In this episode of The Practical Wealth Show, Curtis May interviews Brandi Jo Newman, a leading Infinite Banking practitioner and agency builder who has mastered the art of scalable growth through paid advertising, automation, and systems thinking.

Brandi explains how she built a $12,000-per-month paid ad engine that fills her team's calendars with qualified prospects, and how she uses AI and automation to turn each piece of content into a lead-generation system. Together, they unpack the business model behind her success and how it connects with Curtis's principle-based approach to wealth building.

Topics Covered:

• Why control, liquidity, and legacy matter more than rate of return

• How Brandi defines "wealth with intention" and "legacy by design"

• The role of Infinite Banking (IBC) as a system of control rather than just an insurance product

• Tax drag, wealth drains and how to plug them

• Private deal access and how high-income earners can deploy capital differently

• Your host's Money4Life Blueprint and how it aligns with Brandi's structure

• Practical steps listeners can take to become their own banker & macro-manager of money

Key Takeaways:

• Money working for your values, not the other way around

• Shifting from chasing returns to building systems of efficiency

• How to use cash-value life insurance intelligently as a control tool

• Building liquidity, flexibility, tax-efficiency, generational structures

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

• Take the Next Step with Curtis May:

• Business Owners: Assess Your Challenges with Cash Flow → https://curtis-73no5r8j.scoreapp.com

• Private Banking Readiness Assessment → https://curtis-qljorw8q.scoreapp.com

• How Ready Are You to Be Your Own Bank? → https://link.agent-crm.com/widget/quiz/XJwH7kM0wWxYB1KICcOW

• Connect with Brandi Jo Newman

• [email protected]

• https://linktr.ee/brandijonewman

Special Listener Gift

• Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

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Real-estate operator August Biniaz (Co-Founder & CIO, CPI Capital) breaks down how he grew from agent and small developer to closing $225M+ in multifamily assets—plus the boutique advantages that win in today's market: cross-border investor structures, a mid-market acquisition lane ($20–$50M), and ruthless underwriting discipline (rent growth, exit caps, and debt selection). We cover value-add vs BTR, lessons from deals walked away from, and why talent, conservative debt, and 95% occupancy targets matter more than spreadsheets.

Highlights

• The mid-market moat: Why 100–300 doors,

• LP economics first: Targeting 15–20% average annualized returns and passing the "net-to-investor" test before bidding.

• Underwriting levers that kill deals: Keeping organic rent growth to ~2.5%–3%, and being conservative on exit cap rates.

• Debt is destiny: Why fixed, interest-only 5-year debt reduces "debt distress" risk.

• Boutique advantage: Direct access to principals, tight asset management, investor dinners, and hands-on ops.

• Cross-border structure: How Canadian LPs invest into U.S. deals while avoiding double taxation and using registered retirement funds (via MFT).

• Lessons learned: "Best deals are often the ones you walk away from," plus "hire slow, fire fast.

Enjoyed this? Subscribe to The Practical Wealth Show, share with an investor friend, and book a discovery chat to map your cashflow and capital strategy.

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

• Take the Next Step with Curtis May:

• Business Owners: Assess Your Challenges with Cash Flow → https://curtis-73no5r8j.scoreapp.com

• Private Banking Readiness Assessment → https://curtis-qljorw8q.scoreapp.com

• How Ready Are You to Be Your Own Bank? → https://link.agent-crm.com/widget/quiz/XJwH7kM0wWxYB1KICcOW

• Connect with August Biniaz

• [email protected]

• LinkedIn: linkedin.com/in/augustbiniaz

• Company: cpicapital.ca

• Newsletter: cpicapital.cpicapital.ca/newsletter

• Investor scheduling: meetings.hubspot.com/a

• Phone: +1 (604) 363-4797

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

On this episode, Curtis May welcomes Brent Kesler, a former chiropractor who transformed his life by applying a 200-year-old wealth strategy once used by the Rockefellers and Morgans. After eliminating nearly $1 million in debt in just 39 months, Brent sold his five successful chiropractic clinics to dedicate himself fully to wealth education. Today, as the founder of The Money Multiplier, Brent has taught more than 17,000 people how to build generational wealth outside of Wall Street's traps. His own daughter became a millionaire by age 24 using these very principles.

Highlights

What You'll Learn:

-How the Money Multiplier Method helps families transform their financial future

-Why Brent believes 401(k)s are outdated and dangerous

-How to accelerate debt freedom and build a private family banking system

-Case studies from everyday people who've created generational wealth

-The role of financial literacy in preparing the next generation

Key Takeaway:

You don't need to start wealthy to build wealth. With the right system, you can eliminate debt, stop losing money to banks and Wall Street, and take control of your financial future.

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

• Take the Next Step with Curtis May:

• Business Owners: Assess Your Challenges with Cash Flow → https://curtis-73no5r8j.scoreapp.com

• Private Banking Readiness Assessment → https://curtis-qljorw8q.scoreapp.com

• How Ready Are You to Be Your Own Bank? → https://link.agent-crm.com/widget/quiz/XJwH7kM0wWxYB1KICcOW

• Connect with Brent Kesler & The Money Multiplier:

• Instagram: @the.money.multiplier

• [email protected]

• Facebook: The Money Multiplier

• LinkedIn: Brent Kesler

• Website: themoneymultiplier.com

• Linktree: linktr.ee/themoneymultiplier

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

In this episode, Curtis May sits down with Dr. Laquore J. Meadows, wealth strategist, educator, and CEO of Invest2Give and founder of Stocks & Sorors. Rising from poverty to earning her Ph.D., Dr. Meadows built a business dedicated to helping professionals and entrepreneurs take control of their financial futures through stock and options trading. We dive deep into her signature framework, the Wealth HOUZ, and her mission to show that your financial freedom should never hinge on politics, headlines, or fear of the market.

Highlights

What You'll Learn:

-Why elections and headlines don't control your financial destiny

-How the Wealth HOUZ helps you move from renting your financial future to owning it

-A 3-step framework to turn market uncertainty into opportunity

Dr. Meadows's journey from poverty to PhD and the lessons she brings to wealth creation

Key Takeaway: Financial empowerment begins with mindset and structure, not circumstances. You can build wealth regardless of who's in office or what the market is doing.

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

• Take the Next Step with Curtis May:

• Business Owners: Assess Your Challenges with Cash Flow → https://curtis-73no5r8j.scoreapp.com

• Private Banking Readiness Assessment → https://curtis-qljorw8q.scoreapp.com

• How Ready Are You to Be Your Own Bank? → https://link.agent-crm.com/widget/quiz/XJwH7kM0wWxYB1KICcOW

• Connect with Dr. Laquore Meadows

• [email protected]

• Instagram: @invest2give

• LinkedIn: Dr. Laquore J. Meadows

• Website: invest2give.com

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

Most business owners think filing taxes is enough. The truth? Compliance keeps you safe, but strategy builds wealth.

In this episode of The Practical Wealth Show, Curtis sits down with Catrina M. Craft, CPA and tax strategist, to uncover how entrepreneurs can cut taxes by 25% and boost profits by 20% using proactive strategies the ultra-wealthy already know.

Catrina shares her journey of losing 80% of her income and $100K in debt, rebuilding her business with the same tools she now teaches high-earning entrepreneurs through her Craft Money Map™ system.

Highlights

Together, Curtis and Catrina break down:

• The difference between compliance vs. strategy in tax planning.

• Silent money leaks that cost entrepreneurs thousands each year.

• Lessons from celebrities and creators that everyday business owners can apply.

• How to turn taxes from a penalty into a pivot point for lasting wealth.

• What to expect as tax laws shift over the next 5 years — and how to stay ahead.

If you want to stop leaking money to the IRS and start building a resilient financial system, this conversation is your wake-up call.

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

• Connect with Catrina M. Craft

• Learn more about Catrina: CatrinaMCraft.com

• Explore the Money4Life Blueprint: https://link.agent-crm.com/widget/quiz/fhd4bpJNM6FkfmJI22bs

• Use the already to be the bank assessment

• Links/Resources: Free Strategy Call : https://link.agent-crm.com/widget/booking/P3coOQC0HSpJeuIumy8f

• [email protected]

• Guest Additional Info: Facebook : Catrina M Craft | Dallas TX

• LinkedIn: https://www.linkedin.com/in/catrinamcraft/

• Visit: entertainmentcfo.com

• Visit: cmcraft.com

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

Taxes are your single biggest wealth transfer bigger than housing, food, or payroll. In this episode, Curtis May sits down with Matthew Pearson, co-founder of Advisors Excel, to uncover why most families and business owners overpay the IRS and what proactive strategies can fix it.

You'll learn:

-The difference between reactive vs. proactive tax planning.

-The 3 silent killers of business wealth.

-How poor bookkeeping and wrong entity setup drain cash flow.

-Why defense (tax strategy) wins championships in wealth-building.

👉 Ready to find out if you're tipping the IRS? Take the Tax Assessment here: https://link.agent-crm.com/widget/quiz/KvArsvt6IExjRpJCPcA1?notrack=true

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

• Connect with Matthew Pearson

• [email protected]

• linkedin.com/in/matthewwpearson

• Website: excelempire.com (Company)

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

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

Think self-storage is just a bunch of metal doors and padlocks? Think again.

In this episode, Curtis May sits down with Joe Downs, co-founder of The Belrose Group, to reveal how this overlooked asset class is creating both active and passive income streams for savvy investors.

Discover the "niches within niches" strategy Joe uses to find untapped opportunities, why self-storage thrives in any economy, and the simple steps to go from curious investor to facility owner.

Whether you're looking to diversify your portfolio, replace your income, or build generational wealth, this conversation will change how you think about real estate investing.

Most people think of self-storage as just rows of metal doors… but what if I told you it's one of the most recession-proof, cash-flow-rich investments out there?

Let's get into it.

Highlights

• The importance of cash flow over net worth.

• Reinventing business strategies in the face of industry changes.

• Comparing self-storage to multifamily and hotel investments.

• Self-storage as an overlooked yet lucrative investment.

• The emergence of self-storage education and mentorship.

• Leveraging tools like SBA loans for storage investments.

• Practical advice for those interested in starting a self-storage business.

• Investing using whole life insurance policies.

• The mindset needed for entrepreneurial success.

• Exploring diverse niches within the storage industry.

• Opportunities in self-storage in the current economic climate.

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

• Connect with Joe Downs

• LinkedIn: joe-downs-7990851

• Phone number: 610-283-0944

• Email address: [email protected]

• https://www.belroseam.com/

• https://www.belroseam.com/us-mortgage-resolution

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