The Practical Wealth Show

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

I interviewed Pierceson York. We spoke about the Deferred Sales Trust, a capital gains tax deferral strategy that allows business owners to defer capital gains tax and reinvest the funds across many different assets. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Pierceson York https://capitalgainstaxsolutions.com/ http://nerium.com/default.aspx?ID=pierceson https://www.linkedin.com/in/pierceson-york-22404344 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Guest Spotlight: Who Pierceson York is How can you exit like a millionaire What are the different ways to defer the tax What a 1031 exchange is What the deferred sales trust allows you to do How the velocity method works What Pierceson's process is How having a professional time can help you not only in managing money, but also in taxes, loans, and investments Why would a professional who doesn't know Pierceson and his team trust their clients to them? How to reach out to Pierceson York 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

Everyone wants to know the secret to building wealth, but not everyone has the time or patience to read through a bunch of books or articles nowadays. Join me in this short discussion as we unfold the bank strategy and financial principles that will help you become and remain financially free. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Budgeting Stinks Report Perpetual Wealth by Kim Butler Building Your Warehouse of Wealth by R. Nelson Nash The Richest Man in Babylon by Benjamin Graham Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes The best place to store cash Practical Wealth's framework for clients is to become and remain financially-free Why some people were able to earn a lot of money, even during the pandemic What lifestyle ceiling is The rule of wealth once your money hits your account Why should you use your permanent insurance as a family fund? How you can get money in the green What the difference is between investing and speculating Why do you need to focus on creating new money and prosperity than focus on fear-based hoarding The four things that you need to do at a dollar spend 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 Best-selling author Curtis L. Jenkins. We spoke about his new book "Vision to Reality, Stop Working, Start Living" which details this approach and serves as a guide to business leaders who want to grow their companies to 7 and 8 figures. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, or 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Curtis L. Jenkins https://cljassoc.com/ https://www.facebook.com/thecurtisjenkins https://www.linkedin.com/in/curtis-jenkins-pmp Vision to Reality, Stop Working, Start Living book Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who Curtis Jenkins is How much cash do you need to start a business? What a Visionaire is Who was this book written for? What the most important thing in a business is What is the Realization Framework Experience How is the book organized What is the meaning behind the title, Vision to Reality, Stop Working, Start Living How you can create accountability for clients to make sure they stay on track How to take the vision to reality What the difference is between being self-employed and being a business owner What's the one thing that people should walk away with from the book Why should you learn your cash flow and numbers Where to find more about Curtis Jenkins 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 Jay Conner and we had a fascinating discussion about raising private money. He has a system where he teaches his students how they could get from no money to 500k available in 30 days. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Jay Conner 7 Reasons Why Private Money Will Skyrocket Your Real Estate Business https://www.jayconner.com/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is Jay Conner? What private money is How private money works How Jay started with raising private money How he was able to get 44 private lenders without asking people for money How to find deals What the importance of lead generation is Why Jay uses private money When do you need private money What arbitrage is and how it works What's his preferred exit strategy The different ways to find and learn more about Jay 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

Do you stress over money issues? 90% of the population has been taught nothing about handling money effectively. In this episode, Rennie Gabriel a TEDx speaker and the author of the award-winning, best-selling Wealth On Any Income joins Curtis to discuss the Three Secrets the Wealthy Know that You Don't. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Rennie Gabriel https://wealthonanyincome.com/ https://www.facebook.com/WealthOnAnyIncome/ https://www.linkedin.com/in/rennie-gabriel-700686/ Wealth on Any Income book Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes What Rennie Gabriel's background is What his struggles were all about How bad things were for Rennie when he started Why did his income go up What are the three secrets of wealth How wealthy people's perspectives are different from others What the investment strategies of rich people are How he manages cash flow What the Wealth with Purpose program is 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 a cryptocurrency and how does it work? What is the difference between bitcoin and blockchain? Christopher "Sea Will" Williams joins me in this episode. Christopher always had a passion for technology, entertainment, and culture. This helped him shape his future and focus. Higher education, community organizing, and a wide range of work experience allowed him to develop his interests even further. Now, he owns and operates Passive Income Network, which represents a combination of all his passions and skills. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, or 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Christopher "Sea Will" Williams https://www.seawillpdx.com/ https://www.instagram.com/seawillpdx/ https://www.youtube.com/channel/UC4ePYccjB4dtEaNV1cVWORw https://twitter.com/seawillpdx Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes What Christopher "Sea Will" Williams' background in crypto and how he got started What the important terms surrounding cryptocurrency people should know Why a lot of people, companies, and even countries are considering using crypto for their transactions How did Sea Will start making money and why should you reconsider positioning some of your capital What the concept is behind the crypto coins like NFT What the use of NFTs are What algorithm blockchain is How to follow Sea Will and get more information about him 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

Alejandro Szita is a California & Florida mortgage broker. A real estate and mortgage professional since 2005, he has seen the world of real estate finance from all angles—commercial, residential, and capital raising. In this episode, we had a great Macroeconomics overview of where lending fits and how it helps to create wealth. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Alejandro Szita https://prosperity-lending.com/ https://prosperity-lending.com/book [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who Alejandro Szita is What he teaches his students What capitalism means Is it true that resources are scarce? The principles of money and exchange of transactions How mortgages help people create wealth What's the difference between how he sees his clients versus when he begins to underwrite them and help them get out of debt The number one mistake that people assume How you can document your income Why is it a good time to buy a property now How rich people get their money How Alejandro was able to grow wealth, both of his own and of his community Where to find Alejandro 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 with Penelope Jane Smith. Penelope is the premier financial freedom coach for women entrepreneurs and the go-to expert for some of the biggest names in the conscious business industry. They talk about why having a money date with yourself is essential. They also discuss making money and growing money as two different skill sets. You will also learn to become financially free in five years or less. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Show Notes Helping women entrepreneurs get a handle on their money Gender bias approach in financial planning Then end of the spectrum: the real financial freedom Become financially free in five years or less Making and growing money The cashflow game The prosperity cycle Investing is not buying; it is becoming Your #1 asset is YOU Money date: A system with four parts Improving your education from live calls, workshops, and mastermind sessions Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Text BFC to 33777 to get a free report Connect with Penelope Jane Smith Youtube - https://www.youtube.com/c/PenelopeJaneSmith360 Facebook - https://www.facebook.com/penelopejanesmithbusinesspage/ Website - https://realprosperityinc.com/ LinkedIn - https://www.linkedin.com/in/penelopejanesmith/ Twitter - https://twitter.com/PenelopeJane360 Checklist - https://realprosperityinc.com/moneydatechecklist/ Financial Freedom Formula - https://realprosperityinc.com/financialfreedomformula/ Gift from Penelope - https://realprosperityinc.com/scholarship/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed 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 going to talk about the "Miracle of Compound Interest". Financial advisors constantly use compounding interest calculators to project and predict future values for their clients. The problem with that is that stocks, bonds, and mutual funds don't compound interest. In fact, no investment does. Stocks don't compound interest. They appreciate and they depreciate in value. That's not the same as compounding interest. Understanding this truth also sort of demolishes the entire use of the phrase, "the miracle of compound interest" (supposedly by Einstein), as it relates to investments. It's simply not applicable. Compound interest calculators, therefore, are generally used as a marketing tool to sell investments. They are not real predictors of what is going to happen and are generally a bad way to choose an investment. Calculations and projections are not a good substitute for real knowledge about an investment. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes The topics for today's episode How soon will your money double once you start investing The common misconception with investing and inflation What the problem with stocks, bonds, mutual funds, and ETFs are How compounding works What the first rule of wealth is The three rules of investing How you can get a free interest report 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 discuss Parkinson's Law. The first law is "Work expands to meet the time allowed." The second law, "A luxury once enjoyed becomes a necessity." The third law, " Expenses rise to meet income." I also shared the principles and systems I use to beat Parkinson's Law. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Text BFC to 33777 to get a free report Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes What infinite banking is about The different laws of Parkinson's Law A luxury once enjoyed becomes a necessity Is it true: If you make more, you'll spend more? How principles drive strategy How the cashflow map works What are the principles and systems to beat Parkinson's Law How you can get a free budgeting report from Curtis 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

Sue and Craig are owners of Richey Property Management, a residential property management firm in the Northern Virginia area which is just outside of Washington DC. Sue is the Broker of the company and has been in the real estate industry since 1997 and Craig is the COO. They both started in the real estate business selling homes and were successful Realtors. When they started buying investment properties in the early 2000s, they knew they were hooked and over the years have bought and sold many rental properties. In 2006, they started Richey Property Management and as the market was headed for a downturn, the property management business began to grow as people weren't buying and selling but still needed a place to live so people were still renting. Since then they have grown the property management business to today currently managing around 700 single-family homes. They are active investors as well and own several investment properties of their own. In the business, Sue's focus is on sales and marketing while Craig really manages many of the financial aspects and legal and compliance. They have built a great team over the years, and together they work hard to create the best experience possible for their clients. Both Sue and Craig are passionate about travel and have traveled all over the world. They have three children who are grown now and their son also works with them in the business. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Sue and Craig Richey https://www.richeypm.com/ https://www.youtube.com/user/RicheyPropertyMgt Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who the guests for today are and how they got started in property and investment management How Sue and Craig Richey determine success The thought process as they run their business Mistakes that people make when managing their own properties When is the right time to get the services of a professional Transferring risks using insurance and trusts The three pillars of protection What Sue and Craig are excited about for the next two to three years Where and how to reach out and get in contact with Sue and Craig 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 Heather Dreves and we discussed how to do Due Diligence, a 3rd party company called Verivest. She shared information regarding buying notes and what are the important things to know before investing. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Heather Dreves https://securedinvestmentcorp.com/ https://www.linkedin.com/in/heather-dreves-6204a242 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is Heather Dreves? The different types of clients Heather is usually working with What the four asset classes are Using self-directed IRAs to grow accounts tax deferred Understanding who your borrower is The reason for giving foreclosure notices What the process of buying notes to foreclosures work The downsides of buying notes Is the fund more of a appreciation or cash flow back into the IRA The two funds available for their company Purpose of doing compliance with operators handling your money Educating clients who want to start investing in real estate How to reach out to Heather 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 Marcin Drozdz, the Managing Partner of M1 Real Capital. We talked about the E.A.S.Y System to Raise Capital, why raising capital is important for an entrepreneur, and at what point should they start thinking about raising capital. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, or 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Marcin Drozdz https://www.marcindrozdz.com/ https://m1realcapital.com/: M1 Promo Code will get you a 15% discount on the ticket [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes The difference between buying 20 units and 200 units, fundamentally, is like you just said, just a few zeros Should you have a deal and then try to raise money or raise money before working on the right deal? How long does it take you to be an expert in anything The deal is the last piece of the equation What the E.A.S.Y System is Creating a call to action The best ways to get in touch with Marcin The M1 Real Capital Conference 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 with Mark Podolsky. Mark Podolsky is widely considered to be the country's most trusted and foremost authority on buying and selling raw, undeveloped land. He is known as "The Land Geek." Mark shares his journey into the world of buying, selling, and leasing raw land as an investment. We also talked about how to free yourself from solo economic dependency in three ways. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Highlights Mark Podolsky's book: Dirt Rich The cashflow game Getting yourself to financial freedom Land investing business 300% margin of safety Scaling other people's money and software Leveraging technology Due diligence process: 5 stages of contracts in software system 3 steps on how to free yourself from solo economic dependency The accumulation theory Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Mark Podolsky http://www.thelandgeek.com/ The Investors Tool Kit Book - Dirt Rich Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed 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 interviews Waleed Cope to talk about business. Waleed is an entrepreneur, investor, and small business advisor who has developed multi-million-dollar companies. Based in New York City, Waleed draws on his years of laundry operations experience to make The Soap Box a premiere laundry, dry cleaning, and sneaker cleaning enterprise in the region. He has leveraged social media to build a dynamic network of other business owners and subject matter experts. He shared the most significant takeaway that he learned that helped him grow his business during their conversation. Waleed welcomes the opportunity to share his insights so the industry can grow together. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Highlights Revolutionizing the business industry Incorporating technology into the business Advantages of putting your business on social media Experiences of running a dry cleaning service Importance of having a network Why going to college is not significant when it comes to business Listen, learn, and execute How openness to drowning in your mistakes will teach you how to swim Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Waleed Cope Linkedin Website Facebook Instagram Twitter Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed 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 interviews Bryan Bloom, a financial advisor, author, and CPA for over 35 years. They sat together to talk about Bryan's experiences, and he also shared some ideas regarding the miracle of compound interest. Bryan started working in the field around 15 years ago, assisting people in making reasonable retirement plans. Over the past years, he learned a lot about how different financial tactics and financial products work and, more significantly, why they don't. Now he has written five books. His book The Confessions of a CPA series explains why everything I was taught as a CPA has proven false. If we follow what we are taught in academics, traditional planning, and the popular media, we have little chance of succeeding. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Highlights Discussion on temporary death benefit reduction What is debt with the lens of a CPA The use of a permanent insurance policy Choosing the right insurance company Storing liquidity in ETFs and the importance of being liquid Opportunity cost as a financial concept Income and retirement IRA and 401k plan Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Bryan Bloom Books: Confessions of a CPA: Why What I Was Taught To Be True Has Turned Out Not To Be Confessions of a CPA: The Truth About Life Insurance Confessions of a CPA: The Capital Equivalent Value of Life Insurance The America Group - https://www.theamericagroup.com/imt_team/bryan-bloom/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed 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 Culin Tate, a serial entrepreneur, owner, and host of eight Airbnb properties, Airbnb ambassador, short-term rental coach, author of Host Coach, and speaker. We talked about his experiences, he shared his knowledge, tips, and tools. We also talked about why Airbnb investing is the most stable and efficient way to create wealth. Culin Tate is a serial entrepreneur, owner, and host of eight Airbnb properties, Airbnb ambassador, short-term rental coach, author of Host Coach, and speaker. His mission is to share his experience, knowledge of specific tools and software, and the systems he has created to harness the unique opportunity of short-term rental investing so that others can enjoy a life of financial freedom to live their why. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Highlights How Culin started with AirBnB after his first venture into real estate didn't work out Why he believes that AirBnB is the most stable and efficient way to create wealth What the four asset classes are How to look for profitable properties for short term renting What are the tools to use when doing your research and building your forecasting and numbers What are the two important traits to have if you're looking to be a short term investor How COVID impacted his investments in travel How you can create more value by using technology Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Culin Tate https://www.hostcoach.co/ https://www.instagram.com/host_coach Host Coach on Amazon Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed 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 video, I discuss the framework of how my firm teaches banking: We teach the 5 Principles of Personal Finance. The two points I'm making are that this is about ownership and that the premium is the solution, not the problem. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Text Bethebank 55444 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes The five principles of personal finance - 0:58 If you don't know the problem, the solution doesn't matter. - 2:19 The great thing about the think tank. - 4:47 What infinite banking is about. - 7:50 Velocity is how fast money moves. - 9:22 The two kinds of businesses that everybody should have. - 13:43 Infinite banking is an exercise, an imagination, prophesy, and logic. - 17:09 How most money is lost. - 20:52 The challenge for everyone. - 23:00 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

Things will eventually take control of your life if you do not take ownership of them. Curtis interviews Elliott Holland, an entrepreneur, small business buying expert, and founder of Guardian Due Diligence. Their discussion focused on owning a business, who should do it, and why they should do it. They also go over how to determine which business to buy and where to look for it. This episode also teaches folks who don't have any money to finance these things. Tune in to learn why to take ownership, accept capitalism, accumulate money, buy things with real value, and the common mistakes that Elliott notices people doing while purchasing a business. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Elliott Holland https://www.linkedin.com/in/elliottholland/ https://www.guardianduediligence.com/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Welcoming Elliott Holland -1:19 Who is buying a business for and why should people think about it? - 2:39 Finance is learnable - 5:14 Buy a new business every year: a great way to grow - 6:14 How to get in the game: what deals to look for? - 8:14 The industry and the fundraising - 11:26 Covering the advisors: legal lawyer and due diligence officer - 14:27 Stakes Elliott observed with his clients - 20:00 Strategic reason on why to charge people full price - 27:20 Is business buying a job?: building new cash flows - 29:14 High demand, upward trend, and presence of profit margin - 32:39 It is all about ownership and mindset: entrepreneurs should solve problems - 34:24 Upsells are pure profit: pay attention and see what is going on to be a producer- 39:18 The owner gets everything that anybody cannot take - 40:27 Next level of evolution: take the fake and buy the real thing - 41:52 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 fewer than five years, how can you achieve financial independence? What steps are you planning to take to begin scaling? Curtis May welcomes Anthony Lee and Lorenzo Jackson to discuss how the real estate industry may help people achieve financial freedom! Anthony is the owner of A. Lee Real Estate, and Lorenzo founded the Jackson Rental Homes. Anthony and Lorenzo believe that people can achieve financial independence within five years of hustle in real estate. However, to achieve that success, one must be familiar with the proper methods, processes, and procedures. Mindset, mental care, and numbers are the crucial variables that need to be considered. The guests emphasize that we must break away from the survival mindset in this modern time, where information is readily available. Thus, they will teach you how to let prosperous thinking flourish. In that way, you can help others to become successful too. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Lorenzo Jackson LinkedIn Instagram Website Connect with Anthony Lee LinkedIn Facebook Instagram Website Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes How Lorenzo got into real estate - 1:39 A crooked path: Anthony's journey towards being a realtor - 3:04 Using your license to help others - 6:10 Getting into business early - 7:43 The power of coming in together - 8:57 Why it is okay to be lesser than others - 10:23 Compete don't compare - 13:09 The true meaning of being "financially free" - 13:40 The Prosperous Mindset vs. Survival Mindset- 17:04 Importance of helping the community - 19:54 Building your own blueprint: start with yourself, work on your mindset: getting a mental therapy - 29:00 The cheat code towards scaling - 32:12 Keep going and know your numbers - 34:10 Essence of starting with "how much do you want to make?" - 35:01 How to be involved with Anthony and Lorenzo - 41:41 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 the difference between a home and a house? How can you break away from emotional attachments that cloud the mind during crucial business decision-making? In this episode, Curtis sits with Janet Fields, CEO of property management business Oak Trust Properties, to discuss why families are shifting to real estate investing. Janet first became interested in the industry when her parents began flipping houses and included her entire family in the renovation process. She and her staff now manage rental properties to ensure that owners get the best possible return on their investment. The majority of her clientele regard real estate as a source of retirement income. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Janet Fields Website Download Free Marketing Plan Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is Janet Fields? - 0:20 Tangible Asset Portfolio: great control, manipulation, and returns - 1:15 Janet and their real estate family project years ago - 2:48 Families shifting to real estate- 5:10 Pitfalls of being emotionally attached- 6:17 Difference between a house and a home: looking at properties critically - 7:54 To be an investor, make decisions based on numbers - 11:01 Janet's philosophy on running her business - 12:50 How to properly vet property managers - 15:15 Business is a team sport: success should be mutual - 18:12 Additional significant information to know about property management- 19:46 Which type of clients do Janet and her team serve? - 21:41 Buying your time back - 24:40 How to reach Janet out? - 26:33 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

"Do something you love, something you are good at that people will pay you for, and you will never work a day in your life." -Jay Jones. In this episode, Jay Jones joins Curtis to talk about his book New Black Wallstreet. Jay Jones is a serial entrepreneur, author, coach, speaker, and podcast host of "Black Entrepreneur Blueprint." He works with Black entrepreneurs worldwide to help them launch, build, and grow successful, sustainable businesses. Jay shares that technology, mainly e-commerce, has nowhere to go but up in the future. Thus, he wrote his book to help uplift black businesses and introduce them into the e-commerce space. However, he always reminds people that business thrives on combining passion with problem-solution ideas. Business, as he perceives, should not have to be sexy, it just needs to be profitable. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Jay Jones LinkedIn Facebook Instagram YouTube Twitter 15-week Brand Building Implementation Program Black Entrepreneur Blueprint Academy, Podcast, and Website New Black Wall Street Book Educated E-commerce: https://bit.ly/3opD6E6 A new black Wall Street: https://bit.ly/3AYHsHr Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Jay Jones and his ups and downs in business - 0:17 How Black Entrepreneur Blueprint Podcast started - 6:53 Entrepreneurship should start early - 8:38 New Black Wall Street: talking about the past, present, and future - 10:04 Unconsciousness of us: weaponizing your dollars to help your community -13:49 Entrepreneurs create jobs, not the government - 17:18 Business in America - 19:25 Developing comeback through e-commerce - 20:41 Be a DURU: Actionable steps over motivation - 27:52 Financial plan precedes business plan - 28:36 Building business around lifestyle: think, create, and execute - 29:46 Problem plus solution is equal to results - 32:30 There is wholesale in everything - 36:07 Finding a business you are passionate about - 36:38 6 things you can sell - 37:40 Characteristics of a winning physical product - 37:58 Digital Product: monetize your genius - 38:56 Test the market: put a one page website, drive traffic - 41:23 It is not about us, it is about the next generation - 44:38 Business equates profit - 49:48 Jay Jone's Ecosystem - 52:14 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 the secret behind building business credit? Why getting out of debt shouldn't be the first objective? Herman Dolce joins Curtis to discuss credit repair and leveraging credit to gain more cash flow. Herman wanted more time freedom; thus, he left his 6-figure job to invest in himself and start his own business. Now, he is a financial literacy educator and the founder of Bella Sloan Enterprises. In this episode, Herman and Curtis revolve their conversation around the proper debt, assets, and cash cycle. And, they tackle processes like setting up a legitimate LLC and why start primarily with credit unions. Herman believes that it is essential to first establish a sound relationship with banks in your community. Listen to know how to be the "smart person" earning more money by utilizing credit. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Herman Dolce Facebook Instagram Website 30-Day Mentorship with Herman Book - Start-Up: Inside Secrets on Building Your Business Credit Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is Herman Dolce? - 0:47 Getting out of debt is not the first objective - 2:00 Herman's background - 3:55 How everything started: honing knowledge in business credit - 5:03 Why is it important to get credit under your business name? - 9:14 The two types of people in the business - 11:15 Setting up a legitimate LLC - 12:17 The new people - 15:50 The big difference between smart people and people who use credit to show off - 19:00 Leveraging credit scores to fund LLCs - 20:29 Banks are not doing you a favor - 23:10 The internal bank score: nothing beats having the credit - 25:20 Start with credit unions first - 27:30 Get in touch with Herman Dolce - 35:25 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 can we turn challenges into opportunities? Steven, a million-dollar CEO, joins Curtis May to talk about the power of passive real estate investing. Steven is a podcast host of The Investor Mindset Podcast and an active investor who established Commercial Real Estate Investments for his clients at VonFinch Capital. In this episode, Steven shares the importance of knowing your market. He says that if your market is everybody, you are serving nobody. He emphasizes that the primary asset of any business is the self, and the company itself is the investment. Steven and Curtis also tackle why it is vital to know your purpose and "why" in a business. According to them, these things will serve as fuel to keep you going and will make you excited every single day. Lastly, Steven wants to impart that challenges and problems are opportunities in disguise. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Steven Pesavento LinkedIn Instagram Website Facebook Books: Principles of Success Ultimate Guide to Passive Investing Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is Steven - 0:30 The ideal business and clients - 4:08 Your #1 asset is you, and your #1 investment is your business - 9:05 Passive real estate investing: your what and why - 10:03 The myth in real estate investing - 11:50 Vetting on a good operator: doing an excellent due diligence - 14:40 Facts combined with voice and body language: trusting your gut when in doubt - 19:20 Important universal success principles to Steven - 21:30 Challenges are opportunities - 25:00 How to access the 5 Success Principles and Other Lessons - 25:48 Be ultra focused, focus on one major area only - 27:00 If you do not have money, don't invest - 31:35 Steven's valuable experience on investing and coaching - 32:26 The final question - 35:07 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

Do you believe that CoVid-19 has benefits? Mike, known in real estate circles as "Big Mike" due to his stature and integrity, joins Curtis May to discuss how CoVid boosted the economy after it hit. Mike has a keen understanding of the financial aspects of successful real estate investing. Today, he manages various funds, including the Tempo Growth Fund LLC and the Tempo Opportunity Fund LLC. Mike believes that the market is starting to regain its pre-pandemic status. As he says, there are many things to consider before investing, such as liquidity and the kind of money you utilize. Also, he emphasizes the importance of knowing how to choose a competent real estate investment fund. Some of his considerations include: security, return of investment, income, taxation, and payout frequency. In this episode, he will share his strategies for mitigating the risk and analyzing deals primarily in the real estate industry. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Mike Zlotnik Website Facebook Instagram LinkedIn Schedule a Meeting Book - How to Choose A Smart Real Estate Investment Fund Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Challenges and opportunities amidst Covid19 - 0:45 The market is starting to regain its pre-pandemic status - 5:22 The fund as a vehicle for the deal - 6:45 Prioritizing mitigation of risks - 9:55 Underwriting the deal: Building confidence and trust with partners - 11:11 What is your downside protection? - 13:12 Things to consider before investing - 16:23 How to choose a smart real estate investment fund - 18:27 Important points to consider - 23:30 All about Mike's book - 23:5 How to get in touch with Mike - 24:30 Investing is not about buying something. It is becoming something - 25:30 Are you learning to invest or investing to learn? - 26:10 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 can you become financially free in less than five years? What steps will you take to start scaling? Anthony Lee and Lorenzo Jackson join host Curtis May to discuss how real estate can make people financially free! Anthony is the owner of A. Lee Real Estate, and Lorenzo founded the Jackson Rental Homes. In this episode of Practical Wealth Show, they share their journey as realtors and business owners. People can achieve financial freedom within five years. However, you must be knowledgeable of utilizing proper means, processes, and practices to realize your goals. It is vital to focus on mindset, having mental health therapy, and defining numbers. The guest also discusses the difference between being a hustler and a business owner. In this modern time, where information is readily available, we must break away from the survival mindset. This episode teaches you to let the prosperous mindset flourish. In that way, we can help others to become successful too. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Lorenzo Jackson LinkedIn Instagram Website Connect with Anthony Lee LinkedIn Facebook Instagram Website Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes How Lorenzo got into real estate - 1:26 A crooked path: Anthony's Journey towards being a realtor - 3:00 Using your license to help others - 6:10 Getting into the business early - 7:00 The power of coming in together - 8:17 Why it is okay to be lesser than others - 9:45 Compete don't compare - 11:55 The meaning of being "financially free" - 13:00 The Prosperous Mindset vs. Survival - 16:24 Importance of Helping the community - 19:08 Start with yourself, work on your mindset: Getting a mental therapy - 28:30 The cheat code towards scaling - 31:17 Keep going and know your numbers - 33:15 Starting with "how much do you want to make?" - 35:01 Review, Subscribe and Share 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 can you make success happen…especially in the real estate business? What's the secret to buying and selling high stake properties with a large profit? For today's show, Curtis invites KAYR to talk about his journey from being homeless to buying apartment buildings. KAYR describes how he trained himself into thinking differently from other people, which became his secret weapon in gaining success in the field. He discusses the 3C's that people should focus on as well as the importance of the 4D's. KAYR also reiterates the value of thinking "I'd rather have 10% of a billion-dollar business than have 100% of a 10 million dollar business." Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with KAYR https://www.instagram.com/kayjayconsulting https://www.kayjayconsulting.net/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who the guest is today. - 0:32 From homeless to buying apartment buildings. - 2:06 Compete, but don't compare. - 4:34 How did he train himself to think differently from other people? - 7:59 The 4Ds. - 9:58 Telling and teaching others: How do you begin to scale to the next level? - 12:45 Focusing on the 3 Cs. - 19:07 Rethink about always playing it safe: Compete when everyone else is competing. - 24:34 The importance of the 4Ds: The designing part. - 31:58 Jeff Bezos' practice. - 33:11 Telling other people: I'd rather have 10% of a billion-dollar business than have 100% of a 10 million dollar business. - 34:50 How can people follow him? - 37:57 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 can we keep the cash flowing? Ola, a professional entrepreneur at heart, joins Curtis May to discuss his experiences on investing in real estate. He shares his experiences in owning and managing multifamily properties and turning them into ventures worth over $40,000,000. Ola believes that success does not always come grandly all the time. It is disguised in simple and small events that you may encounter every day. You just have to be vigilant to spot these opportunities. In this episode, he will share a book that boggled his mind and the importance of reading to achieve success. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Ola Dantis https://www.instagram.com/oladantis/?hl=en https://www.dwellynn.com/invest Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is Ola? - 0:40 What got him into the real estate space? - 2:55 Chasing the wrong American Dream - 4:07 Success doesn't come in a fancy present - 5:35 Being successful involves reading - 7:25 House-hacking - 8:33 Investing is not buying something - 9:48 The process of looking for a property - 11:27 Rich Dad, Poor Dad: A book to help you create value - 12:58 You need a mentor - 13:48 Be a sophisticated investor - 15:45 People think it's always about how much money you make - 16:56 Depreciation and Cost-Segregation; Leveraging tax benefits - 21:34 Amplify the existence of the real estate biz - 21:59 One of the biggest expenses is the mortgage - 23:30 6% Prefer Rate of Returns and the 60:40 Method - 24:18 Buy a property, do your best, pass it on - 27:17 Force appreciation and Net Operating Income - 28:41 Business is a numbers game - 31:15 Give back to the community - 32:03 Best way to reach Ola - 33:15 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

Do you want to be paid for the value you bring instead of the hours you work? Dustin Heiner joins Curtis to discuss building a reliable wealth stream in the real estate business. Dustin shares how he freed himself from the trap of employment and why he chose real estate among all ventures. However, he emphasizes that you must be "all in" the learning process in deciding to start. Because of real estate, Dustin now enjoys the perks of having passive income. One of the benefits gained is time for his other businesses in order to help more people. He offers free courses and resources for people who want to enter this space. Listen and learn more about how you can pass this river of wealth to generations to come! Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Dustin Heiner Send RENTAL to 33777 for a free resource material https://www.masterpassiveincome.com/freecourse Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Introducing Dustin Heiner - 0:10 A shift from a desk job to investing - 1:20 Be paid for the value that you bring instead of the hours that you work - 8:00 Job is a temporary inconvenience - 9:02 Doing real estate - 9:45 Build the business first - 11:09 How you should and should not do business - 13:35 Hardest part: Finding the right property manager - 15:53 Hire slow, fire fast - 16:40 It is not either-or, do everything all at the same time - 18:41 Liquidity is a must - 19:25 Don't engage in a turnkey company - 20:40 It is your decision to be all in - 23:01 How do I do it? Strive for passive income! - 24:00 Outsource skills and talents, it makes your work easier - 27:34 The Dustin way of teaching real estate to people - 29:30 Real estate as a get wealthy plan - 32:17 Free investing course from Dustin - 32:43 Pass the business you built down to generations - 36:31 The Four Legacies of Life - 37:12 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