The Practical Wealth Show

In this episode, Curtis May sits down with Michelle McKenzie. Michelle is the Host of WHERE'S THE FUNDING?, a podcast that she created to bring attention to the limited access to funding and the challenges faced by BIPOC entrepreneurs. She utilizes her strength as a realtor to connect with guests and maximizes her listening and inquiry skills to create a great experience for her guests and valuable content for the listeners. Their discussion focused on the key attributes of successful entrepreneurs, different types of funding, the role women investors play in the funding ecosystem, and how it can create more funding opportunities.

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? Michelle McKenzie is the brilliant mind behind the WHERE'S THE FUNDING podcast, a show dedicated to bringing attention to the limited access to funding and the challenges faced by entrepreneurs.

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 Michelle McKenzie
• https://www.linkedin.com/in/michellejmckenzie
• https://agazella.com/guest-appearance-wheres-the-funding-with-michelle-mckenzie/
• https://alivepodcastnetwork.com/wtf/

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

Show Notes

• Who is Michelle McKenzie?
• How the WHERE'S THE FUNDING podcast started.
• Growing your own business: What's the foolproof way to start your business?
• The differences between growth and scale.
• What are the benefits of looking for venture capital or private equity types of funding?
• How can you create more funding opportunities for your business?
• How can you start building your network?
• The best way to elevate your mindset
• What is succession planning and how does it work?

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• Click here to subscribe with Spotify
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I interviewed Ryan Niddel, a CEO, Board Member, and Entrepreneur. He is also the leading authority on improving companies' revenue by improving EBITDA through increased operational efficiency, lean manufacturing principles, and more. He has helped with the acquisition or exit of more than 11 companies while seeing their collective revenue surpass more than $237M. We talked about Internet Marketing, Monetization of your data, adding Customer Value, and properly layering your asset protection plan.

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]
• Special Listener Gift Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed
• Call his office - 610-622-3121
• Connect with Ryan Niddel
• http://sleek.bio/dontclickthis
• http://ryanniddel.com/contact-us/
• https://www.linkedin.com/in/exitwealthy

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

Show Notes

• Getting to know the guest: Who Ryan Niddel is
• The biggest lessons that he learned through the most challenging times
• How he got started in business
• Treating marketing as in investment instead of an expense
• What happens to companies focusing on marketing only without understanding the consumer's buying power
• The different ways to understand buyer behavior across different platforms
• The two questions to ask when you're trying to build a business.
• How to create efficiencies in business
• What is Ryan focusing on now
• The different investments you should start with
• How to get in touch with and learn more about Ryan Niddel

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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What is note investing? What are the biggest myths in note investing? In this episode, Jorge Newberry, founder of the company preREO, joins me and we talk about his experience: His success and failures and how he got up, transitioned and became successful in note investing.

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 Jorge Newberry
• https://prereo.com/affiliate/
• https://www.linkedin.com/in/jorgenewbery

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

Show Notes

• Who Jorge Newberry is
• What the company preREO does
• What the three buckets of loans are
• How to use efficiency in building and capitalizing
• How to bounce back after losing money from real estate
• What the biggest myths are about distress mortgage
• How to maximize the gains during recession
• Why property values drop
• How to find more information about Jorge, preREO, and investing in the preREO fund

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

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I interviewed Brian T. Bradley, a lawyer who specializes in Asset Protection. We talked about making sure your gains are protected against litigation. He also explains how to use increasing levels of protection to ensure you have the right and most cost-effective mitigation strategy for wherever you are on your wealth journey.

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
• https://linktr.ee/curtmay
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Brian T. Bradley
• https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12
• https://btblegal.com/

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

Show Notes

• Meet the guest: Brian T. Bradley
• What asset protection is
• How avoiding probate works
• Building good asset protection through the ECC process
• The downside of using LLCs for asset protection
• The common misconceptions surrounding LLCs
• How the self-settled trust works
• What the different trusts are: How they work and how they differ from others
• The order of progression
• Do you need to have an LLC for every property?
• Why is it important to get your protection set up before you start any operations?
• How to reach out to Brian T. Bradley

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

I interviewed Shana James, an M.A. in psychology and DISC certification. She coached thousands of powerful people. We talked about Money, Relationship, and Sex and how they relate, and how to have more of it and get better with all.

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 Shana James
• https://shanajamescoaching.com/
• https://www.facebook.com/truesuccessformen
• https://www.linkedin.com/in/shana-james-3004065

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

Show Notes

• Who Shana James is
• How Shana helped Curtis arrange his life
• What mastering your attention means and how it works
• What are the effects of noticing and paying attention to other people and your finances
• How to handle a feeling of lack
• Why talking about your financial goals and creating relationship goals should be discussed separately
• How to effectively cope with anger, frustration, or snakiness in a relationship
• How to get in touch or learn more about Shana James

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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What is banking and what problem does it solve? What are the things that you need to do to build a legacy of wealth and wisdom? In this episode, Joe Pantozzi, CEO and Founder of Alpha Omega Wealth, joins Curtis to talk about the importance of knowing the concept of Becoming your own Banker, Infinite Banking, and Private Reserve Strategy.

They also tackle the difference between capitalizing and investing, what the bank can do that you can do, and what are the things you need to build wealth.

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]
• Text Be the Bank to 55444 to get the free report
• Call his office - 610-622-3121
• Connect with Joe Pantozzi
• https://www.linkedin.com/in/joe-pantozzi-941a073
• https://alphaomegawealth.com/joe-pantozzi/

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

Show Notes

• Who is Joe Pantozzi, the Godfather of Infinite Banking?
• How he learned the idea of the infinite banking function
• What the connection is between how the bank and money works
• What the difference is between capitalizing and investing
• Why people are investing in real estate properties
• What the important questions to ask your agent are
• How the money management system works
• Who are the people you should follow if you are building your wealth
• What is the connection between your wealth plan, riches, and net worth is with your rate of return
• How you can deconstruct your personal economy to get control of the majority of your money
• What the 15 laws of growth are

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

I interviewed Anthony Lawson, a Diligent Real Estate Investor Specializing in Commercial Estate. We spoke about building assets and how he keeps on growing his portfolio from New Jersey to the Midwest.

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 Anthony Lawson
• https://linktr.ee/AnthonyLawson
• https://www.facebook.com/groups/375688897731792/
• https://grouphomemastery.com/
• https://safespacehousing.com/
• https://www.instagram.com/anthony_theinvestor/
• https://www.facebook.com/profile.php?id=100026096768547
• The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make

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

Show Notes

• Guest spotlight: Who is Anthony Lawson?
• What the wholesaling business looks like
• How Anthony started with real estate
• What healthcare requirements are required that an investor should know
• What makes money your number one asset
• What is Anthony excited about for the next few years? What opportunities is he seeing?
• What the "F U System" is
• How money works
• How money can work for you
• How to learn more about Anthony

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

I interviewed George Vrban, a Retirement Mortgage Specialist and Branch Sales Manager. George has been in the mortgage industry for the past 20 years. He is currently working with Fairway Independent Mortgage Corp in Fla, GA, IL, TN, SC, NH, LA, MS, HI, WI, PA, MN, DE, MI, MD, WVA, AL, DC, and TX helping seniors improve their lifestyles through a HECM.

Together, we talked about everything about Reverse Mortgages: The front and ongoing costs, the variable interest rate, the ever-rising loan balance, and the reduction in home equity.

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 George Vrban
• https://www.linkedin.com/in/george-vrban-549b25a/
• https://www.fairwayindependentmc.com/George-Vrban
• [email protected]

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

Show Notes

• Who George Vrban is
• How he helps family and clients
• The safest loan in the US
• The difference between retiring and being financially-free
• What happens once people retire
• How reverse mortgage works
• Three different outcomes can happen when you do the appraisal of your home and mortgage
• What are the common myths around Reverse Mortgage are: Are they true?
• Ramifications of working with people with sickness or disabilities that need long-term care: The different strategies
• What the Your Personal Economic Model is
• How a retirement mortgage specialist like George can help
• How to reach out to George

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 Dr. Pat Boulogne, Certified Functional Medicine Practitioner, Coach, Chiropractor, Speaker, and Author. We talked about the importance of Health and Medicine towards success and Grim Reaper Syndrome.

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 Dr. Pat Boulogne
• Why... Are You Sick, Fat, and Tired?
• https://healthteamnetwork.com/
• https://www.linkedin.com/in/drpatboulogne
• https://www.facebook.com/AskDrPat/
• https://www.instagram.com/drpatboulogne/
• https://meetdrpat.as.me/gac

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

Show Notes

• How impressive Dr. Pat Boulogne is
• What the idea is behind the book, Why... Are You Sick, Fat, and Tired?
• What radical medicine is
• How the big little things can bring long-term benefits
• What the Grim Reaper Syndrome is
• What are the differences between Western and Eastern medicine and disciplines are
• Why do you need to have control over everything that you put in your mouth
• What the five pillars of health are
• What nine before nine is
• How to get the book, Why... Are You Sick, Fat, and Tired?
• Where to find more about what Dr. Pat is doing and how to reach out to her
• What to watch out for: The next topics for the quarterly podcasts

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

I interviewed Pierceson York. We spoke about the Deferred Sales Trust, a capital gains tax deferral strategy that allows business owners to defer capital gains tax and reinvest the funds across many different assets.

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 Pierceson York
• https://capitalgainstaxsolutions.com/
• http://nerium.com/default.aspx?ID=pierceson
• https://www.linkedin.com/in/pierceson-york-22404344

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

Show Notes

• Guest Spotlight: Who Pierceson York is
• How can you exit like a millionaire
• What are the different ways to defer the tax
• What a 1031 exchange is
• What the deferred sales trust allows you to do
• How the velocity method works
• What Pierceson's process is
• How having a professional time can help you not only in managing money, but also in taxes, loans, and investments
• Why would a professional who doesn't know Pierceson and his team trust their clients to them?
• How to reach out to Pierceson York

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