The Practical Wealth Show

If you believe that you are your number one asset, you should invest in yourself more than you think! In today's episode, Curtis May gives insights and goals for this year about marketing and delegation. So stay tuned and enjoy this episode!

Curtis May will have a series of episodes called "Ask Me" where he shares his intellectual knowledge with us. In today's episode, he will dive into The Flawed Formula. He talks about this in the Wealth & Wisdom Institute and today he will dive into this formula. Enjoy this podcast!

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
• Curtis's Youtube Channel: https://www.youtube.com/channel/UCYtdLCckUCeuc7inedJcX-A

Special Listener Gift

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

Show Notes

• Understanding the term "flawed" - 1:01
• How is the traditional final formula flawed from the beginning? - 1:36
• Your financial life has been confiscated - 1:49
• How does the formula work? - 2:13
• Time is the only element that is consistent in the formula - 3:04
• The second part of the formula: Rates of Return - 5:00
• Talking about inflation - 9:34
• Making a plan to have security - 11:31
• What's the ideal plan? - 12:03
• Starting webinars - 13:00

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A short episode about an article that Curtis read written by Kim Butler. She co-founded the Prosperity Economics Movement which promotes education in building and protecting wealth. Stay tuned, and listen to the insights shared in this article. 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
• Kim Butler's book: https://www.amazon.com/Live-Your-Life-Insurance-Surprising-ebook/dp/B006VUDLMC

Special Listener Gift

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

Show Notes

• A checklist to review the benefits of life insurance - 2:12
• Why insurance can help you protect your family - 3:09
• How to build a legacy with life insurance - 3:33
• Make sure to review the beneficiaries of your policy - 5:00
• A good tip: put more than one beneficiary in your policy - 5:50
• Never name minor children as beneficiaries - 8:32
• What is Estate Planning? - 9:56
• Benefits of having a Trust - 11:37
• Having a will and a life insurance policy - 15:02
• The importance of having somebody you can trust - 16:56

Review, Subscribe and Share

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Raw land investing experts Adam Southey and Justin Sliva know exactly where new investors struggle. They've each had massive success in their own business, and today they're on a mission to help others learn how to harness the enormous potential offered by land investments: ROI, cash profits, and sustained passive income. After helping hundreds of other land investors find/sell amazing properties at unbelievable profits, Adam and Justin collaborated in creating powerful resources to support both new and seasoned land investors along their journey. They launched the Casual Fridays REI podcast and built a comprehensive online course that not only answered all the questions they had received from consulting clients, but also incorporated the best of their own combined experience. Adam and Justin are here today to show our listeners there's more than one way to achieve success when it comes to raw land 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 Adam Southey & Justin Sliva
• • [email protected]
  • www.casualfridaysrei.com
  • https://www.facebook.com/CasualFridaysREI/
  • https://www.instagram.com/CasualFridaysREI/
  • https://casualfridaysreipodcast.blubrry.net/about-us/

Special Listener Gift

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

Show Notes

• Understanding another way to get money - 2:16
• Adam and Justin's background - 3:22
• Becoming experts and creating a podcast for new investors - 4:14
• Running a business in a high-level position - 5:33
• Looking for a property and understanding the market - 11:29
• Being driven for money - 12:20
• Helping you buy a piece of land - 12:40
• Helping people scale their business - 14:11
• Seven easy steps to understanding the land market - 15:00
• Why raw land market is easy to understand - 16:30
• Owning land in many states - 17:52
• Owning land and creating equity - 25:18
• Selling on terms, how does it work? - 26:41
• Some people do not want to use land contracts - 27:28
• One of the best things of the land industry - 28:23
• Success stories from their clients - 29:23
• How they tried to grow their business - 32:00
• The best way to get in touch with Adam and Justin - 33:09
• Their podcast and what they share - 33:37
• If you want a way to make money, contact them! - 35:29
• There's more than one way to achieve success when it comes to raw land investing - 37:00

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.

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• Click here to subscribe with Stitcher
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Jay Tenenbaum is a co-founder and President of Capital Development of Scottsdale Rei LLC., a real estate investment firm specializing in acquiring assets nationwide. He is a certified keynote speaker, and speaks nationally on note investing and related real estate topics. Curtis and Jay talk about Jay's background and personal experience as a specialist in acquiring assets. Enjoy, and stay tuned to listen to this incredible podcast!

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 Tenenbaum
• • https://www.linkedin.com/in/jay-tenenbaum-891bba7a
  • https://www.linkedin.com/profinder/pro/jay-tenenbaum-891bba7a
  • [email protected]
  • https://www.facebook.com/azpcapital1/

Special Listener Gift

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

Show Notes

• Jay's portfolio - 2:41
• Investing is a plan - 7:08
• Jay's favorite cash flow goal - 8:18
• Why Jay likes building wealth with rental properties - 10:22
• Building wealth through cash flow - 15:55
• The importance of building an asset portfolio - 16:43
• A portfolio to find financial independence - 17:07
• Teaching Infinite Banking - 19:23
• Your number one asset is you, you have to invest in yourself - 19:59
• The biggest challenge for a business - 24:42
• Opportunities to buy a property - 26:52
• The importance of creating cash flow, cash flow, cash flow - 27:55
• The biggest challenge when it comes to investing in a property - 28:45
• Education is a foundational base - 29:49
• The best way to get in touch with Jay - 31:55
• Jay's offer of a 15-minute conversation to help achieve your goals - 33:35

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

Reggie Brown Jr. is the CEO and Head Trainer of In10sity, a rising health & fitness company located in the New Jersey/Greater Philadelphia area. Reggie and Curtis talk about Mr. In10sity's background and how he created his company. Stay tuned, and enjoy his insights!

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 Mr. In10sity
• • https://www.in10sityfitnessunited.com/
  • https://www.instagram.com/in10sity10/
  • [email protected]

Special Listener Gift

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

Show Notes

• Mr. In10sity's progression in life - 1:30
• Making bad choices - 2:22
• Being desperate to make money - 3:39
• How he started his fitness company - 4:45
• The Regeneration Program - 5:34
• Becoming your own banker book - 7:19
• Wall Street Mantra - 10:30
• An idea that made him a lot of money - 11:27
• Give and give, that's how the Universe works - 12:15
• Share your expertise - 15:44
• You have to use your intellectual capital! - 20:16
• What to do if you want to take control of your life - 22:10
• The importance of making decisions in your life - 27:27
• Do not complain about what you do not have - 28:50
• Think towards your goals - 29:49
• It is all about collaboration - 30:12
• Get in touch with Mr. In10sity - 30:48
• You have to be intense if you want things to happen - 31:20

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

Today's guest is a special friend and client of Curtis's, Jeffrey Greco. He started his career as a Financial Advisor with Karr Barth Associates, Inc. after graduating from Emory University's Goizueta Business School. Using his knowledge from his previous real estate and finance experience, Jeffrey launched Second Chance Liberty in 2012 to capitalize on the opportunity to purchase mortgage notes across the United States. He will talk about his experiences and insights, stay tuned, and 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 Jeffrey Greco
• • https://www.legacycapitalpa.com/about-us/
  • https://www.linkedin.com/company/legacy-capital-pa
  • https://www.facebook.com/LegacyCapitalPA/
  • https://www.youtube.com/channel/UCzEpQbbM3REgdlo9gXK5QIw

Special Listener Gift

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

Show Notes

• Jeffrey's background - 1:27
• Starting his career as a financial advisor - 2:13
• How his parents helped him follow his dreams - 6:03
• Having a clear definition of money and life - 7:31
• How he started the capital division - 8:48
• Investing in real estate - 9:33
• Starting his company helping people with mortgages - 10:12
• How he started Legacy Capital - 11:39
• His clients are real estate investors - 11:59
• Some of his clients' stories - 13:30
• There has to be value - 15:05
• Jeffrey's mindset about searching for new opportunities - 15:41
• Diving into the Legacy Capital first year - 17:33
• The game of helping a business become profitable - 18:47
• Always being interested in the banking system - 20:21
• Jeffrey's story about his first policy loan - 21:20
• Using cash to pay for a car? - 25:08
• Some of Jeffrey's childhood stories - 26:45
• Security is the ability to produce - 28:32
• Jeffrey's insights and advice for listeners - 30:47

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

Richard Canfield has been helping families reshape the way they save for their most important milestones and moments in life with The Private Wealth System. Before he read the bestselling book Becoming Your Own Banker, he had blinders on in one key area of his financial life. Now, as an avid learner, he encourages each of his clients to develop the mentality of Curious George by asking questions, challenging what we already know, and seeking out the truth. So stay tuned and enjoy this episode!

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 Richard Canfield
• https://infinitewealth.kartra.com/page/rc-main-1
• https://richardcanfield.ca/
• https://www.facebook.com/TheRichardCanfield
• https://twitter.com/rcanfield1

Special Listener Gift

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

Show Notes

• Richard's background - 0:37
• The powerful Infinite Banking concept - 1:30
• Being exposed to new ideas - 3:07
• Helping people understand more about finances and money - 3:40
• Having consistency with real estate - 7:07
• Not having a coach - 7:23
• The importance of having a coach in all aspects of your life - 8:37
• Nelson Nash's Golden Rule - 10:44
• What's banking? - 12:50
• An application to access capital - 15:22
• It is all about how we think - 16:44
• The only way you can make things happen - 19:10
• Do not be afraid to capitalize - 20:20
• Do not do business with banks - 22:12
• Participating in a family bank - 24:47
• What happens if you have an outstanding policy loan? - 26:31
• His experience in Birmingham - 33:50
• Richard's lessons and thoughts - 36:55
• Getting in touch with Richard - 41:01

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 today's episode, Curtis talks to a guest friend and mentor Rob Minton, the founder of Dividend Real Estate. Rob shares some of his experiences in business and where he started from. Dividend Real Estate is the outlet for Rob Minton, who is an active real estate investor in Cleveland, Ohio area. Rob started investing in real estate in the early 1990s and has owned several commercial properties, apartment buildings, single-family homes, and mobile homes as investments. Today he owns and manages a large portfolio of income properties. Stay tuned and enjoy this episode!

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 Rob Minton
  • https://dividendrealestate.com/about/
  • https://twitter.com/robminton
  • [email protected]

Special Listener Gift

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

Show Notes

• How he started - 1:50
• Loving Real Estate and being an agent - 2:45
• What happened before the market crash? - 3:30
• One of the big lessons that he learned - 4:48
• What happens when the market crashes - 5:39
• Being prepared for all market cycles - 6:07
• Studying about markets and businesses - 7:14
• What is a real estate investor? - 8:13
• How to redesign your business - 9:18
• Building his Real Estate company - 9:43
• What happened when the market crashed - 10:27
• Doing investor deals - 11:27
• Apartment buildings and single family homes - 13:58
• What he learned from the crash - 15:15
• The Joy of Compounding book - 18:22
• Understanding the book - 19:17
• Look for common allies - 23:38
• Books to read that will help you in your business - 25:44
• What makes you an excellent investor - 27:47
• What is living a good life? - 29:15
• Never using his Real Estate license - 31:30

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

Today's guest is Terry Lammers, Certified Valuation Analyst and co- founder/managing member of Innovative Business Advisors. He was President and Owner of Tri-County Petroleum for 20+ years before joining Regions Bank as VP of Commercial Banking after selling his business in 2010. Armed with vast financial expertise and decades of hands-on business leadership, Terry now works with his team at Innovative Business Advisors to guide business owners looking to sell their enterprises, as well as prospective buyers. Terry's new book You Don't Know What You Don't Know, is an in-depth examination of the process of buying, growing, and eventually selling a business. With Terry's guidance, both current and aspiring business owners are sure to walk away with a wealth of knowledge and advice to lead them down the path to business success in every stage. Stay tuned and enjoy this episode!

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 Terry Lammers
• • https://innovativeba.com/
  • https://www.facebook.com/innovativeba/
  • [email protected]
  • https://innovativeba.com/terry-lammers/
  • https://twitter.com/terry_lammers?lang=en
  • Phone: 618 530 8922
  • Terry's book: https://www.amazon.com/You-Dont-Know-What-Everything/dp/0997521015

Special Listener Gift

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

Show Notes

• Terry's background - 2:24
• The opportunity that exists when it comes to finding a business - 3:19
• Having enough cash flow - 4:44
• Thinking in buying and selling a property - 7:23
• A successful acquisition - 9:48
• Doing a strategic evaluation - 11:49
• Think about what you want to buy - 15:26
• Thinking about selling - 16:37
• Be sure your taxes are done - 17:40
• The value of the business - 20:32
• A difference between cash flow and profitability - 22:16
• Terry's thoughts about buying a business - 24:31
• Having bankability - 25:48
• Banks and loans - 27:16
• Learn how to use debt to buy assets - 28:37
• Try to minimize your losses in life - 30:30
• Always keep an open mind! - 32:25
• Get in touch with Terry - 32:53
• Coaching clients and his coaching program - 33:40
• Terry's book - 34:43

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