The Practical Wealth Show

What's your priority when it comes to growing your business? Can you possibly maintain a healthy balance between your personal and business life?

Curtis welcomes Jen Du Plessis to talk about her success story of building a business and having a life at the same time. Jen helps mortgage loan officers, business owners, and real estate agents who are overwhelmed, stressed out, and sabotaging their personal lives for the sake of their business to multiply results in record time and have the courage to say yes to their personal lives (which sometimes means saying no to clients). She shares the unique process she follows: the Referral Partner Strategy and how she networks and screens 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
• Connect with Jen Du Plessis
• https://www.jenduplessis.com/
• https://businessboostermastermind.com/
• https://podcasts.apple.com/us/podcast/success-to-significance-life-after-breaking-through/id1512731230
• https://podcasts.apple.com/us/podcast/mortgage-lending-mastery/id954052959
• Impact: Inspiring Motivational Powerful Acronyms for Cognitive Thinking
• Step into the Spotlight to Expand Your Influence and Attract the Right Clients Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• Introducing the guest today: Jen Du Plessis. - 0:15
• How Jen was able to build a business and have a life at the same time. - 1:18
• Telling others: Live your legacy while building it. Work on purpose or purpose with passion. - 5:16
• The first step in cracking the code: Clarity. Finding the why can be a challenge for people. - 7:37
• Ask yourself: What are your core values? - 8:54
• Make your life the steel and your business the rubber. - 12:30
• Stop selling everything to everyone because you're selling nothing to no one. - 13:08
• What's Referral Partner Strategy? - 19:44
• Networking and Screening clients: Asking the four questions. - 27:55
• Figuring out to what caliber you're willing to give yourself, your energy, and your time. - 31:39
• Being a client advocate. - 34:22
• Grouping clients: Figuring out if they are someone who can connect with Jen or if they'll give referrals. - 36:42
• Live the life you want on your own terms. - 42:49
• Where to find Jen? - 44:39
• The Key: Move to a strategic partner piece. - 48:39

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Franchising is not for everyone. However, it can be a good stepping stone for people who want to give owning a business a shot. Curtis and Jon talk about franchising as a better path to business ownership for many. They discuss the wide world of opportunities across the industries that many are not aware of, many of which complement real estate 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 Jon Ostenson
• https://franbridgeconsulting.com/
• [email protected] Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• What Curtis AND Jon will be talking about today. - 0:23
• Introducing the guest today. - 0:55
• Why is franchising hot? - 2:16
• There's no guarantee, only opportunity. - 4:02
• Pros and cons of franchising. - 6:17
• What are the other non-food franchising sectors that are resonating with clients? - 12:17
• You go to business not to create jobs but to live life on your terms. - 15:02
• Financial freedom is being able to like how you want to live from the income from your personally invested assets. - 17:52
• What's my best option? Some of the ways are not to use up all your cash, but still, get into franchising. - 21:17
• How to know which is the best franchise to select? - 22:09
• The two strategies: What if the previous franchisee wants to franchise another business that is different from the initial franchise? - 25:05
• The next step for people who want to give franchising a try - 28:23

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Do you have to gamble every time you're making an investment? Are there really good and bad investments? Curtis and Barry James talk about this and more in today's episode. Barry shares what are the money decisions that work for him. He also tackles the dangers of making immediate investment decisions, particularly target-date mutual funds. Not only that, Curtis and Barry also discuss the secrets of what they do and how you can apply them to your personal economy and future decisions when it comes to your hard-earned 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
• Connect with Barry James Dyke
• https://www.barryjamesdyke.com/
• https://www.youtube.com/channel/UCMgvWBPowk4xZ-hcfh9-SUw
• https://www.facebook.com/thepiratesofmanhattan Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• Barry James Dyke's Background and Mission. - 2:20
• Welcome to the casino world: What works for Barry James Dyke. - 6:39
• There is no financial product that will take you to glory. - 12:27
• Being laughed at: How a big media company laughs at his idea and research. - 13:22
• You have to practice and work at improving your skillset. - 18:19
• People who make the most money invest in themselves. - 19:33
• Most people are gamblers, speculating when it comes to investment. - 23:36
• What are the dangers of target-date mutual funds? - 29:00
• People are fundamentally out of order in terms of where they're taught where to invest first and not save. - 33:24
• What's his overall conception of Indexed Universal Life insurance. - 40:33
• What's new and where to find Barry? - 46:00
• Have more capitalism for yourself. - 49:26

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As you get older, you may start to think: "What's the best way to invest my hard-earned money?" or "Am I ready for my retirement years?" These questions are the center of Curtis and Sanjay Hegde's discussion. Sanjay started from the bottom and worked his way up to where he is now. He shared his beliefs that you don't need a lot of money in order to start investing and be financially free. Sanjay also discussed the best investments to make and how you can be an educated investor.

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 Sanjay Hegde
• https://blueringinvestors.com/
• https://www.linkedin.com/in/sanjay72
• https://www.facebook.com/Blueringinvestors/
• https://www.youtube.com/channel/UCDw7c2ToFHYkYvhyMwk_tjQ
• https://www.instagram.com/blueringinvestors/ Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• Introducing Sanjay Hegde - 0:20
• Transitioning to being an investor. - 1:17
• Work begets work. - 5:04
• Even if you don't have a lot of money to invest, if you have little money, you can still bring that to the table. - 9:27
• The two types of partners. - 10:37
• What makes senior residential facilities and student housing great investments, especially when you're trying to pull your capital? - 15:42
• Investing is a plan, it's a process. It's not a product. - 22:10
• The Aha Moment: Moving from making a fairly decent income to what he is now. - 23:00
• How to get money through multi-family investment. - 26:01
• The two types of investors. - 29:57
• Goal: Making sure that the investors are educated enough before they put their hard-earned money into investing. - 31:44
• Where to find Sanjay? - 32:51
• Investing is not about buying something, it's about becoming something. - 34:22
• You don't have to be super-wealthy to be financially free. - 37:05

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

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Curtis and Kent spoke about the social impact of real estate investing. Kent is a former management consultant, start-up owner, and corporate executive turned full-time real estate investor and operator. Kent has achieved financial freedom and is now on a mission to empower others to do the same through multifamily 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 Kent Ritter
• https://www.kentritter.com/
• https://www.instagram.com/ritteronrealestate/?hl=en Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• Who he is - 2:51
• His real estate career - 4:18
• You have to invest in your mindset - 8:32
• What happens with inflation - 9:43
• There are a lot of advantages in multifamily - 12:44
• A clean and safe place to live - 27:19
• Looking for wealth creation - 29:23

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

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Curtis interviewed Rod Khleif, host of The Lifetime Cashflow Podcast, about the psychology of success. They walk through his detailed goal setting process and how he teaches people he mentors into successful MultiFamily investors. How do some recover from losing $50,000,000? What is the difference between Achievement vs Fulfillment in your life? Check out this episode to know the answers!

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 Rod Khleif
• https://rodkhleif.com/
• https://www.multifamilybootcamp.com/optin-499629341627670408272
• https://rodkhleif.com/lifetime-cashflow-podcast/ Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• You need to know how to think - 1:08
• Focus is an important piece - 6:26
• Write down what you want to do in this life - 9:32
• Learning this business takes some effort - 11:29
• Write down who you want to help - 12:05
• Everything starts in a place of gratitude - 19:58
• Getting specialized knowledge - 22:15
• Teaching a weekly planning process - 34:22

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

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Dave grew up in poverty and overcame superhero-like obstacles. His story, revealed in his debut book, Laundromat Millionaire – The Grit to Elevate an Industry is a life and business journey that doesn't stop at rags to riches. It begins with a stubborn and obsessive mission to be a business owner with a tenacious and genuine purpose to help others to do the same – even if you also do not have a college degree or perhaps because you have one.

Dave teaches the principles of relentless studying of the greats to be a great, and knowing that even if an industry – like laundry – isn't sexy, you can make it so. His initial foray into business ownership was a side hustle alongside his corporate gig with Cincinnati Bell. He found his first business on Craigslist. Once he owned it, he overhauled it from struggling, losing money and outdated, to one that was a valuable proposition to serve as a vital community asset. In essence, he cared – for those who needed this service and deserve it.

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 Dave Mentz
• https://laundromatmillionaire.com/
• https://laundromatmillionaire.com/about/

Special Listener Gift

• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• Dave's background - 1:24
• Money follows value - 4:15
• Building their first store from scratch - 5:11
• Being an essential community resource - 8:52
• What makes laundromats unique - 17:24
• Being self-employed or being a business owner - 29:06
• Managing your cash flow properly - 32:03
• Keep expanding your business - 38:08
• Having a podcast with his wife - 40:06
• The beauty of the laundromat industry - 43:23

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

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Stephanie Walter formed Erbe Investment Group, LLC for the purpose of real estate investing through multi-family and commercial properties. Prior to founding Erbe Investment Group, Stephanie started her professional career by obtaining a degree of a Bachelor of Science in Biology and Chemistry and soon started working in the insurance claims industry for 8 years, specializing in working with contractors, overseeing repairs, and keeping projects in line and on budget with the insurance company. Curtis and Stephanie discuss what the wealthy do differently in regards to money and investments.

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 Stephanie Walter
• http://erbeinvestmentgroup.com/
• http://erbeinvestmentgroup.com/about-us/
• https://www.facebook.com/erbewealth
• https://www.linkedin.com/in/stephanie-walter-057594196/
• https://www.facebook.com/erbewealth

Special Listener Gift

• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• Creating wealth without Wall Street - 1:27
• The people that made click for Stephanie - 4:37
• What wealthy people want - 5:33
• The accumulation theory - 7:42
• Loving to find new investors - 21:54
• What is Stephanie reading - 28:40

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

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Over 25 years ago, Merrill Chandler—a personal and business credit pioneer and co-founder of Lexington Law Firm—became dissatisfied with the ineffective results of credit repair. Leveraging his extensive knowledge of borrower behavior profiles, FICO® scoring metrics, and lender underwriting requirements, he developed a process that could 'optimize' a consumer's borrower behavior AND improve a borrower's "fundability." He founded GetFundable.com to deliver this revolutionary technology to real estate investors, business owners, and entrepreneurs nationwide. Merrill has helped thousands of borrowers become more FUNDABLE and help them access the capital they need to fulfill their financial dreams.

Are You A Real Estate Investor Who Needs Money To Do More Deals? Learn the secrets of getting funded.

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 Merrill Chandler
• https://www.getfundablebootcamp.com/bootcamp1?affiliate_id=3239497
• https://www.getfundablewebclass.com/go?affiliate_id=3239497&cookiepreview=false&noautoplay=false&nopopup=false
• [email protected]
• Podcast: http://GetFundablePodcast.com
• Book: http://GetFundableBook.com
• Instagram: https://instagram.com/getfundable
• LinkedIn: https://www.linkedin.com/company/2852304/
• Facebook: https://www.facebook.com/yougetfundable
• Clubhouse: https://www.joinclubhouse.com/club/get-fundable Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• What people believe of their credit score - 1:43
• What's inside of your approval - 3:01
• When lenders lose money - 4:32
• Paying on time - 12:03
• The fake scores - 15:17
• We want to partner with banks - 28:32

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

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David works with Unique Advantage as an advisor, doing Principles-Based Planning. Curtis and David discuss how to deal with student debt.

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 David Mullen
• [email protected]
• https://uniqueadvantage.biz/contact/ Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• David's background - 1:32
• Being a certified financial planner - 2:28
• Student loans are a big deal - 3:26
• There's good debt and bad debt - 6:45
• Examples of good debt - 7:45
• What financial institutions are doing - 14:23
• Teaching the value of work - 16:48
• Money is not math, math is not money - 17:04
• The cost of not paying interest - 19:48
• You have to start with why - 27:29
• Understanding how the money works and flows - 30:10
• You have to switch your thinking - 34:19
• What's principle-based planning - 45:13

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
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