The Practical Wealth Show

In this recent episode, I sat down with Jacob Vanderslice. I discussed his journey in the real estate state world and how they expand the self-storage business that is downside-protected, recession-resistant, and durable recurring revenue streams. He also mentioned the three ways to invest in the self-storage asset class.

The diverse background of VanWest's principle allows the company to look at investments outside the traditional, single-focus strategy of many companies. Uncovering value when it is not obvious allows Jacob and his team to maximize investment performance to their stakeholders.

Jacob is passionate about educating investors about self-storage, urban infill repositioning, redevelopment of distressed commercial assets, and other non-traditional investment opportunities. He focuses on investments driven by data and reveals and maximizes opportunities to make a positive and lasting impact in the lives of his clients and investors.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Coffee Connects with Curtis
• Connect with Jacob Vanderslice
• https://www.linkedin.com/in/jacob-vanderslice-02905b16b
• https://www.vanwestpartners.com/

Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation

Show Notes

• How Jacob Vanderslice got his start in real estate
• Different ways to invest in self-storage
• Ways to source real estate deals
• Importance of relationships and deal flow in the self-storage industry
• Why commercial real estate is a good investment in an economy of change
• Inflation-proofing your portfolio with real estate
• Benefits of a recurring revenue stream
• Different types of wealth
• Importance of cash flow
• Being "liquid" in real estate
• What excites Jacob right now?
• Floating rate debt on real estate markets
• Types of commercial real estate debts and their risks
• Kinds of real estate investment vehicles
• Benefits and risks of investing in private real estate
• Diversification in real estate
• Blending multiple metrics when evaluating investment opportunities
• Why you should take action in real estate investment

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In this recent episode, I sat down with Matthew Ablakan and talked about his journey at a very young age when he began trading Pokémon cards to teach him a variety of skills such as how to negotiate and the importance of demand and supply. As he entered high school, Matthew began to sell Jansport backpacks, hair straighteners, and dog tags to his peers. Не began to dabble in mutual funds on a small scale and began learning more about investing.

Upon entering university, Matthew worked part-time jobs as a cook, waiter, and manager of a couple of restaurants in order to help pay for his tuition.

Matthew is now the Founder and Owner of the Millennial's Choice Group of Companies, a real estate, mortgage, insurance, and education brand. Matthew's track record exudes his professionalism, experience, and most importantly, his persistent care for each and every one of his clients.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Coffee Connects with Curtis
• Connect with Matthew Ablakan
• https://www.matthewablakan.com/
• https://ca.linkedin.com/in/matthewablakan
• https://millennialschoice.ca/

Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation

Show Notes

• Getting to know who Matthew Ablakan is
• How his entrepreneurial path started out at an early age
• The importance of entrepreneurship
• The impact of the rising interest rates on the real estate market
• How to start growing your portfolio
• Benefits of real estate investing
• Different ways to invest in real estate
• Mindsets on real estate investing
• Types of real estate businesses
• The biggest mistake people are making in real estate
• Financial freedom leads you to other freedom

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
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In this recent episode, I interviewed Chase Insogna, CPA, CGMA. He has always loved entrepreneurship and small business, and that is why he focuses on helping fellow small businesses grow. He was in the business for 12 years already and is using his tax expertise and investment insights to save them as much money as possible. Chase also gives insights on how eCommerce business owners can save on taxes and pay the IRS the least amount legally possible.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Coffee Connects with Curtis
• Connect with Chase Insogna, CPA
• https://insognacpa.com/
• https://www.linkedin.com/in/chase-insogna-cpa-cgma-4182539/
• https://www.facebook.com/InsognaCPAs
• https://twitter.com/InsognaCPA

Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation

Show Notes

• Who is Chase Insogna, CPA?
• The importance of saving for business owners
• The traditional way of building a business?
• What makes him and his business different from others
• How is it working with clients from the eCommerce space
• Understanding the four phases of the eCommerce business growth
• Common tax return mistakes of new business owners
• Tips for business owners to lessen their tax payments
• Why should you incorporate your business?
• How to start doing inventory management
• The different types of business owners and how they can build wealth
• Drivers of a successful business
• How should you pay yourself?
• What you need to know when hiring kids for your business
• As an eCommerce business owner, when is the best time to ask for help?
• The best places to reach out to Chase Insogna, CPA

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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In this recent episode, I interviewed John Michailidis, MSIRE, JD, an attorney and entrepreneur with degrees in economics, international real estate, and law and the author of the book, Strategic Planning and Investing for Individuals: Asset Protection, Diversification, and Passive Investing for Cash-flow and Lifestyle Liberation. He discusses how everything can be syndicated and why team sport is really important in businesses and lifestyle liberation which is designing what lifestyle you want to live, protecting yourself and your assets, and getting to a place where you are free.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Coffee Connects with Curtis
• Connect with John Michailidis
• https://wealthloop.com/
• https://www.linkedin.com/in/johnmichailidis
• https://www.facebook.com/johnnymich
• https://twitter.com/JohnnyMich
• Strategic Planning and Investing for Individuals by Author John Michailidis - John Michailidis | Strategic Investment Planning and Investing for Individuals

Special Listener Gift Schedule a 15-Minute Call with Curtis Creating a Mindset that Leads to Lifestyle Liberation

Show Notes

• Who is John Michailidis?
• What the book, Strategic Planning and Investing for
• Individuals: Asset Protection, Diversification, and Passive
• Investing for Cash-flow and Lifestyle Liberation is all about.
• Strategic versus tactical planning
• The difference between speculating and investing
• Types of investments
• Benefits of diversifying your assetsImportance of lifestyle liberation and mindset
• Difference between hard assets and derivatives
• Gold Index Funds: An asset or a derivative?
• Investment opportunities in real estate and in business
• Attending conferences for aspiring entrepreneurs
• Why should you start with strategic investing?
• Other cool alternative investments that people should know
• Importance of relationships in business and investing
• How diversification in investing works
• Impact of recession on personal economies

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
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I interviewed Wes Wessel. He has a financial services business with a very unique approach in that they can help people FIND MONEY that they are currently losing unknowingly and unnecessarily. He discussed his approach to helping small businesses using ERC and his goal is to help you get your money back. There's Still Time to Claim the Employee Retention Tax Credit!

His 3 Key Strategies for Retirement: 1) Lower/Reduce Taxes to as close to zero as possible 2) Mitigate/Reduce Market Volatility 3) Make sure you NEVER run out of money

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Coffee Connects with Curtis
• Connect with Wes Wessel
• https://ercspecialists.com/?fpr=curtis75
• [email protected]

Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed

Show Notes

• What is the ERC tax credit program?
• Getting to know who Wes Wessel is
• Qualifications to take advantage of the SBA disaster and the PPP loan programs
• Applying for the employee retention credit
• How the PPP loan forgiveness works
• Benefits of having employee retention credit for small businesses
• Impact of the CARES act on businesses and families
• The PPP loan forgiveness program
• Benefits of the life insurance agent training program
• The paycheck protection program

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

How to give value to the people? What is the purpose of the business?

In this episode, Curtis is joined by Bessi Graham, an award-winning entrepreneur with over 20 years of experience working with business owners, governments, and large funding bodies to bring "doing good" and "making money" back together. Bessi discusses an unparalleled perspective on what makes changes happen. Working with people who have "made it" but haven't found fulfillment, she helps them put their Time, Talent, and Treasure to work in ways that align with their values.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Bessi Graham
• https://benefit.capital/
• https://au.linkedin.com/company/benefit-capital
• https://bessigraham.com/
• https://www.instagram.com/bessigraham/
• https://au.linkedin.com/in/bessi-graham-48a31323

Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed

Show Notes

• Who is Bessi Graham?
• The role of business in creating change
• How to create clarity and flow
• The Decision Cascade: A tool for making decisions in business
• Benefits of using a Decision Cascade
• How to start thinking before acting in business
• The importance of defining your own success
• Difference between your intent or purpose as the business owner and the value proposition to a customer
• Using the both-ends framework for decision making
• The possibility of maintaining a good Work-Life Balance

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
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In this recent episode, I sat down with a good friend, Jason Rodriguez, CEO of Prominent Insurance Services, an Insurance brokerage agency located in Delaware, covering their regional market area. His partnership with Prominent Insurance brings his strong client-centered skills to the organization.

Jason explains how important for their franchisees is to produce more sales and how they help them in back office work. He discusses how the 5 Trillion insurance industry market works, the value proposition of the industry, and why it is recession-proof.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Jason Rodriguez
• http://www.prominentagency.com/
• https://www.linkedin.com/in/jason-rodriguez-06740028
• https://meetfox.com/en/e/jason-rodriguez-1
• [email protected]

Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed

Show Notes

• Who is Jason Rodriguez: How long has he been in the industry?
• The business opportunities in the insurance industry
• What are the benefits of owning a franchise with Oversees Prominent Insurance
• The differences between the Property and Casualty Insurance Industry
• What are the benefits of being an insurance agent in a recession-proof industry?
• Who the ideal franchisees are for Prominent Insurance
• The different types of agents that they are looking for
• What are the franchise opportunities of Prominent Insurance
• How to start and be a franchisee

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

In this recent episode, I sat down with Julia Choseed, an Investor, Designer, and Consultant.

Julia is the founder of Brickhouse Builders, a real estate development company that focuses on investing in Philadelphia's Strawberry Mansion neighborhood. We talk about her 5-year journey in the real estate industry, giving us the definition of House hacking and the BRRRR method to build a whole portfolio, start building a passive income, and even do the smallest deals that can increase your net worth by 50,000.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Julia Choseed
• https://linktr.ee/BrickhouseBuilders
• https://www.linkedin.com/in/jchoseed
• https://www.instagram.com/brickhousebuilders
• https://betterthansuccess.com/

Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed

Show Notes

• The many hats of Julia Choseed: Who is the guest today?
• Understanding the terms: What is house hacking and the
• BRRRR method and how can these methods help you in building your portfolio?
• How Julia started real estate investing even with no money
• Back in time: What she'll do differently if she'll go back five years ago
• What is she working on now?
• Using freedom as a driving source to succeed
• Where to get more information about Julia Choseed

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

In this recent episode, I'm with John Casmon, a multi-family real estate entrepreneur and marketing maven with extensive experience collaborating with others to deliver profitable results, and hosts the popular and growing real estate podcast, Target Market Insights. We talk about Prosperity Economics, being the CEO of your life, even differentiating destructive debt versus constructive debt, and being financially secure without chasing returns.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with John Casmon
• https://www.casmoncapital.com/
• https://www.linkedin.com/in/multifamily-apartments-john-casmon
• https://www.facebook.com/jcasmon21
• https://twitter.com/jcasmon
• https://www.instagram.com/jcasmon
• Multifamily Insights Podcast

Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed

Show Notes

• The Marketing Maven: Who is John Casmon?
• The risks of having a job versus having a business of your own
• Why investing in real estate is a good opportunity
• What bonus depreciation is and how it can help accelerate the losses on your real estate deals
• When is the best time to buy and start investing?
• How John finds the best areas to invest in and how you can use the process in your own approach
• The purpose of implementing TIF opportunity zone in your process of acquiring real estate properties
• Why branding is critical, even for starters
• The three C's to attracting capital
• How to reach out to John Casmon and learn more on how he structures deals

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

In this episode, Curtis May sits down with KAYR (pronounced KAY-R), co-founder of KAYJAY Consulting. KAYR is a stellar example of a young professional who has benefited from working on Wall Street and building a multi-million dollar real estate investment company with currently over 100 rental units from scratch. Their discussion focused on the misinformation of real estate investing nowadays, starting with LLCs than mortgages with better terms, opportunities to have debts, and setting up short-term goals and long-term goals to get a successful company.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Who's The Guest? KAYR (pronounced KAY-R) is the co-founder of KAYJAY Consulting. He is a stellar example of a young professional who has benefited from working on Wall Street and building a multi-million dollar real estate investment company with currently over 100 rental units from scratch.

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with KAYR
• https://www.kayjayconsulting.net/
• https://www.instagram.com/kayjayconsulting/

Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed

Show Notes

• Who is KAYR?
• Should you put your first few properties in LLCs?
• What are the benefits of having your properties under your name versus in your company?
• Umbrella Insurance Policy: What is it and how you can protect yourself and your investments with it.
• The misconceptions of getting properties under your LLC
• Cash is trash: What's the misconception about this concept?
• Breaking down your goals into three: Short term, medium-term, and long-term.
• How did Wall Street help KAYR build his wealth?
• What KAYJAY Consulting does to help other entrepreneurs grow

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