome obstacles and create their own success stories.
Ken's entrepreneurial flair shines as the founder of Rusk Industries, a growing portfolio of construction companies with revenue above nine figures. Collaborating with notable figures like Tony and Jairek Robbins, Tucker Carlson, and Evander Holyfield, Ken is actively shaping future American leaders. Committed to giving back, he supports organizations like Make a Wish, Tunnel to Towers, and Ronald McDonald House and he teaches at Boys and Girls Clubs and Junior Achievement. With a wealth of experience spanning over four decades, Ken Rusk continues to inspire through speaking engagements on workplace culture, life design, and entrepreneurship.
Highlights
- Who is Ken Rusk? An author, entrepreneur, and motivational speaker
- Insight into his successful journey and the value of hands-on experience over formal education
- The importance of considering the financial implications of attending college without a clear career path
- Comparison between the salary of a college degree holder and an experienced worker in the field
- The lack of prospective individuals in the blue-collar trades and potential earnings in the field
- The concept of being an "intrapreneur" within another entrepreneur's company
- Transitioning back to blue-collar work in the middle of one's career
- The process of attaining goals through visualization and subconscious motivation
- Taking action and implementing plans
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Ken Rusk
- ken@ruskind.com
- https://linktr.ee/kenrusk
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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In this episode, I have interviewed Aimee Griffin. She is the Life and Legacy Counselors of The Griffin Firm is a business and estate practice firm with offices in Washington DC, Prince George's County MD, Arlington VA and serves Massachusetts, New Jersey and Pennsylvania. We are committed to economic empowerment and strategic alliances to create, protect, and transfer wealth.
Highlights
- Aimee Griffin's firm and her commitment to economic empowerment
- The importance of structured planning around what could happen to your wealth before you build your empire
- The need for financial and healthcare planning documents even at the age of eighteen
- How a will directs the probate court process
- The challenges of leaving large sums of money to children without any instruction or restrictions
- Purpose and importance of trusts and the ramifications of creating them without legal expertise
- How trusts can be tailored to reflect the values and intentions of the person setting it up
- The need for a collaborative approach between financial advisors, estate planning attorneys, insurance professionals and accountants for successful estate planning
- Aimee’s community events and free webinars aimed at financial education
- Significance of applying the knowledge gained and being transformational for the future generations
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Aimee Griffin
- aimee@lifeandlegacy.law
- https://www.lifeandlegacy.law/
- https://www.linkedin.com/in/aimeedgriffinesq
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
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In this episode, I have interviewed Dr. Rob Scranton, who teaches people how to use their current debts and expenses to grow their wealth outside of the traditional approaches like scrimping, saving, and denying themselves the lifestyle that they want. Не leverages his extensive background in accounting, finance, and his experience as the former chief financial architect of a cutting-edge financial firm to offer a unique perspective on a highly effective financial strategy known as the Infinite Banking Concept, or IBC. With over two decades as a serial entrepreneur, Dr. Rob combines his expertise to showcase the power of this little-known approach.
The reason Infinite Banking is so effective is because it predates the Internal Revenue Service and the tax code, preventing the government from lawfully seizing wealth accumulated through this method.
Highlights
- Dr. Robert Scranton begins to share a bit of his background, explaining how he transitioned from working in accounting and finance to becoming a chiropractor and entrepreneur.
- Dr. Scranton discusses the importance of certainty in planning for the future. He shares a client case study where, through the infinite banking concept, they were able to forecast a guaranteed future income for their client.
- The hosts discuss how the infinite banking concept allows individuals to have a certain outcome if they follow the appropriate steps—establishing a more focused savings and retirement plan.
- The hosts observe that many people lack access to capital as they do not save, but instead put money at risk and give up control over it. They add that the best place to store liquidity is in a properly structured dividend-paying whole life insurance.
- The hosts critique Wall Street and the government, arguing that the industry aims to keep people from managing their own money.
- Infinite banking is not a product but a process. They underscore its advantages, remarking that it allows individuals to 'earn' in two places at the same time with the same dollar—a feature lacking in other financial instruments.
- The growth of their agencies due to the increasing demand for knowledge on infinite banking, with clients eager to learn more about this revolutionary technique.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping:
- https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Robert Scranton
- rrscranton@gmail.com
- https://yourfinancialiq.org/about-us/
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this episode, I interviewed Alvin Scioneaux, Jr. who is a force of diverse passions and talents. He was born and raised in St. John Parish, Louisiana and currently a real estate investor and author. He previously worked for 8 years as an Aerospace Engineer with a Master’s Degree in Mechanical Engineering from San Diego State University. He serves on the regional executive board for the National Society of Black Engineers while also being a traveling public speaker, where he engages with various schools and programs. In his career prior, Alvin was an All-American student-athlete who majored in Physics at Wofford College, then moved onto being an NFL linebacker with the LA Chargers. He transitioned to serving as a Fitness Coach, helping people on their fitness and nutritional journey, as well as a Model & Actor, working on various promotional and commercial projects. Alvin has gone from receiving over $2 million dollars in scholarships, being inducted into his collegiate Hall of Fame, and playing in the NFL to now philanthropy, giving back towards scholars and athletes, while running a multi-million-dollar real estate business. He is also a proud executive member of Omega Psi Phi Fraternity Inc. and the NFL Players Association.
Highlights
- Alvin’s experience of balancing demanding academic studies with being a college athlete, shining light on the discipline and focus required
- The importance of athletes adopting a prudent lifestyle and investing their high earnings wisely, leveraging real estate investments
- The key focus areas for growth: Expanding knowledge and enhancing networks
- His disciplined lifestyle and approach and the importance of being in the right room, around the right people to elevate oneself
- Patterns they have noticed among successful athletes
- The importance of protecting assets once they’ve been acquired
- Significance of starting early when it comes to athletes managing their money, particularly at the college level
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Alvin Scioneaux, Jr.
- Guide to Passive RE-Investing: https://www.financialathletecapital.com/
- Imperium Fortune: https://www.imperiumfortune.com/
- LinkedIn: https://www.linkedin.com/in/alvinscioneaux
- YouTube and Instagram: @a1scioneaux
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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In this episode, Curtis May sits down with Tim Lyons, the co-founder and managing partner of Cityside Capital, along with his brother Greg. He is a Registered Representative of Phase One Financial Services, LLC, a broker-dealer based in New York City (member FINRA/SIPC). Tim holds the Series 82 and 63 licenses and is focused on raising capital for multifamily, self-storage, and industrial assets that provide great risk-adjusted returns, tax advantages, passive income, and equity upside.
Highlights
- Managing dual careers
- The journey to asset accumulation.
- Needing a change in strategy
- The step by step journey to wealth creation through real estate
- Benefits of leveraging financing for asset acquisition
- The process of deal selection in Cityside Capital
- Importance of good deal structure in real estate
- The five freedoms: financial, time, relationship, purpose, and geographical
- The importance of education in personal finance
- Why you should take stock of the year and prepare for the new year
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Tim Lyons
- LinkedIn: https://www.linkedin.com/in/tim-lyons-cityside-capital/
- Twitter: https://twitter.com/Tim_CitysideCap
- Facebook: https://www.facebook.com/tim.lyons.712/
- https://www.facebook.com/Citysidecap/
- Special Listener Gift Schedule a 15-Minute Call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
Curtis May discusses the concept of becoming your own bank through privatized banking systems. Curtis reaffirms his company's, Practical Wealth Solutions, commitment towards helping people set these systems up. His firm utilizes properly structured dividend-paying whole life insurance as a means of storing cash. Curtis heavily discourages the notion of chasing rates of return, instead he encourages listeners to strive for uninterrupted compounding through a system similar to the Banking Life Cycle, which includes earning, banking, borrowing, spending, and repaying oneself.
Highlights
- Common misconceptions seen on the internet about infinite banking
- Curtis’ favorite books on financial planning
- How infinite banking works and the misconception that it is a wealth creation tool
- The importance of understanding the process of banking regardless of the rates of return or spreadsheets
- Why you should not focus on products but rather on understanding the process of banking
- The conventional wisdom on earning money, categorizing it as the "debt paradigm"
- His financial strategy, which involves earning, banking, borrowing against your bank, spending it wisely and repaying from your cash flow
- The need to repay debts and investments, warning listeners not to "steal the peas"
- Why you should start reading "Rich Dad Poor Dad" for understanding how to start earning money, manage cash flows and save profits
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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- Click here to subscribe with RSS
In this short episode, you'll understand the concept of the four pillars of financial security where I discussed the following:
- Savings: Building a financial cushion through regular savings
- Insurance: Protecting against unexpected expenses with various insurance coverage
- Investing: Growing wealth over time through strategic investment decisions
- Debt Management: Minimizing and responsibly handling debts to ensure financial stability and freedom
- Legacy of Wealth and Wisdom
Highlights
- The importance of asking oneself, "What do you want and why?" in financial planning
- A sequence of steps to move from financial dependence to financial freedom
- The importance of having cash and capital in case of emergencies
- The four pillars of a strong personal economy
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
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Kyle Christensen and I explored the natural tendencies that can hinder our path to financial freedom and discussed how we can overcome them. Let's delve deeper into these natural tendencies and explore strategies to break free from their grasp.
This explores several key points:
- Instant Gratification
- Fear of Risk
- Comfort with Familiarity
- Lack of Financial Education
- Social Pressure
This practical insight on overcoming these tendencies offers suggestions for adopting healthier financial habits. He encourages us to prioritize financial education, embrace calculated risks, and shift our mindset toward long-term financial success.
Tune in now!
Highlights
- The decision to start the show on discussing principal-based planning was triggered by the financial noise circulating in the market.
- Debate regarding the real intentions of financial institutions with regards to their clients.
- Connection between the ability to read numbers (financial literacy) and the ability to identify the best investments.
- Discussion on how risk is associated with the level of knowledge one possesses about the subject.
- One more natural tendency people possess is to delegate responsibility rather than holding themselves accountable for their financial decisions.
- Disclosure about the business model of financial institutions and the importance of developing one’s own investing strategy.
- The impracticality of creating 20 or 30 year plans.
- Discussion on 401Ks and the impossibility of knowing when you’ll achieve financial freedom.
- Explanation of the velocity method and why financial institutions prefer it to compounding interest.
- Emphasizes on the need for people to engage and think systematically about their finances.
- Talks about the aim of their financial planning approach, striving to change the way financial planning is done.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Kyle Christensen
- kyle@uniqueadvantage.biz
- Check out this great book Principles Based Planning: https://amzn.to/3t9utDc
- https://www.linkedin.com/in/kyle-christensen-45788b3b
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
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In this short episode, I went live and talked about how the principles-based planning works and how properly structured dividend-paying whole life is a tactic that gives you a certain path to wealth creation. I also tackle how important it is to have an organized and strong cash flow.
Please visit our website: www.practicalwealth.net/. Tune in now!
Highlights
- First principle: Saving 15% of your gross income
- Importance of liquidity and understanding basic economic principles
- Advocacy for investing in cash flow instead of nest eggs
- The three rules of investing
- Why you should start creating an emergency fund
- The importance of understanding financial philosophy
- Steps toward attaining financial independence
- The concept of economic childhood, the reliance on a single source of income, and the restrictions of the wage-earning model
- Focus on becoming a financial master or "Jedi"
- Advocacy for setting short-term goals and measuring progress backward
- The importance of a financial plan or map.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Special Listener Gift Schedule a 15-Minute Call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this episode, I'm honored to interview Tyler King, the Founder of my favorite CRM which is Less Annoying CRM. We discussed the very essence of nurturing customer relationships. Tyler's visionary approach to CRM (Customer Relationship Management) has revolutionized the way businesses engage with their clientele. He shares his profound wisdom on creating not just customers but genuine advocates and partners. Learn how to establish trust, build lasting connections, and make your customers feel truly valued by using their application.
We explore how he began creating CRM technology, the secrets to effective communication, and the power of a customer-centric approach in a digital age. Whether you're an entrepreneur, a seasoned business owner, or someone passionate about enhancing customer relationships, this episode is a goldmine of practical insights and inspiration. Join us as we unlock "The Power of Customer Relationships" with the exceptional Tyler King, and empower yourself to transform your business through the magic of authentic customer connections that are automated and you can access anytime anywhere.
Highlights
- Tyler’s background in developing software and how it led him to create Less Annoying CRM
- How Curtis uses Less Annoying CRM with his assistant for scheduling and tasking.
- How a CRM increases one's business' value
- Ways users can link Less Annoying CRM with Google Calendar and MailChimp
- Different CRM platforms that you can use for your business
- Less Annoying CRM offers: Free, unlimited phone support to help personalize the CRM to a user's specific business
- Curtis’ business strategy, which is broken down into lead generation, data management, and relationship building
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Tyler King
- GET THE EXTRA FREE MONTH ADDED TO YOUR TRIAL: www.lessannoyingcrm.com/invite/1D48F
- https://www.lessannoyingcrm.com/
- https://www.linkedin.com/in/tylermking
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this episode, Curtis May sits down with Monica, an Early Childhood Educator, with more than 20 years in the field who is passionate about adult-child engagement. Among her goals is that every child has an adult who can read and talk with them, which increases vocabulary and comprehension. She is also the author of The Ice Cream Man Is Coming and Our Family Is Different. Both books aim to share the joy of reading for young children, which is the highlight of this episode.
Highlights
- The importance of early literacy, the problems that arise from not reading early, and the positive impacts of instilling love of reading into children
- The construction of libraries in West Philly and the importance of children having a foundation for reading before starting school
- Difficulties many children face in catching up academically if they start school without basic reading skills or even a love for reading
- Crucial role of parenting in a child's education and the need to understand that all children have unique learning styles
- The importance of allowing children to select books that cater to their interests to foster their love for reading and expand their vocabularies
- Encouraging children to create their own stories, promoting parent-child interactions and creativity while building confidence and a love for reading
- The website where all three of Monica’s books can be found
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Monica Allison
- https://my.epublishyou.com/monicaallison
- virtualtutoringandmentoring@gmail.com
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this episode, Curtis May sits down with Dwayne Roberts, the CEO of Dwayne Roberts & Associates LLC, He is a phenomenal Inspirational Speaker, Podcast Host Certified Behavioral Consultant, Influencer, Certified Extreme Execution Coach, and Leadership Consultant. His passion is to impact the lives of men in leadership and personal development.
This episode will help you learn more about leadership and personal development.
Highlights
- Robert’s passion for empowering men and being an inspirational speaker
- The need for discomfort in order to achieve success
- The importance of having personal discipline and a clear vision in life
- Roberts shares a useful acronym related to taking action
- The importance of choosing happiness and success
- Importance of understanding ourselves and then understanding others
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Dwayne Roberts
- Booking@dwaynehroberts.com
- Website: https://www.dwaynehroberts.com/
- Leaders S.H.I.F.T. Community: https://www.dwaynehroberts.com/leaders-s-h-i-f-t-community
- Phone number : (719) 733-3750
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this episode, Curtis talks about the 5 Laws of Gold which is adapted from The Richest Man in Babylon. Also, Curtis promotes the idea of becoming one's own bank using privatized banking systems and focusing on gaining interests rather than spending it. He introduces the concept of infinite banking and talks about involving whole life insurance policies in personal finance.
Highlights
- The First Law of Gold: Start Saving Early
- The Second Law of Gold: Control Your Expenses
- The Third Law of Gold: Make Your Money Work for You
- The Fourth Law of Gold: Guard Your Investments
- The Fifth Law of Gold: Increase Your Earnings
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
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In this episode, Curtis May features Kira Wissman who is an OPERATIONS AND LEADERSHIP EXPERT, and Chris Mannina a SMALL BUSINESS FINANCE EXPERT of KWC, a team of accountants and advisors all dedicated to the founding principle of providing quality personal service.
Highlights
- Fundamentals of accounting and reporting - and their application in the real world
- Motivating staff, communicating effectively, and understanding what employee engagement means
- Optimizing operational efficiency through a practical look at expenses
- Understanding the basics of cash accounting vs. accrual accounting
- Bridging the gap between finance & accounting department and the rest of the organization
- Inventory management and why it is critical to the success of your business
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Kira Wissman and Chris Mannina
- Website: https://www.kwccpa.com/
- https://www.linkedin.com/in/kdw2200/
- https://www.linkedin.com/in/manninastrategies/
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this episode, Curtis May sits down with Joe Pantozzi, my mentor from Alpha Mega Wealth. His wealth management firm devotes effort and resources to Client Education to define: Money versus math; material versus educational wealth; asset wealth management versus wealth management; generational wealth, versus cultural wealth, versus community wealth, etc. Joe believes too many people neglect to understand WHY they want to build up material wealth and therefore miss the mark.
Highlights
- Getting the Capital
- Maximizing your Capital
- Understanding your Capital worth
- Problems of Business owners
- Properly Structured Whole-life Policy
- Be the Master of your Money
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Joe Pantozzi
- Website: https://alphaomegawealth.com/
- LinkedIn: https://www.linkedin.com/company/alpha-omega-wealth
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
In this episode, I'm with my close friend Terri Brown. She is a real estate investor, developer, general contractor, coach, and professional speaker. She is a serial entrepreneur with all of her companies operating with a service impact model. She embodies the essence of resourcefulness and resilience.
Highlights
- How to Build Generational Wealth
- Financial Planning
- Develop yourself Before jumping into Real estate
- Critical 4 critical areas of business
- REAL ESTATE Made Easy
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Terri Brown
- terri@builtto-last.com
- Free Webinar Sign-Up: https://forms.gle/35bnoVyQ4A5DMEmH8
- RME Tickets: https://bit.ly/3ZkroLT
- Youtube: https://www.youtube.com/channel/UClhEjXQ98cFtDvANT1PqzRw
- Instagram: https://www.instagram.com/builttolastsolutions/
- Facebook: https://www.facebook.com/profile.php?id=100076363900754
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with RSS
Joining me today is a really great guest, Chris Finlay, an innovator and leader in today's evolving senior housing and multifamily real estate world! As chairman and CEO at Lloyd Jones, Chris works to expand the company's senior housing interests. His extensive real estate investing experience, development background, and passion for world-class senior living facilities create an exciting opportunity for both seniors and investors throughout the United States.
Highlights
- Equity/Debt Structures and Creative Capital Stack Solutions
- How does the current macroeconomic environment impact CRE?
- Construction, development and repurposing in senior housing
- Acquisition strategies for senior housing, multifamily, and hospitality
- Critical needs and initiatives to help the affordable senior housing crisis
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Chris Finlay
- CFinlay@LloydJonesllc.com
- https://lloydjonesllc.com/
- https://lloydjonesllc.com/members/chris-finlay/
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
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A short episode where Curtis talks about how to teach your kids about finances and for them to be able to save money efficiently by using Whole life insurance with properly structured dividend paying whole life, build capital, understand and manage credit and the three rules of investing. Tune in now!
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Show Notes
- The importance of saving regularly using properly structured, dividend-paying whole life insurance
- Advice on living within your means and constantly expanding them
- Understanding and managing debt
- The difference between good debt and bad debt
- Insights on how the wealthy use debt
- Investing wisely across four asset classes: Business, real estate, paper assets, and commodities
- Retirement is not your objective, it stresses on the importance of creating wealth
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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Curtis interviewed Marty Greenbaum, a 30+ year franchise industry professional, Certified Franchise Executive (CFE), and founder of Smart Franchise Investing. Marty was fortunate to grow up in an entrepreneurial family, his grandfather owned one of the largest specialty printing companies in downtown Chicago and his father was a serial entrepreneur that was a pioneer in the shipping and packaging industry. The foundation of Marty’s business experience comes from his personal involvement in opening 500 stores, serving as Director of Operations, and ultimately as Vice President of Marketing. From there, Marty launched and operated a prestigious franchise marketing agency that served over 120 franchise brands, helping them strengthen branding, connect better with customers, and improve unit revenue and system growth. Marty serves motivated investors seeking to reach their personal and financial goals through franchise ownership. He is a franchise educator and matchmaker that helps people make smart business decisions. Simply, he helps people find the “perfect fit” franchise. His “deep roots” in franchising and detailed knowledge of hundreds of brands have enabled him to become a “top” franchise consultant. Most importantly, he loves what he does. Tune in now!
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Marty Greenbaum
- Website: https://www.smartfranchiseinvesting.com/
- LinkedIn: https://www.linkedin.com/in/greenbaum/
- Email address: marty@smartfranchiseinvesting.com
- Phone number: 702-580-0663
Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Show Notes
- What franchising is and its benefits over starting an independent business
- Statistics on the failure rate of independent businesses
- Who is a good candidate for a franchise?
- The work and commitment involved in owning a franchise
- A piece of advice on reaching out to multiple franchise owners to learn from their experiences
- Franchise disclosure documents and how crucial it is to read and understand them fully with professional help if needed
- Recession-resistant franchises
- Fear and hesitation in getting into franchising and the importance of being fully informed
- How franchising could help in being more intentional about securing a financially stable future
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Curtis interviewed one of his successful clients, Dr. Leslie Becton, who is the founder and Chief Executive Officer of Murrell Community Counseling Services (MCCS), as well as the esteemed Mindset Mastery Coaching. She discusses and offers a transformative approach to help busy professionals overcome anxiety and chronic stress without spending years in therapy. Through this specialized coaching program, Dr. Becton provides valuable guidance and practical strategies, empowering busy professionals to achieve a healthier mindset and enhanced overall well-being.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Dr. Leslie Becton
- Get your GIVE AWAY from Dr. Leslie: https://docs.google.com/document/d/1MK5ZGqBrYzMkI5EUzZrSEqr3AlMKBNYudFFU3v7-vio/edit?usp=sharing
- 215-842-8721
- info@mycoachdrleslie.com
- https://www.linkedin.com/in/leslie-becton-edd-lpc-aba-549a35177
- Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Show Notes
- Balance between physical fitness, financial independence, spiritual fulfillment, and mental stability
- The Mindset Makeover Program by Dr. Leslie Beckton
- The 5 I framework of the Mindset Mastery Program
- How she quit her six-figure job and started a private practice
- Financial planning put into place with help of Curtis May, setting aside 15% of every paycheck
- The 'old school' approach to mental health and his endorsement of seeking help when needed
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If you like what you hear please leave a review by clicking here
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- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
Curtis interviews Dylan Vanas, a digital marketing entrepreneur, founder, and CEO of AgencyBox, a white label platform that has helped more than 3,500 agencies run profitable businesses, and co-founder of Mindful Agency, an agency that works with some of the top personalities and brands in the world, helping them dominate their online presence. His businesses have generated remarkable revenues exceeding $20 million. Dylan has also gained considerable influence on social media, building a large community of hundreds of thousands of followers and assembling a resilient team of more than 75 members. He shares a lot of valuable knowledge that you can certainly use in your business to grow your social media presence and increase sales.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Dylan Vanas
- Website: https://dylanvanas.com/
- Instagram: https://www.instagram.com/dylanvanas/
- Youtube: https://www.youtube.com/@dylanvanas
- Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Show Notes
- The idea of business being an “unknown investment”
- “Social proof” and its evolution over the years
- A strategy for adding value and building relationships with people that you can later promote in your business
- Dylan’s upcoming project that uses AI technology
- His personal journey and the challenges and successes he experienced in entrepreneurial endeavors
- The importance of maintaining successful ventures while also focusing on diversifying income streams
- The range of businesses his agency works with and his platform Agency Box
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- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
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Curtis interviews Mark Jackson, fondly known as “MJ”, who has become the go-to Valuation Specialist for people who want to achieve more in their real estate investing business. In 1999, MJ founded an appraisal company, and soon after found his true gift was analyzing property value for real estate investors. Once MJ began investing himself, the floodgates opened. Since 2000, he has been able to close real estate transactions totaling in the millions. Since 2006, real estate investors both domestically and internationally use InvestorComps to confidently profit every time they buy. MJ also shares a lot of valuable knowledge that you can certainly use in your real estate business.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Mark "MJ" Jackson
- http://markjackson.me/about-mj/
- https://themarkjackson.com/
- https://www.linkedin.com/in/arisetolive
- Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Show Notes
- The importance of understanding property appraisal for investment purposes
- InvestorComps creation and its continued success in the space of virtual investing
- Understanding the specific market area and its nuances to effectively invest
- The transition from evaluating property as an appraiser and moving to an investor for greater profits
- Community benefits from a collective approach to real estate investing
- How real estate investing fits into an overall wealth management strategy that includes financial planning, legacy planning, and risk management
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Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
Curtis interviews Melinda Emerson, known as "SmallBizLady," who is America's #1 Small Business Expert and a media spokesperson, influencer, and keynote speaker. She has been the CEO of Quintessence Group for over 24 years and has a marketing consulting firm that serves Fortune 500 brands targeting the small business market. Melinda also has an online school, SmallBizLadyUniversity.com, which teaches small business growth and online marketing skills. She has been a featured speaker in various media outlets, including The Wall Street Journal, The Washington Post, Forbes, Fortune, USA Today, MSNBC, CNBC, ABC News, Entrepreneur, Inc., Essence, and Black Enterprise. In 2021, HubSpot named her one of the top business coaches in America, and in 2019, Forbes magazine named her the #1 woman for entrepreneurs to follow on Twitter. Melinda is the creator and host of The Smallbizchat Podcast and has published over 5000 articles on her blog, SucceedAsYourOwnBoss.com. She is the bestselling author of Become Your Own Boss in 12 Months. They have discussed some important aspects of marketing and how to build an in-demand brand.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Melinda Emerson
- www.succeedasyourownboss.com
- www.smallbizladyuniversity.com
- www.linkedin.com/in/melindaemerson
- www.twitter.com/smallbizlady
- www.facebook.com/smallbizlady
- www.instagram.com/smallbizlady
- www.smallbizladyuniversity.com
- https://www.youtube.com/c/melindaemerson
- Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Show Notes
- How Melinda became the small biz lady
- Demonstrating practical skill over simply claiming expertise
- The importance of branding and demonstrating expertise as ways to draw ideal clients
- Solving a need for your client with your business and focusing on purpose rather than passion
- The importance of understanding profitability ratios, not just gross revenue
- Defining what you want to be known for in your personal or business branding strategy
- Targeting the right audience and finding strategic partners in business events
- Making the decision to invest in oneself and attend such events, pointing out the tax deductibility of such expenses
- Improving mindset and skill set by attending the event
Review, Subscribe and Share
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- Click here to subscribe with Stitcher
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This is a short episode where Curtis explains the methodology called Principled Based Planning that focuses on helping his client to BECOME and REMAIN financially free.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Show Notes
- Save 15% or more of your total income
- Maximum protection
- Full replacement of assets upon death
- Build and maintain six months to one year of income storage
- Velocity of money
Review, Subscribe and Share
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- Click here to subscribe with Stitcher
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In this episode, Curtis interviewed Garrett Gatton, a full-time real estate agent and growing investor in multi-family and commercial real estate. As the co-host of the RE: Invest podcast, he's passionate about educating other investors so they can pursue their goals and maximize their life through the power of real estate investing. Garrett has experience in joint ventures, and syndications as a general partner and operator. He and his team structure investments to partner with other investors primarily in Ohio and the Midwest.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Garret Gatton
- Garrett.gatton@gmail.com
- 419-604-6625
- Biggerpockets - https://www.biggerpockets.com/dashboard
- Left Field Investors - https://www.leftfieldinvestors.com/
- RE:Invest Podcast: https://open.spotify.com/episode/6OSrU6QG6YtpskEzM59Nis?si=589d0e788f644e3d
- https://www.youtube.com/@reinvestpodcast
- https://www.linkedin.com/in/garrettgatton
- Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Show Notes * Investing for cash flow * Finding which asset class is best for you * Establishing strong broker relationships * The power of working with local banks
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In this episode, Curtis interviewed the host of the Moonlight Real Estate Side Hustles and Syndications Show, Eric Lindsey. He discusses how working professionals and busy people can also invest in Real Estate as a Side Hustle or a Full-Time business. This episode is for the people who have a minimal amount of time to build their Real Estate Businesses. In short, you are individuals looking to make extra income.
Who’s the Guest?
Eric Lindsey has over 17 years of construction experience but has shifted his attention solely to workforce housing within the manufactured homes and apartments sector of real estate. Moonlight Equities has chosen to pursue improving the quality of life for those within our properties. Moonlight Equities has discovered that secure and clean communities produce good people that produce a better society.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Eric Lindsey
- 816-320-6560
- https://moonlightcre.com/
- Eric@moonlightequities.com
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Show Notes * Eric’s backstory of job instability, becoming a union carpenter, and entering the world of real estate investing * Transitioning from being a union carpenter to an entrepreneur and real estate investor * The importance of side hustles, learning, and taking action in your entrepreneurial journey * Example of a millionaire at 28 years old who started with driving Uber and investing in short-term rentals * Mobile home investing as an untapped niche in real estate * Eric’s success story of making a $23,000 profit from wholesaling a mobile home * Real estate syndications as a safer investment vehicle compared to the stock market * How to work with Eric Lindsey and learn more about real estate syndications through his website and podcast * The benefits of real estate syndications, including tax benefits, monthly cash flow and equity gains on selling the property * Discussion of note investing and making profits from high-interest loans for fix and flips * Emphasizing the importance of passive income-generating activities and "mailbox money"
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I interviewed Nina Granberry, one of my outstanding clients who is now a real estate investor with the help of the Becoming Your Own Banker strategy. Nina was able to navigate the real estate market and she has been organized with her finances after working with me. She is even saving up extra money now. Tune in while she tells her story and her best practices toward financial freedom.
Who’s the Guest?
Nina Granberry started her career as a New York City Teaching Fellow (Math Immersion Program) in 2008 and has developed her art of teaching inner city students across the borough for the past twelve years. She has worked with students in public, private and charter schools as well as with gifted and talented students in Hong Kong through Johns Hopkins Center for Talented Youth summer program. Her passion is building strong relationships with students and helping them realize their potential as mathematicians, building their self-confidence through productive struggle, cultivating independence and critical thinking skills.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Nina Granberry
- https://www.edsurge.com/writers/nina-granberry
- https://www.linkedin.com/in/nina-granberry-880944a5
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Show Notes
- Unlearning myths about debt and discovering opportunities in real estate investing
- Going through the process of organizing finances for the first time
- Realizing net worth and feeling empowered after organizing finances
- Documenting the journey as a landlord and real estate investor
- Developing new habits and working on the discipline required for long-term financial goals
- The importance of saving money to buy more assets, create velocity, and generate cash flow
- Ongoing process of growing and learning in financial planning for long-term goals
- Nina's vision for three years from now: Implementing the debt elimination strategy and having more policies
- Taking control of your finances with the help of financial coaches like Curtis
- Developing self-discipline and forming new habits for long-term success in financial freedom
- Getting out of your own head and seeking growth through surrounding yourself with winners and successful individuals
- The importance of experiences and mindset work for personal growth
- The need for taking breaks and getting out of one's environment
Review, Subscribe and Share
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I have interviewed Neil Twa, the founder and CEO of Voltage Digital Marketing. Neil partnered with a local community on a project he believed would be a game-changer. He found out that he was being defrauded and had to quit the project, losing his entire investment. We discuss private label and e-commerce businesses and how you can learn insider strategies on how to build a hyper-profitable Amazon business, achieve incredible growth, and set yourself up for a successful exit in just 36 months, even without any prior eCommerce experience. Don't miss out on this game-changing opportunity!
Who’s the Guest?
Neil is the co-founder and CEO of Voltage Digital Marketing. He has been launching, operating, and growing private label ecommerce businesses for the last 9+ years. As of today, he and his clients have sold over $100 million+ in physical products primarily through the Amazon FBA sales channel.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Neil Twa
- To reach out to Niel text CURTIS at 417-413-4209
- Visit his website: https://voltagedm.com/
- https://www.instagram.com/neiltwa/
- https://twitter.com/voltagefba
- https://www.linkedin.com/in/neiltwa
- Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes - Importance of e-commerce due to a shift from in-person retail to online digital commerce and mobile purchasing
- The Amazon FBA ecosystem and why focusing on private label products creates intrinsic value
- Importance of investing time, energy, attention, and money (TEAM) in building a successful Amazon FBA business
- The growth in e-commerce opportunity and leveraging a 36-month business building strategy to create intrinsic value
- Priorities in business: Fun, people, and profit
- Challenging financial situations in the past, with a family to support and bills to pay
- How e-commerce saved Neil’s family and changed his life, allowing him to spend quality time with his children
- Importance of having accurate and realistic information about the capital needed to start and grow a business
- Why you should have multiple revenue streams and targeting products that have a higher profit margin
- The potential opportunity in targeting Prime members due to their high spending on Amazon
Review, Subscribe and Share
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- Click here to subscribe with Stitcher
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Curtis interviews Seth Bradley, who shares his personal journey and emphasizes self-education in creating passive income and financial freedom. Seth underlines the value of real estate as a hard asset and advises beginners to gain practical experience through various learning resources. He suggests reducing expenses and exploring alternative financing options for those with limited funds. Stressing the importance of due diligence in selecting investments, Seth highlights the role of sponsors in syndications. Finally, he encourages listeners to take charge of their financial future by investing in self-education and diversifying investments for optimal growth.
Who’s the Guest?
Seth Bradley is a real estate entrepreneur and an expert at creating passive income while working as a highly paid-professional. He’s closed billions of dollars in real estate transactions as a real estate attorney, investor, and broker.
Seth is the managing partner of Law Capital Partners, a private equity firm focused on multifamily and opportunistic real estate acquisitions. He’s a former big law attorney and is now the managing partner of his own firm, Bradley Law Limited, helping his clients with their real estate and asset protection needs.
He’s also the host of the Passive Income Attorney Podcast, educating attorneys and other professionals on how to stop trading their time for money so that they can practice when they want to, not because they have to
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Seth Bradley
- https://passiveincomeattorney.com/
- https://passiveincomeattorney.com/seth-bradley/
- seth@passiveincomeattorney.com
- https://www.instagram.com/passiveincomeattorney/
- https://www.linkedin.com/in/sethpaulbradley
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
Show Notes * Seth shares his background and journey from growing up in a blue-collar family, studying medicine, dropping out, and eventually becoming a lawyer * His transition from working in a law firm to investing in real estate and building a portfolio worth over $120 million within a decade * How he partners with people by doing legal work, raising capital, and conducting due diligence and underwriting for his own deals * Exploring the mindset shift needed for beginners to invest in larger real estate properties * The advantages of investing in hard assets like real estate compared to stocks * Advice for those without much capital to invest in creating passive income * The importance of self-education and investing in your financial education * Seth's experience with his MBA and law degree and its relevance to his current work * The importance of learning through practice and actual experience * Properly vetting the sponsor, the market, and the deal when investing in syndications * Taking control of your financial future and investing in your personal education
Review, Subscribe and Share
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In this episode, Curtis May interviews M. Shannon Hernandez, founder of Joyful Business Revolution™. Shannon highlights the importance of organic and email marketing for business growth, noting that businesses often make the mistake of focusing too much on social media marketing instead of growing their email list. She emphasizes that email marketing should be a priority for businesses and suggests creating themed marketing campaigns to solve customer problems. To drive growth and engagement, she recommends tracking success through booked appointments and new clients.
In this episode, you'll discover:
“The Power of Organic Marketing: Increase business cash flow without spending money on advertising”
- How to create values-driven, organic marketing oozing with integrity
- How to grow your business with a simple, sustainable, and joyful marketing plan
Check out her newest book, Practical Joy, continues to inspire and teach people that joy is an inside job. When she is not teaching, she's spreading joy and funding projects that impact the world and its people.
Who’s the Guest?
M. Shannon Hernandez is an expert in how to create values-driven. She is specifically known around the globe for The Content Personality® Wheel and is the Founder of Joyful Business Revolution™, a business growth strategy, and consultancy company that works with coaches, consultants, and service-based owners. She has been called “The Queen of Organic Marketing,” growing nearly a $1 million dollar/year brand with zero ad spend and high profitability. Shannon has been featured on CBS, ABC, FOX, and NBC. She has over 25 years in award-winning curriculum design, working with both the NFL & U.S. Military, and she is a master trainer and teacher.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping:
- https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with M. Shannon Hernandez
- https://joyfulbusinessrevolution.com/
- https://www.linkedin.com/in/mshannonhernandez
- https://www.amazon.com/Practical-Joy-Simple-Cultivate-Everyday/dp/B0BRBVTJ1N
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
Show Notes * The four asset classes: Business, real estate, paper, and commodities, with a focus on business as the fastest path to cash * The importance of building and growing an email list every single week as a foundation for marketing efforts * How engaging on social media is not necessarily marketing, but rather a channel for promotion. * Introducing the Joy Fueled™ Marketing Framework: Built around organic marketing efforts that don't require ads or ad spend * Importance of being seen in action and identified by your target audience * Marketing should be trackable: With clear goals and metrics to determine success * Shannon's marketing quiz: To determine your content marketing personality and which platforms will work best for you * How Shannon's expertise in marketing can help businesses grow their revenue and ultimately save more money
Review, Subscribe and Share
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In this episode, Curtis May and financial expert Craig Wear, discuss the importance of Roth conversions for IRA millionaires. These conversions help avoid significant taxes for both individuals and their heirs. The focus should be on the distribution phase, ensuring net worth maintenance and tax minimization. Craig highlights the significance of finding the right tax bracket and timing for maximum tax avoidance. Individuals should start considering Roth conversions around 55 years old and consult knowledgeable financial planners to avoid mistakes and maximize their financial potential.
You'll discover:
- How to save $2.1 Million of taxes over your lifetime
- How to eliminate the income taxes passed on to your next generation
- How to save $100K in Medicare premiums
- The 5 biggest mistakes IRA millionaires make and how to avoid them
- The 7 questions to determine if you’re leaving a fortune at the doorstep of the IRS Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Craig Wear
- Daniel@GefenMediaGroup.com
- https://craigwear.com/
- https://www.facebook.com/craigwearcfp/
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes
- The "IRA Millionaire" concept and the importance of converting IRAs into Roth IRAs to minimize taxes and maximize net worth
- How to find the optimal strategy for Roth conversions and avoiding too much tax paid upfront
- The biggest mistakes IRA millionaires make such as not converting Roth IRAs at the right tax bracket and not understanding the impact of IRMA on Medicare premiums
- The accumulation theory of retirement planning and how distribution planning is essential for long-term financial success
- Balance in Roth conversion strategy
- Importance of paying attention to retirement finances and not just waiting to be in a lower tax bracket
- Recommended age to start considering appropriate retirement and financial planning strategies
- Case study of a successful financial planning client with tax-free accounts and non-stock market investments
- Potential downfall of not considering tax implications in financial planning
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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In this episode, Axel Meierhoefer and I discuss Breaking the Time Barrier and Achieving Time Freedom through Mentoring. The audience will learn about the importance of accountability, motivation, and feedback in the mentoring process, which can help them stay on track and continue to make progress even when faced with challenges. By implementing the strategies and advice shared, the audience will have a better chance of reaching their project goals and achieving the time freedom point they desire. Learn more knowledge about how to close deals, and practical and actionable tips for leveraging the power of mentoring to accelerate project success, which can ultimately lead to greater personal and professional fulfillment.
In this episode, you'll discover:
“From Start to Freedom: How Mentoring Accelerates Project Success
- Individuals who are just starting in residential real estate investing and want to learn how to do it successfully
- People who have started investing but are not sure how to properly get passive income from real estate investing
- People who are highly interested in generating passive income so they can reach the “Time Freedom Point” when they do not need to exchange time for money anymore and have the freedom to decide what they want to do each day, with their family, their passions and their time
- Individuals who know that they want to invest in real estate but don’t have the right relationships with lenders, insurers, real estate providers, etc. We refer them to our resources to expedite their path to success. Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Axel Meierhoefer
- axel@idealwealthgrower.com
- https://idealwealthgrower.com/
- https://www.linkedin.com/in/ameierhoefer
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis:
- https://aptwithcurtis.as.me/Strategysession Show Notes
- The concept of time freedom: Having enough passive income to cover expenses without exchanging time for money.
- Following the GROWER model to determine goals, current reality, obstacles and opportunities, and actions to be taken in order to achieve time freedom
- Employing regular mentorship sessions to assess and recalibrate actions in pursuit of time freedom
- Using visualization techniques to increase motivation for achieving long-term goals
- Identifying the first property investment ideally closing within the first six months of working together
- The flaws in traditional retirement plans like 401(k)s and IRAs
- How investing in European single-family homes, duplexes, triplexes, and fourplexes can yield significant returns over time
- How investing in real estate allows people to receive passive income and maintain their assets during retirement without having to sell them off
- The importance of having the right mindset, shifting from a victim mentality to a creator mentality in order to take control of one's financial future
- How you can follow Axel Meierhoefer’s work and access the mindset menu
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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In this podcast episode, real estate expert Al Curiel highlights the advantages of note investing, which involves buying and selling property-secured mortgages. The current market offers ample opportunities for such investments, particularly when acquiring discounted assets during downturns. Note investing emphasizes collaboration with homeowners to develop win-win financial solutions. Al also uses infinite banking to fund more note investments, creating cash flow streams while retaining control over properties. Overall, these strategies offer unique investment options for those interested in real estate.
In this episode, you'll discover:
“Real Estate as a Powerful Cashflow Generator”
- Market conditions creating opportunities for expanding real estate Holdings through note investing
- Investing in real estate without dealing with trash, tenants, and broken toilets
- Making money in real estate with a pen rather than swinging a hammer
- Investing in non-performing note Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Al Curiel
- https://www.linkedin.com/in/al-curiel/
- https://associatesinrealestateholdings.com
- al@associatesinrealestateholdings.com
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis:
- https://aptwithcurtis.as.me/Strategysession Show Notes
- Al discusses how he bought a loan, worked with the borrower to make it more manageable for them, and they both benefited in the long run
- How Al helps borrowers in reducing their interest rates and making the monthly payments more manageable
- How through note investing, both he and the borrower were able to come out of the situation in a better place
- Market adjustments prediction and the potential for further opportunities in performing and non-performing notes in the coming months
- The differences between residential notes rather than commercial notes
- How Al uses the infinite banking concept with his whole life insurance policies to fund his note purchases
- Working with investors to share the risk and reward of note investments, offering partial notes and managing the process for the investor
- Al’s three-day webinar to teach people how to invest in notes and integrate mindset through meditation.
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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In this episode, Pedro Moore is a 2x founder and season deal strategist, startup and small business investor, and lover of all things business. He is the Co-Founder of FundingFuel, a small business financing and investing marketplace, host of Earned Interest Podcast, Business School for the Culture. He is also a venture capital advisor to various investors such as Daymond John of ABC’s hit TV show, Shark Tank. He earned a B.S. in Business Administration from the University of Delaware, focusing on marketing and management: he is a family man, a loving husband, and a father.
Learn more knowledge about how to close deals, and deal strategies so you can how to succeed in your business and close more deals, tune in now!
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Pedro Moore
- https://endevr.co/
- https://innovationcapital.com/es-es
- https://pedromoore.com/
- https://www.linkedin.com/in/pedromoore
- https://www.instagram.com/pedro_moore/
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis:
- https://aptwithcurtis.as.me/Strategysession Show Notes
- Pedro Moore's background as an entrepreneur, founder, and venture capital advisor
- Venture capital and private equity and differences between the two
- The importance of trust but verify when analyzing business deals and investing at an early stage
- The advantage of bootstrapping and growing a business through sales before acquiring funding
- Investing in marketing and optimizing existing assets in a business
- Understanding customer pain points and building from there.
- The influence of credit gurus in entrepreneurship
- Focus on the customer, good marketing, and optimizing assets
- How Pedro plays both sides of venture capital and advising entrepreneurs
- Advice on building a buyable business and what investors want to see
- Strong competitive advantage and building a well-oiled engine for businesses
- Comparing business and real estate investment strategies
- The idea of investing in a business to create cash flow, similar to real estate investing
- The importance of having enough money to operate for a few years in new businesses
- Creating an efficient marketplace for small businesses
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
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In this episode, Alex Sonkin and I discuss the Due Diligence Project. The due diligence project is essential for minimizing potential risks and making informed decisions when considering mergers and acquisitions, investments or partnerships. By conducting thorough due diligence, investors can identify any potential red flags, legal liabilities or operational weaknesses that could affect the success of the transaction or investment. For you to know how to succeed in online business, tune in now!
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping:
- https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with with Alex Sonkin
- https://duediligenceproject.com/
- https://www.linkedin.com/in/alexsonkin
- Due Diligence Project Book: https://duediligenceproj.kartra.com/page/book
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes
- Alex talks about his experience in the financial world and how his organization has created the largest independent peer review community of tax-focused CPAs and tax attorneys
- How most CPA firms and law firms are not effective at tax planning due to various reasons such as lack of time, knowledge, and access to strategic resources
- The importance of considering lost opportunity costs when paying unnecessary taxes
- Benefits of having an elite tax adviser who is familiar with finance, as well as having a team of knowledgeable financial professionals who can advise on various aspects of finance
- The importance of raising taxes to pay off the current massive U.S. debt, and the advantages of using life insurance policies as an investment option
- Eliminating income tax for business owners and utilizing non-traditional strategies to create future growth in a tax-free environment
- Putting resources into non-correlated asset classes (such as life insurance policies) to protect against potential risks from real estate, private equity investments, and business ventures
- Playing defense in the current unstable economic climate, focusing on tax strategies and finding secure ways to generate ROI
- Collaborating and connecting with CPAs to provide solutions to clients' questions and concerns, as they are the ones signing tax returns and are trusted by clients
- Acknowledging the significance of humbly admitting when one does not have the answer but having the resources and connections to find the answers for clients
- The importance of having a community and network to find answers for clients and providing support in various domains of expertise
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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"How to be an Active Passive Investor with Neal Bawa" features an interview with real estate investor and educator Neal Bawa. The discussion focuses on strategies for being an active passive investor in real estate, including tips for selecting markets and asset classes, identifying potential investments, and managing risk. Neal emphasizes the importance of data-driven decision-making and the need for investors to take an active role in managing their investments, even when working with passive investment opportunities. Throughout the interview, Neal shares his insights and experience in the real estate industry, providing valuable information for both novice and experienced investors looking to build a successful portfolio.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with with Neal Bawa
- Website: https://go.multifamilyu.com/resources
- Email: info@multifamilyu.com
- https://multifamilyu.com/
- https://www.facebook.com/NealBawaMFU
- https://www.linkedin.com/in/neal-bawa/
- https://www.youtube.com/@MultifamilyU
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes
- The fundamental shift in world governments recognizing that the low inflation phase has ended
- The challenges faced by commercial real estate loans
- The meltdown in the office space market due to changes brought about by COVID
- Future of multifamily investments and the impact of office space trends on the market
- Looking at the whole picture and thinking macroeconomically to make informed decisions
- Resources for macroeconomic knowledge, including Globest.com and industry webinars and newsletters
- The importance of education and understanding the market and the syndicator when investing in syndications
- Being an "active passive investor" and the importance of diligence and knowledge when making investments
- The good news regarding decreasing inflation rates and the strategy to time property investments for maximum profits
- Why you should get properties into contract but not to close on them as a strategy to take advantage of lower interest rates in the future
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
In this episode of the Practical Wealth Show, Curtis May discusses the importance of having maximum protection and playing defense in one's financial planning. He shares his recent health scare story to stress the importance of being prepared for unexpected events. Curtis highlights the importance of having disability insurance and estate planning in place.
Disability insurance can restore cash flow in the event of a disability, reduce financial stress, ensure income continues coming in to maintain one's lifestyle, and potentially fund savings. Curtis advises listeners to consider the total amount they can get, the start date, the length of time the policy lasts, and the definition of disability in their insurance policies.
Estate planning is another critical aspect of financial planning, helping to avoid substantial losses upon death. Curtis discusses the examples of famous estates that suffered significant losses due to poor planning. He emphasizes the importance of having the appropriate estate planning documents and beneficiary designations in place to ensure loved ones receive what is desired.
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes
- Interest in becoming your own bank
- Playing defense and principle-based planning
- Curtis' personal health scare with a stroke
- Importance of disability insurance
- Estate planning considerations and wealth transfers at death
- Types of assets to leave behind
- Role of life insurance in estate planning
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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This Episode is special. I'm with Jessica Fialkovich, a Business Exit Expert, a bestselling author, speaker, and small business advocate. She sold her first business a decade ago and successfully exited it before buying her next business - a business brokerage office. She has since built the fastest-growing and most successful business brokerage firm in the US.
Jessica realized that most business owners who decide to sell their businesses are not prepared for the process, and few experts teach how to sell a business. She founded Exit Factor, an education firm that provides tools to buyers and sellers for successfully and profitably completing transactions.
She is an entrepreneur who has built and sold four startups with her husband and business partner, Al. Jessica enjoys exploring the mountains with her family and attending as many Springsteen shows as possible.
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Coffee connects with Curtis: https://aptwithcurtis.as.me/coffeeconnect
- Connect with Jessica Fialkovich
- Website: Jessica@ExitFactor.com
- Phone number: (720) 443-4450
- LinkedIn: https://www.linkedin.com/in/jessicafialkovich
- Instagram: https://www.instagram.com/jessicafialkovich/
- Skype: JFialkovich
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes
- Jessica is the founder of Exit Factor, a consulting company that helps people prepare to sell or buy a business
- The firm's vision is on helping small businesses, which they believe are crucial to the country's success
- Exit Factor helps business owners adjust their expectations and get their business ready for sale
- Narrowing your focus on growth through acquisition strategy can generate less overwhelm and help you find the perfect acquisition for your unique ability
- Cultural compatibility between businesses is crucial during the transition phase of acquisition
- Exit Factor helps sellers establish the current value of their business and create a roadmap to hit their goal sale price before preparation for sale
- The demographic shift from baby boomers to millennials has contributed to an increase in entrepreneurial activity and a rise in businesses for sale
- Preparing your business for sale should be a priority from day one of ownership
- Exit Factor provides educational resources and programs for sellers and buyers to better understand each other's perspectives and maximize the value of a sale
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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Curtis emphasizes the importance of understanding the concept of infinite banking and advises listeners to think long-range and not to be afraid to capitalize. He also recommends Practical Wealth Solutions, which can help people set up privatized banking systems using properly structured dividend-paying whole life policies.
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Coffee connects with Curtis: https://aptwithcurtis.as.me/coffeeconnect
Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Show Notes
- Properly structured dividend-paying whole life insurance is a great place to store cash and run all your business through your own bank.
- Wealth has to reside somewhere, so think about where you want to store it.
- Your need for finance during your lifetime exceeds your need for life insurance protection, so solve for your need for financing through life insurance cash values.
- Infinite banking is a storage system, not a get-rich-quick plan.
- Infinite banking requires long-term planning and thinking long-range
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
In this episode, Ryan Tansom and I discuss Creating a strategic Growth plan for your business.
So if you want to know what are the 3 financial targets an owner should identify, monitor and measure? How do you create a strategic plan to increase the value of your business, what are all the different ways to exit a business and what are the major differences so you can know the 5 intentional growth principles to give owners clarity to increase the value of their business by beginning with the end in mind? Tune in now!
In this episode, you'll discover:
“THE 5 INTENTIONAL GROWTH™ PRINCIPLES CLARIFY YOUR PATH TO A MORE VALUABLE BUSINESS”
- What are the 3 financial targets an owner should identify, monitor and measure?
- What are all the different ways to exit a business and what are the major differences?
- How do you create a strategic plan to increase the value of a business?
Thanks for Tuning In!
Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below!
If you enjoyed this episode on the 5 Intentional Growth™ Principles to Clarify Your Path to a More Valuable Business, please share it with your friends by using the social media buttons you see at the bottom of the post.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for "The Practical Wealth Show!"
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Coffee connects with Curtis:
- https://aptwithcurtis.as.me/coffeeconnect
- Connect with Ryan Tansom
- https://arkona.io/
- https://arkona.io/podcasts
- https://www.linkedin.com/in/ryan-tansom-4a440710
- Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes
- Getting to know the guest
- The benefits of privatized banking with Practical Wealth Solutions
- Investing in your business and building a virtual culture
- Understanding the Intentional growth framework
- Funding a target equity valuation for business growth
- Investment strategies for executive recruiting firms
- Benefits of passive income and investing strategies
- Business growth and money management
- The challenges of making financial decisions as a business owner
- Financial targets for business owners, business growth, and exit strategies
- The three rules of investing
- Accurate thinking and principles driving strategy
- Intentional growth principles and exit options
- Decision making and risk taking
- Overcoming challenges and finding opportunity in the financial world
- Risk perception and taking market share
- Reflections on five years of payroll and podcasting
- Building a lasting podcast
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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In this episode, I'm with Fred Moskowitz, an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. He teaches the concept that individual investors are able to step into the shoes of the lender, through note investing, and effectively "Be The Bank".
Fred takes pride in collaborating with investors to help them grow and profit in the note space, as well as being a trusted and valued resource in the arena of alternative investments. His new book, titled "The Little Green Book Of Note Investing, has recently launched.
Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below!
If you enjoyed this episode on the function of time in your financial planning, please share it with your friends by using the social media buttons you see at the bottom of the post.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for ours, The Practical Wealth Show!
And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.
Please leave a review right now: https://www.podpage.com/the-practical-wealth-show/
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Coffee connects with Curtis:
- https://aptwithcurtis.as.me/coffeeconnect
- Connect with Fred Moskowitz
- You may connect with Fred at https://www.fredmoskowitz.com/
- Texting the keyword MONEY to 215-461-4433
- Download Fred’s special report on note investing at https://www.giftfromfred.com/
- "The Little Green Book Of Note Investing": Pick up a copy on Amazon here: https://amzn.to/3I0pR49
- https://www.linkedin.com/in/fred-moskowitz-3a92a9
- Special Listener Gift: Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes
- The power of notes and why it should be a part of a diversified portfolio
- Who is Fred Moskowitz?
- How Fred started to turn to alternative investing and building different cashflows
- Defining note investing
- The benefits of investing in real estate notes and mortgages
- Diversifying investment strategies for financial freedom
- How you can start investing in notes
- Different strategies for investing in notes using retirement accounts and life insurance policies
- Optimizing assets and retirement planning
- Managing your personal economy and cash flow
- How you can invest for maximum returns
- Investing in yourself and building wealth
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
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- Click here to subscribe with RSS
In this episode, Brent Turner and I discuss basically three areas in which we help them find money that they're losing unknowingly and then necessarily.
The ThirdBox Process™ creates a competition-free zone in the client’s mind that only you live in. Learn to uncover the millions of dollars people are losing over their lifetime and implement strategies to stop these losses.
In this episode, you'll discover:
- What is ThirdBox?
- Why are they have a whole other level of service
- Planning Strategies for your businesses
Thanks for tuning In!
Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below!
If you enjoyed this episode on the function of time in your financial planning, please share it with your friends by using the social media buttons you see at the bottom of the post.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for ours, The Practical Wealth Show!
And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.
Please leave a review right now: https://www.podpage.com/the-practical-wealth-show/
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Coffee connects with Curtis:
- https://aptwithcurtis.as.me/coffeeconnect
- Connect with Brent Turner
- https://brentturner.net/the-what-if-scenario/
- https://thirdboxadvisors.com/
- https://www.linkedin.com/in/brent-turner-75519486
- Special Listener Gift: Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes
- The freedom of entrepreneurship
- Different ways to learn how to find the money you’re losing
- The different benefits of third box advisors for business owners
- Cash flow management for business owners
- Identifying financial collateral damage for business owners
- What is the lost opportunity cost?
- Common issues faced by business owners
- Strategies for maximizing efficiency in a business
- The consequences of misinformation in business decisions
- Analyzing tax implications of retirement savings
- Impact of retirement distributions on taxation and medicare costs
- Financial MRI and tax deferral strategies
- Changes to Required Minimum Distributions for retirement accounts
- Value of financial planning for retirement
- Transferring business ownership and working remotely
- Leaving a legacy of wealth and wisdom
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
This episode is a short discussion about wealth capture. Your number one asset is you. And so, what do you invest in your mindset, your skill set, and your network who you know, and most importantly, who knows you? And so, our goal, as we call it in our system, is a cashflownaire and get to the glorious position of FU, which is passive income greater than expenses. So, you have to know, if you want to become financially-free, you should feel that financial freedom is a capability. Curtis wants you to save 15 to 20% of your income.
"If you have not acquired more than a bare existence in the years since we were youths, it is because you either have failed to learn the laws that govern the building of wealth, or else you do not observe them."
Thanks for tuning In!
Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below!
If you enjoyed this episode on the function of time in your financial planning, please share it with your friends by using the social media buttons you see at the bottom of the post.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for ours, The Practical Wealth Show!
And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.
Please leave a review right now: https://www.podpage.com/the-practical-wealth-show/
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Coffee connects with Curtis: https://aptwithcurtis.as.me/coffeeconnect Special Listener Gift
- Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes
- The benefits of investing in yourself
- Four rules to keep in mind when it comes to keeping your money
- Steps to start capturing wealth
- The difference between budgeting and forecasting your money
- Defining what is a wealth capture or a wealth coordination account
- How you can make your money work for you
- What the holistic planning process is all about
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
This episode is a short discussion about the function of time in your financial planning.
The following things were discussed:
- Exploring how powerful the time
- What are the issues and roles of compounding, accumulation in time and financial future, and your financial future?
- How much time do you have and creating a Cash Flow
Thanks for tuning In!
Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below!
If you enjoyed this episode on the function of time in your financial planning, please share it with your friends by using the social media buttons you see at the bottom of the post.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for ours, The Practical Wealth Show!
And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.
Please leave a review right now: https://www.podpage.com/the-practical-wealth-show/
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Coffee Connects with Curtis
Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation
Show Notes
- What is the function of time in financial planning?
- The Accumulation Theory: Is it true or is it flawed?
- Accumulation as a function of time
- Reaching financial success during retirement
- The roles of compounding and accumulation in time and your financial future
- Creating a cash flow
Review, Subscribe, and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
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In this episode, George Liu and I discuss generating multiple six figures a year by working an hour a day.
So if you want to know how to run a profitable business, how to triple your revenue in 3 weeks, and how to make and have more time so you can generate multiple six figures a year working an hour a day, tune in now!
In this episode, you'll discover:
How Gym Owners Are Adding $30k In 90 Days, Risk-Free, Without Wasting Money On Ads Or Chasing Leads Down.
- Rebound from bankruptcy to generating $15K a week
- Generate multiple six figures a year working an hour a day
- Easily add $10K a month in additional revenue
- Land 41 new yearly contracts at $200 a month
- Triple their revenue in 3 weeks
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Coffee Connects with Curtis
- Connect with George Liu
- https://www.gympillarsllc.org/90dayht_booking
- https://www.linkedin.com/in/georgel1022
Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation
Show Notes
- Introducing George Liu, the Profit Specialist for gym owners
- His immigrant experience and how it helped his career
- Transforming life through fitness and education
- Investing in mindset and skillset for success
- The story behind his journey in business and marketing
- The power of advertising
- How he helped struggling gym owners during the pandemic
- The challenges of serving as a marketer in the fitness industry
- Building a strong foundation and taking risks for success
- The myths behind being a gym owner
- Leveraging systems to achieve success in the gym and fitness industry
- The challenges of achieving success
- Business strategies for trainers stuck in a rut
- The mental trap of learned helplessness
- Fighting limitations and positioning yourself in the marketplace
- How he understands people in the business
- Marketing strategies in crafting an effective direct response
- The difference between businesses that fail and thrive
- Transitioning from a self-centered to a service-oriented business mindset
- Helping gym owners reach their goals
- How you can leverage your business for growth
- Navigating equity and financial planning for entrepreneurs
Review, Subscribe, and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
In this episode, Stephen Sacks, Founder of Funding Nav, and I discuss dominating your industry by acquiring your competitors without spending your own money.
So if you want to raise some needed funds without giving away equity, dominate your industry by acquiring your competitors without spending your own money, and implement the eight value drivers so you create an asset you can sell at a premium so you can know how to dominate your industry, tune in now!
In this episode, you'll discover:
- Taking advantage of the free £200 billion in loans available to small businesses
- Dominating your industry by acquiring your competitors without spending your own money
- Implementing the eigh value drivers so you create an asset you can sell at a premium
- Increasing the value of your business by making everything replaceable
Learn more about how you can improve your results with creating a scalable system with Funding Nav.
Who’s The Guest? Stephen Sacks is the founder of Funding Nav. He worked for 30 years in the fashion industry and created a brand that was being sold in over 30 countries generating £30 million a year in revenue before being acquired.
Stephen is passionate about helping businesses to grow and become more successful by sourcing the right funding for them. With over 30 years’ business and commerce experience, he can help you unlock the cash available to your business and assist your company to grow at an accelerated rate.
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Coffee Connects with Curtis
- Connect with Stephen Sacks
- https://fundingnav.com/
- https://uk.linkedin.com/in/stephensacks
Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation
Show Notes
- How Stephen Sacks is helping other people
- The transition from running a bigger company to starting his very own business
- Five different ways how they help businesses
- How you can acquire a competitor without spending your own money
- Successful acquisition of a logistic trucking business in the UK
- Exploiting unleveraged assets to create your multi-millionaire status
- Value drivers for business growth
- Strategies for business success in a recession
- Opportunities for secured debt funding for small businesses
- Increasing the value of a business by making everything replaceable
- Retirement and loving what you do
- Benefits of working in retirement
- Investing in yourself for financial success
Review, Subscribe, and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
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In this episode, I'm with my good friend Robyn Smith Haynes.
Robyn is a single mom of two beautiful girls who decided about five years ago to walk away from her marriage. She knew how to do taxes. She had been doing it for her friends. A few years ago, she got certified, and then came the pandemic. So with that, it was like word of mouth got around and everybody's like, well, if you can't go to the place where you normally get your taxes done, Robin can do your taxes for you.
She has two Bachelor of Science degrees in Information Technology. She is a network analyst for a county government in the IT department, and her small business is growing!
It has shown me and a lot of my clients, who mostly are small business owners or they have some type of side hustle or gig work that they do, that it is possible to do your taxes properly and pay as less as possible because her philosophy is let's zero out your tax debt and maximize your refund. And as per her, everybody doesn't get a refund. Everybody's situation's different. But to the best of our ability, you gotta make sure that you get what's due.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Who’s The Guest? Robyn Smith Haynes is a single mom of two beautiful girls. She has two Bachelor of Science degrees in Information Technology and is working as a network analyst for a county government while helping other people with their taxes.
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Coffee Connects with Curtis
- Connect with Robyn Smith Haynes
- rhaynes.aats@gmail.com
Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation
Show Notes
- Who is Robyn Smith Haynes?
- Tax preparation for W2 workers and business owners
- Understanding taxation and filing W4S correctly
- What are penalties, interests, and IRS regulations
- Understanding gig worker tax returns
- What are the tax benefits of home-based businesses?
- Business accounting practices that you should know about
- Business expense justification and separate account creation
- Documenting an annual meeting for a business trip
- How tax preparation works
- Tax deductions and documenting business expenses
- Managing cash flow and documenting for tax purposes
- Business entity formation for sole proprietors
- Benefits of listening to the “How to Become the Bank” Podcast
- Tax extension and increasing your income
- The necessity of taking careful financial steps to avoid bankruptcy
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
In this episode, I'm with my good friend Terri Brown. She is a real estate investor, developer, general contractor, coach, and professional speaker. She is a serial entrepreneur with all of her companies operating with a service impact model.
We talked about financial independence, wealth exposure, and access to individuals and communities that are otherwise disenfranchised and distressed. Terri’s goals are to provide encouragement, education, and empowerment with every individual and community engagement opportunity. She embodies the essence of resourcefulness and resilience.
She is an expert in the following:
- Construction Management
- Buy and Hold
- Wholesaling
- Creative Financing
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Who’s The Guest? Terri Brown is a real estate investor, general contractor, and coach, and professional speaker. She is a serial entrepreneur with all of her companies operating with a service impact model.
Terri has over 15+ years of investing, rehabbing, buying holds, fixing, and flipping projects.
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Coffee Connects with Curtis
- Connect with Terri Brown
- https://btltmr.com/
- https://built-to-last-solutions.mailchimpsites.com/ Upcoming Events
- January 18th at 7 pm: Deep Pockets Over Debt - Free Webinar: Registration link
- January 21st Real Estate Made Easy Masterclass - Discount Code for my viewers: RME200 at checkout
- February 18th WIRE/BTS Event - Convo on Construction and Contracting: Registration link
- Seeking a Real Estate Community To Thrive In: www.betterthansuccess.com (use "terrib" at checkout for a deep discount on membership)
Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation
Show Notes
- Get to know the guest: Who is Terri Brown?
- Common real estate investing mistakes people are making
- Important real estate vocabulary that you should know
- Real estate investing tips and strategies to make your money work for you
- Benefits of hiring a coach or mentor
- Difference between mentors and coaches in real estate investing
- The potential of financial freedom
- Reflection on abundant life
- Transforming your attitude and actions to achieve financial success
- Benefits of mental and emotional intelligence in wealth generation and daily interactions
- Having a defined aim
- Impact of having a poverty mindset on your financial habits
- How you can uplevel your real estate investments through different strategies
- Starting with having a plan and taking action
- Exploring real estate investment opportunities with built-to-last solutions
- Increasing the ability to earn and solving problems for profit
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
In this episode, Patrick Yip and I discuss why investors should consider owning precious metals.
If you want to know why gold is relevant, if crypto is the new gold and if gold is a good investment so you can know how to position your portfolios during an inflationary environment, tune in now! In this episode, you'll discover:
“Why should investors consider owning precious metals”
- How should investors position their portfolios during an inflationary environment?
- Why should investors consider owning precious metals?
- What are the various ways to own precious metals and their pros and cons?
- What trends are you seeing in the precious metals industry?
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Who’s The Guest? Patrick Yip is an expert in where gold fit into your portfolio. He serves as the Director of Business Development at APMEX and OneGold.
APMEX is one of the largest retailers of physical gold, silver, platinum, and palladium, and has sold over $15 billion in products over its 20+ year history. OneGold is a fast growing online precious metals platform that has processed over $750 million in transactions during its first three years in business. Mr. Yip joined APMEX in 2011 and has held roles in Merchandising, Sales, Project Management and Business Development. He played a key role in the company’s 250%+ growth on marketplaces such as eBay, Amazon, and Walmart.
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Coffee Connects with Curtis
- Connect with Patrick Yip
- https://www.onegold.com/
- https://www.linkedin.com/company/apmex-inc/
Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation
Show Notes
- Getting to know who Patrick Yip is
- Why precious metals should be a part of your portfolio
- Expectations with inflation in the US in the coming years
- What are the pros and cons of investing in gold?
- Gold as an investment in inflationary times
- Pros and cons of owning physical gold
- Buying and owning gold made easy: How Apmex works
- What to expect with investing in gold for the years to come
- What is the precious metals reward card?
- How to find out more about precious metals and Patrick Yip
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
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In this episode, Natalie Kolodij and I discuss Multiple ways to generate Tax-Free Income with real estate.
So if you want to Avoid the most common Real Estate Tax Mistakes, Understand your tax return and what questions to ask your Tax Advisor, and how to save on taxes by employing your children so you can learn Multiple ways to generate Tax-Free Income with real estate, tune in now!
In this episode, you'll discover:
“Avoiding the most common Real Estate Tax Mistakes”
- Numerous Tax benefits of real estate
- Understanding your tax return and what questions to ask your Tax Advisor
- Creating Generational Wealth through Employing your children
- Stop your planning for Tik and IG and learn to dig deeper
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Who’s The Guest? Natalie Kolodij is an IRS Enrolled Agent and Real Estate Tax Strategist™. She's worked exclusively with real estate investors since 2017 and cultivates tax strategies for those who are building wealth through real estate. She started her investing journey by flipping mobile homes to resell on owner financing and now focuses on buy and hold.
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Coffee Connects with Curtis
- Connect with Natalie Kolodij
- https://www.kolotax.com/
- https://www.youtube.com/channel/UCofp5qyVGbdVcCR3yV0l15A
- https://www.instagram.com/re_tax_strategist/
- https://www.facebook.com/Kolotax/
- https://www.linkedin.com/in/nkolodij
Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation
Show Notes
- Who is Natalie Kolodij?
- How she got started in the field
- Benefits of real estate investing
- Why should you hire a tax professional for your business?
- Pros and cons of investing in a 401k
- Different types of real estate investments and their tax implications
- Tax benefits for rental properties
- Things to look out for when hiring a tax professional
- Types of costs that you may encounter when renting out a property
- Cost segregation for real estate renovations
- Different types of real estate tax benefits
- Employing your children
- Benefits of paying your kids to work for your business
- Paying for a salary versus giving an allowance
- Setting up payroll and filing taxes for kids at work
- Income shifting for real estate investors
- Withholding the right amount of taxes
- Understanding your taxes
- Why should you file your taxes early?
- How to reach out to Natalie
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
In this episode, I'm with George Waters. Together, George and I discussed how to start from zero to 6 figures with Turo and similar hosting platforms.
So if you want to know how to get started, what types of cars work best, and how to scale using other people's money so you can replace your job income, tune in now!
In this episode, you'll discover:
“Building a car sharing”
- How to get started
- How to buy the cars
- What is the start-up cost
- Do you need an LLC
- How many hours does it take per week
George Waters AKA @thewealthyg is a former wall street financial advisor who built multiple income streams while in Corporate America including investing in real estate renting out vehicles on apps like Turo. Just this year, at age 28, George left Corporate America behind after scaling his businesses to a point where they outperformed his job. Now, he continues to grow his businesses while teaching hundreds of others around the country strategies on leveraging business credit to launch their own car rental businesses and purchase their first or next rental property via a strategy called house hacking without having thousands in start-up capital.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Coffee Connects with Curtis
- Connect with George Waters
- https://www.instagram.com/thewealthyg/
- https://www.thewealthyg.com/
- Learn more about how you can improve your results by building a car rental business here: Building A Car Rental Business
- Discount code RTP
Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation
Show Notes
- Who is George Waters?
- Getting started with the car rental system
- How he started going full-time
- Scaling his car rental business
- How to get into the car rental business
- Making money with rental cars
- Automating your business for more time and money
- The advantages of automating your business
- Two ways to getting approved for a loan
- LLC versus a non-LLC: The benefits of creating an LLC for your business
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
In this recent episode, I sat down with Jacob Vanderslice. I discussed his journey in the real estate state world and how they expand the self-storage business that is downside-protected, recession-resistant, and durable recurring revenue streams. He also mentioned the three ways to invest in the self-storage asset class.
The diverse background of VanWest’s principle allows the company to look at investments outside the traditional, single-focus strategy of many companies. Uncovering value when it is not obvious allows Jacob and his team to maximize investment performance to their stakeholders.
Jacob is passionate about educating investors about self-storage, urban infill repositioning, redevelopment of distressed commercial assets, and other non-traditional investment opportunities. He focuses on investments driven by data and reveals and maximizes opportunities to make a positive and lasting impact in the lives of his clients and investors.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Coffee Connects with Curtis
- Connect with Jacob Vanderslice
- https://www.linkedin.com/in/jacob-vanderslice-02905b16b
- https://www.vanwestpartners.com/
Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation
Show Notes
- How Jacob Vanderslice got his start in real estate
- Different ways to invest in self-storage
- Ways to source real estate deals
- Importance of relationships and deal flow in the self-storage industry
- Why commercial real estate is a good investment in an economy of change
- Inflation-proofing your portfolio with real estate
- Benefits of a recurring revenue stream
- Different types of wealth
- Importance of cash flow
- Being “liquid” in real estate
- What excites Jacob right now?
- Floating rate debt on real estate markets
- Types of commercial real estate debts and their risks
- Kinds of real estate investment vehicles
- Benefits and risks of investing in private real estate
- Diversification in real estate
- Blending multiple metrics when evaluating investment opportunities
- Why you should take action in real estate investment
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
In this recent episode, I sat down with Matthew Ablakan and talked about his journey at a very young age when he began trading Pokémon cards to teach him a variety of skills such as how to negotiate and the importance of demand and supply. As he entered high school, Matthew began to sell Jansport backpacks, hair straighteners, and dog tags to his peers. Не began to dabble in mutual funds on a small scale and began learning more about investing.
Upon entering university, Matthew worked part-time jobs as a cook, waiter, and manager of a couple of restaurants in order to help pay for his tuition.
Matthew is now the Founder and Owner of the Millennial's Choice Group of Companies, a real estate, mortgage, insurance, and education brand. Matthew's track record exudes his professionalism, experience, and most importantly, his persistent care for each and every one of his clients.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Coffee Connects with Curtis
- Connect with Matthew Ablakan
- https://www.matthewablakan.com/
- https://ca.linkedin.com/in/matthewablakan
- https://millennialschoice.ca/
Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation
Show Notes
- Getting to know who Matthew Ablakan is
- How his entrepreneurial path started out at an early age
- The importance of entrepreneurship
- The impact of the rising interest rates on the real estate market
- How to start growing your portfolio
- Benefits of real estate investing
- Different ways to invest in real estate
- Mindsets on real estate investing
- Types of real estate businesses
- The biggest mistake people are making in real estate
- Financial freedom leads you to other freedom
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with Apple Podcasts
- Click here to subscribe with Spotify
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In this recent episode, I interviewed Chase Insogna, CPA, CGMA. He has always loved entrepreneurship and small business, and that is why he focuses on helping fellow small businesses grow. He was in the business for 12 years already and is using his tax expertise and investment insights to save them as much money as possible. Chase also gives insights on how eCommerce business owners can save on taxes and pay the IRS the least amount legally possible.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Coffee Connects with Curtis
- Connect with Chase Insogna, CPA
- https://insognacpa.com/
- https://www.linkedin.com/in/chase-insogna-cpa-cgma-4182539/
- https://www.facebook.com/InsognaCPAs
- https://twitter.com/InsognaCPA
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Show Notes
- Who is Chase Insogna, CPA?
- The importance of saving for business owners
- The traditional way of building a business?
- What makes him and his business different from others
- How is it working with clients from the eCommerce space
- Understanding the four phases of the eCommerce business growth
- Common tax return mistakes of new business owners
- Tips for business owners to lessen their tax payments
- Why should you incorporate your business?
- How to start doing inventory management
- The different types of business owners and how they can build wealth
- Drivers of a successful business
- How should you pay yourself?
- What you need to know when hiring kids for your business
- As an eCommerce business owner, when is the best time to ask for help?
- The best places to reach out to Chase Insogna, CPA
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In this recent episode, I interviewed John Michailidis, MSIRE, JD, an attorney and entrepreneur with degrees in economics, international real estate, and law and the author of the book, Strategic Planning and Investing for Individuals: Asset Protection, Diversification, and Passive Investing for Cash-flow and Lifestyle Liberation. He discusses how everything can be syndicated and why team sport is really important in businesses and lifestyle liberation which is designing what lifestyle you want to live, protecting yourself and your assets, and getting to a place where you are free.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Coffee Connects with Curtis
- Connect with John Michailidis
- https://wealthloop.com/
- https://www.linkedin.com/in/johnmichailidis
- https://www.facebook.com/johnnymich
- https://twitter.com/JohnnyMich
- Strategic Planning and Investing for Individuals by Author John Michailidis - John Michailidis | Strategic Investment Planning and Investing for Individuals
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Show Notes
- Who is John Michailidis?
- What the book, Strategic Planning and Investing for
- Individuals: Asset Protection, Diversification, and Passive
- Investing for Cash-flow and Lifestyle Liberation is all about.
- Strategic versus tactical planning
- The difference between speculating and investing
- Types of investments
- Benefits of diversifying your assetsImportance of lifestyle liberation and mindset
- Difference between hard assets and derivatives
- Gold Index Funds: An asset or a derivative?
- Investment opportunities in real estate and in business
- Attending conferences for aspiring entrepreneurs
- Why should you start with strategic investing?
- Other cool alternative investments that people should know
- Importance of relationships in business and investing
- How diversification in investing works
- Impact of recession on personal economies
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I interviewed Wes Wessel. He has a financial services business with a very unique approach in that they can help people FIND MONEY that they are currently losing unknowingly and unnecessarily. He discussed his approach to helping small businesses using ERC and his goal is to help you get your money back. There's Still Time to Claim the Employee Retention Tax Credit!
His 3 Key Strategies for Retirement:
1) Lower/Reduce Taxes to as close to zero as possible
2) Mitigate/Reduce Market Volatility
3) Make sure you NEVER run out of money
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Coffee Connects with Curtis
- Connect with Wes Wessel
- https://ercspecialists.com/?fpr=curtis75
- wes.wessel@gmail.com
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Show Notes
- What is the ERC tax credit program?
- Getting to know who Wes Wessel is
- Qualifications to take advantage of the SBA disaster and the PPP loan programs
- Applying for the employee retention credit
- How the PPP loan forgiveness works
- Benefits of having employee retention credit for small businesses
- Impact of the CARES act on businesses and families
- The PPP loan forgiveness program
- Benefits of the life insurance agent training program
- The paycheck protection program
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How to give value to the people? What is the purpose of the business?
In this episode, Curtis is joined by Bessi Graham, an award-winning entrepreneur with over 20 years of experience working with business owners, governments, and large funding bodies to bring "doing good" and "making money" back together. Bessi discusses an unparalleled perspective on what makes changes happen. Working with people who have "made it" but haven't found fulfillment, she helps them put their Time, Talent, and Treasure to work in ways that align with their values.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Bessi Graham
- https://benefit.capital/
- https://au.linkedin.com/company/benefit-capital
- https://bessigraham.com/
- https://www.instagram.com/bessigraham/
- https://au.linkedin.com/in/bessi-graham-48a31323
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Show Notes
- Who is Bessi Graham?
- The role of business in creating change
- How to create clarity and flow
- The Decision Cascade: A tool for making decisions in business
- Benefits of using a Decision Cascade
- How to start thinking before acting in business
- The importance of defining your own success
- Difference between your intent or purpose as the business owner and the value proposition to a customer
- Using the both-ends framework for decision making
- The possibility of maintaining a good Work-Life Balance
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In this recent episode, I sat down with a good friend, Jason Rodriguez, CEO of Prominent Insurance Services, an Insurance brokerage agency located in Delaware, covering their regional market area. His partnership with Prominent Insurance brings his strong client-centered skills to the organization.
Jason explains how important for their franchisees is to produce more sales and how they help them in back office work. He discusses how the 5 Trillion insurance industry market works, the value proposition of the industry, and why it is recession-proof.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Jason Rodriguez
- http://www.prominentagency.com/
- https://www.linkedin.com/in/jason-rodriguez-06740028
- https://meetfox.com/en/e/jason-rodriguez-1
- jason@prominentagency.com
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Show Notes
- Who is Jason Rodriguez: How long has he been in the industry?
- The business opportunities in the insurance industry
- What are the benefits of owning a franchise with Oversees Prominent Insurance
- The differences between the Property and Casualty Insurance Industry
- What are the benefits of being an insurance agent in a recession-proof industry?
- Who the ideal franchisees are for Prominent Insurance
- The different types of agents that they are looking for
- What are the franchise opportunities of Prominent Insurance
- How to start and be a franchisee
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In this recent episode, I sat down with Julia Choseed, an Investor, Designer, and Consultant.
Julia is the founder of Brickhouse Builders, a real estate development company that focuses on investing in Philadelphia’s Strawberry Mansion neighborhood. We talk about her 5-year journey in the real estate industry, giving us the definition of House hacking and the BRRRR method to build a whole portfolio, start building a passive income, and even do the smallest deals that can increase your net worth by 50,000.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Julia Choseed
- https://linktr.ee/BrickhouseBuilders
- https://www.linkedin.com/in/jchoseed
- https://www.instagram.com/brickhousebuilders
- https://betterthansuccess.com/
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Show Notes
- The many hats of Julia Choseed: Who is the guest today?
- Understanding the terms: What is house hacking and the
- BRRRR method and how can these methods help you in building your portfolio?
- How Julia started real estate investing even with no money
- Back in time: What she’ll do differently if she’ll go back five years ago
- What is she working on now?
- Using freedom as a driving source to succeed
- Where to get more information about Julia Choseed
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In this recent episode, I'm with John Casmon, a multi-family real estate entrepreneur and marketing maven with extensive experience collaborating with others to deliver profitable results, and hosts the popular and growing real estate podcast, Target Market Insights. We talk about Prosperity Economics, being the CEO of your life, even differentiating destructive debt versus constructive debt, and being financially secure without chasing returns.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with John Casmon
- https://www.casmoncapital.com/
- https://www.linkedin.com/in/multifamily-apartments-john-casmon
- https://www.facebook.com/jcasmon21
- https://twitter.com/jcasmon
- https://www.instagram.com/jcasmon
- Multifamily Insights Podcast
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Show Notes
- The Marketing Maven: Who is John Casmon?
- The risks of having a job versus having a business of your own
- Why investing in real estate is a good opportunity
- What bonus depreciation is and how it can help accelerate the losses on your real estate deals
- When is the best time to buy and start investing?
- How John finds the best areas to invest in and how you can use the process in your own approach
- The purpose of implementing TIF opportunity zone in your process of acquiring real estate properties
- Why branding is critical, even for starters
- The three C’s to attracting capital
- How to reach out to John Casmon and learn more on how he structures deals
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In this episode, Curtis May sits down with KAYR (pronounced KAY-R), co-founder of KAYJAY Consulting. KAYR is a stellar example of a young professional who has benefited from working on Wall Street and building a multi-million dollar real estate investment company with currently over 100 rental units from scratch. Their discussion focused on the misinformation of real estate investing nowadays, starting with LLCs than mortgages with better terms, opportunities to have debts, and setting up short-term goals and long-term goals to get a successful company.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Who’s The Guest?
KAYR (pronounced KAY-R) is the co-founder of KAYJAY Consulting. He is a stellar example of a young professional who has benefited from working on Wall Street and building a multi-million dollar real estate investment company with currently over 100 rental units from scratch.
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with KAYR
- https://www.kayjayconsulting.net/
- https://www.instagram.com/kayjayconsulting/
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Show Notes
- Who is KAYR?
- Should you put your first few properties in LLCs?
- What are the benefits of having your properties under your name versus in your company?
- Umbrella Insurance Policy: What is it and how you can protect yourself and your investments with it.
- The misconceptions of getting properties under your LLC
- Cash is trash: What’s the misconception about this concept?
- Breaking down your goals into three: Short term, medium-term, and long-term.
- How did Wall Street help KAYR build his wealth?
- What KAYJAY Consulting does to help other entrepreneurs grow
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In this episode, Curtis May sits down with Michelle McKenzie. Michelle is the Host of WHERE'S THE FUNDING?, a podcast that she created to bring attention to the limited access to funding and the challenges faced by BIPOC entrepreneurs. She utilizes her strength as a realtor to connect with guests and maximizes her listening and inquiry skills to create a great experience for her guests and valuable content for the listeners. Their discussion focused on the key attributes of successful entrepreneurs, different types of funding, the role women investors play in the funding ecosystem, and how it can create more funding opportunities.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Who’s The Guest?
Michelle McKenzie is the brilliant mind behind the WHERE’S THE FUNDING podcast, a show dedicated to bringing attention to the limited access to funding and the challenges faced by entrepreneurs.
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Michelle McKenzie
- https://www.linkedin.com/in/michellejmckenzie
- https://agazella.com/guest-appearance-wheres-the-funding-with-michelle-mckenzie/
- https://alivepodcastnetwork.com/wtf/
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Show Notes
- Who is Michelle McKenzie?
- How the WHERE’S THE FUNDING podcast started.
- Growing your own business: What’s the foolproof way to start your business?
- The differences between growth and scale.
- What are the benefits of looking for venture capital or private equity types of funding?
- How can you create more funding opportunities for your business?
- How can you start building your network?
- The best way to elevate your mindset
- What is succession planning and how does it work?
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I interviewed Ryan Niddel, a CEO, Board Member, and Entrepreneur. He is also the leading authority on improving companies' revenue by improving EBITDA through increased operational efficiency, lean manufacturing principles, and more. He has helped with the acquisition or exit of more than 11 companies while seeing their collective revenue surpass more than $237M. We talked about Internet Marketing, Monetization of your data, adding Customer Value, and properly layering your asset protection plan.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Special Listener Gift Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
- Call his office - 610-622-3121
- Connect with Ryan Niddel
- http://sleek.bio/dontclickthis
- http://ryanniddel.com/contact-us/
- https://www.linkedin.com/in/exitwealthy
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Show Notes
- Getting to know the guest: Who Ryan Niddel is
- The biggest lessons that he learned through the most challenging times
- How he got started in business
- Treating marketing as in investment instead of an expense
- What happens to companies focusing on marketing only without understanding the consumer’s buying power
- The different ways to understand buyer behavior across different platforms
- The two questions to ask when you’re trying to build a business.
- How to create efficiencies in business
- What is Ryan focusing on now
- The different investments you should start with
- How to get in touch with and learn more about Ryan Niddel
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What is note investing? What are the biggest myths in note investing? In this episode, Jorge Newberry, founder of the company preREO, joins me and we talk about his experience: His success and failures and how he got up, transitioned and became successful in note investing.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Jorge Newberry
- https://prereo.com/affiliate/
- https://www.linkedin.com/in/jorgenewbery
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Show Notes
- Who Jorge Newberry is
- What the company preREO does
- What the three buckets of loans are
- How to use efficiency in building and capitalizing
- How to bounce back after losing money from real estate
- What the biggest myths are about distress mortgage
- How to maximize the gains during recession
- Why property values drop
- How to find more information about Jorge, preREO, and investing in the preREO fund
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I interviewed Brian T. Bradley, a lawyer who specializes in Asset Protection. We talked about making sure your gains are protected against litigation. He also explains how to use increasing levels of protection to ensure you have the right and most cost-effective mitigation strategy for wherever you are on your wealth journey.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- https://linktr.ee/curtmay
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Brian T. Bradley
- https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12
- https://btblegal.com/
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Show Notes
- Meet the guest: Brian T. Bradley
- What asset protection is
- How avoiding probate works
- Building good asset protection through the ECC process
- The downside of using LLCs for asset protection
- The common misconceptions surrounding LLCs
- How the self-settled trust works
- What the different trusts are: How they work and how they differ from others
- The order of progression
- Do you need to have an LLC for every property?
- Why is it important to get your protection set up before you start any operations?
- How to reach out to Brian T. Bradley
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I interviewed Shana James, an M.A. in psychology and DISC certification. She coached thousands of powerful people. We talked about Money, Relationship, and Sex and how they relate, and how to have more of it and get better with all.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Shana James
- https://shanajamescoaching.com/
- https://www.facebook.com/truesuccessformen
- https://www.linkedin.com/in/shana-james-3004065
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Show Notes
- Who Shana James is
- How Shana helped Curtis arrange his life
- What mastering your attention means and how it works
- What are the effects of noticing and paying attention to other people and your finances
- How to handle a feeling of lack
- Why talking about your financial goals and creating relationship goals should be discussed separately
- How to effectively cope with anger, frustration, or snakiness in a relationship
- How to get in touch or learn more about Shana James
Review, Subscribe and Share
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What is banking and what problem does it solve? What are the things that you need to do to build a legacy of wealth and wisdom? In this episode, Joe Pantozzi, CEO and Founder of Alpha Omega Wealth, joins Curtis to talk about the importance of knowing the concept of Becoming your own Banker, Infinite Banking, and Private Reserve Strategy.
They also tackle the difference between capitalizing and investing, what the bank can do that you can do, and what are the things you need to build wealth.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Text Be the Bank to 55444 to get the free report
- Call his office - 610-622-3121
- Connect with Joe Pantozzi
- https://www.linkedin.com/in/joe-pantozzi-941a073
- https://alphaomegawealth.com/joe-pantozzi/
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Show Notes
- Who is Joe Pantozzi, the Godfather of Infinite Banking?
- How he learned the idea of the infinite banking function
- What the connection is between how the bank and money works
- What the difference is between capitalizing and investing
- Why people are investing in real estate properties
- What the important questions to ask your agent are
- How the money management system works
- Who are the people you should follow if you are building your wealth
- What is the connection between your wealth plan, riches, and net worth is with your rate of return
- How you can deconstruct your personal economy to get control of the majority of your money
- What the 15 laws of growth are
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I interviewed Anthony Lawson, a Diligent Real Estate Investor Specializing in Commercial Estate. We spoke about building assets and how he keeps on growing his portfolio from New Jersey to the Midwest.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Anthony Lawson
- https://linktr.ee/AnthonyLawson
- https://www.facebook.com/groups/375688897731792/
- https://grouphomemastery.com/
- https://safespacehousing.com/
- https://www.instagram.com/anthony_theinvestor/
- https://www.facebook.com/profile.php?id=100026096768547
- The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make
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Show Notes
- Guest spotlight: Who is Anthony Lawson?
- What the wholesaling business looks like
- How Anthony started with real estate
- What healthcare requirements are required that an investor should know
- What makes money your number one asset
- What is Anthony excited about for the next few years? What opportunities is he seeing?
- What the “F U System” is
- How money works
- How money can work for you
- How to learn more about Anthony
Review, Subscribe and Share
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I interviewed George Vrban, a Retirement Mortgage Specialist and Branch Sales Manager. George has been in the mortgage industry for the past 20 years. He is currently working with Fairway Independent Mortgage Corp in Fla, GA, IL, TN, SC, NH, LA, MS, HI, WI, PA, MN, DE, MI, MD, WVA, AL, DC, and TX helping seniors improve their lifestyles through a HECM.
Together, we talked about everything about Reverse Mortgages: The front and ongoing costs, the variable interest rate, the ever-rising loan balance, and the reduction in home equity.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with George Vrban
- https://www.linkedin.com/in/george-vrban-549b25a/
- https://www.fairwayindependentmc.com/George-Vrban
- george.vrban@fairwaymc.com
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Show Notes
- Who George Vrban is
- How he helps family and clients
- The safest loan in the US
- The difference between retiring and being financially-free
- What happens once people retire
- How reverse mortgage works
- Three different outcomes can happen when you do the appraisal of your home and mortgage
- What are the common myths around Reverse Mortgage are: Are they true?
- Ramifications of working with people with sickness or disabilities that need long-term care: The different strategies
- What the Your Personal Economic Model is
- How a retirement mortgage specialist like George can help
- How to reach out to George
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I interviewed Dr. Pat Boulogne, Certified Functional Medicine Practitioner, Coach, Chiropractor, Speaker, and Author. We talked about the importance of Health and Medicine towards success and Grim Reaper Syndrome.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Dr. Pat Boulogne
- Why... Are You Sick, Fat, and Tired?
- https://healthteamnetwork.com/
- https://www.linkedin.com/in/drpatboulogne
- https://www.facebook.com/AskDrPat/
- https://www.instagram.com/drpatboulogne/
- https://meetdrpat.as.me/gac
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Show Notes
- How impressive Dr. Pat Boulogne is
- What the idea is behind the book, Why... Are You Sick, Fat, and Tired?
- What radical medicine is
- How the big little things can bring long-term benefits
- What the Grim Reaper Syndrome is
- What are the differences between Western and Eastern medicine and disciplines are
- Why do you need to have control over everything that you put in your mouth
- What the five pillars of health are
- What nine before nine is
- How to get the book, Why... Are You Sick, Fat, and Tired?
- Where to find more about what Dr. Pat is doing and how to reach out to her
- What to watch out for: The next topics for the quarterly podcasts
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I interviewed Pierceson York. We spoke about the Deferred Sales Trust, a capital gains tax deferral strategy that allows business owners to defer capital gains tax and reinvest the funds across many different assets.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Pierceson York
- https://capitalgainstaxsolutions.com/
- http://nerium.com/default.aspx?ID=pierceson
- https://www.linkedin.com/in/pierceson-york-22404344
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Show Notes
- Guest Spotlight: Who Pierceson York is
- How can you exit like a millionaire
- What are the different ways to defer the tax
- What a 1031 exchange is
- What the deferred sales trust allows you to do
- How the velocity method works
- What Pierceson’s process is
- How having a professional time can help you not only in managing money, but also in taxes, loans, and investments
- Why would a professional who doesn’t know Pierceson and his team trust their clients to them?
- How to reach out to Pierceson York
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Everyone wants to know the secret to building wealth, but not everyone has the time or patience to read through a bunch of books or articles nowadays.
Join me in this short discussion as we unfold the bank strategy and financial principles that will help you become and remain financially free.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Budgeting Stinks Report
- Perpetual Wealth by Kim Butler
- Building Your Warehouse of Wealth by R. Nelson Nash
- The Richest Man in Babylon by Benjamin Graham
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Show Notes
- The best place to store cash
- Practical Wealth’s framework for clients is to become and remain financially-free
- Why some people were able to earn a lot of money, even during the pandemic
- What lifestyle ceiling is
- The rule of wealth once your money hits your account
- Why should you use your permanent insurance as a family fund?
- How you can get money in the green
- What the difference is between investing and speculating
- Why do you need to focus on creating new money and prosperity than focus on fear-based hoarding
- The four things that you need to do at a dollar spend
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I interviewed Best-selling author Curtis L. Jenkins. We spoke about his new book "Vision to Reality, Stop Working, Start Living" which details this approach and serves as a guide to business leaders who want to grow their companies to 7 and 8 figures.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, or 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Curtis L. Jenkins
- https://cljassoc.com/
- https://www.facebook.com/thecurtisjenkins
- https://www.linkedin.com/in/curtis-jenkins-pmp
- Vision to Reality, Stop Working, Start Living book
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Show Notes
- Who Curtis Jenkins is
- How much cash do you need to start a business?
- What a Visionaire is
- Who was this book written for?
- What the most important thing in a business is
- What is the Realization Framework Experience
- How is the book organized
- What is the meaning behind the title, Vision to Reality, Stop Working, Start Living
- How you can create accountability for clients to make sure they stay on track
- How to take the vision to reality
- What the difference is between being self-employed and being a business owner
- What’s the one thing that people should walk away with from the book
- Why should you learn your cash flow and numbers
- Where to find more about Curtis Jenkins
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I interviewed Jay Conner and we had a fascinating discussion about raising private money. He has a system where he teaches his students how they could get from no money to 500k available in 30 days.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Jay Conner
- 7 Reasons Why Private Money Will Skyrocket Your Real Estate Business
- https://www.jayconner.com/
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Show Notes
- Who is Jay Conner?
- What private money is
- How private money works
- How Jay started with raising private money
- How he was able to get 44 private lenders without asking people for money
- How to find deals
- What the importance of lead generation is
- Why Jay uses private money
- When do you need private money
- What arbitrage is and how it works
- What’s his preferred exit strategy
- The different ways to find and learn more about Jay
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Do you stress over money issues? 90% of the population has been taught nothing about handling money effectively. In this episode, Rennie Gabriel a TEDx speaker and the author of the award-winning, best-selling Wealth On Any Income joins Curtis to discuss the Three Secrets the Wealthy Know that You Don't.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Rennie Gabriel
- https://wealthonanyincome.com/
- https://www.facebook.com/WealthOnAnyIncome/
- https://www.linkedin.com/in/rennie-gabriel-700686/
- Wealth on Any Income book
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * What Rennie Gabriel’s background is * What his struggles were all about * How bad things were for Rennie when he started * Why did his income go up * What are the three secrets of wealth * How wealthy people’s perspectives are different from others * What the investment strategies of rich people are * How he manages cash flow * What the Wealth with Purpose program is
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What is a cryptocurrency and how does it work? What is the difference between bitcoin and blockchain?
Christopher "Sea Will" Williams joins me in this episode. Christopher always had a passion for technology, entertainment, and culture. This helped him shape his future and focus. Higher education, community organizing, and a wide range of work experience allowed him to develop his interests even further. Now, he owns and operates Passive Income Network, which represents a combination of all his passions and skills.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, or 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Christopher "Sea Will" Williams
- https://www.seawillpdx.com/
- https://www.instagram.com/seawillpdx/
- https://www.youtube.com/channel/UC4ePYccjB4dtEaNV1cVWORw
- https://twitter.com/seawillpdx
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Show Notes
- What Christopher "Sea Will" Williams’ background in crypto and how he got started
- What the important terms surrounding cryptocurrency people should know
- Why a lot of people, companies, and even countries are considering using crypto for their transactions
- How did Sea Will start making money and why should you reconsider positioning some of your capital
- What the concept is behind the crypto coins like NFT
- What the use of NFTs are
- What algorithm blockchain is
- How to follow Sea Will and get more information about him
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Alejandro Szita is a California & Florida mortgage broker. A real estate and mortgage professional since 2005, he has seen the world of real estate finance from all angles—commercial, residential, and capital raising. In this episode, we had a great Macroeconomics overview of where lending fits and how it helps to create wealth.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Alejandro Szita
- https://prosperity-lending.com/
- https://prosperity-lending.com/book
- info@prosperitylending.us
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Show Notes
- Who Alejandro Szita is
- What he teaches his students
- What capitalism means
- Is it true that resources are scarce?
- The principles of money and exchange of transactions
- How mortgages help people create wealth
- What’s the difference between how he sees his clients versus when he begins to underwrite them and help them get out of debt
- The number one mistake that people assume
- How you can document your income
- Why is it a good time to buy a property now
- How rich people get their money
- How Alejandro was able to grow wealth, both of his own and of his community
- Where to find Alejandro
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In this episode, Curtis May sits with Penelope Jane Smith. Penelope is the premier financial freedom coach for women entrepreneurs and the go-to expert for some of the biggest names in the conscious business industry. They talk about why having a money date with yourself is essential. They also discuss making money and growing money as two different skill sets. You will also learn to become financially free in five years or less.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Show Notes
- Helping women entrepreneurs get a handle on their money
- Gender bias approach in financial planning
- Then end of the spectrum: the real financial freedom
- Become financially free in five years or less
- Making and growing money
- The cashflow game
- The prosperity cycle
- Investing is not buying; it is becoming
- Your #1 asset is YOU
- Money date: A system with four parts
- Improving your education from live calls, workshops, and mastermind sessions
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Text BFC to 33777 to get a free report * Connect with Penelope Jane Smith * Youtube - https://www.youtube.com/c/PenelopeJaneSmith360 * Facebook - https://www.facebook.com/penelopejanesmithbusinesspage/ * Website - https://realprosperityinc.com/ * LinkedIn - https://www.linkedin.com/in/penelopejanesmith/ * Twitter - https://twitter.com/PenelopeJane360 * Checklist - https://realprosperityinc.com/moneydatechecklist/ * Financial Freedom Formula - https://realprosperityinc.com/financialfreedomformula/ * Gift from Penelope - https://realprosperityinc.com/scholarship/
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This episode is going to talk about the "Miracle of Compound Interest".
Financial advisors constantly use compounding interest calculators to project and predict future values for their clients. The problem with that is that stocks, bonds, and mutual funds don’t compound interest. In fact, no investment does. Stocks don’t compound interest. They appreciate and they depreciate in value. That’s not the same as compounding interest.
Understanding this truth also sort of demolishes the entire use of the phrase, “the miracle of compound interest” (supposedly by Einstein), as it relates to investments. It’s simply not applicable. Compound interest calculators, therefore, are generally used as a marketing tool to sell investments. They are not real predictors of what is going to happen and are generally a bad way to choose an investment. Calculations and projections are not a good substitute for real knowledge about an investment.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
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Show Notes
- The topics for today’s episode
- How soon will your money double once you start investing
- The common misconception with investing and inflation
- What the problem with stocks, bonds, mutual funds, and ETFs are
- How compounding works
- What the first rule of wealth is
- The three rules of investing
- How you can get a free interest report
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In this episode, I discuss Parkinson's Law. The first law is "Work expands to meet the time allowed.” The second law, "A luxury once enjoyed becomes a necessity." The third law, " Expenses rise to meet income.” I also shared the principles and systems I use to beat Parkinson's Law.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Text BFC to 33777 to get a free report
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Free Ebook Financial Planning Has Failed
Show Notes
- What infinite banking is about
- The different laws of Parkinson’s Law
- A luxury once enjoyed becomes a necessity
- Is it true: If you make more, you'll spend more?
- How principles drive strategy
- How the cashflow map works
- What are the principles and systems to beat Parkinson’s Law
- How you can get a free budgeting report from Curtis
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Sue and Craig are owners of Richey Property Management, a residential property management firm in the Northern Virginia area which is just outside of Washington DC. Sue is the Broker of the company and has been in the real estate industry since 1997 and Craig is the COO. They both started in the real estate business selling homes and were successful Realtors. When they started buying investment properties in the early 2000s, they knew they were hooked and over the years have bought and sold many rental properties.
In 2006, they started Richey Property Management and as the market was headed for a downturn, the property management business began to grow as people weren’t buying and selling but still needed a place to live so people were still renting. Since then they have grown the property management business to today currently managing around 700 single-family homes. They are active investors as well and own several investment properties of their own.
In the business, Sue’s focus is on sales and marketing while Craig really manages many of the financial aspects and legal and compliance. They have built a great team over the years, and together they work hard to create the best experience possible for their clients.
Both Sue and Craig are passionate about travel and have traveled all over the world. They have three children who are grown now and their son also works with them in the business.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Sue and Craig Richey
- https://www.richeypm.com/
- https://www.youtube.com/user/RicheyPropertyMgt
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Show Notes
- Who the guests for today are and how they got started in property and investment management
- How Sue and Craig Richey determine success
- The thought process as they run their business
- Mistakes that people make when managing their own properties
- When is the right time to get the services of a professional
- Transferring risks using insurance and trusts
- The three pillars of protection
- What Sue and Craig are excited about for the next two to three years
- Where and how to reach out and get in contact with Sue and Craig
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I interviewed Heather Dreves and we discussed how to do Due Diligence, a 3rd party company called Verivest. She shared information regarding buying notes and what are the important things to know before investing.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Heather Dreves
- https://securedinvestmentcorp.com/
- https://www.linkedin.com/in/heather-dreves-6204a242
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Show Notes
- Who is Heather Dreves?
- The different types of clients Heather is usually working with
- What the four asset classes are
- Using self-directed IRAs to grow accounts tax deferred
- Understanding who your borrower is
- The reason for giving foreclosure notices
- What the process of buying notes to foreclosures work
- The downsides of buying notes
- Is the fund more of a appreciation or cash flow back into the IRA
- The two funds available for their company
- Purpose of doing compliance with operators handling your money
- Educating clients who want to start investing in real estate
- How to reach out to Heather
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I interviewed Marcin Drozdz, the Managing Partner of M1 Real Capital. We talked about the E.A.S.Y System to Raise Capital, why raising capital is important for an entrepreneur, and at what point should they start thinking about raising capital.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, or 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Marcin Drozdz
- https://www.marcindrozdz.com/
- https://m1realcapital.com/: M1 Promo Code will get you a 15% discount on the ticket
- marcin@marcindrozdz.com
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Show Notes
- The difference between buying 20 units and 200 units, fundamentally, is like you just said, just a few zeros
- Should you have a deal and then try to raise money or raise money before working on the right deal?
- How long does it take you to be an expert in anything
- The deal is the last piece of the equation
- What the E.A.S.Y System is
- Creating a call to action
- The best ways to get in touch with Marcin
- The M1 Real Capital Conference
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In this episode, Curtis May sits with Mark Podolsky. Mark Podolsky is widely considered to be the country’s most trusted and foremost authority on buying and selling raw, undeveloped land. He is known as “The Land Geek.”
Mark shares his journey into the world of buying, selling, and leasing raw land as an investment. We also talked about how to free yourself from solo economic dependency in three ways.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Highlights
- Mark Podolsky’s book: Dirt Rich
- The cashflow game
- Getting yourself to financial freedom
- Land investing business
- 300% margin of safety
- Scaling other people’s money and software
- Leveraging technology
- Due diligence process: 5 stages of contracts in software system
- 3 steps on how to free yourself from solo economic dependency
- The accumulation theory
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Mark Podolsky * http://www.thelandgeek.com/ * The Investors Tool Kit * Book - Dirt Rich
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In this episode, Curtis interviews Waleed Cope to talk about business. Waleed is an entrepreneur, investor, and small business advisor who has developed multi-million-dollar companies. Based in New York City, Waleed draws on his years of laundry operations experience to make The Soap Box a premiere laundry, dry cleaning, and sneaker cleaning enterprise in the region. He has leveraged social media to build a dynamic network of other business owners and subject matter experts.
He shared the most significant takeaway that he learned that helped him grow his business during their conversation. Waleed welcomes the opportunity to share his insights so the industry can grow together.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Highlights
- Revolutionizing the business industry
- Incorporating technology into the business
- Advantages of putting your business on social media
- Experiences of running a dry cleaning service
- Importance of having a network
- Why going to college is not significant when it comes to business
- Listen, learn, and execute
- How openness to drowning in your mistakes will teach you how to swim
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Waleed Cope * Linkedin * Website * Facebook * Instagram * Twitter
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In this episode, Curtis interviews Bryan Bloom, a financial advisor, author, and CPA for over 35 years. They sat together to talk about Bryan's experiences, and he also shared some ideas regarding the miracle of compound interest. Bryan started working in the field around 15 years ago, assisting people in making reasonable retirement plans. Over the past years, he learned a lot about how different financial tactics and financial products work and, more significantly, why they don't.
Now he has written five books. His book The Confessions of a CPA series explains why everything I was taught as a CPA has proven false. If we follow what we are taught in academics, traditional planning, and the popular media, we have little chance of succeeding.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Highlights
- Discussion on temporary death benefit reduction
- What is debt with the lens of a CPA
- The use of a permanent insurance policy
- Choosing the right insurance company
- Storing liquidity in ETFs and the importance of being liquid
- Opportunity cost as a financial concept
- Income and retirement
- IRA and 401k plan
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Bryan Bloom * Books: * Confessions of a CPA: Why What I Was Taught To Be True Has Turned Out Not To Be * Confessions of a CPA: The Truth About Life Insurance * Confessions of a CPA: The Capital Equivalent Value of Life Insurance * The America Group - https://www.theamericagroup.com/imt_team/bryan-bloom/
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I interviewed Culin Tate, a serial entrepreneur, owner, and host of eight Airbnb properties, Airbnb ambassador, short-term rental coach, author of Host Coach, and speaker. We talked about his experiences, he shared his knowledge, tips, and tools. We also talked about why Airbnb investing is the most stable and efficient way to create wealth. Culin Tate is a serial entrepreneur, owner, and host of eight Airbnb properties, Airbnb ambassador, short-term rental coach, author of Host Coach, and speaker. His mission is to share his experience, knowledge of specific tools and software, and the systems he has created to harness the unique opportunity of short-term rental investing so that others can enjoy a life of financial freedom to live their why.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Highlights
- How Culin started with AirBnB after his first venture into real estate didn’t work out
- Why he believes that AirBnB is the most stable and efficient way to create wealth
- What the four asset classes are
- How to look for profitable properties for short term renting
- What are the tools to use when doing your research and building your forecasting and numbers
- What are the two important traits to have if you’re looking to be a short term investor
- How COVID impacted his investments in travel
- How you can create more value by using technology
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Culin Tate * https://www.hostcoach.co/ * https://www.instagram.com/host_coach * Host Coach on Amazon
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In this video, I discuss the framework of how my firm teaches banking: We teach the 5 Principles of Personal Finance. The two points I'm making are that this is about ownership and that the premium is the solution, not the problem.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Text Bethebank 55444
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * The five principles of personal finance - 0:58 * If you don’t know the problem, the solution doesn’t matter. - 2:19 * The great thing about the think tank. - 4:47 * What infinite banking is about. - 7:50 * Velocity is how fast money moves. - 9:22 * The two kinds of businesses that everybody should have. - 13:43 * Infinite banking is an exercise, an imagination, prophesy, and logic. - 17:09 * How most money is lost. - 20:52 * The challenge for everyone. - 23:00
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Things will eventually take control of your life if you do not take ownership of them.
Curtis interviews Elliott Holland, an entrepreneur, small business buying expert, and founder of Guardian Due Diligence. Their discussion focused on owning a business, who should do it, and why they should do it. They also go over how to determine which business to buy and where to look for it. This episode also teaches folks who don't have any money to finance these things.
Tune in to learn why to take ownership, accept capitalism, accumulate money, buy things with real value, and the common mistakes that Elliott notices people doing while purchasing a business.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Elliott Holland
- https://www.linkedin.com/in/elliottholland/
- https://www.guardianduediligence.com/
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Show Notes
- Welcoming Elliott Holland -1:19
- Who is buying a business for and why should people think about it? - 2:39
- Finance is learnable - 5:14
- Buy a new business every year: a great way to grow - 6:14
- How to get in the game: what deals to look for? - 8:14
- The industry and the fundraising - 11:26
- Covering the advisors: legal lawyer and due diligence officer - 14:27
- Stakes Elliott observed with his clients - 20:00
- Strategic reason on why to charge people full price - 27:20
- Is business buying a job?: building new cash flows - 29:14
- High demand, upward trend, and presence of profit margin - 32:39
- It is all about ownership and mindset: entrepreneurs should solve problems - 34:24
- Upsells are pure profit: pay attention and see what is going on to be a producer- 39:18
- The owner gets everything that anybody cannot take - 40:27
- Next level of evolution: take the fake and buy the real thing - 41:52
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In fewer than five years, how can you achieve financial independence? What steps are you planning to take to begin scaling? Curtis May welcomes Anthony Lee and Lorenzo Jackson to discuss how the real estate industry may help people achieve financial freedom! Anthony is the owner of A. Lee Real Estate, and Lorenzo founded the Jackson Rental Homes.
Anthony and Lorenzo believe that people can achieve financial independence within five years of hustle in real estate. However, to achieve that success, one must be familiar with the proper methods, processes, and procedures. Mindset, mental care, and numbers are the crucial variables that need to be considered.
The guests emphasize that we must break away from the survival mindset in this modern time, where information is readily available. Thus, they will teach you how to let prosperous thinking flourish. In that way, you can help others to become successful too.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Lorenzo Jackson
- Website
- Connect with Anthony Lee
- Website
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * How Lorenzo got into real estate - 1:39 * A crooked path: Anthony’s journey towards being a realtor - 3:04 * Using your license to help others - 6:10 * Getting into business early - 7:43 * The power of coming in together - 8:57 * Why it is okay to be lesser than others - 10:23 * Compete don’t compare - 13:09 * The true meaning of being “financially free” - 13:40 * The Prosperous Mindset vs. Survival Mindset- 17:04 * Importance of helping the community - 19:54 * Building your own blueprint: start with yourself, work on your mindset: getting a mental therapy - 29:00 * The cheat code towards scaling - 32:12 * Keep going and know your numbers - 34:10 * Essence of starting with “how much do you want to make?” - 35:01 * How to be involved with Anthony and Lorenzo - 41:41
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What is the difference between a home and a house? How can you break away from emotional attachments that cloud the mind during crucial business decision-making? In this episode, Curtis sits with Janet Fields, CEO of property management business Oak Trust Properties, to discuss why families are shifting to real estate investing. Janet first became interested in the industry when her parents began flipping houses and included her entire family in the renovation process. She and her staff now manage rental properties to ensure that owners get the best possible return on their investment. The majority of her clientele regard real estate as a source of retirement income.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Janet Fields
- Website
- Download Free Marketing Plan
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Who is Janet Fields? - 0:20 * Tangible Asset Portfolio: great control, manipulation, and returns - 1:15 * Janet and their real estate family project years ago - 2:48 * Families shifting to real estate- 5:10 * Pitfalls of being emotionally attached- 6:17 * Difference between a house and a home: looking at properties critically - 7:54 * To be an investor, make decisions based on numbers - 11:01 * Janet’s philosophy on running her business - 12:50 * How to properly vet property managers - 15:15 * Business is a team sport: success should be mutual - 18:12 * Additional significant information to know about property management- 19:46 * Which type of clients do Janet and her team serve? - 21:41 * Buying your time back - 24:40 * How to reach Janet out? - 26:33
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"Do something you love, something you are good at that people will pay you for, and you will never work a day in your life." -Jay Jones.
In this episode, Jay Jones joins Curtis to talk about his book New Black Wallstreet. Jay Jones is a serial entrepreneur, author, coach, speaker, and podcast host of "Black Entrepreneur Blueprint." He works with Black entrepreneurs worldwide to help them launch, build, and grow successful, sustainable businesses.
Jay shares that technology, mainly e-commerce, has nowhere to go but up in the future. Thus, he wrote his book to help uplift black businesses and introduce them into the e-commerce space. However, he always reminds people that business thrives on combining passion with problem-solution ideas. Business, as he perceives, should not have to be sexy, it just needs to be profitable.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Jay Jones
- YouTube
- 15-week Brand Building Implementation Program
- Black Entrepreneur Blueprint Academy, Podcast, and Website
- New Black Wall Street Book
- Educated E-commerce: https://bit.ly/3opD6E6
- A new black Wall Street: https://bit.ly/3AYHsHr
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes
- Jay Jones and his ups and downs in business - 0:17
- How Black Entrepreneur Blueprint Podcast started - 6:53
- Entrepreneurship should start early - 8:38
- New Black Wall Street: talking about the past, present, and future - 10:04
- Unconsciousness of us: weaponizing your dollars to help your community -13:49
- Entrepreneurs create jobs, not the government - 17:18
- Business in America - 19:25
- Developing comeback through e-commerce - 20:41
- Be a DURU: Actionable steps over motivation - 27:52
- Financial plan precedes business plan - 28:36
- Building business around lifestyle: think, create, and execute - 29:46
- Problem plus solution is equal to results - 32:30
- There is wholesale in everything - 36:07
- Finding a business you are passionate about - 36:38
- 6 things you can sell - 37:40
- Characteristics of a winning physical product - 37:58
- Digital Product: monetize your genius - 38:56
- Test the market: put a one page website, drive traffic - 41:23
- It is not about us, it is about the next generation - 44:38
- Business equates profit - 49:48
- Jay Jone’s Ecosystem - 52:14
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What is the secret behind building business credit? Why getting out of debt shouldn't be the first objective?
Herman Dolce joins Curtis to discuss credit repair and leveraging credit to gain more cash flow. Herman wanted more time freedom; thus, he left his 6-figure job to invest in himself and start his own business. Now, he is a financial literacy educator and the founder of Bella Sloan Enterprises.
In this episode, Herman and Curtis revolve their conversation around the proper debt, assets, and cash cycle. And, they tackle processes like setting up a legitimate LLC and why start primarily with credit unions. Herman believes that it is essential to first establish a sound relationship with banks in your community.
Listen to know how to be the "smart person" earning more money by utilizing credit.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Herman Dolce
- Website
- 30-Day Mentorship with Herman
- Book - Start-Up: Inside Secrets on Building Your Business Credit
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Who is Herman Dolce? - 0:47 * Getting out of debt is not the first objective - 2:00 * Herman’s background - 3:55 * How everything started: honing knowledge in business credit - 5:03 * Why is it important to get credit under your business name? - 9:14 * The two types of people in the business - 11:15 * Setting up a legitimate LLC - 12:17 * The new people - 15:50 * The big difference between smart people and people who use credit to show off - 19:00 * Leveraging credit scores to fund LLCs - 20:29 * Banks are not doing you a favor - 23:10 * The internal bank score: nothing beats having the credit - 25:20 * Start with credit unions first - 27:30 * Get in touch with Herman Dolce - 35:25
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How can we turn challenges into opportunities?
Steven, a million-dollar CEO, joins Curtis May to talk about the power of passive real estate investing. Steven is a podcast host of The Investor Mindset Podcast and an active investor who established Commercial Real Estate Investments for his clients at VonFinch Capital.
In this episode, Steven shares the importance of knowing your market. He says that if your market is everybody, you are serving nobody. He emphasizes that the primary asset of any business is the self, and the company itself is the investment.
Steven and Curtis also tackle why it is vital to know your purpose and “why” in a business. According to them, these things will serve as fuel to keep you going and will make you excited every single day. Lastly, Steven wants to impart that challenges and problems are opportunities in disguise.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Steven Pesavento
- Website
- Books:
- Principles of Success
- Ultimate Guide to Passive Investing
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Who is Steven - 0:30 * The ideal business and clients - 4:08 * Your #1 asset is you, and your #1 investment is your business - 9:05 * Passive real estate investing: your what and why - 10:03 * The myth in real estate investing - 11:50 * Vetting on a good operator: doing an excellent due diligence - 14:40 * Facts combined with voice and body language: trusting your gut when in doubt - 19:20 * Important universal success principles to Steven - 21:30 * Challenges are opportunities - 25:00 * How to access the 5 Success Principles and Other Lessons - 25:48 * Be ultra focused, focus on one major area only - 27:00 * If you do not have money, don’t invest - 31:35 * Steven’s valuable experience on investing and coaching - 32:26 * The final question - 35:07
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Do you believe that CoVid-19 has benefits?
Mike, known in real estate circles as “Big Mike” due to his stature and integrity, joins Curtis May to discuss how CoVid boosted the economy after it hit. Mike has a keen understanding of the financial aspects of successful real estate investing. Today, he manages various funds, including the Tempo Growth Fund LLC and the Tempo Opportunity Fund LLC.
Mike believes that the market is starting to regain its pre-pandemic status. As he says, there are many things to consider before investing, such as liquidity and the kind of money you utilize. Also, he emphasizes the importance of knowing how to choose a competent real estate investment fund. Some of his considerations include: security, return of investment, income, taxation, and payout frequency.
In this episode, he will share his strategies for mitigating the risk and analyzing deals primarily in the real estate industry.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Mike Zlotnik
- Website
- Schedule a Meeting
- Book - How to Choose A Smart Real Estate Investment Fund
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Challenges and opportunities amidst Covid19 - 0:45 * The market is starting to regain its pre-pandemic status - 5:22 * The fund as a vehicle for the deal - 6:45 * Prioritizing mitigation of risks - 9:55 * Underwriting the deal: Building confidence and trust with partners - 11:11 * What is your downside protection? - 13:12 * Things to consider before investing - 16:23 * How to choose a smart real estate investment fund - 18:27 * Important points to consider - 23:30 * All about Mike’s book - 23:5 * How to get in touch with Mike - 24:30 * Investing is not about buying something. It is becoming something - 25:30 * Are you learning to invest or investing to learn? - 26:10
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How can you become financially free in less than five years? What steps will you take to start scaling?
Anthony Lee and Lorenzo Jackson join host Curtis May to discuss how real estate can make people financially free! Anthony is the owner of A. Lee Real Estate, and Lorenzo founded the Jackson Rental Homes. In this episode of Practical Wealth Show, they share their journey as realtors and business owners.
People can achieve financial freedom within five years. However, you must be knowledgeable of utilizing proper means, processes, and practices to realize your goals. It is vital to focus on mindset, having mental health therapy, and defining numbers. The guest also discusses the difference between being a hustler and a business owner.
In this modern time, where information is readily available, we must break away from the survival mindset. This episode teaches you to let the prosperous mindset flourish. In that way, we can help others to become successful too.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Lorenzo Jackson
- Website
- Connect with Anthony Lee
- Website
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * How Lorenzo got into real estate - 1:26 * A crooked path: Anthony’s Journey towards being a realtor - 3:00 * Using your license to help others - 6:10 * Getting into the business early - 7:00 * The power of coming in together - 8:17 * Why it is okay to be lesser than others - 9:45 * Compete don’t compare - 11:55 * The meaning of being “financially free” - 13:00 * The Prosperous Mindset vs. Survival - 16:24 * Importance of Helping the community - 19:08 * Start with yourself, work on your mindset: Getting a mental therapy - 28:30 * The cheat code towards scaling - 31:17 * Keep going and know your numbers - 33:15 * Starting with “how much do you want to make?” - 35:01
Review, Subscribe and Share
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How can you make success happen…especially in the real estate business?
What’s the secret to buying and selling high stake properties with a large profit?
For today’s show, Curtis invites KAYR to talk about his journey from being homeless to buying apartment buildings. KAYR describes how he trained himself into thinking differently from other people, which became his secret weapon in gaining success in the field. He discusses the 3C’s that people should focus on as well as the importance of the 4D’s. KAYR also reiterates the value of thinking “I’d rather have 10% of a billion-dollar business than have 100% of a 10 million dollar business.”
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with KAYR
- https://www.instagram.com/kayjayconsulting
- https://www.kayjayconsulting.net/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Who the guest is today. - 0:32 * From homeless to buying apartment buildings. - 2:06 * Compete, but don’t compare. - 4:34 * How did he train himself to think differently from other people? - 7:59 * The 4Ds. - 9:58 * Telling and teaching others: How do you begin to scale to the next level? - 12:45 * Focusing on the 3 Cs. - 19:07 * Rethink about always playing it safe: Compete when everyone else is competing. - 24:34 * The importance of the 4Ds: The designing part. - 31:58 * Jeff Bezos’ practice. - 33:11 * Telling other people: I’d rather have 10% of a billion-dollar business than have 100% of a 10 million dollar business. - 34:50 * How can people follow him? - 37:57
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How can we keep the cash flowing?
Ola, a professional entrepreneur at heart, joins Curtis May to discuss his experiences on investing in real estate. He shares his experiences in owning and managing multifamily properties and turning them into ventures worth over $40,000,000.
Ola believes that success does not always come grandly all the time. It is disguised in simple and small events that you may encounter every day. You just have to be vigilant to spot these opportunities.
In this episode, he will share a book that boggled his mind and the importance of reading to achieve success.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Ola Dantis
- https://www.instagram.com/oladantis/?hl=en
- https://www.dwellynn.com/invest
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Who is Ola? - 0:40 * What got him into the real estate space? - 2:55 * Chasing the wrong American Dream - 4:07 * Success doesn’t come in a fancy present - 5:35 * Being successful involves reading - 7:25 * House-hacking - 8:33 * Investing is not buying something - 9:48 * The process of looking for a property - 11:27 * Rich Dad, Poor Dad: A book to help you create value - 12:58 * You need a mentor - 13:48 * Be a sophisticated investor - 15:45 * People think it’s always about how much money you make - 16:56 * Depreciation and Cost-Segregation; Leveraging tax benefits - 21:34 * Amplify the existence of the real estate biz - 21:59 * One of the biggest expenses is the mortgage - 23:30 * 6% Prefer Rate of Returns and the 60:40 Method - 24:18 * Buy a property, do your best, pass it on - 27:17 * Force appreciation and Net Operating Income - 28:41 * Business is a numbers game - 31:15 * Give back to the community - 32:03 * Best way to reach Ola - 33:15
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Do you want to be paid for the value you bring instead of the hours you work?
Dustin Heiner joins Curtis to discuss building a reliable wealth stream in the real estate business. Dustin shares how he freed himself from the trap of employment and why he chose real estate among all ventures. However, he emphasizes that you must be “all in” the learning process in deciding to start.
Because of real estate, Dustin now enjoys the perks of having passive income. One of the benefits gained is time for his other businesses in order to help more people. He offers free courses and resources for people who want to enter this space.
Listen and learn more about how you can pass this river of wealth to generations to come!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Dustin Heiner
- Send RENTAL to 33777 for a free resource material
- https://www.masterpassiveincome.com/freecourse
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Introducing Dustin Heiner - 0:10 * A shift from a desk job to investing - 1:20 * Be paid for the value that you bring instead of the hours that you work - 8:00 * Job is a temporary inconvenience - 9:02 * Doing real estate - 9:45 * Build the business first - 11:09 * How you should and should not do business - 13:35 * Hardest part: Finding the right property manager - 15:53 * Hire slow, fire fast - 16:40 * It is not either-or, do everything all at the same time - 18:41 * Liquidity is a must - 19:25 * Don’t engage in a turnkey company - 20:40 * It is your decision to be all in - 23:01 * How do I do it? Strive for passive income! - 24:00 * Outsource skills and talents, it makes your work easier - 27:34 * The Dustin way of teaching real estate to people - 29:30 * Real estate as a get wealthy plan - 32:17 * Free investing course from Dustin - 32:43 * Pass the business you built down to generations - 36:31 * The Four Legacies of Life - 37:12
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What is the true definition of wealthy? Why is there a need to shift to a banker’s mindset to achieve more cash flow?
Gary Boomershine, the owner of RealEstateInvestor.com joins Curtis May in this episode. In 2005, Gary started to build and grow his real estate investing and property buying business. He identified the idea for his business after a family legacy in the real estate niche and a long successful career in entrepreneurship and developing technology markets.
He saw an obvious potential to leverage people, processes, and technology to obtain a competitive advantage in a dynamic and dog-eat-dog economy. Gary believes in a principle when acquiring a property: He said, “Love the cash flow, not the property.” There are a lot of interesting topics such as The Tortoise Game, the light bulb, and the three buckets of cash.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Gary Boomershine
- https://realestateinvestor.com/
- https://www.instagram.com/realestateinvestorcom/
- https://www.facebook.com/RealEstateInvestorPage/
- https://twitter.com/reinvestorcom
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Who is Gary Boomershine- 0:43 * Why have a good mentor? - 2:28 * Going full-time in the real-estate industry - 4:00 * Buy location and value - 10:00 * Anybody can do real estate - 12:39 * What most people do not understand - 13:25 * The Freedom Code - 16:46 * The Tortoise Game: The difference between investors and business operators - 17:45 * The light bulb: The true definition of “wealthy” - 18:46 * The three buckets: Cash now, cash flow, cash later - 19:30 * Keep the best and sell the rest - 20:40 * Having capital is the key: Think MACRO! - 24:17 * Fall in love with the cash flow and not with the property - 25:43 * Buy the right Assets and be secure in Lending - 30: 30 * Build a business that works for you and understand the power of leverage - 32:33 * Real estate is nothing new under the sun, find somebody that made it work and follow - 37:00 * Think about the outcome, and let others plan for you - 39:45 * How to access Gary’s book and other resources - 40:55
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Do you believe that real estate is a no-brainer?
Chris Craddock joins Curtis to talk about working smart and building a better mousetrap in the space of a real estate. Chris is the host of the Uncommon Real Estate Podcast, a realtor and entrepreneur who runs multiple successful businesses in the Washington DC Metro area. He is a nationally certified Life Coach in Leadership and one of the top Real Estate professionals in the world, closing 30-65 deals per month.
Chris shares that you don’t need to be smart in real estate. However, you need to understand the significance of lead generation to the growth of your business. Moreover, you will learn how to have a millionaire mindset and why the kind of partner you have dictates your financial success.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Chris Craddock
- https://www.linkedin.com/in/chris-craddock-92100171#:~:text=A%20nationally%20certified%20Life%20Coach,(and%20Richmond%2C%20VA).
- https://podcasts.apple.com/us/podcast/uncommon-real-estate/id1504771509
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Show Notes
- How to make money in the real estate space - 1:12
- Working smarter and building a better mousetrap - 2:22
- Finding leads for your business - 4:08
- Get a real estate license - 5:33
- Slow down to speed up - 6:52
- Why is real estate a great option? - 8:07
- Tax-free wealth: you don’t need to be smart in the real estate business - 10:11
- Real estate investor marketing - 10:49
- Your partner will dictate your financial future - 13:07
- The mindset to a million, play green light red light - 14:12
- Lead generation: Are you a leader or a teacher?
- The best way to scale - 17:58
- Start with low-performance engine to level up - 18:28
- You need to get an assistant - 21:35
- Recommended books for scaling as an entrepreneur - 22:35
- Best way to get in touch with Chris - 25:22
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Do you want to break away from the trap of living paycheck to paycheck? Indeed, everybody wants to gain time, freedom, leverage, and legacy. But are you willing to change your life by immersing yourself in real estate investing?
Zack Boothe, the host of Driving for Dollars Mastery, joins Curtis to talk about making money with the real estate business. At the age of 17, Zack started his entrepreneurial journey by opening a window cleaning business. 10 years later, he felt like he was stuck in a job instead of running a business. This was when he decided to venture into real estate investing – a move that changed his life.
Today, aside from being a millionaire real estate investor, he also does coaching to help and guide people who are skeptical about this business space. He documents his day-to-day life to show everyone what it’s really like and that there’s no reason to doubt themselves so much!
Zack perceives, based on experience, that you can’t take massive actions on something you are skeptical about.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Zack Boothe
- www.DFDmastery.com
- https://www.linkedin.com/in/zackboothe
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Introducing the guest: Zack Boothe – 0:08 * Zack’s Story: From window cleaner to millionaire real estate investor – 1:18 * Real estate investing is 100% life-changing - 2:36 * Having more output, change more lives by working less - 3:30 * The 40 Day Challenge - 5:21 * Documentation is the solution for the skeptics - 8:09 * Building a Massive Marketing List - 13:08 * Zach is very grateful and humbled by the success that his company has - 17:30 * Delving into the business of flipping houses: A transactional process - 18:50 * Work smart not hard: A Million Dollar Net Worth in 8 Months - 20:10 * Don’t figure everything out all by yourself, get a coach - 25:35 * A Tip Sheet on discounted properties from the expert - 26:34 * 7 Reasons Why Driving for Dollars is the best and fastest resource in real estate investing - 26:43 * How to get a free resource - 27:13
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Planning for future succession and ownership is one of the most difficult decisions to make in a family business. The success of their business is defined in the next-gen leader’s ability, skills, and willingness to manage and effectively deal with issues and circumstances.
Curtis welcomes speaker, author, and consultant to NextGens, Nike Anani. Nike helps NextGens rise above the operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents.
In this episode, Nike talks about not only her role as a consultant but also the kinds of people she’s working with. She shares her experiences working with people who are dealing with basic problems with money and the possible problems that can happen. She also discusses the number one problem she noticed while working with clients and the possible solutions to them.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Nike Anani
- https://nikeanani.com/
- https://www.linkedin.com/in/nikeanani/
- https://twitter.com/nikeanani
- https://www.instagram.com/nikeanani/
- https://www.facebook.com/nikeanani/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Who is Nike Anani and what does she do? - 0:50 * The people that she’s working with. - 7:06 * The amount of work needed to instill entrepreneurial thinking in people. - 10:08 * For the people and communities she’s working and talking to, do they have basic problems with money? - 13:58 * The possible problem is waiting to happen. - 19:04 * How does it work? It starts with conversation. - 21:09 * It's the same in the family: How it works in Nike’s family. - 27:22 * The number one problem while working with clients. - 33:08 * What many successful families do. - 36:41 * The 4Cs: The skills that are required to be an effective NextGen leader. - 37:46 * Nike’s wish for the NextGen leaders. - 40:44 * Best ways to reach out to Nike. - 42:13
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Social media is essential for a business. But how can you start growing your network?
Curtis welcomes social media and virtual storytelling experts, Lisa and Deevo to talk about social media for your business. They talk about the difference between posting content and telling your story and the simple rules that you need to follow. Lisa and Deevo also share how you can help people by connecting with them. For social media, it’s important to have more people to know and more importantly, more people who know you.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Lisa and Deevo
- https://lisastaffphoto.com/
- Mind-Body Business
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Who the guests are for today. - 0:36 * Crafting a business that can help other people. - 2:58 * How storytelling fits in Lisa and Deevo’s minds and marketing. - 6:59 * Fitting in the paradigm: Not everybody is cut out for entrepreneurial life. - 11:44 * Difference between posting content and telling your story. - 12:44 * Few simple rules that you need to follow. - 16:26 * How do they help people connect to their ideal buyers and other people that they can serve? - 18:28 * Talking about their business: What their business is, who their ideal people or company to serve and what they do. - 24:06 * Social media can sometimes be overwhelming. - 30:29 * Focus on what you’re really good at and what you’re passionate about. - 34:27 * Best ways to reach out to Lisa and Deevo. - 34:26
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How expensive can it be to start investing in real estate?
The guest for today, Ola Dantis, proved that you don’t need to be a millionaire to start investing in real estate. Together with Curtis, they talk about how Ola got his head start in real estate. He also talks about his whys, his aspirations, and his mission statements. Ola also shared a very important tip to real estate investor aspirants: If you want to be successful, it involves reading.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Ola Dantis
- https://www.instagram.com/oladantis/
- https://www.dwellynn.com/
- https://www.dwellynn.com/show
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * The four asset classes. - 0:21 * Who is Ola Dantis? - 0:39 * How it all started: How Ola got into real estate. - 2:59 * Investing is not about buying something, it’s about becoming something. - 9:53 * How many properties did he look at to find “that” deal? - 11:33 * The syndication timeline. - 13:58 * Giving opportunities: Working with passive investors. - 16:22 * Different taxes that someone in real estate, particularly multifamilies, need to settle. - 18:33 * Getting your own mortgage. - 22:20 * The structure: How does it work? - 25:02 * What’s the difference? 29:01 * His why: The goal for him and his wife. - 32:02 * The best way to reach out. - 34:35
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Have you heard about digital products? Did you know that selling digital products can be a passive income?
Anna discusses more how she started selling and marketing digital products as her main business niche with Curtis. She also reiterates the value of investing in yourself and how building an automated webinar funnel helped her to save time, money, and effort in reaching out to a wider audience.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Alma Bradford
- https://almabradford.com/
- https://www.instagram.com/almajbradford/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * How Curtis met Alma. - 0:24 * Alma’s background and the ways she helps people. - 1:21 * Getting into the world of digital products. - 5:35 * Investing in herself: Investing in courses and training and working with mentors. - 7:27 * Building an automated webinar funnel. - 11:31 * Things that she shares and teaches to other people. - 18:24 * The problem of many people selling digital products in the online space. - 26:30 * Where should you start investing? - 29:37 * Alma’s philosophy. - 32:23 * People will pay a lot of money to solve very urgent problems that keep them up at night. - 34:19 * Tools and things that Alma directs people towards. - 38:58 * How to find an idea for your business. - 43:13 * Where to get in touch with Alma? - 45:31
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What does it take to buy an already established business? How can you determine if the business you’re trying to acquire can give you financial opportunities?
Curtis interviews Ryan Condie and they discuss how to buy an online business. They also talk about how to find and evaluate and build a lifestyle business, Ryan reiterates that even if you don’t have the skillset, if you know the ins and outs of the business and you have people in your network whom you can tap, you can grow and excel in eCommerce.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
- Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Ryan Condie
- https://podcasts.apple.com/us/podcast/lets-buy-a-business/id1506985601
- https://www.linkedin.com/in/ryancondie
- https://twitter.com/ryanpaulcondie
- Buy Then Build
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Show Notes
- How Ryan Condie started making money. - 0:32
- Opportunities that allowed him to structure deals. - 2:58
- The skillset that you need to have to grow and excel in eCommerce. - 7:05
- The lower-end things that people could start with and how they can start with their research about it. - 10:46
- Seller Discretionary Earnings or SDE. - 15:09
- What Ryan is looking for in the businesses he’s looking to acquire. - 17:06
- Can he get the things he’s looking for with just a conversation? - 22:04
- It takes skills to get rich. It takes money. - 27:39
- An important thing to think about: You can’t measure somebody else’s gain and someone else’s gap. - 32:53
- Where to find Ryan. - 35:18
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What does it mean to be House Rich and Cash Poor?
Curtis invites Matthew Sullivan to discuss a unique and new concept when it comes to homeowners getting cash from their real estate properties with no interest and monthly payments. Matthew provides more information about Home Equity Contracts, how it works, and what the processes are. He also differentiates Home Equity Contracts from Mortgages and why more homeowners should take advantage of this. Additionally, Mathew mentions that it does not only allow a cash flow to the property owners, it also allows investors to buy and sell through their website.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Matthew Sullivan
- https://www.quantmre.com/
- The WEInvested Podcast
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Show Notes
- Who is Matthew Sullivan? - 0:14
- What does it mean to be House Rich but Money Poor? - 2:08
- Equity in the balance sheet perspective. - 4:28
- How does it work? - 5:04
- What happens when real estate depreciates? - 8:04
- Reason why this agreement is not popular and not everyone has heard of it. - 9:11
- Differences between home equity products and mortgages. - 10:43
- How do they protect themselves against reverse mortgages and the risks? - 15:27
- Customer profiles who use their services. - 19:20
- How fast is the process? - 21:46
- Is there a variation between the rate of return of the appreciation that they’re looking for to create their ROI as a company? - 25:51
- The biggest questions they’re getting. - 28:36
- Is it the next biggest real estate asset class on equity contracts? - 36:18
- Investing is a plan, not a product or a procedure. - 42:26
- Best way to contact Matthew Sullivan. - 43:06
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Money is more clearly seen in your mind than in your eyes. Believe it or not, money is more of accounting and learning than investing and gambling your money. You need to learn more about the investment you’ll be entering than just pushing your money to the investment and waiting for it to grow.
To learn more about note investing, Curtis invites Martin Saenz to discuss what really the space is all about. Martin shares his insights about how risky note investing is and how it is different from other forms of investment. He also answers important questions surrounding credit investors and the minimum investment should you plan to start.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Martin Saenz
- https://www.bqfunds.com/
- https://www.linkedin.com/company/bequest-funds
- Rich Dad's Guide to Investing by Robert T. Kiyosaki
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Who is Martin Saenz? - 0:24 * What is note investing? - 1:28 * How Martin got into the note investing space. - 7:05 * The four asset classes. - 9:09 * Did Martin’s MBA prepare him to be in business for himself? - 11:25 * How risky is note investing? - 12:31 * The three rules of investing. - 14:38 * Martin’s way of handling the economic downturn? - 15:51 * How is note investing differently? - 19:29 * Credit Investor: Who is it and how to find more information. - 24:45 * The minimum investment. - 26:25 * Investing in areas because it’s easy to invest in will not allow you to learn the fundamentals and be an investor. - 31:21 * How to get more information about note investing and Martin Saenz? - 34:14
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Are you prepared to leave your legacy behind? Dying without a trust or a will for your estates can be costly, especially for your loved ones you’ll be leaving, but what’s the best option?
Natalie “Money Momma” Goldberg joins Curtis to talk about wills, trusts, and asset protection. She runs down the differences between different trusts and which one can work for you, depending on your needs and requirements. She also reiterates the value of putting everything on paper not only for your protection as the policyholder but also for the peace of mind of the loved ones you’ll be leaving behind.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Natalie “Money Momma” Goldberg
- https://www.goldbergllp.com/
- https://www.linkedin.com/in/natalieelishagold
- hello@goldlegalgroup.com
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Introducing the guest: The supermom, Natalie “Money Momma” Goldberg. - 0:29 * The importance of asset protection. - 1:05 * Trust is the number one vehicle for asset protection. - 2:42 * Why are people doing Medicare trust? - 4:14 * Is Domestic Asset Protection Trust revocable or irrevocable trust? How does it work? - 6:53 * There are different kinds of trusts, depending on the situation. - 8:43 * Living a legacy of wealth and the wisdom that comes along with that. - 10:05 * Can you have more than one pour-over will and revocable trust? - 12:44 * Do you need to change your pour-over will if you’re now an investor? - 15:01 * The purpose of business is to buy real estate. - 18:35 * Two types of cases in California that are constantly being bought. - 20:04 * The best way to reach out to Natalie. - 20:44
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Are you confident with your budgeting techniques or do you always find yourself asking: “Where did I put my money, why am I always short?”
Budgeting can be a challenge, especially when it comes to looking for a system that works for you. In today’s episode, Curtis welcomes Ryan Clark, and together, they talk about a unique approach when it comes to keeping and maintaining a budget: Qube Money. Ryan shares how he manages money. He also reiterates why you need to create a plan, not only for budgeting but also in your business and with your family.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Ryan Clark
- https://www.linkedin.com/in/ryan-j-clark/
- https://www.instagram.com/qubemoney/
- https://www.stackingbenjamins.com/qube-money-966/
- The Order of Wealth
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Introducing Ryan Clark. - 0:09 * There are a lot of great tools out there, but what’s missing? * The guide or expert knows how to use it and to start scaling. - 1:46 * The passion for helping people achieve their purpose and help them reach their intentionality and growth mindset so that they can be more of who they want to be with money. - 3:21 * How does he manage his finances in the electronic world? - 5:43 * How Qube Money created a system mixing cash envelopes and technology. - 8:57 * The reason why budgeting for couples fails. - 12:32 * Once you start with budgeting, your life will change: But remember, you have to make savings a priority. - 16:40 * How Qube works. - 19:49 * Introducing budgeting and money-related topics to kids. - 23:56 * Exploring: More information about Ryan’s book. - 27:40 * Believe in the transactional power of cash: Having cash available to do stuff, to invest in things that you know and understand is so much more valuable than the 5 to 8% that you’re making in the market. - 31:09 * What makes Qube unique? - 34:41 * How to start using Qube in your business? - 37:51
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What’s your priority when it comes to growing your business? Can you possibly maintain a healthy balance between your personal and business life?
Curtis welcomes Jen Du Plessis to talk about her success story of building a business and having a life at the same time. Jen helps mortgage loan officers, business owners, and real estate agents who are overwhelmed, stressed out, and sabotaging their personal lives for the sake of their business to multiply results in record time and have the courage to say yes to their personal lives (which sometimes means saying no to clients). She shares the unique process she follows: the Referral Partner Strategy and how she networks and screens clients.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Jen Du Plessis
- https://www.jenduplessis.com/
- https://businessboostermastermind.com/
- https://podcasts.apple.com/us/podcast/success-to-significance-life-after-breaking-through/id1512731230
- https://podcasts.apple.com/us/podcast/mortgage-lending-mastery/id954052959
- Impact: Inspiring Motivational Powerful Acronyms for Cognitive Thinking
- Step into the Spotlight to Expand Your Influence and Attract the Right Clients
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Introducing the guest today: Jen Du Plessis. - 0:15 * How Jen was able to build a business and have a life at the same time. - 1:18 * Telling others: Live your legacy while building it. Work on purpose or purpose with passion. - 5:16 * The first step in cracking the code: Clarity. Finding the why can be a challenge for people. - 7:37 * Ask yourself: What are your core values? - 8:54 * Make your life the steel and your business the rubber. - 12:30 * Stop selling everything to everyone because you’re selling nothing to no one. - 13:08 * What’s Referral Partner Strategy? - 19:44 * Networking and Screening clients: Asking the four questions. - 27:55 * Figuring out to what caliber you’re willing to give yourself, your energy, and your time. - 31:39 * Being a client advocate. - 34:22 * Grouping clients: Figuring out if they are someone who can connect with Jen or if they’ll give referrals. - 36:42 * Live the life you want on your own terms. - 42:49 * Where to find Jen? - 44:39 * The Key: Move to a strategic partner piece. - 48:39
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Franchising is not for everyone. However, it can be a good stepping stone for people who want to give owning a business a shot. Curtis and Jon talk about franchising as a better path to business ownership for many. They discuss the wide world of opportunities across the industries that many are not aware of, many of which complement real estate investing.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Jon Ostenson
- https://franbridgeconsulting.com/
- jon@franbridgeconsulting.com
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * What Curtis AND Jon will be talking about today. - 0:23 * Introducing the guest today. - 0:55 * Why is franchising hot? - 2:16 * There’s no guarantee, only opportunity. - 4:02 * Pros and cons of franchising. - 6:17 * What are the other non-food franchising sectors that are resonating with clients? - 12:17 * You go to business not to create jobs but to live life on your terms. - 15:02 * Financial freedom is being able to like how you want to live from the income from your personally invested assets. - 17:52 * What’s my best option? Some of the ways are not to use up all your cash, but still, get into franchising. - 21:17 * How to know which is the best franchise to select? - 22:09 * The two strategies: What if the previous franchisee wants to franchise another business that is different from the initial franchise? - 25:05 * The next step for people who want to give franchising a try - 28:23
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Do you have to gamble every time you’re making an investment? Are there really good and bad investments? Curtis and Barry James talk about this and more in today’s episode. Barry shares what are the money decisions that work for him. He also tackles the dangers of making immediate investment decisions, particularly target-date mutual funds. Not only that, Curtis and Barry also discuss the secrets of what they do and how you can apply them to your personal economy and future decisions when it comes to your hard-earned money.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Barry James Dyke
- https://www.barryjamesdyke.com/
- https://www.youtube.com/channel/UCMgvWBPowk4xZ-hcfh9-SUw
- https://www.facebook.com/thepiratesofmanhattan
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Barry James Dyke’s Background and Mission. - 2:20 * Welcome to the casino world: What works for Barry James Dyke. - 6:39 * There is no financial product that will take you to glory. - 12:27 * Being laughed at: How a big media company laughs at his idea and research. - 13:22 * You have to practice and work at improving your skillset. - 18:19 * People who make the most money invest in themselves. - 19:33 * Most people are gamblers, speculating when it comes to investment. - 23:36 * What are the dangers of target-date mutual funds? - 29:00 * People are fundamentally out of order in terms of where they’re taught where to invest first and not save. - 33:24 * What’s his overall conception of Indexed Universal Life insurance. - 40:33 * What’s new and where to find Barry? - 46:00 * Have more capitalism for yourself. - 49:26
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As you get older, you may start to think: “What’s the best way to invest my hard-earned money?” or “Am I ready for my retirement years?” These questions are the center of Curtis and Sanjay Hegde’s discussion. Sanjay started from the bottom and worked his way up to where he is now. He shared his beliefs that you don’t need a lot of money in order to start investing and be financially free. Sanjay also discussed the best investments to make and how you can be an educated investor.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Sanjay Hegde
- https://blueringinvestors.com/
- https://www.linkedin.com/in/sanjay72
- https://www.facebook.com/Blueringinvestors/
- https://www.youtube.com/channel/UCDw7c2ToFHYkYvhyMwk_tjQ
- https://www.instagram.com/blueringinvestors/
Special Listener Gift - Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes * Introducing Sanjay Hegde - 0:20 * Transitioning to being an investor. - 1:17 * Work begets work. - 5:04 * Even if you don’t have a lot of money to invest, if you have little money, you can still bring that to the table. - 9:27 * The two types of partners. - 10:37 * What makes senior residential facilities and student housing great investments, especially when you’re trying to pull your capital? - 15:42 * Investing is a plan, it’s a process. It’s not a product. - 22:10 * The Aha Moment: Moving from making a fairly decent income to what he is now. - 23:00 * How to get money through multi-family investment. - 26:01 * The two types of investors. - 29:57 * Goal: Making sure that the investors are educated enough before they put their hard-earned money into investing. - 31:44 * Where to find Sanjay? - 32:51 * Investing is not about buying something, it’s about becoming something. - 34:22 * You don’t have to be super-wealthy to be financially free. - 37:05
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Curtis and Kent spoke about the social impact of real estate investing. Kent is a former management consultant, start-up owner, and corporate executive turned full-time real estate investor and operator. Kent has achieved financial freedom and is now on a mission to empower others to do the same through multifamily investing.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Kent Ritter
- https://www.kentritter.com/
- https://www.instagram.com/ritteronrealestate/?hl=en
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Who he is - 2:51 * His real estate career - 4:18 * You have to invest in your mindset - 8:32 * What happens with inflation - 9:43 * There are a lot of advantages in multifamily - 12:44 * A clean and safe place to live - 27:19 * Looking for wealth creation - 29:23
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Curtis interviewed Rod Khleif, host of The Lifetime Cashflow Podcast, about the psychology of success. They walk through his detailed goal setting process and how he teaches people he mentors into successful MultiFamily investors. How do some recover from losing $50,000,000? What is the difference between Achievement vs Fulfillment in your life? Check out this episode to know the answers!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Rod Khleif
- https://rodkhleif.com/
- https://www.multifamilybootcamp.com/optin-499629341627670408272
- https://rodkhleif.com/lifetime-cashflow-podcast/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed Show Notes * You need to know how to think - 1:08 * Focus is an important piece - 6:26 * Write down what you want to do in this life - 9:32 * Learning this business takes some effort - 11:29 * Write down who you want to help - 12:05 * Everything starts in a place of gratitude - 19:58 * Getting specialized knowledge - 22:15 * Teaching a weekly planning process - 34:22
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Dave grew up in poverty and overcame superhero-like obstacles. His story, revealed in his debut book, Laundromat Millionaire – The Grit to Elevate an Industry is a life and business journey that doesn’t stop at rags to riches. It begins with a stubborn and obsessive mission to be a business owner with a tenacious and genuine purpose to help others to do the same – even if you also do not have a college degree or perhaps because you have one.
Dave teaches the principles of relentless studying of the greats to be a great, and knowing that even if an industry – like laundry – isn’t sexy, you can make it so. His initial foray into business ownership was a side hustle alongside his corporate gig with Cincinnati Bell. He found his first business on Craigslist. Once he owned it, he overhauled it from struggling, losing money and outdated, to one that was a valuable proposition to serve as a vital community asset. In essence, he cared – for those who needed this service and deserve it.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Dave Mentz
- https://laundromatmillionaire.com/
- https://laundromatmillionaire.com/about/
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes * Dave’s background - 1:24 * Money follows value - 4:15 * Building their first store from scratch - 5:11 * Being an essential community resource - 8:52 * What makes laundromats unique - 17:24 * Being self-employed or being a business owner - 29:06 * Managing your cash flow properly - 32:03 * Keep expanding your business - 38:08 * Having a podcast with his wife - 40:06 * The beauty of the laundromat industry - 43:23
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Stephanie Walter formed Erbe Investment Group, LLC for the purpose of real estate investing through multi-family and commercial properties. Prior to founding Erbe Investment Group, Stephanie started her professional career by obtaining a degree of a Bachelor of Science in Biology and Chemistry and soon started working in the insurance claims industry for 8 years, specializing in working with contractors, overseeing repairs, and keeping projects in line and on budget with the insurance company. Curtis and Stephanie discuss what the wealthy do differently in regards to money and investments.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Stephanie Walter
- http://erbeinvestmentgroup.com/
- http://erbeinvestmentgroup.com/about-us/
- https://www.facebook.com/erbewealth
- https://www.linkedin.com/in/stephanie-walter-057594196/
- https://www.facebook.com/erbewealth
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes * Creating wealth without Wall Street - 1:27 * The people that made click for Stephanie - 4:37 * What wealthy people want - 5:33 * The accumulation theory - 7:42 * Loving to find new investors - 21:54 * What is Stephanie reading - 28:40
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Over 25 years ago, Merrill Chandler—a personal and business credit pioneer and co-founder of Lexington Law Firm—became dissatisfied with the ineffective results of credit repair. Leveraging his extensive knowledge of borrower behavior profiles, FICO® scoring metrics, and lender underwriting requirements, he developed a process that could 'optimize' a consumer’s borrower behavior AND improve a borrower's "fundability." He founded GetFundable.com to deliver this revolutionary technology to real estate investors, business owners, and entrepreneurs nationwide. Merrill has helped thousands of borrowers become more FUNDABLE and help them access the capital they need to fulfill their financial dreams.
Are You A Real Estate Investor Who Needs Money To Do More Deals? Learn the secrets of getting funded.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Merrill Chandler
- https://www.getfundablebootcamp.com/bootcamp1?affiliate_id=3239497
- https://www.getfundablewebclass.com/go?affiliate_id=3239497&cookiepreview=false&noautoplay=false&nopopup=false
- Skigh@GetFundable.com
- Podcast: http://GetFundablePodcast.com
- Book: http://GetFundableBook.com
- Instagram: https://instagram.com/getfundable
- LinkedIn: https://www.linkedin.com/company/2852304/
- Facebook: https://www.facebook.com/yougetfundable
- Clubhouse: https://www.joinclubhouse.com/club/get-fundable
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * What people believe of their credit score - 1:43 * What’s inside of your approval - 3:01 * When lenders lose money - 4:32 * Paying on time - 12:03 * The fake scores - 15:17 * We want to partner with banks - 28:32
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David works with Unique Advantage as an advisor, doing Principles-Based Planning. Curtis and David discuss how to deal with student debt.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with David Mullen
- david@uniqueadvantage.biz
- https://uniqueadvantage.biz/contact/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * David’s background - 1:32 * Being a certified financial planner - 2:28 * Student loans are a big deal - 3:26 * There’s good debt and bad debt - 6:45 * Examples of good debt - 7:45 * What financial institutions are doing - 14:23 * Teaching the value of work - 16:48 * Money is not math, math is not money - 17:04 * The cost of not paying interest - 19:48 * You have to start with why - 27:29 * Understanding how the money works and flows - 30:10 * You have to switch your thinking - 34:19 * What’s principle-based planning - 45:13
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Brian was born in New York and moved to Florida at age five and spent most of his life there. He attended Florida State University, and then at the age of thirty, he moved to Chicago. Brian has been there for seventeen years now and has a wonderful wife, Katie, who he’s been married to for ten years. They have a nine-year-old son named Will. They love spending time together and taking family vacations, just the three of them. In his spare time, Brian likes to play golf, read and play sports with his son. BKW Property Solutions was started to provide flexible real estate solutions for both buyers and sellers. They serve the Greater Chicagoland area and help buyers realize their dream of owning a home. When Brian and Katie experienced many of the common challenges of selling their own home many years ago, they knew there had to be a better way. That is the foundation of BKW Property Solutions and we look forward to serving your needs. There is a better way!
Brian is also the Strategy Expert for Smart Real Estate Coach. After spending 25+ years in the corporate world, Brian finally decided to get out of his own way and pursue his dream of running his own business. In this role, Brian helps other aspiring entrepreneurs carve out their path for financial freedom using creative financing strategies in real estate. Curtis and Brian discuss and review his business of helping buyers and sellers with creating financing and how he helps other people achieve their goal of scaling a business.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Brian O'Neill
- brian@bkwpropertysolutions.com
- http://bkwpropertysolutions.com/
- Facebook: https://www.facebook.com/bkwpropertysolutions/
- Instagram: https://www.instagram.com/bkwpropertysolutions/
- LinkedIn: https://www.linkedin.com/in/brian-o-neill-5069216/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * A mindset that has to happen - 3:21 * Going to college and getting a new job - 4:13 * Being sick and tired - 5:32 * The real estate business space - 6:03 * Finding individuals that are the “ideal buyer” - 13:50 * We’re looking to help and solve problems - 15:16 * About scaling - 18:28 * Figuring out what do you want for your life - 25:54
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Curtis interviews Courtney Fricke, a very successful real estate investor. She talked about strategy and tactics on how to run your real estate business and how to scale.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Courtney Fricke
- https://linktr.ee/Courtneyfricke
- YourLocalRealEstateSolution@gmail.com
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Knowing how to do the hard work - 2:48 * How to find great deals - 4:17 * People trying to get into real estate - 5:07 * Trying to build wealth through real estate - 6:10 * Income is not wealth - 7:46 * Learning resources - 14:48 * You need motivation: find the most motivated sellers - 21:33 * Finding and structuring deals - 27:32 * Think on what you’re trying to do - 41:10 * Doing things by design and not by default - 42:06 * Define what success looks like for you - 45:07 * Get in touch with Courtney - 53:22 * Being a huge reader - 55:00
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Growing up in inner city Philadelphia Jimmy Williams was taught the importance of community and how to create value by being of service. Initially, he wanted a career in politics, but after learning how business controls politics, he decided to dedicate his life to improving his community by helping families create wealth. He holds or has held licenses in Real Estate, Securities, Life Insurance, and Real Estate Valuation. He is also a Certified Bitcoin Professional. Since 2000 he has used his education and experience to help families build wealth. Jimmy’s work has afforded him the opportunity to speak publicly on various topics and in multiple countries. Jimmy founded Buy The Hood with the intention of using the platform to not only help build a community of financially conscious investors but also to highlight members of the community who have a positive impact. In this episode, Curtis talks with Jimmy about Buying the Hood Empowerment through entrepreneurship, leverage, and education.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Jimmy Williams
- jwtheblueprint@gmail.com
- https://buythehood.com/bthwebinar47549988
- https://www.instagram.com/buythehood/
- https://www.facebook.com/BuyTheHood/
- https://www.youtube.com/c/BuyTheHood/videos
Special Listener Gift - Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes * The most valuable asset is time - 7:17 * Leveraging time - 7:37 * How do you leverage time? - 10:02 * What’s wealth - 16:31 * Building your success - 26:40 * Curtis’ favorite asset class is business not real estate - 28:31 * Figuring out a system - 31:56 * Whatever you do, take action - 37:43 * Thinking from a prosperous mindset - 44:28 * You should invest in yourself - 47:03 * Get in touch with Jimmy - 49:18
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Jhanel Wilson is a chemical engineer turned real estate investor and entrepreneur. After seeing that the skills making her a boss chemical engineer could make her a boss real estate investor, she chased her passion and never looked back. Thanks to her devotion to do more, she now owns over $10 million in real estate. As CEO of The Savvy REI, she shares her 16+ years of hard lessons & personal strategies to help people understand, master, and succeed with real estate investing. Curtis interviews Jhanel Wilson about her journey as a real estate investor. They talk about using leverage and velocity of money to build financial freedom. Jhanel also specializes in pandemic proof investing. Check out her strategy!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Jhanel Wilson
- https://linktr.ee/Jhanel.Wilson
- https://www.instagram.com/jhanelwilson/
- jhanel.wilson@gmail.com
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Show Notes * Her background - 2:00 * How she got started - 5:11 * Her favorite asset class - 7:42 * Investing is not about buying something - 9:11 * The velocity method - 14:35 * What’s velocity - 17:30 * Teaching people that there are different types of life insurance - 30:07 * There are always two sides of every coin - 32:00 * Having the same view about money - 35:31
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Michael “Mike” Morawski is a 30+ year real estate investment veteran. He has controlled over $285,000,000 in real estate transactions. Mike is an entrepreneur, author, real estate trainer, public speaker, and personal coach with a strong, personal resilience, and a deep desire to help others live an extraordinary life. He has coached hundreds of real estate investors to fulfill their dreams.
Michael began as a general contractor in the Northwest Suburbs of Chicago with $5 mm in annual revenue. He sold his company and then took some time off to decide what to do next. Michael entered the real estate industry as a sales agent building a team of agents and support staff that produced over $20 mm per year in sales production. In 2005, Michael started a private equity firm, raising $18 mm in private equity and acquired $60 mm in multi-family apartments including 4,000 units in five different US markets. As part of the company’s growth, Mike built and developed a property management division that managed 7,500 units.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Michael Morawski
- https://mycoreintentions.com/team Special Listener Gift
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Show Notes * Being an entrepreneur all his life - 3:36 * Applying some basic principles - 4:41 * Being passionate about multifamily - 8:08 * What real estate really is - 9:17 * Can people start with a multifamily? - 13:13 * You have to learn something new - 18:41 * Having an exit plan before you buy - 21:31 * There are different ways to exit from a deal - 22:27 * Real estate is powerful - 24:31 * Being in prison - 34:24 * Starting to go to the gym - 35:19 * Having some savings - 38:29 * Making smart choices - 40:48
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Curtis interviewed Lori Granito about how she built her business. She has been 4 times TEDX speaker and 2 times entrepreneur of the year award winner.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Lori Granito
- http://www.lorigranito.com/
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Show Notes * Her background - 3:41 * When her restaurant collapsed - 7:12 * Asking for help - 15:04 * Leaving Hong Kong - 15:45 * The coaching world - 16:43 * Her third TED talk - 18:40 * Your number one asset is you - 21:31 * Money is a result of creating value - 21:50 * Many entrepreneurs do not like to look at numbers - 30:55 * Doing the things that you like - 34:55 * Stop having people pay you for an hour for this… - 43:34 * You have to know how much you want to make - 47:00 * Find help to scale your business - 49:23 * Your best investment is you - 52:33
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Curtis and Lisa explore turning your talents into revenue. She tells us her story from corporate to full-time business owner.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Lisa Brooks
- https://cheflisabrooks.com/
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Show Notes - Being a single mom with no degree - 2:18
- Loving to cook - 2:38
- Creating an atmosphere of service - 7:02
- You create your own value - 7:42
- Not being reactionary in business - 9:35
- What was her number one goal? - 11:23
- Invest in education - 22:29
- You can choose to stay in a situation or not - 24:17
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Curtis and Kyle Christenson explore the natural tendencies that keep people stuck financially. What can you do to become financially independent? Check it out in this episode!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
- Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Kyle Christenson
- kyle@personalfinancialsnapshot.com
- https://personalfinancialsnapshot.com
- https://www.linkedin.com/in/kyle-christensen-45788b3b
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Show Notes
- Being financially independent - 2:32
- Reaching financial freedom - 3:44
- Get something for nothing - 4:48
- What real investing is - 7:39
- Investing is about becoming something - 8:58
- What’s success? - 12:31
- Accountability is an essential ingredient to success - 14:02
- Saving money should be automatic - 16:03
- Playing the game people wanted to play - 19:30
- Knowledge is what empowers people - 20:02
- Your pain-free approach - 20:37
- What’s the best financial plan - 24:39
- We need to diversify first - 25:47
- Focus on compounding interest - 39:09
- How financial planning is done - 47:21
- Becoming financially free - 50:57 Review, Subscribe and Share
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Curtis and David discuss how you can use social media to expand your business and get your message heard. David Simons is an entrepreneur and media enthusiast who utilizes his offline and online skills to promote brands, increase businesses, support causes, and build relationships. He's passionate and excited about social media, and his success and energy have attracted Fortune 500 companies, non-profits, churches, and entrepreneurs, all coming to seek his help and assistance in building their own strength and power through social media.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
- Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with David Simons
- David@kingdomsocialmedia.com
- http://www.kingdombusinesssolutions.com/
- https://www.linkedin.com/in/daviddsimons/
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Show Notes
- Always interested in business and media - 4:38
- Be great at what you do - 6:47
- There are principles, strategies, and tactics - 14:12
- Building credibility to work with people - 17:51
- The first level of trust - 21:41
- How to grow a message - 26:27
- What to learn from the pandemic - 29:51
- Educate people on target marketing - 31:03
- You have to understand and respect the process - 32:01
- About advertising - 32:57
- Opportunities for business owners - 34:35
- Get in touch with David - 45:55
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Curtis and Dr. Faye spoke about how she helps entrepreneurs and faith-based organizations expand revenue opportunities and get the right mindset for success.
Curtis’ motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Dr. Faye Wilson
- globalchurchinc@gmail.com
- https://www.boldnewbeginnings.com/
- http://globalacademyinternational.com/
- Phone: 1-870-594-7900
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Show Notes
- You have to monetize your message - 1:14
- What she teaches - 2:10
- Why are people struggling monetarily? - 3:09
- The American Dream - 6:12
- Playing the game and winning - 7:35
- Money follows value - 14:26
- You have to think and listen - 16:00
- What social workers do - 18:37
- Security is the ability to produce - 22:57
- Investing in a skillset - 28:43
- How she helps and coaches people - 30:55
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Curtis talks with Eli Smith. They share Eli’s experience and progress as a second-generation business owner. Eli Smith is an award-winning contractor who founded and runs successful businesses in construction and real estate development. A committed and energetic entrepreneur, he is following in the footsteps of his parents who were successful business owners for over 40 years. Eli is hopeful that one day one of his own 5 children will be inspired to make a difference in their community by starting their own business.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Eli Smith
- http://www.esmithcontractors.com/
- http://www.esmithcontractors.com/our-history/
- eli@esmithcontractors.com
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- Show Notes
- Eli’s background - 1:51
- You have to have the infrastructure - 8:23
- The lack of capital - 10:09
- Not being afraid to take chances - 12:38
- We have to allow our people to fail - 16:39
- What’s the purpose of being in business - 19:58
- Following your passion - 28:56
- The mental growth that we need to have - 32:26
- You have to maximize your time - 33:31
- His company - 37:21
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Curtis talks about principles and how you can apply these principles to create financial freedom. He also dives into the 4 pillars of financial security.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Text PWEALTH to 1-833-422-0250
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Show Notes
* Feeling anxiety and implementing principles to create financial freedom - 1:26
* Where should you invest? - 2:32
* Start with the “what” - 3:31
* About investing - 4:20
* Creating economic independence - 5:13
* The 4 pillars of financial security - 5:53
* The lack of capital - 6:46
* Strategy is the “how” - 11:07
* Living life based on principles - 12:19
* Curtis’s philosophy - 15:13
* What are your principles? - 16:21
* Financial principles - 18:28
* You have to think strategically - 20:06
* The three rules of investing - 29:05
* Getting out of debt creates wealth - 31:22
* What’s the velocity method? - 34:04
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John discusses his journey from corporate to business. John Casmon is a real estate entrepreneur, who has partnered with busy professionals to invest in close to $90 million worth of apartments. John also consults active multifamily investors to help them start or grow their business. He hosts the Target Market Insights: Multifamily + Marketing podcast and is the co-creator of the Midwest Real Estate Networking Summit, a no-pitch event to connect like-minded investors.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with John Casmon
- https://www.casmoncapital.com/
- https://www.instagram.com/jcasmon/
- https://www.facebook.com/jcasmon21
- Passive Investing Article https://www.casmoncapital.com/post/benefits-of-passive-real-estate-investing
- Sample Deal - https://www.casmoncapital.com/sampledeal
- john@casmoncapital.com
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Show Notes
- What John does - 2:12
- Looking to create passive income and diversify - 4:18
- Your goal is to create more freedom - 4:42
- You need to be clear on what you want - 6:46
- What success looks like to you - 7:32
- Who you have to be to invest - 10:57
- Your time is valuable! - 12:05
- Investing in real estate - 12:45
- When his network started to expand - 14:56
- You have to build your team - 17:59
- You have to build your own confidence - 21:07
- Activity produces knowledge - 22:33
- What happened with the pandemic - 26:51
- How to create wealth - 28:12
- Reach out to John - 36:44
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Curtis May interviewed Philip Arthurs, host of the Business Minor Podcast. He shared some great insight about growing through acquisition tips on finding, analyzing, and closing business deals.
Philip is an investor, entrepreneur, certified public accountant, and experienced advisor who thrives on helping others succeed!
He has served numerous public and private companies in roles such as a transaction advisor, turnaround/restructuring advisor, external financial statement auditor, internal auditor, internal controls consultant, CFO, and Corporate Controller.
Philip owns multiple companies and has helped many others buy and sell businesses.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Philip Arthurs
- https://www.thebusinessminer.com/practicalwealth
- https://www.thebusinessminer.com/
- https://www.linkedin.com/in/philiparthurs/
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Show Notes
- Philip’s background - 1:23
- His mom as his inspiration - 2:40
- His interest in buying businesses - 6:04
- Successful people have a great mindset - 7:54
- Hiring a consultant is very expensive - 11:13
- Wanting to give, give, give - 13:30
- You have to protect your time - 31:34
- Get your mind right - 34:47
- Using the money of the business to pay off debt - 38:00
- Cash is your oxygen - 42:42
- Get in touch with Philip - 48:38
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Carlos is the guy that stops the IRS and State from destroying your life and the lifestyle you’re working hard to achieve.
When the IRS or the State of California starts sending you letters, they are NOT going to stop until they get every penny they are owed.
The IRS does not send idle threats. Every letter is a ticking time bomb - a PROMISE that they are coming for their money.
The IRS absolutely NEVER gives back the money* they take so it’s always best to take action before they’ve emptied your accounts. Learn more about it in this episode!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Carlos Samaniego
- carlos@taxdebtconsultant.com
-
- https://www.taxdebtconsultant.com/
- Text: 33777 with keyword IRS
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Show Notes
- Carlos’s role and speciality - 1:45
- Taxes as a nightmare - 4:02
- The IRS - 5:42
- How do you pre-plan? - 7:33
- IRS and tax returns - 13:20
- Look at your specific situation - 21:34
- What happens if you’re a small business owner - 22:54
- Keeping things separated - 26:07
- Taxes as our biggest expense - 28:24
- IRS has too many options - 33:20
- Get in touch with Carlos - 35:28
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Curtis talks about some of Walter Williams’s quotes from the article "30 of Walter Williams's Best Quotes on Liberty, Rights, Property, and Coercion".
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- https://fee.org/articles/30-of-walter-williamss-best-quotes-on-liberty-rights-property-and-coercion/
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Show Notes
- Check out Walter’s quotes - 3:48
- What’s NOT Capitalism - 4:30
- Curtis’ definition of social justice - 7:11
- What disappoints Curtis - 7:43
- Your job is to protect my rights - 9:15
- Mitigating your taxes - 10:36
- Democracy vs. Republic - 12:05
- Liberty and Justice for All - 12:57
- Money follows value - 13:27
- Talking about poverty - 17:37
- Liberty vs. Coercion - 19:44
- About sales - 22:49
- The Velocity Method - 23:57
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Curtis talks with Brandon Barnes about wholesaling, how to find deals, and make lots of offers. Brandon Barnes is a real estate investor and owner of REI Live! Atlanta, a monthly meetup group. After being fired from his job as a production supervisor, he made an immediate pivot and chose to become a real estate investor and master the strategy called wholesaling.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Brandon Barnes
-
- brandon@mightyestates.com
- www.sendmoreoffers.com
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Show Notes
- Brandon’s background - 1:53
- Wholesaling as a great path - 3:25
- What is wholesaling - 8:48
- Who is his customer - 13:08
- Brandon’s strategy - 14:40
- Deals with wholesaling - 23:32
- Brandon’s goal - 27:52
- His meetings using zoom during the pandemic - 32:21
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Curtis has the privilege of being interviewed on Financial Thursday Radio Show in Atlanta. He discusses the accumulation theory vs the velocity method. He talks about the practical blocks of how to make money. You will learn Curtis’ wealth rules, what economic prosperity is and the principles of personal finance.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Wealth of billionaires - 1:28
- Accumulating wealth without Wall Street - 3:10
- What are the wealth rules? - 5:28
- What is economic prosperity to Curtis? - 10:28
- What are the biggest challenges for business owners and families? - 12:47
- Curtis’ teachings - 15:11
- 5 principles of personal finance - 19:08
- What are the 4 components of the ideal financial plan? - 26:10
- What are the 4 rules from the banks in Wall Street and why are they bad? - 27:40
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Brent Bowers is an investor and coach with a focus on buying and selling vacant lands and how it differs from investing in single-family or multifamily homes. Through vacant land, you can achieve a life of financial freedom and legacy wealth for you and your family. Are you ready to get started? Listen to this episode!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Brent Bowers
-
- http://thelandsharks.com/
- https://www.instagram.com/brentlbowers/
- https://www.facebook.com/brentlbowers1/
- https://www.linkedin.com/in/brent1/
- brent@thelandsharks.com
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- Free Ebook Financial Planning Has Failed
Show Notes
- Brent’s background - 1:38
- Making money with vacant land - 6:00
- How to localize properties - 8:22
- His biggest fear - 11:25
- Why invest in vacant land? - 15:37
- Building your team to scale - 17:28
- Tips to buy land - 19:43
- How to find those lands - 23:17
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Andrew Millar is a franchise sales specialist with uBreakiFix, an up and coming tech franchise. After moving to the US from Scotland and seeing a lack of stability in so many markets, Andrew found that there were unlimited opportunities within the still young tech franchise industry and specifically the uBreakiFix brand. He is passionate about helping prospective franchisees explore the idea of investing in a franchise and helping them determine if it’s the right fit for them by providing franchise sales consulting. Andrew enjoys connecting with prospective franchisees and new franchisees to help guide them through the process of achieving financial freedom for themselves and their families. Curtis and Andrew discuss the power of franchising and 5 tips for prospective franchise owners.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Andrew Millar
-
- amillar@ubreakifix.com
- https://www.ubreakifix.com/
- https://www.facebook.com/ubreakifix
- https://www.instagram.com/ubreakifix/
- https://www.youtube.com/user/ubreakifixco
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Show Notes
- Andrew’s background - 1:21
- More about franchises - 8:12
- What they do when they meet someone for the first time - 9:26
- Franchise opportunities in the US - 11:09
- The tech industry is still young - 14:55
- The pandemic world - 18:18
- Get in touch with Andrew - 21:31
- The four assets classes - 24:42
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Kamil and Curtis discuss his knowledge in the crypto space. They discuss the different types and how to make money. Learn everything you always wanted to know about making money with Bitcoin and Cryptocurrencies with Kamil.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Kamil Salter
-
- https://course.thecryptocraft.com/courses/the-cryptocraft?ref=fb4522
- kamil.salter@gmail.com
- https://www.linkedin.com/in/kamil-salter-b0379b23
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Show Notes
- Kamil’s background - 2:26
- Generating more income - 8:50
- About cryptocurrency - 11:49
- Inflation - 15:52
- Trading cryptocurrencies - 20:25
- Creating money with your mind - 33:47
- Skills that he has learned with crypto - 36:32
- You have to have a security strategy - 39:11
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Curtis talks with Curtis Jenkins to discuss his book The Only Job Search Book You Will Ever Need: How to Market You. They dive into the 4 P's of marketing yourself so that you know how to negotiate better pay with your employment and how to negotiate your value.
After Curtis Jenkins helped hundreds of people with their job search across the US, it made sense to consolidate the materials and experience in an easy to read guide to reach countless others. The result is a book titled The Only Job Search Book You Will Ever Need: a guide to helping people use marketing techniques to gain an edge on their career aspirations.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Curtis Jenkins
-
- https://www.cljassoc.com/
- cjenkins@cljassoc.com
- https://www.linkedin.com/in/curtis-jenkins-pmp
Special Listener Gift
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Show Notes
- Curtis Jenkins’ background - 0:30
- What made him write the book - 4:12
- Knowing how to plan and being a natural teacher - 5:35
- Security is the ability to produce - 8:50
- One of the best project managers you’ll ever meet - 9:55
- An easy person to work with - 10:44
- Think about your brand like something holistic - 11:13
- How to brand yourself - 12:09
- Security is the ability to produce - 15:52
- The four P’s of marketing: product, price, position and promotion - 16:54
- Continuing to grow - 20:44
- Mentors and sponsors - 23:01
- There are two sides of every business - 25:45
- You have to know and learn the business - 30:07
- Mistakes that a lot of people make - 35:30
- His thoughts about the pandemic - 38:56
- What job security means - 45:10
- Curtis’ next book - 47:46
- Get in touch with Curtis Jenkins - 51:11
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Curtis and Jonathan believe there are six ways you can protect your assets and privacy, depending on the value of your personal and business assets.
Jonathan Feniak is an attorney and partner at https://coloradollcattorney.com/ In this position, he helps business owners at nearly every level and in nearly every industry with asset protection, estate planning, and business formation. Beyond business owners, Jonathan also helps activists of all political persuasions to legally protect themselves.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Jonathan Feniak
- jfeniak@coloradollcattorney.com
- https://coloradollcattorney.com/
- https://www.linkedin.com/in/jonathanfeniak?challengeId=AQGrAtaWcPbaUgAAAXVvNopNHtGmdFsa95JCJXJiv1u0_HOK-zDT6dd-urfrtjQp1NiYvV0j8rMl7VmP5yG5vpUcGaqqKmBbJA&submissionId=adff35e1-3928-4216-2ed8-e28b949aba02
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Show Notes
- Creating the proper structures - 1:01
- Jonathan’s background - 2:29
- Six ways to protect your assets - 7:27
- Asset protection laws - 17:40
- Having an insurance policy - 21:45
- Doing crazy things when you do not have money - 24:14
- Equity in a property - 26:59
- Figuring out what is appropriate to an individual - 31:50
- Get in touch with Jonathan - 39:00
- Learn more about asset protection - 39:54
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Gull is looking to help everyone break free from their limiting beliefs about money so they can live a life of unlimited abundance by learning her 3 steps to Cashflow Mastery.
Gull Khan is a former Banking and Finance Lawyer, who left her corporate job to pursue her passion and become a Money Mindset Expert and Healer. She successfully overcame her battle with dyslexia and then completed her Law Degree at Queen Mary, University of London. She then went on to become a Barrister with Middle Temple (UK), Attorney with the New York Bar, and a fully qualified Solicitor with the Law Society of England and Wales in the UK. If all that wasn't enough, Gull is also a trained Intuitive Life Coach and a certified Emotional Freedom Technique (EFT) expert, with a special focus on money in each discipline. Gull has helped hundreds of men and women to heal their money stories and to manifest between $2,000 to $830,000 within 8 weeks!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Gull Khan
-
- http://www.gullkhan.com/
- gullkhancoach@gmail.com
- https://uk.linkedin.com/in/moneymindsetwithgullkhan
- https://twitter.com/itsgullkhan
- https://www.instagram.com/moneymindsetwithgullkhan/?hl=en
- https://www.facebook.com/TheGullKhan/
- Phone: 07496-312593
Special Listener Gift
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Show Notes
- Gull’s background - 2:30
- Money is never enough - 8:19
- How she truly feels about money - 8:55
- Money gets blamed for everything - 11:00
- Money means freedom - 12:09
- What’s your money avatar? - 15:54
- Not having a negative impact on money - 16:29
- Money comes and goes - 18:11
- Building better relationships - 25:04
- Manage your money better - 34:28
- 3 step cashflow mastery - 41:39
- Get in touch with Gull - 43:38
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Curtis talks about economics and scarcity. He explains why before consumption, it has to be production.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Talking about economics - 2:22
- Having a philosophy about money - 4:25
- What about the 1%? - 5:02
- About inflation - 6:07
- Security is the ability to produce - 9:41
- Becoming financially independent - 16:24
- Changing the system - 20:53
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Edna and Curtis discuss her journey from a single mom at age 16 to a multimillionaire real estate entrepreneur and coach and how she helps others achieve financial freedom in 3-5 years. Edna Keep, real estate investment teacher and author of Multiple Ways to Wealth: Creating Your Prosperous Lifestyle, has a deep understanding of what investors want in a deal.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Edna Keep
-
- https://ednakeep.com/get90daysto5k?cookieUUID=47a69716-6dbf-4de3-95df-680d13501120
- https://ednakeep.com/
- edna@ednakeep.com
- https://ca.linkedin.com/in/ednakeep
Special Listener Gift
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Show Notes
- Edna’s background - 0:55
- There are four types of asset classes - 2:42
- Robert Kiyosaki’s training - 8:15
- Edna’s transition - 12:11
- You have to start thinking a little bit bigger - 13:56
- All starts with the mindset - 16:36
- A mindset shift - 17:53
- What’s vendor financing? - 18:56
- You have to learn how to talk to people - 22:58
- Having a partner - 26:38
- You have to do the work - 28:55
- You have to focus - 30:54
- Get in touch with Edna - 31:41
- The plan is becoming financially independent - 36:00
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This is the second of a two-part series with Sabrina Brooks. Curtis and Sabrina discussed some of the growing pains of starting a new enterprise and specifically some of the things to watch out for when filing claims on your homeowners’ policies. Also, they dive into some success stories.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Sabrina Brooks
- sabrina@pledgeadjusting.com
- https://www.linkedin.com/in/sabrina-brooks-07648317b
- Phones: 267-600-8253 or 267-679-9005
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Show Notes
- What does Sabrina offer - 1:35
- What’s a public adjuster? - 2:04
- Some people think that they are their best advocate - 7:48
- The job of the insurance adjuster - 11:40
- Why do you need a public adjuster? - 16:55
- You need someone to read your policy - 23:41
- Being a real estate investor - 25:21
- Teaching principles of protection - 28:28
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This is the first of a two-part series with Sabrina Brooks. Curtis and Sabrina discussed some of the growing pains of starting a new enterprise and specifically some of the things to watch out for when filing claims on your homeowners’ policies.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Sabrina Brooks
-
sabrina@pledgeadjusting.com
-
https://www.linkedin.com/in/sabrina-brooks-07648317b
-
Phones: 267-600-8253 or 267-679-9005
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Invest in what you know and what you can control - 0:55
- Sabrina’s background - 3:49
- Adding value to businesses - 6:52
- You are responsible for your success or your failure - 14:00
- Having a list of homeowners - 18:56
- If you do not know your numbers, you do not know where you are failing - 19:51
- Running a successful business - 22:57
- Having so many great ideas - 15:19
- Her two biggest motivators - 16:41
- Promoting wealthy teams - 32:43
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Just a few years ago, Zack Boothe was a window cleaner. You can even find his window cleaning tutorial videos on youtube with millions of views. Although he achieved success with his window cleaning business, he always dreamt of being a real estate investor. Taking a leap of faith, he walked away from window cleaning, and within a handful of years, he was making over a million dollars per year from real estate investing. Zack now has his own team and spends much of his time giving back and helping others get started in the competitive game of real estate. Zack is passionate about sharing how easy it is to be successful, once you implement a system that consistently produces discounted properties.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Zack Booth
-
- https://www.youtube.com/c/DFDMastery
- https://www.dfdmastery.com/replay-opt-in
- https://www.facebook.com/dfdmastery/
- https://www.instagram.com/zackboothe.dfd/
- https://www.linkedin.com/in/zackboothe
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Show Notes
- How simple it is to make money - 1:16
- It is not an idea, it is hard work - 2:58
- Having financial freedom - 20:20
- Practice, study and teach - 21:32
- Looking for discounted properties - 27:00
- What you can find at a discounted property - 30:47
- Making you a successful investor - 31:56
- Making 40 thousand dollars in 40 days - 33:33
- Being successful - 34:53
- Having discounted deals - 36:17
- His average deals - 37:15
- Reach out to Zach - 39:42
- There’s no obstacle insurmountable to be successful - 40:10
- Money follows value - 42:07
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Curtis and Lindsay discuss the state of the mortgage industry during the "pandemic", what is mortgage insurance and why it helps. Lindsey Johnson currently serves as President of U.S. Mortgage Insurers (USMI). USMI is the nation’s leading private mortgage insurance association private mortgage insurance association, comprising five of the six U.S. mortgage insurance companies in the country. As President of USMI, Lindsey works with member companies to advance the value of private mortgage insurance (MI) to borrowers and taxpayers and to promote a sustainable housing finance system backed by private capital.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Lindsey Johnson
-
- https://www.lowdownpaymentfacts.com/
- https://www.linkedin.com/in/lindsey-johnson-455221a
- https://twitter.com/lindseyusmi?lang=en
Special Listener Gift
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Show Notes
- About mortgage insurance - 4:54
- The myth of the 20% down payment - 6:18
- Mortgage insurance payments - 8:01
- Know your options - 8:46
- What happens today with the pandemic - 13:22
- The pandemic crisis - 16:07
- The impact of the virus - 20:14
- Down payments do matter - 21:09
- Putting your capital at risk - 24:03
- Qualifying for a mortgage - 26:22
- How to build your credit - 28:18
- Understanding your credit score and savings rate - 28:38
- Being curious about the mortgage industry - 35:09
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Curtis May interviewed Jay and Samera Harvey about their Journey into entrepreneurship. Jay and Samera’s academy trains investors on how to close their first real estate deal in under 30 days with little or no money, flipping mobile homes in parks. The numerous student testimonials online prove that their system works and is driven by results. In fact, one of their students was able to purchase a 40 unit mobile home deal for only $8,000 and create a portfolio worth over $250,000 in 90 days on his very first deal. Together, Jay and Samera have created a thriving online community where hundreds of students can support and partner together on deals across the nation.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Jay and Samera Harvey
-
- https://trailercashacademy.com/
- https://www.linkedin.com/in/jay-harvey-a15b0a1a9
- https://www.instagram.com/trailercashacademy/?hl=en
- https://www.instagram.com/sameraharvey/?hl=en
- info@trailercashacademy.com
Special Listener Gift
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Show Notes
- Helping people discover financial freedom - 0:36
- Their background - 1:50
- Talking about mobile homes - 4:20
- Flipping properties - 7:11
- Teaching clients - 12:06
- How to leverage mobile homes - 18:40
- Explaining financial freedom - 19:00
- Training for clients - 26:47
- Their favorite books - 29:31
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Curtis talks with Anna Myers, Vice President at Grocapitus. They discuss ideas about the mindset shift to be successful in multifamily investing. Grocapitus Investments exists to find and present rock-solid commercial real estate investments to their highly valued capital partners. In addition to producing attractive risk-adjusted returns for their investors, they strive to enhance the life of every tenant, team member, and individual that comes into contact with their business.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Anna Myers
-
- https://multifamilyu.com/
- http://www.grocapitus.com/
- https://www.grocapitus.com/#team
- anna@grocapitus.com
Special Listener Gift
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- Free Ebook Financial Planning Has Failed
Show Notes
- What Anna does at her company - 1:41
- What is Grocapitus? - 2:34
- The power of data - 5:20
- Empowering advisors with information - 7:06
- The value of your home - 10:59
- The numbers tell a story - 15:01
- Looking at population growth - 18:31
- Starting in multifamily - 22:56
- You have to learn how to grow - 25:06
- How she got into multifamily - 25:39
- Setting goals for yourself - 27:06
- An amazing time to get into multifamily - 28:16
- Finding your passion to create wealth - 30:50
- Learning how to play the game - 32:43
- Learning more about multifamily - 35:03
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Curtis talks with Sean Tepper about his background, as the Founder and CEO of TYKR. Sean has a unique combination of IT project management and investing. From 2006 to 2011 he operated a small services business, building websites and custom software applications for small and mid-sized enterprises. During these first five years of his career, he discovered he wasn’t going to build wealth by providing a service or working a job. He came to realize that real wealth is created through investing.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Sean Tepper
-
- sean@paybacktime.pro
- https://paybacktime.pro/team/
- https://www.facebook.com/paybacktimepro
- https://twitter.com/seantepper
Special Listener Gift
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- Free Ebook Financial Planning Has Failed
Show Notes
- What’s TYKR - 1:43
- Sean’s background - 2:18
- What to do as an investor - 7:13
- A good candidate for TYKR - 12:32
- Sean’s mentor - 14:23
- Buying stocks with discounts - 17:19
- What does TYKR mean for you - 18:12
- Investing in the stock market based on emotions - 19:26
- Investing is boring - 21:09
- How much should I invest? - 27:30
- Check out TYKR and learn - 31:55
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Curtis talks with Carl Allen about building a legacy of multi-generation wealth. Carl Allen is a world-class entrepreneur, investor, and corporate dealmaker who has worked on more than 330 transactions worth close to $48 billion. In his nearly 30-year career, Carl has analyzed thousands of businesses big and small in 17 different countries across nearly every business sector including: technology, pharmaceuticals, transport and logistics, engineering, manufacturing, aerospace, consumer goods and services, business services, retail, professional services, finance, packaging, and corporate clothing.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Carl Allen
-
- https://signups.dealmakerwealthsociety.info/X428W600
- https://dealmakerwealthsociety.com/
- https://dealmakerwealthsociety.com/about-us/
- https://twitter.com/dealmakerwealth?lang=en
- https://www.instagram.com/_dealmakerwealthsociety_/
Special Listener Gift
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- Free Ebook Financial Planning Has Failed
Show Notes
- Carl’s background - 1:34
- Doing deals all over the world - 2:22
- Creating a coaching program - 4:52
- Being a business broker - 6:12
- Reinvesting in real estate - 7:19
- The value of buying a business - 9:41
- A great deal for you - 12:40
- Three types of business you can acquire - 16:57
- Three ways you can make money - 23:45
- Building multi-generational wealth - 26:26
- What Carl does when he buys a business - 29:40
- The importance of psychology when you are buying - 31:14
- What’s great about deals - 32:55
- Skills, tools, and mindset - 35:15
- The deal-making mindset - 36:11
- Reading great books - 40:06
- Training with Carl - 41:23
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Curtis May interviews Neal Bawa, a real estate investor and CEO of Grocapitus Investments and Multifamily University. They discuss how understanding the numbers in commercial transactions leads to more efficiency. Neal sources, negotiates, and acquires Commercial properties across the U.S., for nearly 500 investors. Current portfolio is over 2000 units, projected to be at 3000 units in 12 months.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Neal Bawa
-
- https://www.linkedin.com/in/neal-bawa
- https://multifamilyu.com/about/
Special Listener Gift
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Show Notes
- Neal’s background - 0:37
- Technology for real estate - 2:19
- Where is the risk? - 9:56
- Having properties in different places - 10:13
- What to look at in a property - 11:07
- The numbers tell a story - 12:47
- A process of constant experimentation - 15:51
- Creating assets - 22:16
- Neal’s final thoughts for listeners - 25:33
- The importance of technology - 26:25
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In this episode, Curtis May and Sam Denton will discuss popular, but not well-known R&D tax credits: what they are, who qualifies, and how to save 10's of thousands to hundreds of dollars you might be losing out on.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Sam Denton
-
- sam@dentonwealthstrategies.com
- https://www.dentonwealthstrategies.com/
Special Listener Gift
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Show Notes
- A show for business owners - 0:33
- Educating the CPA - 3:48
- Developing a new technique - 5:43
- Working with clients - 8:13
- Looking at your business activity - 9:10
- Overpaying taxes - 10:06
- What his company is trying to do - 12:16
- All about credit - 15:06
- You have to keep your records - 18:13
- Who’s taking the risk - 21:14
- Helping small business recover cash - 26:46
- Their process and what they do - 28:10
- Living on your terms and creating independence - 29:00
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Curtis and Ben Golden talk about how to help families in business resolve IRS tax issues and have peace of mind. During his postgraduate years, Ben prepared income taxes for corporations, trusts, estates, and individuals as a clerk, staff accountant, and eventually a business owner. In 2004, he purchased the family-owned Golden Income Tax & Accounting Inc. based in Thomasville, AL, a firm focused on individual taxes. His goal is to help his clients feel at peace by representing them knowledgeably, to protect them by working within the confines of their rights, and to let them know that their posterity will be secure in the years to come.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Ben Golden
-
- https://goldentaxrelief.com/about/
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Show Notes
- Wanting to give clients peace of mind - 0:58
- IRS rules - 2:56
- You have the right to representation - 7:37
- A misconception that many people do not understand - 9:51
- Figuring out why you have a letter - 11:53
- There are two types of people - 15:33
- To guide somebody you need to do an investigation - 16:08
- What is client expectation management? - 22:32
- The key is communication - 23:19
- Ben’s four cornerstones - 29:17
- File your taxes on time - 36:50
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Curtis interviews Tenny Tolofari about how he started multifamily investing. Prior to establishing Xsite Capital Investment in 2019, Tenny spent several years leading a major sales force in one of the fastest-growing financial service companies in America. He is also a Global Cyber Security professional supporting the likes of Boeing and Deloitte. Tenny met his business partner Leslie Awasom in 2019. Together, they invested in a 192 unit apartment project in 2019 as Limited Partners and are on track to acquire 500 units in 2020. Tenny's major role is building relationships with brokers, property management companies, and investors to ensure the success of their property investment business.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Tenny Tolofari
-
- ttolofari@xsitecapital.com
- https://www.xsitecapital.com/
Special Listener Gift
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- Free Ebook Financial Planning Has Failed
Show Notes
- A cash flow program - 2:42
- Investing in real estate - 3:19
- What you have to do as an owner - 5:40
- Expanding his vision and network - 6:19
- Getting started in multifamily investing - 8:19
- Educate yourself - 9:49
- All you need to do is take action - 13:22
- Wanting to do business - 15:47
- Ensuring your investment - 17:19
- The importance of building confidence - 23:18
- The excitement of multifamily investment - 24:27
- Wanting to educate people - 25:17
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Curtis interviews Kim Daly from The Daly Coach. Kim Daly is one of America’s Top Franchise Consultants who has helped thousands of people explore franchise opportunities. For over 20 years, she has traveled the country as a keynote speaker and business break out leader and has hosted her own live events educating, motivating, and inspiring Americans to dream of small business ownership through the proven systems of a franchise.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Kim Daly
-
- kim@thedalycoach.com
- https://thedalycoach.com/
- Welcome Page link: https://thedalycoach.com/practicalwealth/
- https://thedalycoach.com/practicalwealth/
Special Listener Gift
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Show Notes
- About franchising - 2:35
- Kim’s background - 3:22
- Working with big national brands - 4:26
- Teaching people how to use the internet - 5:06
- Understanding the franchising industry - 7:24
- Attracting a certain customer - 10:07
- The right time is always now - 14:38
- Investing in a franchise - 15:54
- Selecting the right franchise - 18:06
- Successful business owners - 20:39
- Not selling a franchise, selling freedom - 23:40
- What’s the life that you want to live? - 24:58
- Having an abundant mindset - 32:00
- Teaching you all that you need to do - 36:01
- Loving to teach people - 42:13
- The legacy of entrepreneurship - 43:25
- Learning about franchising as an investment - 44:43
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Since 1996, Kim Avant-Babb has operated Babb Properties LLC, a real estate development firm headquartered in Sicklerville, New Jersey that redevelops urban residential properties in her native Philadelphia in order to provide quality housing and build stable communities. Babb Properties LLC celebrates 30 plus years of a 0% eviction rate and prides itself on quality customer service and landlord integrity. Kim also provides landlord coaching and mentoring. Kim Avant-Babb is also the chief strategy officer at the New Jersey redevelopment authority (NJRA), a multi-million dollar independent financing authority created by the state of New Jersey to transform urban communities through direct financial investment and technical support. In today’s episode, Kim and Curtis talk about Kim’s philosophy and her company.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Kim Avant-Babb
-
- https://www.linkedin.com/in/ameenahdesigns
Special Listener Gift
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- Free Ebook Financial Planning Has Failed
Show Notes
- Kim’s background - 1:42
- Passing down knowledge - 3:27
- The strategy from the beginning - 4:05
- Buying in the right location at the right price - 4:47
- Having a real estate business - 5:48
- Talking about the individual investor - 10:00
- Bringing value to the marketplace - 19:00
- Facilitating your property management - 22:30
- Some tips for landlords - 24:03
- Being addicted to reading - 27:03
- How you manage change - 27:53
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Travis Smith is Founder and CEO of Tribevest, a platform that makes it 10x easier & less expensive to align, formalize, pool capital, and ultimately buy real estate together. He has a unique and extensive background in financial services and enterprise payment software. Before discovering his passion for technology, Travis was a top financial advisor at Morgan Stanley. With his wealth management training, he became a thought- leader in the FinTech industry with a focus on digital payments. Most recently, he led the Strategic Alliance team at Jack Henry & Assoc., a multi-billion dollar FinTech company and core software for thousands of banks. In today’s episode, Curtis and Travis talk about investing as a group: the secrets of working together to create additional revenue streams.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Travis Smith
-
- https://www.instagram.com/tribevest/?hl=es-la
- https://www.tribevest.com/
- https://www.tribevest.com/team
- https://twitter.com/tribevest?lang=es
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Travis’ background - 0:18
- Real estate investor groups - 1:33
- Where to start - 4:08
- “The rest of us” - 5:39
- The future business ownerships - 8:32
- Having one source of income - 12:27
- When the real freedom comes in - 14:34
- Wealthy families - 23:10
- You are your best investor - 24:23
- Find the best deal - 25:50
- What’s the best deal in the world? - 26:25
- What technology does for us - 28:21
- Starting a business in 15 minutes - 29:39
- How to read the numbers - 30:33
- Travis’ company services - 32:00
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The business cycle explains the problems that business owners face with the traditional banking system, in today’s episode, Curtis May and Joe Pantozzi explain this cycle and how you can use it!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Joe Pantozzi
-
- https://alphaomegawealth.com/nevada/joe-pantozzi/
- https://www.linkedin.com/in/joe-pantozzi-941a073
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- The business cycle - 0:24
- Becoming a business owner - 1:23
- The master of your own destiny and future - 5:00
- All about cash flow - 7:35
- Talking about coronavirus - 9:44
- Banks and assets - 14:11
- Putting money into life insurance - 19:55
- Controlling money - 23:56
- Let the banks do the work - 27:30
- Seasons affect the business cycle - 36:00
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Do you know what a HELOC is? If you don’t, this is the episode for you, because Joe Pantozzi and Curtis May discuss what it is and how you can use it. Enjoy!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Joe Pantozzi
-
- https://alphaomegawealth.com/nevada/joe-pantozzi/
- https://www.linkedin.com/in/joe-pantozzi-941a073
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- What’s HELOC - 1:15
- Your mortgage balance - 4:01
- Paying your mortgage efficiently and quickly - 5:54
- At the end of the day, where’s your money? - 6:24
- Getting out of debt - 7:56
- A strong element of liquidity - 9:49
- Four asset classes - 11:21
- Minimize your taxes - 12:51
- Pay yourself first - 14:39
- Understanding how money really works - 19:34
- Create cash flow - 23:03
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Chief Financial Fitness Trainer of Bissett Financial Fitness Inc. Tracey Bissett, educates and empowers individuals, notably young adults, and entrepreneurs to take control and live their financial lives with confidence. Curtis May talks with Tracey about why managing cash flow is key to making business decisions.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Tracey Bissett
-
- https://ca.linkedin.com/in/traceybissett
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Managing your cash flow - 1:55
- It all starts in your mind - 2:25
- It is all about cash flow management - 2:58
- Your business expenses - 5:46
- If you do not collect cash, you’ll have a problem - 8:37
- What creates cash flow issues - 10:28
- Tools to understand your financial position - 11:10
- What lenders care about - 16:57
- Working with and teaching clients - 18:40
- The numbers tell a story - 21:28
- What’s investing in your business - 22:25
- How you have to be with your money - 27:41
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Curtis May and Leslie Awasom discuss how Leslie came to America 20 years ago to pursue the American dream. Despite having a full-time career as a nurse, he is on track to acquire 500 units in 2020. Leslie is the Director of Operations and co-founder of Xsite Capital Investment LLC, a multifamily real estate investment focused company in the Washington DC area. He manages the company operations, market/data analysis, cash flow, and budget analysis.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Leslie Awasom * + https://www.xsitecapital.com/ + lawasom@xsitecapital.com
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * A great guest today! - 0:17 * Leslie’s background - 2:18 * His learning process - 4:42 * Leslie’s goal - 9:21 * Looking for more properties - 10:40 * How he started his company - 12:14 * Taking the first step - 14:30 * The importance of savings - 16:58 * A multifamily journey - 19:54 * Common mistakes that people make with multifamily investing - 21:45 * Teaching about what you do - 25:50 * Creating strong relationships - 29:01 * Providing value to other people - 31:06
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Stephen Wible is a public speaker, author of “Business Credit – The Complete Step By Step Guide”, trainer, and avid learner. He passionately combines his high energy and business credit knowledge and is a recognized expert in the field. Curtis and Stephen discuss the four biggest mistakes business owners make in building business credit.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Stephen Wible * + www.businesscreditspeaker.com + https://www.linkedin.com/in/stephenwible + stephen@creditsuite.co + Phone: 727- 258-5705
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Building business credit - 1:14 * Applying for credit - 3:54 * Stephen’s clients’ experiences - 5:54 * Building your business credit profile - 6:59 * Info about your profile - 10:05 * What to put in a credit application - 11:13 * Artificial intelligence - 13:06 * Your bank credit score - 17:47 * Explaining why you need the credit - 22:29 * How you have to look at business credit - 26:54 * A credit limit for your company - 31:31 * Stephen’s closing words - 37:39
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After 12 years as a Licensed Professional (PE) Civil/Industrial Engineer, Lane Kawaoka fired the boss and began to focus 100% on his investing and helping others in his Passive Investor Accelerator & Mastermind. In this episode, Curtis and Lane discuss how to scale your investing into multi-family investing for high paid professionals.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Lane Kawaoka * + lane@simplepassivecashflow.com + https://simplepassivecashflow.com/ + https://curtismay--simplepassivecashflow.thrivecart.com/mastermind/ + https://curtismay--simplepassivecashflow.thrivecart.com/ecourse/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Lane’s background - 2:05 * Investing as a business - 4:29 * Focusing on savings and cashflow - 7:33 * Being a passive investor - 11:38 * Deals and how to protect them - 16:28 * Passive investors focus - 19:45 * Your number one asset is you - 22:19 * Talking about opportunity fund - 23:58 * A place to store your cash - 26:04 * It is not about the investment, it is about the vision - 29:33
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For well over two decades, Dan Zitofsky has specialized in working with clients to build equity in their wealth portfolios through investments, savings, IRA’s, and 401K’s. His company, Zitofsky Capital Management, performs extensive due diligence to protect every investment for its investors as well as their lenders. Dan and Curtis discuss the journey from working for money and having no life to switching his focus to one of cash flow. Dan’s focus is on teaching students how to become prosperous.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Dan Zitofsky * + http://www.zitofskycapitalmanagement.com/ + dan@zitofskycapitalmanagement.com
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Dan’s background - 0:46 * Creating true passive wealth - 1:39 * Being a real estate investor - 3:30 * Understanding the “why” - 7:07 * Buying ten to fifteen properties - 10:34 * There are four asset classes - 14:01 * Building passive income - 14:38 * Teaching people how to create wealth - 21:16 * Taking your business to the next level - 22:19 * Do not skip steps to build a strong foundation - 27:11 * Wealthy people think differently - 31:19 * Working with people, processes, and systems - 38:03
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Chris Prefontaine is a 3-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Moneeka Sawyer’s Real Estate Investing for Women. He’s also the Founder and CEO of SmartRealEstateCoach.com and host of the Smart Real Estate Coach Podcast. Chris has been in real estate for almost 30 years. Today, Chris runs his own buying and selling businesses with his family team, which purchases 2-5 properties monthly so they’re in the trenches every single week. Curtis and Chris talk about how to create real estate on your terms!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Chris Prefontaine * + https://smartrealestatecoachpodcast.com/chris-prefontaine/ + https://www.linkedin.com/in/chrisprefontaine
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Talking to the Smart Real Estate Coach - 0:18 * His family team - 1:08 * What is “buying on your terms”? - 2:35 * Working on your mindset - 4:22 * Coronavirus challenges - 5:26 * Going on terms - 8:07 * Teaching people how to make a good deal - 9:44 * About retirement plans - 12:01 * Learn how to earn money - 12:28 * Teaching how to be the guide for the sellers - 13:41 * Chris’s closing thoughts - 21:03
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Bruce Wehner is a Cash Flow Specialist at E3 Wealth Consultants. He and his company help people keep more of their money. They discover what money is flowing into your control and what money is flowing out of your control, and they strategize to get more money to flow into your control. Bruce and Curtis talk about how you can have more money to retain and utilize for your life and for future generations.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Bruce Wehner * + bwehner@e3wealth.com + https://www.linkedin.com/in/bruce-wehner-5619b5a/ + http://e3wealth.com/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Bruce’s background - 0:29 * A podcast to help people live the life of their dreams - 1:21 * Bruce’s coaching philosophy - 2:46 * How he got where he is now - 8:25 * Supporting Kim Butler and Todd Langford - 9:29 * A cash flow management system - 10:50 * The importance of a legacy for many people - 13:58 * Giving investment advice - 18:26 * How do you utilize your money? - 19:45 * Providing alternative investments for clients - 22:50 * Bringing hope to clients - 24:47 * Nelson Nash’s insights - 30:10 * What it means to be an honest banker - 31:04 * The cash flow system - 32:37 * The guarantees of the Infinite Banking Concept - 40:02 * If you want to invest, do it - 41:01 * Human nature - 43:13 * You just need a good place to store cash - 51:28 * Do not follow the crowd - 53:51 * Bruce’s company and what they do - 55:40
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Russ and Joey are the hosts of the Wealth Without Wall Street podcast and discuss with Curtis about infinite banking and the community they are building.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Joey Mure and Russ Morgan * + https://www.wealthwithoutwallstreet.com/about-us + https://www.wealthwithoutwallstreet.com/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Today’s guests - 0:30 * Speaking the same language and believing the same things - 1:27 * The markets going crazy with coronavirus - 3:05 * Teaching people what’s going on - 3:50 * Putting money into Wall Street - 6:17 * Getting into financial freedom as fast as possible - 7:35 * Take control of your cash flow - 8:44 * Do a budgeting course - 11:01 * Steps to create wealth without Wall Street - 12:40 * Invest in yourself - 15:39 * Doing well without Wall Street - 23:59 * Get in touch with the Wealth Without Wall Street podcast - 26:52
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Curtis and Dr. Wallach talk about COVID_19: who gets affected, and why. They also talk about boosting your immune system so you can avoid the current pandemic.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Dr. Joel Wallach * + http://bit.ly/praticalhealth
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Today’s topic: COVID_19 - 0:37 * Dr. Wallach’s background - 1:22 * An interest in nutrition - 3:03 * How to stop COVID_19 - 6:17 * Eighteen months for a new vaccination - 8:04 * Explaining the disease - 10:00 * Boosting our immune system - 12:51 * Gluten and your immune system - 16:56 * How you can stop the coronavirus progression - 18:00 * Stop eating gluten! - 18:44 * What causes the problem? - 22:33 * Why Italy has the highest rates of coronavirus - 26:00 * Stay away from gluten - 33:32 * Healthy pressure and diabetes - 38:47 * The coronavirus will be gone in weeks - 45:28 * Talking about diabetes - 52:50 * Being vegan: a good idea or not? - 56:44 * A number of people die from gluten issues - 57:38 * You have to take control of your life and health - 58:49 * Gluten is not good for you - 59:10 * We need vaccinations - 1:00:27 * Oils are your best enemy - 1:03:23 * Why it is better to not eat gluten - 1:10:48 * Boost your immune system and do not eat gluten - 1:12:20
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Kyle Christensen has a company and software named Personal Financial Snapshot. His company is designed with the clients’ needs in mind first and uses five core principles. The five principles of Personal Financial Snapshot take financial planning to another level by using a project-based analysis. In today’s episode, Curtis and Kyle talk about principal based planning.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Kyle Christensen * + https://www.linkedin.com/in/kyle-christensen-45788b3b/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Starting in the financial planning system - 1:05 * The rules of financial institutions - 2:51 * Financial institutions produce products - 3:31 * What affects the way we play our game - 4:03 * The secret of wealth creation - 5:16 * How financial institutions play the game - 6:38 * Saving 15% or more of income - 7:32 * The financial planning world and maximum protection - 8:10 * Financial planners ideas - 9:01 * Putting your money in retirement plans - 11:50 * What are retirement savings? - 17:25 * The definition of the word “invest” - 18:25 * Explaining the five key principles - 20:40 * Having cash in your house - 22:37 * Investing in things that we do not understand - 23:43 * Focusing on the value of your assets - 24:52 * There’s very little financial education in schools - 25:58 * What you can do to create wealth - 30:03 * Invest in your skillset - 30:46 * Controlling your money - 33:42 * Creating wealth with real estate - 33:55 * Assets that produce cash flow - 36:02 * The multiplier effect - 37:08 * Typical financial products - 40:19 * Living in the information age - 42:20 * If you have cash, opportunities will find you - 43:40 * Knowing the rules of financial institutions - 47:25 * All based on the stock market - 48:43 * Successful people operate with principles - 53:00
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Curtis shares what’s going on in Pennsylvania: about how markets are going crazy, what's going on with the federal reserve, and what's happening in the stock market. Stay tuned and enjoy this episode!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Keep the faith and look for opportunities - 2:04 * What's going on in the world right now - 2:43 * Still open for business - 3:09 * Scary situation - 5:19 * Coronavirus and lockdown - 6:06 * It's the time and opportunity to learn and work from home - 8:07 * Work and save - 11:22 * Not losing is a win - 11:40 * Focus on learning new things - 12:00 * Making yourself strong - 13:05 * Be careful and wash your hands for twenty seconds - 14:34 * Keep fighting and stay safe! - 16:03
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Some people still believe in typical financial planning as an excellent strategy for their businesses, but Curtis encourages us to change that way of thinking. He explains the many reasons why typical financial planning has failed, and offers examples and advice to make our money grow! Be sure to stay tuned, and enjoy this episode.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Where should I invest? - 2:00 * Experience as a club salesperson - 2:44 * The accumulation theory - 3:24 * What do you believe in? - 4:16 * Teaching how money works - 4:39 * You have to save money - 7:08 * Creating velocity - 8:57 * Is it all about accumulation? - 11:07 * Why traditional planning does not work - 12:04 * Traditional thinking on accumulation - 12:32 * You have to understand how money works - 13:22 * Making your money grow - 15:22 * What happens if you focus on accumulation? - 16:34 * Understanding rates of return - 18:29 * What to focus on - 22:07 * Buying something to become an expert at it - 23:00 * Reasons why traditional planning doesn't work - 25:49 * Talking about the book: Financial Planning Has Failed - 31:08
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Welcome to this special edition of the Practical Wealth show! Curtis has two guests from Smart Real Estate Coach: Zach Beach and Chris Prefontaine. Today, Curtis and his guests will talk about the family-owned business, how they care about their associates, home-study clients, and much more!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Zach Beach and Chris Prefontaine + https://www.youtube.com/channel/UCvCpji8-ymDgYxxyQKaUKmw + https://www.facebook.com/smartrealestatecoach/ + https://www.linkedin.com/company/smart-real-estate-coach + https://hugewhy.isrefer.com/go/QLS2/Pwealth/ * (Discount code is EASTER)
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Principles for financial success - 1:43 * Real estate on your terms - 2:42 * Structure deals and have financial success - 4:34 * Build your foundation and financial community - 5:01 * Think with a prosperous mindset - 6:06 * Finding the right mentors - 7:38 * Ten levels to real estate investing - 9:24 * Smart Real Estate Coach model - 9:56 * Taking action immediately with Smart Real Estate Coach - 15:11 * Managing expectations with clients - 16:37 * Smart Real Estate Coach Goals - 17:39 * Alternative ways to create wealth - 21:12
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Julie loves helping business owners have a better relationship with bookkeeping and their finances. She chose to use “Clarity” in the company name because she hopes to make the numbers clear and easy to understand. Julie has seen over and over how proper bookkeeping can increase profits; and doesn’t need to be viewed as just another expense. Julie has been a bookkeeper most of her adult life. She graduated from Penn State with a B.S. in Finance.
She worked for seven years with a CPA firm as their Quickbooks expert, trainer, and bookkeeper. She is an advanced Quickbooks Certified Proadvisor. Those years gave her invaluable insight in knowing exactly what the CPA wants – especially at tax time. Julie has also completed the certification process with Profit First and has multiple clients using the Profit First system.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Julie Shopa * + https://www.clarityfinances.com/about/ + julie@clarityfinances.com + https://www.youtube.com/channel/UCYXRiCP3zTuwHcsBHdaLNlQ?feature=emb_subscribe_title
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Better relationships with bookkeeping - 0:42 * Julie's story - 3:02 * Working hard and not making money in your business? - 4:20 * Having virtual clients - 5:05 * What is bookkeeping and how can it increase your profits? - 6:09 * You have to know where your money is going - 9:17 * Why some entrepreneurs get into a business - 10:54 * Why bookkeeping is an investment - 13:57 * Take your profit first - 17:59 * Why bookkeeping helps you to have better systems - 23:53 * How you can make more money - 26:26 * Changing behaviors and systems - 29:44 * Working with people that make you grow your business - 33:07 * Branding and generating revenue - 34:08 * Driving a bookkeeper crazy - 34:53 * Paying yourself first is a philosophy - 38:25
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Curtis talks with Chris Miles, the Cash Flow Expert, and Anti-Financial Advisor. Listen to this episode so you can learn how to create cash flow and value. Enjoy!
Curtis talks with Chris Miles, the Cash Flow Expert, and Anti-Financial Advisor. Listen to this episode so you can learn how to create cash flow and value. Enjoy!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Chris Miles * + http://moneyripples.com/ + https://www.blogtalkradio.com/moneyripples + https://www.linkedin.com/in/chriscmiles
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Chris's background - 1:24 * Being the anti-financial advisor - 1:50 * Working as a consultant and having a podcast - 4:40 * What principles do you teach to your clients? - 6:50 * The four-asset classes - 8:50 * What's key for wealth and prosperity? - 10:07 * An anti-financial plan - 13:20 * What really creates income - 14:14 * Talking about passive income - 18:39 * The richest person in the world - 20:49 * A passive or active investment? - 22:00 * Secrets to improve your cash flow - 24:19 * What's the cash flow index? - 26:56 * Focusing on the interest rates - 29:31 * Explaining the concept of cash flow index - 30:45 * Using the index for student loans - 32:17 * There are so many ways to create income - 40:45 * How can you create value for people - 42:59 * Creating a win-win for people - 45:14
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Gary Wilson's purpose in life is to guide you to wealth and income with real estate. He loves to teach others how to buy their freedom from renting, flipping, and wholesaling real estate. He is an investor and a real estate agent who can create an environment where investors can work with agents who know how to invest and where agents can profit with their licenses without adding more work! It’s a win-win for everyone involved. Listen to this episode and gain important insights about real estate, enjoy!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Gary Wilson * + https://www.myinvestmentservices.com/ + https://www.linkedin.com/in/winteam/ + https://www.facebook.com/myinvestmentservices?ref=br_tf + https://plus.google.com/110524040779970722034?cfem=1
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Talking about real estate with Gary Wilson - 0:18 * The author of seven books! - 1:17 * Gary's first mentor - 3:11 * A gap between knowing and doing - 4:33 * The importance of mentors and education - 5:54 * What's the big next step? - 6:35 * Your #1 asset is you! - 10:59 * Characteristics of successful people - 14:50 * Strategies to reach your goals - 18:10 * Increasing the cash flow of a property - 21:21 * Real estate strategies - 22:00 * Guiding you to get the best deals in real estate - 29:30 * Why invest in real estate? - 31:19 * Gary's philosophy to understanding real estate - 31:50 * Why leverage your business? - 33:18 * Get in touch with Gary - 36:15 * Teaching real estate agents - 36:36
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Scott Reib (pronounced “Reeb”) is known as America’s Legal Coach. He’s the official Zig Ziglar Small Business Lawyer, a Ziglar Legacy Certified Trainer, and has over 20 years of experience as an attorney. For the last two decades, Scott has been helping business owners, entrepreneurs, coaches, and service providers to “shatterproof” their businesses and succeed in the professional world. Scott is a firm believer in that seeking legal advice doesn’t have to be intimidating or expensive if we treat lawyers like primary care doctors instead of ER doctors. Through his subscription-based Access Plan legal service, Scott is making great strides in shifting that perspective. Enjoy this episode!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Scott Reib * + https://twitter.com/thescottreib + https://www.facebook.com/ScottReibAccess/app/1505485539723918/?ref=page_internal + scottr@reiblaw.com + https://scottreib.wordpress.com/ + https://reiblaw.com/ + https://www.instagram.com/thescottreib/?hl=en * http://reiblaw.com/practicalwealth/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Scott's passion - 1:51 * Are legal services expensive? - 3:02 * In business, time is everything - 6:21 * Strategies to shatterproof your business - 7:00 * Knowledge is power - 10:36 * Explaining the principles to maximize your profit - 11:00 * How to play "defense" - 12:37 * Finding the right coach - 14:05 * The importance of having the right coaches - 14:20 * The Ziglar story - 17:07 * What happened in November 2014 - 20:09 * Struggles that small business owners may have - 22:01 * What's the access program? - 22:58 * Scott's book - 23:41 * Having the ability to serve the advisors - 26:30
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Curtis May will have a series of episodes called “Ask Me” where he shares his intellectual knowledge with us. In today's episode, he will dive into The Flawed Formula. He talks about this in the Wealth & Wisdom Institute and today he will dive into this formula. Enjoy this podcast!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Curtis’s Youtube Channel: https://www.youtube.com/channel/UCYtdLCckUCeuc7inedJcX-A
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Understanding the term “flawed” - 1:01 * How is the traditional final formula flawed from the beginning? - 1:36 * Your financial life has been confiscated - 1:49 * How does the formula work? - 2:13 * Time is the only element that is consistent in the formula - 3:04 * The second part of the formula: Rates of Return - 5:00 * Talking about inflation - 9:34 * Making a plan to have security - 11:31 * What's the ideal plan? - 12:03 * Starting webinars - 13:00
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A short episode about an article that Curtis read written by Kim Butler. She co-founded the Prosperity Economics Movement which promotes education in building and protecting wealth. Stay tuned, and listen to the insights shared in this article. Enjoy!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Kim Butler’s book: https://www.amazon.com/Live-Your-Life-Insurance-Surprising-ebook/dp/B006VUDLMC
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * A checklist to review the benefits of life insurance - 2:12 * Why insurance can help you protect your family - 3:09 * How to build a legacy with life insurance - 3:33 * Make sure to review the beneficiaries of your policy - 5:00 * A good tip: put more than one beneficiary in your policy - 5:50 * Never name minor children as beneficiaries - 8:32 * What is Estate Planning? - 9:56 * Benefits of having a Trust - 11:37 * Having a will and a life insurance policy - 15:02 * The importance of having somebody you can trust - 16:56
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Raw land investing experts Adam Southey and Justin Sliva know exactly where new investors struggle. They’ve each had massive success in their own business, and today they’re on a mission to help others learn how to harness the enormous potential offered by land investments: ROI, cash profits, and sustained passive income. After helping hundreds of other land investors find/sell amazing properties at unbelievable profits, Adam and Justin collaborated in creating powerful resources to support both new and seasoned land investors along their journey. They launched the Casual Fridays REI podcast and built a comprehensive online course that not only answered all the questions they had received from consulting clients, but also incorporated the best of their own combined experience. Adam and Justin are here today to show our listeners there’s more than one way to achieve success when it comes to raw land investing.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Adam Southey & Justin Sliva * + adam@casualfridaysrei.com + www.casualfridaysrei.com + https://www.facebook.com/CasualFridaysREI/ + https://www.instagram.com/CasualFridaysREI/ + https://casualfridaysreipodcast.blubrry.net/about-us/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Understanding another way to get money - 2:16 * Adam and Justin's background - 3:22 * Becoming experts and creating a podcast for new investors - 4:14 * Running a business in a high-level position - 5:33 * Looking for a property and understanding the market - 11:29 * Being driven for money - 12:20 * Helping you buy a piece of land - 12:40 * Helping people scale their business - 14:11 * Seven easy steps to understanding the land market - 15:00 * Why raw land market is easy to understand - 16:30 * Owning land in many states - 17:52 * Owning land and creating equity - 25:18 * Selling on terms, how does it work? - 26:41 * Some people do not want to use land contracts - 27:28 * One of the best things of the land industry - 28:23 * Success stories from their clients - 29:23 * How they tried to grow their business - 32:00 * The best way to get in touch with Adam and Justin - 33:09 * Their podcast and what they share - 33:37 * If you want a way to make money, contact them! - 35:29 * There’s more than one way to achieve success when it comes to raw land investing - 37:00
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Jay Tenenbaum is a co-founder and President of Capital Development of Scottsdale Rei LLC., a real estate investment firm specializing in acquiring assets nationwide. He is a certified keynote speaker, and speaks nationally on note investing and related real estate topics. Curtis and Jay talk about Jay’s background and personal experience as a specialist in acquiring assets. Enjoy, and stay tuned to listen to this incredible podcast!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Jay Tenenbaum * + https://www.linkedin.com/in/jay-tenenbaum-891bba7a + https://www.linkedin.com/profinder/pro/jay-tenenbaum-891bba7a + Jay@Azpcapital.com + https://www.facebook.com/azpcapital1/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Jay's portfolio - 2:41 * Investing is a plan - 7:08 * Jay's favorite cash flow goal - 8:18 * Why Jay likes building wealth with rental properties - 10:22 * Building wealth through cash flow - 15:55 * The importance of building an asset portfolio - 16:43 * A portfolio to find financial independence - 17:07 * Teaching Infinite Banking - 19:23 * Your number one asset is you, you have to invest in yourself - 19:59 * The biggest challenge for a business - 24:42 * Opportunities to buy a property - 26:52 * The importance of creating cash flow, cash flow, cash flow - 27:55 * The biggest challenge when it comes to investing in a property - 28:45 * Education is a foundational base - 29:49 * The best way to get in touch with Jay - 31:55 * Jay's offer of a 15-minute conversation to help achieve your goals - 33:35
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Reggie Brown Jr. is the CEO and Head Trainer of In10sity, a rising health & fitness company located in the New Jersey/Greater Philadelphia area. Reggie and Curtis talk about Mr. In10sity’s background and how he created his company. Stay tuned, and enjoy his insights!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Mr. In10sity * + https://www.in10sityfitnessunited.com/ + https://www.instagram.com/in10sity10/ + In10sityfitnessunited@gmail.com
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Mr. In10sity’s progression in life - 1:30 * Making bad choices - 2:22 * Being desperate to make money - 3:39 * How he started his fitness company - 4:45 * The Regeneration Program - 5:34 * Becoming your own banker book - 7:19 * Wall Street Mantra - 10:30 * An idea that made him a lot of money - 11:27 * Give and give, that's how the Universe works - 12:15 * Share your expertise - 15:44 * You have to use your intellectual capital! - 20:16 * What to do if you want to take control of your life - 22:10 * The importance of making decisions in your life - 27:27 * Do not complain about what you do not have - 28:50 * Think towards your goals - 29:49 * It is all about collaboration - 30:12 * Get in touch with Mr. In10sity - 30:48 * You have to be intense if you want things to happen - 31:20
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Today’s guest is a special friend and client of Curtis’s, Jeffrey Greco. He started his career as a Financial Advisor with Karr Barth Associates, Inc. after graduating from Emory University’s Goizueta Business School. Using his knowledge from his previous real estate and finance experience, Jeffrey launched Second Chance Liberty in 2012 to capitalize on the opportunity to purchase mortgage notes across the United States. He will talk about his experiences and insights, stay tuned, and enjoy!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Jeffrey Greco
-
- https://www.legacycapitalpa.com/about-us/
- https://www.linkedin.com/company/legacy-capital-pa
- https://www.facebook.com/LegacyCapitalPA/
- https://www.youtube.com/channel/UCzEpQbbM3REgdlo9gXK5QIw
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Jeffrey's background - 1:27
- Starting his career as a financial advisor - 2:13
- How his parents helped him follow his dreams - 6:03
- Having a clear definition of money and life - 7:31
- How he started the capital division - 8:48
- Investing in real estate - 9:33
- Starting his company helping people with mortgages - 10:12
- How he started Legacy Capital - 11:39
- His clients are real estate investors - 11:59
- Some of his clients' stories - 13:30
- There has to be value - 15:05
- Jeffrey's mindset about searching for new opportunities - 15:41
- Diving into the Legacy Capital first year - 17:33
- The game of helping a business become profitable - 18:47
- Always being interested in the banking system - 20:21
- Jeffrey's story about his first policy loan - 21:20
- Using cash to pay for a car? - 25:08
- Some of Jeffrey's childhood stories - 26:45
- Security is the ability to produce - 28:32
- Jeffrey's insights and advice for listeners - 30:47
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Richard Canfield has been helping families reshape the way they save for their most important milestones and moments in life with The Private Wealth System. Before he read the bestselling book Becoming Your Own Banker, he had blinders on in one key area of his financial life. Now, as an avid learner, he encourages each of his clients to develop the mentality of Curious George by asking questions, challenging what we already know, and seeking out the truth. So stay tuned and enjoy this episode!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Richard Canfield * https://infinitewealth.kartra.com/page/rc-main-1 * https://richardcanfield.ca/ * https://www.facebook.com/TheRichardCanfield * https://twitter.com/rcanfield1
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Richard's background - 0:37 * The powerful Infinite Banking concept - 1:30 * Being exposed to new ideas - 3:07 * Helping people understand more about finances and money - 3:40 * Having consistency with real estate - 7:07 * Not having a coach - 7:23 * The importance of having a coach in all aspects of your life - 8:37 * Nelson Nash's Golden Rule - 10:44 * What's banking? - 12:50 * An application to access capital - 15:22 * It is all about how we think - 16:44 * The only way you can make things happen - 19:10 * Do not be afraid to capitalize - 20:20 * Do not do business with banks - 22:12 * Participating in a family bank - 24:47 * What happens if you have an outstanding policy loan? - 26:31 * His experience in Birmingham - 33:50 * Richard's lessons and thoughts - 36:55 * Getting in touch with Richard - 41:01
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In today's episode, Curtis talks to a guest friend and mentor Rob Minton, the founder of Dividend Real Estate. Rob shares some of his experiences in business and where he started from. Dividend Real Estate is the outlet for Rob Minton, who is an active real estate investor in Cleveland, Ohio area. Rob started investing in real estate in the early 1990s and has owned several commercial properties, apartment buildings, single-family homes, and mobile homes as investments. Today he owns and manages a large portfolio of income properties. Stay tuned and enjoy this episode!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Rob Minton + https://dividendrealestate.com/about/ + https://twitter.com/robminton + support@RenegadeMillionaireStrategies.com
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * How he started - 1:50 * Loving Real Estate and being an agent - 2:45 * What happened before the market crash? - 3:30 * One of the big lessons that he learned - 4:48 * What happens when the market crashes - 5:39 * Being prepared for all market cycles - 6:07 * Studying about markets and businesses - 7:14 * What is a real estate investor? - 8:13 * How to redesign your business - 9:18 * Building his Real Estate company - 9:43 * What happened when the market crashed - 10:27 * Doing investor deals - 11:27 * Apartment buildings and single family homes - 13:58 * What he learned from the crash - 15:15 * The Joy of Compounding book - 18:22 * Understanding the book - 19:17 * Look for common allies - 23:38 * Books to read that will help you in your business - 25:44 * What makes you an excellent investor - 27:47 * What is living a good life? - 29:15 * Never using his Real Estate license - 31:30
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Today’s guest is Terry Lammers, Certified Valuation Analyst and co- founder/managing member of Innovative Business Advisors. He was President and Owner of Tri-County Petroleum for 20+ years before joining Regions Bank as VP of Commercial Banking after selling his business in 2010. Armed with vast financial expertise and decades of hands-on business leadership, Terry now works with his team at Innovative Business Advisors to guide business owners looking to sell their enterprises, as well as prospective buyers. Terry’s new book You Don’t Know What You Don’t Know, is an in-depth examination of the process of buying, growing, and eventually selling a business. With Terry’s guidance, both current and aspiring business owners are sure to walk away with a wealth of knowledge and advice to lead them down the path to business success in every stage. Stay tuned and enjoy this episode!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Terry Lammers * + https://innovativeba.com/ + https://www.facebook.com/innovativeba/ + terry@innovativeba.com + https://innovativeba.com/terry-lammers/ + https://twitter.com/terry_lammers?lang=en + Phone: 618 530 8922 + Terry’s book: https://www.amazon.com/You-Dont-Know-What-Everything/dp/0997521015
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Terry's background - 2:24 * The opportunity that exists when it comes to finding a business - 3:19 * Having enough cash flow - 4:44 * Thinking in buying and selling a property - 7:23 * A successful acquisition - 9:48 * Doing a strategic evaluation - 11:49 * Think about what you want to buy - 15:26 * Thinking about selling - 16:37 * Be sure your taxes are done - 17:40 * The value of the business - 20:32 * A difference between cash flow and profitability - 22:16 * Terry's thoughts about buying a business - 24:31 * Having bankability - 25:48 * Banks and loans - 27:16 * Learn how to use debt to buy assets - 28:37 * Try to minimize your losses in life - 30:30 * Always keep an open mind! - 32:25 * Get in touch with Terry - 32:53 * Coaching clients and his coaching program - 33:40 * Terry's book - 34:43
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Curtis shares his thoughts about the starting point, how you can take more risks, and how you can build a strategy for your finances. Stay tuned and enjoy!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * What's the starting point? - 1:33 * Planning for your future - 2:23 * Being a financial educator - 3:00 * What you know today determines your future - 3:48 * You need to know your starting point - 4:40 * The true measure of wealth - 5:44 * The four asset classes - 7:20 * Activity produces knowledge - 8:29 * Learning how money works - 11:49 * Everything in life has value - 12:10 * Planning your future: start vs finish - 12:33 * Principles do not change - 13:30 * Compete but do not compare- 15:56 * Think about where you want to be in your financial future - 16:48 * Understanding how money works - 17:44 * Three types of money - 18:38 * Focusing on your human life value - 19:26 * The Practical Wealth Newsletter - 21:40
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In today's episode, Curtis May talks about an event that he attended in Cincinnati about life insurance. He dives into the life insurance industry, explains the financial services, and the book: The Joys of Compounding. So if you want to learn more, stay tuned, and enjoy!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * The Joys of Compounding Book: https://www.amazon.com/Joys-Compounding-Passionate-Lifelong-Learning/dp/0578442620
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * The ability to build a career - 1:42 * Curtis' experience at the event - 3:04 * Having the experience to grow your business - 4:11 * It is all about access to capital - 5:07 * The Joys of Compounding book - 5:44 * Learning to think properly - 6:36 * A system to live the best possible life - 6:25 * Processing mental models - 7:11 * Talking about inflation, good and bad debt- 10:00 * Compound interest - 11:30 * The importance of reading books - 11:53 * Active and passive capital - 14:30 * How can you create more value? - 15:50 * If you continue to learn, you can resolve problems - 17:42 * Human nature has never changed - 20:00 * Learn how to learn - 20:39 * What is your number one asset? - 23:17 * What's a success? - 24:14 * Cutis recommends reading the Joys of Compounding book - 26:05
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Andrew Rose is the CEO and creator of https://www.compare.com/. His goal with this tool is to save drivers money by finding the right car insurance company at the best value to fit their needs. Ultimately, their mission is to provide families a lifetime of savings so they can spend their money on what they want... instead of on car insurance. Enjoy the show!
Curtis’ motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Andrew Rose * + https://www.compare.com/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Car Insurances and prices - 3:05 * What is Kayak? - 3:52 * Insurance that protects you - 4:29 * Why he created Compare.com - 5:10 * Figuring out how to pay the best price - 7:06 * Andrew shares a customer's story - 7:52 * A good insurance company? - 10:06 * Where you live matters - 11:10 * The amount of coverage that you want - 11:55 * The better your credit, the more options - 12:45 * What compare.com does - 13:53 * Do men pay more than women? - 14:31 * The most competitive insurance company is regularly cheaper in compare.com - 17:23 * Auto insurance companies that are outstanding - 19:23 * Getting the right coverage - 22:44 * Talking about deductibles - 23:54 * Collision insurance and Comprehensive car insurance - 26:29
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Sebastian Meine is a High-Ticket-Offer Coach who helps Growth-Oriented Consultants and Coaches to Design, Market, and Sell their own High-Ticket Offers so that they can achieve True Financial Independence without the grind of always working and missing out on being with family and friends. If you are a coach or service professional, and you feel overworked and think that you do not get the revenue that you should be getting, then this interview with Sebastian Meine is for you! Enjoy!
Curtis’ motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Sebastian Meine * + https://www.linkedin.com/in/sebastianmeine/ + https://be.a.wealthy.expert/7fbb (for a short email series with a lot more information on the client journey we talked about in this episode)
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Sebastian's background - 2:29 * Learning about marketing - 4:34 * Sebastian's ideal client - 8:40 * Online courses as a mistake - 10:44 * You need to sell what the market wants - 11:29 * Networking and finding a client - 12:20 * You have to be clear on your process - 13:13 * The value you provide and your client's perspective - 16:39 * Activities that you can do for your business - 20:29 * Trying to sell - 25:28 * Your business is the solution to somebody's problem - 26:40 * Sebastian's biggest failure - 27:56 * Talking to the audience at the level that they are - 29:22 * People do not want to think - 30:40 * Influential people for Sebastian - 31:07 * Get in touch with Sebastian - 33:07
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Genecia Alluora is the founder of Soul Rich Woman, and the 'Soul Rich Woman Blueprint' Marketing & Business Mentor and Rich Woman's Podcast host. Soul Rich Woman is the #1 Leading Female Entrepreneur Network in South East Asia, connecting 200,000 women across the region. Stay tuned and listen to Genecia’s goals!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Genecia Alluora * + https://www.soulrichwoman.com/ + https://www.facebook.com/soulrichwoman + https://twitter.com/soulrichwoman + https://www.instagram.com/soulrichwomanasia/ + https://www.youtube.com/c/SoulRichWoman + https://www.linkedin.com/in/genecia/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Being Fabulous, having Freedom and Financial Independence - 1:27 * Genecia's certifications - 2:20 * Joining Miss Singapore - 3:24 * Building a new brand - 5:20 * Teaching every Wednesday - 6:20 * The road to success - 9:00 * Customers that buy - 11:19 * Talking about her podcast - 14:09 * Give value first and focus on your audience - 15:24 * A personal branding coach - 17:40 * Working with clarity is key for your online success - 19:23 * It’s all about marketing - 20:40 * Genecia's biggest failure - 24:25 * Partnerships: use them or not - 26:25 * Working with Kim Kiyosaki - 27:45 * Women and Financial Independence - 28:10
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Trey Zackery was a born entrepreneur. He is the President at Corporate Elevator Asset Management, which is an escalator consulting and engineering firm dedicated to help preserve and protect clients’ portfolio of elevators in their buildings. His second company, TruLux Elevator Interiors, was born out of years of consulting for clients in every facet of the elevator industry at Corporate Elevator, where he would habitually inquire about the manufacturing and installation of elevator interiors.
His latest endeavor “Mogul Secrets” is a podcast developed around the network of influential people and forward thinkers he’s built over the years. Ultimately, he aims to fulfill his purpose of serving and adding value to the lives of others. With a business goal of owning a major sports franchise, he wants to be remembered as someone who made an impact.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode * www.practicalwealthadvisors.com * Email Curtis for a free report - curtmay@gmail.com * Call his office - 610-622-3121 * Connect with Trey Zackery * + http://ceassetmanagement.com/abouts# + info@ceassetmanagement.com + https://twitter.com/treyzack + http://mogulsecrets.com/ + http://mogulsecrets.com/podcast/
Special Listener Gift * Schedule a 15-Minute Call with Curtis * Free Ebook Financial Planning Has Failed
Show Notes * Owning two companies and a podcast - 0:39 * You have to look at yourself as your own company - 3:09 * Realize that you are the talent - 3:46 * Getting out of debt - 8:55 * Your number one job as an entrepreneur - 9:20 * Looking for sales opportunities - 12:09 * The biggest thing he wishes he had done - 14:05 * It takes two to five years to build a business - 16:59 * Marketing and Sales - 17:39 * How to find clients for your business - 18:50 * No failures, you learn how to grow - 22:58 * Trey's more influential persons - 23:43 * The Podcast Movement - 27:17 * Get in touch with Trey - 27:41 * The Mogul Secrets Podcast - 28:50
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The one hundredth episode of Curtis's podcast! Today's episode is about choosing to be rich. Curtis explains what a cash flow blueprint is and how you can build an empire so it generates wealth. Stay tuned and enjoy this amazing podcast!
Curtis’ motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Building your cash flow blueprint - 2:32
- Rich people do not work for money - 3:38
- Buying assets that generate cash flow - 4:47
- Explaining "cash-asset-cash" - 5:50
- The mistake that the middle class makes -7:00
- What can we learn about Jay-Z's billionaire story? - 9:08
- Other enterprises besides your job - 11:40
- The first step towards building an empire - 12:17
- Four-asset classes - 14:07
- You are your best financial advisor - 15:00
- The second step - 15:47
- The third step: creating an action plan - 17:06
- Building a cash flow blueprint - 21:18
- Help with your cash flow blueprint - 23:43
- Developing a blueprint for cash - 26:02
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Is buying a franchise the best financial decision for you? This and many other topics will be discussed on this brand new episode, on which Curtis is joined by a special guest, Robert Curtiss. Robert is a business broker who helps others buy and sell their businesses, properties and also helps them find all kinds of investing opportunities.
Curtis’ motto is what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Robert Curtiss
-
- rcurtiss@tworld.com
- https://www.tworld.com/agent/robertcurtiss/bio/
- https://www.tworld.com/agent/robertcurtiss/contact-us/
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Robert's background - 1:40
- Being a business broker - 2:28
- The biggest thing - 2:59
- The owner is equal to the business? - 4:20
- The perfect owner - 5:50
- You have to know all about your business - 7:54
- Two kinds of customers - 8:23
- The importance of marketing and organization - 10:56
- The advantages of buying a business - 11:17
- Buying a business -12:50
- Buying a franchise - 14:00
- Paying for somebody else's mistakes - 14:50
- Disadvantages of buying a franchise - 18:00
- Buying a business or a franchise? - 20:00
- Starting a business - 25:22
- A financial plan that precedes a business plan - 27:45
- Success stories - 30:33
- Get in touch with Robert Curtiss - 38:48
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Today's guest is Nichole Stohler, founder and host of The Richer Geek podcast. Nichole helps others to build wealth and financial freedom, and find ways to make money work for them. Curtis and Nichole discuss her techniques, tips, and strategies, so stay tuned!
Curtis’ motto is what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with
-
- https://www.therichergeek.com/about
- https://www.therichergeek.com/
- https://www.linkedin.com/in/nicholestohler
- https://www.therichergeek.com/practicalwealth
- https://twitter.com/nichole_stohler
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Working in the technology field in Arizona - 1:19
- Kiyosaki: Owning a business -2:12
- The bad first experience - 4:29
- Not quitting and trying to make goals - 5:05
- Creating financial independence - 5:35
- Every business has a major client - 6:36
- Ways to create cash flow - 7:21
- Where to place assets - 8:51
- Some areas to look at - 9:55
- Residential homes - 11:15
- Investments and real estate - 13:20
- The importance of having an Advisor - 14:57
- Biggest fears and risks - 16:08
- Looking at historical rents - 18:10
- What it takes to be successful - 19:40
- You have to know what you want - 20:48
- Reading to get better - 21:41
- Having a podcast - 22:58
- Get in touch with Nichole Stohler - 23:37
- Having Multifamily quickstart - 24:30
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Nick is part of the Smart Real Estate Coach family, located in Newport, Rhode Island. He recently co-authored the best-selling book The New Rules of Real Estate Investing. Nick specializes in working with lease purchasers to help them on the path to home ownership. Regardless of a buyer's credit situation, he looks at their complete financial picture and comes up with a plan to get them into a home.
Curtis’ motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Nick Prefontaine
-
- https://twitter.com/smartrecoach
- https://www.smartrealestatecoach.com/#
- support@smartrealestatecoach.com
- https://www.youtube.com/channel/UCvCpji8-ymDgYxxyQKaUKmw
- https://www.amazon.com/Real-Estate-Your-Terms-Continuous-ebook/dp/B071RRCYRR?keywords=chris+prefontaine&qid=1539194588&sr=8-2&ref=sr_1_2
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Nick's background - 1:00
- What makes Nick's story so inspiring - 1:38
- Helping others as a coach - 3:47
- The process of finding a seller - 9:12
- The down payment from the buyer - 10:15
- Setting up viewings - 17:42
- Challenges of building a real estate business - 18:42
- Aligning yourself with the investor's mind - 20:05
- Always looking to get better - 20:50
- Why it’s important to have a mentor - 21:54
- All about setting expectations - 22:52
- One of the ways how Nick's company buys - 27:16
- Thinking of getting into real estate - 31:06
- How to get started in Nick's business - 32:17
- Nick's snowboarding story - 35:17
- Getting back into life - 37:11
- You have to take one step at a time - 39:22
- Nick shares another story: his relationship with his mom - 40:25
- Words of wisdom for listeners - 42:39
- Always take one step at a time - 44:00
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Curtis May talks with one of his mentors, Don Blanton, who is the CEO of Money Trax, a company dedicated to training advisors in financial services to improve their level of communication with clients, transfer a greater depth of knowledge on financial topics, and offer reliable guidance through the use of easy to understand conversations designed specifically to increase the financial knowledge of the client. Stay tuned and enjoy!
Curtis’ motto is what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Don Blanton
-
- https://www.moneytrax.com/mentorprogram
- https://www.moneytrax.com/circleofwealth/
- http://www.cowcollegeonline.com/
- https://www.amazon.com/Personal-Economic-Model-Don-Blanton-ebook/dp/B07BN3PP5N
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- The power of permanent life insurance - 1:04
- Putting money away for the financial future - 3:58
- Major capital purchases - 4:35
- Talking about the 401 (K) - 6:34
- Banks that loan money: the use of credit cards - 9:13
- You have to have access to capital - 11:32
- Life insurance as an easy access to capital - 12:38
- Contributions to a life insurance policy - 17:1
- Banks don’t give you a lot of benefits but life insurance does - 19:04
- Having capital access to invest - 23:27
- Understanding investment opportunities using an example - 25:00
- What is a maximum efficient contract? - 27:10
- How much do you have to save? - 28:00
- What is Circle Wealth? - 29:30
- One place to put your money - 31:21
- Talking about Don's book - 33:30
- How to have access to capital - 35:06
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On another amazing episode, Curtis May and Mark Podolsky talk about creating passive income through investments in Real Estate. Today’s guest, Mark J. Podolsky (AKA The Land Geek), is widely considered to be the country’s most trusted and foremost authority on buying and selling raw, undeveloped land within the United States. For almost two decades, Mark has been actively investing in real estate and raw land, and has completed over 5,000 unique transactions.
Mark’s company, Frontier Equity Properties, LLC, is an A+ rated BBB real estate company. Mark has achieved this level of success largely due to his core business philosophy – “Happy Customers Guaranteed.” Mark is the host of one of the top rated podcasts in the Investing Category on iTunes aptly titled The Best Passive Income Model and The Art of Passive Income.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Mark Podolsky
-
- mark@thelandgeek.com
- www.thelandgeek.com
- 480-586-6688
- https://www.linkedin.com/in/thelandgeek
- http://www.thelandgeek.com/podcast/
- https://www.facebook.com/thelandgeek/
- https://www.thelandgeek.com/practicalwealth/
- https://www.thelandgeek.com/foundational-training/
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Mark's background - 1:31
- The Raw Land story - 2:14
- A full-time Land investor - 3:18
- A Raw Land investment example - 4:48
- Creating a marketing package for the next buyer - 6:30
- A buyers list - 7:35
- Platforms that are dedicated to buying and selling raw land - 7:50
- Reasons to create passive income from raw land - 9:35
- Creating passive income to protect risk - 10:25
- Buying land - 12:21
- The fast-growing States: midwest - 13:27
- Why is it a great investment? - 17:04
- Savings and passive income - 20:04
- Teaching people about passive income: starting with Mark's course - 23:50
- Mark's final words of wisdom - 25:59
- Your number one asset is you! - 26:50
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On this new Practical Wealth Show, Curtis May does a video interview with Bruce Mack. Bruce is one of the nation’s foremost authorities in financing and credit. Having been in the financial services industry for well over 20 years, Bruce is a highly sought after and well known national and international speaker. He has shared the stage with personalities such as Donald Trump, Al Gore, just to name a few. If you want to know what credit is all about, you should listen to this podcast and watch on youtube the complete episode with Curtis and Bruce.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Bruce Mack
-
- https://www.linkedin.com/in/bruce-mack-650ab7154
- https://platinumfinancinggroup.com/about-us
- CHECK OUT THE VIDEO FOR THIS EPISODE: https://www.youtube.com/watch?v=m_XoFu9vBtw
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Bruce explains why credit is so important and how it works - 2:04
- What is the leverage? - 4:44
- Talking about Cash flow - 5:31
- Investment companies and crowdfunding - 6:55
- Invoice financing - 9:02
- Looking for founding - 10:37
- Traditional and non-traditional sources - 11:47
- Credit bureaus and credit scores - 14:33
- Where you are going - 17:32
- The credit wheel - 18:00
- The history of payment - 18:37
- Having an old account - 20:55
- What to do if you have business credit cards? - 24:12
- The best way to pre-plan - 28:56
- Bruce recommends us to use our credit cards - 30:07
- Never close more than one credit card - 32:59
- Qualifying for bankruptcy - 38:15
- For each action, there is a consequence - 39:04
- Paying an American Express - 40:51
- Companies that report your rent - 43:47
- Getting credit awards - 45:26
- Why is great to use business credit cards - 48:54
- You have to know the rules of the financial institutions - 52:57
- Going deeper into founding - 53:20
- Bruce talks about his programs - 55:34
- Bruce shares some of their company success stories - 1:03:16
- A corporate credit program - 1:03:55
- Bruce company's website - 1:06:51
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Today’s guest is Rob Stephens, co-founder of Avalara (Avv-uh-LAIR-uh) MyLodgeTax, the leading provider of tax compliance solutions for the vacation rental industry. MyLodgeTax was founded by vacation rental owners (including Rob), so they know how much time and energy goes into maintaining a vacation rental and how overwhelmingly stressful lodging tax compliance can be. Rob and his team of experts work with homeowners, property managers, hotel operators, and other businesses, helping them stay compliant so they can get back to doing what they love most.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Rob Stephens
-
- https://twitter.com/mylodgetax?lang=en
- https://www.avalara.com/mylodgetax/en/index.html
- https://www.facebook.com/mylodgetax/
- https://www.linkedin.com/showcase/avalara-mylodgetax-
- dave@bastionelevate.com
- 720-257-6139
- https://www.linkedin.com/in/robert-stephens-aa034040
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Rob's background - 1:16
- A lifestyle decision and also an investment - 2:45
- Running an internet based company - 3:39
- Understanding the logic of taxes - 4:23
- Collecting and paying taxes - 7:30
- Seven differences between income taxes and sales taxes - 8:07
- Discussing income taxes - 9:38
- Vacation and short term rentals - 10:42
- Dealing with families and travelers - 11:58
- Helping clients with short term rentals and taxes - 14:58
- Rob's company's services and prices -15:57
- Paying the taxes each month - 17:15
- Handling the tax process from beginning to end - 17:39
- Get in touch with Rob's company - 18:10
- Taking action: make the first step - 19:47
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When opportunity doesn’t knock, Raphael Vargas knows it’s time to build your own door, the CEO of Real Step and Real Empire joins us today to share his inspiring story of humble beginnings with no college education and the journey that led him to building a successful business and living the American dream. Early on in his life, Raphael gave $3,000 (every penny he had) to a so-called "coach" who promised to mentor him and guide him to success in the real estate world, who then took off with the money, never to be heard from again. An experience that would spook anyone away from the industry instead served as encouragement for him to seek out knowledge on his own, knowledge that he would later use to start his own successful business.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Raphael Vargas
-
- raphael@realstep.com
- www.realempire.com
- 703-282-7230
- https://www.instagram.com/realraphaelvargas/?hl=en
- https://www.facebook.com/703GoGetta
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Raphael's background - 1:23
- Working in the Real Estate market - 1:45
- Definition of Home sales - 2:29
- Starting with a single property - 3:32
- Home selling and marketing - 5:14
- The key performance indicators of the business - 6:11
- Profitability - 7:44
- A piece of advice for new investors - 8:52
- Business as teamwork: Raphael's team - 10:00
- Investing in your mindset and business - 13:38
- Keeping his team together - 15:37
- The importance of believing in yourself - 18:10
- If you want to succeed quickly, you have to hire mentors - 19:26
- Taking risks and being successful - 20:07
- Raphael's vision for the next years - 20:37
- Raphael's goals - 21:37
- Courses and education programs of the Real Empire - 22:37
- Get in touch with Raphael - 24:00
- Words of wisdom for the Real Estate business - 24:36
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Tyrone Jackson, The Wealthy Investor, is a trusted stock market trader and best-selling Amazon.com author, who has built his reputation on his unique ability to simplify stock trading and investing. He is also a mentor and trusted wealth building coach to major Silicon Valley and Hollywood producers. Tyrone is a frequent guest on radio and TV shows and has been quoted in the Los Angeles Daily News, CBS MarketWatch.com, Newsday, the San Francisco Chronicle, and StreetIQ.com.
Curtis’ motto is that what you learn today and how you position yourself, will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Tyrone Jackson
-
- https://twitter.com/wealthyinvest
- https://thewealthyinvestor.net/
- https://www.facebook.com/TheWealthyInvestor/
- https://www.linkedin.com/in/thewealthyinvestor
- https://ar.pinterest.com/wealthyinvestor/
- https://www.amazon.com/Trading-Stocks-Made-Easy-Millionaire/dp/0972613714
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Starting in finances: Tyrone's background - 1:53
- Being fascinated with wealth - 3:14
- His father's advice - 4:05
- The greatest thing in the world - 5:30
- Using the stock market - 6:08
- Revenue and dividend - 7:00
- The essence of The Wealthy Investor System - 7:50
- Discussing fear and negativity - 9:00
- The importance of having a mentor - 10:49
- Wealth is a mindset - 11:46
- How money can work for you - 12:33
- Having a belief system - 14:00
- What wealthy people do - 16:20
- A mindset instead of an expectation - 19:09
- It’s about helping people to grow - 20:12
- Learning how to make money - 21:45
- Going deeper into the idea of the stock market - 22:32
- Why get a financial education? - 26:16
- Differences between making money with Real Estate and with the stock market - 28:00
- Understanding the market - 30:20
- Being a student of the stock market - 32:30
- Success is a series of positive happens - 33:51
- Learning what the game is - 35:16
- Tyrone's free E-book and The Wealthy Investor website - 37:59
- The Seven Principles of Prosperity - 39:36
- Success and financial education - 39:59
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Empowering others to become financially free through commercial real estate is the mission that our guest today Tim Bratz (pronounced “Brotts”) set out to accomplish. He is the CEO and founder of Legacy Wealth Holdings, a real estate investment company that acquires and transforms distressed apartment buildings into high-yield assets for their own portfolio.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Tim Bratz
-
- www.LegacyWealthHoldings.com
- www.CommercialEmpire.com
- Bratz@LegacyWealthHoldings.com
- https://invite.commercialempire.com/cestart
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Having a business - 2:02
- Writing a message - 3:20
- Working Fridays and weekends - 4:57
- The importance of family - 6:40
- Freedom - 8:08
- Not responding to a text message in two days - 9:23
- Key Performance Indicators (KPIs) in Real Estate business - 11:11
- The key number - 12:47
- The number one KPI - 13:41
- How Tim started his business - 14:25
- Talking about Real Estate - 15:00
- Tim's background - 17:38
- Having the knowledge and mindset for a business - 20:02
- Real Estate advantages - 20:48
- Building a Real Estate portfolio - 22:45
- Commercial Real Estate is not complicated - 26:13
- "Driving for dollars" - 28:14
- Tim's podcast - 30:07
- The cool thing about Commercial Real Estate - 30:45
- How Legacy Wealth is created - 33:25
- Study if you want to invest in a business - 36:00
- Very hard to find deals and easy to find money - 36:44
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Bruce Mack, owner and founder of Platinum Financing Group, knows that his funding options and asset protection programs are the perfect solution for all business owners to achieve complete financial freedom. Bruce is here today to share his expertise to help you find the right funding option for your business.
Curtis’ motto is “What you learn today and how you position yourself, will determine your future financial well-being 5, 10, 20 years from today.” To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Bruce Mack
-
- bruce@platinumfinancinggroup.com
- www.platinumfinancinggroup.com
- https://www.linkedin.com/in/bruce-mack-650ab7154
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Bruce's background - 2:12
- What is a living trust? - 2:57
- Tax mitigation and advantages - 5:14
- Assets protection - 7:12
- What we have to put into a trust - 8:18
- Bruce shares a client's story - 10:58
- Encouraging people to get a trust - 11:30
- Tangible and intangible values and a trust - 12:23
- A trust as a private document - 15:10
- An example of a possible divorce in the future: what happens with the trust? - 17:53
- Playing defense - 20:53
- Talking about The Kennedy Family - 21:57
- Deferring taxes - 22:20
- Talking about real estate investors and types of income - 25:06
- Real Estate investors and trusts - 26:30
- Bruce talks about his company - 33:10
- Talking about the IRA and the 401 (K) - 38:50
- Get in touch with Bruce's company - 39:24
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Curtis May discuss the Five key components to have a better credit score, he dives into this topic and also gives us a piece of advice using some examples to explain how to access to more credit. Stay tuned and learn these five key components!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Credit and debt - 2:10
- An obligation on future earnings - 2:47
- Five components that make your credit score - 4:10
- Financial planning for families - 6:27
- You have to play defense first - 7:27
- Curtis shares an example to help us understand the credit score - 7:47
- Talking about good credit scores - 8:41
- Looking at your payment history - 9:56
- The importance of paying on time - 12:46
- What affects your score - 16:12
- The personal economic model - 18:07
- Managing your cash flow - 18:47
- What can you do to improve your score - 21:09
- Manage your cash flow and pay yourself on time - 24:24
- Take responsibility for your personal economy - 27:07
- Increasing your score - 29:18
- Pay your things on time - 30:20
- You have to learn how to manage debts - 31:00
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Curtis talks about the four categories of expenses, his experience being in Atlanta for a master mentor meeting for financial advisors, and also the importance of learning and educating yourself in the financial world.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Being in master mentor meeting in Atlanta - 0:47
- Learning new strategies during the meeting - 2:04
- Curtis shares a story about reading books - 3:54
- The financial education world - 5:40
- You have to educate yourself - 6:38
- Try to educate yourself and learn more - 7:16
- Take control of your finances and teach your kids - 9:05
- Talking about expenses and the four categories of it - 9:53
- Learning the four categories of expenses - 10:49
- Curtis' advice about gambling - 13:44
- Eliminate the destructive expenses - 14:21
- Curtis’ debt definition - 15:09
- Always pay attention to your transfers - 16:55
- The protective expenses - 18:04
- Protecting your income - 19:11
- Savings is an expense - 20:15
- What are productive expenses - 20:41
- Curtis talks about the importance of education - 25:00
- Working on your skills - 25:25
- Protect yourself and be productive, that is how you grow - 27:44
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Curtis delivers a solo episode to talk about cash flow management. Stay tuned to find out how you can use Curtis’ Practical Wealth Money For Life Program, which is a model of how money flows through your personal economy.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
-
- Check out the video here: https://curtmay.clickfunnels.com/presell-page22061466
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
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Marco is the host of the Passive Real Estate Investing Podcast and the founder of Norada Real Estate, a premier real estate investment firm. Marco’s mission is to help people create financial freedom by taking the guesswork out of investing. His team is dedicated to researching top real estate growth markets and structuring complete turnkey real estate investments to minimize risk and maximize profitability.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Marco Santerelli
-
- http://www.noradarealestate.com/Marco-Santarelli/
- https://www.passiverealestateinvesting.com/
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- How Marco started his career in real estate - 1:55
- Turning one property into two or three - 3:20
- The turnkey of real estate - 3:56
- Being in any part of the world and investing in real estate properties - 6:40
- How the investing process is a plan - 7:00
- What does it mean to be a “market agnostic”? - 8:38
- Your number one asset is you! - 12:50
- Educate yourself - 13:43
- Saving and investing - 15:00
- How do you win at the real estate game? - 17:00
- Depreciation on real estate - 18:00
- Your cash has to be stored somewhere - 21:05
- Marco's company services - 22:54
- Real Estate and Insurance - 26:10
- Marco recommends us to always take action - 27:00
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If you want to know some options to open the door to alternative investments and also understand a little bit more about self-directed IRA, you have to listen to Curtis talking to Eric Satz. Eric is an entrepreneur, former investment banker, and CEO of Altoira. His company brings people the access and help they need to invest in what they want using their IRA savings.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Eric Satz
-
- https://www.linkedin.com/in/eric-satz-0b02781
- https://twitter.com/ericsatz?lang=es
- https://www.altoira.com/
- https://www.altoira.com/team
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Eric's background - 0:52
- Self-directed IRA - 2:11
- Empowering every investor with the ability to know their financial future - 3:55
- The private market investment returns - 7:17
- The different stages of ALTO - 8:13
- Supporting people on how to invest in private companies - 9:27
- How investing had changed over the years - 10:00
- The biggest change in the alternative investments market in the last few years - 11:00
- What are alternative assets - 12:26
- Retirement money is long-term money - 13:21
- IRA and 401(K) - 14:20
- Crowdfunding platforms as investment platforms - 14:46
- The universal opportunity zone - 16:00
- Eric talks about his professional career as a former banker - 18:30
- Eric's experience teaching kids - 22:20
- The importance of listening to podcasts to know more about the financial industry - 27:25
- Looking for ways to improve your capital - 30:12
- You always need to create value first - 32:29
- The best way to know more about "Altoira" - 33:20
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On today's podcast, Curtis May is joined by Mr. Terry Kerr and Liz Nowlin from Mid South Homebuyers. Their company renovates and sells investment properties to investors all over the world and are here to talk about the turnkey Real Estate in Memphis, how does the Mid South System work, and some turnkey mistakes people make.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Terry Kerr and Liz Nowlin
-
- https://www.facebook.com/pages/category/Real-Estate-Investment-Firm/Mid-South-Homebuyers-Inc-132092143477020/
- https://midsouthhomebuyers.com/
- https://www.linkedin.com/company/midsouth-homebuyers
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Terry's background - 1:00
- Working with Liz for the last ten years - 2:09
- Liz's background - 2:35
- Buying a property in Memphis - 3:39
- What makes Memphis so unique - 4:30
- Having investors around the U.S, helping them during the investment process - 5:59
- Rents and cost of living in Memphis - 7:50
- The process of finding a house - 10:04
- Talking about the application fees - 13:41
- Having a guarantee of the property - 18:11
- The Real Estate process - 21:00
- Mid South Homebuyers website - 22:13
- Doing the best for the clients - 24:00
- Most people are focused on accumulating money - 27:00
- Having good management to find success - 28:08
- First-time investors - 34:09
- Going to investment conferences and summits - 35:08
- Get in touch with Terry and Liz - 36:00
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Today we pay tribute to Curtis’ mentor who recently passed away, Mr. Nelson Nash, the author of “Becoming Your Own Banker”. Join us to listen to Curtis explain the importance of Nelson's book and how it has helped people look into the banking system and how it operates.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- https://www.amazon.com/Becoming-Your-Own-Banker-Infinite/dp/B001NZO1DS
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- The whole idea behind Nelson's book - 2:00
- Money is not wealth - 3:04
- How Nelson's book changed Curtis' career - 3:26
- Wisdom from a mentor - 4:30
- Learning and opening your mind to another way of thinking - 5:21
- Lessons learned from Nelson Nash - 7:34
- Live like you are going to die today - 8:06
- Nelson's principles - 9:00
- You have to save money - 9:57
- Financing everything you buy - 12:07
- Understanding more about Nelson's principles - 14:00
- Do not do business with banks - 15:13
- How your money can be stolen - 15:33
- Knowing how the banking system works - 18:00
- Deconstruct your personal economy - 18:30
- The first part of Nelson's book: People's problems - 18:48
- You have to control your cash flow management - 20:24
- The golden rule: use it or lose it - 22:40
- Pay yourself back - 23:30
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On this Practical Wealth episode, Curtis May talks to Kenneth Lewis, who is a results-oriented professional with more than 20 years of leadership experience across a broad range of retail and technology organizations, many of which are in the Fortune 500. His strategic and operational changes have resulted in growing both the top and bottom lines of an organization. Mr. Lewis recognizes the importance of taking care of our customers while showing a deep commitment to the development of employees. Mr. Lewis joined APMEX in 2011 as EVP of Operations, followed by two years as Chief Operating Officer.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Ken Lewis
-
- https://www.apmex.com/leadership-team
- stacie.stewart@apmex.com
- www.onegold.com
- www.apmex.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Talking about Ken's portfolio - 1:46
- Believing in wealth preservation - 3:30
- Technology, cryptocurrency, and bitcoin - 4:18
- Being skeptical about the financial industry - 7:54
- Understanding a little bit more about physical metals - 8:18
- Ken’s company mission and how he wants to help people - 10:45
- The dollar value in the last 15 years - 12:55
- What is OneGold? - 13:39
- OneGold makes precious metals ownership easy - 14:40
- Not being a fan of borrowing against assets - 17:17
- Talking about speculation - 18:40
- Inflation and metals - 19:10
- Politics about metals in the USA - 21:00
- You have to be the master of your money - 22:50
- The gold market - 25:30
- Protecting your wealth - 26:46
- Education about precious metals - 27:10
- Ken wants people to get into the metals market - 29:43
- Listening podcasts about precious metals - 31:09
- What happens if you buy gold? - 32:03
- What to do if you want to enter the gold market - 33:00
- How easy is to use the OneGold platform - 35:26
- The four-assets classes - 36:08
Curtis delivers an episode by himself to “rant” about concepts and products that are typically used and promoted in personal finances. He also talks about the recent events he has been a part of and the upcoming Small Business Owner Wealth Summit.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- The Small Business Owner Wealth Summit
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Curtis talks about the latest events he has been a part of - 0:30
- Curtis invites you to check out his more detailed content available on his site - 2:00
- At a men’s breakfast, Curtis went on to say the exact opposite as the previous speaker - 5:00
- Personal finance vs. Corporate finance - 8:30
- Thoughts on Compound Interest Rule of 72 - 9:00
- The problem with letting money sit in one place - 12:30
- Find an immediate way to maximize the productivity of your resources - 13:00
- Your philosophy will determine how you spend, save, invest or give away your money - 13:50
- Comparing Whole vs. Term Life Insurance - 15:50
- Paying off debt does not generate wealth - 16:50
- The opportunity cost, and the cost of waiting - 17:30
- Risk, taxes, penalties, inflation, and depreciation - 19:10
- Self-insurance is a myth! - 20:15
- Your #1 investment is your business - 23:30
- The Small Business Owner Wealth Summit - 25:40
- If you want financial freedom, call Curtis 610-622-3121 - 30:05
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An outstanding coach and mentor, on this episode we are joined by Zach Beach. His current focus is on helping people from all different backgrounds start or preserve their real estate investing business. Stay tuned to listen to Zach and Curtis discuss how he started in the business and how he came to specialize in speaking with sellers to find the best option for them.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Zach Beach
-
- support@smartrealestatecoach.com
- https://www.smartrealestatecoach.com/about-us/
- https://www.amazon.com/Real-Estate-Your-Terms-Continuous/dp/1599328194
- WEB FREEBIES - https://hugewhy.isrefer.com/go/WEBFREEBIES/Pwealth/
- FREE WEBINAR - https://hugewhy.isrefer.com/go/Web/Pwealth/
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Zach's background - 0:49
- Starting Real Estate Investing at 25 years old - 1:45
- Having multiple lead sources - 3:42
- Starting to look for what you want to accomplish - 4:43
- The education process - 5:17
- Zach's influences - 6:02
- Buying and selling properties on terms - 6:58
- No cash or credit - 7:15
- Paying a higher price - 8:19
- The length of the term - 8:23
- Creating wealth early in your life - 8:35
- Three pay-days - 9:07
- An example of the Real Estate process - 11:47
- Understanding infinite investments - 16:39
- Focusing on cash flow without having to use your money - 17:57
- Investing in your mindset and skill set- 19:01
- Coaching buyers and sellers on how to make a deal - 21:58
- Teaching people how to make deals - 22:53
- What does a Smart Real Estate Coach do? - 24:02
- Someone that complains V.S. someone that make deals - 25:47
- Hot and cold markets - 26:01
- Get in touch with Zach - 27:39
- Real Estate On Your Terms - 27:59
- Buying assets that throw up cash flow -29:55
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Curtis is joined by Lee Kearney, one of the most successful single-family Real Estate investors in the country. Lee has flipped over 7000 houses in the past decade and is known for understanding and leveraging real estate market cycles. Lee shares his insights on the real estate business and how you can come out on top. Listen in to this amazing episode.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Lee
- http://www.spinbrokers.com/
- https://www.linkedin.com/in/leemkearney/
- https://www.amazon.com/Guide-Private-Lending-Profits-Author/dp/B010DPTRI2
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Seven steps to creating long term wealth in Real Estate - 1:25
- Understanding the current market cycle - 4:10
- How technology allows you to buy anywhere - 5:20
- Investors and passive investments - 6:14
- Advantages of an internal property management team - 7:04
- Hiring a property management company - 7:30
- Understanding the property management system - 8:33
- Does the market make sense so you can buy a house in this cycle? - 11:28
- What to do if you need access to cash - 16:07
- An example of the market cycle - 17:58
- Rentals and leverage - 21:30
- Leverage is the key to wealth - 21:37
- What teaches Robert Kiyosaki - 23:23
- Building a rental portfolio - 25:02
- Investing or lending your savings - 29:24
- Lee explains his seven steps to create long-wealth - 30:15
- If you think small your business is going to be small - 30:57
- Certain things that lenders want - 37:52
- What to do if you want to make money - 38:28
- One of the biggest mistakes that the banks made 12 years ago - 41:18
- Understanding the market cycle helps you understand the game - 42:30
- Joining groups of people that give you good content and learn from them- 47:05
- Real Estate education - 48:25
- Needing great tools to succeed - 51:04
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Do you want to teach your kids about money? Then this podcast is a must-listen for you. John Lanza, the chief mammal at The Money Mammals, suggests we start talking to kids about money when they're in preschool (after all, they're already being bombarded with advertising that's encouraging them to spend, spend, spend).
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- https://www.themoneymammals.com/
-
- https://ve.linkedin.com/company/themoneymammals
- https://es-la.facebook.com/themoneymammals/
- john@snigglezoo.com
- https://twitter.com/johnlanzajr
- https://twitter.com/themoneymammals
- https://www.instagram.com/themoneymammals/
- https://www.amazon.com/Money-Mammals-Saving-Fun/dp/B000EU82F6
- https://theartofallowance.com/
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Where this idea came from - 1:55
- Learning early about money - 3:05
- Appropriate age to start the process - 3:55
- Kids become aware at a very early age - 4:55
- Emergent financial illiteracy - 6:10
- Comfortable with money conversations - 6:47
- Mistakes when teaching kids about money - 9:27
- Spend, invest, save or give it away - 11:31
- Share, save and spend smart - 11:55
- Discussing common myths - 13:25
- Work to make your money - 14:01
- Learning to be smart with your money - 15:00
- Where to get John's Book - 16:42
- What's inside his book? - 18:02
- Giving the money back - 19:30
- Saving as much as possible- 21:20
- The Money Mammals Program - 21:54
- Teaching in schools - 23:00
- A program that also teaches parents - 23:20
- An open conversation about money with your kids - 28:09
- Get in touch with John Lanza - 30:24
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Nick Raithel is on a mission to help business owners finally get the recognition they deserve, that’s why he has set up a system that helps them get their professionally written book after only spending seven hours of their time on it. Nick combined advanced time-management strategies with his own experience in publishing and marketing to come up with “The 7-Hour Book” and this product has been delighting clients ever since.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- http://contentcorps.net/?reqp=1&reqr
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Nick’s beginnings in the book business - 2:05
- A long-time fascination with books - 2:15
- Using books as tools - 2:55
- Creating money from a book - 3:40
- Wealth is not just money - 5:16
- Your number 1 asset is you - 5:38
- Why Nick’s book is so powerful - 8:31
- Cash-Flow opportunities - 10:26
- An excellent calling card - 10:39
- Using your book to create wealth - 12:13
- There is a lack of self-confidence - 18:08
- Some people believe that they can’t write - 18:53
- Why do you want to do this? - 20:17
- Why use The 7- Hour Book System? - 22:37
- Helping people pull a book out of their heads - 22:47
- Searching for your book-writing time - 23:57
- Making an appointment with yourself - 25:06
- Setting reminders to write- 26:07
- Moments to think and not to think - 28:40
- Nick’s recommendation - 29:33
- Get in touch with Nick- 30:51
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This week we have a short but powerful episode from host Curtis May, that addresses the two entrepreneurial decisions. Join us to get Curtis’ book recommendation on strategic coaching by author Dan Sullivan as well as his insights on how wealth is created through what is inside of you.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Working on our mindset and our skill set - 1:12
- The two entrepreneurial decisions - 1:27
- Fundamental decisions to be made - 2:10
- Opportunity after creating value for others - 2:37
- People’s dependency - 3:06
- What's the Practical Wealth Process? - 4:22
- If you have cash, opportunities will find you - 5:20
- Freedom to be able to create value - 6:57
- Think: As a Principle of Prosperity Economics - 7:19
- Choose between two economies - 8:12
- What does the market want? - 10:59
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On this new episode of the Practical Wealth Show, Curtis May is joined by a very special guest, his friend and mentor Joe Pantozzi, to discuss the intricacies of the banking industry.
Curtis’s motto is that what you learn today, and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Joe
-
- http://alphaomegawealth.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- The relationship between expenses and savings - 3:11
- Stop focusing on the net-net-net - 3:48
- Fixed costs - 4:44
- How to increase the net - 7:13
- The government, Wall Street, and Banks - 7:39
- Thinking like a business owner - 10:11
- Securing a profit - 11:58
- Banking is a process - 12:57
- Figuring out how banks work - 14:24
- Understanding mortgages - 15:19
- Wealth and wisdom through the banking process - 18:59
- Banks' motivations - 20:25
- Using your cash-flow in a smart way - 28:06
- Americans live for Fridays and weekends - 30:56
- How to build up wealth? - 33:01
- Creating wealth is creating cash-flow - 34:04
- The trip to Italy - 37:26
- A step towards freedom - 41:55
- The more capital you have, the more you can do - 43:13
- John recommends Robert Kiyosaki's books - 45:22
- Getting control of your cash-flow - 49:04
- How to control your "family bank" - 49:55
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Unlocking your true potential requires addressing the subject of health, because what’s the point of having all the resources in the world if you can’t enjoy them? That’s why on this episode we listen to Curtis talk with his friend and client Reginald Brown, A.K.A Mr. In10sity, to address the subject of nutrition as a tool to obtain wealth.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- https://www.in10sityfitnessunited.com/
-
- https://www.instagram.com/in10sity10/
- In10sityfitnessunited@gmail.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Mr. Intensity's background - 1:43
- Sugar addiction - 2:18
- Healing yourself - 2:45
- Working out - 3:36
- The origin of Mr. Intensity - 5:32
- Having two you - 8:14
- The life of the three C’s - 8:29
- Your biggest competition - 8:51
- The seat of your soul - 9:53
- Understanding human physiology - 13:02
- Your first brain is in your stomach - 14:34
- Finding your higher self - 15:32
- Educating yourself - 17:31
- Your digestion never rests - 19:27
- Employing your willpower - 22:30
- Controlling your energy - 24:36
- The concept of a third eye - 27:59
- Setting fitness goals - 30:45
- There are no limits, only excuses - 35:29
- What you are putting in your body - 37:42
- Mr. Intensity's health programs - 42:22
- Health books recommendations - 44:03
- You have to change your nutrition before anything - 50:17
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Having grown up in a lower-income family, Tony Bradshaw made his Millionaire Choice at age 25. Now, almost two decades later, he’s teaching people how to make their own Millionaire Choice. Tony’s book, “The Millionaire Choice”, was inspired by his own vision of empowering anyone to become a millionaire, no matter their income, ethnicity or financial situation. His mission is to create a movement of financially-educated and wealthy people who will make it their mission to fight poverty and help those in need around the world. Welcome to the show, Tony!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- tony@tonybradshaw.com
- themillioniarechoice.com
- https://twitter.com/tonybradshaw?lang=en
- https://www.facebook.com/tony.bradshaw.10441
- https://www.amazon.com/Millionaire-Choice-Not-You-Choose/dp/1683509439
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Tony's background - 0:33
- The book's story - 3:14
- Money is a math problem - 3:31
- A millionaire rule - 5:54
- The future cost - 7:20
- Doubling your money in 7 years - 7:57
- Having a spending plan - 8:41
- The Wealth Money concept - 9:55
- Playing money and flexible spending - 10:57
- Keeping your expenses low - 13:41
- Learn and invest in yourself - 18:07
- Focusing on our job and skill set - 19:32
- How become millionaires - 20:50
- Looking for a good place - 22:33
- Destroying your debt - 24:30
- Ten tips to be wealthy - 28:12
- Focusing on your goal - 30:07
- Creating your millionaire plan - 31:51
- Finding a money mentor - 33:13
- Get in touch with Tony Bradshaw - 37:00
- Parental lessons about money- 37:50
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A money-making formula, is there such a thing? On this episode Curtis is joined by James Graham, who is the owner of a basketball team, to discuss his background and what led him to this previously unfamiliar path. Join us as we listen to James explain how to focus on a new project and how to ensure its financial success.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with James
- https://linktr.ee/mstr.james
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- James's background - 1:11
- Becoming a sports agent - 5:44
- A love for negotiation - 7:55
- Earning more money - 9:03
- The importance of having a plan - 10:41
- Making, Keeping, and growing money - 11:58
- Changing your mindset on making money - 16:36
- Working outside of your degree - 19:32
- Achieving your goals - 20:48
- Amateurs V.S. professionals - 22:02
- Figuring out what you are good at - 23:40
- How a basketball team works - 25:44
- Figuring out how to make money - 26:37
- Finding sources of money - 27:43
- The business cycle - 31:03
- Work and make things happen - 34:55
Review, Subscribe and Share
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Closing the gap between academic and practical finance is the focus of our conversation today, our guest on this episode is David Keller, president and chief strategist of Sierra Alpha Research LLC, Former Fidelity and Bloomberg, and former president of CMT Association. David manages to combine the strengths of technical analysis, behavioral finance, and data visualization to identify investment opportunities for active investors and enrich relationships between advisors and clients.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Books
- James Montier, Behavioural Investing
- William O’Neil, How to Make Money in Stocks
Blogs
- Market Misbehavior
- StockCharts.com
Connect with David:
- WWW.MARKETMISBEHAVIOR.COM
- DAVE@SIERRAALPHARESEARCH.COM
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- David's background - 0:33
- Making good decisions - 2:28
- What's behavioral finance? - 4:52
- Benefits of diversification - 7:00
- Focusing on your goal - 8:32
- Teaching market awareness - 10:29
- What is situation awareness? - 11:47
- Industry’s lessons - 15:07
- Understanding Sierra Alpha's work - 16:24
- Differences between technical analysis and value of investing - 18:14
- What is value - 20:57
- Understanding volatility on this industry - 23:12
- Mistakes that investors make - 23:53
- Educate yourself - 25:37
- Mitigating risk through technical analysis- 28:50
- Best opportunity of 2019 - 31:44
- What is private equity? - 39:10
- Trump's effect - 40:18
- Book recommendation: The Behavioral Investor - 42:26
- Get in touch with David - 43:45
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Make your money work for you by turning a profit on the real estate market. Join us as we listen to our guest Chris Prefontaine, author of “Real Estate on Your Terms: Create Continuous Cash Flow Now and, Without Using Your Cash or Credit” and the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast.
Chris has over 25 years of experience working as an education advocate and participating regularly in high-end mastermind groups. He runs his family-owned buying and selling businesses, which acquire 2 to 5 properties monthly, so they’re in the trenches every single week.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com.
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Chris:
- www.smartrealestatecoach.com
- https://hugewhy.isrefer.com/go/Web/Pwealth/
- https://hugewhy.isrefer.com/go/WEBFREEBIES/Pwealth/
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Family businesses - 2:26
- Obtaining financial freedom - 3:04
- Buying and selling on terms - 3:48
- Recommendations for new investors - 6:19
- Three ways of getting paid - 8:30
- Discussing non-refundable down payment - 8:58
- Selling is the best strategy - 12:28
- Understanding Smart Coaching -15:01
- Helping people -15:50
- Financial independence from a cash flow basis - 18:02
- Surviving the 2008 real estate debacle- 20:34
- His “business Path" - 23:50
- Employing offside meetings - 26:32
- The Smart Real Estate School - 27:45
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Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Terry:
- https://www.sunwesttrust.com/
- https://www.sunwesttrust.com/self-directed-ira-book/
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Review, Subscribe and Share
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Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Review, Subscribe and Share
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A quick and reliable way to fund properties, today we are joined by Ryan G. Wright, who is the CEO of DoHardMoney.com, an initiative that started out of the realization that getting funding quickly on properties through reliable sources prove to be extremely difficult. Having come from a real estate investing background, he sought to provide a way for others to grow their real estate investing business by offering short-term loans with no money down and no monthly payments. The solution was ¨Do Hard Money¨, a private hard money company that offers short-term funding for real estate investors.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- www.DoHardMoney.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Ryan's Background - 0:44
- Ryan's books - 1:59
- Understanding DoHardMoney.com - 3:11
- Education and strategy on real estate - 6:59
- Common mistakes on real estate investing - 7:50
- Hard assets and soft assets - 8:22
- How can DoHardMoney.com help you? - 9:17
- Your security is an asset - 11:50
- Choose the right deal- 17:46
- A win-win situation - 17:56
- How to find a deal - 19:50
- Forging a win-win relationship - 21:20
- Home Selling process - 24:27
- The reselling process - 26:54
- Taking the money and investing it - 28:13
- Talking about taxes and property taxes - 32:03
- Money has to be working at all times - 33:02
- Understanding 401(k) and IRA - 33:24
- Being responsible for your financial freedom - 36:25
- How to find out more about DoHardMoney.com - 38:10
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Today we discuss the fascinating business of protecting what you own using a public adjuster. On this episode we are joined by Sabrina Brooks, an old colleague of Curtis, join us as we discuss what the process entails and what sort of benefits derive from its application.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Sabrina
-
- https://www.facebook.com/Sabrina-Brooks-Licensed-Public-Adjuster-1388897877914278/
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Sabrina's background - 1:16
- Your number one asset - 4:14
- Working on two levels - 4:40
- What is a Public Adjuster? - 5:14
- Yearly changes - 6:10
- Why call a Public Adjuster? - 8:11
- Reading insurance contracts - 11:20
- The purpose of insurance - 14:40
- Protecting your assets - 15:03
- Shopping for insurance policies - 16:42
- An example of claims - 24:06
- Having an organized folder - 24:55
- The concept of depreciation - 29:50
- ACV policy and depreciation - 30:50
- The power of Insurance - 38:36
- Public Adjusters can be scrupulous - 42:07
- How Adjusters get paid? - 42:32
- Get in touch with Sabrina - 46:37
- Training to be a Public Adjuster - 51:03
Review, Subscribe and Share
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Work smarter not harder is the message that Nicole Purvey is attempting to get across with her concept of the "Anti Hustle" Mindset, join us as we listen to examples of how she managed to employ this concept into her successful career as a real estate investor.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- http://nicolepurvy.com/
- https://www.amazon.com/AntiHustle-Nicole-Purvy/dp/0692945423
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Nicole's background - 2:12
- Making money is easy - 4:33
- The making-money mindset - 4:48
- A real estate club - 10:22
- Focusing on networking- 12:52
- Rich people build networks - 14:01
- Your business is your store - 15:45
- The real estate league - 18:08
- Making deals first - 19:59
- Nicole's book: The Anti Hustle mindset - 22:20
- The definition of hustling - 24:03
- Working smarter and not harder - 25:23
- Get in touch with Nicole - 28:28
Review, Subscribe and Share
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Bryan Repple is the President of Repple Wealth Management, a financial planning practice of G.A. Repple & Company, which focuses on providing clients the answer to the four most difficult financial questions challenging families today. Stay tuned as we listen to some stories of business owners that will hopefully leave a lasting impression on you.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Bryan:
-
- https://www.garepple.com/
- https://www.linkedin.com/in/bryan-repple-4380076/
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Bryan's background - 1:42
- Father’s lessons - 6:20
- Becoming a cash buyer - 7:15
- What is a Wealth Creator? - 7:30
- The wealth creation strategy - 8:44
- The pursuit of happiness - 9:50
- The business landscape in 2008 - 13:19
- You are your own stock - 14:39
- Understanding mortgages - 20:59
- Liquidity and control of capital - 24:20
- The two parts of inflation - 24:50
- The cost of doing business - 28:53
- The best money manager - 29:33
- Educating clients - 30:07
- Bryan’s experiences with clients - 33:52
- Understanding liability - 34:50
- Transfering your wealth to the bank - 45:21
- Getting in touch with Bryan - 46:57
Review, Subscribe and Share
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The ins and outs of the real estate market will be the topic of discussion as we are joined by Daniel Harvey, a seasoned professional in the field. Stay tuned as we go over topics such as: why do people refer to real estate as a “money game”? what are some mistakes that new investors make? how to think outside the box and the importance of recapturing your capital.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Daniel:
-
- http://www.dantherealestateman.biz/
- dan1279@msn.com
- www.linkedin.com/in/daniel-harvey-1ba13bbb
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Daniel's background - 1:33
- A mom and a real estate agent - 2:46
- The real estate business - 4:45
- Taking advantage of an opportunity - 5:20
- Understanding leverage - 6:30
- The “money game” - 7:29
- The importance of a mentor - 9:05
- Mistakes of new investors - 9:46
- Thinking outside the box - 12:33
- Money problem or philosophy problem? - 13:27
- Working with goals - 16:06
- The rarity of a “perfect deal” - 19:41
- The art of “flipping” - 21:42
- What can real estate do for you? - 22:23
- Recapturing your capital - 26:16
- Re-teaching how to make money - 30:55
- How to get in touch with Daniel - 33:21
Review, Subscribe and Share
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A groundbreaking new app called “Marco Polo” is the topic of this episode as we get the opportunity to conversate with one of its most active promoters Robert Hartline. Robert is an entrepreneur from Nashville who already owns four companies, among them CallProof, a software company dedicated to maximizing the efficiency of outside sales teams for businesses all over the United States.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Robert:
-
- robert@callproof.com
- https://cal.mixmax.com/roberthartline-794/onehour
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Robert's background - 1:34
- The Marco Polo app- 3:02
- The beauty of video walkie-talkie - 3:45
- How the app works - 6:04
- Passion in an organization - 8:26
- Building relationships with clients - 10:20
- Using the Marco Polo app - 11:30
- Opportunities through Marco Polo - 12:24
- A Marco Polo group - 20:55
- Life is very short - 24:55
- Technology for business growth - 26:08
- Achieving business growth - 26:42
Review, Subscribe and Share
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Janice Coleman has a mission to help entrepreneurs and professionals maximize their potential. Together Curtis and Janice speak about growing yourself and your skill set in your career or business. You’ll walk away with actionable insights on how you can level up in your industry.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- http://www.janicecoleman.com
- http://www.janicecoleman.com/bef
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Janice’s background and why she loves what she’s doing - 1:51
- How to grow yourself in your career or business - 5:27
- Understanding who you’ve become - 9:35
- Why the financial plan proceeds the business plan - 13:07
- How to be innovative - 14:55
- Topics at the upcoming event with Janice - 22:14
- Curtis’s secrets on networking - 29:44
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Quality education made affordable, that's the objective that our guest Austen Allred set out to accomplish when he decided to co-create the “Lambda School”, a training program specialized in coding, computer science, and web development, that introduces a revolutionary tuition model asking graduates to pay only when they’ve landed a successful job.
Join us as we get a firsthand glance into Austen’s incredible story of overcoming the crippling debt left over from supporting his own business that drove him to share with others in his book the lessons learned through his experience, selling over $250,000.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10 or 20 years from today. To learn more about how to manage your wealth in a practical way, please visit: www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- To get in touch with Curtis for a free report: curtmay@gmail.com
- Call his office - 610-622-3121
- www.lambdaschool.com
-
- https://www.linkedin.com/in/austenallred
- austen@lambdaschool.com
Get your Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Austen's Background - 0:43
- What is the “Lambda School”? - 2:30
- Challenging the university structure - 5:28
- Getting into the “Lambda School” - 6:42
- Application process and free classes - 7:53
- Austen’s book- 8:06
- Finding the perfect audience - 9:59
- Austen’s perfect audience - 10:40
- The story of an entrepreneur - 12:43
- “Lambda School” success stories - 14:02
- Business owners and revenue - 17:59
- Cutting expenses and increasing your income - 18:30
- Austen’s favorite books - 19:07
- The “Lambda School” in 10 years time - 21:29
Review, Subscribe and Share
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If you mastered your emotions you’d be a master of your finances. That’s a bold statement and Patrick Donohoe the author of Heads I Win, Tails You Lose talks with Curtis about looking at fear, negative emotions and the keys to being successful.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- https://www.amazon.com/Heads-Win-Tails-You-Lose/dp/1544510845
- www.paradigmlife.net
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Why emotional intelligence is hard - 3:13
- Patrick's background - 4:52
- He tells us when he saw a great opportunity - 5:47
- He tells us when he met Kim Butler and how Nelson Nash's book helped him - 6:30
- Patrick’s vision with help individuals learn about what happened since 2008 - 8:14
- What we do every single day makes a difference - 8:50
- Patrick talks about retirement, freedom, and desire of retirement in his book - 12:49
- The importance of finding financial independence - 13:53
- How to be financially free? - 14:48
- Financial freedom and financial independence - 16:17
- The best return on investment you can get is investing in yourself - 20:40
- How to create constant growth - 22:22
- The perpetual wealth strategy: Second Chapter of Patrick's book - 23:08
- Having liquidity - 24:27
- They talk about Private Mutual Insurance Companies - 25:20
- Curtis tells us about the study guide in Patrick's book - 28:53
- The nature of savings and borrowing - 30:10
- Tools to grow your wealth - 32:07
- Opportunity cost as a profound principle - 35:41
- They talk about leverage (investment strategy of using borrowed money) - 37:26
- Understanding how money works - 41:56
- Patrick shares with us the books that he is reading now - 42:41
- Where you can find Patrick's book - 44:09
- Security is the ability to produce - 46:22
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Curtis talks in this episode with Mark Bertrang, who wrote a book about investments and life insurance assets. He also talks about the worst-case scenario in real estate and what are assets and liabilities.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- http://www.bertrangfinancial.com
- Mark’s Book
- https://www.linkedin.com/in/markbertrang
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- How Curtis and me at the Summit for Prosperity Economics Advisors - 1:10
- Mark's Background - 2:27
- Mark and Curtis talk about the life insurance policy - 4:40
- How to help the children of a person who passed away - 5:55
- Mark shares a few stories of people that died and what their family did with the life insurance - 7:47
- Why every situation is unique - 9:18
- They talk about their first death claim as agents - 12:32
- What happens if a person dies in the first two years? -14:33
- Mark tells us another story of life insurance policy - 16:04
- The worst-case scenario in real estate - 19:17
- What are assets and liabilities? - 21:17
- How we take care family - 23:51
- What is whole life insurance? - 28:25
- Life Insurance Value and Human Life Value - 29:04
- Negotiating with the Life Insurance Company - 36:31
- Mark recommends advisors to not practice law - 40:06
- Mark gives recommendations to his clients - 41:17
- Raising other people's kids costs money - 45:27
- You have to have the money first - 46:48
- At what age people become a widow - 48:00
- They talk about Mark's Book - 50:54
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In this episode, Curtis talks with Jordan Goodman, who is “America’s Money Answers Man” and a nationally-recognized expert on personal finance. He is a regular guest on numerous radio and television call-in shows across the country, answering questions on personal financial topics.
He is the author/co-author of 13 best-selling books on personal finance including Master Your Debt Fast Profits in Hard Times, Everyone’s Money Book, Master Your Money Type, Barron’s Dictionary of Finance and Investment Terms and Barron’s Finance and Investment Handbook.
Jordan is also a speaker and seminar leader on personal finance topics for business executives, students, associations, investment clubs, employees and others. They talk about making money and pay yourself first.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Introduction to the Practical Wealth Process
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
-
http://bit.ly/2nrojsL
-
Earning high income from Secured Real Estate Funds. Instead of keeping your money in the bank earning 0%, a suitable alternative would be Secured Real Estate Funds which pay 8% a year in monthly checks, which can either be deposited electronically or reinvested. These funds lend to high quality commercial real estate projects that are having a hard time getting financing from traditional banks and they use the “collaborative lending” model to help builder/developers complete their projects in a timely way. The maximum they lend is a 70% loan to completed value. The minimum investment is $5000 and minimum hold time is 1 year. Find out more at www.securedrealestatefnds.com or call 888-444-2102.
- Mortgage equity optimization to pay off a 30-year mortgage in 5 to 7 years. By using a HELOC combined with a traditional first mortgage, people can pay down their principal much faster so they can pay off their mortgage in 5 to 7 years on their existing level of income. I will explain how this works and I have also attached to this email a chapter from my Master Your Debt book called Mortgage Free in 5-7 years. www.truthinequity.com.
- Mortgage Savings for Heroes. People in the military, first responders, doctors, teachers, and clergy give a lot of great services but are not usually rewarded or appreciated enough. The Heroes Come First program at www.heroescomefirst.com gives these heroes big discounts on mortgage rates and fees and also a rebate of real estate agent’s commissions when buying or selling a home. All of this can add up to $2000 or more for a home transaction.
- Verifying loan payments. Many people do not realize that the payments they are making on their adjustable rate mortgages, escrow withholdings, and private mortgage insurance are incorrect. If they get those amounts audited and errors are found, people can qualify for huge rebates and adjustments of their payments down to the correct levels. They can find out how to do this at www.verifymymortgage.com, www.verifymyescrow.com, and www.verifymypmi.com
- Refinancing your car loan to lower car payments. Many people took on bigger cars and car payments that they can afford in the last two years and now they may be in danger of getting their car repossessed if they can’t afford their payments. People don’t realize they can refinance their car loans to a lower rate and lower payment by lengthening out the maturity of the car loan. www.myloangen.com.
- Getting credit card debt under control. For people with massive credit card debt at high interest rates, it seems like they will never be able to get ahead. People can use a quality non-profit credit counseling organization to combine all of their credit card debt into one payment at a much lower interest rate—typically 6% to 9%--to get out of debt in 2-4 years instead of 30 years or more.www.cambridgecredit.org
- Improving your credit score and erasing errors from your credit report. Many people have errors on their credit reports that are dragging down their credit scores unnecessarily. I can discuss what you can do to get errors off your report and what your rights are under the Fair and Accurate Credit Transaction Act (FACTA). In many cases, it is better to have a professional take care of this for you so I will refer people to Better Qualified at www.tourdecredit.com or have them call 888-533-8138.
- Selling your life insurance policy for cash. When people don’t need or can’t afford their life insurance policy any longer, they usually let it lapse, letting the insurance company off the hook. But they don’t realize that they may be able to sell that policy for tens or hundreds of thousands of dollars in the life settlement market. The people or institutions that buy the policy become the beneficiaries and collect the death benefit when you die and are willing to pay you thousands of dollars now to take over the policy. You will never hear about this from life insurance companies who want your policy to lapse. People can find out more about this at fundinglife.com or by calling 877-485-6681.
- Refinancing student loans. Many graduates have thousands of dollars in federal and private loans at high interest rates so it often makes sense to combine all of them into one new loan at a much lower rate, typically 2-3%. credible.com/moneyanswers
- The Ultimate Guide to Student Loans. What you need to do to save upfront to avoid needing to borrow, how to get the best loans when you get to college and how to pay the loans off as quickly as possible after your graduate.
- Getting advantageous financing for your business. Instead of dealing with traditional commercial banks or merchant cash advances that are hurting many small businesses. www.corporatelendingsolutions.com
- What to do if you are piled under in business debts. The strategy of prioritization where some debts are prioritized over others and so you pay the most important ones first to stave off creditors. Go to www.helpwithpayables.com or call 800-411-1113 to know how to put this strategy into action.
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Show Notes
- Jordan talks about the Secured Real Estate Funds - 3:16
- How to mitigate the risks - 4:40
- Jordan talks about Crowdfundings - 5:29
- Reinvest your IRA - 6:25
- How to get mortgage savings - 9:14
- Jordan recommends to us a web page called: Hero's come first - 10:12
- Verifying loan payments - 12:17
- The Blended Strategy - 18:21
- Jordan tells us the importance of having equity in your house and positive cash flow - 21:06
- Refinancing your car loans - 22:44
- Jordan tells us some resources to help people with credit cards debts - 28:27
- Curtis and Jordan talk about Students Loans - 28:40
- How to save and invest before you enter college - 32:11
- How to get the best student loan - 32:20
- Getting an advantage for business owners - 35:14
- Jordan talks about Corporate Lending Solutions and their website - 36:09
- How a small business can get a loan - 36:36
- Jordan recommends taking immediate action - 42:12
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Curtis talks with Jason Rodriguez about protection and property insurance and why you have to protect your stuff. They help us see how insurance is fundamental for financial planning!
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- http://www.prominentagency.com
-
- 302-351-3368
- jason@prominentagency.com
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Show Notes
- Jason talks about some mistakes people do when they are shopping - 2:21
- They talk about the meaning of "50-30" - 4:42
- What happens if you have an accident? - 5:44
- What are the current limits? - 7:19
- The two parts of car insurance, property damage, and liabilities - 8:59
- They talk about the "Umbrella Plan" - 10:34
- What is a liability policy? - 11:46
- How liability insurance protects you - 13:02
- Why you have to protect your stuff - 22:23
- All about general liability - 23:54
- Insurance for business owners - 26:03
- Why you must call your insurance company - 31:15
- Get in touch with Jason Rodriguez - 33:50
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This week Curtis talks to his good friend, entrepreneur and crypto expert, Kamil Salter. They share a lot of “not so heard of” concepts on blockchain technology and the cryptocurrency arena.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Kamil’s website
-
- www.thecryptocraft.com
- Link mentioned in episode:
-
- Buy your first Bitcoin from Coinbase and get $10 of Bitcoin free
- Sign up for the Binance Cryptocurrency Exchange
- Sign up for the Bittrex Cryptocurrency Exchange
- Review all the Cryptocurrencies
- Dollar cost averaging crypto video
- Buying Altcoins video
- “Explain bitcoin to me like I’m five” article
- Market Cycle Phases
Special Listener Gift
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Show Notes
- Kamil’s background - 1:48
- What to know about the cryptocurrency arena - 3:48
- All about bitcoin - 5:27
- He talks about his mistakes in the bitcoin market - 8:59
- Making money with bitcoin - 10:47
- Curtis talks about a successful business - 12:25
- Your number one asset is you - 13:50
- Activities produce money - 14:44
- Flow and Move; the importance of using these Principles of Prosperity Economics - 16:01
- The first cycle: accumulation - 17:26
- Why smart money is buying now - 19:21
- Money should be a store of value - 21:02
- Look for opportunities to invest your capital - 21:54
- The blockchain technology - 25:37
- The risk capital as a part of your strategy - 28:08
- Taking a risk is an opportunity - 28:58
- The importance of saving - 32:16
- How to get started in the crypto arena - 37:14
- Some coins are nothing - 41:03
- They recommend some books about crypto arena - 46:59
- The importance of working on mindset - 48:36
- Make way for the new with the crypto arena and blockchain - 49:41
- Invest in yourself and never stop learning - 57:32
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Curtis talks with Donte M. Murphy, Chief Marketing Director at the Conglomerate Marketing Agency. He shares with us some tips to grow your small business and also why marketing should be the number one investment.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
-
https://conglomeratema.com
- donte.murphy@conglomeratema.com
Special Listener Gift
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Show Notes
- Donte's background - 2:23
- How Donte started creating success for people - 3:32
- The mistakes that people make with marketing - 6:18
- Donte gives us an example of what he did with a small business - 8:22
- Why you have to build your email list - 11:50
- It's all about returning your own investment - 14:05
- How systems make money - 20:48
- The importance of automation - 25:16
- Donte shares with us some stories from his first clients - 30:03
- The importance of having a database - 35:53
- Donte shares with us some tips on social media - 37:01
- Curtis talks about the importance of having a Facebook page - 39:20
- The importance of having keywords in your web page - 41:07
- You have to develop marketing assets - 42:06
- The importance of a good review - 52:34
- How to make your business grow - 58:19
- Donte recommends us to use Google Analytics - 58:47
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Curtis continues the series about the Principles Of Prosperity Economics. This time we talk about controlling our dollars.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Curtis tells us that we have to be able to take "control" - 1:50
- Control, Liquidity, Use, and Equity - 3:11
- What can you control about a stock market? - 3:19
- A way to control your wealth: avoid the speculation - 4:04
- Curtis talks about the yellow tank (investments) and the green tank (savings) - 6:08
- You need to have control of your assets - 8:29
- Learning how to grow your business - 9:04
- With more knowledge, there are more choices and options - 12:53
- You need to save and invest first - 14:06
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In this Podcast, Curtis May talks about the fourth principle of the Prosperity Economics Movement: Cash Flow. He also talks about the importance of using the Seven Principles as a filter in your finances.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- The two narratives going on in the financial work - 3:11
- Creating Cash Flow - 5:37
- You can control your personal economy - 7:38
- Curtis talks about the third principle: Measure - 7:50
- The importance of knowing how money works - 8:58
- The four rules that can help us reach our goals - 9:40
- The importance of focusing on cash flow- 10:53
- Curtis talks about corporate finance and speculation - 15:12
- Buy more assets that generate cash flow - 20:17
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If you’re wanting more oomph out of life this is an episode for you. Focus James, the author of ‘How to Have a Healthy Love Affair’ and transformational life coach speaks with Curtis about different strategies for finding balance with your finances, family and your health.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- https://www.thefocusoflove.com
Special Listener Gift
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Show Notes
- Focus’s background and how she got into the transformation industry - 2:22
- What it means to have a healthy love affair - 4:40
- How to be equally yoked in your relationship and finances - 8:38
- Why you need to love yourself and how to do it - 9:57
- The only person that can make you happy - 10:56
- Happiness is a choice and how to think about it - 13:15
- Sometimes you just need to fall back in love - 16:13
- How Focus helps people as a coach - 18:51
- “It’s not how fast, it’s how far” - 22:22
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In this podcast, Curtis May talks about two of the Seven Principles of Prosperity. He talks about the principles of seeing your vision and measure opportunity cause.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- http://bit.ly/2nrojsLintroduction
- http://bit.ly/2Ms9ZOL
- http://bit.ly/2Ms9ZOL
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Curtis talks about the second principle of prosperity economics "see" - 1:03
- The importance of looking at your whole personal economy - 3:05
- He talks about "defining moments" - 3:24
- He talks about the ability to read numbers - 3:59
- "We don't have money, we have a currency" - 4:21
- You have to look how to make your dollars grow - 5:40
- You have to see the whole personal economy - 6:14
- The importance of the seen and the not seen - 6:40
- Your liability is the bank asset - 8:15
- He explains to us the idea of "focus on the tree" - 8:43
- You have to build you liquidity - 9:12
- You have to see your finances - 11:30
- He talks about the third principle of prosperity economics: measure - 12:59
- The importance of measure your opportunity cause - 13:49
- You have to look at opportunity cause overtime -17:38
- Curtis tells us that we have to think more macroeconomically - 22:16
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Today’s episode is all about thinking! Curtis shares with us his thoughts on the first principle of Prosperity Economics, the things he learned from his mentor Kim Butler and how he uses this concept to help his clients.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
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In this podcast, Curtis talks about a question: Should I be involved in a strategy network marketing?
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Curtis tells us that he had a strong background in network marketing - 0:58
- Curtis’s background - 1:10
- Curtis explains to us the importance of learning how to market and sale - 4:10
- He explains to us a product in network marketing - 6:19
- He explains to us the two positions of Real Estate - 8:22
- How broker-dealers work? - 10:30
- The benefits of network marketing - 12:45
- He recommends to us to evaluate the business - 16:24
- You need selling propositions in network marketing - 17:50
- Curtis tells us that his last company did a lot of sales - 30:21
- You have to learn how to promote - 31:57
- Curtis tells us that he wants to help families become economically independent - 42:00
- Curtis can help us to build economic independence - 43:14
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Caleb Guilliams joins Curtis for this special live episode where they talk about Caleb’s book ‘The AND Asset.’ You’ll understand the control compounding strategy and how to get your money to work for you like a bank.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- www.betterwealthsolutions.com
- Caleb’s podcast https://itunes.apple.com/us/podcast/better-wealth-with-caleb-guilliams/id1406521737?mt=2
Special Listener Gift
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Show Notes
- Why income follows value - 2:02
- Getting money should be at the top of your list - 2:54
- Introducing Caleb Guilliams - 5:44
- Why you need to ask for help and why it’s a compliment - 9:51
- Being proactive and educating others - 13:17
- The secret to building wealth - 16:45
- Why you’ll never win with just accumulation - 21:00
- Looking beyond with the rate of return with his 16 methods - 24:45
- Leaders are readers - 27:30
- Why financial prosperity matters - 29:34
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In this podcast, Curtis talks about why it's a good life insurance for children.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Curtis talks about planning defense - 1:29
- He talks about Individual policies on children- 1:44
- Why get life insurance for children? - 2:52
- How much do we want to save for this policy? - 4:20
- Curtis tells us that the key is creating a saving plan - 5:29
- How these policies work - 8:12
- Teach your kids that they have a banking system - 9:44
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In this episode, Curtis shares with us some recommendations about money and all the things that create wealth in your life. He also talks about what to do to make a transformation.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- He talks about Marissa Bloedoorn’s event “Taking Center Stage OWN IT!” - 1:30
- He talks about transformation - 2:51
- Teach people to think - 3:07
- Learn about money and take control of money - 3:43
- He talks about economics adulthood - 4:58
- Focus on cash flow - 7:04
- Making a transformation through economics for adulthood - 8:17
- Curtis tells us that transformation is hard - 8:46
- Try to teach principles - 9:45
- You can't lose money - 10:20
- Think about where you are and where you want to go - 13:22
- How do you get to prosperity - 15:08
- Why the bankers think differently - 17:02
- He wants to help us eliminate dependency - 17:54
- Simplify complexity - 19:11
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Having bad credit not only affects the loans you get but it also impacts nearly every aspect of your financial life. Curtis talks about the easy steps to improve your credit score, how to understand the debt trap and what you can do now to see a bump in your score.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- www.freecreditreport.com
- http://www.creditkarma.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Overview on how to improve your credit - 0:22
- Why bad credit is a wealth transfer - 1:10
- What you can do to improve your credit score - 3:52
- Understanding the debt trap - 8:01
- Bad credit is a result of something that’s not going right - 11:10
- Credit cards are for conveniences - 14:30
- 2 easy steps to increase your score - 19:01
- Strategy to get more credit cards to build credit - 23:30
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Rhonda Cohen understands that relationships matter in both your personal life and business life. In today’s episode she talks with Curtis about showing gratitude for others, how to buy gifts for others and how to create wealth in all your relationships.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Rhonda
-
- https://www.rucrafts.com
- 856-905-1070
- rucrafts13@gmail.com
- https://www.facebook.com/RuCrafts-Designs-142902152460030/
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Why relationships matter - 2:15
- Gift giving for and focusing on the recipient - 4:05
- Why gifts should be beyond gift cards - 6:16
- Gift varieties - 10:01
- Building wealthy relationships - 15:42
- How to tell when people are happy - 21:22
- Getting the gift to fit the occasion - 22:21
- How her business helps people - 27:27
- Businesses and nonprofits using gifting - 30:00
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Based on the book "Killing Sacred Cows: Overcoming the Financial Myths that are Destroying" by Garrett B. Gunderson and Stephen Palmer, Curtis explains how people should be aware of what’s going on around the rise of interest rates to be prepared for how this may affect your finances.
He also talks about how to preserve your capital and shares with us a classical definition of inflation.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Why you have to think about economics - 1:24
- He talks about the Federal Reserve - 4:00
- Why the Federal Reserve wants to raise rates - 7:50
- Understanding inflation - 9:50
- What happens if your credit is bad? - 15:10
- He tells us four things that we should do for outcoming opportunities - 16:15
- Get prepared to borrow before you need it - 24:15
- He talks about a credit plan - 25:30
- How to build your credit - 26:21
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Leaving your insurance policies filed away and forgotten about can be harming you. Curtis explains what to look out for and how to review your policy to make sure you are on top of any surprises. Call Curtis at 610-622-3121 and he will review your policies with you.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free book - curtmay@gmail.com
- Call his office - 610-622-3121
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Show Notes
- If you borrow against your permanent it’s a loan you have to pay back. - 2:05
- Why Universal Life is unstable and something you may want to avoid. - 4:00
- Call Curtis and he’ll do a review with you. - 7:21
- Why you must use a convertible term policy. - 8:44
- The term conversion strategy. - 10:55
- How real estate makes your investments more efficient. - 14:08
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Learning how to become the bank and create money and wealth is the big picture. In this episode Curtis talks about the economics of freedom and how to build your financial IQ to put yourself on a path of wealth.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
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Show Notes
- The misconceptions of economics - 1:38
- Why you have to control your cash flow and wealth transfers - 3:39
- What is freedom? - 5:02
- How to make money - 6:45
- Why you can’t have freedom without responsibility - 10:51
- The 5 problems you must tackle in finances - 14:16
- Understanding inflation - 19:50
- Building your financial IQ - 22:30
- Where insurance and protection fits into the picture - 29:20
- You have to learn how to become the bank - 31:30
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You become financially free when your passive income exceeds your expenses. Carey Buck has lived by this philosophy for years and has put her focus on creating a passive income with ATM machines.
You’re going to learn the insides of the ATM business and how it truly is a passive income business that may be a fit for your wealth accumulation.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Carey Buck
-
- http://www.atmbusinessblueprint.com/
- https://www.facebook.com/groups/cashflowhackers
- Curtis's special cash flow ATM affiliate link:
- https://earnendlesscashflow.clickfunnels.com/roadmap?affiliate_id=1157263
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
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Show Notes
- Theme of today’s show and Carey’s background - 0:40
- How one line from a book changed her thinking and career - 8:57
- You can actually own ATM machines and how the business operates - 10:36
- The most profitable way to approach this industry - 13:02
- How much money it takes to get started - 15:09
- The average ATM makes you $300 - $600 a week - 16:36
- What risks people should look out for - 22:44
- Why Carey teaches a course about the ATM business - 26:50
- 3 reasons why you should have passive income - 31:58
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You have to have money to succeed in business. In this episode Curtis and Ty talk about the 4 step formula for building business credit even if you don’t have any credit.
Ty Crandall is an internationally known speaker, author, and business credit and financing expert. He is the CEO at Credit Suite where he oversees the biggest business credit coaching operation in the United States.
With 16 years of financial experience, Ty is widely recognized as an authority in business credit building, business credit scoring, and business financing. He is the author of two popular books, Perfect Credit and Business Credit Decoded.
Ty is a frequent contributor to radio and news shows, TV programs, and magazines including Entrepreneur, Inc, and Forbes, as well as the host of the popular podcast The Business Credit and Finance Show.
Ty is a mighty guest with vigorous co-promotion of every show appearance with his 40,000 email subscribers, 30,000 Facebook fans, 5,000 Twitter followers, 13,000 YouTube subscribers, and active Periscope and Instagram following.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Ty Crandell
-
- https://www.creditsuite.com
-
- https://www.creditsuite.com/duns
- http://creditsuite.com/ein
Special Listener Gift
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Show Notes
- Ty’s background - 0:32
- What is business credit? - 3:44
- How any business can get business credit - 4:42
- When you should start building business credit - 8:36
- A typical scenario for business owners - 11:14
- The 4 steps of building business credit - 14:39
- Get setup with reporting agencies - 23:28
- Start building business credit - 26:32
- Understanding larger financing options - 35:37
- Get credit that you’re going to use - 41:27
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Damion Lupo has been on the financial roller coaster having made millions and then hit rock bottom and now back up again. Together Damion and Curtis talk about the psychology life strategies, where to focus your time and assets and how to create a turnaround.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Connect with Damion Lupo
-
- https://damionlupo.com
- https://www.amazon.com/Damion-Lupo/e/B009MA64OK
Special Listener Gift
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Show Notes
- Damion’s background 0:27
- What he learned from hitting a financial rock bottom - 2:35
- Wealth is the ability to choose freely - 5:09
- When is it enough? - 8:45
- Live the best life you can today and prepare for tomorrow - 11:50
- Why people need to take control of their life and money - 13:40
- Should we be working for money? - 15:54
- The disservice of the 4 Hour Work Week - 19:58
- Why you need to be guided with values - 22:27
- It’s all about fulfillment - 25:05
- How to makes sales a fun process - 31:42
- Getting your psychology down - 35:50
- What he would do if he had to start over again - 39:51
- How to follow up with Damion - 41:11
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Investing in notes isn’t as common practice as stock investing but the returns and freedom are something worth looking at. Curtis brings on a guest expert Chris Sampson to talk about his note buying business, the associated cash flow and where to find money to invest in notes.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Chris Sampson
-
- https://www.pfmwealth.com
- chris@pfmwealth.com
- https://www.amazon.com/Invest-Debt-Jimmy-Napier/dp/1619274094
Special Listener Gift
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Show Notes
- Chris’s background - 1:35
- How Chris invested in himself and with his education and mentors - 4:10
- What is a note - 6:41
- Not buying the property but the debt on the property - 11:40
- Why you live on cash flow - 13:00
- Understanding the yields - 14:18
- Chris partners with people on deals and educates as well - 17:31
- Taking calculated risks - 22:48
- Where to find money to invest in notes - 26:04
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Most people don’t realize that you finance everything you buy so it’s crucial to understand how to measure your opportunity cost. Curtis shares why you need to treat the money you have as though it has a cost to it and why it’s critical to understand what your money can be doing for you.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Understanding and measuring your opportunity cost 0:27
- If you don’t have money you’re paying interest to borrow other people's money - 2:53
- Treat your money as though there is a cost to it - 6:01
- How you incorporate your opportunity cost - 10:29
- Diversification if for people that don’t know what they’re doing - 12:25
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Subscribers and clients are constantly asking me about what to be investing in today. In this episode you’ll understand the 3 types of money, the 4 different asset classes and how to avoid average results.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Questions Curtis is getting from subscribers and clients - 0:40
- The 3 types of money - 1:09
- 4 different asset classes - 3:18
- Why you need to fund your personal banking system first - 7:22
- Investing for cash flow - 10:06
- Getting out of the rat race - 14:44
- The liabilities of 401k plans - 19:02
- What is the average person supposed to do? - 22:58
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Eliminating debt and growing your personal economy doesn’t happen by luck. In this episode Curtis talks about how to eliminate debt and explains how to create freedom from debt from others.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- The pitfalls of using future earning as collateral
- Understanding your money deficits
- First you have to get a baseline of where you are right now
- Do you have money that is lost and is waiting for you?
- Why you have to focus on your cash flow
- How to get freedom from debt from others
- Why everyone needs a home based business
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Understanding how millionaires think, speak and act different than the middle class will open your mind to new opportunities. In this episode Curtis opens up with a recent experience he had at a cigar bar and how that has helped him see where millionaires put their time and focus.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Curtis’s first experience of going to a cigar bar - 1:00
- Being able to talk about big ideas and success - 3:02
- Why you need to stay in control of your attitude - 5:38
- Spending your time talking about ideas - 7:32
- How the middle class spends their money and time - 11:21
- Why you have to understand people and influence others - 17:07
- You get what you think about - 20:20
- Stop complaining and start being grateful - 26:31
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Getting out of debt is a great goal but becoming financially independent is how you can truly create wealth. In this episode Curtis talks about the 10-20-70 formula and shares the first steps to creating wealth.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Is your goal to get out of debt or become financially independent? - 0:59
- The 10-20-70 formula - 1:22
- You have to pay yourself first - 4:01
- How to start your debt elimination program - 6:55
- Understanding there's good debt and bad debt - 8:32
- Why Curtis starts with the smallest debt - 11:15
- Learn how the tax code works - 15:17
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It all starts with the way you think. Are you thinking like a poor person, middle class or rich person. Curtis shares the differences between the wealth classes, how to put together a game plan and why income is a direct proportion to what you bring to the marketplace.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Millionaires think long term and the middle class thinks short term - 1:27
- Society is broken into four different wealth groups - 2:54
- The middle classes primary goal is comfort, the rich’s goal is freedom - 4:45
- The foundation of scarcity is envy - 7:58
- Your income is in direct proportion to what you bring to the marketplace - 9:05
- Your #1 asset is you - 10:07
- With an abundance mentality you will seek freedom - 12:27
- Curtis’ message to business owners - 15:19
- All good investors use insurance as a foundation of their plan - 19:45
- Understanding the rules to money - 21:30
- Activity produces knowledge - 24:50
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Understanding the laws of wealth and why it’s a choice is a necessity especially for the black community since so much wealth has shifted. Curtis shares his insights from several books he reads from along with his experience of talking with other experts in the community.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- https://www.amazon.com/Wealth-Choice-Success-Secrets-Millionaires/dp/1137279141
- https://www.amazon.com/Black-Titan-G-American-Millionaire/dp/0345453484
- https://www.amazon.com/S-B-Fuller-Economic-Development/dp/0971042810
Special Listener Gift
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Show Notes
- Being an avid promoter of Dennis Kimbro’s book - 1:30
- Learning to read between the lines - 7:26
- The first law of wealth - 10:48
- Why you have to decide to be wealthy - 14:07
- How the net worth of black households has dramatically changed - 16:50
- Make thy money grow - 24:42
- Why you must read - 28:00
- Don’t perish from a lack of knowledge - 34:15
- You have to move money through assets - 36:00
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Peter Hug has been involved with precious metals since 1974 and has a wealth of knowledge about gold and silver. Curtis and Peter talk about the reasons to buy gold, what types of gold coins are best to get and where to store your precious metals to keep it safe.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Connect with Peter Hug
-
- www.kitco.com
- http://www.kitco.com/contributors/PeterHug
- phug@kitco.com
- https://www.linkedin.com/in/peter-hug-1396932b/
Special Listener Gift
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Show Notes
- Peter’s background and how he got involved with precious metals - 2:50
- Why gold should be apart of everyone's portfolio - 6:29
- Understanding the psychology of metals buyers - 9:46
- What type of gold buyer are you? - 16:47
- Why you can’t get caught up in the hype of your countries gold coin - 20:50
- How to determine if you’re getting a fair price - 22:48
- How to make sure you get genuine coins - 26:49
- Buying gold vs silver - 29:21
- Where to keep your precious metals - 31:22
- Why mainstreet doesn’t understand gold - 35:52
- The impacts of inflation and how it will affect metals - 41:08
- Markets that react favorable to gold - 46:56
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Jeffrey Reeves is creator of EUREKONOMICS and the author of Curtis’s favorite book: Money for Life. Curtis and Jeffrey talk about EUREKONOMICS and how this concept applies to all families.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Connect with Jeffrey Reeves
-
- http://profitpilots.us
- https://www.linkedin.com/in/jeffreyereeves
- https://www.amazon.com/Money-Life-Thrive-Good-Times/dp/0979770904
- https://www.amazon.com/EUREKONOMICSTM-Dazzling-Dozen-Jeffrey-Reeves-ebook/dp/B004ULVHGQ
Special Listener Gift
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Show Notes
- What is EUREKONOMICS - 1:15
- Why he came up with EUREKONOMICS - 3:18
- Why the middle class isn’t setup for success - 7:07
- Investing from savings and not income - 11:54
- What the wealthy do with their money - 14:15
- Understanding 1974 wealth? - 16:11
- Getting back to personal economy management - 24:39
- Being your own bank - 28:01
- Why the money for life principles are based in American business values - 32:53
- The United States is based off of small business - 35:00
- Tying principles from Think And Grow Rich with Money For Life - 39:50
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Jim Small is all about cash flow real estate and building passive income. In this episode Curtis and Jim talk about his perpetual passive income machine and why he’s anxious to bring on more good debt to create additional cash flow opportunities.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Connect with Jim Small
-
- http://www.santerealty.com
- https://www.linkedin.com/in/jim-small-mba-7b7929/
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Jim’s background - 1:25
- Why he likes real estate amongst all the asset classes - 3:12
- His 4 step money rules real estate plan - 7:46
- Yield vs return - 12:20
- Understanding The Perpetual Passive Income Machine - 19:34
- Why you should be getting more good debt - 23:47
- Jim’s 11 year old daughter is able to do his book - 24:35
- How he teaches his kids about finances - 26:50
- Jim’s book recommendations - 30:21
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Gregory Thorne is a real estate investor that specializes in real estate wholesaling. In this interview Curtis and Greg talk about the mechanics of putting together a real estate deal and how all parties benefit from the transaction.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Connect with Greg Thorne
-
- https://thewinninghand.org
- https://www.facebook.com/gregory.l.thorne
- https://www.linkedin.com/in/gregory-thorne-70080215/
- http://activerain.com/profile/gjproperties
- Reach out by email to greglthorne@gmail.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Where Greg got his start in extra education - 3:12
- If you work your system you’ll get results - 5:23
- What makes him different than the rest of investors and educators - 8:03
- Understanding real estate wholesaling - 9:10
- The mechanics of wholesaling real estate deals - 11:10
- The biggest mistakes people make with real estate investing - 14:04
- Why you need to focus on the first deal while going for the quantum leap - 16:02
- How come other investors and people use Greg and his company - 20:17
- How long it takes to get your first payment - 22:28
- What new skills he’s adding to his repertoire in 2018 - 24:15
- How to get his book and connect with him - 26:37
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The Eagles just won Super Bowl LII and since I’m a long time fan and resident of Philadelphia I had to celebrate and share this special bonus episode with you. You’ll hear strategies on why a team wins and how to create that winning team for your financial life.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Why creating a system is critical to success - 3:35
- Your #1 asset - 6:05
- Who’s on your team? - 8:01
- The 4 asset classes and how to assemble your support team - 10:49
- How come life is a team sport - 16:05
- Creating your strategic offensive plan - 19:15
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Do you know the top 10 wealth transfers you’ll face in your financial life? In this episode Curtis talks about these wealth transfers and explains the 3 types of money that passes through your hands and how to keep and grow your own wealth.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Where most people transfer their wealth - 1:24
- The 3 types of money - 2:09
- Money that you unknowingly spend or giveaway - 5:34
- The top 10 wealth transfers - 7:00
- Tax refunds and the truth behind them - 12:25
- Understanding the different wealth transfers - 18:47
- The first step is awareness - 23:51
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Meg Stangl is a social media expert and is focused on helping business owners use the power of Facebook and other platforms to grow their businesses. In this episode Curtis and Meg talk about sales funnels and understanding who your audience to form relationships with them.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Connect with Meg Stangl
-
- https://www.topdigitalagent.com
- https://twitter.com/topdigitalagent
- https://www.linkedin.com/in/megstangl
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Meg’s background and what she currently does - 3:21
- How growing up around computers sculpted to view on the world - 8:00
- What aspiring business owners should be focusing on with social media - 10:46
- Why customers need 7 points of contact from you - 14:00
- Understanding sales funnels - 16:59
- Why you have to figure out who you serve in the marketplace - 18:55
- Using Facebook ads to build your business - 26:27
- Staying on top of all the changes in social media - 28:43
- Meg’s final recommendations - 34:35
- Why you need to invest in yourself and in your education - 39:43
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Banks are setup for business people by business people to take control of your money. In this episode Curtis talks about the 7 ways to beat the banks at their own game and how you can apply his 5 step program to take control of your finances.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Most people are caught into losing money by transferring wealth to banks - 1:23
- Case study of a family coming into an inheritance - 3:15
- Curtis’s 5 Step Program - 6:06
- I don’t care what you start with - I care that you’re starting - 7:39
- The financial system is setup for business people by business people - 9:11
- Decide to keep money for yourself - 10:35
- One of the best places to store cash - 14:46
- Why you have to act as the banker - 15:25
- Taking the mystery out of the money - 17:49
- Why you can win focusing on scarcity - 20:12
- Understanding your personal economy - 24:00
- Reducing contributions to IRA’s and 401k’s - 24:38
- There’s a difference between having debt and being in debt - 28:25
- Strategies on how to free up extra capital - 31:20
- Using wealth to create a legacy - 32:00
- Why income is not wealth - 34:00
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Curtis gets to the root of understanding the problem about traditional financial planning and what things we should be focused on to avoid being distracted. He shares lessons he learned from working in the family business and also applying principles taught from wise mentors.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Advice from Nelson Nash: “If you know what’s going on, you’ll know what to do.” - 0:59
- Story of recently helping a client with a real estate challenge - 3:52
- Lessons learned on a sailboat - 7:09
- Living in the performance economy and thinking like an entrepreneur - 11:31
- Getting to the root and understanding the problem - 12:49
- The Rule of 72 - 16:11
- Products are just tools. That’s why we focus on principles - 19:15
- What should you be doing? - 21:36
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If you’re looking to hit the ground running in 2018 this episode is for you. Curtis May walks you through a strategy where you can follow along with a pen and paper and create a plan so you end the year more healthy, wealthy and wise.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
-
- curtmay@gmail.com
- Text: CASHFLOW #ebook to phone number: 26786
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- There are two tax codes. Which one are you in? - 1:43
- Planning out your year strategy (grab your pen and paper) - 6:04
- Your best investment in 2018 - 9:20
- What real security actually is- 14:30
- Who can you add to your team to reach your potential? - 15:57
- Find out what you can automate - 17:45
- What actions and activities will you take in 2018? - 19:00
- The sure fire way to make your ideal way happen - 25:49
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Gerald Jones is the host of Buy Black Podcast and shares his mission which is to change the reality of black people through positive economic growth. They talk about how to be successful in business and in life and why it’s critical to take immediate action.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Connect with Gerald Jones
-
- https://itunes.apple.com/us/podcast/buy-black-build-the-new-black-wall-street/id1255751566?mt=2
- https://buyblackpodcast.libsyn.com
- https://www.linkedin.com/in/gerald-jones-cplp-371239b9
- https://www.facebook.com/buyblackpodcast
- https://twitter.com/buyblackpodcast
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Gerald’s background and how he got started with his podcast - 1:25
- Why we titled the show “failing forward” - 8:40
- If you have an expertise run with it - 10:02
- Why everyone can be an entrepreneurial thinker - 13:30
- Your income is a direct proportion to what you bring to the marketplace - 16:58
- How mindset is critical - 19:35
- Security is the ability to produce - 22:17
- Put focus on your skills and creating value - 25:14
- Finding opportunities and teaching your kids during the process - 26:15
- Profits are better than wages - 30:03
- Why Geral is helping black business owners to help build the community - 33:24
- The reason why the black community often fails - 35:48
- We’re rebuilding the fabric of the black community - 40:33
- Stop looking for people outside of you to solve your problems - 42:21
- An investment is when your principal is safe - 44:39
- 3 things people can do to set a lifestyle ceiling - 46:55
- Using cash to make more cash - 55:40
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When you’re loaning money out to friends, family or strangers there are several things to consider because it will change your relationship - and could possibly ruin it. In today’s episode Curtis shares the 9 things you should consider before lending out money and how the money for life principles come into play.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Send an email with questions to curtmay@gmail.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- The difference between bank loans and personal loans - 1:12
- Should you even consider loaning money out? - 3:18
- Why you should only loan money on what you can afford to lose - 5:34
- What happens if they default? - 8:39
- Consider how your family and friends might react - 10:02
- Stick to cash, avoid credit cards - 11:47
- Charge them an interest - 13:05
- How to avoid friction at home - 15:00
- Why this is ultimately a personal decision - 16:54
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Curtis May talks about the 8 Habits of Highly Successful People and shares his insights on how to prepare strategically for 2018. He also discusses the entrepreneurial mindset and how to think like a business owner.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- https://www.amazon.com/Seven-Years-Figures-Fast-Track-Millionaire/dp/0470267550
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Your #1 asset - 1:29
- Increasing your personal value - 3:35
- How your network equals your networth - 4:59
- Focusing on your habits - 6:22
- Habit #1 - 7:20
- Habit #2 - 8:17
- Habit #3 - 9:47
- Habit #4 - 11:15
- Habit #6 - 15:45
- Habit #7 - 17:48
- Habit #8 - 20:18
- Look for ways to employe your capital - 25:05
- Why you need to go into the New Year with goals - 28:25
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Desiree Stafford is a mindset coach and business mentor. In this episode she shares her story about becoming an entrepreneur and how she overcame failure which has helped her find her purpose as a coach helping other business owners and entrepreneurs. If you feel like you’re playing small in life and business this will be a great episode for you.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Connect with Desiree Stafford
-
- https://desireestafford.com
- https://www.facebook.com/DesireeStaffordFan
- https://www.amazon.com/Desiree-Stafford/e/B00AALLHEM
- https://www.linkedin.com/in/desireestafford
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Desiree’s background - 0:54
- How she got into entrepreneurship - 3:22
- Her first business - 4:05
- The moment she felt like a failure - 7:56
- Her mission and purpose as a coach - 9:25
- Why she likes working with people who have existing businesses - 11:21
- Who the ideal person is that she helps - 13:48
- Why people are playing small - 17:18
- Overcoming the shame of success - 20:05
- Coming back to your financial set point - 20:50
- How marketing is the keys to the kingdom - 24:01
- You have to move people emotionally - 26:47
- Don’t teach people, reach people - 28:22
- What strategies Desiree is working on in 2018 - 31:26
- The myth that you need a massive marketing budget - 34:34
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Being in control of your finances is both empowering and necessary. In this episode Curtis talks about 10 great ideas on effectively tracking your finances and shares his favorite apps to use.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- http://practicalwealth.libsyn.com/money-for-life-with-jeffrey-reeves-episode-10
-
- For tracking Expenses http://bit.ly/cashlowmgr
- Budget Plan http://wizefi.com/go/Practicalwealth
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- The 4 Pillars of a Strong Personal Economy - 1:53
- It starts with cashflow management - 2:56
- Top 10 tips for effectively tracking your finances - 3:35
- The “why” helps you stay on track - 5:07
- Expenses rise to meet income - 6:15
- Sorting your spending into categories - 7:33
- The cashflow management system - 8:40
- Cashflow manager app http://bit.ly/cashlowmgr - 12:20
- Budget plan app http://wizefi.com/go/Practicalwealth - 13:10
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Could paying off your mortgage early actually be hurting your wealth creation? In today’s episode Curtis talks about the 5 reasons to never pay off a mortgage and why you need to learn the rules to the game if you want to win.
Go to http://bit.ly/mortgagepower to watch the video Curtis mentions in the podcast.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Video: Harness the Power of Your Mortgages as a Wealth Building Tool
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Why Curtis added mortgages to his financial business - 1:02
- How you manage equity is important into achieving your long term and short term goals - 2:10
- The top 5 money transfers in life - 2:55
- Should you pay extra on your mortgage? - 3:51
- What is good for the bank is bad for you - 5:29
- You need savings more than you need equity - 8:06
- The depression era mindset is the old way of thinking - 10:17
- 5 reasons to never pay off a mortgage - 11:40
- Why you have to think from a prosperous mindset - 20:13
- It’s hard to win the game when you don’t know the rules - 25:35
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Kevin Nichols is the managing partner at Penumbra Capital Management and he talks with Curtis today about the best investment nobody has heard of. This conversation is a real eye opener to new alternative investment options.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Connect with Kevin
-
- https://thepenumbraplan.com
- https://www.linkedin.com/in/kevin-nichols-40400022
- Contact Kevin at 817-479-9770 or kevin@penumbrasolutions.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Kevin’s background - 1:14
- The idea started with investing in life settlements - 2:09
- Why he pooled all the policies together into a larger fund - 5:25
- People are raising their hands wanting Kevin and his company to be involved - 9:46
- Why they don’t want the premiums to go low - 10:36
- Finding non-correlated alternative investments - 12:39
- Why Kevin only deals with A or better rated companies - 15:09
- Why most people are speculating and not investing - 16:39
- Who should be contacting Kevin? - 21:35
- Employ your capital and be a good steward over your money - 24:24
Review, Subscribe and Share
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This is Part 2 where Jimmy Vreeland and Curtis May talk about turnkey real estate and how even non accredited investors can create cash flow investments. Together they share the 4 pillars of wealth within real estate and why creating cashflow is the real income security to focus on.
Watch the Private Lending Webinar with Curtis and Jimmy http://www.webinar123.net/passiveREincome
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.jointopsproperties.com
- Part 1 : http://practicalwealth.libsyn.com/turnkey-real-estate-with-jimmy-vreeland-episode-7
- www.practicalwealthadvisors.com
- https://www.youtube.com/channel/UCJqt28JgVQmlhtlmMDQ93Ug/videos
- Private Lending Webinar with Curtis and Jimmy http://www.webinar123.net/passiveREincome
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Why Jimmy thinks real estate is the best cash flow vehicle - 1:09
- Downsides to turnkey real estate - 2:57
- What he’s thinking about when buying real estate - 4:55
- Where to store your cash - 6:15
- How a life insurance policy is just like a house - 8:26
- What happens if the market cuts in half? - 11:06
- Everyone should be in the cash flow and banking business - 13:08
- The history of economics is the same subject and you need to understand trends - 17:12
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Kim Butler is the creator of the 7 Principles of Prosperity and she’s leading a movement that’s helping people gain control of their money and have it work for them. In this episode Kim and Curtis talk about those 7 principles and share insights on how to feel empowered with any amount of money you may have.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Connect with Kim
-
- www.prosperitypeaks.com
- http://www.prosperitypeaks.com/pem-books
- Eight Perspectives on Prosperity Economics book
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Why Kim is the reason I do what I do - 0:59
- How basing work off of principles makes our work unchanging - 1:55
- Understanding the 7 Principles of Prosperity - 3:47
- Do 401k plans follow the 7 Principles of Prosperity? - 4:40
- Principle #1 Think - 5:08
- Principle #2 See - 7:00
- Principle #3 Measure - 8:05
- Principle #4 Flow - 10:32
- Principle #5 Control - 12:25
- Life insurance is not an investment, it’s a place to store cash - 15:47
- Principle #6 Move - 18:44
- Principle #7 Multiply - 20:39
- Why big banks tell us the wrong advice and how to avoid this huge mistake - 22:56
- Creating the emergency fund - 24:44
- If you think you can’t do anything, you can always learn - 28:15
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Almitra Tankersly is an expert on business credit. In this episode Curtis and Almitra talk about the the 5 mistakes people make when starting a business and what to do to establish and get business credit.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Connect with Almitra
-
- https://www.creditfitness.co
- https://www.linkedin.com/in/almitra-tankersly-5361516b
- https://twitter.com/tgtalkscredit
- https://www.facebook.com/CreditFitnessInc
- Text the word CURTIS to 215-645-7053
- http://enforcedaccuracy.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Why credit is such a heavy weighted topic? - 1:52
- Focus on making money and generating revenue - 4:38
- The 5 mistakes people make - 6:57
- Tip #1 - Why your business name matters - 8:54
- Tip #2 - Business address - 16:50
- Tip #3 - Make sure your business is separate entity from your person - 20:03
- Tip #4 - Having business contact information - 23:54
- Tip #5 - Email in sync with website - 30:40
- How Almitra is completing all these steps in as little as 3 days - 37:26
- Who should be thinking about getting business credit - 38:00
- It all starts with good personal finance - 45:30
Review, Subscribe and Share
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In this special bonus episode Curtis gives the 7 Rules on how you can think like a CFO to create a strong foundation with your personal economy. By following these pieces of advice you can see how a good CFO is an expert, and applies their expertise wisely.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Do you feel like you’re one layoff away from disaster? - 1:45
- The foundation of a strong personal economy - 2:42
- Stop being a victim and take control - 3:21
- Saving cash gives you strength - 5:33
- Creating passive income that you don’t have to work for - 6:35
- Developing a legacy of wealth and wisdom - 6:53
- CFO Rule #1 - Live by a budget - 8:36
- CFO Rule #2 - Manage your debt - 11:53
- If you’re going to to go into debt to buy an asset that makes you money - 15:11
- CFO Rule #3 - Engage in strategic planning - 16:18
- CFO Rule #4 - Minimize your tax exposure and maximize your tax breaks - 20:42
- Having a business is not optional - 23:34
- CFO Rule #5 - Continually build your skills and knowledge - 26:20
- CFO Rule #6 - Learn to maintain excellent records - 28:12
- CFO Rule #7 - Focus on profit - 29:54
Review, Subscribe and Share
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Jeffrey Reeves is the author of Curtis’s favorite book: Money for Life. In this episode Curtis and Jeffrey talk about the 4 Pillars of Financial Security and they remove some of the commons myths around finance, life insurance, taxes and becoming your own bank.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Jeffrey’s book - Money for Life on Amazon
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Special guest Jeffrey Reeves - 0:29
- The debt paradigm puzzle - 2:33
- Ben Franklin and the frontier paradigm - 4:03
- How debt is a new form of slavery - 6:43
- 4 Pillars of Financial Security - 7:27
- The retirement myth - 9:10
- Postponing taxation - 12:45
- How to prepare for retirement - 16:56
- Save from income, invest from assets - 18:22
- The chronological sequence of the 4 Pillars of Financial Security - 19:56
- Jeffrey’s background of creating the Money for Life system - 23:07
- The real meaning of economics - 28:25
- Values and principles - 33:02
- Changing your mind about money - 36:22
- Investing vs speculating - 40:01
- Becoming your own bank - 42:00
- Banking is simply creating a pool of capital that you control - 47:50
- America is based on economics - 50:05
- If you want a free America it’s going to be individuals and small businesses that stand up - 51:46
- What Jeffrey is currently doing - 54:01
Review, Subscribe and Share
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In this episode Joe Pantozzi talks with Curtis about the components of wealth and prosperity including how to think from a prosperous mindset, the importance of having a good WHY, committing to excellence, and to focus on giving.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Connect with Joe
-
- http://alphaomegawealth.com
- Facebook - Alpha Omega Wealth
- Twitter - Alpha Omega Wealth
- LinkedIn - Alpha Omega Wealth
- YouTube - Alpha Omega Wealth
Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed
Show Notes
- Joe making the switch over to Prosperity Economics - 1:30
- You can’t think like the world thinks - 4:12
- Selling is getting someone intellectually engaged in a future result that is good for them - 6:37
- People will live up to their expectations, but if they don’t set expectations that exceed their grasp, then they’re never going to grow - 10:20
- The importance of being aware, figuring out the WHY - 13:28
- If you don’t have a good WHY, then you won’t be able to accomplish the goals you say you have - 14:23
- If what you’re doing is enriching others’ lives, don’t feel guilty about making money and being successful - 16:38
- A word on excellence - 17:57
- Lessons learned and how to apply it: “Where do you put your money?” - 21:48
- How rich people got rich - 24:00
- Most people don’t have a money problem, most people have a philosophy problem - 25:52
- Great reads - 27:15
- Capital consumption vs generational wealth - 32:12
- Components and escalation of wealth - 34:55
- Fuller: “If it wasn’t for governments, there is enough on this planet to make every inhabitant a billionaire.” - 35:52
- Pursue relationships instead of wealth - 36:41
- Recap - 37:36
- Joe’s parting words of wisdom - 39:00
Curtis shares the 5 Step Money Organizer Plan to putting you in a position to be prosperous and to live prosperously. This was a special interview he did with Todd Strobel from The Prosperity Podcast.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being--5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- http://www.moneyorganizerplan.com/index.html
- www.practicalwealthadvisors.com
- Email curtmay@gmail.com for free report on good debt vs. bad debt
- Call Curtis at 601-622-3121
- The Prosperity Podcast
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Show Notes
- Introducing Curtis May
- The Money Organizer Plan - 1:11
- How the Money Organizer Plan Came About - 2:08
- Step One: Creating ATM Money: Establishing a Short Term Liquid Fund - 3:11
- Step Two: Debt Elimination - 10:09
- Step Three: Building Cash Reserves - 14:17
- Where to Go to Learn More? - 16:16
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Jimmy Vreeland and Curtis May talk about turnkey real estate and how even non accredited investors can create cashflow investments. Together they share the 4 pillars of wealth within real estate and why creating cashflow is the real income security to focus on.
Listen to Part 2 of the interview: http://practicalwealth.libsyn.com/turnkey-real-estate-with-jimmy-vreeland-part-2-episode-13
Watch the Private Lending Webinar with Curtis and Jimmy http://www.webinar123.net/passiveREincome
To learn more about how to manage your wealth in a practical way, visit Curtis May’s website: http://practicalwealthadvisors.com/
Links in this Episode:
http://practicalwealthadvisors.com/
www.jointopsproperties.com
Show Notes:
01:40 Jimmy’s background and his current work focus
02:39 Why Rich Dad Poor Dad says to start with Real Estate
03:25 Getting money to work for you
04:34 His unique niche in the real estate marketplace
07:00 Stop feeling guilty about making money
08:08 Two ways to help people profit from real estate
10:39 What turnkey buyers are really looking for
12:23 The 4 pillars of wealth with real estate
15:05 Why you don’t have security in your job
Curtis shares a personal story about a cousin that was recently killed and how the family had to work through the emotional and financial devastation. He explains why insurance companies investigate before they make a payout and why most people are underinsured because of human life value.
To learn more about how to manage your wealth in a practical way, visit Curtis May’s website: http://practicalwealthadvisors.com/
Links in this Episode:
http://practicalwealthadvisors.com/
Show Notes:
02:14 The core of all planning is insurance because you need to bet on certainty.
03:00 Don’t be emotionally devastated and financially devastated.
06:03 Why insurance companies investigate before they make a payout.
07:03 Human Life Value - Why most people are underinsured.
08:56 Your legacy is to pass on wealth and wisdom.
10:40 Half of winning is showing up.
11:21 Don’t just have insurance on your job.
12:31 Insurance is the only that guarantees what you want to happen will happen.
14:23 It’s not about the product. It’s about the strategy.
16:10 Begin with the end in mind when it comes to your finances.
Welcome to the fifth episode of the Practical Wealth Podcast. In this episode, Curtis has a conversation with PodKick Producer Spencer Shaw. They hash out the meaning of Prosperity Economics and Alternative Investing. If you’re new to these concepts, this episode will explain how they can change the way you think about finances.
To learn more about how to manage your wealth in a practical way, visit Curtis May’s website: http://practicalwealthadvisors.com
Links in this Episode:
http://practicalwealthadvisors.com
Show Notes:
00:00 Intro
00:37 Spencer Shaw special guest
01:10 Curtis’s take on Prosperity
03:04 Losing my religion
03:52 Minimize your loses
04:38 Two ways people lose their money
06:36 Is prosperity applicable to anyone?
08:55 Prosperity Economics is about Principles
09:20 The Rungs of the Prosperity ladder
10:37 How long does prosperity usually take to understand
13:27 What does “alternative to wall-street” mean?
15:11 Four things you can do with your savings
19:45 Whole Life Insurance
22:05 The Money Operating System
25:58 Knowledge and Capital creates opportunity
27:22 How to learn more on Prosperity Economics
30:32 Final tips to share with the audience
30:43 “Change your viewpoint to change your life”
Welcome to the fourth episode of the Practical Wealth Podcast. In this episode, Curtis continues his conversation with Dan Zitofsky of Zitofsky Capital Management.
To learn more about how to manage your wealth in a practical way, visit Curtis May’s website: http://practicalwealthadvisors.com
Links in this Episode:
http://practicalwealthadvisors.com
www.zitofskycapitalmanagement.com
Show Notes:
00:00 Intro
00:29 Special Guest: Dan Zitofsky- Zitofsky Capital Management
00:56 Turnkey Investing
02:02 Due diligence and research
03:35 Property Management is key
36:22 You can’t stay in business long without creating value.
12:59 Curtis: “I am a financial educator”
14:31 Entering the wealth cycle
22:23 How listeners can get in touch with Dan: www.zitofskycapitalmanagement.com
23:18 This is what big banks do with their money!
25:05 We want to teach you the truth about money.
Welcome to the third episode of the Practical Wealth Podcast. In this episode, Curtis has a conversation with Dan Zitofsky of Zitofsky Capital Management. They will teach you how to think like the big banks and create wealth the right way.
To learn more about how to manage your wealth in a practical way, visit Curtis May’s website: http://practicalwealthadvisors.com/
Links in this Episode:
http://practicalwealthadvisors.com
http://www.zitofskycapitalmanagement.com
Show Notes:
00:00 Intro
00:29 Special Guest: Dan Zitofsky- Zitofsky Capital Management
00:55 Background of Dan
01:47 Flipping was not creating wealth
03:15 Buying properties in emerging markets
08:43 Two schools of thought in personal finance
09:19 People who build wealth, build businesses and buy real estate.
10:38 Income is not wealth
17:45 How much money do you need?
21:52 Curtis’s core strategy
23:28 Where do you store your cash?
Welcome to the second episode of the Practical Wealth Podcast. In this insightful episode, Curtis May shares his shortcuts to making better financial decisions. In just 15 minutes you will take away tangible financial tips that will change your life.
To learn more about how to manage your wealth in a practical way, visit Curtis May’s website: http://practicalwealthadvisors.com/
Links in this Episode:
http://practicalwealthadvisors.com/
Show Notes:
00:00 Intro
01:28 We’re going to talk about defining moments
03:47 In traditional finances: You were told what to think, not how to think.
04:12 The first defining moment
04:56 The second defining moment
07:00 There are options that are available to you that you don’t even know exist.
07:18 Knowledge is something that you learn. I want to give you wisdom.
08:02 Get a copy of : The Richest Man in Babylon
08:29 Seven cures of a lean purse
11:43 Wages make you a living, profits make you a fortune.
13:36 How do you make more value?
14:53 Reach out to us with comments and suggestions!
Welcome to the first episode of the Practical Wealth Podcast! In this insightful episode, Curtis May shares his story and his practical mindset on wealth. This is a great intro into what you’ll be learning from this podcast.
To learn more about how you can manage your wealth in a practical way, visit Curtis May’s website: http://practicalwealthadvisors.com
Links in this Episode:
http://practicalwealthadvisors.com
Show Notes:
00:00 Intro
00:37 Who am I and why you should listen
01:43 I was a mainstream and traditional advisor at first
02:48 I’m a third generation entrepreneur
03:01 What people my age don’t hear
03:10 People get financial indoctrination, not education
06:06 Creating a pool of capital
09:42 Taking control of your personal economy
10:30 Kim Butler’s book + Prosperity ladder
12:52 Good debt vs. Bad debt
15:56 Profits are better than wages
16:27 My nickname: the Contrarian
16:42 I want you to do what you want to do, not what you have to.
17:51 Buy your life and time back.
22:45 We are going to focus on being excellent on this podcast.