The Practical Wealth Show

Ever wondered how the ultra-wealthy invest their money? In this episode, I break down the latest Tiger 21 asset allocation report, revealing how high-net-worth individuals with $20M+ in assets structure their portfolios.

The biggest surprise? Public equities make up only 23% of their wealth—while most everyday investors put 75-100% into the stock market. So, where does the rest of their money go? We'll explore their diversified approach, including private equity, real estate, and alternative investments.

Highlights

• The exact asset allocation of the ultra-wealthy
• Why they limit exposure to public stocks
• How real estate, private equity, and alternative assets play a crucial role
• What YOU can do to start diversifying like the top 1%

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• 📅 Book a strategy session to align your finances with high-net-worth principles https://link.agent-crm.com/widget/booking/P3coOQC0HSpJeuIumy8f
• 📩 Join the Money for Life Club for weekly insights on wealth building Practical wealth Solutions: https://app.agent-crm.com/v2/preview/C0Kb8qlviGCczll2qzS2
• 🎧 Listen now on: The Practical Wealth Show: https://www.podpage.com/the-practical-wealth-show/
• 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 of The Practical Wealth Show, we welcome Hannah Kesler, an expert in the Infinite Banking Concept and daughter of Brent Kesler, to share her incredible journey and insights. Starting her financial journey at just 18, Hannah has successfully used Infinite Banking to build wealth, invest in real estate, and educate others on financial independence.

Highlights

• How Hannah's early exposure to Infinite Banking shaped her financial mindset.
• Real-life success stories of Infinite Banking in action.
• Common misconceptions about Infinite Banking and how to overcome them.
• Hannah's vision for integrating Infinite Banking with modern financial tools.
• Her advice for beginners looking to start their journey toward financial control.

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Hannah Kesler
• www.hannahkesler.com
• Check out her Book: https://podcasts.apple.com/ca/podcast/the-money-multiplier-podcast/id1534038990
• Follow her Podcast: The Money Multiplier Podcast https://podcasts.apple.com/ca/podcast/the-money-multiplier-podcast/id1534038990
• 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 of The Practical Wealth Show, I sit down with Court Pitcher, co-founder of Legacy Lock, to uncover the secrets of smart legacy planning. Most people don't realize that failing to set up a trust can leave their family with huge legal headaches, unnecessary taxes, and costly probate. Court shares why a trust is one of the most powerful financial tools for protecting your assets and ensuring your wealth is passed down seamlessly.

Highlights

• The biggest estate planning mistakes (and how to avoid them)
• Why wills aren't enough – the power of trusts explained
• How to bypass probate and keep control over your wealth
• Estate planning for business owners and real estate investors
• The #1 thing you need to do TODAY to secure your family's future

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Court Pitcher https://www.linkedin.com/in/court-pitcher-09b74548
• 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 of The Practical Wealth Show, we sit down with Christian Osgood, the host of the Multifamily Strategy podcast and YouTube channel. Christian shares his journey from exploring general real estate opportunities to becoming a leader in multifamily investing. Whether you're a seasoned investor or just starting out, this conversation is packed with actionable insights, inspiring stories, and practical strategies for building wealth through multifamily properties.

Highlights

• How Christian transitioned into multifamily investing and why it became his focus.
• The mindset shift needed to succeed in real estate.
• Key challenges Christian faced as he scaled his multifamily portfolio.
• Proven strategies for identifying and analyzing profitable multifamily deals.
• Advice for new investors looking to enter the multifamily market.

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Christian Osgood
• Visit his Site www.multifamilystrategy.com
• Subscribe to www.youtube.com/@Multifamilystrategy
• Follow him www.instagram.com/christianosgood/
• [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

In this episode of The Practical Wealth Show, we dive into one of the most common mistakes young high earners make: rushing into investments without first investing in themselves. If you're earning good money and feel the pressure to start building wealth right away, this episode is for you. Learn why chasing returns without knowledge, purpose, or passion is risky, and discover the power of prioritizing personal growth before financial growth.

Highlights

• The dangers of chasing returns without a clear purpose.
• Why investing in yourself is the foundation of financial success.
• How to align your financial strategies with your unique goals and values.
• Practical tips to avoid gambling with your money and build true wealth.'

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i

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, we dive into the powerful process of end-of-year goal setting. Reflecting on the past year and intentionally planning for the next is more than just a tradition—it's a proven way to set yourself up for success. Whether you're looking to crush your personal goals, advance in your career, improve your financial situation, or focus on your health, this episode is packed with actionable strategies to help you hit the ground running in 2024.

Highlights

• The importance of reflection in goal-setting.
• How to set SMARTER goals for meaningful progress.
• Breaking down big goals into actionable steps.
• Common goal-setting pitfalls and how to overcome them.
• How to stay accountable and celebrate milestones along the way.

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i

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

Are you managing rental properties or thinking about investing in real estate? Don't miss this insightful conversation with Odara Jabali-Jeter, a highly successful property manager who has helped countless owners navigate the challenges of managing properties.

Highlights

• The most common mistakes property owners make and how to avoid them.
• How professional property management saves you time, money, and stress.
• Tips for maximizing rental income and reducing vacancies.

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Odara Jabali-Jeter
• [email protected]
• Tel: 267-307-7469
• 6329 Germantown Ave. Philadelphia, PA 19144
• www.ly/realty.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, Dr. Mike Van Thielen and Curtis discuss optimizing your current health and performance level. So if you want to Peak personal performance, Longevity, and Disease prevention so you can know how to reverse your biological age, tune in now!

Guest Info Dr. Mike Van Thielen is an expert in The Bio Hacking code whose accomplishments include: How is a Expert Biohacker & Mentor, Ph.D. Holistic Nutrition,Doctor of Oriental Medicine Licensed Physical Therapist, Expert in Functional Medicine & Regenerative Medicine,Licensed Acupuncture Physician.

Highlights

• How to upgrade your body, your mind and your life
• Why do people many of home are hard chargers have bad health?
• What is the biohacking code?
• What does it mean to reverse you biologice age
• What are the 7 foundations of good health that you can put into practice today

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Dr. Mike Van Thielen https://biohackingcongress.com/experts/mike-van-thielen-phd

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

The rise of digital assets like cryptocurrencies and blockchain technologies is reshaping the landscape of wealth management. In this episode, David Doss, founder of CKC and a digital asset expert, shares his in-depth knowledge on how individuals and businesses can leverage digital assets to build wealth and diversify portfolios. We discuss the growing influence of Bitcoin, Ethereum, and other digital currencies, how they can complement traditional investment strategies, and what the future holds for digital assets in mainstream finance.

David also touches on the importance of staying ahead in an increasingly digital world and how savvy investors can navigate volatility while tapping into opportunities in decentralized finance (DeFi).

Are you ready to future-proof your wealth management strategy? Listen now to explore the cutting-edge world of digital assets, and download David's free digital asset guide to start integrating these powerful tools into your financial portfolio today!

Highlights

• Bridging traditional finance and blockchain.
• Crypto as an emerging asset class.
• Different uses of blockchain technology.
• Importance of investing a small percentage in crypto.
• Intersection of fear and greed in investments.
• Utility and potential of digital assets.
• Currency fluctuation and global adoption.
• Real-world blockchain applications: efficiency and adoption.
• Decentralized finance and commerce potential.
• Importance of good regulatory environments.
• Tax implications and legality in crypto.
• CKC's asset management and program management.
• Accepting crypto as payment for businesses.
• Importance of understanding and tax compliance.

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with David Doss
• [email protected]
• www.linkedin.com/in/davidambrosedoss
• https://www.linkedin.com/company/ckc-fund
• [email protected]
• www.ckc.fund

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

Retirement is supposed to be a time of relaxation and enjoyment, but for many, it comes with the stress of ensuring their savings last a lifetime. In this insightful episode, Josh Jalinski, a renowned financial advisor and host of The Financial Quarterback, walks us through the critical steps to make your retirement funds work for you. We dive deep into optimizing Social Security benefits, managing taxes in retirement, strategies for creating sustainable income streams, and how to confidently spend without the fear of outliving your savings.

Josh brings decades of experience in guiding retirees and pre-retirees through the complexities of financial planning to ensure they get the most out of their golden years. If you're looking to enjoy a financially secure and worry-free retirement, this episode is packed with actionable tips tailored just for you.

Ready to secure your financial future in retirement? Tune in now, and take advantage of Josh's free retirement readiness report to assess your financial plan today!

Highlights

• Live broadcasting challenges and experiences.
• Criticism of "Buy Term Invest the Difference"strategy.
• Personal impact of early financial beliefs and transition.
• Permission slip concept explained.
• Importance of trust and its role in wealth protection.
• Benefits of holistic planning and lifelong wealth strategy.
• Forecasting in uncertain economic times.
• Value of diversified asset allocation for risk management.
• Impact of advice on personal finance and client benefit.

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
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with with Josh Jalinski
• https://www.retirementrealitycheck.com/
• https://www.iheart.com/podcast/47-the-financial-quarterback-p-27246763/

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