The Practical Wealth Show

Curtis May interviewed Jay and Samera Harvey about their Journey into entrepreneurship. Jay and Samera's academy trains investors on how to close their first real estate deal in under 30 days with little or no money, flipping mobile homes in parks. The numerous student testimonials online prove that their system works and is driven by results. In fact, one of their students was able to purchase a 40 unit mobile home deal for only $8,000 and create a portfolio worth over $250,000 in 90 days on his very first deal. Together, Jay and Samera have created a thriving online community where hundreds of students can support and partner together on deals across the nation.

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 Jay and Samera Harvey
• • https://trailercashacademy.com/
  • https://www.linkedin.com/in/jay-harvey-a15b0a1a9
  • https://www.instagram.com/trailercashacademy/?hl=en
  • https://www.instagram.com/sameraharvey/?hl=en
  • [email protected]

Special Listener Gift

• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed

Show Notes

• Helping people discover financial freedom - 0:36
• Their background - 1:50
• Talking about mobile homes - 4:20
• Flipping properties - 7:11
• Teaching clients - 12:06
• How to leverage mobile homes - 18:40
• Explaining financial freedom - 19:00
• Training for clients - 26:47
• Their favorite books - 29:31

Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

Make sure you're subscribed to the podcast so you get the latest episodes.

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

Curtis talks with Anna Myers, Vice President at Grocapitus. They discuss ideas about the mindset shift to be successful in multifamily investing. Grocapitus Investments exists to find and present rock-solid commercial real estate investments to their highly valued capital partners. In addition to producing attractive risk-adjusted returns for their investors, they strive to enhance the life of every tenant, team member, and individual that comes into contact with their business.

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 Anna Myers
• • https://multifamilyu.com/
  • http://www.grocapitus.com/
  • https://www.grocapitus.com/#team
  • [email protected]

Special Listener Gift

• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed

Show Notes

• What Anna does at her company - 1:41
• What is Grocapitus? - 2:34
• The power of data - 5:20
• Empowering advisors with information - 7:06
• The value of your home - 10:59
• The numbers tell a story - 15:01
• Looking at population growth - 18:31
• Starting in multifamily - 22:56
• You have to learn how to grow - 25:06
• How she got into multifamily - 25:39
• Setting goals for yourself - 27:06
• An amazing time to get into multifamily - 28:16
• Finding your passion to create wealth - 30:50
• Learning how to play the game - 32:43
• Learning more about multifamily - 35:03

Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

Make sure you're subscribed to the podcast so you get the latest episodes.

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

Curtis talks with Sean Tepper about his background, as the Founder and CEO of TYKR. Sean has a unique combination of IT project management and investing. From 2006 to 2011 he operated a small services business, building websites and custom software applications for small and mid-sized enterprises. During these first five years of his career, he discovered he wasn't going to build wealth by providing a service or working a job. He came to realize that real wealth is created through 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 Sean Tepper
• • [email protected]
  • https://paybacktime.pro/team/
  • https://www.facebook.com/paybacktimepro
  • https://twitter.com/seantepper

Special Listener Gift

• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed

Show Notes

• What's TYKR - 1:43
• Sean's background - 2:18
• What to do as an investor - 7:13
• A good candidate for TYKR - 12:32
• Sean's mentor - 14:23
• Buying stocks with discounts - 17:19
• What does TYKR mean for you - 18:12
• Investing in the stock market based on emotions - 19:26
• Investing is boring - 21:09
• How much should I invest? - 27:30
• Check out TYKR and learn - 31:55

Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

Make sure you're subscribed to the podcast so you get the latest episodes.

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

Curtis talks with Carl Allen about building a legacy of multi-generation wealth. Carl Allen is a world-class entrepreneur, investor, and corporate dealmaker who has worked on more than 330 transactions worth close to $48 billion. In his nearly 30-year career, Carl has analyzed thousands of businesses big and small in 17 different countries across nearly every business sector including: technology, pharmaceuticals, transport and logistics, engineering, manufacturing, aerospace, consumer goods and services, business services, retail, professional services, finance, packaging, and corporate clothing.

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 Carl Allen
• • https://signups.dealmakerwealthsociety.info/X428W600
  • https://dealmakerwealthsociety.com/
  • https://dealmakerwealthsociety.com/about-us/
  • https://twitter.com/dealmakerwealth?lang=en
  • https://www.instagram.com/_dealmakerwealthsociety_/

Special Listener Gift

• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed

Show Notes

• Carl's background - 1:34
• Doing deals all over the world - 2:22
• Creating a coaching program - 4:52
• Being a business broker - 6:12
• Reinvesting in real estate - 7:19
• The value of buying a business - 9:41
• A great deal for you - 12:40
• Three types of business you can acquire - 16:57
• Three ways you can make money - 23:45
• Building multi-generational wealth - 26:26
• What Carl does when he buys a business - 29:40
• The importance of psychology when you are buying - 31:14
• What's great about deals - 32:55
• Skills, tools, and mindset - 35:15
• The deal-making mindset - 36:11
• Reading great books - 40:06
• Training with Carl - 41:23

Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

Make sure you're subscribed to the podcast so you get the latest episodes.

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

Curtis May interviews Neal Bawa, a real estate investor and CEO of Grocapitus Investments and Multifamily University. They discuss how understanding the numbers in commercial transactions leads to more efficiency. Neal sources, negotiates, and acquires Commercial properties across the U.S., for nearly 500 investors. Current portfolio is over 2000 units, projected to be at 3000 units in 12 months.

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 Neal Bawa
• • https://www.linkedin.com/in/neal-bawa
  • https://multifamilyu.com/about/

Special Listener Gift

• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed

Show Notes

• Neal's background - 0:37
• Technology for real estate - 2:19
• Where is the risk? - 9:56
• Having properties in different places - 10:13
• What to look at in a property - 11:07
• The numbers tell a story - 12:47
• A process of constant experimentation - 15:51
• Creating assets - 22:16
• Neal's final thoughts for listeners - 25:33
• The importance of technology - 26:25

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 episode, Curtis May and Sam Denton will discuss popular, but not well-known R&D tax credits: what they are, who qualifies, and how to save 10's of thousands to hundreds of dollars you might be losing out on.

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 Sam Denton
• • [email protected]
  • https://www.dentonwealthstrategies.com/

Special Listener Gift

• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed

Show Notes

• A show for business owners - 0:33
• Educating the CPA - 3:48
• Developing a new technique - 5:43
• Working with clients - 8:13
• Looking at your business activity - 9:10
• Overpaying taxes - 10:06
• What his company is trying to do - 12:16
• All about credit - 15:06
• You have to keep your records - 18:13
• Who's taking the risk - 21:14
• Helping small business recover cash - 26:46
• Their process and what they do - 28:10
• Living on your terms and creating independence - 29:00

Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

Make sure you're subscribed to the podcast so you get the latest episodes.

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

Curtis and Ben Golden talk about how to help families in business resolve IRS tax issues and have peace of mind. During his postgraduate years, Ben prepared income taxes for corporations, trusts, estates, and individuals as a clerk, staff accountant, and eventually a business owner. In 2004, he purchased the family-owned Golden Income Tax & Accounting Inc. based in Thomasville, AL, a firm focused on individual taxes. His goal is to help his clients feel at peace by representing them knowledgeably, to protect them by working within the confines of their rights, and to let them know that their posterity will be secure in the years to come.

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 Ben Golden
• • https://goldentaxrelief.com/about/

Special Listener Gift

• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed

Show Notes

• Wanting to give clients peace of mind - 0:58
• IRS rules - 2:56
• You have the right to representation - 7:37
• A misconception that many people do not understand - 9:51
• Figuring out why you have a letter - 11:53
• There are two types of people - 15:33
• To guide somebody you need to do an investigation - 16:08
• What is client expectation management? - 22:32
• The key is communication - 23:19
• Ben's four cornerstones - 29:17
• File your taxes on time - 36:50

Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

Make sure you're subscribed to the podcast so you get the latest episodes.

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

Curtis interviews Tenny Tolofari about how he started multifamily investing. Prior to establishing Xsite Capital Investment in 2019, Tenny spent several years leading a major sales force in one of the fastest-growing financial service companies in America. He is also a Global Cyber Security professional supporting the likes of Boeing and Deloitte. Tenny met his business partner Leslie Awasom in 2019. Together, they invested in a 192 unit apartment project in 2019 as Limited Partners and are on track to acquire 500 units in 2020. Tenny's major role is building relationships with brokers, property management companies, and investors to ensure the success of their property investment business.

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 Tenny Tolofari
• • [email protected]
  • https://www.xsitecapital.com/

Special Listener Gift

• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed

Show Notes

• A cash flow program - 2:42
• Investing in real estate - 3:19
• What you have to do as an owner - 5:40
• Expanding his vision and network - 6:19
• Getting started in multifamily investing - 8:19
• Educate yourself - 9:49
• All you need to do is take action - 13:22
• Wanting to do business - 15:47
• Ensuring your investment - 17:19
• The importance of building confidence - 23:18
• The excitement of multifamily investment - 24:27
• Wanting to educate people - 25:17

Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

Make sure you're subscribed to the podcast so you get the latest episodes.

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

Curtis interviews Kim Daly from The Daly Coach. Kim Daly is one of America's Top Franchise Consultants who has helped thousands of people explore franchise opportunities. For over 20 years, she has traveled the country as a keynote speaker and business break out leader and has hosted her own live events educating, motivating, and inspiring Americans to dream of small business ownership through the proven systems of a franchise.

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 Kim Daly
• • [email protected]
  • https://thedalycoach.com/
  • Welcome Page link: https://thedalycoach.com/practicalwealth/
  • https://thedalycoach.com/practicalwealth/

Special Listener Gift

• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed

Show Notes

• About franchising - 2:35
• Kim's background - 3:22
• Working with big national brands - 4:26
• Teaching people how to use the internet - 5:06
• Understanding the franchising industry - 7:24
• Attracting a certain customer - 10:07
• The right time is always now - 14:38
• Investing in a franchise - 15:54
• Selecting the right franchise - 18:06
• Successful business owners - 20:39
• Not selling a franchise, selling freedom - 23:40
• What's the life that you want to live? - 24:58
• Having an abundant mindset - 32:00
• Teaching you all that you need to do - 36:01
• Loving to teach people - 42:13
• The legacy of entrepreneurship - 43:25
• Learning about franchising as an investment - 44:43

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

Since 1996, Kim Avant-Babb has operated Babb Properties LLC, a real estate development firm headquartered in Sicklerville, New Jersey that redevelops urban residential properties in her native Philadelphia in order to provide quality housing and build stable communities. Babb Properties LLC celebrates 30 plus years of a 0% eviction rate and prides itself on quality customer service and landlord integrity. Kim also provides landlord coaching and mentoring. Kim Avant-Babb is also the chief strategy officer at the New Jersey redevelopment authority (NJRA), a multi-million dollar independent financing authority created by the state of New Jersey to transform urban communities through direct financial investment and technical support. In today's episode, Kim and Curtis talk about Kim's philosophy and her 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

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 Kim Avant-Babb
• • https://www.linkedin.com/in/ameenahdesigns

Special Listener Gift

• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed

Show Notes

• Kim's background - 1:42
• Passing down knowledge - 3:27
• The strategy from the beginning - 4:05
• Buying in the right location at the right price - 4:47
• Having a real estate business - 5:48
• Talking about the individual investor - 10:00
• Bringing value to the marketplace - 19:00
• Facilitating your property management - 22:30
• Some tips for landlords - 24:03
• Being addicted to reading - 27:03
• How you manage change - 27:53

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