The Practical Wealth Show

Travis Smith is Founder and CEO of Tribevest, a platform that makes it 10x easier & less expensive to align, formalize, pool capital, and ultimately buy real estate together. He has a unique and extensive background in financial services and enterprise payment software. Before discovering his passion for technology, Travis was a top financial advisor at Morgan Stanley. With his wealth management training, he became a thought- leader in the FinTech industry with a focus on digital payments. Most recently, he led the Strategic Alliance team at Jack Henry & Assoc., a multi-billion dollar FinTech company and core software for thousands of banks. In today's episode, Curtis and Travis talk about investing as a group: the secrets of working together to create additional revenue streams.

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 Travis Smith
• • https://www.instagram.com/tribevest/?hl=es-la
  • https://www.tribevest.com/
  • https://www.tribevest.com/team
  • https://twitter.com/tribevest?lang=es

Special Listener Gift

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

Show Notes

• Travis' background - 0:18
• Real estate investor groups - 1:33
• Where to start - 4:08
• "The rest of us" - 5:39
• The future business ownerships - 8:32
• Having one source of income - 12:27
• When the real freedom comes in - 14:34
• Wealthy families - 23:10
• You are your best investor - 24:23
• Find the best deal - 25:50
• What's the best deal in the world? - 26:25
• What technology does for us - 28:21
• Starting a business in 15 minutes - 29:39
• How to read the numbers - 30:33
• Travis' company services - 32:00

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The business cycle explains the problems that business owners face with the traditional banking system, in today's episode, Curtis May and Joe Pantozzi explain this cycle and how you can use 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 Joe Pantozzi
• • https://alphaomegawealth.com/nevada/joe-pantozzi/
  • https://www.linkedin.com/in/joe-pantozzi-941a073

Special Listener Gift

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

Show Notes

• The business cycle - 0:24
• Becoming a business owner - 1:23
• The master of your own destiny and future - 5:00
• All about cash flow - 7:35
• Talking about coronavirus - 9:44
• Banks and assets - 14:11
• Putting money into life insurance - 19:55
• Controlling money - 23:56
• Let the banks do the work - 27:30
• Seasons affect the business cycle - 36:00

Review, Subscribe and Share

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

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Do you know what a HELOC is? If you don't, this is the episode for you, because Joe Pantozzi and Curtis May discuss what it is and how you can use it. Enjoy!

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 Joe Pantozzi
• • https://alphaomegawealth.com/nevada/joe-pantozzi/
  • https://www.linkedin.com/in/joe-pantozzi-941a073

Special Listener Gift

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

Show Notes

• What's HELOC - 1:15
• Your mortgage balance - 4:01
• Paying your mortgage efficiently and quickly - 5:54
• At the end of the day, where's your money? - 6:24
• Getting out of debt - 7:56
• A strong element of liquidity - 9:49
• Four asset classes - 11:21
• Minimize your taxes - 12:51
• Pay yourself first - 14:39
• Understanding how money really works - 19:34
• Create cash flow - 23:03

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.

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Chief Financial Fitness Trainer of Bissett Financial Fitness Inc. Tracey Bissett, educates and empowers individuals, notably young adults, and entrepreneurs to take control and live their financial lives with confidence. Curtis May talks with Tracey about why managing cash flow is key to making business decisions.

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 Tracey Bissett
• • https://ca.linkedin.com/in/traceybissett

Special Listener Gift

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

Show Notes

• Managing your cash flow - 1:55
• It all starts in your mind - 2:25
• It is all about cash flow management - 2:58
• Your business expenses - 5:46
• If you do not collect cash, you'll have a problem - 8:37
• What creates cash flow issues - 10:28
• Tools to understand your financial position - 11:10
• What lenders care about - 16:57
• Working with and teaching clients - 18:40
• The numbers tell a story - 21:28
• What's investing in your business - 22:25
• How you have to be with your money - 27:41

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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Curtis May and Leslie Awasom discuss how Leslie came to America 20 years ago to pursue the American dream. Despite having a full-time career as a nurse, he is on track to acquire 500 units in 2020. Leslie is the Director of Operations and co-founder of Xsite Capital Investment LLC, a multifamily real estate investment focused company in the Washington DC area. He manages the company operations, market/data analysis, cash flow, and budget analysis.

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

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Leslie Awasom
• • https://www.xsitecapital.com/
  • [email protected]

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

• A great guest today! - 0:17
• Leslie's background - 2:18
• His learning process - 4:42
• Leslie's goal - 9:21
• Looking for more properties - 10:40
• How he started his company - 12:14
• Taking the first step - 14:30
• The importance of savings - 16:58
• A multifamily journey - 19:54
• Common mistakes that people make with multifamily investing - 21:45
• Teaching about what you do - 25:50
• Creating strong relationships - 29:01
• Providing value to other people - 31:06

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 Stitcher
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Stephen Wible is a public speaker, author of "Business Credit – The Complete Step By Step Guide", trainer, and avid learner. He passionately combines his high energy and business credit knowledge and is a recognized expert in the field. Curtis and Stephen discuss the four biggest mistakes business owners make in building business credit.

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

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Stephen Wible
• • www.businesscreditspeaker.com
  • https://www.linkedin.com/in/stephenwible
  • [email protected]
  • Phone: 727- 258-5705

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

• Building business credit - 1:14
• Applying for credit - 3:54
• Stephen's clients' experiences - 5:54
• Building your business credit profile - 6:59
• Info about your profile - 10:05
• What to put in a credit application - 11:13
• Artificial intelligence - 13:06
• Your bank credit score - 17:47
• Explaining why you need the credit - 22:29
• How you have to look at business credit - 26:54
• A credit limit for your company - 31:31
• Stephen's closing words - 37:39

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

After 12 years as a Licensed Professional (PE) Civil/Industrial Engineer, Lane Kawaoka fired the boss and began to focus 100% on his investing and helping others in his Passive Investor Accelerator & Mastermind. In this episode, Curtis and Lane discuss how to scale your investing into multi-family investing for high paid professionals.

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

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Lane Kawaoka
• • [email protected]
  • https://simplepassivecashflow.com/
  • https://curtismay--simplepassivecashflow.thrivecart.com/mastermind/
  • https://curtismay--simplepassivecashflow.thrivecart.com/ecourse/

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

• Lane's background - 2:05
• Investing as a business - 4:29
• Focusing on savings and cashflow - 7:33
• Being a passive investor - 11:38
• Deals and how to protect them - 16:28
• Passive investors focus - 19:45
• Your number one asset is you - 22:19
• Talking about opportunity fund - 23:58
• A place to store your cash - 26:04
• It is not about the investment, it is about the vision - 29:33

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 Stitcher
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For well over two decades, Dan Zitofsky has specialized in working with clients to build equity in their wealth portfolios through investments, savings, IRA's, and 401K's. His company, Zitofsky Capital Management, performs extensive due diligence to protect every investment for its investors as well as their lenders. Dan and Curtis discuss the journey from working for money and having no life to switching his focus to one of cash flow. Dan's focus is on teaching students how to become prosperous.

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

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Dan Zitofsky
• • http://www.zitofskycapitalmanagement.com/
  • [email protected]

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

• Dan's background - 0:46
• Creating true passive wealth - 1:39
• Being a real estate investor - 3:30
• Understanding the "why" - 7:07
• Buying ten to fifteen properties - 10:34
• There are four asset classes - 14:01
• Building passive income - 14:38
• Teaching people how to create wealth - 21:16
• Taking your business to the next level - 22:19
• Do not skip steps to build a strong foundation - 27:11
• Wealthy people think differently - 31:19
• Working with people, processes, and systems - 38:03

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

Chris Prefontaine is a 3-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Moneeka Sawyer's Real Estate Investing for Women. He's also the Founder and CEO of SmartRealEstateCoach.com and host of the Smart Real Estate Coach Podcast. Chris has been in real estate for almost 30 years. Today, Chris runs his own buying and selling businesses with his family team, which purchases 2-5 properties monthly so they're in the trenches every single week. Curtis and Chris talk about how to create real estate on your terms!

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

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Chris Prefontaine
• • https://smartrealestatecoachpodcast.com/chris-prefontaine/
  • https://www.linkedin.com/in/chrisprefontaine

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

• Talking to the Smart Real Estate Coach - 0:18
• His family team - 1:08
• What is "buying on your terms"? - 2:35
• Working on your mindset - 4:22
• Coronavirus challenges - 5:26
• Going on terms - 8:07
• Teaching people how to make a good deal - 9:44
• About retirement plans - 12:01
• Learn how to earn money - 12:28
• Teaching how to be the guide for the sellers - 13:41
• Chris's closing thoughts - 21:03

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

Bruce Wehner is a Cash Flow Specialist at E3 Wealth Consultants. He and his company help people keep more of their money. They discover what money is flowing into your control and what money is flowing out of your control, and they strategize to get more money to flow into your control. Bruce and Curtis talk about how you can have more money to retain and utilize for your life and for future generations.

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

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Bruce Wehner
• • [email protected]
  • https://www.linkedin.com/in/bruce-wehner-5619b5a/
  • http://e3wealth.com/

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

• Bruce's background - 0:29
• A podcast to help people live the life of their dreams - 1:21
• Bruce's coaching philosophy - 2:46
• How he got where he is now - 8:25
• Supporting Kim Butler and Todd Langford - 9:29
• A cash flow management system - 10:50
• The importance of a legacy for many people - 13:58
• Giving investment advice - 18:26
• How do you utilize your money? - 19:45
• Providing alternative investments for clients - 22:50
• Bringing hope to clients - 24:47
• Nelson Nash's insights - 30:10
• What it means to be an honest banker - 31:04
• The cash flow system - 32:37
• The guarantees of the Infinite Banking Concept - 40:02
• If you want to invest, do it - 41:01
• Human nature - 43:13
• You just need a good place to store cash - 51:28
• Do not follow the crowd - 53:51
• Bruce's company and what they do - 55:40

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