The Practical Wealth Show

In this week’s episode of Escaping the Rat Race, I sit down with the CEO of a leading credit union, Kendall Garrison of Amplify Credit Union to explore how digital banking is transforming the way we manage our finances and why traditional banks are struggling to keep up. If you’re curious about the future of financial services, the impact of fintech, and how credit unions are stepping up to meet the demand for digital innovation, this is an episode you don’t want to miss!

Highlights

• The digital shift in banking – Is it permanent?
• How credit unions are competing with fintech and neobanks
• The future of physical bank branches in a digital world
• Innovations in cybersecurity for digital banking
• Personalized financial services in an age of automation

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i 
• Connect with Kendall Garrison
• [email protected]
• Visit their website: https://goamplify.com/
• Follow him on LinkedIn: linkedin.com/in/kendallgarrison
• 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, we're diving into a crucial topic that every working professional needs to understand: income protection. Life can throw unexpected challenges our way, and when you're unable to work, your paycheck shouldn't be one of them. Join us as we uncover the secrets to safeguarding your income, ensuring that you and your loved ones are financially secure, even when life takes an unexpected turn. Whether you're an entrepreneur, freelancer, or employee, this episode will provide practical tips and strategies to protect your earnings and maintain financial stability, no matter what comes your way.

Highlights

• Income stopped tomorrow: What would you do?
• Your financial plan must work in all market conditions.
• Focus on the order of financial steps.
• Lifestyle regulator/budget: Balancing current and future needs.
• Cash flow management as the first step.
• Saving 15-20% of gross income.
• Importance of playing financial defense.
• Consequences of losing your income.
• Real costs and risks of disability.
• Insurance: A necessary preemptive measure.
• Restoring cash flow through insurance.
• Types and benefits of disability insurance.
• Own occupation vs. any occupation.
• Personal anecdote on government disability claims.
• Key factors: Benefit amount, waiting period, payout duration.
• Financial planning: Cost of peace of mind.

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Text PROTECT to 833-422-0250 to get a FREE Report
• 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

Join us for an enlightening episode of Practical Wealth Solutions featuring Bronson Hill of Bronson Equity. Discover how you can fire yourself and replace your working income with passive income in just three years or less.

Bronson shares his expert strategies on building wealth through passive income, providing actionable insights that will empower you to take control of your financial future. Don't miss this chance to learn from a seasoned professional and transform your financial landscape. #PracticalWealthSolutions #PassiveIncome #FinancialFreedom

Highlights

• Investing in mindset: money working for you.
• Freedom of time vs. financial freedom.
• The importance of passive income scalability.
• The concept of “wealth worthiness.”
• Continuous learning as a rich habit.
• Rich people read more: daily learning habits.
• The growth mindset approach to failures.
• Making large leaps through valuable networks.
• The value of teaching what you learn.
• The role of habit and reflection in success.
• Freedom from jobs through passive income.
• Experimentation and low-risk investments.
• The practical tips for achieving wealth.

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Bronson  Hill
• [email protected]
• TEXT "INFLATION" to 33777
• https://a.co/d/6afsXmN
• 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 enlightening episode of Practical Wealth Solutions, we dive into the world of build-to-rent real estate and uncover how this investment strategy can revolutionize your financial future. Learn how to escape the rat race, create sustainable passive income, and secure a prosperous legacy for your family.

Join us as we explore the key benefits, strategies, and success stories that illustrate the transformative power of build-to-rent real estate. Tune in and discover how you can achieve financial freedom and transform your life forever.

Highlights

• Real estate as a vehicle for buying back time.
• New construction rentals vs. older homes.
• Three-year curse on older homes.
• Capital required for build-to-rent investments.
• Importance of financial resources and liquidity.
• Due diligence: Key questions to ask builders.
• Success stories from real estate investors.
• Long-term buy and hold strategy.
• Focus on property quality over quantity.

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Jim Sheils
• Free download Book: https://jjplaybook.com/
• Instagram: https://www.instagram.com/jim_sheils/?hl=es
• Twitter: https://x.com/sihomesfl?lang=es
• Facebook: /SIHomesFL
• Website: https://southernimpressionhomes.com/
• [email protected]
• 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

Join us in this insightful episode of Practical Wealth Solutions as we welcome Joe Pantozzi, CEO and Founder of Alpha Omega Wealth. Joe is a leading expert in infinite banking and prosperity economics, dedicated to empowering individuals to improve their lives, legacies, and financial futures.

In this episode, Joe delves into the transformative power of infinite banking for businesses. Discover how this innovative strategy can create more certainty and efficiency in your business operations. Joe shares practical insights and actionable steps, all grounded in the principles of prosperity economics, to help you take control of your financial destiny.

Tune in to learn how infinite banking can revolutionize your business and set you on the path to lasting success. Don't miss this opportunity to gain valuable knowledge from a seasoned expert committed to helping you achieve your financial goals.

Subscribe now and take the first step towards a more prosperous future with Practical Wealth Solutions.

Follow us: www.youtube.com/@CurtisMay  

Highlights

• Infinite banking: Business ownership and expansion.
• Importance of Nelson Nash and studying his book.
• Nelson’s 10-hour seminar and its impact.
• The need for business financing over time.
• Framing money management as coaching clients.
• The significance of small businesses in the economy.
• Business owners prioritize themselves financially.
• Banks require deposits to make loans.
• Misconceptions about life insurance and infinite banking.
• Overcoming debt mindset and the need for savings.
• Infinite banking as a broader strategy, not just for investments.
• Life insurance policies and capitalizing business ventures.
• The principle of savings and deconstructing personal economies.

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Joe Pantozzi
• LinkedIn: https://www.linkedin.com/in/joe-pantozzi-941a073/
• Visit his website at https://alphaomegawealth.com/joe-pantozzi/ 
• 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

Welcome to a new episode of Practical Wealth Solutions! In this episode, we're thrilled to have Ryan J. McClary, also known as "The Funnel Doctor," join us to dive deep into the world of marketing funnels. Ryan, from McCrary Financial Solutions LLC, brings his expertise and insights to help business owners understand why mastering marketing funnels is the secret weapon for business success.

Highlights

• Differentiating marketing vs. advertising.
• Importance of defining your avatar or ideal customer.
• Explanation of sales funnels: step-by-step sales processes.
• A real-life example of a complete sales funnel at a dentist office.
• Consistent marketing as key to business success.
• Role of automation and nurturing clients in business growth.
• Monthly recurring revenue as a crucial business metric.
• Strategy for small brick-and-mortar businesses to use sales funnels.
• Misconception of “my business is different.”
• Importance of marketing investment in solving cashflow issues.
• Role of team members in a business and the significance of marketing.

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Ryan McClary
• [email protected]
• Visit his website at https://thefunneldoctoragency.com/
• [email protected]
• 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, Sam Sells and I discuss raising the standard of affordability and making a profit. So if you want passive income opportunities, a long term opportunity, and to invest and do good at the same time so you can have an in financial investment return opportunity, tune in now!

Highlights

• Investing with community impact.
• Understanding”affordable housing”.
• Real poverty vs. perceived poverty.
• Aligning incentives for sustainable impact.
• Making a profit while helping people.
• Case study: reducing crime through property management.
• Handling tenants with special circumstances.
• Current real estate market opportunities.
• Long-term holds vs. flipping properties.
• The infinite return model explained.
• Personal journey from poverty to success.
• Importance of knowing your goals and motivations.

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Sam Sells
• Learn more about how you can improve your results with affordable housing communities with https://wildmountaincapital.com/ or email him at [email protected]  

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 enlightening episode, we sit down with Terri Couser, renowned as The Credit Expert, to uncover the secrets to mastering both personal and business credit. Terri shares invaluable tips and strategies that can help you build and maintain excellent credit scores, which are crucial for financial success.

Whether you're a business owner looking to secure funding or an individual aiming to improve your creditworthiness, this episode is packed with actionable advice to guide you on your journey. Tune in to learn how to leverage credit to your advantage and unlock new opportunities for growth and success!

Tune in now!

Highlights

• Terry’s personal story and motivations
• Impact of credit on various aspects of life
• How a $14/hour job at TransUnion changed Terry’s life
• Credit as a result, not a cause
• Bad credit is expensive
• Importance of financial literacy and education
• Leveraging credit for wealth-building
• Strategies for using credit responsibly
• Pulling FICO credit scores vs. other services
• Foundation of business credit: Incorporating your business
• Importance of defining business goals and having a clear target
• Building multiple streams of income
• Tangible steps to improve personal and business credit
• Knowing your audience and leveraging marketing effectively

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Terri Couser
• [email protected]
• https://linktr.ee/carecredittools
• 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

Join us for an insightful conversation with Darin Davis, Principal at Club Capital, as we explore the intricacies of preferred equity. In this episode, Darin delves into why preferred equity is a once-in-a-decade opportunity, its benefits, and how it can be a game-changer for your investment strategy.

Tune in to gain valuable insights and strategies from a leading expert in the field. Don't miss this chance to elevate your financial knowledge!

Visit this site to connect with Darin: https://clubcapital.co/practical/  

• 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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Darin  Davis
• [email protected]
• https://clubcapital.co/practical/
• https://darindavis.investments/
• https://clubcapital.co/
• https://clubcapital.co/practical/
• 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

Join us for an enlightening episode as we dive deep into the world of business credit with Kevin Lewis, CEO and Principal Consultant at Premisien Credit Counseling. Business credit is a crucial yet often misunderstood aspect of running a successful company. In this episode, Kevin Lewis brings his extensive expertise to the table, debunking common myths and revealing essential truths about business credit. Learn how to navigate the complexities of credit scores, understand the impact of business credit on your operations, and discover strategies to build and maintain a strong credit profile. Whether you're a seasoned entrepreneur or just starting out, this podcast is packed with valuable insights to help you make informed financial decisions and propel your business forward. Tune in and get ready to separate fact from fiction in the realm of business credit!

Highlights

• Addressing misleading credit content.
• The importance of financial integrity.
• How Kevin Lewis began in finance.
• Learning from bankruptcy and financial lessons.
• Misconceptions around credit and bankruptcy.
• The burden of knowledge in finance.
• Debunking the revenue myth in business credit.
• The consequences of business credit myths.
• Honest strategies for building business credit.
• The challenges of vendor credit.
• The truth about personal guarantees in business credit.
• Dangers of lying on credit applications.
• Observing common credit application mistakes.
• Risks of buying authorized credit user status.
• Discriminatory lending practices.
• Building a solid business foundation.

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Kevin Lewis
• [email protected]
• Visit his website: www.premisien.com
• Phone number: (215) 904-8690
• 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