The Practical Wealth Show

The Practical Wealth Show

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The Practical Wealth Show episodes

  • Once in a Decade Opportunity: Understanding Preferred Equity with Darin Davis - Episode 318

    Join us for an insightful conversation with Darin Davis, Principal at Club Capital, as we explore the intricacies of preferred equity. In this episode, Darin delves into why preferred equity is a once-in-a-decade opportunity, its benefits, and how it can be a game-changer for your investment strategy.

    Tune in to gain valuable insights and strategies from a leading expert in the field. Don't miss this chance to elevate your financial knowledge!

    Visit this site to connect with Darin: https://clubcapital.co/practical/

    • 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 Darin Davis
    • [email protected]
    • https://clubcapital.co/practical/
    • https://darindavis.investments/
    • https://clubcapital.co/
    • https://clubcapital.co/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
    48 min
  • Unveiling the Hidden Truths of Business Credit: Separating Fact from Fiction with Kevin Lewis - Episode 317

    Join us for an enlightening episode as we dive deep into the world of business credit with Kevin Lewis, CEO and Principal Consultant at Premisien Credit Counseling. Business credit is a crucial yet often misunderstood aspect of running a successful company. In this episode, Kevin Lewis brings his extensive expertise to the table, debunking common myths and revealing essential truths about business credit. Learn how to navigate the complexities of credit scores, understand the impact of business credit on your operations, and discover strategies to build and maintain a strong credit profile. Whether you're a seasoned entrepreneur or just starting out, this podcast is packed with valuable insights to help you make informed financial decisions and propel your business forward. Tune in and get ready to separate fact from fiction in the realm of business credit!

    Highlights

    • Addressing misleading credit content.
    • The importance of financial integrity.
    • How Kevin Lewis began in finance.
    • Learning from bankruptcy and financial lessons.
    • Misconceptions around credit and bankruptcy.
    • The burden of knowledge in finance.
    • Debunking the revenue myth in business credit.
    • The consequences of business credit myths.
    • Honest strategies for building business credit.
    • The challenges of vendor credit.
    • The truth about personal guarantees in business credit.
    • Dangers of lying on credit applications.
    • Observing common credit application mistakes.
    • Risks of buying authorized credit user status.
    • Discriminatory lending practices.
    • Building a solid business foundation.

    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 Kevin Lewis
    • [email protected]
    • Visit his website: www.premisien.com
    • Phone number: (215) 904-8690
    • 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
    32 min
  • Unlocking business Success Crafting Choreographed Strategies for Growth with Michael Johnson - Episode 316

    Join us on 'Unlocking Business Success,' where we delve into the art of crafting choreographed strategies for growth with Michael Johnson. From innovative marketing techniques to dynamic leadership insights, we explore the keys to unlocking the full potential of your business. Tune in for actionable tips, inspiring success stories, and expert advice to propel your business to new heights.

    Highlights

    • Introduction to The Practical Wealth Show with Curtis May.
    • The shift from the age of information to the age of insight in business.
    • The concept of applying dance choreography to business strategies.
    • The connection between athletic discipline and business success.
    • The Choreography Triad: Execute Across, Measure Everything, Define and Articulate.
    • VCVO Framework: Noise Vehicle, Noise Campaign, Sales Vehicle, Offer.
    • The difference between a product/service and an offer.
    • Leveraging business equity for growth through investing and acquisition.
    • How successful people operate with clear principles and rules in investing.
    • Michael's company, business choreography, and how they assist other businesses.
    • Encouraging business owners to seek external insights for growth and improvement.

    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 Michael Johnson
    • https://www.facebook.com/people/Michael-A-Johnson/1130268325/
    • https://www.linkedin.com/in/michael-johnson-3149151ab/
    • https://www.instagram.com/bizchoreo/
    • https://www.facebook.com/bizchoreo
    • 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
    52 min
  • Beyond Winging It: Discover Our Blueprint for Financial Mastery and Wealth Creation - Episode 315

    Are you tired of navigating your financial journey without a clear roadmap? Join us for an enlightening session where we'll unveil our blueprint for financial mastery and wealth creation. In this dynamic discussion, we'll provide you with the strategies and insights you need to take control of your finances and build long-term wealth. Say goodbye to guesswork and hello to financial clarity and success. Don't miss out on this opportunity to transform your financial future!

    Highlights

    • Importance of mastering financial basics.
    • Investing vs. Saving - Prioritize saving first.
    • Lack of integrated financial strategy for many people.
    • Introduction to the "wealth coordination account" concept.
    • The need to know your personal economy.
    • "Circle of confusion" in managing cash flow.
    • Illustration of "financial gravity."
    • How to fight "financial gravity" and manage finances effectively.
    • Reservoir metaphor for creating a wealth coordination account.
    • The "velocity method" of using money effectively.
    • Explaining passive income and changing the nature of income.
    • Importance of a financial structure to manage cash flow.
    • Iterating the concept of velocity over accumulation.
    • Explaining how mutual funds don't truly capitalize on compound interest.

    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
    22 min
  • How To Go From A 9 To 5 Career To A Franchise Owner Mashing The Art Of The Transition with Marc Cayle - Episode 314

    I sat down with Marc of FranDestiny and discussed the opportunity in having a Career to Franchise Owner: Mastering the Art of Transition. With over 25 years in franchising, Marc is a seasoned guide in the realm of franchise ownership. Having excelled as a franchisor, multi-unit franchisee, and consultant, he's been part of transformative opportunities, earning accolades like Businessman of the Year. Marc's passion lies in assembling exceptional teams and executing plans for tangible franchise ownership.

    As the visionary behind FranDestiny, he aids individuals in transitioning from "want-entrepreneurship" to genuine business ownership, employing a tailored matching approach. Marc's success includes leveraging franchise models for profitable exits while maintaining a work-life balance. A graduate of the University of Wisconsin-Madison and a lifelong entrepreneur, Marc is committed to helping others build wealth and create lasting legacies through informed franchise ownership. His story is one of passion, expertise, and education to empower others in the dynamic world of franchising.

    Visit this site to get the FREE Gift: https://frandestiny.com/practical/

    Highlights

    • Marc's personal journey into the franchise business
    • What is paid for in franchise fees and their benefits to franchisees
    • The different models in franchising and how one can aim to scale and grow
    • The need for potential franchise owners to understand themselves and know their limitations
    • Pros and cons of horizontal and vertical diversification when thinking about buying a franchise in your field versus a different sector
    • The current trend for franchisors taking a more hands-on role and offering to run the franchise for the owner for additional royalty fees
    • Important marketing strategies for franchise owners and the importance of being adaptable and creative

    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 Marc Cayle [email protected]
    • Website: https://frandestiny.com/
    • Phone Number: (414) 331-0224
    • LinkedIn: https://www.linkedin.com/in/marc-cayle-809ab5
    • Facebook: /FranDestinyCoach
    • 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
    42 min
  • The 100 Million-Dollar Journey: Your Guide to Building the Business of Your Dreams with John St Pierre - Episode 313

    Join us for an inspiring episode as we sit down with John St Pierre, a seasoned entrepreneur with a wealth of experience in both triumphs and setbacks. With two companies under his belt, John has navigated the highs and lows of entrepreneurship, scaling businesses to over $50M+ in global revenues.

    In this candid conversation, John shares valuable insights gleaned from his entrepreneurial journey, including lessons learned from significant failures and the strategies that propelled his successes. As the host of the Entrepreneurs United podcast, John serves as a trusted investor, speaker, and mentor, empowering countless entrepreneurs in their pursuit of business excellence.

    Stay tuned for John's upcoming book, "The $100M Journey: Growing The Business Of Your Dreams Without Going Off The Cliff!" slated for release in late 2023. This compelling narrative offers a roadmap for aspiring entrepreneurs and business owners, providing actionable advice for achieving entrepreneurial success while avoiding common pitfalls.

    Don't miss this opportunity to gain valuable wisdom from John St Pierre and embark on your own journey towards entrepreneurial greatness. Subscribe now and join us as we delve into the world of business and entrepreneurship!

    Subscribe Now for More Inspiring Entrepreneurial Content!

    Get his Book here: https://a.co/d/e1bhHTV

    Highlights

    • How to start booking a strategy session with Practical Wealth Solutions
    • How it feels to be fired from your own company and how it motivates you to start again
    • John's previous failed attempts at business due to a nonchalant attitude towards giving away equity
    • John's seven principles
    • The concept of self-financeable growth rate in businesses and the importance of managing growth and capital reinvestment in a business
    • Building a culture of entrepreneurship within the company
    • Success story of becoming the CEO of a hundred million dollar company and the successful implementation of John's seven principles
    • The potential dangers and losses possible without the application of these principles, especially when attempting to build a large business
    • Where to find more resources, the provided coaching services, and the free workbook offered for entrepreneurs at 100mjourney.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
    • Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
    • Connect with John St. Pierre
    • [email protected]
    • https://podcasts.apple.com/id/podcast/entrepreneurs-united/id1531348588
    • Website: www.100mjourney.com
    • LinkedIn: /in/johnstpierre/
    • Facebook: /johnstpierre
    • IG: @johnstpierre 100
    • Twitter: /iohnstoierre 100
    • 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
    41 min
  • The Mindset Barriers To Entrepreneurial Success with Dan Gordon - Episode 312

    In this episode, Dan Gordon and I discuss "The Mindset Barriers to Entrepreneurial Success. So if you want to eliminate the #1 barrier to entrepreneurial success, transformation. They want to confront their demons, realize their greatness,, and learn how to be great salespeople without being super douchebags! so you can unleash their most badass business selves in the world. Tune in now!

    Highlights

    • What's the #1 reason most entrepreneurs fail, and what can they do to prevent it?
    • Why is learning to sell so important when you can just use digital sales tools like AdWords?
    • The Secret Weapon of Success

    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 Dan Gordon
    • [email protected]
    • LinkedIn: Coach Dan Gordon
    • https://dangordonenterprise.com/
    • Mindset Barriers Links & Mentions From This Episode:
    • Free Book text SALES: 213-409-8366
    • Secret Weapon text CALM to 213-409-8366
    • Any assistance, text HELP to 213-409-8366
    • 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
    40 min
  • Finding Yield In Real Estate: Strategies For Today's Investors with Todd Pigott - Episode 311

    In this episode, I sit down with Todd Pigott, CEO of ZINC Financial, as we dive into the world of real estate investment and uncover strategies for finding yield in today's market. In this enlightening discussion, Todd shares his insights and expertise on navigating the complexities of real estate investing, identifying lucrative opportunities, and maximizing returns.

    Whether you're a seasoned investor looking to expand your portfolio or a beginner eager to explore the world of real estate, this interview offers invaluable insights and actionable advice. Don't miss out on this opportunity to learn from one of the industry's leading experts and take your real estate investment game to the next level.

    Highlights

    • Insider tips for identifying high-yield real estate opportunities
    • Strategies for mitigating risks and maximizing returns
    • The latest trends shaping the real estate investment landscape
    • Practical advice for investors at every level of experience

    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 Todd Pigott
    • Phone: (559) 326-2509
    • Website: http://zincinvesting.com
    • LinkedIn: https://www.linkedin.com/company/zinc-income-fund/
    • Instagram: https://www.instagram.com/zincincomefund/
    • Facebook: https://www.facebook.com/ZINCIncomeFund
    • Twitter: FundZinc
    • 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
    48 min
  • Elevating Excellence: Exploring Ways To Enhance Business Operations with Jhana Li - Episode 310

    Join us for an insightful discussion on Elevating Excellence: Exploring Ways to Enhance Business Operations featuring Jhana Li, founder of SpyglassOps.com. In this engaging conversation, Jhana shares her expertise and strategies for optimizing business operations, streamlining processes, and fostering a culture of excellence. Whether you're a seasoned entrepreneur or just starting your business journey, this conversation offers valuable insights to help you take your operations to the next level. Tune in and learn from the best!

    Don't forget to like, share, and subscribe for more inspiring content. Let's elevate excellence together!

    Highlights

    • How businesses can improve in each of these sectors
    • How Jhana became the COO of her ex-boyfriend's company and later an operations coach.
    • Ways operations affect all stages of the business process
    • Viewing business owners as a great asset to their businesses
    • Comparison of tasks for CEOs to those that can be delegated to mechanics or other professionals
    • The process of auditing a CEO's time and how an operator can help optimize it
    • The discontent business owners often feel when burned out by operations

    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 Jhana Li
    • [email protected]
    • Follow her socials : @thejhanali
    • Contact her at https://spyglassops.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
    36 min
  • Part 2: How To Grow And Market Your Real Estate Business with Jabbar Fairweather - Episode 309

    Are you ready for Part 2? To take your real estate business to new heights? Join us for an insightful conversation with Jabbar Fairweather, where we uncover the secrets to growing and marketing your real estate venture effectively.

    In this engaging discussion, Jabbar Fairweather, a seasoned real estate expert, shares invaluable tips, strategies, and insider knowledge to help you navigate the competitive world of real estate. From building a strong brand to leveraging digital marketing channels, Jabbar breaks down the essential steps to attract clients, close deals, and scale your business.

    Whether you're a seasoned real estate professional or just starting out, this conversation is packed with actionable insights and practical advice that will propel your business forward. Don't miss this opportunity to learn from one of the industry's brightest minds and unlock the keys to real estate success.

    Tune in now and get ready to grow and market your real estate business like never before!

    Highlights

    • Advocacy for self-investment in mindset, skillset, and network, referencing well-known marketers
    • The expectations of people who are unwilling to seek out self-education materials but demand mentoring
    • Accessibility of information and education through the internet, advocating continuous learning
    • Consistency in providing daily motivational videos
    • Personal experiences with buying unnecessary items and realizing their irrelevance
    • The profitability of turnkey properties in real estate
    • The need to keep up with inflation rather than beating it to generate sustained wealth
    • The government's needs in various sectors like jobs, housing, and food
    • Potential income generation through e-commerce and the importance of reinvesting one's income
    • Recent property acquisition and the planned renovations, detailing the potential profits either by keeping or selling it
    • Why newcomers to the community should first listen and learn before engaging to the network
    • The idea of true financial freedom
    • Importance of having the right education and understanding financial assets, like life insurance and investments
    • The necessity of networking and learning from different people to expand your knowledge about various ways to generate income

    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 Jabbar Fairweather [email protected]
    • Guest Additional Info: Follow him at IG: jabbar_fairweather
    • Linktree : https://linktr.ee/Workwithbar
    • 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
    55 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'sโ€ฆ

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