The Practical Wealth Show

It's not what you make, it's what you keep. In Episode 2, Curtis uncovers the five major ways you're likely transferring wealth away from your family—without realizing it. These aren't budget cuts or coupon tips. These are hidden leaks in your financial system that cost you tens (or hundreds) of thousands over time. Listen to learn how to spot and stop them, and why Infinite Banking is one of the most powerful ways to redirect wealth back into your control.

Highlights

• What a "wealth transfer" really is—and why it's often invisible

• The five most common wealth transfers that sabotage families and business owners

• How to identify leaks in your own financial strategy

• Where Infinite Banking and principle-based planning come into play

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com

• https://www.practicalwealthsolutions.net/

• Email Curtis for a free report - [email protected]

• Call his office - 610-622-3121

• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75

• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession

• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink

Special Listener Gift

• Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

Review, Subscribe and Share

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Think self-storage is just a bunch of metal doors and padlocks? Think again.

In this episode, Curtis May sits down with Joe Downs, co-founder of The Belrose Group, to reveal how this overlooked asset class is creating both active and passive income streams for savvy investors.

Discover the "niches within niches" strategy Joe uses to find untapped opportunities, why self-storage thrives in any economy, and the simple steps to go from curious investor to facility owner.

Whether you're looking to diversify your portfolio, replace your income, or build generational wealth, this conversation will change how you think about real estate investing.

Most people think of self-storage as just rows of metal doors… but what if I told you it's one of the most recession-proof, cash-flow-rich investments out there?

Let's get into it.

Highlights

• The importance of cash flow over net worth.

• Reinventing business strategies in the face of industry changes.

• Comparing self-storage to multifamily and hotel investments.

• Self-storage as an overlooked yet lucrative investment.

• The emergence of self-storage education and mentorship.

• Leveraging tools like SBA loans for storage investments.

• Practical advice for those interested in starting a self-storage business.

• Investing using whole life insurance policies.

• The mindset needed for entrepreneurial success.

• Exploring diverse niches within the storage industry.

• Opportunities in self-storage in the current economic climate.

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com

• https://www.practicalwealthsolutions.net/

• Email Curtis for a free report - [email protected]

• Call his office - 610-622-3121

• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75

• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession

• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink

• Connect with Joe Downs

• LinkedIn: joe-downs-7990851

• Phone number: 610-283-0944

• Email address: [email protected]

• https://www.belroseam.com/

• https://www.belroseam.com/us-mortgage-resolution

Special Listener Gift

• Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

Review, Subscribe and Share

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• Click here to subscribe with Spotify

• Click here to subscribe with RSS

In this episode of The Practical Wealth Show, Curtis May sits down with Josh Marsden, MBA, the Founder & CEO of ARM5™ Formula Co., a seasoned entrepreneur, e-commerce investor, and host of The Build Your Wealth Show.

Josh has over 12 years of experience in digital marketing and e-commerce, and he's a 2-time Inc. 5000 entrepreneur who's built and scaled multiple 7- and 8-figure businesses. Through ARM5™, Josh has created a proven acquisition method that helps investors find, buy, and own profitable, cash-flowing e-commerce companies in 120 days or less.

Highlights

• The secrets behind the ARM5™ Formula for acquiring e-commerce businesses

• How to build long-term generational wealth through digital assets

• What makes an e-commerce brand investor-friendly and scalable

• Strategies for escaping the 9-to-5 by owning online businesses

• Common mistakes entrepreneurs make when trying to grow or acquire businesses

Josh also shares his personal journey as an entrepreneur, how he's helped thousands of e-commerce owners scale their companies, and the mindset shifts necessary to achieve financial freedom.

Whether you're an aspiring investor, a business owner looking for your next move, or someone curious about the power of acquiring online businesses, this episode is packed with actionable insights.

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com

• https://www.practicalwealthsolutions.net/

• Email Curtis for a free report - [email protected]

• Call his office - 610-622-3121

• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75

• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession

• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink

• Connect with Josh Marsden

• 🌐 ARM5™ Formula Co. – www.arm5formula.com

• 🎙 The Build Your Wealth Show

• 📧 Connect with Josh: [email protected]

Special Listener Gift

• Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

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 RSS

Today on The Practical Wealth Show, I'm joined by a true master of sales and profit growth — Doug C. Brown. Doug is the CEO of CEO Sales Strategies and a Sales Revenue and Profit Growth Expert who's helped companies like Intuit, CBS, Procter & Gamble, and Enterprise Rent-A-Car explode their revenues. He led the division for Tony Robbins and Chet Holmes that grew 864% in just six months — so when we say 'high performance,' we mean it.

He now teaches companies and individuals how to scale their sales the right way — using the same strategies used by top 1% performers — and helps organizations build elite, commission-only sales teams that win. He's also a proud dad, former Berklee musician, and someone who doesn't back down from competition — whether on the ice or in the boardroom.

Highlights

• Doug's early introduction to sales.

• Importance of leveraging in business.

• Concept of nonlinear sales growth.

• The significance of understanding metrics.

• Reducing refund rates by changing the narrative.

• Leveraging sales skills to build music industry connections.

• How selling can profoundly impact lives.

• The importance of continuous learning in sales.

• Traits of top 1% sales performers.

• Advice for real estate and business professionals.

• Sales as a means to financial freedom.

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com

• https://www.practicalwealthsolutions.net/

• Email Curtis for a free report - [email protected]

• Call his office - 610-622-3121

• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75

• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession

• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink

• Connect with Doug C. Brown

• [email protected]

• Doug C's Profile - linkedin.com/in/dougbrown123

• Website - businesssuccessfactors.com (Company)

Special Listener Gift

• Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

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 RSS

If you're a property manager or real estate entrepreneur looking to grow without the overhead, this episode is for you.

Peter Neubig, CEO of VPM Solutions and former property manager himself, shares how virtual talent is transforming the property management industry. From building his own company and exiting successfully to now running the #1 VA platform for property managers, Peter breaks down how to scale your team, increase profitability, and free up your time — without compromising service quality.

Highlights

• 00:00 – Peter's journey from property manager to tech CEO

• 05:20 – The pain point that launched VPM Solutions

• 10:35 – Real ways property managers use virtual talent to scale

• 16:10 – How VAs improve cash flow and cut operational bloat

• 21:00 – Building trust and accountability with a virtual team

• 27:15 – The common mistakes to avoid when hiring

• 32:00 – Why the future of property management is virtual

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com

• https://www.practicalwealthsolutions.net/

• Email Curtis for a free report - [email protected]

• Call his office - 610-622-3121

• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75

• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession

• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink

• Connect with Peter Neubig

• https://vpmsolutions.com

• https://www.linkedin.com/in/pete-neubig/

Special Listener Gift

• Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

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 RSS

In this high-impact episode of The Practical Wealth Show, Curtis May welcomes legendary note investor Eddie Speed—founder of Colonial Funding Group and NoteSchool—for a masterclass in building wealth with notes instead of rentals.

Guest Additional Info

Founder of NoteSchool and a leading educator in note investing, Eddie has over 40 years of experience helping investors diversify their portfolios by investing in mortgage notes. He can share strategies on managing risk, investing with limited funds, and finding opportunities even during economic downturns. Eddie is also the Owner and President of Colonial Funding Group LLC, which specializes in the acquisition and brokerage of discounted real estate-secured notes. Additionally, he is involved in private equity funds that acquire bulk portfolios of notes.

Highlights

• Why expenses are up and profits are down in today's rental market

• How selling your rentals as owner-financed notes can 2X–3X your monthly cash flow

• The major differences between notes, rentals, and syndications

• Why today's real estate investors need a strategy shift to stay ahead

• How private lenders can be the bank and eliminate tenant headaches

• A practical framework for exiting real estate tax-efficiently

• If you're tired of managing properties or want more passive income without the hassle, this conversation is your blueprint.

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com

• https://www.practicalwealthsolutions.net/

• Email Curtis for a free report - [email protected]

• Call his office - 610-622-3121

• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75

• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession

• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink

• Connect with Eddie Speed

• https://noteschool.com/

• FREE GIFT for listeners:

• Eddie is giving away a FREE course on note investing to Practical Wealth listeners: 👉 NoteSchool.com/practical

Special Listener Gift

• Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

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 RSS

In this powerful follow-up episode, Curtis May welcomes back seasoned investor and educator Fred Moskowitz to dive deeper into the world of note investing. You'll learn how to stop thinking like a borrower and start acting like a bank—using private notes to build steady, secured income and true financial control.

Highlights

• Why note investing beats traditional rentals (without the 2 AM toilet calls)

• How to use Self-Directed IRAs to fund note purchases tax-free

• Key metrics to evaluate before buying a note

• Where to source quality performing and non-performing notes

• The biggest mistakes beginners make (and how to avoid them)

• Why the next 5 years could be a golden age for private lending

• Whether you're a passive investor, real estate professional, or just tired of Wall Street volatility—this episode will show you how to "Be the Bank."

• 📘 Fred's book: The Little Green Book of Note Investing

• 🌐 Learn more: www.fredmoskowitz.com

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com

• https://www.practicalwealthsolutions.net/

• Email Curtis for a free report - [email protected]

• Call his office - 610-622-3121

• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75

• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession

• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink

• Connect with Fred Moskowitz

• [email protected]

• Gift : giftfromfred.com

Special Listener Gift

• Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

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 RSS

In this episode, Curtis May sits down with Dr. Axel Meierhoefer, founder of Ideal Wealth Grower and host of The Ideal Investor Show. From military service to building a passive income portfolio, Axel shares how he helps aspiring investors reach their "time-freedom point" using the GROWER Method. You'll learn why mindset trumps math, how to avoid common real estate traps, and the power of mentorship in accelerating your wealth journey.

Guest's Info

Dr. Axel Meierhoefer is a former Air Force officer turned investor, coach, and founder of Ideal Wealth Grower. He is the author of The Shift in Coaching Dynamics and an international educator on real estate, mindset, and passive income strategy.

Highlights

• What the "time-freedom point" really means (and how to hit it)

• Why mindset is the first investment you need to make

• Axel's GROWER Method for mentoring success

• Turnkey investing tips for busy professionals

• Key questions to ask before joining any coaching program

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com

• https://www.practicalwealthsolutions.net/

• Email Curtis for a free report - [email protected]

• Call his office - 610-622-3121

• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75

• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession

• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink

• Connect with Dr. Axel Meierhoefer

• Axel's site: https://idealwealthgrower.com

• Axel's podcast: The Ideal Investor Show

• Curtis May's Money4Life Blueprint: www.practicalwealth.net

Special Listener Gift

• Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

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 RSS

In this value-packed episode of The Practical Wealth Show, Curtis May interviews Dr. Darnyelle Jervey Harmon, 8-figure CEO of Incredible One Enterprises and creator of the Move to Millions® Method.

She's been broke, bankrupt, and stuck—just like many entrepreneurs. Today, her company ranks on the Inc. 5000 list and teaches others how to scale with grace, ease, and alignment.

Highlights

In this episode, you'll learn:

• Why most entrepreneurs never break past 6 figures

• The 3 mindset shifts that unlock 7-figure growth

• The systems and habits that create scalable wealth

• How to shift from service provider to Million-Dollar CEO

What to do if you didn't come from money—but want to leave a legacy

🎧 Listen now and learn how to break through the income ceiling—for good.

👉 Want help creating your financial breakthrough? Book your Game Plan Session: https://link.agent-crm.com/widget/bookings/pwa_initialstrategysession

👉 Learn more about Dr. Darnyelle: https://www.incredibleoneenterprises.com

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com

• https://www.practicalwealthsolutions.net/

• Email Curtis for a free report - [email protected]

• Call his office - 610-622-3121

• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75

• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession

• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink

• Connect with Dr. Darnyelle Jervey Harmon

• https://www.drdarnyelle.com/podcast

• Personal Website: https://www.drdarnyelle.com

• Company Website: https://www.incredibleoneenterprises.com

• Facebook: http://www.facebook.com/darnyellejerveyharmon

• Facebook Group: http://www.movetomillionsgroup.com

• Instagram: http://www.instagram.com/darnyellejerveyharmon

• Instagram: https://www.instagram.com/teamincredibleone/

• Linked In: http://www.linkedin.com/in/darnyelejerveyharmon

• Move To Millions Book: movetomillionsbook.com

• Interview Bundle (free): https://www.movetomillionsgifts.com

Special Listener Gift

• Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

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 RSS