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.
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Listeners of The Practical Wealth Show that love the show mention:The Practical Wealth Show podcast, hosted by Curtis, is an absolute gem for anyone looking to build wealth and achieve financial prosperity. As a newcomer to the Prosperity Economics movement, I found this podcast to be incredibly informative and inspiring. Curtis genuinely cares about his listeners' success and provides valuable content that can help anyone on their journey towards financial freedom.
One of the best aspects of this podcast is the quality of the content. Curtis does an excellent job of breaking down complex concepts in a way that is easy to understand and apply to our own lives. He covers a wide range of topics related to building wealth, from investing strategies to tax optimization and everything in between. Each episode is packed with actionable tips and advice that listeners can implement immediately.
Another great aspect of The Practical Wealth Show is Curtis himself. His passion for helping others is evident in every episode. He brings a unique perspective to the table and shares personal stories and experiences that make the content relatable and engaging. Curtis also invites guest speakers who are experts in their respective fields, providing additional insights and expertise.
While there aren't many negative aspects to mention, one small criticism would be the frequency of episodes. Given the high quality of content provided, it would be fantastic if new episodes were released more frequently. However, this is a minor issue considering how much value each episode delivers.
In conclusion, The Practical Wealth Show podcast is a must-listen for anyone looking to improve their financial situation and create lasting wealth. Curtis's genuine desire to help others shines through in each episode as he provides practical advice and strategies for building prosperity. I highly recommend this podcast to anyone eager to learn more about prosperity economics and take control of their financial future. Keep up the fantastic work, Curtis!
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
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 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 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 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 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. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS
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 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, 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 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
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 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
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 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, 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 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 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 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 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 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'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 Click here to subscribe with Spotify Click here to subscribe with RSS
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 Click here to subscribe with RSS
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. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS
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 Click here to subscribe with Spotify Click here to subscribe with RSS
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 Click here to subscribe with Spotify Click here to subscribe with RSS
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 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 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 Click here to subscribe with Spotify Click here to subscribe with RSS
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. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS
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 Click here to subscribe with RSS
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 Click here to subscribe with Spotify Click here to subscribe with RSS
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 Click here to subscribe with RSS
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 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 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 Click here to subscribe with Spotify Click here to subscribe with RSS
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. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS
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. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS
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 Click here to subscribe with Spotify Click here to subscribe with RSS
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. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS