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The Practical Wealth Show

The Practical Wealth Show

380 episodes — Page 6 of 8

Ep 128Learning How To Be Your Own Banker For Business with Bruce Wehner - Episode 128

Bruce Wehner is a Cash Flow Specialist at E3 Wealth Consultants. He and his company help people keep more of their money. They discover what money is flowing into your control and what money is flowing out of your control, and they strategize to get more money to flow into your control. Bruce and Curtis talk about how you can have more money to retain and utilize for your life and for future generations. 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 Bruce Wehner [email protected] https://www.linkedin.com/in/bruce-wehner-5619b5a/ http://e3wealth.com/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Bruce's background - 0:29 A podcast to help people live the life of their dreams - 1:21 Bruce's coaching philosophy - 2:46 How he got where he is now - 8:25 Supporting Kim Butler and Todd Langford - 9:29 A cash flow management system - 10:50 The importance of a legacy for many people - 13:58 Giving investment advice - 18:26 How do you utilize your money? - 19:45 Providing alternative investments for clients - 22:50 Bringing hope to clients - 24:47 Nelson Nash's insights - 30:10 What it means to be an honest banker - 31:04 The cash flow system - 32:37 The guarantees of the Infinite Banking Concept - 40:02 If you want to invest, do it - 41:01 Human nature - 43:13 You just need a good place to store cash - 51:28 Do not follow the crowd - 53:51 Bruce's company and what they do - 55:40 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

Apr 15, 202058 min

Ep 127Wealth without Wall Street with Russ Morgan and Joey Mure - Episode 127

Russ and Joey are the hosts of the Wealth Without Wall Street podcast and discuss with Curtis about infinite banking and the community they are building. 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 Joey Mure and Russ Morgan https://www.wealthwithoutwallstreet.com/about-us https://www.wealthwithoutwallstreet.com/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Today's guests - 0:30 Speaking the same language and believing the same things - 1:27 The markets going crazy with coronavirus - 3:05 Teaching people what's going on - 3:50 Putting money into Wall Street - 6:17 Getting into financial freedom as fast as possible - 7:35 Take control of your cash flow - 8:44 Do a budgeting course - 11:01 Steps to create wealth without Wall Street - 12:40 Invest in yourself - 15:39 Doing well without Wall Street - 23:59 Get in touch with the Wealth Without Wall Street podcast - 26:52 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Apr 8, 202028 min

Ep 126How to Protect Yourself by Boosting Your Immune System with Dr. Joel Wallach - Episode 126

Curtis and Dr. Wallach talk about COVID_19: who gets affected, and why. They also talk about boosting your immune system so you can avoid the current pandemic. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Dr. Joel Wallach http://bit.ly/praticalhealth Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Today's topic: COVID_19 - 0:37 Dr. Wallach's background - 1:22 An interest in nutrition - 3:03 How to stop COVID_19 - 6:17 Eighteen months for a new vaccination - 8:04 Explaining the disease - 10:00 Boosting our immune system - 12:51 Gluten and your immune system - 16:56 How you can stop the coronavirus progression - 18:00 Stop eating gluten! - 18:44 What causes the problem? - 22:33 Why Italy has the highest rates of coronavirus - 26:00 Stay away from gluten - 33:32 Healthy pressure and diabetes - 38:47 The coronavirus will be gone in weeks - 45:28 Talking about diabetes - 52:50 Being vegan: a good idea or not? - 56:44 A number of people die from gluten issues - 57:38 You have to take control of your life and health - 58:49 Gluten is not good for you - 59:10 We need vaccinations - 1:00:27 Oils are your best enemy - 1:03:23 Why it is better to not eat gluten - 1:10:48 Boost your immune system and do not eat gluten - 1:12:20 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

Apr 2, 20201h 16m

Ep 1255 Principles of Personal Finance with Kyle Christensen - Episode 125

Kyle Christensen has a company and software named Personal Financial Snapshot. His company is designed with the clients' needs in mind first and uses five core principles. The five principles of Personal Financial Snapshot take financial planning to another level by using a project-based analysis. In today's episode, Curtis and Kyle talk about principal based planning. 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 Christensen 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 Starting in the financial planning system - 1:05 The rules of financial institutions - 2:51 Financial institutions produce products - 3:31 What affects the way we play our game - 4:03 The secret of wealth creation - 5:16 How financial institutions play the game - 6:38 Saving 15% or more of income - 7:32 The financial planning world and maximum protection - 8:10 Financial planners ideas - 9:01 Putting your money in retirement plans - 11:50 What are retirement savings? - 17:25 The definition of the word "invest" - 18:25 Explaining the five key principles - 20:40 Having cash in your house - 22:37 Investing in things that we do not understand - 23:43 Focusing on the value of your assets - 24:52 There's very little financial education in schools - 25:58 What you can do to create wealth - 30:03 Invest in your skillset - 30:46 Controlling your money - 33:42 Creating wealth with real estate - 33:55 Assets that produce cash flow - 36:02 The multiplier effect - 37:08 Typical financial products - 40:19 Living in the information age - 42:20 If you have cash, opportunities will find you - 43:40 Knowing the rules of financial institutions - 47:25 All based on the stock market - 48:43 Successful people operate with principles - 53:00 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

Mar 25, 202055 min

Ep 124Keeping the Faith and Looking for Opportunities - Episode 124

Curtis shares what's going on in Pennsylvania: about how markets are going crazy, what's going on with the federal reserve, and what's happening in the stock market. Stay tuned and enjoy 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 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Keep the faith and look for opportunities - 2:04 What's going on in the world right now - 2:43 Still open for business - 3:09 Scary situation - 5:19 Coronavirus and lockdown - 6:06 It's the time and opportunity to learn and work from home - 8:07 Work and save - 11:22 Not losing is a win - 11:40 Focus on learning new things - 12:00 Making yourself strong - 13:05 Be careful and wash your hands for twenty seconds - 14:34 Keep fighting and stay safe! - 16:03 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

Mar 18, 202016 min

Ep 122Why Typical Planning Fails - Episode 122

Some people still believe in typical financial planning as an excellent strategy for their businesses, but Curtis encourages us to change that way of thinking. He explains the many reasons why typical financial planning has failed, and offers examples and advice to make our money grow! Be sure to stay tuned, and enjoy 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 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Where should I invest? - 2:00 Experience as a club salesperson - 2:44 The accumulation theory - 3:24 What do you believe in? - 4:16 Teaching how money works - 4:39 You have to save money - 7:08 Creating velocity - 8:57 Is it all about accumulation? - 11:07 Why traditional planning does not work - 12:04 Traditional thinking on accumulation - 12:32 You have to understand how money works - 13:22 Making your money grow - 15:22 What happens if you focus on accumulation? - 16:34 Understanding rates of return - 18:29 What to focus on - 22:07 Buying something to become an expert at it - 23:00 Reasons why traditional planning doesn't work - 25:49 Talking about the book: Financial Planning Has Failed - 31:08 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

Mar 11, 202033 min

Ep 121Real Estate On Your Terms! with Chris Prefontaine and Zach Beach - Episode 121

Welcome to this special edition of the Practical Wealth show! Curtis has two guests from Smart Real Estate Coach: Zach Beach and Chris Prefontaine. Today, Curtis and his guests will talk about the family-owned business, how they care about their associates, home-study clients, and much more! 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 Zach Beach and Chris Prefontaine https://www.youtube.com/channel/UCvCpji8-ymDgYxxyQKaUKmw https://www.facebook.com/smartrealestatecoach/ https://www.linkedin.com/company/smart-real-estate-coach https://hugewhy.isrefer.com/go/QLS2/Pwealth/ (Discount code is EASTER) Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Principles for financial success - 1:43 Real estate on your terms - 2:42 Structure deals and have financial success - 4:34 Build your foundation and financial community - 5:01 Think with a prosperous mindset - 6:06 Finding the right mentors - 7:38 Ten levels to real estate investing - 9:24 Smart Real Estate Coach model - 9:56 Taking action immediately with Smart Real Estate Coach - 15:11 Managing expectations with clients - 16:37 Smart Real Estate Coach Goals - 17:39 Alternative ways to create wealth - 21:12 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Feb 14, 202024 min

Ep 120Financial Healer and Bookkeeping at Clarity Finances with Julie Shopa - Episode 120

Julie loves helping business owners have a better relationship with bookkeeping and their finances. She chose to use "Clarity" in the company name because she hopes to make the numbers clear and easy to understand. Julie has seen over and over how proper bookkeeping can increase profits; and doesn't need to be viewed as just another expense. Julie has been a bookkeeper most of her adult life. She graduated from Penn State with a B.S. in Finance. She worked for seven years with a CPA firm as their Quickbooks expert, trainer, and bookkeeper. She is an advanced Quickbooks Certified Proadvisor. Those years gave her invaluable insight in knowing exactly what the CPA wants – especially at tax time. Julie has also completed the certification process with Profit First and has multiple clients using the Profit First system. 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 Julie Shopa https://www.clarityfinances.com/about/ [email protected] https://www.youtube.com/channel/UCYXRiCP3zTuwHcsBHdaLNlQ?feature=emb_subscribe_title Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Better relationships with bookkeeping - 0:42 Julie's story - 3:02 Working hard and not making money in your business? - 4:20 Having virtual clients - 5:05 What is bookkeeping and how can it increase your profits? - 6:09 You have to know where your money is going - 9:17 Why some entrepreneurs get into a business - 10:54 Why bookkeeping is an investment - 13:57 Take your profit first - 17:59 Why bookkeeping helps you to have better systems - 23:53 How you can make more money - 26:26 Changing behaviors and systems - 29:44 Working with people that make you grow your business - 33:07 Branding and generating revenue - 34:08 Driving a bookkeeper crazy - 34:53 Paying yourself first is a philosophy - 38:25 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

Feb 12, 202040 min

Ep 119Teaching Entrepreneurs How to Increase Income Now with Chris Miles - Episode 119

Curtis talks with Chris Miles, the Cash Flow Expert, and Anti-Financial Advisor. Listen to this episode so you can learn how to create cash flow and value. Enjoy! Curtis talks with Chris Miles, the Cash Flow Expert, and Anti-Financial Advisor. Listen to this episode so you can learn how to create cash flow and value. 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 Chris Miles http://moneyripples.com/ https://www.blogtalkradio.com/moneyripples https://www.linkedin.com/in/chriscmiles Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Chris's background - 1:24 Being the anti-financial advisor - 1:50 Working as a consultant and having a podcast - 4:40 What principles do you teach to your clients? - 6:50 The four-asset classes - 8:50 What's key for wealth and prosperity? - 10:07 An anti-financial plan - 13:20 What really creates income - 14:14 Talking about passive income - 18:39 The richest person in the world - 20:49 A passive or active investment? - 22:00 Secrets to improve your cash flow - 24:19 What's the cash flow index? - 26:56 Focusing on the interest rates - 29:31 Explaining the concept of cash flow index - 30:45 Using the index for student loans - 32:17 There are so many ways to create income - 40:45 How can you create value for people - 42:59 Creating a win-win for people - 45:14 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Feb 5, 202050 min

Ep 118Successful Strategies for Vertical Growth of Your RE Portfolio with Gary Wilson - Episode 118

Gary Wilson's purpose in life is to guide you to wealth and income with real estate. He loves to teach others how to buy their freedom from renting, flipping, and wholesaling real estate. He is an investor and a real estate agent who can create an environment where investors can work with agents who know how to invest and where agents can profit with their licenses without adding more work! It's a win-win for everyone involved. Listen to this episode and gain important insights about real estate, 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 Gary Wilson https://www.myinvestmentservices.com/ https://www.linkedin.com/in/winteam/ https://www.facebook.com/myinvestmentservices?ref=br_tf https://plus.google.com/110524040779970722034?cfem=1 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Talking about real estate with Gary Wilson - 0:18 The author of seven books! - 1:17 Gary's first mentor - 3:11 A gap between knowing and doing - 4:33 The importance of mentors and education - 5:54 What's the big next step? - 6:35 Your #1 asset is you! - 10:59 Characteristics of successful people - 14:50 Strategies to reach your goals - 18:10 Increasing the cash flow of a property - 21:21 Real estate strategies - 22:00 Guiding you to get the best deals in real estate - 29:30 Why invest in real estate? - 31:19 Gary's philosophy to understanding real estate - 31:50 Why leverage your business? - 33:18 Get in touch with Gary - 36:15 Teaching real estate agents - 36:36 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

Jan 29, 202039 min

Ep 117Five Strategies to "Shatterproof" Your Business with Scott Reib - Episode 117

Scott Reib (pronounced "Reeb") is known as America's Legal Coach. He's the official Zig Ziglar Small Business Lawyer, a Ziglar Legacy Certified Trainer, and has over 20 years of experience as an attorney. For the last two decades, Scott has been helping business owners, entrepreneurs, coaches, and service providers to "shatterproof" their businesses and succeed in the professional world. Scott is a firm believer in that seeking legal advice doesn't have to be intimidating or expensive if we treat lawyers like primary care doctors instead of ER doctors. Through his subscription-based Access Plan legal service, Scott is making great strides in shifting that perspective. Enjoy 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 Scott Reib https://twitter.com/thescottreib https://www.facebook.com/ScottReibAccess/app/1505485539723918/?ref=page_internal [email protected] https://scottreib.wordpress.com/ https://reiblaw.com/ https://www.instagram.com/thescottreib/?hl=en http://reiblaw.com/practicalwealth/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Scott's passion - 1:51 Are legal services expensive? - 3:02 In business, time is everything - 6:21 Strategies to shatterproof your business - 7:00 Knowledge is power - 10:36 Explaining the principles to maximize your profit - 11:00 How to play "defense" - 12:37 Finding the right coach - 14:05 The importance of having the right coaches - 14:20 The Ziglar story - 17:07 What happened in November 2014 - 20:09 Struggles that small business owners may have - 22:01 What's the access program? - 22:58 Scott's book - 23:41 Having the ability to serve the advisors - 26:30 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

Jan 22, 202027 min

Ep 115The Flawed Formula - Episode 115

Curtis May will have a series of episodes called "Ask Me" where he shares his intellectual knowledge with us. In today's episode, he will dive into The Flawed Formula. He talks about this in the Wealth & Wisdom Institute and today he will dive into this formula. Enjoy this podcast! 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 Curtis's Youtube Channel: https://www.youtube.com/channel/UCYtdLCckUCeuc7inedJcX-A Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Understanding the term "flawed" - 1:01 How is the traditional final formula flawed from the beginning? - 1:36 Your financial life has been confiscated - 1:49 How does the formula work? - 2:13 Time is the only element that is consistent in the formula - 3:04 The second part of the formula: Rates of Return - 5:00 Talking about inflation - 9:34 Making a plan to have security - 11:31 What's the ideal plan? - 12:03 Starting webinars - 13:00 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

Dec 18, 201914 min

Ep 114The Power Tool of Life Insurance - Episode 114

A short episode about an article that Curtis read written by Kim Butler. She co-founded the Prosperity Economics Movement which promotes education in building and protecting wealth. Stay tuned, and listen to the insights shared in this article. 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 Kim Butler's book: https://www.amazon.com/Live-Your-Life-Insurance-Surprising-ebook/dp/B006VUDLMC Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes A checklist to review the benefits of life insurance - 2:12 Why insurance can help you protect your family - 3:09 How to build a legacy with life insurance - 3:33 Make sure to review the beneficiaries of your policy - 5:00 A good tip: put more than one beneficiary in your policy - 5:50 Never name minor children as beneficiaries - 8:32 What is Estate Planning? - 9:56 Benefits of having a Trust - 11:37 Having a will and a life insurance policy - 15:02 The importance of having somebody you can trust - 16:56 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

Dec 4, 201919 min

Ep 113Build Wealth Through Land Investing with Adam Southey & Justin Sliva - Episode 113

Raw land investing experts Adam Southey and Justin Sliva know exactly where new investors struggle. They've each had massive success in their own business, and today they're on a mission to help others learn how to harness the enormous potential offered by land investments: ROI, cash profits, and sustained passive income. After helping hundreds of other land investors find/sell amazing properties at unbelievable profits, Adam and Justin collaborated in creating powerful resources to support both new and seasoned land investors along their journey. They launched the Casual Fridays REI podcast and built a comprehensive online course that not only answered all the questions they had received from consulting clients, but also incorporated the best of their own combined experience. Adam and Justin are here today to show our listeners there's more than one way to achieve success when it comes to raw land 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 Adam Southey & Justin Sliva [email protected] www.casualfridaysrei.com https://www.facebook.com/CasualFridaysREI/ https://www.instagram.com/CasualFridaysREI/ https://casualfridaysreipodcast.blubrry.net/about-us/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Understanding another way to get money - 2:16 Adam and Justin's background - 3:22 Becoming experts and creating a podcast for new investors - 4:14 Running a business in a high-level position - 5:33 Looking for a property and understanding the market - 11:29 Being driven for money - 12:20 Helping you buy a piece of land - 12:40 Helping people scale their business - 14:11 Seven easy steps to understanding the land market - 15:00 Why raw land market is easy to understand - 16:30 Owning land in many states - 17:52 Owning land and creating equity - 25:18 Selling on terms, how does it work? - 26:41 Some people do not want to use land contracts - 27:28 One of the best things of the land industry - 28:23 Success stories from their clients - 29:23 How they tried to grow their business - 32:00 The best way to get in touch with Adam and Justin - 33:09 Their podcast and what they share - 33:37 If you want a way to make money, contact them! - 35:29 There's more than one way to achieve success when it comes to raw land investing - 37:00 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

Nov 27, 201939 min

Ep 112Building Wealth with Rental Properties with Jay Tenenbaum - Episode 112

Jay Tenenbaum is a co-founder and President of Capital Development of Scottsdale Rei LLC., a real estate investment firm specializing in acquiring assets nationwide. He is a certified keynote speaker, and speaks nationally on note investing and related real estate topics. Curtis and Jay talk about Jay's background and personal experience as a specialist in acquiring assets. Enjoy, and stay tuned to listen to this incredible podcast! 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 Tenenbaum https://www.linkedin.com/in/jay-tenenbaum-891bba7a https://www.linkedin.com/profinder/pro/jay-tenenbaum-891bba7a [email protected] https://www.facebook.com/azpcapital1/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Jay's portfolio - 2:41 Investing is a plan - 7:08 Jay's favorite cash flow goal - 8:18 Why Jay likes building wealth with rental properties - 10:22 Building wealth through cash flow - 15:55 The importance of building an asset portfolio - 16:43 A portfolio to find financial independence - 17:07 Teaching Infinite Banking - 19:23 Your number one asset is you, you have to invest in yourself - 19:59 The biggest challenge for a business - 24:42 Opportunities to buy a property - 26:52 The importance of creating cash flow, cash flow, cash flow - 27:55 The biggest challenge when it comes to investing in a property - 28:45 Education is a foundational base - 29:49 The best way to get in touch with Jay - 31:55 Jay's offer of a 15-minute conversation to help achieve your goals - 33:35 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Nov 20, 201937 min

Ep 111The Journey from the Bottom to the Top with Reggie Brown (Mr. In10sity) - Episode 111

Reggie Brown Jr. is the CEO and Head Trainer of In10sity, a rising health & fitness company located in the New Jersey/Greater Philadelphia area. Reggie and Curtis talk about Mr. In10sity's background and how he created his company. Stay tuned, and enjoy his insights! 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 Mr. In10sity https://www.in10sityfitnessunited.com/ https://www.instagram.com/in10sity10/ [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Mr. In10sity's progression in life - 1:30 Making bad choices - 2:22 Being desperate to make money - 3:39 How he started his fitness company - 4:45 The Regeneration Program - 5:34 Becoming your own banker book - 7:19 Wall Street Mantra - 10:30 An idea that made him a lot of money - 11:27 Give and give, that's how the Universe works - 12:15 Share your expertise - 15:44 You have to use your intellectual capital! - 20:16 What to do if you want to take control of your life - 22:10 The importance of making decisions in your life - 27:27 Do not complain about what you do not have - 28:50 Think towards your goals - 29:49 It is all about collaboration - 30:12 Get in touch with Mr. In10sity - 30:48 You have to be intense if you want things to happen - 31:20 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

Nov 13, 201933 min

Ep 110Helping Clients Grow Their Real Estate Empires with Jeffrey Greco - Episode 110

Today's guest is a special friend and client of Curtis's, Jeffrey Greco. He started his career as a Financial Advisor with Karr Barth Associates, Inc. after graduating from Emory University's Goizueta Business School. Using his knowledge from his previous real estate and finance experience, Jeffrey launched Second Chance Liberty in 2012 to capitalize on the opportunity to purchase mortgage notes across the United States. He will talk about his experiences and insights, stay tuned, and 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 Jeffrey Greco https://www.legacycapitalpa.com/about-us/ https://www.linkedin.com/company/legacy-capital-pa https://www.facebook.com/LegacyCapitalPA/ https://www.youtube.com/channel/UCzEpQbbM3REgdlo9gXK5QIw Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Jeffrey's background - 1:27 Starting his career as a financial advisor - 2:13 How his parents helped him follow his dreams - 6:03 Having a clear definition of money and life - 7:31 How he started the capital division - 8:48 Investing in real estate - 9:33 Starting his company helping people with mortgages - 10:12 How he started Legacy Capital - 11:39 His clients are real estate investors - 11:59 Some of his clients' stories - 13:30 There has to be value - 15:05 Jeffrey's mindset about searching for new opportunities - 15:41 Diving into the Legacy Capital first year - 17:33 The game of helping a business become profitable - 18:47 Always being interested in the banking system - 20:21 Jeffrey's story about his first policy loan - 21:20 Using cash to pay for a car? - 25:08 Some of Jeffrey's childhood stories - 26:45 Security is the ability to produce - 28:32 Jeffrey's insights and advice for listeners - 30:47 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

Nov 6, 201932 min

Ep 109The Private Wealth System: It's All About How You Think with Richard Canfield - Episode 109

Richard Canfield has been helping families reshape the way they save for their most important milestones and moments in life with The Private Wealth System. Before he read the bestselling book Becoming Your Own Banker, he had blinders on in one key area of his financial life. Now, as an avid learner, he encourages each of his clients to develop the mentality of Curious George by asking questions, challenging what we already know, and seeking out the truth. So stay tuned and enjoy 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 Richard Canfield https://infinitewealth.kartra.com/page/rc-main-1 https://richardcanfield.ca/ https://www.facebook.com/TheRichardCanfield https://twitter.com/rcanfield1 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Richard's background - 0:37 The powerful Infinite Banking concept - 1:30 Being exposed to new ideas - 3:07 Helping people understand more about finances and money - 3:40 Having consistency with real estate - 7:07 Not having a coach - 7:23 The importance of having a coach in all aspects of your life - 8:37 Nelson Nash's Golden Rule - 10:44 What's banking? - 12:50 An application to access capital - 15:22 It is all about how we think - 16:44 The only way you can make things happen - 19:10 Do not be afraid to capitalize - 20:20 Do not do business with banks - 22:12 Participating in a family bank - 24:47 What happens if you have an outstanding policy loan? - 26:31 His experience in Birmingham - 33:50 Richard's lessons and thoughts - 36:55 Getting in touch with Richard - 41:01 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Oct 30, 201944 min

Ep 108How to Create Wealth Outside of Wall Street with Rob Minton - Episode 108

In today's episode, Curtis talks to a guest friend and mentor Rob Minton, the founder of Dividend Real Estate. Rob shares some of his experiences in business and where he started from. Dividend Real Estate is the outlet for Rob Minton, who is an active real estate investor in Cleveland, Ohio area. Rob started investing in real estate in the early 1990s and has owned several commercial properties, apartment buildings, single-family homes, and mobile homes as investments. Today he owns and manages a large portfolio of income properties. Stay tuned and enjoy 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 Rob Minton https://dividendrealestate.com/about/ https://twitter.com/robminton [email protected] Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes How he started - 1:50 Loving Real Estate and being an agent - 2:45 What happened before the market crash? - 3:30 One of the big lessons that he learned - 4:48 What happens when the market crashes - 5:39 Being prepared for all market cycles - 6:07 Studying about markets and businesses - 7:14 What is a real estate investor? - 8:13 How to redesign your business - 9:18 Building his Real Estate company - 9:43 What happened when the market crashed - 10:27 Doing investor deals - 11:27 Apartment buildings and single family homes - 13:58 What he learned from the crash - 15:15 The Joy of Compounding book - 18:22 Understanding the book - 19:17 Look for common allies - 23:38 Books to read that will help you in your business - 25:44 What makes you an excellent investor - 27:47 What is living a good life? - 29:15 Never using his Real Estate license - 31:30 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

Oct 23, 201934 min

Ep 107The Process of Buying, Growing, and Selling a Business with Terry Lammers - Episode 107

Today's guest is Terry Lammers, Certified Valuation Analyst and co- founder/managing member of Innovative Business Advisors. He was President and Owner of Tri-County Petroleum for 20+ years before joining Regions Bank as VP of Commercial Banking after selling his business in 2010. Armed with vast financial expertise and decades of hands-on business leadership, Terry now works with his team at Innovative Business Advisors to guide business owners looking to sell their enterprises, as well as prospective buyers. Terry's new book You Don't Know What You Don't Know, is an in-depth examination of the process of buying, growing, and eventually selling a business. With Terry's guidance, both current and aspiring business owners are sure to walk away with a wealth of knowledge and advice to lead them down the path to business success in every stage. Stay tuned and enjoy 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 Terry Lammers https://innovativeba.com/ https://www.facebook.com/innovativeba/ [email protected] https://innovativeba.com/terry-lammers/ https://twitter.com/terry_lammers?lang=en Phone: 618 530 8922 Terry's book: https://www.amazon.com/You-Dont-Know-What-Everything/dp/0997521015 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Terry's background - 2:24 The opportunity that exists when it comes to finding a business - 3:19 Having enough cash flow - 4:44 Thinking in buying and selling a property - 7:23 A successful acquisition - 9:48 Doing a strategic evaluation - 11:49 Think about what you want to buy - 15:26 Thinking about selling - 16:37 Be sure your taxes are done - 17:40 The value of the business - 20:32 A difference between cash flow and profitability - 22:16 Terry's thoughts about buying a business - 24:31 Having bankability - 25:48 Banks and loans - 27:16 Learn how to use debt to buy assets - 28:37 Try to minimize your losses in life - 30:30 Always keep an open mind! - 32:25 Get in touch with Terry - 32:53 Coaching clients and his coaching program - 33:40 Terry's book - 34:43 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

Oct 16, 201937 min

Ep 106The Starting Point in Your Finances - Episode 106

Curtis shares his thoughts about the starting point, how you can take more risks, and how you can build a strategy for your finances. Stay tuned and 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 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes What's the starting point? - 1:33 Planning for your future - 2:23 Being a financial educator - 3:00 What you know today determines your future - 3:48 You need to know your starting point - 4:40 The true measure of wealth - 5:44 The four asset classes - 7:20 Activity produces knowledge - 8:29 Learning how money works - 11:49 Everything in life has value - 12:10 Planning your future: start vs finish - 12:33 Principles do not change - 13:30 Compete but do not compare- 15:56 Think about where you want to be in your financial future - 16:48 Understanding how money works - 17:44 Three types of money - 18:38 Focusing on your human life value - 19:26 The Practical Wealth Newsletter - 21:40 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

Oct 9, 201924 min

Ep 105Your Number One Asset is You! - Episode 105

In today's episode, Curtis May talks about an event that he attended in Cincinnati about life insurance. He dives into the life insurance industry, explains the financial services, and the book: The Joys of Compounding. So if you want to learn more, stay tuned, and 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 The Joys of Compounding Book: https://www.amazon.com/Joys-Compounding-Passionate-Lifelong-Learning/dp/0578442620 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes The ability to build a career - 1:42 Curtis' experience at the event - 3:04 Having the experience to grow your business - 4:11 It is all about access to capital - 5:07 The Joys of Compounding book - 5:44 Learning to think properly - 6:36 A system to live the best possible life - 6:25 Processing mental models - 7:11 Talking about inflation, good and bad debt- 10:00 Compound interest - 11:30 The importance of reading books - 11:53 Active and passive capital - 14:30 How can you create more value? - 15:50 If you continue to learn, you can resolve problems - 17:42 Human nature has never changed - 20:00 Learn how to learn - 20:39 What is your number one asset? - 23:17 What's a success? - 24:14 Cutis recommends reading the Joys of Compounding book - 26:05 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Oct 2, 201928 min

Ep 104Comparing Multiple Car Insurance Quotes to Save Money with Andrew Rose - Episode 104

Andrew Rose is the CEO and creator of https://www.compare.com/. His goal with this tool is to save drivers money by finding the right car insurance company at the best value to fit their needs. Ultimately, their mission is to provide families a lifetime of savings so they can spend their money on what they want... instead of on car insurance. Enjoy the show! 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 Andrew Rose https://www.compare.com/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Car Insurances and prices - 3:05 What is Kayak? - 3:52 Insurance that protects you - 4:29 Why he created Compare.com - 5:10 Figuring out how to pay the best price - 7:06 Andrew shares a customer's story - 7:52 A good insurance company? - 10:06 Where you live matters - 11:10 The amount of coverage that you want - 11:55 The better your credit, the more options - 12:45 What compare.com does - 13:53 Do men pay more than women? - 14:31 The most competitive insurance company is regularly cheaper in compare.com - 17:23 Auto insurance companies that are outstanding - 19:23 Getting the right coverage - 22:44 Talking about deductibles - 23:54 Collision insurance and Comprehensive car insurance - 26:29 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

Sep 18, 201934 min

Ep 103Making Money and Being an Expert with Sebastian Meine - Episode 103

Sebastian Meine is a High-Ticket-Offer Coach who helps Growth-Oriented Consultants and Coaches to Design, Market, and Sell their own High-Ticket Offers so that they can achieve True Financial Independence without the grind of always working and missing out on being with family and friends. If you are a coach or service professional, and you feel overworked and think that you do not get the revenue that you should be getting, then this interview with Sebastian Meine is for you! Enjoy! 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 Sebastian Meine https://www.linkedin.com/in/sebastianmeine/ https://be.a.wealthy.expert/7fbb (for a short email series with a lot more information on the client journey we talked about in this episode) Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Sebastian's background - 2:29 Learning about marketing - 4:34 Sebastian's ideal client - 8:40 Online courses as a mistake - 10:44 You need to sell what the market wants - 11:29 Networking and finding a client - 12:20 You have to be clear on your process - 13:13 The value you provide and your client's perspective - 16:39 Activities that you can do for your business - 20:29 Trying to sell - 25:28 Your business is the solution to somebody's problem - 26:40 Sebastian's biggest failure - 27:56 Talking to the audience at the level that they are - 29:22 People do not want to think - 30:40 Influential people for Sebastian - 31:07 Get in touch with Sebastian - 33:07 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

Sep 11, 201935 min

Ep 102"F" Words for Women: Fabulous, Freedom & Financial Independence with Genecia Alluora - Episode 102

Genecia Alluora is the founder of Soul Rich Woman, and the 'Soul Rich Woman Blueprint' Marketing & Business Mentor and Rich Woman's Podcast host. Soul Rich Woman is the #1 Leading Female Entrepreneur Network in South East Asia, connecting 200,000 women across the region. Stay tuned and listen to Genecia's goals! 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 Genecia Alluora https://www.soulrichwoman.com/ https://www.facebook.com/soulrichwoman https://twitter.com/soulrichwoman https://www.instagram.com/soulrichwomanasia/ https://www.youtube.com/c/SoulRichWoman https://www.linkedin.com/in/genecia/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Being Fabulous, having Freedom and Financial Independence - 1:27 Genecia's certifications - 2:20 Joining Miss Singapore - 3:24 Building a new brand - 5:20 Teaching every Wednesday - 6:20 The road to success - 9:00 Customers that buy - 11:19 Talking about her podcast - 14:09 Give value first and focus on your audience - 15:24 A personal branding coach - 17:40 Working with clarity is key for your online success - 19:23 It's all about marketing - 20:40 Genecia's biggest failure - 24:25 Partnerships: use them or not - 26:25 Working with Kim Kiyosaki - 27:45 Women and Financial Independence - 28:10 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Sep 4, 201931 min

Ep 101Secrets to Create your Own Success with Trey Zackery - Episode 101

Trey Zackery was a born entrepreneur. He is the President at Corporate Elevator Asset Management, which is an escalator consulting and engineering firm dedicated to help preserve and protect clients' portfolio of elevators in their buildings. His second company, TruLux Elevator Interiors, was born out of years of consulting for clients in every facet of the elevator industry at Corporate Elevator, where he would habitually inquire about the manufacturing and installation of elevator interiors. His latest endeavor "Mogul Secrets" is a podcast developed around the network of influential people and forward thinkers he's built over the years. Ultimately, he aims to fulfill his purpose of serving and adding value to the lives of others. With a business goal of owning a major sports franchise, he wants to be remembered as someone who made an impact. 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 Trey Zackery http://ceassetmanagement.com/abouts# [email protected] https://twitter.com/treyzack http://mogulsecrets.com/ http://mogulsecrets.com/podcast/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Owning two companies and a podcast - 0:39 You have to look at yourself as your own company - 3:09 Realize that you are the talent - 3:46 Getting out of debt - 8:55 Your number one job as an entrepreneur - 9:20 Looking for sales opportunities - 12:09 The biggest thing he wishes he had done - 14:05 It takes two to five years to build a business - 16:59 Marketing and Sales - 17:39 How to find clients for your business - 18:50 No failures, you learn how to grow - 22:58 Trey's more influential persons - 23:43 The Podcast Movement - 27:17 Get in touch with Trey - 27:41 The Mogul Secrets Podcast - 28:50 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

Aug 28, 201930 min

Ep 100Building Your Cash Flow Blueprint - Episode 100

The one hundredth episode of Curtis's podcast! Today's episode is about choosing to be rich. Curtis explains what a cash flow blueprint is and how you can build an empire so it generates wealth. Stay tuned and enjoy this amazing podcast! 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 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Building your cash flow blueprint - 2:32 Rich people do not work for money - 3:38 Buying assets that generate cash flow - 4:47 Explaining "cash-asset-cash" - 5:50 The mistake that the middle class makes -7:00 What can we learn about Jay-Z's billionaire story? - 9:08 Other enterprises besides your job - 11:40 The first step towards building an empire - 12:17 Four-asset classes - 14:07 You are your best financial advisor - 15:00 The second step - 15:47 The third step: creating an action plan - 17:06 Building a cash flow blueprint - 21:18 Help with your cash flow blueprint - 23:43 Developing a blueprint for cash - 26:02 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

Aug 21, 201928 min

Ep 99Buying a Franchise or a Business? with Robert Curtiss - Episode 99

Is buying a franchise the best financial decision for you? This and many other topics will be discussed on this brand new episode, on which Curtis is joined by a special guest, Robert Curtiss. Robert is a business broker who helps others buy and sell their businesses, properties and also helps them find all kinds of investing opportunities. Curtis' motto is 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 Robert Curtiss [email protected] https://www.tworld.com/agent/robertcurtiss/bio/ https://www.tworld.com/agent/robertcurtiss/contact-us/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Robert's background - 1:40 Being a business broker - 2:28 The biggest thing - 2:59 The owner is equal to the business? - 4:20 The perfect owner - 5:50 You have to know all about your business - 7:54 Two kinds of customers - 8:23 The importance of marketing and organization - 10:56 The advantages of buying a business - 11:17 Buying a business -12:50 Buying a franchise - 14:00 Paying for somebody else's mistakes - 14:50 Disadvantages of buying a franchise - 18:00 Buying a business or a franchise? - 20:00 Starting a business - 25:22 A financial plan that precedes a business plan - 27:45 Success stories - 30:33 Get in touch with Robert Curtiss - 38:48 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

Aug 14, 201942 min

Ep 98Grow Your Success by Growing a Thick Skin with Nichole Stohler - Episode 98

Today's guest is Nichole Stohler, founder and host of The Richer Geek podcast. Nichole helps others to build wealth and financial freedom, and find ways to make money work for them. Curtis and Nichole discuss her techniques, tips, and strategies, so stay tuned! Curtis' motto is 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 https://www.therichergeek.com/about https://www.therichergeek.com/ https://www.linkedin.com/in/nicholestohler https://www.therichergeek.com/practicalwealth https://twitter.com/nichole_stohler Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Working in the technology field in Arizona - 1:19 Kiyosaki: Owning a business -2:12 The bad first experience - 4:29 Not quitting and trying to make goals - 5:05 Creating financial independence - 5:35 Every business has a major client - 6:36 Ways to create cash flow - 7:21 Where to place assets - 8:51 Some areas to look at - 9:55 Residential homes - 11:15 Investments and real estate - 13:20 The importance of having an Advisor - 14:57 Biggest fears and risks - 16:08 Looking at historical rents - 18:10 What it takes to be successful - 19:40 You have to know what you want - 20:48 Reading to get better - 21:41 Having a podcast - 22:58 Get in touch with Nichole Stohler - 23:37 Having Multifamily quickstart - 24:30 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

Aug 7, 201926 min

Ep 97Teaching Investors How to Build a Real Estate Business with Nick Prefontaine - Episode 97

Nick is part of the Smart Real Estate Coach family, located in Newport, Rhode Island. He recently co-authored the best-selling book The New Rules of Real Estate Investing. Nick specializes in working with lease purchasers to help them on the path to home ownership. Regardless of a buyer's credit situation, he looks at their complete financial picture and comes up with a plan to get them into a home. 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 Nick Prefontaine https://twitter.com/smartrecoach https://www.smartrealestatecoach.com/# [email protected] https://www.youtube.com/channel/UCvCpji8-ymDgYxxyQKaUKmw https://www.amazon.com/Real-Estate-Your-Terms-Continuous-ebook/dp/B071RRCYRR?keywords=chris+prefontaine&qid=1539194588&sr=8-2&ref=sr_1_2 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Nick's background - 1:00 What makes Nick's story so inspiring - 1:38 Helping others as a coach - 3:47 The process of finding a seller - 9:12 The down payment from the buyer - 10:15 Setting up viewings - 17:42 Challenges of building a real estate business - 18:42 Aligning yourself with the investor's mind - 20:05 Always looking to get better - 20:50 Why it's important to have a mentor - 21:54 All about setting expectations - 22:52 One of the ways how Nick's company buys - 27:16 Thinking of getting into real estate - 31:06 How to get started in Nick's business - 32:17 Nick's snowboarding story - 35:17 Getting back into life - 37:11 You have to take one step at a time - 39:22 Nick shares another story: his relationship with his mom - 40:25 Words of wisdom for listeners - 42:39 Always take one step at a time - 44:00 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

Jul 31, 201946 min

Ep 96Putting Clients in the Best Financial Position with Don Blanton - Episode 96

Curtis May talks with one of his mentors, Don Blanton, who is the CEO of Money Trax, a company dedicated to training advisors in financial services to improve their level of communication with clients, transfer a greater depth of knowledge on financial topics, and offer reliable guidance through the use of easy to understand conversations designed specifically to increase the financial knowledge of the client. Stay tuned and enjoy! Curtis' motto is 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 Don Blanton https://www.moneytrax.com/mentorprogram https://www.moneytrax.com/circleofwealth/ http://www.cowcollegeonline.com/ https://www.amazon.com/Personal-Economic-Model-Don-Blanton-ebook/dp/B07BN3PP5N Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes The power of permanent life insurance - 1:04 Putting money away for the financial future - 3:58 Major capital purchases - 4:35 Talking about the 401 (K) - 6:34 Banks that loan money: the use of credit cards - 9:13 You have to have access to capital - 11:32 Life insurance as an easy access to capital - 12:38 Contributions to a life insurance policy - 17:1 Banks don't give you a lot of benefits but life insurance does - 19:04 Having capital access to invest - 23:27 Understanding investment opportunities using an example - 25:00 What is a maximum efficient contract? - 27:10 How much do you have to save? - 28:00 What is Circle Wealth? - 29:30 One place to put your money - 31:21 Talking about Don's book - 33:30 How to have access to capital - 35:06 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

Jul 24, 201936 min

Ep 95Buying, Selling, And Leasing Raw Land As An Investment With Mark Podolsky - Episode 95

On another amazing episode, Curtis May and Mark Podolsky talk about creating passive income through investments in Real Estate. Today's guest, Mark J. Podolsky (AKA The Land Geek), is widely considered to be the country's most trusted and foremost authority on buying and selling raw, undeveloped land within the United States. For almost two decades, Mark has been actively investing in real estate and raw land, and has completed over 5,000 unique transactions. Mark's company, Frontier Equity Properties, LLC, is an A+ rated BBB real estate company. Mark has achieved this level of success largely due to his core business philosophy – "Happy Customers Guaranteed." Mark is the host of one of the top rated podcasts in the Investing Category on iTunes aptly titled The Best Passive Income Model and The Art of Passive Income. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Mark Podolsky [email protected] www.thelandgeek.com 480-586-6688 https://www.linkedin.com/in/thelandgeek http://www.thelandgeek.com/podcast/ https://www.facebook.com/thelandgeek/ https://www.thelandgeek.com/practicalwealth/ https://www.thelandgeek.com/foundational-training/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Mark's background - 1:31 The Raw Land story - 2:14 A full-time Land investor - 3:18 A Raw Land investment example - 4:48 Creating a marketing package for the next buyer - 6:30 A buyers list - 7:35 Platforms that are dedicated to buying and selling raw land - 7:50 Reasons to create passive income from raw land - 9:35 Creating passive income to protect risk - 10:25 Buying land - 12:21 The fast-growing States: midwest - 13:27 Why is it a great investment? - 17:04 Savings and passive income - 20:04 Teaching people about passive income: starting with Mark's course - 23:50 Mark's final words of wisdom - 25:59 Your number one asset is you! - 26:50 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

Jul 17, 201928 min

Ep 94Learning How To Play The Credit Game With Bruce Mack - Episode 94

On this new Practical Wealth Show, Curtis May does a video interview with Bruce Mack. Bruce is one of the nation's foremost authorities in financing and credit. Having been in the financial services industry for well over 20 years, Bruce is a highly sought after and well known national and international speaker. He has shared the stage with personalities such as Donald Trump, Al Gore, just to name a few. If you want to know what credit is all about, you should listen to this podcast and watch on youtube the complete episode with Curtis and Bruce. 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 Bruce Mack https://www.linkedin.com/in/bruce-mack-650ab7154 https://platinumfinancinggroup.com/about-us CHECK OUT THE VIDEO FOR THIS EPISODE: https://www.youtube.com/watch?v=m_XoFu9vBtw Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Bruce explains why credit is so important and how it works - 2:04 What is the leverage? - 4:44 Talking about Cash flow - 5:31 Investment companies and crowdfunding - 6:55 Invoice financing - 9:02 Looking for founding - 10:37 Traditional and non-traditional sources - 11:47 Credit bureaus and credit scores - 14:33 Where you are going - 17:32 The credit wheel - 18:00 The history of payment - 18:37 Having an old account - 20:55 What to do if you have business credit cards? - 24:12 The best way to pre-plan - 28:56 Bruce recommends us to use our credit cards - 30:07 Never close more than one credit card - 32:59 Qualifying for bankruptcy - 38:15 For each action, there is a consequence - 39:04 Paying an American Express - 40:51 Companies that report your rent - 43:47 Getting credit awards - 45:26 Why is great to use business credit cards - 48:54 You have to know the rules of the financial institutions - 52:57 Going deeper into founding - 53:20 Bruce talks about his programs - 55:34 Bruce shares some of their company success stories - 1:03:16 A corporate credit program - 1:03:55 Bruce company's website - 1:06:51 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Jul 10, 20191h 11m

Ep 93Tax Solutions For Your Vacations With Rob Stephens - Episode 93

Today's guest is Rob Stephens, co-founder of Avalara (Avv-uh-LAIR-uh) MyLodgeTax, the leading provider of tax compliance solutions for the vacation rental industry. MyLodgeTax was founded by vacation rental owners (including Rob), so they know how much time and energy goes into maintaining a vacation rental and how overwhelmingly stressful lodging tax compliance can be. Rob and his team of experts work with homeowners, property managers, hotel operators, and other businesses, helping them stay compliant so they can get back to doing what they love most. 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 Rob Stephens https://twitter.com/mylodgetax?lang=en https://www.avalara.com/mylodgetax/en/index.html https://www.facebook.com/mylodgetax/ https://www.linkedin.com/showcase/avalara-mylodgetax- [email protected] 720-257-6139 https://www.linkedin.com/in/robert-stephens-aa034040 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Rob's background - 1:16 A lifestyle decision and also an investment - 2:45 Running an internet based company - 3:39 Understanding the logic of taxes - 4:23 Collecting and paying taxes - 7:30 Seven differences between income taxes and sales taxes - 8:07 Discussing income taxes - 9:38 Vacation and short term rentals - 10:42 Dealing with families and travelers - 11:58 Helping clients with short term rentals and taxes - 14:58 Rob's company's services and prices -15:57 Paying the taxes each month - 17:15 Handling the tax process from beginning to end - 17:39 Get in touch with Rob's company - 18:10 Taking action: make the first step - 19:47 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

Jul 3, 201921 min

Ep 92Inspiring Real Estate Investors To Create A Life Of Financial Freedom With Raphael Vargas - Episode 92

When opportunity doesn't knock, Raphael Vargas knows it's time to build your own door, the CEO of Real Step and Real Empire joins us today to share his inspiring story of humble beginnings with no college education and the journey that led him to building a successful business and living the American dream. Early on in his life, Raphael gave $3,000 (every penny he had) to a so-called "coach" who promised to mentor him and guide him to success in the real estate world, who then took off with the money, never to be heard from again. An experience that would spook anyone away from the industry instead served as encouragement for him to seek out knowledge on his own, knowledge that he would later use to start his own successful 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 Raphael Vargas [email protected] www.realempire.com 703-282-7230 https://www.instagram.com/realraphaelvargas/?hl=en https://www.facebook.com/703GoGetta Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Raphael's background - 1:23 Working in the Real Estate market - 1:45 Definition of Home sales - 2:29 Starting with a single property - 3:32 Home selling and marketing - 5:14 The key performance indicators of the business - 6:11 Profitability - 7:44 A piece of advice for new investors - 8:52 Business as teamwork: Raphael's team - 10:00 Investing in your mindset and business - 13:38 Keeping his team together - 15:37 The importance of believing in yourself - 18:10 If you want to succeed quickly, you have to hire mentors - 19:26 Taking risks and being successful - 20:07 Raphael's vision for the next years - 20:37 Raphael's goals - 21:37 Courses and education programs of the Real Empire - 22:37 Get in touch with Raphael - 24:00 Words of wisdom for the Real Estate business - 24:36 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

Jun 26, 201927 min

Ep 91It's All About Your Belief System with Tyrone Jackson - Episode 91

Tyrone Jackson, The Wealthy Investor, is a trusted stock market trader and best-selling Amazon.com author, who has built his reputation on his unique ability to simplify stock trading and investing. He is also a mentor and trusted wealth building coach to major Silicon Valley and Hollywood producers. Tyrone is a frequent guest on radio and TV shows and has been quoted in the Los Angeles Daily News, CBS MarketWatch.com, Newsday, the San Francisco Chronicle, and StreetIQ.com. 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 Tyrone Jackson https://twitter.com/wealthyinvest https://thewealthyinvestor.net/ https://www.facebook.com/TheWealthyInvestor/ https://www.linkedin.com/in/thewealthyinvestor https://ar.pinterest.com/wealthyinvestor/ https://www.amazon.com/Trading-Stocks-Made-Easy-Millionaire/dp/0972613714 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Starting in finances: Tyrone's background - 1:53 Being fascinated with wealth - 3:14 His father's advice - 4:05 The greatest thing in the world - 5:30 Using the stock market - 6:08 Revenue and dividend - 7:00 The essence of The Wealthy Investor System - 7:50 Discussing fear and negativity - 9:00 The importance of having a mentor - 10:49 Wealth is a mindset - 11:46 How money can work for you - 12:33 Having a belief system - 14:00 What wealthy people do - 16:20 A mindset instead of an expectation - 19:09 It's about helping people to grow - 20:12 Learning how to make money - 21:45 Going deeper into the idea of the stock market - 22:32 Why get a financial education? - 26:16 Differences between making money with Real Estate and with the stock market - 28:00 Understanding the market - 30:20 Being a student of the stock market - 32:30 Success is a series of positive happens - 33:51 Learning what the game is - 35:16 Tyrone's free E-book and The Wealthy Investor website - 37:59 The Seven Principles of Prosperity - 39:36 Success and financial education - 39:59 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

Jun 19, 201942 min

Ep 90Learning More About Commercial Real Estate With Tim Bratz - Episode 90

Empowering others to become financially free through commercial real estate is the mission that our guest today Tim Bratz (pronounced "Brotts") set out to accomplish. He is the CEO and founder of Legacy Wealth Holdings, a real estate investment company that acquires and transforms distressed apartment buildings into high-yield assets for their own portfolio. 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 Tim Bratz www.LegacyWealthHoldings.com www.CommercialEmpire.com [email protected] https://invite.commercialempire.com/cestart Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Having a business - 2:02 Writing a message - 3:20 Working Fridays and weekends - 4:57 The importance of family - 6:40 Freedom - 8:08 Not responding to a text message in two days - 9:23 Key Performance Indicators (KPIs) in Real Estate business - 11:11 The key number - 12:47 The number one KPI - 13:41 How Tim started his business - 14:25 Talking about Real Estate - 15:00 Tim's background - 17:38 Having the knowledge and mindset for a business - 20:02 Real Estate advantages - 20:48 Building a Real Estate portfolio - 22:45 Commercial Real Estate is not complicated - 26:13 "Driving for dollars" - 28:14 Tim's podcast - 30:07 The cool thing about Commercial Real Estate - 30:45 How Legacy Wealth is created - 33:25 Study if you want to invest in a business - 36:00 Very hard to find deals and easy to find money - 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

Jun 12, 201940 min

Ep 89How To Grow And Protect Your Wealth with Bruce Mack - Episode 89

Bruce Mack, owner and founder of Platinum Financing Group, knows that his funding options and asset protection programs are the perfect solution for all business owners to achieve complete financial freedom. Bruce is here today to share his expertise to help you find the right funding option for your business. Curtis' motto is "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 Bruce Mack [email protected] www.platinumfinancinggroup.com https://www.linkedin.com/in/bruce-mack-650ab7154 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Bruce's background - 2:12 What is a living trust? - 2:57 Tax mitigation and advantages - 5:14 Assets protection - 7:12 What we have to put into a trust - 8:18 Bruce shares a client's story - 10:58 Encouraging people to get a trust - 11:30 Tangible and intangible values and a trust - 12:23 A trust as a private document - 15:10 An example of a possible divorce in the future: what happens with the trust? - 17:53 Playing defense - 20:53 Talking about The Kennedy Family - 21:57 Deferring taxes - 22:20 Talking about real estate investors and types of income - 25:06 Real Estate investors and trusts - 26:30 Bruce talks about his company - 33:10 Talking about the IRA and the 401 (K) - 38:50 Get in touch with Bruce's company - 39:24 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

Jun 5, 201944 min

Ep 88Five Key Components To Improve Your Credit - Episode 88

Curtis May discuss the Five key components to have a better credit score, he dives into this topic and also gives us a piece of advice using some examples to explain how to access to more credit. Stay tuned and learn these five key components! 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 Credit and debt - 2:10 An obligation on future earnings - 2:47 Five components that make your credit score - 4:10 Financial planning for families - 6:27 You have to play defense first - 7:27 Curtis shares an example to help us understand the credit score - 7:47 Talking about good credit scores - 8:41 Looking at your payment history - 9:56 The importance of paying on time - 12:46 What affects your score - 16:12 The personal economic model - 18:07 Managing your cash flow - 18:47 What can you do to improve your score - 21:09 Manage your cash flow and pay yourself on time - 24:24 Take responsibility for your personal economy - 27:07 Increasing your score - 29:18 Pay your things on time - 30:20 You have to learn how to manage debts - 31:00 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

May 29, 201934 min

Ep 87Educating Yourself In The Financial World - Episode 87

Curtis talks about the four categories of expenses, his experience being in Atlanta for a master mentor meeting for financial advisors, and also the importance of learning and educating yourself in the financial world. 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 Being in master mentor meeting in Atlanta - 0:47 Learning new strategies during the meeting - 2:04 Curtis shares a story about reading books - 3:54 The financial education world - 5:40 You have to educate yourself - 6:38 Try to educate yourself and learn more - 7:16 Take control of your finances and teach your kids - 9:05 Talking about expenses and the four categories of it - 9:53 Learning the four categories of expenses - 10:49 Curtis' advice about gambling - 13:44 Eliminate the destructive expenses - 14:21 Curtis' debt definition - 15:09 Always pay attention to your transfers - 16:55 The protective expenses - 18:04 Protecting your income - 19:11 Savings is an expense - 20:15 What are productive expenses - 20:41 Curtis talks about the importance of education - 25:00 Working on your skills - 25:25 Protect yourself and be productive, that is how you grow - 27:44 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

May 22, 201929 min

Ep 86Where The Rubber Meets The Road When It Comes To Finance - 86

Curtis delivers a solo episode to talk about cash flow management. Stay tuned to find out how you can use Curtis' Practical Wealth Money For Life Program, which is a model of how money flows through your personal economy. 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 Check out the video here: https://curtmay.clickfunnels.com/presell-page22061466 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

May 15, 201936 min

Ep 85A Secret To Building Wealth With Real Estate with Marco Santerelli - Episode 85

Marco is the host of the Passive Real Estate Investing Podcast and the founder of Norada Real Estate, a premier real estate investment firm. Marco's mission is to help people create financial freedom by taking the guesswork out of investing. His team is dedicated to researching top real estate growth markets and structuring complete turnkey real estate investments to minimize risk and maximize profitability. 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 Marco Santerelli http://www.noradarealestate.com/Marco-Santarelli/ https://www.passiverealestateinvesting.com/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes How Marco started his career in real estate - 1:55 Turning one property into two or three - 3:20 The turnkey of real estate - 3:56 Being in any part of the world and investing in real estate properties - 6:40 How the investing process is a plan - 7:00 What does it mean to be a "market agnostic"? - 8:38 Your number one asset is you! - 12:50 Educate yourself - 13:43 Saving and investing - 15:00 How do you win at the real estate game? - 17:00 Depreciation on real estate - 18:00 Your cash has to be stored somewhere - 21:05 Marco's company services - 22:54 Real Estate and Insurance - 26:10 Marco recommends us to always take action - 27:00 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

May 8, 201928 min

Ep 84Taking Control Of Your IRA With Eric Satz - Episode 84

If you want to know some options to open the door to alternative investments and also understand a little bit more about self-directed IRA, you have to listen to Curtis talking to Eric Satz. Eric is an entrepreneur, former investment banker, and CEO of Altoira. His company brings people the access and help they need to invest in what they want using their IRA savings. 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 Eric Satz https://www.linkedin.com/in/eric-satz-0b02781 https://twitter.com/ericsatz?lang=es https://www.altoira.com/ https://www.altoira.com/team Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Eric's background - 0:52 Self-directed IRA - 2:11 Empowering every investor with the ability to know their financial future - 3:55 The private market investment returns - 7:17 The different stages of ALTO - 8:13 Supporting people on how to invest in private companies - 9:27 How investing had changed over the years - 10:00 The biggest change in the alternative investments market in the last few years - 11:00 What are alternative assets - 12:26 Retirement money is long-term money - 13:21 IRA and 401(K) - 14:20 Crowdfunding platforms as investment platforms - 14:46 The universal opportunity zone - 16:00 Eric talks about his professional career as a former banker - 18:30 Eric's experience teaching kids - 22:20 The importance of listening to podcasts to know more about the financial industry - 27:25 Looking for ways to improve your capital - 30:12 You always need to create value first - 32:29 The best way to know more about "Altoira" - 33:20 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

Apr 24, 201935 min

Ep 83Turnkey Real Estate In Memphis With Terry Kerr and Liz Nowlin - Episode 83

On today's podcast, Curtis May is joined by Mr. Terry Kerr and Liz Nowlin from Mid South Homebuyers. Their company renovates and sells investment properties to investors all over the world and are here to talk about the turnkey Real Estate in Memphis, how does the Mid South System work, and some turnkey mistakes people make. 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 Terry Kerr and Liz Nowlin https://www.facebook.com/pages/category/Real-Estate-Investment-Firm/Mid-South-Homebuyers-Inc-132092143477020/ https://midsouthhomebuyers.com/ https://www.linkedin.com/company/midsouth-homebuyers Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Terry's background - 1:00 Working with Liz for the last ten years - 2:09 Liz's background - 2:35 Buying a property in Memphis - 3:39 What makes Memphis so unique - 4:30 Having investors around the U.S, helping them during the investment process - 5:59 Rents and cost of living in Memphis - 7:50 The process of finding a house - 10:04 Talking about the application fees - 13:41 Having a guarantee of the property - 18:11 The Real Estate process - 21:00 Mid South Homebuyers website - 22:13 Doing the best for the clients - 24:00 Most people are focused on accumulating money - 27:00 Having good management to find success - 28:08 First-time investors - 34:09 Going to investment conferences and summits - 35:08 Get in touch with Terry and Liz - 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

Apr 17, 201940 min

Ep 82A Tribute To Nelson Nash - Episode 82

Today we pay tribute to Curtis' mentor who recently passed away, Mr. Nelson Nash, the author of "Becoming Your Own Banker". Join us to listen to Curtis explain the importance of Nelson's book and how it has helped people look into the banking system and how it operates. 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://www.amazon.com/Becoming-Your-Own-Banker-Infinite/dp/B001NZO1DS Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes The whole idea behind Nelson's book - 2:00 Money is not wealth - 3:04 How Nelson's book changed Curtis' career - 3:26 Wisdom from a mentor - 4:30 Learning and opening your mind to another way of thinking - 5:21 Lessons learned from Nelson Nash - 7:34 Live like you are going to die today - 8:06 Nelson's principles - 9:00 You have to save money - 9:57 Financing everything you buy - 12:07 Understanding more about Nelson's principles - 14:00 Do not do business with banks - 15:13 How your money can be stolen - 15:33 Knowing how the banking system works - 18:00 Deconstruct your personal economy - 18:30 The first part of Nelson's book: People's problems - 18:48 You have to control your cash flow management - 20:24 The golden rule: use it or lose it - 22:40 Pay yourself back - 23:30 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

Apr 10, 201926 min

Ep 81Gold Is Money With Ken Lewis - Episode 81

On this Practical Wealth episode, Curtis May talks to Kenneth Lewis, who is a results-oriented professional with more than 20 years of leadership experience across a broad range of retail and technology organizations, many of which are in the Fortune 500. His strategic and operational changes have resulted in growing both the top and bottom lines of an organization. Mr. Lewis recognizes the importance of taking care of our customers while showing a deep commitment to the development of employees. Mr. Lewis joined APMEX in 2011 as EVP of Operations, followed by two years as Chief Operating Officer. 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 Ken Lewis https://www.apmex.com/leadership-team [email protected] www.onegold.com www.apmex.com Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Talking about Ken's portfolio - 1:46 Believing in wealth preservation - 3:30 Technology, cryptocurrency, and bitcoin - 4:18 Being skeptical about the financial industry - 7:54 Understanding a little bit more about physical metals - 8:18 Ken's company mission and how he wants to help people - 10:45 The dollar value in the last 15 years - 12:55 What is OneGold? - 13:39 OneGold makes precious metals ownership easy - 14:40 Not being a fan of borrowing against assets - 17:17 Talking about speculation - 18:40 Inflation and metals - 19:10 Politics about metals in the USA - 21:00 You have to be the master of your money - 22:50 The gold market - 25:30 Protecting your wealth - 26:46 Education about precious metals - 27:10 Ken wants people to get into the metals market - 29:43 Listening podcasts about precious metals - 31:09 What happens if you buy gold? - 32:03 What to do if you want to enter the gold market - 33:00 How easy is to use the OneGold platform - 35:26 The four-assets classes - 36:08

Apr 3, 201937 min

Ep 80Half-Truths About Personal Finance - Episode 80

Curtis delivers an episode by himself to "rant" about concepts and products that are typically used and promoted in personal finances. He also talks about the recent events he has been a part of and the upcoming Small Business Owner Wealth Summit. 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 The Small Business Owner Wealth Summit Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Curtis talks about the latest events he has been a part of - 0:30 Curtis invites you to check out his more detailed content available on his site - 2:00 At a men's breakfast, Curtis went on to say the exact opposite as the previous speaker - 5:00 Personal finance vs. Corporate finance - 8:30 Thoughts on Compound Interest Rule of 72 - 9:00 The problem with letting money sit in one place - 12:30 Find an immediate way to maximize the productivity of your resources - 13:00 Your philosophy will determine how you spend, save, invest or give away your money - 13:50 Comparing Whole vs. Term Life Insurance - 15:50 Paying off debt does not generate wealth - 16:50 The opportunity cost, and the cost of waiting - 17:30 Risk, taxes, penalties, inflation, and depreciation - 19:10 Self-insurance is a myth! - 20:15 Your #1 investment is your business - 23:30 The Small Business Owner Wealth Summit - 25:40 If you want financial freedom, call Curtis 610-622-3121 - 30:05 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Mar 27, 201931 min

Ep 79Understanding Real Estate On Your Own Terms with Zach Beach - Episode 79

An outstanding coach and mentor, on this episode we are joined by Zach Beach. His current focus is on helping people from all different backgrounds start or preserve their real estate investing business. Stay tuned to listen to Zach and Curtis discuss how he started in the business and how he came to specialize in speaking with sellers to find the best option for them. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 Connect with Zach Beach [email protected] https://www.smartrealestatecoach.com/about-us/ https://www.amazon.com/Real-Estate-Your-Terms-Continuous/dp/1599328194 WEB FREEBIES - https://hugewhy.isrefer.com/go/WEBFREEBIES/Pwealth/ FREE WEBINAR - https://hugewhy.isrefer.com/go/Web/Pwealth/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Zach's background - 0:49 Starting Real Estate Investing at 25 years old - 1:45 Having multiple lead sources - 3:42 Starting to look for what you want to accomplish - 4:43 The education process - 5:17 Zach's influences - 6:02 Buying and selling properties on terms - 6:58 No cash or credit - 7:15 Paying a higher price - 8:19 The length of the term - 8:23 Creating wealth early in your life - 8:35 Three pay-days - 9:07 An example of the Real Estate process - 11:47 Understanding infinite investments - 16:39 Focusing on cash flow without having to use your money - 17:57 Investing in your mindset and skill set- 19:01 Coaching buyers and sellers on how to make a deal - 21:58 Teaching people how to make deals - 22:53 What does a Smart Real Estate Coach do? - 24:02 Someone that complains V.S. someone that make deals - 25:47 Hot and cold markets - 26:01 Get in touch with Zach - 27:39 Real Estate On Your Terms - 27:59 Buying assets that throw up cash flow -29:55 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

Mar 20, 201931 min

Leveraging Real Estate Market Cycles with Lee Kearney - Episode 78

Curtis is joined by Lee Kearney, one of the most successful single-family Real Estate investors in the country. Lee has flipped over 7000 houses in the past decade and is known for understanding and leveraging real estate market cycles. Lee shares his insights on the real estate business and how you can come out on top. Listen in to this amazing 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 Lee http://www.spinbrokers.com/ https://www.linkedin.com/in/leemkearney/ https://www.amazon.com/Guide-Private-Lending-Profits-Author/dp/B010DPTRI2 Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Seven steps to creating long term wealth in Real Estate - 1:25 Understanding the current market cycle - 4:10 How technology allows you to buy anywhere - 5:20 Investors and passive investments - 6:14 Advantages of an internal property management team - 7:04 Hiring a property management company - 7:30 Understanding the property management system - 8:33 Does the market make sense so you can buy a house in this cycle? - 11:28 What to do if you need access to cash - 16:07 An example of the market cycle - 17:58 Rentals and leverage - 21:30 Leverage is the key to wealth - 21:37 What teaches Robert Kiyosaki - 23:23 Building a rental portfolio - 25:02 Investing or lending your savings - 29:24 Lee explains his seven steps to create long-wealth - 30:15 If you think small your business is going to be small - 30:57 Certain things that lenders want - 37:52 What to do if you want to make money - 38:28 One of the biggest mistakes that the banks made 12 years ago - 41:18 Understanding the market cycle helps you understand the game - 42:30 Joining groups of people that give you good content and learn from them- 47:05 Real Estate education - 48:25 Needing great tools to succeed - 51:04 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

Mar 13, 201952 min

Ep 77Teaching Kids About Money With John Lanza - Episode 77

Do you want to teach your kids about money? Then this podcast is a must-listen for you. John Lanza, the chief mammal at The Money Mammals, suggests we start talking to kids about money when they're in preschool (after all, they're already being bombarded with advertising that's encouraging them to spend, spend, spend). 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://www.themoneymammals.com/ https://ve.linkedin.com/company/themoneymammals https://es-la.facebook.com/themoneymammals/ [email protected] https://twitter.com/johnlanzajr https://twitter.com/themoneymammals https://www.instagram.com/themoneymammals/ https://www.amazon.com/Money-Mammals-Saving-Fun/dp/B000EU82F6 https://theartofallowance.com/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Where this idea came from - 1:55 Learning early about money - 3:05 Appropriate age to start the process - 3:55 Kids become aware at a very early age - 4:55 Emergent financial illiteracy - 6:10 Comfortable with money conversations - 6:47 Mistakes when teaching kids about money - 9:27 Spend, invest, save or give it away - 11:31 Share, save and spend smart - 11:55 Discussing common myths - 13:25 Work to make your money - 14:01 Learning to be smart with your money - 15:00 Where to get John's Book - 16:42 What's inside his book? - 18:02 Giving the money back - 19:30 Saving as much as possible- 21:20 The Money Mammals Program - 21:54 Teaching in schools - 23:00 A program that also teaches parents - 23:20 An open conversation about money with your kids - 28:09 Get in touch with John Lanza - 30:24 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

Mar 6, 201933 min