The Practical Wealth Show

In this episode, Curtis May sits down with Dwayne Roberts, the CEO of Dwayne Roberts & Associates LLC, He is a phenomenal Inspirational Speaker, Podcast Host Certified Behavioral Consultant, Influencer, Certified Extreme Execution Coach, and Leadership Consultant. His passion is to impact the lives of men in leadership and personal development.

This episode will help you learn more about leadership and personal development.

Highlights

• Robert's passion for empowering men and being an inspirational speaker
• The need for discomfort in order to achieve success
• The importance of having personal discipline and a clear vision in life
• Roberts shares a useful acronym related to taking action
• The importance of choosing happiness and success
• Importance of understanding ourselves and then understanding others

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 Dwayne Roberts
• [email protected]
• Website: https://www.dwaynehroberts.com/
• Leaders S.H.I.F.T. Community: https://www.dwaynehroberts.com/leaders-s-h-i-f-t-community
• Phone number : (719) 733-3750
• Special Listener Gift
• Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

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• Click here to subscribe with Spotify
• Click here to subscribe with RSS

In this episode, Curtis talks about the 5 Laws of Gold which is adapted from The Richest Man in Babylon. Also, Curtis promotes the idea of becoming one's own bank using privatized banking systems and focusing on gaining interests rather than spending it. He introduces the concept of infinite banking and talks about involving whole life insurance policies in personal finance.

Highlights

• The First Law of Gold: Start Saving Early
• The Second Law of Gold: Control Your Expenses
• The Third Law of Gold: Make Your Money Work for You
• The Fourth Law of Gold: Guard Your Investments
• The Fifth Law of Gold: Increase Your Earnings

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
• 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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• Click here to subscribe with Spotify
• Click here to subscribe with RSS

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 effectively, and understanding what employee engagement means
• Optimizing operational efficiency through a practical look at expenses
• Understanding the basics of cash accounting vs. accrual accounting
• Bridging the gap between finance & accounting department and the rest of the organization
• Inventory management and why it is critical to the success of your business

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 Kira Wissman and Chris Mannina
• Website: https://www.kwccpa.com/
• https://www.linkedin.com/in/kdw2200/
• https://www.linkedin.com/in/manninastrategies/
• 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 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 understand WHY they want to build up material wealth and therefore miss the mark.

Highlights

• Getting the Capital
• Maximizing your Capital
• Understanding your Capital worth
• Problems of Business owners
• Properly Structured Whole-life Policy
• Be the Master of your Money

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
• Website: https://alphaomegawealth.com/
• LinkedIn: https://www.linkedin.com/company/alpha-omega-wealth
• 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, 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 into Real estate
• Critical 4 critical areas of business
• REAL ESTATE Made Easy

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 Brown
• [email protected]
• Free Webinar Sign-Up: https://forms.gle/35bnoVyQ4A5DMEmH8
• RME Tickets: https://bit.ly/3ZkroLT
• Youtube: https://www.youtube.com/channel/UClhEjXQ98cFtDvANT1PqzRw
• Instagram: https://www.instagram.com/builttolastsolutions/
• Facebook: https://www.facebook.com/profile.php?id=100076363900754
• 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

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 opportunity for both seniors and investors throughout the United States.

Highlights

• Equity/Debt Structures and Creative Capital Stack Solutions
• How does the current macroeconomic environment impact CRE?
• Construction, development and repurposing in senior housing
• Acquisition strategies for senior housing, multifamily, and hospitality
• Critical needs and initiatives to help the affordable senior housing crisis

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 Chris Finlay
• [email protected]
• https://lloydjonesllc.com/
• https://lloydjonesllc.com/members/chris-finlay/
• 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

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

Show Notes

• The importance of saving regularly using properly structured, dividend-paying whole life insurance
• Advice on living within your means and constantly expanding them
• Understanding and managing debt
• The difference between good debt and bad debt
• Insights on how the wealthy use debt
• Investing wisely across four asset classes: Business, real estate, paper assets, and commodities
• Retirement is not your objective, it stresses on the importance of creating wealth

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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• Click here to subscribe with Spotify
• Click here to subscribe with Stitcher
• Click here to subscribe with RSS

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 industry. The foundation of Marty's business experience comes from his personal involvement in opening 500 stores, serving as Director of Operations, and ultimately as Vice President of Marketing. From there, Marty launched and operated a prestigious franchise marketing agency that served over 120 franchise brands, helping them strengthen branding, connect better with customers, and improve unit revenue and system growth. Marty serves motivated investors seeking to reach their personal and financial goals through franchise ownership. He is a franchise educator and matchmaker that helps people make smart business decisions. Simply, he helps people find the "perfect fit" franchise. His "deep roots" in franchising and detailed knowledge of hundreds of brands have enabled him to become a "top" franchise consultant. Most importantly, he loves what he does. Tune in now!

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 Marty Greenbaum
• Website: https://www.smartfranchiseinvesting.com/
• LinkedIn: https://www.linkedin.com/in/greenbaum/
• Email address: [email protected]
• Phone number: 702-580-0663

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

Show Notes

• What franchising is and its benefits over starting an independent business
• Statistics on the failure rate of independent businesses
• Who is a good candidate for a franchise?
• The work and commitment involved in owning a franchise
• A piece of advice on reaching out to multiple franchise owners to learn from their experiences
• Franchise disclosure documents and how crucial it is to read and understand them fully with professional help if needed
• Recession-resistant franchises
• Fear and hesitation in getting into franchising and the importance of being fully informed
• How franchising could help in being more intentional about securing a financially stable future

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 Stitcher
• Click here to subscribe with RSS

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 program, Dr. Becton provides valuable guidance and practical strategies, empowering busy professionals to achieve a healthier mindset and enhanced overall well-being.

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 Dr. Leslie Becton
• Get your GIVE AWAY from Dr. Leslie: https://docs.google.com/document/d/1MK5ZGqBrYzMkI5EUzZrSEqr3AlMKBNYudFFU3v7-vio/edit?usp=sharing
• 215-842-8721
• [email protected]
• https://www.linkedin.com/in/leslie-becton-edd-lpc-aba-549a35177
• Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

Show Notes

• Balance between physical fitness, financial independence, spiritual fulfillment, and mental stability
• The Mindset Makeover Program by Dr. Leslie Beckton
• The 5 I framework of the Mindset Mastery Program
• How she quit her six-figure job and started a private practice
• Financial planning put into place with help of Curtis May, setting aside 15% of every paycheck
• The 'old school' approach to mental health and his endorsement of seeking help when needed

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 Stitcher
• Click here to subscribe with RSS

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 exceeding $20 million. Dylan has also gained considerable influence on social media, building a large community of hundreds of thousands of followers and assembling a resilient team of more than 75 members. He shares a lot of valuable knowledge that you can certainly use in your business to grow your social media presence and increase sales.

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 Dylan Vanas
• Website: https://dylanvanas.com/
• Instagram: https://www.instagram.com/dylanvanas/
• Youtube: https://www.youtube.com/@dylanvanas
• Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

Show Notes

• The idea of business being an "unknown investment"
• "Social proof" and its evolution over the years
• A strategy for adding value and building relationships with people that you can later promote in your business
• Dylan's upcoming project that uses AI technology
• His personal journey and the challenges and successes he experienced in entrepreneurial endeavors
• The importance of maintaining successful ventures while also focusing on diversifying income streams
• The range of businesses his agency works with and his platform Agency Box

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 Stitcher
• Click here to subscribe with RSS