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It's not what you make, it's what you keep. In Episode 2, Curtis uncovers the five major ways you're likely transferring wealth away from your family—without realizing it. These aren't budget cuts or coupon tips. These are hidden leaks in your financial system that cost you tens (or hundreds) of thousands over time. Listen to learn how to spot and stop them, and why Infinite Banking is one of the most powerful ways to redirect wealth back into your control.
Highlights
What a "wealth transfer" really is—and why it's often invisible
The five most common wealth transfers that sabotage families and business owners
How to identify leaks in your own financial strategy
Where Infinite Banking and principle-based planning come into play
Links and Resources from this Episode
https://www.practicalwealthadvisors.com
https://www.practicalwealthsolutions.net/
Email Curtis for a free report - [email protected]
Call his office - 610-622-3121
ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
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.
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By Curtis May5
4545 ratings
It's not what you make, it's what you keep. In Episode 2, Curtis uncovers the five major ways you're likely transferring wealth away from your family—without realizing it. These aren't budget cuts or coupon tips. These are hidden leaks in your financial system that cost you tens (or hundreds) of thousands over time. Listen to learn how to spot and stop them, and why Infinite Banking is one of the most powerful ways to redirect wealth back into your control.
Highlights
What a "wealth transfer" really is—and why it's often invisible
The five most common wealth transfers that sabotage families and business owners
How to identify leaks in your own financial strategy
Where Infinite Banking and principle-based planning come into play
Links and Resources from this Episode
https://www.practicalwealthadvisors.com
https://www.practicalwealthsolutions.net/
Email Curtis for a free report - [email protected]
Call his office - 610-622-3121
ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
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 RSS

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