The Practical Wealth Show

In this episode, Curtis May features Kira Wissman who is an OPERATIONS AND LEADERSHIP EXPERT, and Chris Mannina a SMALL BUSINESS FINANCE EXPERT of KWC, a team of accountants and advisors all dedicated to the founding principle of providing quality personal service. Highlights Fundamentals of accounting and reporting - and their application in the real world Motivating staff, communicating effectiv...

In this episode, Curtis May sits down with Joe Pantozzi, my mentor from Alpha Mega Wealth. His wealth management firm devotes effort and resources to Client Education to define: Money versus math; material versus educational wealth; asset wealth management versus wealth management; generational wealth, versus cultural wealth, versus community wealth, etc. Joe believes too many people neglect to un...

In this episode, I'm with my close friend Terri Brown. She is a real estate investor, developer, general contractor, coach, and professional speaker. She is a serial entrepreneur with all of her companies operating with a service impact model. She embodies the essence of resourcefulness and resilience.   Highlights How to Build Generational Wealth Financial Planning Develop yourself Before jumping...

Joining me today is a really great guest, Chris Finlay, an innovator and leader in today's evolving senior housing and multifamily real estate world! As chairman and CEO at Lloyd Jones, Chris works to expand the company's senior housing interests. His extensive real estate investing experience, development background, and passion for world-class senior living facilities create an exciting opportun...

A short episode where Curtis talks about how to teach your kids about finances and for them to be able to save money efficiently by using Whole life insurance with properly structured dividend paying whole life, build capital, understand and manage credit and the three rules of investing. Tune in now!   Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.pract...

Curtis interviewed Marty Greenbaum, a 30+ year franchise industry professional, Certified Franchise Executive (CFE), and founder of Smart Franchise Investing. Marty was fortunate to grow up in an entrepreneurial family, his grandfather owned one of the largest specialty printing companies in downtown Chicago and his father was a serial entrepreneur that was a pioneer in the shipping and packaging...

Curtis interviewed one of his successful clients, Dr. Leslie Becton, who is the founder and Chief Executive Officer of Murrell Community Counseling Services (MCCS), as well as the esteemed Mindset Mastery Coaching. She discusses and offers a transformative approach to help busy professionals overcome anxiety and chronic stress without spending years in therapy. Through this specialized coaching pr...

Curtis interviews Dylan Vanas, a digital marketing entrepreneur, founder, and CEO of AgencyBox, a white label platform that has helped more than 3,500 agencies run profitable businesses, and co-founder of Mindful Agency, an agency that works with some of the top personalities and brands in the world, helping them dominate their online presence. His businesses have generated remarkable revenues exc...

Curtis interviews Mark Jackson, fondly known as "MJ", who has become the go-to Valuation Specialist for people who want to achieve more in their real estate investing business. In 1999, MJ founded an appraisal company, and soon after found his true gift was analyzing property value for real estate investors. Once MJ began investing himself, the floodgates opened. Since 2000, he has been able to cl...

Curtis interviews Melinda Emerson, known as "SmallBizLady," who is America's #1 Small Business Expert and a media spokesperson, influencer, and keynote speaker. She has been the CEO of Quintessence Group for over 24 years and has a marketing consulting firm that serves Fortune 500 brands targeting the small business market. Melinda also has an online school, SmallBizLadyUniversity.com, which teach...

This is a short episode where Curtis explains the methodology called Principled Based Planning that focuses on helping his client to BECOME and REMAIN financially free. Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 ERC Tax Credit - https://ercs...

In this episode, Curtis interviewed Garrett Gatton, a full-time real estate agent and growing investor in multi-family and commercial real estate. As the co-host of the RE: Invest podcast, he's passionate about educating other investors so they can pursue their goals and maximize their life through the power of real estate investing. Garrett has experience in joint ventures, and syndications as a...

In this episode, Curtis interviewed the host of the Moonlight Real Estate Side Hustles and Syndications Show, Eric Lindsey. He discusses how working professionals and busy people can also invest in Real Estate as a Side Hustle or a Full-Time business. This episode is for the people who have a minimal amount of time to build their Real Estate Businesses. In short, you are individuals looking to mak...

I interviewed Nina Granberry, one of my outstanding clients who is now a real estate investor with the help of the Becoming Your Own Banker strategy. Nina was able to navigate the real estate market and she has been organized with her finances after working with me. She is even saving up extra money now. Tune in while she tells her story and her best practices toward financial freedom. Who's the G...

I have interviewed Neil Twa, the founder and CEO of Voltage Digital Marketing. Neil partnered with a local community on a project he believed would be a game-changer. He found out that he was being defrauded and had to quit the project, losing his entire investment. We discuss private label and e-commerce businesses and how you can learn insider strategies on how to build a hyper-profitable Amazon...

Curtis interviews Seth Bradley, who shares his personal journey and emphasizes self-education in creating passive income and financial freedom. Seth underlines the value of real estate as a hard asset and advises beginners to gain practical experience through various learning resources. He suggests reducing expenses and exploring alternative financing options for those with limited funds. Stressin...

In this episode, Curtis May interviews M. Shannon Hernandez, founder of Joyful Business Revolution™. Shannon highlights the importance of organic and email marketing for business growth, noting that businesses often make the mistake of focusing too much on social media marketing instead of growing their email list. She emphasizes that email marketing should be a priority for businesses and suggest...

In this episode, Curtis May and financial expert Craig Wear, discuss the importance of Roth conversions for IRA millionaires. These conversions help avoid significant taxes for both individuals and their heirs. The focus should be on the distribution phase, ensuring net worth maintenance and tax minimization. Craig highlights the significance of finding the right tax bracket and timing for maximum...

In this episode, Axel Meierhoefer and I discuss Breaking the Time Barrier and Achieving Time Freedom through Mentoring. The audience will learn about the importance of accountability, motivation, and feedback in the mentoring process, which can help them stay on track and continue to make progress even when faced with challenges. By implementing the strategies and advice shared, the audience will...

In this podcast episode, real estate expert Al Curiel highlights the advantages of note investing, which involves buying and selling property-secured mortgages. The current market offers ample opportunities for such investments, particularly when acquiring discounted assets during downturns. Note investing emphasizes collaboration with homeowners to develop win-win financial solutions. Al also use...

In this episode, Pedro Moore is a 2x founder and season deal strategist, startup and small business investor, and lover of all things business. He is the Co-Founder of FundingFuel, a small business financing and investing marketplace, host of Earned Interest Podcast, Business School for the Culture. He is also a venture capital advisor to various investors such as Daymond John of ABC's hit TV show...

In this episode, Alex Sonkin and I discuss the Due Diligence Project. The due diligence project is essential for minimizing potential risks and making informed decisions when considering mergers and acquisitions, investments or partnerships. By conducting thorough due diligence, investors can identify any potential red flags, legal liabilities or operational weaknesses that could affect the succes...

"How to be an Active Passive Investor with Neal Bawa" features an interview with real estate investor and educator Neal Bawa. The discussion focuses on strategies for being an active passive investor in real estate, including tips for selecting markets and asset classes, identifying potential investments, and managing risk. Neal emphasizes the importance of data-driven decision-making and the need...

In this episode of the Practical Wealth Show, Curtis May discusses the importance of having maximum protection and playing defense in one's financial planning. He shares his recent health scare story to stress the importance of being prepared for unexpected events. Curtis highlights the importance of having disability insurance and estate planning in place. Disability insurance can restore cash fl...

This Episode is special. I'm with Jessica Fialkovich, a Business Exit Expert, a bestselling author, speaker, and small business advocate. She sold her first business a decade ago and successfully exited it before buying her next business - a business brokerage office. She has since built the fastest-growing and most successful business brokerage firm in the US.  Jessica realized that most business...