The Practical Wealth Show

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 - [email protected] 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 - [email protected] 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 - [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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/ [email protected] 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 - [email protected] 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 - [email protected] 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 [email protected] Visit his website at https://thefunneldoctoragency.com/ [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 - [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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/ [email protected] 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 - [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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 [email protected] 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 - [email protected] 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

In this episode, Curtis May sits down with Tim Lyons, the co-founder and managing partner of Cityside Capital, along with his brother Greg. He is a Registered Representative of Phase One Financial Services, LLC, a broker-dealer based in New York City (member FINRA/SIPC). Tim holds the Series 82 and 63 licenses and is focused on raising capital for multifamily, self-storage, and industrial assets that provide great risk-adjusted returns, tax advantages, passive income, and equity upside. Highlights Managing dual careers The journey to asset accumulation. Needing a change in strategy The step by step journey to wealth creation through real estate Benefits of leveraging financing for asset acquisition The process of deal selection in Cityside Capital Importance of good deal structure in real estate The five freedoms: financial, time, relationship, purpose, and geographical The importance of education in personal finance Why you should take stock of the year and prepare for the new year Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Connect with Tim Lyons LinkedIn: https://www.linkedin.com/in/tim-lyons-cityside-capital/ Twitter: https://twitter.com/Tim_CitysideCap Facebook: https://www.facebook.com/tim.lyons.712/ https://www.facebook.com/Citysidecap/ Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS

Curtis May discusses the concept of becoming your own bank through privatized banking systems. Curtis reaffirms his company's, Practical Wealth Solutions, commitment towards helping people set these systems up. His firm utilizes properly structured dividend-paying whole life insurance as a means of storing cash. Curtis heavily discourages the notion of chasing rates of return, instead he encourages listeners to strive for uninterrupted compounding through a system similar to the Banking Life Cycle, which includes earning, banking, borrowing, spending, and repaying oneself. Highlights Common misconceptions seen on the internet about infinite banking Curtis' favorite books on financial planning How infinite banking works and the misconception that it is a wealth creation tool The importance of understanding the process of banking regardless of the rates of return or spreadsheets Why you should not focus on products but rather on understanding the process of banking The conventional wisdom on earning money, categorizing it as the "debt paradigm" His financial strategy, which involves earning, banking, borrowing against your bank, spending it wisely and repaying from your cash flow The need to repay debts and investments, warning listeners not to "steal the peas" Why you should start reading "Rich Dad Poor Dad" for understanding how to start earning money, manage cash flows and save profits Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] 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 short episode, you'll understand the concept of the four pillars of financial security where I discussed the following: Savings: Building a financial cushion through regular savings Insurance: Protecting against unexpected expenses with various insurance coverage Investing: Growing wealth over time through strategic investment decisions Debt Management: Minimizing and responsibly handling debts to ensure financial stability and freedom Legacy of Wealth and Wisdom Highlights The importance of asking oneself, "What do you want and why?" in financial planning A sequence of steps to move from financial dependence to financial freedom The importance of having cash and capital in case of emergencies The four pillars of a strong personal economy Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] 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

Kyle Christensen and I explored the natural tendencies that can hinder our path to financial freedom and discussed how we can overcome them. Let's delve deeper into these natural tendencies and explore strategies to break free from their grasp. This explores several key points: Instant Gratification Fear of Risk Comfort with Familiarity Lack of Financial Education Social Pressure This practical insight on overcoming these tendencies offers suggestions for adopting healthier financial habits. He encourages us to prioritize financial education, embrace calculated risks, and shift our mindset toward long-term financial success. Tune in now! Highlights The decision to start the show on discussing principal-based planning was triggered by the financial noise circulating in the market. Debate regarding the real intentions of financial institutions with regards to their clients. Connection between the ability to read numbers (financial literacy) and the ability to identify the best investments. Discussion on how risk is associated with the level of knowledge one possesses about the subject. One more natural tendency people possess is to delegate responsibility rather than holding themselves accountable for their financial decisions. Disclosure about the business model of financial institutions and the importance of developing one's own investing strategy. The impracticality of creating 20 or 30 year plans. Discussion on 401Ks and the impossibility of knowing when you'll achieve financial freedom. Explanation of the velocity method and why financial institutions prefer it to compounding interest. Emphasizes on the need for people to engage and think systematically about their finances. Talks about the aim of their financial planning approach, striving to change the way financial planning is done. Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Connect with Kyle Christensen [email protected] Check out this great book Principles Based Planning: https://amzn.to/3t9utDc https://www.linkedin.com/in/kyle-christensen-45788b3b Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS

In this short episode, I went live and talked about how the principles-based planning works and how properly structured dividend-paying whole life is a tactic that gives you a certain path to wealth creation. I also tackle how important it is to have an organized and strong cash flow. Please visit our website: www.practicalwealth.net/. Tune in now! Highlights First principle: Saving 15% of your gross income Importance of liquidity and understanding basic economic principles Advocacy for investing in cash flow instead of nest eggs The three rules of investing Why you should start creating an emergency fund The importance of understanding financial philosophy Steps toward attaining financial independence The concept of economic childhood, the reliance on a single source of income, and the restrictions of the wage-earning model Focus on becoming a financial master or "Jedi" Advocacy for setting short-term goals and measuring progress backward The importance of a financial plan or map. Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS

In this episode, I'm honored to interview Tyler King, the Founder of my favorite CRM which is Less Annoying CRM. We discussed the very essence of nurturing customer relationships. Tyler's visionary approach to CRM (Customer Relationship Management) has revolutionized the way businesses engage with their clientele. He shares his profound wisdom on creating not just customers but genuine advocates and partners. Learn how to establish trust, build lasting connections, and make your customers feel truly valued by using their application. We explore how he began creating CRM technology, the secrets to effective communication, and the power of a customer-centric approach in a digital age. Whether you're an entrepreneur, a seasoned business owner, or someone passionate about enhancing customer relationships, this episode is a goldmine of practical insights and inspiration. Join us as we unlock "The Power of Customer Relationships" with the exceptional Tyler King, and empower yourself to transform your business through the magic of authentic customer connections that are automated and you can access anytime anywhere. Highlights Tyler's background in developing software and how it led him to create Less Annoying CRM How Curtis uses Less Annoying CRM with his assistant for scheduling and tasking. How a CRM increases one's business' value Ways users can link Less Annoying CRM with Google Calendar and MailChimp Different CRM platforms that you can use for your business Less Annoying CRM offers: Free, unlimited phone support to help personalize the CRM to a user's specific business Curtis' business strategy, which is broken down into lead generation, data management, and relationship building Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Connect with Tyler King GET THE EXTRA FREE MONTH ADDED TO YOUR TRIAL: www.lessannoyingcrm.com/invite/1D48F https://www.lessannoyingcrm.com/ https://www.linkedin.com/in/tylermking Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS

In this episode, Curtis May sits down with Monica, an Early Childhood Educator, with more than 20 years in the field who is passionate about adult-child engagement. Among her goals is that every child has an adult who can read and talk with them, which increases vocabulary and comprehension. She is also the author of The Ice Cream Man Is Coming and Our Family Is Different. Both books aim to share the joy of reading for young children, which is the highlight of this episode. Highlights The importance of early literacy, the problems that arise from not reading early, and the positive impacts of instilling love of reading into children The construction of libraries in West Philly and the importance of children having a foundation for reading before starting school Difficulties many children face in catching up academically if they start school without basic reading skills or even a love for reading Crucial role of parenting in a child's education and the need to understand that all children have unique learning styles The importance of allowing children to select books that cater to their interests to foster their love for reading and expand their vocabularies Encouraging children to create their own stories, promoting parent-child interactions and creativity while building confidence and a love for reading The website where all three of Monica's books can be found Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Connect with Monica Allison https://my.epublishyou.com/monicaallison [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS

In this episode, Curtis May sits down with Dwayne Roberts, the CEO of Dwayne Roberts & Associates LLC, He is a phenomenal Inspirational Speaker, Podcast Host Certified Behavioral Consultant, Influencer, Certified Extreme Execution Coach, and Leadership Consultant. His passion is to impact the lives of men in leadership and personal development. This episode will help you learn more about leadership and personal development. Highlights Robert's passion for empowering men and being an inspirational speaker The need for discomfort in order to achieve success The importance of having personal discipline and a clear vision in life Roberts shares a useful acronym related to taking action The importance of choosing happiness and success Importance of understanding ourselves and then understanding others Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Connect with Dwayne Roberts [email protected] Website: https://www.dwaynehroberts.com/ Leaders S.H.I.F.T. Community: https://www.dwaynehroberts.com/leaders-s-h-i-f-t-community Phone number : (719) 733-3750 Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS

In this episode, Curtis talks about the 5 Laws of Gold which is adapted from The Richest Man in Babylon. Also, Curtis promotes the idea of becoming one's own bank using privatized banking systems and focusing on gaining interests rather than spending it. He introduces the concept of infinite banking and talks about involving whole life insurance policies in personal finance. Highlights The First Law of Gold: Start Saving Early The Second Law of Gold: Control Your Expenses The Third Law of Gold: Make Your Money Work for You The Fourth Law of Gold: Guard Your Investments The Fifth Law of Gold: Increase Your Earnings Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] 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, Curtis May features Kira Wissman who is an OPERATIONS AND LEADERSHIP EXPERT, and Chris Mannina a SMALL BUSINESS FINANCE EXPERT of KWC, a team of accountants and advisors all dedicated to the founding principle of providing quality personal service. Highlights Fundamentals of accounting and reporting - and their application in the real world Motivating staff, communicating effectively, and understanding what employee engagement means Optimizing operational efficiency through a practical look at expenses Understanding the basics of cash accounting vs. accrual accounting Bridging the gap between finance & accounting department and the rest of the organization Inventory management and why it is critical to the success of your business Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Connect with Kira Wissman and Chris Mannina Website: https://www.kwccpa.com/ https://www.linkedin.com/in/kdw2200/ https://www.linkedin.com/in/manninastrategies/ Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS

In this episode, Curtis May sits down with Joe Pantozzi, my mentor from Alpha Mega Wealth. His wealth management firm devotes effort and resources to Client Education to define: Money versus math; material versus educational wealth; asset wealth management versus wealth management; generational wealth, versus cultural wealth, versus community wealth, etc. Joe believes too many people neglect to understand WHY they want to build up material wealth and therefore miss the mark. Highlights Getting the Capital Maximizing your Capital Understanding your Capital worth Problems of Business owners Properly Structured Whole-life Policy Be the Master of your Money Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Connect with Joe Pantozzi Website: https://alphaomegawealth.com/ LinkedIn: https://www.linkedin.com/company/alpha-omega-wealth Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS

In this episode, I'm with my close friend Terri Brown. She is a real estate investor, developer, general contractor, coach, and professional speaker. She is a serial entrepreneur with all of her companies operating with a service impact model. She embodies the essence of resourcefulness and resilience. Highlights How to Build Generational Wealth Financial Planning Develop yourself Before jumping into Real estate Critical 4 critical areas of business REAL ESTATE Made Easy Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Connect with Terri Brown [email protected] Free Webinar Sign-Up: https://forms.gle/35bnoVyQ4A5DMEmH8 RME Tickets: https://bit.ly/3ZkroLT Youtube: https://www.youtube.com/channel/UClhEjXQ98cFtDvANT1PqzRw Instagram: https://www.instagram.com/builttolastsolutions/ Facebook: https://www.facebook.com/profile.php?id=100076363900754 Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS

Joining me today is a really great guest, Chris Finlay, an innovator and leader in today's evolving senior housing and multifamily real estate world! As chairman and CEO at Lloyd Jones, Chris works to expand the company's senior housing interests. His extensive real estate investing experience, development background, and passion for world-class senior living facilities create an exciting opportunity for both seniors and investors throughout the United States. Highlights Equity/Debt Structures and Creative Capital Stack Solutions How does the current macroeconomic environment impact CRE? Construction, development and repurposing in senior housing Acquisition strategies for senior housing, multifamily, and hospitality Critical needs and initiatives to help the affordable senior housing crisis Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Connect with Chris Finlay [email protected] https://lloydjonesllc.com/ https://lloydjonesllc.com/members/chris-finlay/ Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS

A short episode where Curtis talks about how to teach your kids about finances and for them to be able to save money efficiently by using Whole life insurance with properly structured dividend paying whole life, build capital, understand and manage credit and the three rules of investing. Tune in now! Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes The importance of saving regularly using properly structured, dividend-paying whole life insurance Advice on living within your means and constantly expanding them Understanding and managing debt The difference between good debt and bad debt Insights on how the wealthy use debt Investing wisely across four asset classes: Business, real estate, paper assets, and commodities Retirement is not your objective, it stresses on the importance of creating wealth Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Curtis interviewed Marty Greenbaum, a 30+ year franchise industry professional, Certified Franchise Executive (CFE), and founder of Smart Franchise Investing. Marty was fortunate to grow up in an entrepreneurial family, his grandfather owned one of the largest specialty printing companies in downtown Chicago and his father was a serial entrepreneur that was a pioneer in the shipping and packaging industry. The foundation of Marty's business experience comes from his personal involvement in opening 500 stores, serving as Director of Operations, and ultimately as Vice President of Marketing. From there, Marty launched and operated a prestigious franchise marketing agency that served over 120 franchise brands, helping them strengthen branding, connect better with customers, and improve unit revenue and system growth. Marty serves motivated investors seeking to reach their personal and financial goals through franchise ownership. He is a franchise educator and matchmaker that helps people make smart business decisions. Simply, he helps people find the "perfect fit" franchise. His "deep roots" in franchising and detailed knowledge of hundreds of brands have enabled him to become a "top" franchise consultant. Most importantly, he loves what he does. Tune in now! Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Connect with Marty Greenbaum Website: https://www.smartfranchiseinvesting.com/ LinkedIn: https://www.linkedin.com/in/greenbaum/ Email address: [email protected] Phone number: 702-580-0663 Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes What franchising is and its benefits over starting an independent business Statistics on the failure rate of independent businesses Who is a good candidate for a franchise? The work and commitment involved in owning a franchise A piece of advice on reaching out to multiple franchise owners to learn from their experiences Franchise disclosure documents and how crucial it is to read and understand them fully with professional help if needed Recession-resistant franchises Fear and hesitation in getting into franchising and the importance of being fully informed How franchising could help in being more intentional about securing a financially stable future Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Curtis interviewed one of his successful clients, Dr. Leslie Becton, who is the founder and Chief Executive Officer of Murrell Community Counseling Services (MCCS), as well as the esteemed Mindset Mastery Coaching. She discusses and offers a transformative approach to help busy professionals overcome anxiety and chronic stress without spending years in therapy. Through this specialized coaching program, Dr. Becton provides valuable guidance and practical strategies, empowering busy professionals to achieve a healthier mindset and enhanced overall well-being. Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Connect with Dr. Leslie Becton Get your GIVE AWAY from Dr. Leslie: https://docs.google.com/document/d/1MK5ZGqBrYzMkI5EUzZrSEqr3AlMKBNYudFFU3v7-vio/edit?usp=sharing 215-842-8721 [email protected] https://www.linkedin.com/in/leslie-becton-edd-lpc-aba-549a35177 Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes Balance between physical fitness, financial independence, spiritual fulfillment, and mental stability The Mindset Makeover Program by Dr. Leslie Beckton The 5 I framework of the Mindset Mastery Program How she quit her six-figure job and started a private practice Financial planning put into place with help of Curtis May, setting aside 15% of every paycheck The 'old school' approach to mental health and his endorsement of seeking help when needed Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS