The Practical Wealth Show

The Practical Wealth Show

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The Practical Wealth Show episodes

  • Putting Clients in the Best Financial Position with Don Blanton - Episode 96

    Curtis May talks with one of his mentors, Don Blanton, who is the CEO of Money Trax, a company dedicated to training advisors in financial services to improve their level of communication with clients, transfer a greater depth of knowledge on financial topics, and offer reliable guidance through the use of easy to understand conversations designed specifically to increase the financial knowledge of the client. Stay tuned and enjoy!

    Curtis' motto is 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 Don Blanton
      • https://www.moneytrax.com/mentorprogram
      • https://www.moneytrax.com/circleofwealth/
      • http://www.cowcollegeonline.com/
      • https://www.amazon.com/Personal-Economic-Model-Don-Blanton-ebook/dp/B07BN3PP5N

    Special Listener Gift

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

    Show Notes

    • The power of permanent life insurance - 1:04
    • Putting money away for the financial future - 3:58
    • Major capital purchases - 4:35
    • Talking about the 401 (K) - 6:34
    • Banks that loan money: the use of credit cards - 9:13
    • You have to have access to capital - 11:32
    • Life insurance as an easy access to capital - 12:38
    • Contributions to a life insurance policy - 17:1
    • Banks don't give you a lot of benefits but life insurance does - 19:04
    • Having capital access to invest - 23:27
    • Understanding investment opportunities using an example - 25:00
    • What is a maximum efficient contract? - 27:10
    • How much do you have to save? - 28:00
    • What is Circle Wealth? - 29:30
    • One place to put your money - 31:21
    • Talking about Don's book - 33:30
    • How to have access to capital - 35:06

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    37 min
  • Buying, Selling, And Leasing Raw Land As An Investment With Mark Podolsky - Episode 95

    On another amazing episode, Curtis May and Mark Podolsky talk about creating passive income through investments in Real Estate. Today's guest, Mark J. Podolsky (AKA The Land Geek), is widely considered to be the country's most trusted and foremost authority on buying and selling raw, undeveloped land within the United States. For almost two decades, Mark has been actively investing in real estate and raw land, and has completed over 5,000 unique transactions.

    Mark's company, Frontier Equity Properties, LLC, is an A+ rated BBB real estate company. Mark has achieved this level of success largely due to his core business philosophy – "Happy Customers Guaranteed." Mark is the host of one of the top rated podcasts in the Investing Category on iTunes aptly titled The Best Passive Income Model and The Art of Passive Income.

    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 Mark Podolsky
      • [email protected]
      • www.thelandgeek.com
      • 480-586-6688
      • https://www.linkedin.com/in/thelandgeek
      • http://www.thelandgeek.com/podcast/
      • https://www.facebook.com/thelandgeek/
      • https://www.thelandgeek.com/practicalwealth/
      • https://www.thelandgeek.com/foundational-training/

    Special Listener Gift

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

    Show Notes

    • Mark's background - 1:31
    • The Raw Land story - 2:14
    • A full-time Land investor - 3:18
    • A Raw Land investment example - 4:48
    • Creating a marketing package for the next buyer - 6:30
    • A buyers list - 7:35
    • Platforms that are dedicated to buying and selling raw land - 7:50
    • Reasons to create passive income from raw land - 9:35
    • Creating passive income to protect risk - 10:25
    • Buying land - 12:21
    • The fast-growing States: midwest - 13:27
    • Why is it a great investment? - 17:04
    • Savings and passive income - 20:04
    • Teaching people about passive income: starting with Mark's course - 23:50
    • Mark's final words of wisdom - 25:59
    • Your number one asset is you! - 26:50

    Review, Subscribe and Share

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    • Click here to subscribe with Stitcher
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    29 min
  • Learning How To Play The Credit Game With Bruce Mack - Episode 94

    On this new Practical Wealth Show, Curtis May does a video interview with Bruce Mack. Bruce is one of the nation's foremost authorities in financing and credit. Having been in the financial services industry for well over 20 years, Bruce is a highly sought after and well known national and international speaker. He has shared the stage with personalities such as Donald Trump, Al Gore, just to name a few. If you want to know what credit is all about, you should listen to this podcast and watch on youtube the complete episode with Curtis and Bruce.

    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 Bruce Mack
      • https://www.linkedin.com/in/bruce-mack-650ab7154
      • https://platinumfinancinggroup.com/about-us
    • CHECK OUT THE VIDEO FOR THIS EPISODE: https://www.youtube.com/watch?v=m_XoFu9vBtw

    Special Listener Gift

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

    Show Notes

    • Bruce explains why credit is so important and how it works - 2:04
    • What is the leverage? - 4:44
    • Talking about Cash flow - 5:31
    • Investment companies and crowdfunding - 6:55
    • Invoice financing - 9:02
    • Looking for founding - 10:37
    • Traditional and non-traditional sources - 11:47
    • Credit bureaus and credit scores - 14:33
    • Where you are going - 17:32
    • The credit wheel - 18:00
    • The history of payment - 18:37
    • Having an old account - 20:55
    • What to do if you have business credit cards? - 24:12
    • The best way to pre-plan - 28:56
    • Bruce recommends us to use our credit cards - 30:07
    • Never close more than one credit card - 32:59
    • Qualifying for bankruptcy - 38:15
    • For each action, there is a consequence - 39:04
    • Paying an American Express - 40:51
    • Companies that report your rent - 43:47
    • Getting credit awards - 45:26
    • Why is great to use business credit cards - 48:54
    • You have to know the rules of the financial institutions - 52:57
    • Going deeper into founding - 53:20
    • Bruce talks about his programs - 55:34
    • Bruce shares some of their company success stories - 1:03:16
    • A corporate credit program - 1:03:55
    • Bruce company's website - 1:06:51

    Review, Subscribe and Share

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    1 hr 12 min
  • Tax Solutions For Your Vacations With Rob Stephens - Episode 93

    Today's guest is Rob Stephens, co-founder of Avalara (Avv-uh-LAIR-uh) MyLodgeTax, the leading provider of tax compliance solutions for the vacation rental industry. MyLodgeTax was founded by vacation rental owners (including Rob), so they know how much time and energy goes into maintaining a vacation rental and how overwhelmingly stressful lodging tax compliance can be. Rob and his team of experts work with homeowners, property managers, hotel operators, and other businesses, helping them stay compliant so they can get back to doing what they love most.

    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 Stephens
      • https://twitter.com/mylodgetax?lang=en
      • https://www.avalara.com/mylodgetax/en/index.html
      • https://www.facebook.com/mylodgetax/
      • https://www.linkedin.com/showcase/avalara-mylodgetax-
      • [email protected]
      • 720-257-6139
      • https://www.linkedin.com/in/robert-stephens-aa034040

    Special Listener Gift

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

    Show Notes

    • Rob's background - 1:16
    • A lifestyle decision and also an investment - 2:45
    • Running an internet based company - 3:39
    • Understanding the logic of taxes - 4:23
    • Collecting and paying taxes - 7:30
    • Seven differences between income taxes and sales taxes - 8:07
    • Discussing income taxes - 9:38
    • Vacation and short term rentals - 10:42
    • Dealing with families and travelers - 11:58
    • Helping clients with short term rentals and taxes - 14:58
    • Rob's company's services and prices -15:57
    • Paying the taxes each month - 17:15
    • Handling the tax process from beginning to end - 17:39
    • Get in touch with Rob's company - 18:10
    • Taking action: make the first step - 19:47

    Review, Subscribe and Share

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

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    • Click here to subscribe with Spotify
    • Click here to subscribe with Stitcher
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    22 min
  • Inspiring Real Estate Investors To Create A Life Of Financial Freedom With Raphael Vargas - Episode 92

    When opportunity doesn't knock, Raphael Vargas knows it's time to build your own door, the CEO of Real Step and Real Empire joins us today to share his inspiring story of humble beginnings with no college education and the journey that led him to building a successful business and living the American dream. Early on in his life, Raphael gave $3,000 (every penny he had) to a so-called "coach" who promised to mentor him and guide him to success in the real estate world, who then took off with the money, never to be heard from again. An experience that would spook anyone away from the industry instead served as encouragement for him to seek out knowledge on his own, knowledge that he would later use to start his own successful 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 Raphael Vargas
      • [email protected]
      • www.realempire.com
      • 703-282-7230
      • https://www.instagram.com/realraphaelvargas/?hl=en
      • https://www.facebook.com/703GoGetta

    Special Listener Gift

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

    Show Notes

    • Raphael's background - 1:23
    • Working in the Real Estate market - 1:45
    • Definition of Home sales - 2:29
    • Starting with a single property - 3:32
    • Home selling and marketing - 5:14
    • The key performance indicators of the business - 6:11
    • Profitability - 7:44
    • A piece of advice for new investors - 8:52
    • Business as teamwork: Raphael's team - 10:00
    • Investing in your mindset and business - 13:38
    • Keeping his team together - 15:37
    • The importance of believing in yourself - 18:10
    • If you want to succeed quickly, you have to hire mentors - 19:26
    • Taking risks and being successful - 20:07
    • Raphael's vision for the next years - 20:37
    • Raphael's goals - 21:37
    • Courses and education programs of the Real Empire - 22:37
    • Get in touch with Raphael - 24:00
    • Words of wisdom for the Real Estate business - 24:36

    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
    28 min
  • It's All About Your Belief System with Tyrone Jackson - Episode 91

    Tyrone Jackson, The Wealthy Investor, is a trusted stock market trader and best-selling Amazon.com author, who has built his reputation on his unique ability to simplify stock trading and investing. He is also a mentor and trusted wealth building coach to major Silicon Valley and Hollywood producers. Tyrone is a frequent guest on radio and TV shows and has been quoted in the Los Angeles Daily News, CBS MarketWatch.com, Newsday, the San Francisco Chronicle, and StreetIQ.com.

    Curtis' 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 Tyrone Jackson
      • https://twitter.com/wealthyinvest
      • https://thewealthyinvestor.net/
      • https://www.facebook.com/TheWealthyInvestor/
      • https://www.linkedin.com/in/thewealthyinvestor
      • https://ar.pinterest.com/wealthyinvestor/
      • https://www.amazon.com/Trading-Stocks-Made-Easy-Millionaire/dp/0972613714

    Special Listener Gift

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

    Show Notes

    • Starting in finances: Tyrone's background - 1:53
    • Being fascinated with wealth - 3:14
    • His father's advice - 4:05
    • The greatest thing in the world - 5:30
    • Using the stock market - 6:08
    • Revenue and dividend - 7:00
    • The essence of The Wealthy Investor System - 7:50
    • Discussing fear and negativity - 9:00
    • The importance of having a mentor - 10:49
    • Wealth is a mindset - 11:46
    • How money can work for you - 12:33
    • Having a belief system - 14:00
    • What wealthy people do - 16:20
    • A mindset instead of an expectation - 19:09
    • It's about helping people to grow - 20:12
    • Learning how to make money - 21:45
    • Going deeper into the idea of the stock market - 22:32
    • Why get a financial education? - 26:16
    • Differences between making money with Real Estate and with the stock market - 28:00
    • Understanding the market - 30:20
    • Being a student of the stock market - 32:30
    • Success is a series of positive happens - 33:51
    • Learning what the game is - 35:16
    • Tyrone's free E-book and The Wealthy Investor website - 37:59
    • The Seven Principles of Prosperity - 39:36
    • Success and financial education - 39:59

    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
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    43 min
  • Learning More About Commercial Real Estate With Tim Bratz - Episode 90

    Empowering others to become financially free through commercial real estate is the mission that our guest today Tim Bratz (pronounced "Brotts") set out to accomplish. He is the CEO and founder of Legacy Wealth Holdings, a real estate investment company that acquires and transforms distressed apartment buildings into high-yield assets for their own portfolio.

    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 Tim Bratz
      • www.LegacyWealthHoldings.com
      • www.CommercialEmpire.com
      • [email protected]
      • https://invite.commercialempire.com/cestart

    Special Listener Gift

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

    Show Notes

    • Having a business - 2:02
    • Writing a message - 3:20
    • Working Fridays and weekends - 4:57
    • The importance of family - 6:40
    • Freedom - 8:08
    • Not responding to a text message in two days - 9:23
    • Key Performance Indicators (KPIs) in Real Estate business - 11:11
    • The key number - 12:47
    • The number one KPI - 13:41
    • How Tim started his business - 14:25
    • Talking about Real Estate - 15:00
    • Tim's background - 17:38
    • Having the knowledge and mindset for a business - 20:02
    • Real Estate advantages - 20:48
    • Building a Real Estate portfolio - 22:45
    • Commercial Real Estate is not complicated - 26:13
    • "Driving for dollars" - 28:14
    • Tim's podcast - 30:07
    • The cool thing about Commercial Real Estate - 30:45
    • How Legacy Wealth is created - 33:25
    • Study if you want to invest in a business - 36:00
    • Very hard to find deals and easy to find money - 36:44

    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
    41 min
  • How To Grow And Protect Your Wealth with Bruce Mack - Episode 89

    Bruce Mack, owner and founder of Platinum Financing Group, knows that his funding options and asset protection programs are the perfect solution for all business owners to achieve complete financial freedom. Bruce is here today to share his expertise to help you find the right funding option for your business.

    Curtis' motto is "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 Bruce Mack
      • [email protected]
      • www.platinumfinancinggroup.com
      • https://www.linkedin.com/in/bruce-mack-650ab7154

    Special Listener Gift

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

    Show Notes

    • Bruce's background - 2:12
    • What is a living trust? - 2:57
    • Tax mitigation and advantages - 5:14
    • Assets protection - 7:12
    • What we have to put into a trust - 8:18
    • Bruce shares a client's story - 10:58
    • Encouraging people to get a trust - 11:30
    • Tangible and intangible values and a trust - 12:23
    • A trust as a private document - 15:10
    • An example of a possible divorce in the future: what happens with the trust? - 17:53
    • Playing defense - 20:53
    • Talking about The Kennedy Family - 21:57
    • Deferring taxes - 22:20
    • Talking about real estate investors and types of income - 25:06
    • Real Estate investors and trusts - 26:30
    • Bruce talks about his company - 33:10
    • Talking about the IRA and the 401 (K) - 38:50
    • Get in touch with Bruce's company - 39:24

    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
    45 min
  • Five Key Components To Improve Your Credit - Episode 88

    Curtis May discuss the Five key components to have a better credit score, he dives into this topic and also gives us a piece of advice using some examples to explain how to access to more credit. Stay tuned and learn these five key components!

    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

    Special Listener Gift

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

    Show Notes

    • Credit and debt - 2:10
    • An obligation on future earnings - 2:47
    • Five components that make your credit score - 4:10
    • Financial planning for families - 6:27
    • You have to play defense first - 7:27
    • Curtis shares an example to help us understand the credit score - 7:47
    • Talking about good credit scores - 8:41
    • Looking at your payment history - 9:56
    • The importance of paying on time - 12:46
    • What affects your score - 16:12
    • The personal economic model - 18:07
    • Managing your cash flow - 18:47
    • What can you do to improve your score - 21:09
    • Manage your cash flow and pay yourself on time - 24:24
    • Take responsibility for your personal economy - 27:07
    • Increasing your score - 29:18
    • Pay your things on time - 30:20
    • You have to learn how to manage debts - 31:00

    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
    35 min
  • Educating Yourself In The Financial World - Episode 87

    Curtis talks about the four categories of expenses, his experience being in Atlanta for a master mentor meeting for financial advisors, and also the importance of learning and educating yourself in the financial world.

    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

    Special Listener Gift

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

    Show Notes

    • Being in master mentor meeting in Atlanta - 0:47
    • Learning new strategies during the meeting - 2:04
    • Curtis shares a story about reading books - 3:54
    • The financial education world - 5:40
    • You have to educate yourself - 6:38
    • Try to educate yourself and learn more - 7:16
    • Take control of your finances and teach your kids - 9:05
    • Talking about expenses and the four categories of it - 9:53
    • Learning the four categories of expenses - 10:49
    • Curtis' advice about gambling - 13:44
    • Eliminate the destructive expenses - 14:21
    • Curtis' debt definition - 15:09
    • Always pay attention to your transfers - 16:55
    • The protective expenses - 18:04
    • Protecting your income - 19:11
    • Savings is an expense - 20:15
    • What are productive expenses - 20:41
    • Curtis talks about the importance of education - 25:00
    • Working on your skills - 25:25
    • Protect yourself and be productive, that is how you grow - 27:44

    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
    30 min

About The Practical Wealth Show

From the publisher's feed

The Practical Wealth Podcast is for people who want to take control of their finances today. Curtis May is part of the Prosperity Economics movement and is dedicated to breaking down each client's…

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