The Practical Wealth Show

David works with Unique Advantage as an advisor, doing Principles-Based Planning. Curtis and David discuss how to deal with student debt. 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 David Mullen [email protected] https://uniqueadvantage.biz/contact/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes David's background - 1:32 Being a certified financial planner - 2:28 Student loans are a big deal - 3:26 There's good debt and bad debt - 6:45 Examples of good debt - 7:45 What financial institutions are doing - 14:23 Teaching the value of work - 16:48 Money is not math, math is not money - 17:04 The cost of not paying interest - 19:48 You have to start with why - 27:29 Understanding how the money works and flows - 30:10 You have to switch your thinking - 34:19 What's principle-based planning - 45:13 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

Brian was born in New York and moved to Florida at age five and spent most of his life there. He attended Florida State University, and then at the age of thirty, he moved to Chicago. Brian has been there for seventeen years now and has a wonderful wife, Katie, who he's been married to for ten years. They have a nine-year-old son named Will. They love spending time together and taking family vacations, just the three of them. In his spare time, Brian likes to play golf, read and play sports with his son. BKW Property Solutions was started to provide flexible real estate solutions for both buyers and sellers. They serve the Greater Chicagoland area and help buyers realize their dream of owning a home. When Brian and Katie experienced many of the common challenges of selling their own home many years ago, they knew there had to be a better way. That is the foundation of BKW Property Solutions and we look forward to serving your needs. There is a better way! Brian is also the Strategy Expert for Smart Real Estate Coach. After spending 25+ years in the corporate world, Brian finally decided to get out of his own way and pursue his dream of running his own business. In this role, Brian helps other aspiring entrepreneurs carve out their path for financial freedom using creative financing strategies in real estate. Curtis and Brian discuss and review his business of helping buyers and sellers with creating financing and how he helps other people achieve their goal of scaling 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 Brian O'Neill [email protected] http://bkwpropertysolutions.com/ Facebook: https://www.facebook.com/bkwpropertysolutions/ Instagram: https://www.instagram.com/bkwpropertysolutions/ LinkedIn: https://www.linkedin.com/in/brian-o-neill-5069216/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes A mindset that has to happen - 3:21 Going to college and getting a new job - 4:13 Being sick and tired - 5:32 The real estate business space - 6:03 Finding individuals that are the "ideal buyer" - 13:50 We're looking to help and solve problems - 15:16 About scaling - 18:28 Figuring out what do you want for your life - 25:54 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Curtis interviews Courtney Fricke, a very successful real estate investor. She talked about strategy and tactics on how to run your real estate business and how to scale. 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 Courtney Fricke https://linktr.ee/Courtneyfricke [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Knowing how to do the hard work - 2:48 How to find great deals - 4:17 People trying to get into real estate - 5:07 Trying to build wealth through real estate - 6:10 Income is not wealth - 7:46 Learning resources - 14:48 You need motivation: find the most motivated sellers - 21:33 Finding and structuring deals - 27:32 Think on what you're trying to do - 41:10 Doing things by design and not by default - 42:06 Define what success looks like for you - 45:07 Get in touch with Courtney - 53:22 Being a huge reader - 55:00 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

Growing up in inner city Philadelphia Jimmy Williams was taught the importance of community and how to create value by being of service. Initially, he wanted a career in politics, but after learning how business controls politics, he decided to dedicate his life to improving his community by helping families create wealth. He holds or has held licenses in Real Estate, Securities, Life Insurance, and Real Estate Valuation. He is also a Certified Bitcoin Professional. Since 2000 he has used his education and experience to help families build wealth. Jimmy's work has afforded him the opportunity to speak publicly on various topics and in multiple countries. Jimmy founded Buy The Hood with the intention of using the platform to not only help build a community of financially conscious investors but also to highlight members of the community who have a positive impact. In this episode, Curtis talks with Jimmy about Buying the Hood Empowerment through entrepreneurship, leverage, and education. 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 Jimmy Williams [email protected] https://buythehood.com/bthwebinar47549988 https://www.instagram.com/buythehood/ https://www.facebook.com/BuyTheHood/ https://www.youtube.com/c/BuyTheHood/videos Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes The most valuable asset is time - 7:17 Leveraging time - 7:37 How do you leverage time? - 10:02 What's wealth - 16:31 Building your success - 26:40 Curtis' favorite asset class is business not real estate - 28:31 Figuring out a system - 31:56 Whatever you do, take action - 37:43 Thinking from a prosperous mindset - 44:28 You should invest in yourself - 47:03 Get in touch with Jimmy - 49:18 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

Jhanel Wilson is a chemical engineer turned real estate investor and entrepreneur. After seeing that the skills making her a boss chemical engineer could make her a boss real estate investor, she chased her passion and never looked back. Thanks to her devotion to do more, she now owns over $10 million in real estate. As CEO of The Savvy REI, she shares her 16+ years of hard lessons & personal strategies to help people understand, master, and succeed with real estate investing. Curtis interviews Jhanel Wilson about her journey as a real estate investor. They talk about using leverage and velocity of money to build financial freedom. Jhanel also specializes in pandemic proof investing. Check out her strategy! 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 Jhanel Wilson https://linktr.ee/Jhanel.Wilson https://www.instagram.com/jhanelwilson/ [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Her background - 2:00 How she got started - 5:11 Her favorite asset class - 7:42 Investing is not about buying something - 9:11 The velocity method - 14:35 What's velocity - 17:30 Teaching people that there are different types of life insurance - 30:07 There are always two sides of every coin - 32:00 Having the same view about money - 35:31 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

Michael "Mike" Morawski is a 30+ year real estate investment veteran. He has controlled over $285,000,000 in real estate transactions. Mike is an entrepreneur, author, real estate trainer, public speaker, and personal coach with a strong, personal resilience, and a deep desire to help others live an extraordinary life. He has coached hundreds of real estate investors to fulfill their dreams. Michael began as a general contractor in the Northwest Suburbs of Chicago with $5 mm in annual revenue. He sold his company and then took some time off to decide what to do next. Michael entered the real estate industry as a sales agent building a team of agents and support staff that produced over $20 mm per year in sales production. In 2005, Michael started a private equity firm, raising $18 mm in private equity and acquired $60 mm in multi-family apartments including 4,000 units in five different US markets. As part of the company's growth, Mike built and developed a property management division that managed 7,500 units. 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 Michael Morawski https://mycoreintentions.com/team Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Being an entrepreneur all his life - 3:36 Applying some basic principles - 4:41 Being passionate about multifamily - 8:08 What real estate really is - 9:17 Can people start with a multifamily? - 13:13 You have to learn something new - 18:41 Having an exit plan before you buy - 21:31 There are different ways to exit from a deal - 22:27 Real estate is powerful - 24:31 Being in prison - 34:24 Starting to go to the gym - 35:19 Having some savings - 38:29 Making smart choices - 40:48 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 Lori Granito about how she built her business. She has been 4 times TEDX speaker and 2 times entrepreneur of the year award winner. 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 Lori Granito http://www.lorigranito.com/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Her background - 3:41 When her restaurant collapsed - 7:12 Asking for help - 15:04 Leaving Hong Kong - 15:45 The coaching world - 16:43 Her third TED talk - 18:40 Your number one asset is you - 21:31 Money is a result of creating value - 21:50 Many entrepreneurs do not like to look at numbers - 30:55 Doing the things that you like - 34:55 Stop having people pay you for an hour for this… - 43:34 You have to know how much you want to make - 47:00 Find help to scale your business - 49:23 Your best investment is you - 52:33 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

Curtis and Lisa explore turning your talents into revenue. She tells us her story from corporate to full-time business owner. 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 Brooks https://cheflisabrooks.com/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Being a single mom with no degree - 2:18 Loving to cook - 2:38 Creating an atmosphere of service - 7:02 You create your own value - 7:42 Not being reactionary in business - 9:35 What was her number one goal? - 11:23 Invest in education - 22:29 You can choose to stay in a situation or not - 24:17 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 Kyle Christenson explore the natural tendencies that keep people stuck financially. What can you do to become financially independent? Check it out in this episode! 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 Kyle Christenson [email protected] https://personalfinancialsnapshot.com https://www.linkedin.com/in/kyle-christensen-45788b3b Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Being financially independent - 2:32 Reaching financial freedom - 3:44 Get something for nothing - 4:48 What real investing is - 7:39 Investing is about becoming something - 8:58 What's success? - 12:31 Accountability is an essential ingredient to success - 14:02 Saving money should be automatic - 16:03 Playing the game people wanted to play - 19:30 Knowledge is what empowers people - 20:02 Your pain-free approach - 20:37 What's the best financial plan - 24:39 We need to diversify first - 25:47 Focus on compounding interest - 39:09 How financial planning is done - 47:21 Becoming financially free - 50:57 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

Curtis and David discuss how you can use social media to expand your business and get your message heard. David Simons is an entrepreneur and media enthusiast who utilizes his offline and online skills to promote brands, increase businesses, support causes, and build relationships. He's passionate and excited about social media, and his success and energy have attracted Fortune 500 companies, non-profits, churches, and entrepreneurs, all coming to seek his help and assistance in building their own strength and power through social media. 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 David Simons [email protected] http://www.kingdombusinesssolutions.com/ https://www.linkedin.com/in/daviddsimons/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Always interested in business and media - 4:38 Be great at what you do - 6:47 There are principles, strategies, and tactics - 14:12 Building credibility to work with people - 17:51 The first level of trust - 21:41 How to grow a message - 26:27 What to learn from the pandemic - 29:51 Educate people on target marketing - 31:03 You have to understand and respect the process - 32:01 About advertising - 32:57 Opportunities for business owners - 34:35 Get in touch with David - 45:55 Review, Subscribe and ShareIf 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 Dr. Faye spoke about how she helps entrepreneurs and faith-based organizations expand revenue opportunities and get the right mindset for success. Curtis' motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Dr. Faye Wilson [email protected] https://www.boldnewbeginnings.com/ http://globalacademyinternational.com/ Phone: 1-870-594-7900 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes You have to monetize your message - 1:14 What she teaches - 2:10 Why are people struggling monetarily? - 3:09 The American Dream - 6:12 Playing the game and winning - 7:35 Money follows value - 14:26 You have to think and listen - 16:00 What social workers do - 18:37 Security is the ability to produce - 22:57 Investing in a skillset - 28:43 How she helps and coaches people - 30:55 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

Curtis talks with Eli Smith. They share Eli's experience and progress as a second-generation business owner. Eli Smith is an award-winning contractor who founded and runs successful businesses in construction and real estate development. A committed and energetic entrepreneur, he is following in the footsteps of his parents who were successful business owners for over 40 years. Eli is hopeful that one day one of his own 5 children will be inspired to make a difference in their community by starting their own 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 Eli Smith http://www.esmithcontractors.com/ http://www.esmithcontractors.com/our-history/ [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Eli's background - 1:51 You have to have the infrastructure - 8:23 The lack of capital - 10:09 Not being afraid to take chances - 12:38 We have to allow our people to fail - 16:39 What's the purpose of being in business - 19:58 Following your passion - 28:56 The mental growth that we need to have - 32:26 You have to maximize your time - 33:31 His company - 37:21 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 talks about principles and how you can apply these principles to create financial freedom. He also dives into the 4 pillars of financial security. 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 PWEALTH to 1-833-422-0250 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Feeling anxiety and implementing principles to create financial freedom - 1:26 Where should you invest? - 2:32 Start with the "what" - 3:31 About investing - 4:20 Creating economic independence - 5:13 The 4 pillars of financial security - 5:53 The lack of capital - 6:46 Strategy is the "how" - 11:07 Living life based on principles - 12:19 Curtis's philosophy - 15:13 What are your principles? - 16:21 Financial principles - 18:28 You have to think strategically - 20:06 The three rules of investing - 29:05 Getting out of debt creates wealth - 31:22 What's the velocity method? - 34:04 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

John discusses his journey from corporate to business. John Casmon is a real estate entrepreneur, who has partnered with busy professionals to invest in close to $90 million worth of apartments. John also consults active multifamily investors to help them start or grow their business. He hosts the Target Market Insights: Multifamily + Marketing podcast and is the co-creator of the Midwest Real Estate Networking Summit, a no-pitch event to connect like-minded investors. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with John Casmon https://www.casmoncapital.com/ https://www.instagram.com/jcasmon/ https://www.facebook.com/jcasmon21 Passive Investing Article https://www.casmoncapital.com/post/benefits-of-passive-real-estate-investing Sample Deal - https://www.casmoncapital.com/sampledeal [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes What John does - 2:12 Looking to create passive income and diversify - 4:18 Your goal is to create more freedom - 4:42 You need to be clear on what you want - 6:46 What success looks like to you - 7:32 Who you have to be to invest - 10:57 Your time is valuable! - 12:05 Investing in real estate - 12:45 When his network started to expand - 14:56 You have to build your team - 17:59 You have to build your own confidence - 21:07 Activity produces knowledge - 22:33 What happened with the pandemic - 26:51 How to create wealth - 28:12 Reach out to John - 36:44 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

Curtis May interviewed Philip Arthurs, host of the Business Minor Podcast. He shared some great insight about growing through acquisition tips on finding, analyzing, and closing business deals. Philip is an investor, entrepreneur, certified public accountant, and experienced advisor who thrives on helping others succeed! He has served numerous public and private companies in roles such as a transaction advisor, turnaround/restructuring advisor, external financial statement auditor, internal auditor, internal controls consultant, CFO, and Corporate Controller. Philip owns multiple companies and has helped many others buy and sell businesses. 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 Philip Arthurs https://www.thebusinessminer.com/practicalwealth https://www.thebusinessminer.com/ https://www.linkedin.com/in/philiparthurs/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Philip's background - 1:23 His mom as his inspiration - 2:40 His interest in buying businesses - 6:04 Successful people have a great mindset - 7:54 Hiring a consultant is very expensive - 11:13 Wanting to give, give, give - 13:30 You have to protect your time - 31:34 Get your mind right - 34:47 Using the money of the business to pay off debt - 38:00 Cash is your oxygen - 42:42 Get in touch with Philip - 48:38 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

Carlos is the guy that stops the IRS and State from destroying your life and the lifestyle you're working hard to achieve. When the IRS or the State of California starts sending you letters, they are NOT going to stop until they get every penny they are owed. The IRS does not send idle threats. Every letter is a ticking time bomb - a PROMISE that they are coming for their money. The IRS absolutely NEVER gives back the money* they take so it's always best to take action before they've emptied your accounts. Learn more about it in this episode! 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 Carlos Samaniego [email protected] https://www.taxdebtconsultant.com/ Text: 33777 with keyword IRS Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Carlos's role and speciality - 1:45 Taxes as a nightmare - 4:02 The IRS - 5:42 How do you pre-plan? - 7:33 IRS and tax returns - 13:20 Look at your specific situation - 21:34 What happens if you're a small business owner - 22:54 Keeping things separated - 26:07 Taxes as our biggest expense - 28:24 IRS has too many options - 33:20 Get in touch with Carlos - 35:28 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 talks about some of Walter Williams's quotes from the article "30 of Walter Williams's Best Quotes on Liberty, Rights, Property, and Coercion". 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 https://fee.org/articles/30-of-walter-williamss-best-quotes-on-liberty-rights-property-and-coercion/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Check out Walter's quotes - 3:48 What's NOT Capitalism - 4:30 Curtis' definition of social justice - 7:11 What disappoints Curtis - 7:43 Your job is to protect my rights - 9:15 Mitigating your taxes - 10:36 Democracy vs. Republic - 12:05 Liberty and Justice for All - 12:57 Money follows value - 13:27 Talking about poverty - 17:37 Liberty vs. Coercion - 19:44 About sales - 22:49 The Velocity Method - 23:57 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

Curtis talks with Brandon Barnes about wholesaling, how to find deals, and make lots of offers. Brandon Barnes is a real estate investor and owner of REI Live! Atlanta, a monthly meetup group. After being fired from his job as a production supervisor, he made an immediate pivot and chose to become a real estate investor and master the strategy called wholesaling. 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 Brandon Barnes [email protected] www.sendmoreoffers.com Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Brandon's background - 1:53 Wholesaling as a great path - 3:25 What is wholesaling - 8:48 Who is his customer - 13:08 Brandon's strategy - 14:40 Deals with wholesaling - 23:32 Brandon's goal - 27:52 His meetings using zoom during the pandemic - 32:21 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

Curtis has the privilege of being interviewed on Financial Thursday Radio Show in Atlanta. He discusses the accumulation theory vs the velocity method. He talks about the practical blocks of how to make money. You will learn Curtis' wealth rules, what economic prosperity is and the principles of personal finance. 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 Wealth of billionaires - 1:28 Accumulating wealth without Wall Street - 3:10 What are the wealth rules? - 5:28 What is economic prosperity to Curtis? - 10:28 What are the biggest challenges for business owners and families? - 12:47 Curtis' teachings - 15:11 5 principles of personal finance - 19:08 What are the 4 components of the ideal financial plan? - 26:10 What are the 4 rules from the banks in Wall Street and why are they bad? - 27:40 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

Brent Bowers is an investor and coach with a focus on buying and selling vacant lands and how it differs from investing in single-family or multifamily homes. Through vacant land, you can achieve a life of financial freedom and legacy wealth for you and your family. Are you ready to get started? Listen to this episode! 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 Brent Bowers http://thelandsharks.com/ https://www.instagram.com/brentlbowers/ https://www.facebook.com/brentlbowers1/ https://www.linkedin.com/in/brent1/ [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Brent's background - 1:38 Making money with vacant land - 6:00 How to localize properties - 8:22 His biggest fear - 11:25 Why invest in vacant land? - 15:37 Building your team to scale - 17:28 Tips to buy land - 19:43 How to find those lands - 23:17 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

Andrew Millar is a franchise sales specialist with uBreakiFix, an up and coming tech franchise. After moving to the US from Scotland and seeing a lack of stability in so many markets, Andrew found that there were unlimited opportunities within the still young tech franchise industry and specifically the uBreakiFix brand. He is passionate about helping prospective franchisees explore the idea of investing in a franchise and helping them determine if it's the right fit for them by providing franchise sales consulting. Andrew enjoys connecting with prospective franchisees and new franchisees to help guide them through the process of achieving financial freedom for themselves and their families. Curtis and Andrew discuss the power of franchising and 5 tips for prospective franchise owners. 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 Andrew Millar [email protected] https://www.ubreakifix.com/ https://www.facebook.com/ubreakifix https://www.instagram.com/ubreakifix/ https://www.youtube.com/user/ubreakifixco Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Andrew's background - 1:21 More about franchises - 8:12 What they do when they meet someone for the first time - 9:26 Franchise opportunities in the US - 11:09 The tech industry is still young - 14:55 The pandemic world - 18:18 Get in touch with Andrew - 21:31 The four assets classes - 24:42 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

Kamil and Curtis discuss his knowledge in the crypto space. They discuss the different types and how to make money. Learn everything you always wanted to know about making money with Bitcoin and Cryptocurrencies with Kamil. 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 Kamil Salter https://course.thecryptocraft.com/courses/the-cryptocraft?ref=fb4522 [email protected] https://www.linkedin.com/in/kamil-salter-b0379b23 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Kamil's background - 2:26 Generating more income - 8:50 About cryptocurrency - 11:49 Inflation - 15:52 Trading cryptocurrencies - 20:25 Creating money with your mind - 33:47 Skills that he has learned with crypto - 36:32 You have to have a security strategy - 39:11 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 talks with Curtis Jenkins to discuss his book The Only Job Search Book You Will Ever Need: How to Market You. They dive into the 4 P's of marketing yourself so that you know how to negotiate better pay with your employment and how to negotiate your value. After Curtis Jenkins helped hundreds of people with their job search across the US, it made sense to consolidate the materials and experience in an easy to read guide to reach countless others. The result is a book titled The Only Job Search Book You Will Ever Need: a guide to helping people use marketing techniques to gain an edge on their career aspirations. 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 Curtis Jenkins https://www.cljassoc.com/ [email protected] https://www.linkedin.com/in/curtis-jenkins-pmp Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Curtis Jenkins' background - 0:30 What made him write the book - 4:12 Knowing how to plan and being a natural teacher - 5:35 Security is the ability to produce - 8:50 One of the best project managers you'll ever meet - 9:55 An easy person to work with - 10:44 Think about your brand like something holistic - 11:13 How to brand yourself - 12:09 Security is the ability to produce - 15:52 The four P's of marketing: product, price, position and promotion - 16:54 Continuing to grow - 20:44 Mentors and sponsors - 23:01 There are two sides of every business - 25:45 You have to know and learn the business - 30:07 Mistakes that a lot of people make - 35:30 His thoughts about the pandemic - 38:56 What job security means - 45:10 Curtis' next book - 47:46 Get in touch with Curtis Jenkins - 51:11 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 Jonathan believe there are six ways you can protect your assets and privacy, depending on the value of your personal and business assets. Jonathan Feniak is an attorney and partner at https://coloradollcattorney.com/ In this position, he helps business owners at nearly every level and in nearly every industry with asset protection, estate planning, and business formation. Beyond business owners, Jonathan also helps activists of all political persuasions to legally protect themselves. 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 Jonathan Feniak [email protected] https://coloradollcattorney.com/ https://www.linkedin.com/in/jonathanfeniak?challengeId=AQGrAtaWcPbaUgAAAXVvNopNHtGmdFsa95JCJXJiv1u0_HOK-zDT6dd-urfrtjQp1NiYvV0j8rMl7VmP5yG5vpUcGaqqKmBbJA&submissionId=adff35e1-3928-4216-2ed8-e28b949aba02 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Creating the proper structures - 1:01 Jonathan's background - 2:29 Six ways to protect your assets - 7:27 Asset protection laws - 17:40 Having an insurance policy - 21:45 Doing crazy things when you do not have money - 24:14 Equity in a property - 26:59 Figuring out what is appropriate to an individual - 31:50 Get in touch with Jonathan - 39:00 Learn more about asset protection - 39:54 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

Gull is looking to help everyone break free from their limiting beliefs about money so they can live a life of unlimited abundance by learning her 3 steps to Cashflow Mastery. Gull Khan is a former Banking and Finance Lawyer, who left her corporate job to pursue her passion and become a Money Mindset Expert and Healer. She successfully overcame her battle with dyslexia and then completed her Law Degree at Queen Mary, University of London. She then went on to become a Barrister with Middle Temple (UK), Attorney with the New York Bar, and a fully qualified Solicitor with the Law Society of England and Wales in the UK. If all that wasn't enough, Gull is also a trained Intuitive Life Coach and a certified Emotional Freedom Technique (EFT) expert, with a special focus on money in each discipline. Gull has helped hundreds of men and women to heal their money stories and to manifest between $2,000 to $830,000 within 8 weeks! 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 Gull Khan http://www.gullkhan.com/ [email protected] https://uk.linkedin.com/in/moneymindsetwithgullkhan https://twitter.com/itsgullkhan https://www.instagram.com/moneymindsetwithgullkhan/?hl=en https://www.facebook.com/TheGullKhan/ Phone: 07496-312593 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Gull's background - 2:30 Money is never enough - 8:19 How she truly feels about money - 8:55 Money gets blamed for everything - 11:00 Money means freedom - 12:09 What's your money avatar? - 15:54 Not having a negative impact on money - 16:29 Money comes and goes - 18:11 Building better relationships - 25:04 Manage your money better - 34:28 3 step cashflow mastery - 41:39 Get in touch with Gull - 43:38 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 talks about economics and scarcity. He explains why before consumption, it has to be production. 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 Talking about economics - 2:22 Having a philosophy about money - 4:25 What about the 1%? - 5:02 About inflation - 6:07 Security is the ability to produce - 9:41 Becoming financially independent - 16:24 Changing the system - 20:53 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

Edna and Curtis discuss her journey from a single mom at age 16 to a multimillionaire real estate entrepreneur and coach and how she helps others achieve financial freedom in 3-5 years. Edna Keep, real estate investment teacher and author of Multiple Ways to Wealth: Creating Your Prosperous Lifestyle, has a deep understanding of what investors want in a deal. 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 Edna Keep https://ednakeep.com/get90daysto5k?cookieUUID=47a69716-6dbf-4de3-95df-680d13501120 https://ednakeep.com/ [email protected] https://ca.linkedin.com/in/ednakeep Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Edna's background - 0:55 There are four types of asset classes - 2:42 Robert Kiyosaki's training - 8:15 Edna's transition - 12:11 You have to start thinking a little bit bigger - 13:56 All starts with the mindset - 16:36 A mindset shift - 17:53 What's vendor financing? - 18:56 You have to learn how to talk to people - 22:58 Having a partner - 26:38 You have to do the work - 28:55 You have to focus - 30:54 Get in touch with Edna - 31:41 The plan is becoming financially independent - 36:00 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

This is the second of a two-part series with Sabrina Brooks. Curtis and Sabrina discussed some of the growing pains of starting a new enterprise and specifically some of the things to watch out for when filing claims on your homeowners' policies. Also, they dive into some success stories. 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 Sabrina Brooks [email protected] https://www.linkedin.com/in/sabrina-brooks-07648317b Phones: 267-600-8253 or 267-679-9005 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes What does Sabrina offer - 1:35 What's a public adjuster? - 2:04 Some people think that they are their best advocate - 7:48 The job of the insurance adjuster - 11:40 Why do you need a public adjuster? - 16:55 You need someone to read your policy - 23:41 Being a real estate investor - 25:21 Teaching principles of protection - 28:28 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

This is the first of a two-part series with Sabrina Brooks. Curtis and Sabrina discussed some of the growing pains of starting a new enterprise and specifically some of the things to watch out for when filing claims on your homeowners' policies. 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 Sabrina Brooks [email protected] https://www.linkedin.com/in/sabrina-brooks-07648317b Phones: 267-600-8253 or 267-679-9005 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Invest in what you know and what you can control - 0:55 Sabrina's background - 3:49 Adding value to businesses - 6:52 You are responsible for your success or your failure - 14:00 Having a list of homeowners - 18:56 If you do not know your numbers, you do not know where you are failing - 19:51 Running a successful business - 22:57 Having so many great ideas - 15:19 Her two biggest motivators - 16:41 Promoting wealthy teams - 32:43 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

Just a few years ago, Zack Boothe was a window cleaner. You can even find his window cleaning tutorial videos on youtube with millions of views. Although he achieved success with his window cleaning business, he always dreamt of being a real estate investor. Taking a leap of faith, he walked away from window cleaning, and within a handful of years, he was making over a million dollars per year from real estate investing. Zack now has his own team and spends much of his time giving back and helping others get started in the competitive game of real estate. Zack is passionate about sharing how easy it is to be successful, once you implement a system that consistently produces discounted properties. 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 Booth https://www.youtube.com/c/DFDMastery https://www.dfdmastery.com/replay-opt-in https://www.facebook.com/dfdmastery/ https://www.instagram.com/zackboothe.dfd/ https://www.linkedin.com/in/zackboothe Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes How simple it is to make money - 1:16 It is not an idea, it is hard work - 2:58 Having financial freedom - 20:20 Practice, study and teach - 21:32 Looking for discounted properties - 27:00 What you can find at a discounted property - 30:47 Making you a successful investor - 31:56 Making 40 thousand dollars in 40 days - 33:33 Being successful - 34:53 Having discounted deals - 36:17 His average deals - 37:15 Reach out to Zach - 39:42 There's no obstacle insurmountable to be successful - 40:10 Money follows value - 42:07 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

Curtis and Lindsay discuss the state of the mortgage industry during the "pandemic", what is mortgage insurance and why it helps. Lindsey Johnson currently serves as President of U.S. Mortgage Insurers (USMI). USMI is the nation's leading private mortgage insurance association private mortgage insurance association, comprising five of the six U.S. mortgage insurance companies in the country. As President of USMI, Lindsey works with member companies to advance the value of private mortgage insurance (MI) to borrowers and taxpayers and to promote a sustainable housing finance system backed by private capital. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Lindsey Johnson https://www.lowdownpaymentfacts.com/ https://www.linkedin.com/in/lindsey-johnson-455221a https://twitter.com/lindseyusmi?lang=en Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes About mortgage insurance - 4:54 The myth of the 20% down payment - 6:18 Mortgage insurance payments - 8:01 Know your options - 8:46 What happens today with the pandemic - 13:22 The pandemic crisis - 16:07 The impact of the virus - 20:14 Down payments do matter - 21:09 Putting your capital at risk - 24:03 Qualifying for a mortgage - 26:22 How to build your credit - 28:18 Understanding your credit score and savings rate - 28:38 Being curious about the mortgage industry - 35:09 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 May interviewed Jay and Samera Harvey about their Journey into entrepreneurship. Jay and Samera's academy trains investors on how to close their first real estate deal in under 30 days with little or no money, flipping mobile homes in parks. The numerous student testimonials online prove that their system works and is driven by results. In fact, one of their students was able to purchase a 40 unit mobile home deal for only $8,000 and create a portfolio worth over $250,000 in 90 days on his very first deal. Together, Jay and Samera have created a thriving online community where hundreds of students can support and partner together on deals across the nation. 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 and Samera Harvey https://trailercashacademy.com/ https://www.linkedin.com/in/jay-harvey-a15b0a1a9 https://www.instagram.com/trailercashacademy/?hl=en https://www.instagram.com/sameraharvey/?hl=en [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Helping people discover financial freedom - 0:36 Their background - 1:50 Talking about mobile homes - 4:20 Flipping properties - 7:11 Teaching clients - 12:06 How to leverage mobile homes - 18:40 Explaining financial freedom - 19:00 Training for clients - 26:47 Their favorite books - 29:31 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

Curtis talks with Anna Myers, Vice President at Grocapitus. They discuss ideas about the mindset shift to be successful in multifamily investing. Grocapitus Investments exists to find and present rock-solid commercial real estate investments to their highly valued capital partners. In addition to producing attractive risk-adjusted returns for their investors, they strive to enhance the life of every tenant, team member, and individual that comes into contact with their 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 Anna Myers https://multifamilyu.com/ http://www.grocapitus.com/ https://www.grocapitus.com/#team [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes What Anna does at her company - 1:41 What is Grocapitus? - 2:34 The power of data - 5:20 Empowering advisors with information - 7:06 The value of your home - 10:59 The numbers tell a story - 15:01 Looking at population growth - 18:31 Starting in multifamily - 22:56 You have to learn how to grow - 25:06 How she got into multifamily - 25:39 Setting goals for yourself - 27:06 An amazing time to get into multifamily - 28:16 Finding your passion to create wealth - 30:50 Learning how to play the game - 32:43 Learning more about multifamily - 35:03 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 talks with Sean Tepper about his background, as the Founder and CEO of TYKR. Sean has a unique combination of IT project management and investing. From 2006 to 2011 he operated a small services business, building websites and custom software applications for small and mid-sized enterprises. During these first five years of his career, he discovered he wasn't going to build wealth by providing a service or working a job. He came to realize that real wealth is created through 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 Sean Tepper [email protected] https://paybacktime.pro/team/ https://www.facebook.com/paybacktimepro https://twitter.com/seantepper Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes What's TYKR - 1:43 Sean's background - 2:18 What to do as an investor - 7:13 A good candidate for TYKR - 12:32 Sean's mentor - 14:23 Buying stocks with discounts - 17:19 What does TYKR mean for you - 18:12 Investing in the stock market based on emotions - 19:26 Investing is boring - 21:09 How much should I invest? - 27:30 Check out TYKR and learn - 31:55 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

Curtis talks with Carl Allen about building a legacy of multi-generation wealth. Carl Allen is a world-class entrepreneur, investor, and corporate dealmaker who has worked on more than 330 transactions worth close to $48 billion. In his nearly 30-year career, Carl has analyzed thousands of businesses big and small in 17 different countries across nearly every business sector including: technology, pharmaceuticals, transport and logistics, engineering, manufacturing, aerospace, consumer goods and services, business services, retail, professional services, finance, packaging, and corporate clothing. 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 Carl Allen https://signups.dealmakerwealthsociety.info/X428W600 https://dealmakerwealthsociety.com/ https://dealmakerwealthsociety.com/about-us/ https://twitter.com/dealmakerwealth?lang=en https://www.instagram.com/_dealmakerwealthsociety_/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Carl's background - 1:34 Doing deals all over the world - 2:22 Creating a coaching program - 4:52 Being a business broker - 6:12 Reinvesting in real estate - 7:19 The value of buying a business - 9:41 A great deal for you - 12:40 Three types of business you can acquire - 16:57 Three ways you can make money - 23:45 Building multi-generational wealth - 26:26 What Carl does when he buys a business - 29:40 The importance of psychology when you are buying - 31:14 What's great about deals - 32:55 Skills, tools, and mindset - 35:15 The deal-making mindset - 36:11 Reading great books - 40:06 Training with Carl - 41:23 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 May interviews Neal Bawa, a real estate investor and CEO of Grocapitus Investments and Multifamily University. They discuss how understanding the numbers in commercial transactions leads to more efficiency. Neal sources, negotiates, and acquires Commercial properties across the U.S., for nearly 500 investors. Current portfolio is over 2000 units, projected to be at 3000 units in 12 months. 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 Neal Bawa https://www.linkedin.com/in/neal-bawa https://multifamilyu.com/about/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Neal's background - 0:37 Technology for real estate - 2:19 Where is the risk? - 9:56 Having properties in different places - 10:13 What to look at in a property - 11:07 The numbers tell a story - 12:47 A process of constant experimentation - 15:51 Creating assets - 22:16 Neal's final thoughts for listeners - 25:33 The importance of technology - 26:25 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

In this episode, Curtis May and Sam Denton will discuss popular, but not well-known R&D tax credits: what they are, who qualifies, and how to save 10's of thousands to hundreds of dollars you might be losing out on. 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 Sam Denton [email protected] https://www.dentonwealthstrategies.com/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes A show for business owners - 0:33 Educating the CPA - 3:48 Developing a new technique - 5:43 Working with clients - 8:13 Looking at your business activity - 9:10 Overpaying taxes - 10:06 What his company is trying to do - 12:16 All about credit - 15:06 You have to keep your records - 18:13 Who's taking the risk - 21:14 Helping small business recover cash - 26:46 Their process and what they do - 28:10 Living on your terms and creating independence - 29:00 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

Curtis and Ben Golden talk about how to help families in business resolve IRS tax issues and have peace of mind. During his postgraduate years, Ben prepared income taxes for corporations, trusts, estates, and individuals as a clerk, staff accountant, and eventually a business owner. In 2004, he purchased the family-owned Golden Income Tax & Accounting Inc. based in Thomasville, AL, a firm focused on individual taxes. His goal is to help his clients feel at peace by representing them knowledgeably, to protect them by working within the confines of their rights, and to let them know that their posterity will be secure in the years 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 Ben Golden https://goldentaxrelief.com/about/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Wanting to give clients peace of mind - 0:58 IRS rules - 2:56 You have the right to representation - 7:37 A misconception that many people do not understand - 9:51 Figuring out why you have a letter - 11:53 There are two types of people - 15:33 To guide somebody you need to do an investigation - 16:08 What is client expectation management? - 22:32 The key is communication - 23:19 Ben's four cornerstones - 29:17 File your taxes on time - 36:50 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Curtis interviews Tenny Tolofari about how he started multifamily investing. Prior to establishing Xsite Capital Investment in 2019, Tenny spent several years leading a major sales force in one of the fastest-growing financial service companies in America. He is also a Global Cyber Security professional supporting the likes of Boeing and Deloitte. Tenny met his business partner Leslie Awasom in 2019. Together, they invested in a 192 unit apartment project in 2019 as Limited Partners and are on track to acquire 500 units in 2020. Tenny's major role is building relationships with brokers, property management companies, and investors to ensure the success of their property investment 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 Tenny Tolofari [email protected] https://www.xsitecapital.com/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes A cash flow program - 2:42 Investing in real estate - 3:19 What you have to do as an owner - 5:40 Expanding his vision and network - 6:19 Getting started in multifamily investing - 8:19 Educate yourself - 9:49 All you need to do is take action - 13:22 Wanting to do business - 15:47 Ensuring your investment - 17:19 The importance of building confidence - 23:18 The excitement of multifamily investment - 24:27 Wanting to educate people - 25:17 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Curtis interviews Kim Daly from The Daly Coach. Kim Daly is one of America's Top Franchise Consultants who has helped thousands of people explore franchise opportunities. For over 20 years, she has traveled the country as a keynote speaker and business break out leader and has hosted her own live events educating, motivating, and inspiring Americans to dream of small business ownership through the proven systems of a franchise. 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 Kim Daly [email protected] https://thedalycoach.com/ Welcome Page link: https://thedalycoach.com/practicalwealth/ https://thedalycoach.com/practicalwealth/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes About franchising - 2:35 Kim's background - 3:22 Working with big national brands - 4:26 Teaching people how to use the internet - 5:06 Understanding the franchising industry - 7:24 Attracting a certain customer - 10:07 The right time is always now - 14:38 Investing in a franchise - 15:54 Selecting the right franchise - 18:06 Successful business owners - 20:39 Not selling a franchise, selling freedom - 23:40 What's the life that you want to live? - 24:58 Having an abundant mindset - 32:00 Teaching you all that you need to do - 36:01 Loving to teach people - 42:13 The legacy of entrepreneurship - 43:25 Learning about franchising as an investment - 44:43 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

Since 1996, Kim Avant-Babb has operated Babb Properties LLC, a real estate development firm headquartered in Sicklerville, New Jersey that redevelops urban residential properties in her native Philadelphia in order to provide quality housing and build stable communities. Babb Properties LLC celebrates 30 plus years of a 0% eviction rate and prides itself on quality customer service and landlord integrity. Kim also provides landlord coaching and mentoring. Kim Avant-Babb is also the chief strategy officer at the New Jersey redevelopment authority (NJRA), a multi-million dollar independent financing authority created by the state of New Jersey to transform urban communities through direct financial investment and technical support. In today's episode, Kim and Curtis talk about Kim's philosophy and her company. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com 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 Kim Avant-Babb https://www.linkedin.com/in/ameenahdesigns Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Kim's background - 1:42 Passing down knowledge - 3:27 The strategy from the beginning - 4:05 Buying in the right location at the right price - 4:47 Having a real estate business - 5:48 Talking about the individual investor - 10:00 Bringing value to the marketplace - 19:00 Facilitating your property management - 22:30 Some tips for landlords - 24:03 Being addicted to reading - 27:03 How you manage change - 27:53 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

Travis Smith is Founder and CEO of Tribevest, a platform that makes it 10x easier & less expensive to align, formalize, pool capital, and ultimately buy real estate together. He has a unique and extensive background in financial services and enterprise payment software. Before discovering his passion for technology, Travis was a top financial advisor at Morgan Stanley. With his wealth management training, he became a thought- leader in the FinTech industry with a focus on digital payments. Most recently, he led the Strategic Alliance team at Jack Henry & Assoc., a multi-billion dollar FinTech company and core software for thousands of banks. In today's episode, Curtis and Travis talk about investing as a group: the secrets of working together to create additional revenue streams. 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 Travis Smith https://www.instagram.com/tribevest/?hl=es-la https://www.tribevest.com/ https://www.tribevest.com/team https://twitter.com/tribevest?lang=es Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Travis' background - 0:18 Real estate investor groups - 1:33 Where to start - 4:08 "The rest of us" - 5:39 The future business ownerships - 8:32 Having one source of income - 12:27 When the real freedom comes in - 14:34 Wealthy families - 23:10 You are your best investor - 24:23 Find the best deal - 25:50 What's the best deal in the world? - 26:25 What technology does for us - 28:21 Starting a business in 15 minutes - 29:39 How to read the numbers - 30:33 Travis' company services - 32:00 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

The business cycle explains the problems that business owners face with the traditional banking system, in today's episode, Curtis May and Joe Pantozzi explain this cycle and how you can use 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 Joe Pantozzi https://alphaomegawealth.com/nevada/joe-pantozzi/ https://www.linkedin.com/in/joe-pantozzi-941a073 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes The business cycle - 0:24 Becoming a business owner - 1:23 The master of your own destiny and future - 5:00 All about cash flow - 7:35 Talking about coronavirus - 9:44 Banks and assets - 14:11 Putting money into life insurance - 19:55 Controlling money - 23:56 Let the banks do the work - 27:30 Seasons affect the business cycle - 36:00 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

Do you know what a HELOC is? If you don't, this is the episode for you, because Joe Pantozzi and Curtis May discuss what it is and how you can use it. Enjoy! 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 Joe Pantozzi https://alphaomegawealth.com/nevada/joe-pantozzi/ https://www.linkedin.com/in/joe-pantozzi-941a073 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes What's HELOC - 1:15 Your mortgage balance - 4:01 Paying your mortgage efficiently and quickly - 5:54 At the end of the day, where's your money? - 6:24 Getting out of debt - 7:56 A strong element of liquidity - 9:49 Four asset classes - 11:21 Minimize your taxes - 12:51 Pay yourself first - 14:39 Understanding how money really works - 19:34 Create cash flow - 23:03 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

Chief Financial Fitness Trainer of Bissett Financial Fitness Inc. Tracey Bissett, educates and empowers individuals, notably young adults, and entrepreneurs to take control and live their financial lives with confidence. Curtis May talks with Tracey about why managing cash flow is key to making business decisions. 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 Tracey Bissett https://ca.linkedin.com/in/traceybissett Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Managing your cash flow - 1:55 It all starts in your mind - 2:25 It is all about cash flow management - 2:58 Your business expenses - 5:46 If you do not collect cash, you'll have a problem - 8:37 What creates cash flow issues - 10:28 Tools to understand your financial position - 11:10 What lenders care about - 16:57 Working with and teaching clients - 18:40 The numbers tell a story - 21:28 What's investing in your business - 22:25 How you have to be with your money - 27:41 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

Curtis May and Leslie Awasom discuss how Leslie came to America 20 years ago to pursue the American dream. Despite having a full-time career as a nurse, he is on track to acquire 500 units in 2020. Leslie is the Director of Operations and co-founder of Xsite Capital Investment LLC, a multifamily real estate investment focused company in the Washington DC area. He manages the company operations, market/data analysis, cash flow, and budget analysis. 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 Leslie Awasom https://www.xsitecapital.com/ [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes A great guest today! - 0:17 Leslie's background - 2:18 His learning process - 4:42 Leslie's goal - 9:21 Looking for more properties - 10:40 How he started his company - 12:14 Taking the first step - 14:30 The importance of savings - 16:58 A multifamily journey - 19:54 Common mistakes that people make with multifamily investing - 21:45 Teaching about what you do - 25:50 Creating strong relationships - 29:01 Providing value to other people - 31:06 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

Stephen Wible is a public speaker, author of "Business Credit – The Complete Step By Step Guide", trainer, and avid learner. He passionately combines his high energy and business credit knowledge and is a recognized expert in the field. Curtis and Stephen discuss the four biggest mistakes business owners make in building business 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 Stephen Wible www.businesscreditspeaker.com https://www.linkedin.com/in/stephenwible [email protected] Phone: 727- 258-5705 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Building business credit - 1:14 Applying for credit - 3:54 Stephen's clients' experiences - 5:54 Building your business credit profile - 6:59 Info about your profile - 10:05 What to put in a credit application - 11:13 Artificial intelligence - 13:06 Your bank credit score - 17:47 Explaining why you need the credit - 22:29 How you have to look at business credit - 26:54 A credit limit for your company - 31:31 Stephen's closing words - 37:39 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

After 12 years as a Licensed Professional (PE) Civil/Industrial Engineer, Lane Kawaoka fired the boss and began to focus 100% on his investing and helping others in his Passive Investor Accelerator & Mastermind. In this episode, Curtis and Lane discuss how to scale your investing into multi-family investing for high paid professionals. 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 Lane Kawaoka [email protected] https://simplepassivecashflow.com/ https://curtismay--simplepassivecashflow.thrivecart.com/mastermind/ https://curtismay--simplepassivecashflow.thrivecart.com/ecourse/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Lane's background - 2:05 Investing as a business - 4:29 Focusing on savings and cashflow - 7:33 Being a passive investor - 11:38 Deals and how to protect them - 16:28 Passive investors focus - 19:45 Your number one asset is you - 22:19 Talking about opportunity fund - 23:58 A place to store your cash - 26:04 It is not about the investment, it is about the vision - 29:33 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

For well over two decades, Dan Zitofsky has specialized in working with clients to build equity in their wealth portfolios through investments, savings, IRA's, and 401K's. His company, Zitofsky Capital Management, performs extensive due diligence to protect every investment for its investors as well as their lenders. Dan and Curtis discuss the journey from working for money and having no life to switching his focus to one of cash flow. Dan's focus is on teaching students how to become prosperous. 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 Dan Zitofsky http://www.zitofskycapitalmanagement.com/ [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Dan's background - 0:46 Creating true passive wealth - 1:39 Being a real estate investor - 3:30 Understanding the "why" - 7:07 Buying ten to fifteen properties - 10:34 There are four asset classes - 14:01 Building passive income - 14:38 Teaching people how to create wealth - 21:16 Taking your business to the next level - 22:19 Do not skip steps to build a strong foundation - 27:11 Wealthy people think differently - 31:19 Working with people, processes, and systems - 38:03 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

Chris Prefontaine is a 3-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Moneeka Sawyer's Real Estate Investing for Women. He's also the Founder and CEO of SmartRealEstateCoach.com and host of the Smart Real Estate Coach Podcast. Chris has been in real estate for almost 30 years. Today, Chris runs his own buying and selling businesses with his family team, which purchases 2-5 properties monthly so they're in the trenches every single week. Curtis and Chris talk about how to create real estate on your terms! 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 Prefontaine https://smartrealestatecoachpodcast.com/chris-prefontaine/ https://www.linkedin.com/in/chrisprefontaine Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Talking to the Smart Real Estate Coach - 0:18 His family team - 1:08 What is "buying on your terms"? - 2:35 Working on your mindset - 4:22 Coronavirus challenges - 5:26 Going on terms - 8:07 Teaching people how to make a good deal - 9:44 About retirement plans - 12:01 Learn how to earn money - 12:28 Teaching how to be the guide for the sellers - 13:41 Chris's closing thoughts - 21:03 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