The Practical Wealth Show

Curtis emphasizes the importance of understanding the concept of infinite banking and advises listeners to think long-range and not to be afraid to capitalize. He also recommends Practical Wealth Solutions, which can help people set up privatized banking systems using properly structured dividend-paying whole life policies.    Links and Resources from this Episode www.practicalwealthadvisors.com E...

In this episode, Ryan Tansom and I discuss Creating a strategic Growth plan for your business. So if you want to know what are the 3 financial targets an owner should identify, monitor and measure? How do you create a strategic plan to increase the value of your business, what are all the different ways to exit a business and what are the major differences so you can know the 5 intentional growth...

In this episode, I'm with Fred Moskowitz, an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. He teaches the concept that individual investors are able to step into the...

In this episode, Brent Turner and I discuss basically three areas in which we help them find money that they're losing unknowingly and then necessarily. The ThirdBox Process™ creates a competition-free zone in the client's mind that only you live in. Learn to uncover the millions of dollars people are losing over their lifetime and implement strategies to stop these losses. In this episode, you'll...

This episode is a short discussion about wealth capture. Your number one asset is you. And so, what do you invest in your mindset, your skill set, and your network who you know, and most importantly, who knows you? And so, our goal, as we call it in our system, is a cashflownaire and get to the glorious position of FU, which is passive income greater than expenses. So, you have to know, if you wan...

This episode is a short discussion about the function of time in your financial planning. The following things were discussed: Exploring how powerful the time What are the issues and roles of compounding, accumulation in time and financial future, and your financial future? How much time do you have and creating a Cash Flow Thanks for tuning In! Thanks so much for being with us this week. Have som...

In this episode, George Liu and I discuss generating multiple six figures a year by working an hour a day. So if you want to know how to run a profitable business, how to triple your revenue in 3 weeks, and how to make and have more time so you can generate multiple six figures a year working an hour a day, tune in now! In this episode, you'll discover: How Gym Owners Are Adding $30k In 90 Days, R...

In this episode, Stephen Sacks, Founder of Funding Nav, and I discuss dominating your industry by acquiring your competitors without spending your own money. So if you want to raise some needed funds without giving away equity, dominate your industry by acquiring your competitors without spending your own money, and implement the eight value drivers so you create an asset you can sell at a premium...

In this episode, I'm with my good friend Robyn Smith Haynes. Robyn is a single mom of two beautiful girls who decided about five years ago to walk away from her marriage. She knew how to do taxes. She had been doing it for her friends. A few years ago, she got certified, and then came the pandemic. So with that, it was like word of mouth got around and everybody's like, well, if you can't go to th...

In this episode, I'm with my good 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. We talked about financial independence, wealth exposure, and access to individuals and communities that are otherwise disenfranchised and distressed. Terri's...

In this episode, Patrick Yip and I discuss why investors should consider owning precious metals. If you want to know why gold is relevant, if crypto is the new gold and if gold is a good investment so you can know how to position your portfolios during an inflationary environment, tune in now! In this episode, you'll discover: "Why should investors consider owning precious metals" How should inves...

In this episode, Natalie Kolodij and I discuss Multiple ways to generate Tax-Free Income with real estate. So if you want to Avoid the most common Real Estate Tax Mistakes, Understand your tax return and what questions to ask your Tax Advisor, and how to save on taxes by employing your children so you can learn Multiple ways to generate Tax-Free Income with real estate, tune in now! In this episod...

In this episode, I'm with George Waters. Together, George and I discussed how to start from zero to 6 figures with Turo and similar hosting platforms. So if you want to know how to get started, what types of cars work best, and how to scale using other people's money so you can replace your job income, tune in now! In this episode, you'll discover: "Building a car sharing" How to get started How t...

In this recent episode, I sat down with Jacob Vanderslice. I discussed his journey in the real estate state world and how they expand the self-storage business that is downside-protected, recession-resistant, and durable recurring revenue streams. He also mentioned the three ways to invest in the self-storage asset class. The diverse background of VanWest's principle allows the company to look at...

In this recent episode, I sat down with Matthew Ablakan and talked about his journey at a very young age when he began trading Pokémon cards to teach him a variety of skills such as how to negotiate and the importance of demand and supply. As he entered high school, Matthew began to sell Jansport backpacks, hair straighteners, and dog tags to his peers. Не began to dabble in mutual funds on a smal...

In this recent episode, I interviewed Chase Insogna, CPA, CGMA. He has always loved entrepreneurship and small business, and that is why he focuses on helping fellow small businesses grow. He was in the business for 12 years already and is using his tax expertise and investment insights to save them as much money as possible. Chase also gives insights on how eCommerce business owners can save on t...

In this recent episode, I interviewed John Michailidis, MSIRE, JD, an attorney and entrepreneur with degrees in economics, international real estate, and law and the author of the book, Strategic Planning and Investing for Individuals: Asset Protection, Diversification, and Passive Investing for Cash-flow and Lifestyle Liberation. He discusses how everything can be syndicated and why team sport is...

I interviewed Wes Wessel. He has a financial services business with a very unique approach in that they can help people FIND MONEY that they are currently losing unknowingly and unnecessarily. He discussed his approach to helping small businesses using ERC and his goal is to help you get your money back. There's Still Time to Claim the Employee Retention Tax Credit! His 3 Key Strategies for Retire...

How to give value to the people? What is the purpose of the business? In this episode, Curtis is joined by Bessi Graham, an award-winning entrepreneur with over 20 years of experience working with business owners, governments, and large funding bodies to bring "doing good" and "making money" back together. Bessi discusses an unparalleled perspective on what makes changes happen. Working with peopl...

In this recent episode, I sat down with a good friend, Jason Rodriguez, CEO of Prominent Insurance Services, an Insurance brokerage agency located in Delaware, covering their regional market area. His partnership with Prominent Insurance brings his strong client-centered skills to the organization. Jason explains how important for their franchisees is to produce more sales and how they help them i...

In this recent episode, I sat down with Julia Choseed, an Investor, Designer, and Consultant. Julia is the founder of Brickhouse Builders, a real estate development company that focuses on investing in Philadelphia's Strawberry Mansion neighborhood. We talk about her 5-year journey in the real estate industry, giving us the definition of House hacking and the BRRRR method to build a whole portfoli...

In this recent episode, I'm with John Casmon, a multi-family real estate entrepreneur and marketing maven with extensive experience collaborating with others to deliver profitable results, and hosts the popular and growing real estate podcast, Target Market Insights. We talk about Prosperity Economics, being the CEO of your life, even differentiating destructive debt versus constructive debt, and...

In this episode, Curtis May sits down with KAYR (pronounced KAY-R), co-founder of KAYJAY Consulting. KAYR is a stellar example of a young professional who has benefited from working on Wall Street and building a multi-million dollar real estate investment company with currently over 100 rental units from scratch. Their discussion focused on the misinformation of real estate investing nowadays, sta...

In this episode, Curtis May sits down with Michelle McKenzie. Michelle is the Host of WHERE'S THE FUNDING?, a podcast that she created to bring attention to the limited access to funding and the challenges faced by BIPOC entrepreneurs. She utilizes her strength as a realtor to connect with guests and maximizes her listening and inquiry skills to create a great experience for her guests and valuabl...

I interviewed Ryan Niddel, a CEO, Board Member, and Entrepreneur. He is also the leading authority on improving companies' revenue by improving EBITDA through increased operational efficiency, lean manufacturing principles, and more. He has helped with the acquisition or exit of more than 11 companies while seeing their collective revenue surpass more than $237M. We talked about Internet Marketing...