The Practical Wealth Show

The Practical Wealth Show

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The Practical Wealth Show episodes

  • How to Buy Real Estate Anytime from Anywhere with Mark "MJ" Jackson - Episode 278

    Curtis interviews Mark Jackson, fondly known as "MJ", who has become the go-to Valuation Specialist for people who want to achieve more in their real estate investing business. In 1999, MJ founded an appraisal company, and soon after found his true gift was analyzing property value for real estate investors. Once MJ began investing himself, the floodgates opened. Since 2000, he has been able to close real estate transactions totaling in the millions. Since 2006, real estate investors both domestically and internationally use InvestorComps to confidently profit every time they buy. MJ also shares a lot of valuable knowledge that you can certainly use in your real estate 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 Mark "MJ" Jackson
    • http://markjackson.me/about-mj/
    • https://themarkjackson.com/
    • https://www.linkedin.com/in/arisetolive
    • Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

    Show Notes

    • The importance of understanding property appraisal for investment purposes
    • InvestorComps creation and its continued success in the space of virtual investing
    • Understanding the specific market area and its nuances to effectively invest
    • The transition from evaluating property as an appraiser and moving to an investor for greater profits
    • Community benefits from a collective approach to real estate investing
    • How real estate investing fits into an overall wealth management strategy that includes financial planning, legacy planning, and risk management

    Review, Subscribe and Share If you like what you hear please leave a review by clicking here

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    • Click here to subscribe with Spotify
    • Click here to subscribe with Stitcher
    • Click here to subscribe with RSS
    39 min
  • Build Demand for Your Brand and Explode your Business and Profitability with Melinda Emerson - Episode 277

    Curtis interviews Melinda Emerson, known as "SmallBizLady," who is America's #1 Small Business Expert and a media spokesperson, influencer, and keynote speaker. She has been the CEO of Quintessence Group for over 24 years and has a marketing consulting firm that serves Fortune 500 brands targeting the small business market. Melinda also has an online school, SmallBizLadyUniversity.com, which teaches small business growth and online marketing skills. She has been a featured speaker in various media outlets, including The Wall Street Journal, The Washington Post, Forbes, Fortune, USA Today, MSNBC, CNBC, ABC News, Entrepreneur, Inc., Essence, and Black Enterprise. In 2021, HubSpot named her one of the top business coaches in America, and in 2019, Forbes magazine named her the #1 woman for entrepreneurs to follow on Twitter. Melinda is the creator and host of The Smallbizchat Podcast and has published over 5000 articles on her blog, SucceedAsYourOwnBoss.com. She is the bestselling author of Become Your Own Boss in 12 Months. They have discussed some important aspects of marketing and how to build an in-demand brand.

    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 Melinda Emerson
    • www.succeedasyourownboss.com
    • www.smallbizladyuniversity.com
    • www.linkedin.com/in/melindaemerson
    • www.twitter.com/smallbizlady
    • www.facebook.com/smallbizlady
    • www.instagram.com/smallbizlady
    • www.smallbizladyuniversity.com
    • https://www.youtube.com/c/melindaemerson
    • Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

    Show Notes

    • How Melinda became the small biz lady
    • Demonstrating practical skill over simply claiming expertise
    • The importance of branding and demonstrating expertise as ways to draw ideal clients
    • Solving a need for your client with your business and focusing on purpose rather than passion
    • The importance of understanding profitability ratios, not just gross revenue
    • Defining what you want to be known for in your personal or business branding strategy
    • Targeting the right audience and finding strategic partners in business events
    • Making the decision to invest in oneself and attend such events, pointing out the tax deductibility of such expenses
    • Improving mindset and skill set by attending the event

    Review, Subscribe and Share If you like what you hear please leave a review by clicking here

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    • Click here to subscribe with Spotify
    • Click here to subscribe with Stitcher
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    46 min
  • What Should I Be Investing In? It's Not What You Think - Episode 276

    This is a short episode where Curtis explains the methodology called Principled Based Planning that focuses on helping his client to BECOME and REMAIN financially free.

    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

    • Save 15% or more of your total income
    • Maximum protection
    • Full replacement of assets upon death
    • Build and maintain six months to one year of income storage
    • Velocity of money

    Review, Subscribe and Share If you like what you hear please leave a review by clicking here

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    • Click here to subscribe with Spotify
    • Click here to subscribe with Stitcher
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    12 min
  • Unlocking Passive Income: Mastering Cash Flow Investments in Real Estate with Garrett Gatton - Episode 275

    In this episode, Curtis interviewed Garrett Gatton, a full-time real estate agent and growing investor in multi-family and commercial real estate. As the co-host of the RE: Invest podcast, he's passionate about educating other investors so they can pursue their goals and maximize their life through the power of real estate investing. Garrett has experience in joint ventures, and syndications as a general partner and operator. He and his team structure investments to partner with other investors primarily in Ohio and the Midwest.

    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 Garret Gatton
    • [email protected]
    • 419-604-6625
    • Biggerpockets - https://www.biggerpockets.com/dashboard
    • Left Field Investors - https://www.leftfieldinvestors.com/
    • RE:Invest Podcast: https://open.spotify.com/episode/6OSrU6QG6YtpskEzM59Nis?si=589d0e788f644e3d
    • https://www.youtube.com/@reinvestpodcast
    • https://www.linkedin.com/in/garrettgatton
    • Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes
    • Investing for cash flow
    • Finding which asset class is best for you
    • Establishing strong broker relationships
    • The power of working with local banks

    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
    46 min
  • Side Hustles and Syndications with Eric Lindsey - Episode 274

    In this episode, Curtis interviewed the host of the Moonlight Real Estate Side Hustles and Syndications Show, Eric Lindsey. He discusses how working professionals and busy people can also invest in Real Estate as a Side Hustle or a Full-Time business. This episode is for the people who have a minimal amount of time to build their Real Estate Businesses. In short, you are individuals looking to make extra income.

    Who's the Guest? Eric Lindsey has over 17 years of construction experience but has shifted his attention solely to workforce housing within the manufactured homes and apartments sector of real estate. Moonlight Equities has chosen to pursue improving the quality of life for those within our properties. Moonlight Equities has discovered that secure and clean communities produce good people that produce a better society.

    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 Eric Lindsey
    • 816-320-6560
    • https://moonlightcre.com/
    • [email protected]
    • Special Listener Gift
    • Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes
    • Eric's backstory of job instability, becoming a union carpenter, and entering the world of real estate investing
    • Transitioning from being a union carpenter to an entrepreneur and real estate investor
    • The importance of side hustles, learning, and taking action in your entrepreneurial journey
    • Example of a millionaire at 28 years old who started with driving Uber and investing in short-term rentals
    • Mobile home investing as an untapped niche in real estate
    • Eric's success story of making a $23,000 profit from wholesaling a mobile home
    • Real estate syndications as a safer investment vehicle compared to the stock market
    • How to work with Eric Lindsey and learn more about real estate syndications through his website and podcast
    • The benefits of real estate syndications, including tax benefits, monthly cash flow and equity gains on selling the property
    • Discussion of note investing and making profits from high-interest loans for fix and flips
    • Emphasizing the importance of passive income-generating activities and "mailbox money"

    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
    47 min
  • Math Teacher in NYC is Growing her Real Estate Business Using the Becoming Your Own Banker Strategy with Nina Granberry - Episode 273

    I interviewed Nina Granberry, one of my outstanding clients who is now a real estate investor with the help of the Becoming Your Own Banker strategy. Nina was able to navigate the real estate market and she has been organized with her finances after working with me. She is even saving up extra money now. Tune in while she tells her story and her best practices toward financial freedom.

    Who's the Guest? Nina Granberry started her career as a New York City Teaching Fellow (Math Immersion Program) in 2008 and has developed her art of teaching inner city students across the borough for the past twelve years. She has worked with students in public, private and charter schools as well as with gifted and talented students in Hong Kong through Johns Hopkins Center for Talented Youth summer program. Her passion is building strong relationships with students and helping them realize their potential as mathematicians, building their self-confidence through productive struggle, cultivating independence and critical thinking skills.

    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 Nina Granberry
    • https://www.edsurge.com/writers/nina-granberry
    • https://www.linkedin.com/in/nina-granberry-880944a5
    • Special Listener Gift
    • Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

    Show Notes

    • Unlearning myths about debt and discovering opportunities in real estate investing
    • Going through the process of organizing finances for the first time
    • Realizing net worth and feeling empowered after organizing finances
    • Documenting the journey as a landlord and real estate investor
    • Developing new habits and working on the discipline required for long-term financial goals
    • The importance of saving money to buy more assets, create velocity, and generate cash flow
    • Ongoing process of growing and learning in financial planning for long-term goals
    • Nina's vision for three years from now: Implementing the debt elimination strategy and having more policies
    • Taking control of your finances with the help of financial coaches like Curtis
    • Developing self-discipline and forming new habits for long-term success in financial freedom
    • Getting out of your own head and seeking growth through surrounding yourself with winners and successful individuals
    • The importance of experiences and mindset work for personal growth
    • The need for taking breaks and getting out of one's environment

    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
    43 min
  • How to Build a Hyper Profitable Amazon Business To Exit In 36 Months Even Without Any E-Commerce Experience with Neil Twa - Episode 272

    I have interviewed Neil Twa, the founder and CEO of Voltage Digital Marketing. Neil partnered with a local community on a project he believed would be a game-changer. He found out that he was being defrauded and had to quit the project, losing his entire investment. We discuss private label and e-commerce businesses and how you can learn insider strategies on how to build a hyper-profitable Amazon business, achieve incredible growth, and set yourself up for a successful exit in just 36 months, even without any prior eCommerce experience. Don't miss out on this game-changing opportunity!

    Who's the Guest? Neil is the co-founder and CEO of Voltage Digital Marketing. He has been launching, operating, and growing private label ecommerce businesses for the last 9+ years. As of today, he and his clients have sold over $100 million+ in physical products primarily through the Amazon FBA sales channel.

    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 Neil Twa
    • To reach out to Niel text CURTIS at 417-413-4209
    • Visit his website: https://voltagedm.com/
    • https://www.instagram.com/neiltwa/
    • https://twitter.com/voltagefba
    • https://www.linkedin.com/in/neiltwa
    • Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes
    • Importance of e-commerce due to a shift from in-person retail to online digital commerce and mobile purchasing
    • The Amazon FBA ecosystem and why focusing on private label products creates intrinsic value
    • Importance of investing time, energy, attention, and money (TEAM) in building a successful Amazon FBA business
    • The growth in e-commerce opportunity and leveraging a 36-month business building strategy to create intrinsic value
    • Priorities in business: Fun, people, and profit
    • Challenging financial situations in the past, with a family to support and bills to pay
    • How e-commerce saved Neil's family and changed his life, allowing him to spend quality time with his children
    • Importance of having accurate and realistic information about the capital needed to start and grow a business
    • Why you should have multiple revenue streams and targeting products that have a higher profit margin
    • The potential opportunity in targeting Prime members due to their high spending on Amazon

    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
    56 min
  • Passive Income Investing for Busy Professionals with Seth Bradley - Episode 271

    Curtis interviews Seth Bradley, who shares his personal journey and emphasizes self-education in creating passive income and financial freedom. Seth underlines the value of real estate as a hard asset and advises beginners to gain practical experience through various learning resources. He suggests reducing expenses and exploring alternative financing options for those with limited funds. Stressing the importance of due diligence in selecting investments, Seth highlights the role of sponsors in syndications. Finally, he encourages listeners to take charge of their financial future by investing in self-education and diversifying investments for optimal growth.

    Who's the Guest? Seth Bradley is a real estate entrepreneur and an expert at creating passive income while working as a highly paid-professional. He's closed billions of dollars in real estate transactions as a real estate attorney, investor, and broker.

    Seth is the managing partner of Law Capital Partners, a private equity firm focused on multifamily and opportunistic real estate acquisitions. He's a former big law attorney and is now the managing partner of his own firm, Bradley Law Limited, helping his clients with their real estate and asset protection needs.

    He's also the host of the Passive Income Attorney Podcast, educating attorneys and other professionals on how to stop trading their time for money so that they can practice when they want to, not because they have to

    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 Seth Bradley
    • https://passiveincomeattorney.com/
    • https://passiveincomeattorney.com/seth-bradley/
    • [email protected]
    • https://www.instagram.com/passiveincomeattorney/
    • https://www.linkedin.com/in/sethpaulbradley
    • Special Listener Gift
    • Schedule a 15-Minute Call with Curtis:
    • https://aptwithcurtis.as.me/Strategysession Show Notes
    • Seth shares his background and journey from growing up in a blue-collar family, studying medicine, dropping out, and eventually becoming a lawyer
    • His transition from working in a law firm to investing in real estate and building a portfolio worth over $120 million within a decade
    • How he partners with people by doing legal work, raising capital, and conducting due diligence and underwriting for his own deals
    • Exploring the mindset shift needed for beginners to invest in larger real estate properties
    • The advantages of investing in hard assets like real estate compared to stocks
    • Advice for those without much capital to invest in creating passive income
    • The importance of self-education and investing in your financial education
    • Seth's experience with his MBA and law degree and its relevance to his current work
    • The importance of learning through practice and actual experience
    • Properly vetting the sponsor, the market, and the deal when investing in syndications
    • Taking control of your financial future and investing in your personal education

    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
    35 min
  • The Power of Organic Marketing: Increase Business Cash flow without Spending Money on Advertising with M. Shannon Hernandez - Episode 270

    In this episode, Curtis May interviews M. Shannon Hernandez, founder of Joyful Business Revolution™. Shannon highlights the importance of organic and email marketing for business growth, noting that businesses often make the mistake of focusing too much on social media marketing instead of growing their email list. She emphasizes that email marketing should be a priority for businesses and suggests creating themed marketing campaigns to solve customer problems. To drive growth and engagement, she recommends tracking success through booked appointments and new clients.

    In this episode, you'll discover:

    "The Power of Organic Marketing: Increase business cash flow without spending money on advertising"

    • How to create values-driven, organic marketing oozing with integrity
    • How to grow your business with a simple, sustainable, and joyful marketing plan

    Check out her newest book, Practical Joy, continues to inspire and teach people that joy is an inside job. When she is not teaching, she's spreading joy and funding projects that impact the world and its people.

    Who's the Guest? M. Shannon Hernandez is an expert in how to create values-driven. She is specifically known around the globe for The Content Personality® Wheel and is the Founder of Joyful Business Revolution™, a business growth strategy, and consultancy company that works with coaches, consultants, and service-based owners. She has been called "The Queen of Organic Marketing," growing nearly a $1 million dollar/year brand with zero ad spend and high profitability. Shannon has been featured on CBS, ABC, FOX, and NBC. She has over 25 years in award-winning curriculum design, working with both the NFL & U.S. Military, and she is a master trainer and teacher.

    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 M. Shannon Hernandez
    • https://joyfulbusinessrevolution.com/
    • https://www.linkedin.com/in/mshannonhernandez
    • https://www.amazon.com/Practical-Joy-Simple-Cultivate-Everyday/dp/B0BRBVTJ1N
    • Special Listener Gift
    • Schedule a 15-Minute Call with Curtis:
    • https://aptwithcurtis.as.me/Strategysession Show Notes
    • The four asset classes: Business, real estate, paper, and commodities, with a focus on business as the fastest path to cash
    • The importance of building and growing an email list every single week as a foundation for marketing efforts
    • How engaging on social media is not necessarily marketing, but rather a channel for promotion.
    • Introducing the Joy Fueled™ Marketing Framework: Built around organic marketing efforts that don't require ads or ad spend
    • Importance of being seen in action and identified by your target audience
    • Marketing should be trackable: With clear goals and metrics to determine success
    • Shannon's marketing quiz: To determine your content marketing personality and which platforms will work best for you
    • How Shannon's expertise in marketing can help businesses grow their revenue and ultimately save more money

    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
    35 min
  • How to Save 2.1 Million in Taxes Over Your Lifetime with Craig Wear - Episode 269

    In this episode, Curtis May and financial expert Craig Wear, discuss the importance of Roth conversions for IRA millionaires. These conversions help avoid significant taxes for both individuals and their heirs. The focus should be on the distribution phase, ensuring net worth maintenance and tax minimization. Craig highlights the significance of finding the right tax bracket and timing for maximum tax avoidance. Individuals should start considering Roth conversions around 55 years old and consult knowledgeable financial planners to avoid mistakes and maximize their financial potential.

    You'll discover:

    • How to save $2.1 Million of taxes over your lifetime
    • How to eliminate the income taxes passed on to your next generation
    • How to save $100K in Medicare premiums
    • The 5 biggest mistakes IRA millionaires make and how to avoid them
    • The 7 questions to determine if you're leaving a fortune at the doorstep of the IRS 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 Craig Wear
    • [email protected]
    • https://craigwear.com/
    • https://www.facebook.com/craigwearcfp/
    • Special Listener Gift
    • Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Show Notes
    • The "IRA Millionaire" concept and the importance of converting IRAs into Roth IRAs to minimize taxes and maximize net worth
    • How to find the optimal strategy for Roth conversions and avoiding too much tax paid upfront
    • The biggest mistakes IRA millionaires make such as not converting Roth IRAs at the right tax bracket and not understanding the impact of IRMA on Medicare premiums
    • The accumulation theory of retirement planning and how distribution planning is essential for long-term financial success
    • Balance in Roth conversion strategy
    • Importance of paying attention to retirement finances and not just waiting to be in a lower tax bracket
    • Recommended age to start considering appropriate retirement and financial planning strategies
    • Case study of a successful financial planning client with tax-free accounts and non-stock market investments
    • Potential downfall of not considering tax implications in financial planning

    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
    34 min

About The Practical Wealth Show

From the publisher's feed

The Practical Wealth Podcast is for people who want to take control of their finances today. Curtis May is part of the Prosperity Economics movement and is dedicated to breaking down each client's…

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