The Practical Wealth Show

Curtis interviews Dylan Vanas, a digital marketing entrepreneur, founder, and CEO of AgencyBox, a white label platform that has helped more than 3,500 agencies run profitable businesses, and co-founder of Mindful Agency, an agency that works with some of the top personalities and brands in the world, helping them dominate their online presence. His businesses have generated remarkable revenues exceeding $20 million. Dylan has also gained considerable influence on social media, building a large community of hundreds of thousands of followers and assembling a resilient team of more than 75 members. He shares a lot of valuable knowledge that you can certainly use in your business to grow your social media presence and increase sales. Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 Dylan Vanas Website: https://dylanvanas.com/ Instagram: https://www.instagram.com/dylanvanas/ Youtube: https://www.youtube.com/@dylanvanas Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes The idea of business being an "unknown investment" "Social proof" and its evolution over the years A strategy for adding value and building relationships with people that you can later promote in your business Dylan's upcoming project that uses AI technology His personal journey and the challenges and successes he experienced in entrepreneurial endeavors The importance of maintaining successful ventures while also focusing on diversifying income streams The range of businesses his agency works with and his platform Agency Box 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 interviews Mark Jackson, fondly known as "MJ", who has become the go-to Valuation Specialist for people who want to achieve more in their real estate investing business. In 1999, MJ founded an appraisal company, and soon after found his true gift was analyzing property value for real estate investors. Once MJ began investing himself, the floodgates opened. Since 2000, he has been able to close real estate transactions totaling in the millions. Since 2006, real estate investors both domestically and internationally use InvestorComps to confidently profit every time they buy. MJ also shares a lot of valuable knowledge that you can certainly use in your real estate business. Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 Mark "MJ" Jackson http://markjackson.me/about-mj/ https://themarkjackson.com/ https://www.linkedin.com/in/arisetolive Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes The importance of understanding property appraisal for investment purposes InvestorComps creation and its continued success in the space of virtual investing Understanding the specific market area and its nuances to effectively invest The transition from evaluating property as an appraiser and moving to an investor for greater profits Community benefits from a collective approach to real estate investing How real estate investing fits into an overall wealth management strategy that includes financial planning, legacy planning, and risk management 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 interviews Melinda Emerson, known as "SmallBizLady," who is America's #1 Small Business Expert and a media spokesperson, influencer, and keynote speaker. She has been the CEO of Quintessence Group for over 24 years and has a marketing consulting firm that serves Fortune 500 brands targeting the small business market. Melinda also has an online school, SmallBizLadyUniversity.com, which teaches small business growth and online marketing skills. She has been a featured speaker in various media outlets, including The Wall Street Journal, The Washington Post, Forbes, Fortune, USA Today, MSNBC, CNBC, ABC News, Entrepreneur, Inc., Essence, and Black Enterprise. In 2021, HubSpot named her one of the top business coaches in America, and in 2019, Forbes magazine named her the #1 woman for entrepreneurs to follow on Twitter. Melinda is the creator and host of The Smallbizchat Podcast and has published over 5000 articles on her blog, SucceedAsYourOwnBoss.com. She is the bestselling author of Become Your Own Boss in 12 Months. They have discussed some important aspects of marketing and how to build an in-demand brand. Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 Melinda Emerson www.succeedasyourownboss.com www.smallbizladyuniversity.com www.linkedin.com/in/melindaemerson www.twitter.com/smallbizlady www.facebook.com/smallbizlady www.instagram.com/smallbizlady www.smallbizladyuniversity.com https://www.youtube.com/c/melindaemerson Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes How Melinda became the small biz lady Demonstrating practical skill over simply claiming expertise The importance of branding and demonstrating expertise as ways to draw ideal clients Solving a need for your client with your business and focusing on purpose rather than passion The importance of understanding profitability ratios, not just gross revenue Defining what you want to be known for in your personal or business branding strategy Targeting the right audience and finding strategic partners in business events Making the decision to invest in oneself and attend such events, pointing out the tax deductibility of such expenses Improving mindset and skill set by attending the event Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

This is a short episode where Curtis explains the methodology called Principled Based Planning that focuses on helping his client to BECOME and REMAIN financially free. Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 Save 15% or more of your total income Maximum protection Full replacement of assets upon death Build and maintain six months to one year of income storage Velocity of money Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, Curtis interviewed Garrett Gatton, a full-time real estate agent and growing investor in multi-family and commercial real estate. As the co-host of the RE: Invest podcast, he's passionate about educating other investors so they can pursue their goals and maximize their life through the power of real estate investing. Garrett has experience in joint ventures, and syndications as a general partner and operator. He and his team structure investments to partner with other investors primarily in Ohio and the Midwest. Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 Garret Gatton [email protected] 419-604-6625 Biggerpockets - https://www.biggerpockets.com/dashboard Left Field Investors - https://www.leftfieldinvestors.com/ RE:Invest Podcast: https://open.spotify.com/episode/6OSrU6QG6YtpskEzM59Nis?si=589d0e788f644e3d https://www.youtube.com/@reinvestpodcast https://www.linkedin.com/in/garrettgatton Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes Investing for cash flow Finding which asset class is best for you Establishing strong broker relationships The power of working with local banks Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, Curtis interviewed the host of the Moonlight Real Estate Side Hustles and Syndications Show, Eric Lindsey. He discusses how working professionals and busy people can also invest in Real Estate as a Side Hustle or a Full-Time business. This episode is for the people who have a minimal amount of time to build their Real Estate Businesses. In short, you are individuals looking to make extra income. Who's the Guest? Eric Lindsey has over 17 years of construction experience but has shifted his attention solely to workforce housing within the manufactured homes and apartments sector of real estate. Moonlight Equities has chosen to pursue improving the quality of life for those within our properties. Moonlight Equities has discovered that secure and clean communities produce good people that produce a better society. Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 Eric Lindsey 816-320-6560 https://moonlightcre.com/ [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes Eric's backstory of job instability, becoming a union carpenter, and entering the world of real estate investing Transitioning from being a union carpenter to an entrepreneur and real estate investor The importance of side hustles, learning, and taking action in your entrepreneurial journey Example of a millionaire at 28 years old who started with driving Uber and investing in short-term rentals Mobile home investing as an untapped niche in real estate Eric's success story of making a $23,000 profit from wholesaling a mobile home Real estate syndications as a safer investment vehicle compared to the stock market How to work with Eric Lindsey and learn more about real estate syndications through his website and podcast The benefits of real estate syndications, including tax benefits, monthly cash flow and equity gains on selling the property Discussion of note investing and making profits from high-interest loans for fix and flips Emphasizing the importance of passive income-generating activities and "mailbox money" 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

I interviewed Nina Granberry, one of my outstanding clients who is now a real estate investor with the help of the Becoming Your Own Banker strategy. Nina was able to navigate the real estate market and she has been organized with her finances after working with me. She is even saving up extra money now. Tune in while she tells her story and her best practices toward financial freedom. Who's the Guest? Nina Granberry started her career as a New York City Teaching Fellow (Math Immersion Program) in 2008 and has developed her art of teaching inner city students across the borough for the past twelve years. She has worked with students in public, private and charter schools as well as with gifted and talented students in Hong Kong through Johns Hopkins Center for Talented Youth summer program. Her passion is building strong relationships with students and helping them realize their potential as mathematicians, building their self-confidence through productive struggle, cultivating independence and critical thinking skills. Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 Nina Granberry https://www.edsurge.com/writers/nina-granberry https://www.linkedin.com/in/nina-granberry-880944a5 Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes Unlearning myths about debt and discovering opportunities in real estate investing Going through the process of organizing finances for the first time Realizing net worth and feeling empowered after organizing finances Documenting the journey as a landlord and real estate investor Developing new habits and working on the discipline required for long-term financial goals The importance of saving money to buy more assets, create velocity, and generate cash flow Ongoing process of growing and learning in financial planning for long-term goals Nina's vision for three years from now: Implementing the debt elimination strategy and having more policies Taking control of your finances with the help of financial coaches like Curtis Developing self-discipline and forming new habits for long-term success in financial freedom Getting out of your own head and seeking growth through surrounding yourself with winners and successful individuals The importance of experiences and mindset work for personal growth The need for taking breaks and getting out of one's environment Review, Subscribe and Share 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

I have interviewed Neil Twa, the founder and CEO of Voltage Digital Marketing. Neil partnered with a local community on a project he believed would be a game-changer. He found out that he was being defrauded and had to quit the project, losing his entire investment. We discuss private label and e-commerce businesses and how you can learn insider strategies on how to build a hyper-profitable Amazon business, achieve incredible growth, and set yourself up for a successful exit in just 36 months, even without any prior eCommerce experience. Don't miss out on this game-changing opportunity! Who's the Guest? Neil is the co-founder and CEO of Voltage Digital Marketing. He has been launching, operating, and growing private label ecommerce businesses for the last 9+ years. As of today, he and his clients have sold over $100 million+ in physical products primarily through the Amazon FBA sales channel. Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 Neil Twa To reach out to Niel text CURTIS at 417-413-4209 Visit his website: https://voltagedm.com/ https://www.instagram.com/neiltwa/ https://twitter.com/voltagefba https://www.linkedin.com/in/neiltwa Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes Importance of e-commerce due to a shift from in-person retail to online digital commerce and mobile purchasing The Amazon FBA ecosystem and why focusing on private label products creates intrinsic value Importance of investing time, energy, attention, and money (TEAM) in building a successful Amazon FBA business The growth in e-commerce opportunity and leveraging a 36-month business building strategy to create intrinsic value Priorities in business: Fun, people, and profit Challenging financial situations in the past, with a family to support and bills to pay How e-commerce saved Neil's family and changed his life, allowing him to spend quality time with his children Importance of having accurate and realistic information about the capital needed to start and grow a business Why you should have multiple revenue streams and targeting products that have a higher profit margin The potential opportunity in targeting Prime members due to their high spending on Amazon Review, Subscribe and Share 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 interviews Seth Bradley, who shares his personal journey and emphasizes self-education in creating passive income and financial freedom. Seth underlines the value of real estate as a hard asset and advises beginners to gain practical experience through various learning resources. He suggests reducing expenses and exploring alternative financing options for those with limited funds. Stressing the importance of due diligence in selecting investments, Seth highlights the role of sponsors in syndications. Finally, he encourages listeners to take charge of their financial future by investing in self-education and diversifying investments for optimal growth. Who's the Guest? Seth Bradley is a real estate entrepreneur and an expert at creating passive income while working as a highly paid-professional. He's closed billions of dollars in real estate transactions as a real estate attorney, investor, and broker. Seth is the managing partner of Law Capital Partners, a private equity firm focused on multifamily and opportunistic real estate acquisitions. He's a former big law attorney and is now the managing partner of his own firm, Bradley Law Limited, helping his clients with their real estate and asset protection needs. He's also the host of the Passive Income Attorney Podcast, educating attorneys and other professionals on how to stop trading their time for money so that they can practice when they want to, not because they have to Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 Seth Bradley https://passiveincomeattorney.com/ https://passiveincomeattorney.com/seth-bradley/ [email protected] https://www.instagram.com/passiveincomeattorney/ https://www.linkedin.com/in/sethpaulbradley Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes Seth shares his background and journey from growing up in a blue-collar family, studying medicine, dropping out, and eventually becoming a lawyer His transition from working in a law firm to investing in real estate and building a portfolio worth over $120 million within a decade How he partners with people by doing legal work, raising capital, and conducting due diligence and underwriting for his own deals Exploring the mindset shift needed for beginners to invest in larger real estate properties The advantages of investing in hard assets like real estate compared to stocks Advice for those without much capital to invest in creating passive income The importance of self-education and investing in your financial education Seth's experience with his MBA and law degree and its relevance to his current work The importance of learning through practice and actual experience Properly vetting the sponsor, the market, and the deal when investing in syndications Taking control of your financial future and investing in your personal education Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, Curtis May interviews M. Shannon Hernandez, founder of Joyful Business Revolution™. Shannon highlights the importance of organic and email marketing for business growth, noting that businesses often make the mistake of focusing too much on social media marketing instead of growing their email list. She emphasizes that email marketing should be a priority for businesses and suggests creating themed marketing campaigns to solve customer problems. To drive growth and engagement, she recommends tracking success through booked appointments and new clients. In this episode, you'll discover: "The Power of Organic Marketing: Increase business cash flow without spending money on advertising" How to create values-driven, organic marketing oozing with integrity How to grow your business with a simple, sustainable, and joyful marketing plan Check out her newest book, Practical Joy, continues to inspire and teach people that joy is an inside job. When she is not teaching, she's spreading joy and funding projects that impact the world and its people. Who's the Guest? M. Shannon Hernandez is an expert in how to create values-driven. She is specifically known around the globe for The Content Personality® Wheel and is the Founder of Joyful Business Revolution™, a business growth strategy, and consultancy company that works with coaches, consultants, and service-based owners. She has been called "The Queen of Organic Marketing," growing nearly a $1 million dollar/year brand with zero ad spend and high profitability. Shannon has been featured on CBS, ABC, FOX, and NBC. She has over 25 years in award-winning curriculum design, working with both the NFL & U.S. Military, and she is a master trainer and teacher. Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 M. Shannon Hernandez https://joyfulbusinessrevolution.com/ https://www.linkedin.com/in/mshannonhernandez https://www.amazon.com/Practical-Joy-Simple-Cultivate-Everyday/dp/B0BRBVTJ1N Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes The four asset classes: Business, real estate, paper, and commodities, with a focus on business as the fastest path to cash The importance of building and growing an email list every single week as a foundation for marketing efforts How engaging on social media is not necessarily marketing, but rather a channel for promotion. Introducing the Joy Fueled™ Marketing Framework: Built around organic marketing efforts that don't require ads or ad spend Importance of being seen in action and identified by your target audience Marketing should be trackable: With clear goals and metrics to determine success Shannon's marketing quiz: To determine your content marketing personality and which platforms will work best for you How Shannon's expertise in marketing can help businesses grow their revenue and ultimately save more money Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, Curtis May and financial expert Craig Wear, discuss the importance of Roth conversions for IRA millionaires. These conversions help avoid significant taxes for both individuals and their heirs. The focus should be on the distribution phase, ensuring net worth maintenance and tax minimization. Craig highlights the significance of finding the right tax bracket and timing for maximum tax avoidance. Individuals should start considering Roth conversions around 55 years old and consult knowledgeable financial planners to avoid mistakes and maximize their financial potential. You'll discover: How to save $2.1 Million of taxes over your lifetime How to eliminate the income taxes passed on to your next generation How to save $100K in Medicare premiums The 5 biggest mistakes IRA millionaires make and how to avoid them The 7 questions to determine if you're leaving a fortune at the doorstep of the IRS Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 Craig Wear [email protected] https://craigwear.com/ https://www.facebook.com/craigwearcfp/ Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes The "IRA Millionaire" concept and the importance of converting IRAs into Roth IRAs to minimize taxes and maximize net worth How to find the optimal strategy for Roth conversions and avoiding too much tax paid upfront The biggest mistakes IRA millionaires make such as not converting Roth IRAs at the right tax bracket and not understanding the impact of IRMA on Medicare premiums The accumulation theory of retirement planning and how distribution planning is essential for long-term financial success Balance in Roth conversion strategy Importance of paying attention to retirement finances and not just waiting to be in a lower tax bracket Recommended age to start considering appropriate retirement and financial planning strategies Case study of a successful financial planning client with tax-free accounts and non-stock market investments Potential downfall of not considering tax implications in financial planning Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, Axel Meierhoefer and I discuss Breaking the Time Barrier and Achieving Time Freedom through Mentoring. The audience will learn about the importance of accountability, motivation, and feedback in the mentoring process, which can help them stay on track and continue to make progress even when faced with challenges. By implementing the strategies and advice shared, the audience will have a better chance of reaching their project goals and achieving the time freedom point they desire. Learn more knowledge about how to close deals, and practical and actionable tips for leveraging the power of mentoring to accelerate project success, which can ultimately lead to greater personal and professional fulfillment. In this episode, you'll discover: "From Start to Freedom: How Mentoring Accelerates Project Success Individuals who are just starting in residential real estate investing and want to learn how to do it successfully People who have started investing but are not sure how to properly get passive income from real estate investing People who are highly interested in generating passive income so they can reach the "Time Freedom Point" when they do not need to exchange time for money anymore and have the freedom to decide what they want to do each day, with their family, their passions and their time Individuals who know that they want to invest in real estate but don't have the right relationships with lenders, insurers, real estate providers, etc. We refer them to our resources to expedite their path to success. Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 Axel Meierhoefer [email protected] https://idealwealthgrower.com/ https://www.linkedin.com/in/ameierhoefer Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes The concept of time freedom: Having enough passive income to cover expenses without exchanging time for money. Following the GROWER model to determine goals, current reality, obstacles and opportunities, and actions to be taken in order to achieve time freedom Employing regular mentorship sessions to assess and recalibrate actions in pursuit of time freedom Using visualization techniques to increase motivation for achieving long-term goals Identifying the first property investment ideally closing within the first six months of working together The flaws in traditional retirement plans like 401(k)s and IRAs How investing in European single-family homes, duplexes, triplexes, and fourplexes can yield significant returns over time How investing in real estate allows people to receive passive income and maintain their assets during retirement without having to sell them off The importance of having the right mindset, shifting from a victim mentality to a creator mentality in order to take control of one's financial future How you can follow Axel Meierhoefer's work and access the mindset menu Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this podcast episode, real estate expert Al Curiel highlights the advantages of note investing, which involves buying and selling property-secured mortgages. The current market offers ample opportunities for such investments, particularly when acquiring discounted assets during downturns. Note investing emphasizes collaboration with homeowners to develop win-win financial solutions. Al also uses infinite banking to fund more note investments, creating cash flow streams while retaining control over properties. Overall, these strategies offer unique investment options for those interested in real estate. In this episode, you'll discover: "Real Estate as a Powerful Cashflow Generator" Market conditions creating opportunities for expanding real estate Holdings through note investing Investing in real estate without dealing with trash, tenants, and broken toilets Making money in real estate with a pen rather than swinging a hammer Investing in non-performing note Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 Al Curiel https://www.linkedin.com/in/al-curiel/ https://associatesinrealestateholdings.com [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes Al discusses how he bought a loan, worked with the borrower to make it more manageable for them, and they both benefited in the long run How Al helps borrowers in reducing their interest rates and making the monthly payments more manageable How through note investing, both he and the borrower were able to come out of the situation in a better place Market adjustments prediction and the potential for further opportunities in performing and non-performing notes in the coming months The differences between residential notes rather than commercial notes How Al uses the infinite banking concept with his whole life insurance policies to fund his note purchases Working with investors to share the risk and reward of note investments, offering partial notes and managing the process for the investor Al's three-day webinar to teach people how to invest in notes and integrate mindset through meditation. Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, Pedro Moore is a 2x founder and season deal strategist, startup and small business investor, and lover of all things business. He is the Co-Founder of FundingFuel, a small business financing and investing marketplace, host of Earned Interest Podcast, Business School for the Culture. He is also a venture capital advisor to various investors such as Daymond John of ABC's hit TV show, Shark Tank. He earned a B.S. in Business Administration from the University of Delaware, focusing on marketing and management: he is a family man, a loving husband, and a father. Learn more knowledge about how to close deals, and deal strategies so you can how to succeed in your business and close more deals, tune in now! Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 Pedro Moore https://endevr.co/ https://innovationcapital.com/es-es https://pedromoore.com/ https://www.linkedin.com/in/pedromoore https://www.instagram.com/pedro_moore/ Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes Pedro Moore's background as an entrepreneur, founder, and venture capital advisor Venture capital and private equity and differences between the two The importance of trust but verify when analyzing business deals and investing at an early stage The advantage of bootstrapping and growing a business through sales before acquiring funding Investing in marketing and optimizing existing assets in a business Understanding customer pain points and building from there. The influence of credit gurus in entrepreneurship Focus on the customer, good marketing, and optimizing assets How Pedro plays both sides of venture capital and advising entrepreneurs Advice on building a buyable business and what investors want to see Strong competitive advantage and building a well-oiled engine for businesses Comparing business and real estate investment strategies The idea of investing in a business to create cash flow, similar to real estate investing The importance of having enough money to operate for a few years in new businesses Creating an efficient marketplace for small businesses Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, Alex Sonkin and I discuss the Due Diligence Project. The due diligence project is essential for minimizing potential risks and making informed decisions when considering mergers and acquisitions, investments or partnerships. By conducting thorough due diligence, investors can identify any potential red flags, legal liabilities or operational weaknesses that could affect the success of the transaction or investment. For you to know how to succeed in online business, tune in now! Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 Alex Sonkin https://duediligenceproject.com/ https://www.linkedin.com/in/alexsonkin Due Diligence Project Book: https://duediligenceproj.kartra.com/page/book Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes Alex talks about his experience in the financial world and how his organization has created the largest independent peer review community of tax-focused CPAs and tax attorneys How most CPA firms and law firms are not effective at tax planning due to various reasons such as lack of time, knowledge, and access to strategic resources The importance of considering lost opportunity costs when paying unnecessary taxes Benefits of having an elite tax adviser who is familiar with finance, as well as having a team of knowledgeable financial professionals who can advise on various aspects of finance The importance of raising taxes to pay off the current massive U.S. debt, and the advantages of using life insurance policies as an investment option Eliminating income tax for business owners and utilizing non-traditional strategies to create future growth in a tax-free environment Putting resources into non-correlated asset classes (such as life insurance policies) to protect against potential risks from real estate, private equity investments, and business ventures Playing defense in the current unstable economic climate, focusing on tax strategies and finding secure ways to generate ROI Collaborating and connecting with CPAs to provide solutions to clients' questions and concerns, as they are the ones signing tax returns and are trusted by clients Acknowledging the significance of humbly admitting when one does not have the answer but having the resources and connections to find the answers for clients The importance of having a community and network to find answers for clients and providing support in various domains of expertise Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. 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

"How to be an Active Passive Investor with Neal Bawa" features an interview with real estate investor and educator Neal Bawa. The discussion focuses on strategies for being an active passive investor in real estate, including tips for selecting markets and asset classes, identifying potential investments, and managing risk. Neal emphasizes the importance of data-driven decision-making and the need for investors to take an active role in managing their investments, even when working with passive investment opportunities. Throughout the interview, Neal shares his insights and experience in the real estate industry, providing valuable information for both novice and experienced investors looking to build a successful portfolio. Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [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 Neal Bawa Website: https://go.multifamilyu.com/resources Email: [email protected] https://multifamilyu.com/ https://www.facebook.com/NealBawaMFU https://www.linkedin.com/in/neal-bawa/ https://www.youtube.com/@MultifamilyU Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes The fundamental shift in world governments recognizing that the low inflation phase has ended The challenges faced by commercial real estate loans The meltdown in the office space market due to changes brought about by COVID Future of multifamily investments and the impact of office space trends on the market Looking at the whole picture and thinking macroeconomically to make informed decisions Resources for macroeconomic knowledge, including Globest.com and industry webinars and newsletters The importance of education and understanding the market and the syndicator when investing in syndications Being an "active passive investor" and the importance of diligence and knowledge when making investments The good news regarding decreasing inflation rates and the strategy to time property investments for maximum profits Why you should get properties into contract but not to close on them as a strategy to take advantage of lower interest rates in the future Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode of the Practical Wealth Show, Curtis May discusses the importance of having maximum protection and playing defense in one's financial planning. He shares his recent health scare story to stress the importance of being prepared for unexpected events. Curtis highlights the importance of having disability insurance and estate planning in place. Disability insurance can restore cash flow in the event of a disability, reduce financial stress, ensure income continues coming in to maintain one's lifestyle, and potentially fund savings. Curtis advises listeners to consider the total amount they can get, the start date, the length of time the policy lasts, and the definition of disability in their insurance policies. Estate planning is another critical aspect of financial planning, helping to avoid substantial losses upon death. Curtis discusses the examples of famous estates that suffered significant losses due to poor planning. He emphasizes the importance of having the appropriate estate planning documents and beneficiary designations in place to ensure loved ones receive what is desired. Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [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 Interest in becoming your own bank Playing defense and principle-based planning Curtis' personal health scare with a stroke Importance of disability insurance Estate planning considerations and wealth transfers at death Types of assets to leave behind Role of life insurance in estate planning Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

This Episode is special. I'm with Jessica Fialkovich, a Business Exit Expert, a bestselling author, speaker, and small business advocate. She sold her first business a decade ago and successfully exited it before buying her next business - a business brokerage office. She has since built the fastest-growing and most successful business brokerage firm in the US. Jessica realized that most business owners who decide to sell their businesses are not prepared for the process, and few experts teach how to sell a business. She founded Exit Factor, an education firm that provides tools to buyers and sellers for successfully and profitably completing transactions. She is an entrepreneur who has built and sold four startups with her husband and business partner, Al. Jessica enjoys exploring the mountains with her family and attending as many Springsteen shows as possible. Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Coffee connects with Curtis: https://aptwithcurtis.as.me/coffeeconnect Connect with Jessica Fialkovich Website: [email protected] Phone number: (720) 443-4450 LinkedIn: https://www.linkedin.com/in/jessicafialkovich Instagram: https://www.instagram.com/jessicafialkovich/ Skype: JFialkovich Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes Jessica is the founder of Exit Factor, a consulting company that helps people prepare to sell or buy a business The firm's vision is on helping small businesses, which they believe are crucial to the country's success Exit Factor helps business owners adjust their expectations and get their business ready for sale Narrowing your focus on growth through acquisition strategy can generate less overwhelm and help you find the perfect acquisition for your unique ability Cultural compatibility between businesses is crucial during the transition phase of acquisition Exit Factor helps sellers establish the current value of their business and create a roadmap to hit their goal sale price before preparation for sale The demographic shift from baby boomers to millennials has contributed to an increase in entrepreneurial activity and a rise in businesses for sale Preparing your business for sale should be a priority from day one of ownership Exit Factor provides educational resources and programs for sellers and buyers to better understand each other's perspectives and maximize the value of a sale Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. 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 emphasizes the importance of understanding the concept of infinite banking and advises listeners to think long-range and not to be afraid to capitalize. He also recommends Practical Wealth Solutions, which can help people set up privatized banking systems using properly structured dividend-paying whole life policies. Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Coffee connects with Curtis: https://aptwithcurtis.as.me/coffeeconnect Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes Properly structured dividend-paying whole life insurance is a great place to store cash and run all your business through your own bank. Wealth has to reside somewhere, so think about where you want to store it. Your need for finance during your lifetime exceeds your need for life insurance protection, so solve for your need for financing through life insurance cash values. Infinite banking is a storage system, not a get-rich-quick plan. Infinite banking requires long-term planning and thinking long-range Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, Ryan Tansom and I discuss Creating a strategic Growth plan for your business. So if you want to know what are the 3 financial targets an owner should identify, monitor and measure? How do you create a strategic plan to increase the value of your business, what are all the different ways to exit a business and what are the major differences so you can know the 5 intentional growth principles to give owners clarity to increase the value of their business by beginning with the end in mind? Tune in now! In this episode, you'll discover: "THE 5 INTENTIONAL GROWTH™ PRINCIPLES CLARIFY YOUR PATH TO A MORE VALUABLE BUSINESS" What are the 3 financial targets an owner should identify, monitor and measure? What are all the different ways to exit a business and what are the major differences? How do you create a strategic plan to increase the value of a business? Thanks for Tuning In! Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below! If you enjoyed this episode on the 5 Intentional Growth™ Principles to Clarify Your Path to a More Valuable Business, please share it with your friends by using the social media buttons you see at the bottom of the post. Don't forget to subscribe to the show on iTunes to get automatic episode updates for "The Practical Wealth Show!" Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Coffee connects with Curtis: https://aptwithcurtis.as.me/coffeeconnect Connect with Ryan Tansom https://arkona.io/ https://arkona.io/podcasts https://www.linkedin.com/in/ryan-tansom-4a440710 Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes Getting to know the guest The benefits of privatized banking with Practical Wealth Solutions Investing in your business and building a virtual culture Understanding the Intentional growth framework Funding a target equity valuation for business growth Investment strategies for executive recruiting firms Benefits of passive income and investing strategies Business growth and money management The challenges of making financial decisions as a business owner Financial targets for business owners, business growth, and exit strategies The three rules of investing Accurate thinking and principles driving strategy Intentional growth principles and exit options Decision making and risk taking Overcoming challenges and finding opportunity in the financial world Risk perception and taking market share Reflections on five years of payroll and podcasting Building a lasting podcast Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, I'm with Fred Moskowitz, an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. He teaches the concept that individual investors are able to step into the shoes of the lender, through note investing, and effectively "Be The Bank". Fred takes pride in collaborating with investors to help them grow and profit in the note space, as well as being a trusted and valued resource in the arena of alternative investments. His new book, titled "The Little Green Book Of Note Investing, has recently launched. Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below! If you enjoyed this episode on the function of time in your financial planning, please share it with your friends by using the social media buttons you see at the bottom of the post. Don't forget to subscribe to the show on iTunes to get automatic episode updates for ours, The Practical Wealth Show! And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get. Please leave a review right now: https://www.podpage.com/the-practical-wealth-show/ Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Coffee connects with Curtis: https://aptwithcurtis.as.me/coffeeconnect Connect with Fred Moskowitz You may connect with Fred at https://www.fredmoskowitz.com/ Texting the keyword MONEY to 215-461-4433 Download Fred's special report on note investing at https://www.giftfromfred.com/ "The Little Green Book Of Note Investing": Pick up a copy on Amazon here: https://amzn.to/3I0pR49 https://www.linkedin.com/in/fred-moskowitz-3a92a9 Special Listener Gift: Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes The power of notes and why it should be a part of a diversified portfolio Who is Fred Moskowitz? How Fred started to turn to alternative investing and building different cashflows Defining note investing The benefits of investing in real estate notes and mortgages Diversifying investment strategies for financial freedom How you can start investing in notes Different strategies for investing in notes using retirement accounts and life insurance policies Optimizing assets and retirement planning Managing your personal economy and cash flow How you can invest for maximum returns Investing in yourself and building wealth Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, Brent Turner and I discuss basically three areas in which we help them find money that they're losing unknowingly and then necessarily. The ThirdBox Process™ creates a competition-free zone in the client's mind that only you live in. Learn to uncover the millions of dollars people are losing over their lifetime and implement strategies to stop these losses. In this episode, you'll discover: What is ThirdBox? Why are they have a whole other level of service Planning Strategies for your businesses Thanks for tuning In! Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below! If you enjoyed this episode on the function of time in your financial planning, please share it with your friends by using the social media buttons you see at the bottom of the post. Don't forget to subscribe to the show on iTunes to get automatic episode updates for ours, The Practical Wealth Show! And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get. Please leave a review right now: https://www.podpage.com/the-practical-wealth-show/ Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Coffee connects with Curtis: https://aptwithcurtis.as.me/coffeeconnect Connect with Brent Turner https://brentturner.net/the-what-if-scenario/ https://thirdboxadvisors.com/ https://www.linkedin.com/in/brent-turner-75519486 Special Listener Gift: Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes The freedom of entrepreneurship Different ways to learn how to find the money you're losing The different benefits of third box advisors for business owners Cash flow management for business owners Identifying financial collateral damage for business owners What is the lost opportunity cost? Common issues faced by business owners Strategies for maximizing efficiency in a business The consequences of misinformation in business decisions Analyzing tax implications of retirement savings Impact of retirement distributions on taxation and medicare costs Financial MRI and tax deferral strategies Changes to Required Minimum Distributions for retirement accounts Value of financial planning for retirement Transferring business ownership and working remotely Leaving a legacy of wealth and wisdom Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

This episode is a short discussion about wealth capture. Your number one asset is you. And so, what do you invest in your mindset, your skill set, and your network who you know, and most importantly, who knows you? And so, our goal, as we call it in our system, is a cashflownaire and get to the glorious position of FU, which is passive income greater than expenses. So, you have to know, if you want to become financially-free, you should feel that financial freedom is a capability. Curtis wants you to save 15 to 20% of your income. "If you have not acquired more than a bare existence in the years since we were youths, it is because you either have failed to learn the laws that govern the building of wealth, or else you do not observe them." Thanks for tuning In! Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below! If you enjoyed this episode on the function of time in your financial planning, please share it with your friends by using the social media buttons you see at the bottom of the post. Don't forget to subscribe to the show on iTunes to get automatic episode updates for ours, The Practical Wealth Show! And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get. Please leave a review right now: https://www.podpage.com/the-practical-wealth-show/ Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Coffee connects with Curtis: https://aptwithcurtis.as.me/coffeeconnect Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes The benefits of investing in yourself Four rules to keep in mind when it comes to keeping your money Steps to start capturing wealth The difference between budgeting and forecasting your money Defining what is a wealth capture or a wealth coordination account How you can make your money work for you What the holistic planning process is all about Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

This episode is a short discussion about the function of time in your financial planning. The following things were discussed: Exploring how powerful the time What are the issues and roles of compounding, accumulation in time and financial future, and your financial future? How much time do you have and creating a Cash Flow Thanks for tuning In! Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below! If you enjoyed this episode on the function of time in your financial planning, please share it with your friends by using the social media buttons you see at the bottom of the post. Don't forget to subscribe to the show on iTunes to get automatic episode updates for ours, The Practical Wealth Show! And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get. Please leave a review right now: https://www.podpage.com/the-practical-wealth-show/ Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Coffee Connects with Curtis Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation Show Notes What is the function of time in financial planning? The Accumulation Theory: Is it true or is it flawed? Accumulation as a function of time Reaching financial success during retirement The roles of compounding and accumulation in time and your financial future Creating a cash flow Review, Subscribe, and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, George Liu and I discuss generating multiple six figures a year by working an hour a day. So if you want to know how to run a profitable business, how to triple your revenue in 3 weeks, and how to make and have more time so you can generate multiple six figures a year working an hour a day, tune in now! In this episode, you'll discover: How Gym Owners Are Adding $30k In 90 Days, Risk-Free, Without Wasting Money On Ads Or Chasing Leads Down. Rebound from bankruptcy to generating $15K a week Generate multiple six figures a year working an hour a day Easily add $10K a month in additional revenue Land 41 new yearly contracts at $200 a month Triple their revenue in 3 weeks Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Coffee Connects with Curtis Connect with George Liu https://www.gympillarsllc.org/90dayht_booking https://www.linkedin.com/in/georgel1022 Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation Show Notes Introducing George Liu, the Profit Specialist for gym owners His immigrant experience and how it helped his career Transforming life through fitness and education Investing in mindset and skillset for success The story behind his journey in business and marketing The power of advertising How he helped struggling gym owners during the pandemic The challenges of serving as a marketer in the fitness industry Building a strong foundation and taking risks for success The myths behind being a gym owner Leveraging systems to achieve success in the gym and fitness industry The challenges of achieving success Business strategies for trainers stuck in a rut The mental trap of learned helplessness Fighting limitations and positioning yourself in the marketplace How he understands people in the business Marketing strategies in crafting an effective direct response The difference between businesses that fail and thrive Transitioning from a self-centered to a service-oriented business mindset Helping gym owners reach their goals How you can leverage your business for growth Navigating equity and financial planning for entrepreneurs Review, Subscribe, and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, Stephen Sacks, Founder of Funding Nav, and I discuss dominating your industry by acquiring your competitors without spending your own money. So if you want to raise some needed funds without giving away equity, dominate your industry by acquiring your competitors without spending your own money, and implement the eight value drivers so you create an asset you can sell at a premium so you can know how to dominate your industry, tune in now! In this episode, you'll discover: Taking advantage of the free £200 billion in loans available to small businesses Dominating your industry by acquiring your competitors without spending your own money Implementing the eigh value drivers so you create an asset you can sell at a premium Increasing the value of your business by making everything replaceable Learn more about how you can improve your results with creating a scalable system with Funding Nav. Who's The Guest? Stephen Sacks is the founder of Funding Nav. He worked for 30 years in the fashion industry and created a brand that was being sold in over 30 countries generating £30 million a year in revenue before being acquired. Stephen is passionate about helping businesses to grow and become more successful by sourcing the right funding for them. With over 30 years' business and commerce experience, he can help you unlock the cash available to your business and assist your company to grow at an accelerated rate. Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Coffee Connects with Curtis Connect with Stephen Sacks https://fundingnav.com/ https://uk.linkedin.com/in/stephensacks Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation Show Notes How Stephen Sacks is helping other people The transition from running a bigger company to starting his very own business Five different ways how they help businesses How you can acquire a competitor without spending your own money Successful acquisition of a logistic trucking business in the UK Exploiting unleveraged assets to create your multi-millionaire status Value drivers for business growth Strategies for business success in a recession Opportunities for secured debt funding for small businesses Increasing the value of a business by making everything replaceable Retirement and loving what you do Benefits of working in retirement Investing in yourself for financial success Review, Subscribe, and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, I'm with my good friend Robyn Smith Haynes. Robyn is a single mom of two beautiful girls who decided about five years ago to walk away from her marriage. She knew how to do taxes. She had been doing it for her friends. A few years ago, she got certified, and then came the pandemic. So with that, it was like word of mouth got around and everybody's like, well, if you can't go to the place where you normally get your taxes done, Robin can do your taxes for you. She has two Bachelor of Science degrees in Information Technology. She is a network analyst for a county government in the IT department, and her small business is growing! It has shown me and a lot of my clients, who mostly are small business owners or they have some type of side hustle or gig work that they do, that it is possible to do your taxes properly and pay as less as possible because her philosophy is let's zero out your tax debt and maximize your refund. And as per her, everybody doesn't get a refund. Everybody's situation's different. But to the best of our ability, you gotta make sure that you get what's due. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Who's The Guest? Robyn Smith Haynes is a single mom of two beautiful girls. She has two Bachelor of Science degrees in Information Technology and is working as a network analyst for a county government while helping other people with their taxes. Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Coffee Connects with Curtis Connect with Robyn Smith Haynes [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation Show Notes Who is Robyn Smith Haynes? Tax preparation for W2 workers and business owners Understanding taxation and filing W4S correctly What are penalties, interests, and IRS regulations Understanding gig worker tax returns What are the tax benefits of home-based businesses? Business accounting practices that you should know about Business expense justification and separate account creation Documenting an annual meeting for a business trip How tax preparation works Tax deductions and documenting business expenses Managing cash flow and documenting for tax purposes Business entity formation for sole proprietors Benefits of listening to the "How to Become the Bank" Podcast Tax extension and increasing your income The necessity of taking careful financial steps to avoid bankruptcy Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, I'm with my good friend Terri Brown. She is a real estate investor, developer, general contractor, coach, and professional speaker. She is a serial entrepreneur with all of her companies operating with a service impact model. We talked about financial independence, wealth exposure, and access to individuals and communities that are otherwise disenfranchised and distressed. Terri's goals are to provide encouragement, education, and empowerment with every individual and community engagement opportunity. She embodies the essence of resourcefulness and resilience. She is an expert in the following: Construction Management Buy and Hold Wholesaling Creative Financing Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Who's The Guest? Terri Brown is a real estate investor, general contractor, and coach, and professional speaker. She is a serial entrepreneur with all of her companies operating with a service impact model. Terri has over 15+ years of investing, rehabbing, buying holds, fixing, and flipping projects. Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Coffee Connects with Curtis Connect with Terri Brown https://btltmr.com/ https://built-to-last-solutions.mailchimpsites.com/ Upcoming Events January 18th at 7 pm: Deep Pockets Over Debt - Free Webinar: Registration link January 21st Real Estate Made Easy Masterclass - Discount Code for my viewers: RME200 at checkout February 18th WIRE/BTS Event - Convo on Construction and Contracting: Registration link Seeking a Real Estate Community To Thrive In: www.betterthansuccess.com (use "terrib" at checkout for a deep discount on membership) Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation Show Notes Get to know the guest: Who is Terri Brown? Common real estate investing mistakes people are making Important real estate vocabulary that you should know Real estate investing tips and strategies to make your money work for you Benefits of hiring a coach or mentor Difference between mentors and coaches in real estate investing The potential of financial freedom Reflection on abundant life Transforming your attitude and actions to achieve financial success Benefits of mental and emotional intelligence in wealth generation and daily interactions Having a defined aim Impact of having a poverty mindset on your financial habits How you can uplevel your real estate investments through different strategies Starting with having a plan and taking action Exploring real estate investment opportunities with built-to-last solutions Increasing the ability to earn and solving problems for profit Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, Patrick Yip and I discuss why investors should consider owning precious metals. If you want to know why gold is relevant, if crypto is the new gold and if gold is a good investment so you can know how to position your portfolios during an inflationary environment, tune in now! In this episode, you'll discover: "Why should investors consider owning precious metals" How should investors position their portfolios during an inflationary environment? Why should investors consider owning precious metals? What are the various ways to own precious metals and their pros and cons? What trends are you seeing in the precious metals industry? Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Who's The Guest? Patrick Yip is an expert in where gold fit into your portfolio. He serves as the Director of Business Development at APMEX and OneGold. APMEX is one of the largest retailers of physical gold, silver, platinum, and palladium, and has sold over $15 billion in products over its 20+ year history. OneGold is a fast growing online precious metals platform that has processed over $750 million in transactions during its first three years in business. Mr. Yip joined APMEX in 2011 and has held roles in Merchandising, Sales, Project Management and Business Development. He played a key role in the company's 250%+ growth on marketplaces such as eBay, Amazon, and Walmart. Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Coffee Connects with Curtis Connect with Patrick Yip https://www.onegold.com/ https://www.linkedin.com/company/apmex-inc/ Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation Show Notes Getting to know who Patrick Yip is Why precious metals should be a part of your portfolio Expectations with inflation in the US in the coming years What are the pros and cons of investing in gold? Gold as an investment in inflationary times Pros and cons of owning physical gold Buying and owning gold made easy: How Apmex works What to expect with investing in gold for the years to come What is the precious metals reward card? How to find out more about precious metals and Patrick Yip Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, Natalie Kolodij and I discuss Multiple ways to generate Tax-Free Income with real estate. So if you want to Avoid the most common Real Estate Tax Mistakes, Understand your tax return and what questions to ask your Tax Advisor, and how to save on taxes by employing your children so you can learn Multiple ways to generate Tax-Free Income with real estate, tune in now! In this episode, you'll discover: "Avoiding the most common Real Estate Tax Mistakes" Numerous Tax benefits of real estate Understanding your tax return and what questions to ask your Tax Advisor Creating Generational Wealth through Employing your children Stop your planning for Tik and IG and learn to dig deeper Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Who's The Guest? Natalie Kolodij is an IRS Enrolled Agent and Real Estate Tax Strategist™. She's worked exclusively with real estate investors since 2017 and cultivates tax strategies for those who are building wealth through real estate. She started her investing journey by flipping mobile homes to resell on owner financing and now focuses on buy and hold. Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Coffee Connects with Curtis Connect with Natalie Kolodij https://www.kolotax.com/ https://www.youtube.com/channel/UCofp5qyVGbdVcCR3yV0l15A https://www.instagram.com/re_tax_strategist/ https://www.facebook.com/Kolotax/ https://www.linkedin.com/in/nkolodij Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation Show Notes Who is Natalie Kolodij? How she got started in the field Benefits of real estate investing Why should you hire a tax professional for your business? Pros and cons of investing in a 401k Different types of real estate investments and their tax implications Tax benefits for rental properties Things to look out for when hiring a tax professional Types of costs that you may encounter when renting out a property Cost segregation for real estate renovations Different types of real estate tax benefits Employing your children Benefits of paying your kids to work for your business Paying for a salary versus giving an allowance Setting up payroll and filing taxes for kids at work Income shifting for real estate investors Withholding the right amount of taxes Understanding your taxes Why should you file your taxes early? How to reach out to Natalie Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, I'm with George Waters. Together, George and I discussed how to start from zero to 6 figures with Turo and similar hosting platforms. So if you want to know how to get started, what types of cars work best, and how to scale using other people's money so you can replace your job income, tune in now! In this episode, you'll discover: "Building a car sharing" How to get started How to buy the cars What is the start-up cost Do you need an LLC How many hours does it take per week George Waters AKA @thewealthyg is a former wall street financial advisor who built multiple income streams while in Corporate America including investing in real estate renting out vehicles on apps like Turo. Just this year, at age 28, George left Corporate America behind after scaling his businesses to a point where they outperformed his job. Now, he continues to grow his businesses while teaching hundreds of others around the country strategies on leveraging business credit to launch their own car rental businesses and purchase their first or next rental property via a strategy called house hacking without having thousands in start-up capital. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Coffee Connects with Curtis Connect with George Waters https://www.instagram.com/thewealthyg/ https://www.thewealthyg.com/ Learn more about how you can improve your results by building a car rental business here: Building A Car Rental Business Discount code RTP Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation Show Notes Who is George Waters? Getting started with the car rental system How he started going full-time Scaling his car rental business How to get into the car rental business Making money with rental cars Automating your business for more time and money The advantages of automating your business Two ways to getting approved for a loan LLC versus a non-LLC: The benefits of creating an LLC for your business Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this recent episode, I sat down with Jacob Vanderslice. I discussed his journey in the real estate state world and how they expand the self-storage business that is downside-protected, recession-resistant, and durable recurring revenue streams. He also mentioned the three ways to invest in the self-storage asset class. The diverse background of VanWest's principle allows the company to look at investments outside the traditional, single-focus strategy of many companies. Uncovering value when it is not obvious allows Jacob and his team to maximize investment performance to their stakeholders. Jacob is passionate about educating investors about self-storage, urban infill repositioning, redevelopment of distressed commercial assets, and other non-traditional investment opportunities. He focuses on investments driven by data and reveals and maximizes opportunities to make a positive and lasting impact in the lives of his clients and investors. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Coffee Connects with Curtis Connect with Jacob Vanderslice https://www.linkedin.com/in/jacob-vanderslice-02905b16b https://www.vanwestpartners.com/ Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation Show Notes How Jacob Vanderslice got his start in real estate Different ways to invest in self-storage Ways to source real estate deals Importance of relationships and deal flow in the self-storage industry Why commercial real estate is a good investment in an economy of change Inflation-proofing your portfolio with real estate Benefits of a recurring revenue stream Different types of wealth Importance of cash flow Being "liquid" in real estate What excites Jacob right now? Floating rate debt on real estate markets Types of commercial real estate debts and their risks Kinds of real estate investment vehicles Benefits and risks of investing in private real estate Diversification in real estate Blending multiple metrics when evaluating investment opportunities Why you should take action in real estate investment Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this recent episode, I sat down with Matthew Ablakan and talked about his journey at a very young age when he began trading Pokémon cards to teach him a variety of skills such as how to negotiate and the importance of demand and supply. As he entered high school, Matthew began to sell Jansport backpacks, hair straighteners, and dog tags to his peers. Не began to dabble in mutual funds on a small scale and began learning more about investing. Upon entering university, Matthew worked part-time jobs as a cook, waiter, and manager of a couple of restaurants in order to help pay for his tuition. Matthew is now the Founder and Owner of the Millennial's Choice Group of Companies, a real estate, mortgage, insurance, and education brand. Matthew's track record exudes his professionalism, experience, and most importantly, his persistent care for each and every one of his clients. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Coffee Connects with Curtis Connect with Matthew Ablakan https://www.matthewablakan.com/ https://ca.linkedin.com/in/matthewablakan https://millennialschoice.ca/ Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation Show Notes Getting to know who Matthew Ablakan is How his entrepreneurial path started out at an early age The importance of entrepreneurship The impact of the rising interest rates on the real estate market How to start growing your portfolio Benefits of real estate investing Different ways to invest in real estate Mindsets on real estate investing Types of real estate businesses The biggest mistake people are making in real estate Financial freedom leads you to other freedom Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this recent episode, I interviewed Chase Insogna, CPA, CGMA. He has always loved entrepreneurship and small business, and that is why he focuses on helping fellow small businesses grow. He was in the business for 12 years already and is using his tax expertise and investment insights to save them as much money as possible. Chase also gives insights on how eCommerce business owners can save on taxes and pay the IRS the least amount legally possible. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Coffee Connects with Curtis Connect with Chase Insogna, CPA https://insognacpa.com/ https://www.linkedin.com/in/chase-insogna-cpa-cgma-4182539/ https://www.facebook.com/InsognaCPAs https://twitter.com/InsognaCPA Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation Show Notes Who is Chase Insogna, CPA? The importance of saving for business owners The traditional way of building a business? What makes him and his business different from others How is it working with clients from the eCommerce space Understanding the four phases of the eCommerce business growth Common tax return mistakes of new business owners Tips for business owners to lessen their tax payments Why should you incorporate your business? How to start doing inventory management The different types of business owners and how they can build wealth Drivers of a successful business How should you pay yourself? What you need to know when hiring kids for your business As an eCommerce business owner, when is the best time to ask for help? The best places to reach out to Chase Insogna, CPA Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this recent episode, I interviewed John Michailidis, MSIRE, JD, an attorney and entrepreneur with degrees in economics, international real estate, and law and the author of the book, Strategic Planning and Investing for Individuals: Asset Protection, Diversification, and Passive Investing for Cash-flow and Lifestyle Liberation. He discusses how everything can be syndicated and why team sport is really important in businesses and lifestyle liberation which is designing what lifestyle you want to live, protecting yourself and your assets, and getting to a place where you are free. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Coffee Connects with Curtis Connect with John Michailidis https://wealthloop.com/ https://www.linkedin.com/in/johnmichailidis https://www.facebook.com/johnnymich https://twitter.com/JohnnyMich Strategic Planning and Investing for Individuals by Author John Michailidis - John Michailidis | Strategic Investment Planning and Investing for Individuals Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation Show Notes Who is John Michailidis? What the book, Strategic Planning and Investing for Individuals: Asset Protection, Diversification, and Passive Investing for Cash-flow and Lifestyle Liberation is all about. Strategic versus tactical planning The difference between speculating and investing Types of investments Benefits of diversifying your assetsImportance of lifestyle liberation and mindset Difference between hard assets and derivatives Gold Index Funds: An asset or a derivative? Investment opportunities in real estate and in business Attending conferences for aspiring entrepreneurs Why should you start with strategic investing? Other cool alternative investments that people should know Importance of relationships in business and investing How diversification in investing works Impact of recession on personal economies 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

I interviewed Wes Wessel. He has a financial services business with a very unique approach in that they can help people FIND MONEY that they are currently losing unknowingly and unnecessarily. He discussed his approach to helping small businesses using ERC and his goal is to help you get your money back. There's Still Time to Claim the Employee Retention Tax Credit! His 3 Key Strategies for Retirement: 1) Lower/Reduce Taxes to as close to zero as possible 2) Mitigate/Reduce Market Volatility 3) Make sure you NEVER run out of money Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Coffee Connects with Curtis Connect with Wes Wessel https://ercspecialists.com/?fpr=curtis75 [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes What is the ERC tax credit program? Getting to know who Wes Wessel is Qualifications to take advantage of the SBA disaster and the PPP loan programs Applying for the employee retention credit How the PPP loan forgiveness works Benefits of having employee retention credit for small businesses Impact of the CARES act on businesses and families The PPP loan forgiveness program Benefits of the life insurance agent training program The paycheck protection program 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

How to give value to the people? What is the purpose of the business? In this episode, Curtis is joined by Bessi Graham, an award-winning entrepreneur with over 20 years of experience working with business owners, governments, and large funding bodies to bring "doing good" and "making money" back together. Bessi discusses an unparalleled perspective on what makes changes happen. Working with people who have "made it" but haven't found fulfillment, she helps them put their Time, Talent, and Treasure to work in ways that align with their values. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Bessi Graham https://benefit.capital/ https://au.linkedin.com/company/benefit-capital https://bessigraham.com/ https://www.instagram.com/bessigraham/ https://au.linkedin.com/in/bessi-graham-48a31323 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is Bessi Graham? The role of business in creating change How to create clarity and flow The Decision Cascade: A tool for making decisions in business Benefits of using a Decision Cascade How to start thinking before acting in business The importance of defining your own success Difference between your intent or purpose as the business owner and the value proposition to a customer Using the both-ends framework for decision making The possibility of maintaining a good Work-Life Balance Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this recent episode, I sat down with a good friend, Jason Rodriguez, CEO of Prominent Insurance Services, an Insurance brokerage agency located in Delaware, covering their regional market area. His partnership with Prominent Insurance brings his strong client-centered skills to the organization. Jason explains how important for their franchisees is to produce more sales and how they help them in back office work. He discusses how the 5 Trillion insurance industry market works, the value proposition of the industry, and why it is recession-proof. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Jason Rodriguez http://www.prominentagency.com/ https://www.linkedin.com/in/jason-rodriguez-06740028 https://meetfox.com/en/e/jason-rodriguez-1 [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is Jason Rodriguez: How long has he been in the industry? The business opportunities in the insurance industry What are the benefits of owning a franchise with Oversees Prominent Insurance The differences between the Property and Casualty Insurance Industry What are the benefits of being an insurance agent in a recession-proof industry? Who the ideal franchisees are for Prominent Insurance The different types of agents that they are looking for What are the franchise opportunities of Prominent Insurance How to start and be a franchisee Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this recent episode, I sat down with Julia Choseed, an Investor, Designer, and Consultant. Julia is the founder of Brickhouse Builders, a real estate development company that focuses on investing in Philadelphia's Strawberry Mansion neighborhood. We talk about her 5-year journey in the real estate industry, giving us the definition of House hacking and the BRRRR method to build a whole portfolio, start building a passive income, and even do the smallest deals that can increase your net worth by 50,000. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Julia Choseed https://linktr.ee/BrickhouseBuilders https://www.linkedin.com/in/jchoseed https://www.instagram.com/brickhousebuilders https://betterthansuccess.com/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes The many hats of Julia Choseed: Who is the guest today? Understanding the terms: What is house hacking and the BRRRR method and how can these methods help you in building your portfolio? How Julia started real estate investing even with no money Back in time: What she'll do differently if she'll go back five years ago What is she working on now? Using freedom as a driving source to succeed Where to get more information about Julia Choseed Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this recent episode, I'm with John Casmon, a multi-family real estate entrepreneur and marketing maven with extensive experience collaborating with others to deliver profitable results, and hosts the popular and growing real estate podcast, Target Market Insights. We talk about Prosperity Economics, being the CEO of your life, even differentiating destructive debt versus constructive debt, and being financially secure without chasing returns. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with John Casmon https://www.casmoncapital.com/ https://www.linkedin.com/in/multifamily-apartments-john-casmon https://www.facebook.com/jcasmon21 https://twitter.com/jcasmon https://www.instagram.com/jcasmon Multifamily Insights Podcast Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes The Marketing Maven: Who is John Casmon? The risks of having a job versus having a business of your own Why investing in real estate is a good opportunity What bonus depreciation is and how it can help accelerate the losses on your real estate deals When is the best time to buy and start investing? How John finds the best areas to invest in and how you can use the process in your own approach The purpose of implementing TIF opportunity zone in your process of acquiring real estate properties Why branding is critical, even for starters The three C's to attracting capital How to reach out to John Casmon and learn more on how he structures deals Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, Curtis May sits down with KAYR (pronounced KAY-R), co-founder of KAYJAY Consulting. KAYR is a stellar example of a young professional who has benefited from working on Wall Street and building a multi-million dollar real estate investment company with currently over 100 rental units from scratch. Their discussion focused on the misinformation of real estate investing nowadays, starting with LLCs than mortgages with better terms, opportunities to have debts, and setting up short-term goals and long-term goals to get a successful company. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Who's The Guest? KAYR (pronounced KAY-R) is the co-founder of KAYJAY Consulting. He is a stellar example of a young professional who has benefited from working on Wall Street and building a multi-million dollar real estate investment company with currently over 100 rental units from scratch. Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with KAYR https://www.kayjayconsulting.net/ https://www.instagram.com/kayjayconsulting/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is KAYR? Should you put your first few properties in LLCs? What are the benefits of having your properties under your name versus in your company? Umbrella Insurance Policy: What is it and how you can protect yourself and your investments with it. The misconceptions of getting properties under your LLC Cash is trash: What's the misconception about this concept? Breaking down your goals into three: Short term, medium-term, and long-term. How did Wall Street help KAYR build his wealth? What KAYJAY Consulting does to help other entrepreneurs grow Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

In this episode, Curtis May sits down with Michelle McKenzie. Michelle is the Host of WHERE'S THE FUNDING?, a podcast that she created to bring attention to the limited access to funding and the challenges faced by BIPOC entrepreneurs. She utilizes her strength as a realtor to connect with guests and maximizes her listening and inquiry skills to create a great experience for her guests and valuable content for the listeners. Their discussion focused on the key attributes of successful entrepreneurs, different types of funding, the role women investors play in the funding ecosystem, and how it can create more funding opportunities. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Who's The Guest? Michelle McKenzie is the brilliant mind behind the WHERE'S THE FUNDING podcast, a show dedicated to bringing attention to the limited access to funding and the challenges faced by entrepreneurs. Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Michelle McKenzie https://www.linkedin.com/in/michellejmckenzie https://agazella.com/guest-appearance-wheres-the-funding-with-michelle-mckenzie/ https://alivepodcastnetwork.com/wtf/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is Michelle McKenzie? How the WHERE'S THE FUNDING podcast started. Growing your own business: What's the foolproof way to start your business? The differences between growth and scale. What are the benefits of looking for venture capital or private equity types of funding? How can you create more funding opportunities for your business? How can you start building your network? The best way to elevate your mindset What is succession planning and how does it work? 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

I interviewed Ryan Niddel, a CEO, Board Member, and Entrepreneur. He is also the leading authority on improving companies' revenue by improving EBITDA through increased operational efficiency, lean manufacturing principles, and more. He has helped with the acquisition or exit of more than 11 companies while seeing their collective revenue surpass more than $237M. We talked about Internet Marketing, Monetization of your data, adding Customer Value, and properly layering your asset protection plan. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Call his office - 610-622-3121 Connect with Ryan Niddel http://sleek.bio/dontclickthis http://ryanniddel.com/contact-us/ https://www.linkedin.com/in/exitwealthy Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Getting to know the guest: Who Ryan Niddel is The biggest lessons that he learned through the most challenging times How he got started in business Treating marketing as in investment instead of an expense What happens to companies focusing on marketing only without understanding the consumer's buying power The different ways to understand buyer behavior across different platforms The two questions to ask when you're trying to build a business. How to create efficiencies in business What is Ryan focusing on now The different investments you should start with How to get in touch with and learn more about Ryan Niddel 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

What is note investing? What are the biggest myths in note investing? In this episode, Jorge Newberry, founder of the company preREO, joins me and we talk about his experience: His success and failures and how he got up, transitioned and became successful in note investing. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Jorge Newberry https://prereo.com/affiliate/ https://www.linkedin.com/in/jorgenewbery Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who Jorge Newberry is What the company preREO does What the three buckets of loans are How to use efficiency in building and capitalizing How to bounce back after losing money from real estate What the biggest myths are about distress mortgage How to maximize the gains during recession Why property values drop How to find more information about Jorge, preREO, and investing in the preREO fund 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

I interviewed Brian T. Bradley, a lawyer who specializes in Asset Protection. We talked about making sure your gains are protected against litigation. He also explains how to use increasing levels of protection to ensure you have the right and most cost-effective mitigation strategy for wherever you are on your wealth journey. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com https://linktr.ee/curtmay Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Brian T. Bradley https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12 https://btblegal.com/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Meet the guest: Brian T. Bradley What asset protection is How avoiding probate works Building good asset protection through the ECC process The downside of using LLCs for asset protection The common misconceptions surrounding LLCs How the self-settled trust works What the different trusts are: How they work and how they differ from others The order of progression Do you need to have an LLC for every property? Why is it important to get your protection set up before you start any operations? How to reach out to Brian T. Bradley 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

I interviewed Shana James, an M.A. in psychology and DISC certification. She coached thousands of powerful people. We talked about Money, Relationship, and Sex and how they relate, and how to have more of it and get better with all. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Shana James https://shanajamescoaching.com/ https://www.facebook.com/truesuccessformen https://www.linkedin.com/in/shana-james-3004065 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who Shana James is How Shana helped Curtis arrange his life What mastering your attention means and how it works What are the effects of noticing and paying attention to other people and your finances How to handle a feeling of lack Why talking about your financial goals and creating relationship goals should be discussed separately How to effectively cope with anger, frustration, or snakiness in a relationship How to get in touch or learn more about Shana James Review, Subscribe and Share 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

What is banking and what problem does it solve? What are the things that you need to do to build a legacy of wealth and wisdom? In this episode, Joe Pantozzi, CEO and Founder of Alpha Omega Wealth, joins Curtis to talk about the importance of knowing the concept of Becoming your own Banker, Infinite Banking, and Private Reserve Strategy. They also tackle the difference between capitalizing and investing, what the bank can do that you can do, and what are the things you need to build wealth. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Text Be the Bank to 55444 to get the free report Call his office - 610-622-3121 Connect with Joe Pantozzi https://www.linkedin.com/in/joe-pantozzi-941a073 https://alphaomegawealth.com/joe-pantozzi/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is Joe Pantozzi, the Godfather of Infinite Banking? How he learned the idea of the infinite banking function What the connection is between how the bank and money works What the difference is between capitalizing and investing Why people are investing in real estate properties What the important questions to ask your agent are How the money management system works Who are the people you should follow if you are building your wealth What is the connection between your wealth plan, riches, and net worth is with your rate of return How you can deconstruct your personal economy to get control of the majority of your money What the 15 laws of growth are 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

I interviewed Anthony Lawson, a Diligent Real Estate Investor Specializing in Commercial Estate. We spoke about building assets and how he keeps on growing his portfolio from New Jersey to the Midwest. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Anthony Lawson https://linktr.ee/AnthonyLawson https://www.facebook.com/groups/375688897731792/ https://grouphomemastery.com/ https://safespacehousing.com/ https://www.instagram.com/anthony_theinvestor/ https://www.facebook.com/profile.php?id=100026096768547 The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Guest spotlight: Who is Anthony Lawson? What the wholesaling business looks like How Anthony started with real estate What healthcare requirements are required that an investor should know What makes money your number one asset What is Anthony excited about for the next few years? What opportunities is he seeing? What the "F U System" is How money works How money can work for you How to learn more about Anthony Review, Subscribe and Share 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

I interviewed George Vrban, a Retirement Mortgage Specialist and Branch Sales Manager. George has been in the mortgage industry for the past 20 years. He is currently working with Fairway Independent Mortgage Corp in Fla, GA, IL, TN, SC, NH, LA, MS, HI, WI, PA, MN, DE, MI, MD, WVA, AL, DC, and TX helping seniors improve their lifestyles through a HECM. Together, we talked about everything about Reverse Mortgages: The front and ongoing costs, the variable interest rate, the ever-rising loan balance, and the reduction in home equity. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with George Vrban https://www.linkedin.com/in/george-vrban-549b25a/ https://www.fairwayindependentmc.com/George-Vrban [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who George Vrban is How he helps family and clients The safest loan in the US The difference between retiring and being financially-free What happens once people retire How reverse mortgage works Three different outcomes can happen when you do the appraisal of your home and mortgage What are the common myths around Reverse Mortgage are: Are they true? Ramifications of working with people with sickness or disabilities that need long-term care: The different strategies What the Your Personal Economic Model is How a retirement mortgage specialist like George can help How to reach out to George 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

I interviewed Dr. Pat Boulogne, Certified Functional Medicine Practitioner, Coach, Chiropractor, Speaker, and Author. We talked about the importance of Health and Medicine towards success and Grim Reaper Syndrome. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Dr. Pat Boulogne Why... Are You Sick, Fat, and Tired? https://healthteamnetwork.com/ https://www.linkedin.com/in/drpatboulogne https://www.facebook.com/AskDrPat/ https://www.instagram.com/drpatboulogne/ https://meetdrpat.as.me/gac Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes How impressive Dr. Pat Boulogne is What the idea is behind the book, Why... Are You Sick, Fat, and Tired? What radical medicine is How the big little things can bring long-term benefits What the Grim Reaper Syndrome is What are the differences between Western and Eastern medicine and disciplines are Why do you need to have control over everything that you put in your mouth What the five pillars of health are What nine before nine is How to get the book, Why... Are You Sick, Fat, and Tired? Where to find more about what Dr. Pat is doing and how to reach out to her What to watch out for: The next topics for the quarterly podcasts 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