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Show Notes
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
- 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
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