The Practical Wealth Show

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

What is the true definition of wealthy? Why is there a need to shift to a banker's mindset to achieve more cash flow? Gary Boomershine, the owner of RealEstateInvestor.com joins Curtis May in this episode. In 2005, Gary started to build and grow his real estate investing and property buying business. He identified the idea for his business after a family legacy in the real estate niche and a long successful career in entrepreneurship and developing technology markets. He saw an obvious potential to leverage people, processes, and technology to obtain a competitive advantage in a dynamic and dog-eat-dog economy. Gary believes in a principle when acquiring a property: He said, "Love the cash flow, not the property." There are a lot of interesting topics such as The Tortoise Game, the light bulb, and the three buckets of cash. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Gary Boomershine https://realestateinvestor.com/ https://www.instagram.com/realestateinvestorcom/ https://www.facebook.com/RealEstateInvestorPage/ https://twitter.com/reinvestorcom Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is Gary Boomershine- 0:43 Why have a good mentor? - 2:28 Going full-time in the real-estate industry - 4:00 Buy location and value - 10:00 Anybody can do real estate - 12:39 What most people do not understand - 13:25 The Freedom Code - 16:46 The Tortoise Game: The difference between investors and business operators - 17:45 The light bulb: The true definition of "wealthy" - 18:46 The three buckets: Cash now, cash flow, cash later - 19:30 Keep the best and sell the rest - 20:40 Having capital is the key: Think MACRO! - 24:17 Fall in love with the cash flow and not with the property - 25:43 Buy the right Assets and be secure in Lending - 30: 30 Build a business that works for you and understand the power of leverage - 32:33 Real estate is nothing new under the sun, find somebody that made it work and follow - 37:00 Think about the outcome, and let others plan for you - 39:45 How to access Gary's book and other resources - 40:55 Review, Subscribe and Share If you like what you hear please leave a review 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 real estate is a no-brainer? Chris Craddock joins Curtis to talk about working smart and building a better mousetrap in the space of a real estate. Chris is the host of the Uncommon Real Estate Podcast, a realtor and entrepreneur who runs multiple successful businesses in the Washington DC Metro area. He is a nationally certified Life Coach in Leadership and one of the top Real Estate professionals in the world, closing 30-65 deals per month. Chris shares that you don't need to be smart in real estate. However, you need to understand the significance of lead generation to the growth of your business. Moreover, you will learn how to have a millionaire mindset and why the kind of partner you have dictates your financial success. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Chris Craddock https://www.linkedin.com/in/chris-craddock-92100171#:~:text=A%20nationally%20certified%20Life%20Coach,(and%20Richmond%2C%20VA). https://podcasts.apple.com/us/podcast/uncommon-real-estate/id1504771509 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes How to make money in the real estate space - 1:12 Working smarter and building a better mousetrap - 2:22 Finding leads for your business - 4:08 Get a real estate license - 5:33 Slow down to speed up - 6:52 Why is real estate a great option? - 8:07 Tax-free wealth: you don't need to be smart in the real estate business - 10:11 Real estate investor marketing - 10:49 Your partner will dictate your financial future - 13:07 The mindset to a million, play green light red light - 14:12 Lead generation: Are you a leader or a teacher? The best way to scale - 17:58 Start with low-performance engine to level up - 18:28 You need to get an assistant - 21:35 Recommended books for scaling as an entrepreneur - 22:35 Best way to get in touch with Chris - 25:22 Review, Subscribe and Share If you like what you hear please leave a review 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 break away from the trap of living paycheck to paycheck? Indeed, everybody wants to gain time, freedom, leverage, and legacy. But are you willing to change your life by immersing yourself in real estate investing? Zack Boothe, the host of Driving for Dollars Mastery, joins Curtis to talk about making money with the real estate business. At the age of 17, Zack started his entrepreneurial journey by opening a window cleaning business. 10 years later, he felt like he was stuck in a job instead of running a business. This was when he decided to venture into real estate investing – a move that changed his life. Today, aside from being a millionaire real estate investor, he also does coaching to help and guide people who are skeptical about this business space. He documents his day-to-day life to show everyone what it's really like and that there's no reason to doubt themselves so much! Zack perceives, based on experience, that you can't take massive actions on something you are skeptical about. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Zack Boothe www.DFDmastery.com https://www.linkedin.com/in/zackboothe Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Introducing the guest: Zack Boothe – 0:08 Zack's Story: From window cleaner to millionaire real estate investor – 1:18 Real estate investing is 100% life-changing - 2:36 Having more output, change more lives by working less - 3:30 The 40 Day Challenge - 5:21 Documentation is the solution for the skeptics - 8:09 Building a Massive Marketing List - 13:08 Zach is very grateful and humbled by the success that his company has - 17:30 Delving into the business of flipping houses: A transactional process - 18:50 Work smart not hard: A Million Dollar Net Worth in 8 Months - 20:10 Don't figure everything out all by yourself, get a coach - 25:35 A Tip Sheet on discounted properties from the expert - 26:34 7 Reasons Why Driving for Dollars is the best and fastest resource in real estate investing - 26:43 How to get a free resource - 27:13 Review, Subscribe and Share If you like what you hear please leave a review 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

Planning for future succession and ownership is one of the most difficult decisions to make in a family business. The success of their business is defined in the next-gen leader's ability, skills, and willingness to manage and effectively deal with issues and circumstances. Curtis welcomes speaker, author, and consultant to NextGens, Nike Anani. Nike helps NextGens rise above the operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. In this episode, Nike talks about not only her role as a consultant but also the kinds of people she's working with. She shares her experiences working with people who are dealing with basic problems with money and the possible problems that can happen. She also discusses the number one problem she noticed while working with clients and the possible solutions to them. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Nike Anani https://nikeanani.com/ https://www.linkedin.com/in/nikeanani/ https://twitter.com/nikeanani https://www.instagram.com/nikeanani/ https://www.facebook.com/nikeanani/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is Nike Anani and what does she do? - 0:50 The people that she's working with. - 7:06 The amount of work needed to instill entrepreneurial thinking in people. - 10:08 For the people and communities she's working and talking to, do they have basic problems with money? - 13:58 The possible problem is waiting to happen. - 19:04 How does it work? It starts with conversation. - 21:09 It's the same in the family: How it works in Nike's family. - 27:22 The number one problem while working with clients. - 33:08 What many successful families do. - 36:41 The 4Cs: The skills that are required to be an effective NextGen leader. - 37:46 Nike's wish for the NextGen leaders. - 40:44 Best ways to reach out to Nike. - 42:13 Review, Subscribe and Share If you like what you hear please leave a review 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

Social media is essential for a business. But how can you start growing your network? Curtis welcomes social media and virtual storytelling experts, Lisa and Deevo to talk about social media for your business. They talk about the difference between posting content and telling your story and the simple rules that you need to follow. Lisa and Deevo also share how you can help people by connecting with them. For social media, it's important to have more people to know and more importantly, more people who know you. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Lisa and Deevo https://lisastaffphoto.com/ Mind-Body Business Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who the guests are for today. - 0:36 Crafting a business that can help other people. - 2:58 How storytelling fits in Lisa and Deevo's minds and marketing. - 6:59 Fitting in the paradigm: Not everybody is cut out for entrepreneurial life. - 11:44 Difference between posting content and telling your story. - 12:44 Few simple rules that you need to follow. - 16:26 How do they help people connect to their ideal buyers and other people that they can serve? - 18:28 Talking about their business: What their business is, who their ideal people or company to serve and what they do. - 24:06 Social media can sometimes be overwhelming. - 30:29 Focus on what you're really good at and what you're passionate about. - 34:27 Best ways to reach out to Lisa and Deevo. - 34:26 Review, Subscribe and Share If you like what you hear please leave a review 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 expensive can it be to start investing in real estate? The guest for today, Ola Dantis, proved that you don't need to be a millionaire to start investing in real estate. Together with Curtis, they talk about how Ola got his head start in real estate. He also talks about his whys, his aspirations, and his mission statements. Ola also shared a very important tip to real estate investor aspirants: If you want to be successful, it involves reading. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Ola Dantis https://www.instagram.com/oladantis/ https://www.dwellynn.com/ https://www.dwellynn.com/show Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes The four asset classes. - 0:21 Who is Ola Dantis? - 0:39 How it all started: How Ola got into real estate. - 2:59 Investing is not about buying something, it's about becoming something. - 9:53 How many properties did he look at to find "that" deal? - 11:33 The syndication timeline. - 13:58 Giving opportunities: Working with passive investors. - 16:22 Different taxes that someone in real estate, particularly multifamilies, need to settle. - 18:33 Getting your own mortgage. - 22:20 The structure: How does it work? - 25:02 What's the difference? 29:01 His why: The goal for him and his wife. - 32:02 The best way to reach out. - 34:35 Review, Subscribe and Share If you like what you hear please leave a review 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

Have you heard about digital products? Did you know that selling digital products can be a passive income? Anna discusses more how she started selling and marketing digital products as her main business niche with Curtis. She also reiterates the value of investing in yourself and how building an automated webinar funnel helped her to save time, money, and effort in reaching out to a wider audience. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Alma Bradford https://almabradford.com/ https://www.instagram.com/almajbradford/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes How Curtis met Alma. - 0:24 Alma's background and the ways she helps people. - 1:21 Getting into the world of digital products. - 5:35 Investing in herself: Investing in courses and training and working with mentors. - 7:27 Building an automated webinar funnel. - 11:31 Things that she shares and teaches to other people. - 18:24 The problem of many people selling digital products in the online space. - 26:30 Where should you start investing? - 29:37 Alma's philosophy. - 32:23 People will pay a lot of money to solve very urgent problems that keep them up at night. - 34:19 Tools and things that Alma directs people towards. - 38:58 How to find an idea for your business. - 43:13 Where to get in touch with Alma? - 45:31 Review, Subscribe and Share If you like what you hear please leave a review 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 does it take to buy an already established business? How can you determine if the business you're trying to acquire can give you financial opportunities? Curtis interviews Ryan Condie and they discuss how to buy an online business. They also talk about how to find and evaluate and build a lifestyle business, Ryan reiterates that even if you don't have the skillset, if you know the ins and outs of the business and you have people in your network whom you can tap, you can grow and excel in eCommerce. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Ryan Condie https://podcasts.apple.com/us/podcast/lets-buy-a-business/id1506985601 https://www.linkedin.com/in/ryancondie https://twitter.com/ryanpaulcondie Buy Then Build Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes How Ryan Condie started making money. - 0:32 Opportunities that allowed him to structure deals. - 2:58 The skillset that you need to have to grow and excel in eCommerce. - 7:05 The lower-end things that people could start with and how they can start with their research about it. - 10:46 Seller Discretionary Earnings or SDE. - 15:09 What Ryan is looking for in the businesses he's looking to acquire. - 17:06 Can he get the things he's looking for with just a conversation? - 22:04 It takes skills to get rich. It takes money. - 27:39 An important thing to think about: You can't measure somebody else's gain and someone else's gap. - 32:53 Where to find Ryan. - 35:18 Review, Subscribe and Share If you like what you hear please leave a review 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 does it mean to be House Rich and Cash Poor? Curtis invites Matthew Sullivan to discuss a unique and new concept when it comes to homeowners getting cash from their real estate properties with no interest and monthly payments. Matthew provides more information about Home Equity Contracts, how it works, and what the processes are. He also differentiates Home Equity Contracts from Mortgages and why more homeowners should take advantage of this. Additionally, Mathew mentions that it does not only allow a cash flow to the property owners, it also allows investors to buy and sell through their website. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Matthew Sullivan https://www.quantmre.com/ The WEInvested Podcast Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is Matthew Sullivan? - 0:14 What does it mean to be House Rich but Money Poor? - 2:08 Equity in the balance sheet perspective. - 4:28 How does it work? - 5:04 What happens when real estate depreciates? - 8:04 Reason why this agreement is not popular and not everyone has heard of it. - 9:11 Differences between home equity products and mortgages. - 10:43 How do they protect themselves against reverse mortgages and the risks? - 15:27 Customer profiles who use their services. - 19:20 How fast is the process? - 21:46 Is there a variation between the rate of return of the appreciation that they're looking for to create their ROI as a company? - 25:51 The biggest questions they're getting. - 28:36 Is it the next biggest real estate asset class on equity contracts? - 36:18 Investing is a plan, not a product or a procedure. - 42:26 Best way to contact Matthew Sullivan. - 43:06 Review, Subscribe and Share If you like what you hear please leave a review 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

Money is more clearly seen in your mind than in your eyes. Believe it or not, money is more of accounting and learning than investing and gambling your money. You need to learn more about the investment you'll be entering than just pushing your money to the investment and waiting for it to grow. To learn more about note investing, Curtis invites Martin Saenz to discuss what really the space is all about. Martin shares his insights about how risky note investing is and how it is different from other forms of investment. He also answers important questions surrounding credit investors and the minimum investment should you plan to start. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Martin Saenz https://www.bqfunds.com/ https://www.linkedin.com/company/bequest-funds Rich Dad's Guide to Investing by Robert T. Kiyosaki Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is Martin Saenz? - 0:24 What is note investing? - 1:28 How Martin got into the note investing space. - 7:05 The four asset classes. - 9:09 Did Martin's MBA prepare him to be in business for himself? - 11:25 How risky is note investing? - 12:31 The three rules of investing. - 14:38 Martin's way of handling the economic downturn? - 15:51 How is note investing differently? - 19:29 Credit Investor: Who is it and how to find more information. - 24:45 The minimum investment. - 26:25 Investing in areas because it's easy to invest in will not allow you to learn the fundamentals and be an investor. - 31:21 How to get more information about note investing and Martin Saenz? - 34:14 Review, Subscribe and Share If you like what you hear please leave a review 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

Are you prepared to leave your legacy behind? Dying without a trust or a will for your estates can be costly, especially for your loved ones you'll be leaving, but what's the best option? Natalie "Money Momma" Goldberg joins Curtis to talk about wills, trusts, and asset protection. She runs down the differences between different trusts and which one can work for you, depending on your needs and requirements. She also reiterates the value of putting everything on paper not only for your protection as the policyholder but also for the peace of mind of the loved ones you'll be leaving behind. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Natalie "Money Momma" Goldberg https://www.goldbergllp.com/ https://www.linkedin.com/in/natalieelishagold [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Introducing the guest: The supermom, Natalie "Money Momma" Goldberg. - 0:29 The importance of asset protection. - 1:05 Trust is the number one vehicle for asset protection. - 2:42 Why are people doing Medicare trust? - 4:14 Is Domestic Asset Protection Trust revocable or irrevocable trust? How does it work? - 6:53 There are different kinds of trusts, depending on the situation. - 8:43 Living a legacy of wealth and the wisdom that comes along with that. - 10:05 Can you have more than one pour-over will and revocable trust? - 12:44 Do you need to change your pour-over will if you're now an investor? - 15:01 The purpose of business is to buy real estate. - 18:35 Two types of cases in California that are constantly being bought. - 20:04 The best way to reach out to Natalie. - 20:44 Review, Subscribe and Share If you like what you hear please leave a review 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

Are you confident with your budgeting techniques or do you always find yourself asking: "Where did I put my money, why am I always short?" Budgeting can be a challenge, especially when it comes to looking for a system that works for you. In today's episode, Curtis welcomes Ryan Clark, and together, they talk about a unique approach when it comes to keeping and maintaining a budget: Qube Money. Ryan shares how he manages money. He also reiterates why you need to create a plan, not only for budgeting but also in your business and with your family. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Ryan Clark https://www.linkedin.com/in/ryan-j-clark/ https://www.instagram.com/qubemoney/ https://www.stackingbenjamins.com/qube-money-966/ The Order of Wealth Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Introducing Ryan Clark. - 0:09 There are a lot of great tools out there, but what's missing? The guide or expert knows how to use it and to start scaling. - 1:46 The passion for helping people achieve their purpose and help them reach their intentionality and growth mindset so that they can be more of who they want to be with money. - 3:21 How does he manage his finances in the electronic world? - 5:43 How Qube Money created a system mixing cash envelopes and technology. - 8:57 The reason why budgeting for couples fails. - 12:32 Once you start with budgeting, your life will change: But remember, you have to make savings a priority. - 16:40 How Qube works. - 19:49 Introducing budgeting and money-related topics to kids. - 23:56 Exploring: More information about Ryan's book. - 27:40 Believe in the transactional power of cash: Having cash available to do stuff, to invest in things that you know and understand is so much more valuable than the 5 to 8% that you're making in the market. - 31:09 What makes Qube unique? - 34:41 How to start using Qube in your business? - 37:51 Review, Subscribe and Share If you like what you hear please leave a review 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's your priority when it comes to growing your business? Can you possibly maintain a healthy balance between your personal and business life? Curtis welcomes Jen Du Plessis to talk about her success story of building a business and having a life at the same time. Jen helps mortgage loan officers, business owners, and real estate agents who are overwhelmed, stressed out, and sabotaging their personal lives for the sake of their business to multiply results in record time and have the courage to say yes to their personal lives (which sometimes means saying no to clients). She shares the unique process she follows: the Referral Partner Strategy and how she networks and screens clients. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Jen Du Plessis https://www.jenduplessis.com/ https://businessboostermastermind.com/ https://podcasts.apple.com/us/podcast/success-to-significance-life-after-breaking-through/id1512731230 https://podcasts.apple.com/us/podcast/mortgage-lending-mastery/id954052959 Impact: Inspiring Motivational Powerful Acronyms for Cognitive Thinking Step into the Spotlight to Expand Your Influence and Attract the Right Clients Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Introducing the guest today: Jen Du Plessis. - 0:15 How Jen was able to build a business and have a life at the same time. - 1:18 Telling others: Live your legacy while building it. Work on purpose or purpose with passion. - 5:16 The first step in cracking the code: Clarity. Finding the why can be a challenge for people. - 7:37 Ask yourself: What are your core values? - 8:54 Make your life the steel and your business the rubber. - 12:30 Stop selling everything to everyone because you're selling nothing to no one. - 13:08 What's Referral Partner Strategy? - 19:44 Networking and Screening clients: Asking the four questions. - 27:55 Figuring out to what caliber you're willing to give yourself, your energy, and your time. - 31:39 Being a client advocate. - 34:22 Grouping clients: Figuring out if they are someone who can connect with Jen or if they'll give referrals. - 36:42 Live the life you want on your own terms. - 42:49 Where to find Jen? - 44:39 The Key: Move to a strategic partner piece. - 48:39 Review, Subscribe and Share If you like what you hear please leave a review 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

Franchising is not for everyone. However, it can be a good stepping stone for people who want to give owning a business a shot. Curtis and Jon talk about franchising as a better path to business ownership for many. They discuss the wide world of opportunities across the industries that many are not aware of, many of which complement real estate investing. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Jon Ostenson https://franbridgeconsulting.com/ [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes What Curtis AND Jon will be talking about today. - 0:23 Introducing the guest today. - 0:55 Why is franchising hot? - 2:16 There's no guarantee, only opportunity. - 4:02 Pros and cons of franchising. - 6:17 What are the other non-food franchising sectors that are resonating with clients? - 12:17 You go to business not to create jobs but to live life on your terms. - 15:02 Financial freedom is being able to like how you want to live from the income from your personally invested assets. - 17:52 What's my best option? Some of the ways are not to use up all your cash, but still, get into franchising. - 21:17 How to know which is the best franchise to select? - 22:09 The two strategies: What if the previous franchisee wants to franchise another business that is different from the initial franchise? - 25:05 The next step for people who want to give franchising a try - 28:23 Review, Subscribe and Share If you like what you hear please leave a review 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 have to gamble every time you're making an investment? Are there really good and bad investments? Curtis and Barry James talk about this and more in today's episode. Barry shares what are the money decisions that work for him. He also tackles the dangers of making immediate investment decisions, particularly target-date mutual funds. Not only that, Curtis and Barry also discuss the secrets of what they do and how you can apply them to your personal economy and future decisions when it comes to your hard-earned money. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Barry James Dyke https://www.barryjamesdyke.com/ https://www.youtube.com/channel/UCMgvWBPowk4xZ-hcfh9-SUw https://www.facebook.com/thepiratesofmanhattan Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Barry James Dyke's Background and Mission. - 2:20 Welcome to the casino world: What works for Barry James Dyke. - 6:39 There is no financial product that will take you to glory. - 12:27 Being laughed at: How a big media company laughs at his idea and research. - 13:22 You have to practice and work at improving your skillset. - 18:19 People who make the most money invest in themselves. - 19:33 Most people are gamblers, speculating when it comes to investment. - 23:36 What are the dangers of target-date mutual funds? - 29:00 People are fundamentally out of order in terms of where they're taught where to invest first and not save. - 33:24 What's his overall conception of Indexed Universal Life insurance. - 40:33 What's new and where to find Barry? - 46:00 Have more capitalism for yourself. - 49:26 Review, Subscribe and Share If you like what you hear please leave a review 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

As you get older, you may start to think: "What's the best way to invest my hard-earned money?" or "Am I ready for my retirement years?" These questions are the center of Curtis and Sanjay Hegde's discussion. Sanjay started from the bottom and worked his way up to where he is now. He shared his beliefs that you don't need a lot of money in order to start investing and be financially free. Sanjay also discussed the best investments to make and how you can be an educated investor. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Sanjay Hegde https://blueringinvestors.com/ https://www.linkedin.com/in/sanjay72 https://www.facebook.com/Blueringinvestors/ https://www.youtube.com/channel/UCDw7c2ToFHYkYvhyMwk_tjQ https://www.instagram.com/blueringinvestors/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Introducing Sanjay Hegde - 0:20 Transitioning to being an investor. - 1:17 Work begets work. - 5:04 Even if you don't have a lot of money to invest, if you have little money, you can still bring that to the table. - 9:27 The two types of partners. - 10:37 What makes senior residential facilities and student housing great investments, especially when you're trying to pull your capital? - 15:42 Investing is a plan, it's a process. It's not a product. - 22:10 The Aha Moment: Moving from making a fairly decent income to what he is now. - 23:00 How to get money through multi-family investment. - 26:01 The two types of investors. - 29:57 Goal: Making sure that the investors are educated enough before they put their hard-earned money into investing. - 31:44 Where to find Sanjay? - 32:51 Investing is not about buying something, it's about becoming something. - 34:22 You don't have to be super-wealthy to be financially free. - 37:05 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Curtis and Kent spoke about the social impact of real estate investing. Kent is a former management consultant, start-up owner, and corporate executive turned full-time real estate investor and operator. Kent has achieved financial freedom and is now on a mission to empower others to do the same through multifamily investing. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Kent Ritter https://www.kentritter.com/ https://www.instagram.com/ritteronrealestate/?hl=en Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who he is - 2:51 His real estate career - 4:18 You have to invest in your mindset - 8:32 What happens with inflation - 9:43 There are a lot of advantages in multifamily - 12:44 A clean and safe place to live - 27:19 Looking for wealth creation - 29:23 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Curtis interviewed Rod Khleif, host of The Lifetime Cashflow Podcast, about the psychology of success. They walk through his detailed goal setting process and how he teaches people he mentors into successful MultiFamily investors. How do some recover from losing $50,000,000? What is the difference between Achievement vs Fulfillment in your life? Check out this episode to know the answers! Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Rod Khleif https://rodkhleif.com/ https://www.multifamilybootcamp.com/optin-499629341627670408272 https://rodkhleif.com/lifetime-cashflow-podcast/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes You need to know how to think - 1:08 Focus is an important piece - 6:26 Write down what you want to do in this life - 9:32 Learning this business takes some effort - 11:29 Write down who you want to help - 12:05 Everything starts in a place of gratitude - 19:58 Getting specialized knowledge - 22:15 Teaching a weekly planning process - 34:22 Review, Subscribe and Share If you like what you hear please leave a review 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

Dave grew up in poverty and overcame superhero-like obstacles. His story, revealed in his debut book, Laundromat Millionaire – The Grit to Elevate an Industry is a life and business journey that doesn't stop at rags to riches. It begins with a stubborn and obsessive mission to be a business owner with a tenacious and genuine purpose to help others to do the same – even if you also do not have a college degree or perhaps because you have one. Dave teaches the principles of relentless studying of the greats to be a great, and knowing that even if an industry – like laundry – isn't sexy, you can make it so. His initial foray into business ownership was a side hustle alongside his corporate gig with Cincinnati Bell. He found his first business on Craigslist. Once he owned it, he overhauled it from struggling, losing money and outdated, to one that was a valuable proposition to serve as a vital community asset. In essence, he cared – for those who needed this service and deserve it. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Dave Mentz https://laundromatmillionaire.com/ https://laundromatmillionaire.com/about/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Dave's background - 1:24 Money follows value - 4:15 Building their first store from scratch - 5:11 Being an essential community resource - 8:52 What makes laundromats unique - 17:24 Being self-employed or being a business owner - 29:06 Managing your cash flow properly - 32:03 Keep expanding your business - 38:08 Having a podcast with his wife - 40:06 The beauty of the laundromat industry - 43:23 Review, Subscribe and Share If you like what you hear please leave a review 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

Stephanie Walter formed Erbe Investment Group, LLC for the purpose of real estate investing through multi-family and commercial properties. Prior to founding Erbe Investment Group, Stephanie started her professional career by obtaining a degree of a Bachelor of Science in Biology and Chemistry and soon started working in the insurance claims industry for 8 years, specializing in working with contractors, overseeing repairs, and keeping projects in line and on budget with the insurance company. Curtis and Stephanie discuss what the wealthy do differently in regards to money and investments. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Stephanie Walter http://erbeinvestmentgroup.com/ http://erbeinvestmentgroup.com/about-us/ https://www.facebook.com/erbewealth https://www.linkedin.com/in/stephanie-walter-057594196/ https://www.facebook.com/erbewealth Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Creating wealth without Wall Street - 1:27 The people that made click for Stephanie - 4:37 What wealthy people want - 5:33 The accumulation theory - 7:42 Loving to find new investors - 21:54 What is Stephanie reading - 28:40 Review, Subscribe and Share If you like what you hear please leave a review 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

Over 25 years ago, Merrill Chandler—a personal and business credit pioneer and co-founder of Lexington Law Firm—became dissatisfied with the ineffective results of credit repair. Leveraging his extensive knowledge of borrower behavior profiles, FICO® scoring metrics, and lender underwriting requirements, he developed a process that could 'optimize' a consumer's borrower behavior AND improve a borrower's "fundability." He founded GetFundable.com to deliver this revolutionary technology to real estate investors, business owners, and entrepreneurs nationwide. Merrill has helped thousands of borrowers become more FUNDABLE and help them access the capital they need to fulfill their financial dreams. Are You A Real Estate Investor Who Needs Money To Do More Deals? Learn the secrets of getting funded. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Merrill Chandler https://www.getfundablebootcamp.com/bootcamp1?affiliate_id=3239497 https://www.getfundablewebclass.com/go?affiliate_id=3239497&cookiepreview=false&noautoplay=false&nopopup=false [email protected] Podcast: http://GetFundablePodcast.com Book: http://GetFundableBook.com Instagram: https://instagram.com/getfundable LinkedIn: https://www.linkedin.com/company/2852304/ Facebook: https://www.facebook.com/yougetfundable Clubhouse: https://www.joinclubhouse.com/club/get-fundable Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes What people believe of their credit score - 1:43 What's inside of your approval - 3:01 When lenders lose money - 4:32 Paying on time - 12:03 The fake scores - 15:17 We want to partner with banks - 28:32 Review, Subscribe and Share If you like what you hear please leave a review 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