2018
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August


All Episodes
Archives
Now displaying: Page 1
Oct 17, 2018

Curtis talks in this episode with Mark Bertrang, who wrote a book about investments and life insurance assets. He also talks about the worst-case scenario in real estate and what are assets and liabilities.

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

 

Special Listener Gift

 

Show Notes

  • How Curtis and me at the Summit for Prosperity Economics Advisors - 1:10
  • Mark's Background - 2:27
  • Mark and Curtis talk about the life insurance policy - 4:40
  • How to help the children of a person who passed away - 5:55
  • Mark shares a few stories of people that died and what their family did with the life insurance - 7:47
  • Why every situation is unique - 9:18
  • They talk about their first death claim as agents - 12:32
  • What happens if a person dies in the first two years? -14:33
  • Mark tells us another story of life insurance policy - 16:04
  • The worst-case scenario in real estate - 19:17
  • What are assets and liabilities? - 21:17
  • How we take care family - 23:51
  • What is whole life insurance? - 28:25
  • Life Insurance Value and Human Life Value - 29:04
  • Negotiating with the Life Insurance Company - 36:31
  • Mark recommends advisors to not practice law - 40:06
  • Mark gives recommendations to his clients -  41:17
  • Raising other people's kids costs money - 45:27
  • You have to have the money first - 46:48
  • At what age people become a widow - 48:00
  • They talk about Mark's Book - 50:54

 

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.

Oct 10, 2018

In this episode, Curtis talks with Jordan Goodman, who is “America’s Money Answers Man” and a nationally-recognized expert on personal finance. He is a regular guest on numerous radio and television call-in shows across the country, answering questions on personal financial topics.

He is the author/co-author of 13 best-selling books on personal finance including Master Your Debt Fast Profits in Hard Times, Everyone’s Money Book, Master Your Money Type, Barron’s Dictionary of Finance and Investment Terms and Barron’s Finance and Investment Handbook.

Jordan is also a speaker and seminar leader on personal finance topics for business executives, students, associations, investment clubs, employees and others. They talk about making money and pay yourself first.

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

  1. Earning high income from Secured Real Estate Funds. Instead of keeping your money in the bank earning 0%, a suitable alternative would be Secured Real Estate Funds which pay 8% a year in monthly checks, which can either be deposited electronically or reinvested. These funds lend to high quality commercial real estate projects that are having a hard time getting financing from traditional banks and they use the “collaborative lending” model to help builder/developers complete their projects in a timely way. The maximum they lend is a 70% loan to completed value. The minimum investment is $5000 and minimum hold time is 1 year. Find out more at www.securedrealestatefnds.com or call 888-444-2102.
  2. Mortgage equity optimization to pay off a 30-year mortgage in 5 to 7 years. By using a HELOC combined with a traditional first mortgage, people can pay down their principal much faster so they can pay off their mortgage in 5 to 7 years on their existing level of income. I will explain how this works and I have also attached to this email a chapter from my Master Your Debt book called Mortgage Free in 5-7 years. www.truthinequity.com.

  3. Mortgage Savings for Heroes. People in the military, first responders, doctors, teachers, and clergy give a lot of great services but are not usually rewarded or appreciated enough. The Heroes Come First program at www.heroescomefirst.com gives these heroes big discounts on mortgage rates and fees and also a rebate of real estate agent’s commissions when buying or selling a home. All of this can add up to $2000 or more for a home transaction.

  4. Verifying loan payments. Many people do not realize that the payments they are making on their adjustable rate mortgages, escrow withholdings, and private mortgage insurance are incorrect. If they get those amounts audited and errors are found, people can qualify for huge rebates and adjustments of their payments down to the correct levels. They can find out how to do this at www.verifymymortgage.com, www.verifymyescrow.com, and www.verifymypmi.com

  5. Refinancing your car loan to lower car payments. Many people took on bigger cars and car payments that they can afford in the last two years and now they may be in danger of getting their car repossessed if they can’t afford their payments. People don’t realize they can refinance their car loans to a lower rate and lower payment by lengthening out the maturity of the car loan. www.myloangen.com.

  6. Getting credit card debt under control. For people with massive credit card debt at high interest rates, it seems like they will never be able to get ahead. People can use a quality non-profit credit counseling organization to combine all of their credit card debt into one payment at a much lower interest rate—typically 6% to 9%--to get out of debt in 2-4 years instead of 30 years or more.www.cambridgecredit.org

  7. Improving your credit score and erasing errors from your credit report. Many people have errors on their credit reports that are dragging down their credit scores unnecessarily. I can discuss what you can do to get errors off your report and what your rights are under the Fair and Accurate Credit Transaction Act (FACTA). In many cases, it is better to have a professional take care of this for you so I will refer people to Better Qualified at www.tourdecredit.com or have them call 888-533-8138.

  8. Selling your life insurance policy for cash. When people don’t need or can’t afford their life insurance policy any longer, they usually let it lapse, letting the insurance company off the hook. But they don’t realize that they may be able to sell that policy for tens or hundreds of thousands of dollars in the life settlement market.  The people or institutions that buy the policy become the beneficiaries and collect the death benefit when you die and are willing to pay you thousands of dollars now to take over the policy. You will never hear about this from life insurance companies who want your policy to lapse. People can find out more about this at fundinglife.com or by calling 877-485-6681.

  9. Refinancing student loans. Many graduates have thousands of dollars in federal and private loans at high interest rates so it often makes sense to combine all of them into one new loan at a much lower rate, typically 2-3%. credible.com/moneyanswers

  10. The Ultimate Guide to Student Loans. What you need to do to save upfront to avoid needing to borrow, how to get the best loans when you get to college and how to pay the loans off as quickly as possible after your graduate.

  11. Getting advantageous financing for your business. Instead of dealing with traditional commercial banks or merchant cash advances that are hurting many small businesses. www.corporatelendingsolutions.com

  12. What to do if you are piled under in business debts. The strategy of prioritization where some debts are prioritized over others and so you pay the most important ones first to stave off creditors. Go to www.helpwithpayables.com or call 800-411-1113 to know how to put this strategy into action.

 

Special Listener Gift

 

Show Notes

  • Jordan talks about the Secured Real Estate Funds - 3:16
  • How to mitigate the risks - 4:40
  • Jordan talks about Crowdfundings - 5:29
  • Reinvest your IRA - 6:25
  • How to get mortgage savings - 9:14
  • Jordan recommends to us a web page called: Hero's come first - 10:12
  • Verifying loan payments - 12:17
  • The Blended Strategy - 18:21
  • Jordan tells us the importance of having equity in your house and positive cash flow - 21:06
  • Refinancing your car loans - 22:44
  • Jordan tells us some resources to help people with credit cards debts - 28:27
  • Curtis and Jordan talk about Students Loans - 28:40
  • How to save and invest before you enter college - 32:11
  • How to get the best student loan  - 32:20
  • Getting an advantage for business owners - 35:14
  • Jordan talks about Corporate Lending Solutions and their website - 36:09
  • How a small business can get a loan - 36:36
  • Jordan recommends taking immediate action - 42:12

 

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.

Oct 3, 2018

Curtis talks with Jason Rodriguez about protection and property insurance and why you have to protect your stuff. They help us see how insurance is fundamental for financial planning!

 

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

Special Listener Gift

 

Show Notes

  • Jason talks about some mistakes people do when they are shopping - 2:21
  • They talk about the meaning of "50-30" - 4:42
  • What happens if you have an accident? - 5:44
  • What are the current limits? - 7:19
  • The two parts of car insurance, property damage, and liabilities - 8:59
  • They talk about the "Umbrella Plan" - 10:34
  • What is a liability policy? - 11:46
  • How liability insurance protects you - 13:02
  • Why you have to protect your stuff - 22:23
  • All about general liability - 23:54
  • Insurance for business owners - 26:03
  • Why you must call your insurance company - 31:15
  • Get in touch with Jason Rodriguez - 33:50

 

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.

Sep 26, 2018

This week Curtis talks to his good friend, entrepreneur and crypto expert, Kamil Salter. They share a lot of “not so heard of” concepts on blockchain technology and the cryptocurrency arena.

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

 

Special Listener Gift

 

Show Notes

  • Kamil’s background - 1:48
  • What to know about the cryptocurrency arena - 3:48
  • All about bitcoin - 5:27
  • He talks about his mistakes in the bitcoin market - 8:59
  • Making money with bitcoin - 10:47
  • Curtis talks about a successful business - 12:25
  • Your number one asset is you - 13:50
  • Activities produce money - 14:44
  • Flow and Move; the importance of using these Principles of Prosperity Economics - 16:01
  • The first cycle: accumulation  - 17:26
  • Why smart money is buying now - 19:21
  • Money should be a store of value - 21:02
  • Look for opportunities to invest your capital - 21:54
  • The blockchain technology -  25:37
  • The risk capital as a part of your strategy - 28:08
  • Taking a risk is an opportunity - 28:58
  • The importance of saving - 32:16
  • How to get started in the crypto arena - 37:14
  • Some coins are nothing - 41:03
  • They recommend some books about crypto arena - 46:59
  • The importance of working on mindset - 48:36
  • Make way for the new with the crypto arena and blockchain - 49:41
  • Invest in yourself and never stop learning - 57:32


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.

Sep 19, 2018

Curtis talks with Donte M. Murphy, Chief Marketing Director at the Conglomerate Marketing Agency. He shares with us some tips to grow your small business and also why marketing should be the number one investment.

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

 
Special Listener Gift


Show Notes

  • Donte's background - 2:23
  • How Donte started creating success for people - 3:32
  • The mistakes that people make with marketing - 6:18
  • Donte gives us an example of what he did with a small business - 8:22
  • Why you have to build your email list - 11:50
  • It's all about returning your own investment - 14:05
  • How systems make money - 20:48
  • The importance of automation - 25:16
  • Donte shares with us some stories from his first clients - 30:03
  • The importance of having a database - 35:53
  • Donte shares with us some tips on social media - 37:01
  • Curtis talks about the importance of having a Facebook page - 39:20
  • The importance of having keywords in your web page - 41:07
  • You have to develop marketing assets - 42:06
  • The importance of a good review - 52:34
  • How to make your business grow - 58:19
  • Donte recommends us to use Google Analytics - 58:47


Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

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

Sep 12, 2018

Curtis continues the series about the Principles Of Prosperity Economics. This time we talk about controlling our dollars.

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

 

Special Listener Gift

 

Show Notes

  • Curtis tells us that we have to be able to take "control" - 1:50
  • Control, Liquidity, Use, and Equity - 3:11
  • What can you control about a stock market? - 3:19
  • A way to control your wealth: avoid the speculation - 4:04
  • Curtis talks about the yellow tank (investments) and the green tank (savings) - 6:08
  • You need to have control of your assets - 8:29
  • Learning how to grow your business - 9:04
  • With more knowledge, there are more choices and options - 12:53
  • You need to save and invest first - 14:06

 

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.

Sep 5, 2018

In this Podcast, Curtis May talks about the fourth principle of the Prosperity Economics Movement: Cash Flow. He also talks about the importance of using the Seven Principles as a filter in your finances.

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

 

Special Listener Gift

 

Show Notes

  • The two narratives going on in the financial work - 3:11
  • Creating Cash Flow - 5:37
  • You can control your personal economy - 7:38
  • Curtis talks about the third principle: Measure - 7:50
  • The importance of knowing how money works - 8:58
  • The four rules that can help us reach our goals - 9:40
  • The importance of focusing on cash flow- 10:53
  • Curtis talks about corporate finance and speculation - 15:12
  • Buy more assets that generate cash flow - 20:17


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.

Aug 29, 2018

If you’re wanting more oomph out of life this is an episode for you. Focus James, the author of ‘How to Have a Healthy Love Affair’ and transformational life coach speaks with Curtis about different strategies for finding balance with your finances, family and your health.

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

 

Special Listener Gift

 

Show Notes

  • Focus’s background and how she got into the transformation industry - 2:22
  • What it means to have a healthy love affair - 4:40
  • How to be equally yoked in your relationship and finances - 8:38
  • Why you need to love yourself and how to do it - 9:57
  • The only person that can make you happy - 10:56
  • Happiness is a choice and how to think about it - 13:15
  • Sometimes you just need to fall back in love - 16:13
  • How Focus helps people as a coach - 18:51
  • “It’s not how fast, it’s how far” - 22:22

 

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.

Aug 22, 2018

In this podcast, Curtis May talks about two of the Seven Principles of Prosperity.  He talks about the principles of seeing your vision and measure opportunity cause.

 

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

 

Special Listener Gift

 

Show Notes

  • Curtis talks about the second principle of prosperity economics "see" - 1:03
  • The importance of looking at your whole personal economy - 3:05
  • He talks about "defining moments" -  3:24
  • He talks about the ability to read numbers - 3:59
  • "We don't have money, we have a currency" - 4:21
  • You have to look how to make your dollars grow - 5:40
  • You have to see the whole personal economy - 6:14
  • The importance of the seen and the not seen - 6:40
  • Your liability is the bank asset - 8:15
  • He explains to us the idea of "focus on the tree" - 8:43
  • You have to build you liquidity - 9:12
  • You have to see your finances -  11:30
  • He talks about the third principle of prosperity economics: measure - 12:59
  • The importance of measure your opportunity cause - 13:49
  • You have to look at opportunity cause overtime -17:38
  • Curtis tells us that we have to think more macroeconomically - 22:16

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.

Aug 15, 2018

Today’s episode is all about thinking! Curtis shares with us his thoughts on the first principle of Prosperity Economics, the things he learned from his mentor Kim Butler and how he uses this concept to help his clients.

 

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

 

Special Listener Gift

 

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.

Aug 8, 2018

In this podcast, Curtis talks about a question: Should I be involved in a strategy network marketing?

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

 

Special Listener Gift

 

Show Notes

  • Curtis tells us that he had a strong background in network marketing - 0:58
  • Curtis’s background - 1:10
  • Curtis explains to us the importance of learning how to market and sale - 4:10
  • He explains to us a product in network marketing - 6:19
  • He explains to us the two positions of Real Estate - 8:22
  • How broker-dealers work? - 10:30
  • The benefits of network marketing - 12:45
  • He recommends to us to evaluate the business - 16:24
  • You need selling propositions in network marketing - 17:50
  • Curtis tells us that his last company did a lot of sales - 30:21
  • You have to learn how to promote - 31:57
  • Curtis tells us that he wants to help families become economically independent - 42:00
  • Curtis can help us to build economic independence - 43:14

 

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.

Aug 1, 2018

Caleb Guilliams joins Curtis for this special live episode where they talk about Caleb’s book ‘The AND Asset.’ You’ll understand the control compounding strategy and how to get your money to work for you like a bank.

 

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

 

Special Listener Gift

 

Show Notes

  • Why income follows value - 2:02
  • Getting money should be at the top of your list - 2:54
  • Introducing Caleb Guilliams - 5:44
  • Why you need to ask for help and why it’s a compliment - 9:51
  • Being proactive and educating others - 13:17
  • The secret to building wealth - 16:45
  • Why you’ll never win with just accumulation - 21:00
  • Looking beyond with the rate of return with his 16 methods - 24:45
  • Leaders are readers - 27:30
  • Why financial prosperity matters - 29:34

 

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.

Jul 25, 2018

In this podcast, Curtis talks about why it's a good life insurance for children.

 

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

 

Special Listener Gift

 

Show Notes

  • Curtis talks about planning defense - 1:29
  • He talks about Individual policies on children- 1:44
  • Why get life insurance for children? - 2:52
  • How much do we want to save for this policy? - 4:20
  • Curtis tells us that the key is creating a saving plan - 5:29
  • How these policies work - 8:12
  • Teach your kids that they have a banking system - 9:44

 

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.

Jul 11, 2018

In this episode, Curtis shares with us some recommendations about money and all the things that create wealth in your life. He also talks about what to do to make a transformation.

 

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

 

Special Listener Gift

 

Show Notes

  • He talks about Marissa Bloedoorn’s event “Taking Center Stage OWN IT!” - 1:30
  • He talks about transformation - 2:51
  • Teach people to think - 3:07
  • Learn about money and take control of money - 3:43
  • He talks about economics adulthood - 4:58
  • Focus on cash flow - 7:04
  • Making a transformation through economics for adulthood - 8:17
  • Curtis tells us that transformation is hard - 8:46
  • Try to teach principles - 9:45
  • You can't lose money - 10:20
  • Think about where you are and where you want to go - 13:22
  • How do you get to prosperity - 15:08
  • Why the bankers think differently - 17:02
  • He wants to help us eliminate dependency - 17:54
  • Simplify complexity - 19:11

 

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.

Jun 27, 2018

Having bad credit not only affects the loans you get but it also impacts nearly every aspect of your financial life. Curtis talks about the easy steps to improve your credit score, how to understand the debt trap and what you can do now to see a bump in your score.

 

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

 

Special Listener Gift

 

Show Notes

  • Overview on how to improve your credit - 0:22
  • Why bad credit is a wealth transfer - 1:10
  • What you can do to improve your credit score - 3:52
  • Understanding the debt trap - 8:01
  • Bad credit is a result of something that’s not going right - 11:10
  • Credit cards are for conveniences - 14:30
  • 2 easy steps to increase your score - 19:01
  • Strategy to get more credit cards to build credit - 23:30

 

Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

 

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

Jun 20, 2018

Rhonda Cohen understands that relationships matter in both your personal life and business life. In today’s episode she talks with Curtis about showing gratitude for others, how to buy gifts for others and how to create wealth in all your relationships.

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

 

Special Listener Gift

 

Show Notes

  • Why relationships matter - 2:15
  • Gift giving for and focusing on the recipient - 4:05
  • Why gifts should be beyond gift cards - 6:16
  • Gift varieties - 10:01
  • Building wealthy relationships - 15:42
  • How to tell when people are happy - 21:22
  • Getting the gift to fit the occasion - 22:21
  • How her business helps people - 27:27
  • Businesses and nonprofits using gifting - 30:00

 

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.

Jun 13, 2018

Based on the book "Killing Sacred Cows: Overcoming the Financial Myths that are Destroying" by Garrett B. Gunderson and Stephen Palmer, Curtis explains how people should be aware of what’s going on around the rise of interest rates to be prepared for how this may affect your finances.

 

He also talks about how to preserve your capital and shares with us a classical definition of inflation.

 

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



Special Listener Gift

 


Show Notes

  • Why you have to think about economics - 1:24
  • He talks about the Federal Reserve - 4:00
  • Why the Federal Reserve wants to raise rates - 7:50
  • Understanding inflation - 9:50
  • What happens if your credit is bad? - 15:10
  • He tells us four things that we should do for outcoming opportunities - 16:15
  • Get prepared to borrow before you need it - 24:15
  • He talks about a credit plan - 25:30
  • How to build your credit - 26:21



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.

Jun 6, 2018

Leaving your insurance policies filed away and forgotten about can be harming you. Curtis explains what to look out for and how to review your policy to make sure you are on top of any surprises. Call Curtis at 610-622-3121 and he will review your policies with you.

 

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

 

Special Listener Gift

 

Show Notes

  • If you borrow against your permanent it’s a loan you have to pay back. - 2:05
  • Why Universal Life is unstable and something you may want to avoid. - 4:00
  • Call Curtis and he’ll do a review with you. - 7:21
  • Why you must use a convertible term policy. - 8:44
  • The term conversion strategy. - 10:55
  • How real estate makes your investments more efficient. - 14:08

 

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.

May 30, 2018

Learning how to become the bank and create money and wealth is the big picture. In this episode Curtis talks about the economics of freedom and how to build your financial IQ to put yourself on a path of wealth.

 

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

 

Special Listener Gift

 

Show Notes

  • The misconceptions of economics - 1:38
  • Why you have to control your cash flow and wealth transfers - 3:39
  • What is freedom? - 5:02
  • How to make money - 6:45
  • Why you can’t have freedom without responsibility - 10:51
  • The 5 problems you must tackle in finances - 14:16
  • Understanding inflation - 19:50
  • Building your financial IQ - 22:30
  • Where insurance and protection fits into the picture - 29:20
  • You have to learn how to become the bank - 31:30

 

Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

 

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

 

May 23, 2018

You become financially free when your passive income exceeds your expenses. Carey Buck has lived by this philosophy for years and has put her focus on creating a passive income with ATM machines.

You’re going to learn the insides of the ATM business and how it truly is a passive income business that may be a fit for your wealth accumulation.

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

 

Special Listener Gift

 

Show Notes

  • Theme of today’s show and Carey’s background - 0:40
  • How one line from a book changed her thinking and career - 8:57
  • You can actually own ATM machines and how the business operates - 10:36
  • The most profitable way to approach this industry - 13:02
  • How much money it takes to get started - 15:09
  • The average ATM makes you $300 - $600 a week - 16:36
  • What risks people should look out for - 22:44
  • Why Carey teaches a course about the ATM business - 26:50
  • 3 reasons why you should have passive income - 31:58

 

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.

May 16, 2018

You have to have money to succeed in business. In this episode Curtis and Ty talk about the 4 step formula for building business credit even if you don’t have any credit.

 

Ty Crandall is an internationally known speaker, author, and business credit and financing expert. He is the CEO at Credit Suite where he oversees the biggest business credit coaching operation in the United States.

 

With 16 years of financial experience, Ty is widely recognized as an authority in business credit building, business credit scoring, and business financing. He is the author of two popular books, Perfect Credit and Business Credit Decoded.

 

Ty is a frequent contributor to radio and news shows, TV programs, and magazines including Entrepreneur, Inc, and Forbes, as well as the host of the popular podcast The Business Credit and Finance Show.

 

Ty is a mighty guest with vigorous co-promotion of every show appearance with his 40,000 email subscribers, 30,000 Facebook fans, 5,000 Twitter followers, 13,000 YouTube subscribers, and active Periscope and Instagram following.

 

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

 

Special Listener Gift

 

Show Notes

  • Ty’s background - 0:32
  • What is business credit? - 3:44
  • How any business can get business credit - 4:42
  • When you should start building business credit - 8:36
  • A typical scenario for business owners - 11:14
  • The 4 steps of building business credit - 14:39
  • Get setup with reporting agencies - 23:28
  • Start building business credit - 26:32
  • Understanding larger financing options - 35:37
  • Get credit that you’re going to use - 41:27

 

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.

May 9, 2018

Damion Lupo has been on the financial roller coaster having made millions and then hit rock bottom and now back up again. Together Damion and Curtis talk about the psychology life strategies, where to focus your time and assets and how to create a turnaround.

 

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

 

Special Listener Gift

 

Show Notes

  • Damion’s background 0:27
  • What he learned from hitting a financial rock bottom - 2:35
  • Wealth is the ability to choose freely - 5:09
  • When is it enough? - 8:45
  • Live the best life you can today and prepare for tomorrow - 11:50
  • Why people need to take control of their life and money - 13:40
  • Should we be working for money? - 15:54
  • The disservice of the 4 Hour Work Week - 19:58
  • Why you need to be guided with values - 22:27
  • It’s all about fulfillment - 25:05
  • How to makes sales a fun process - 31:42
  • Getting your psychology down - 35:50
  • What he would do if he had to start over again - 39:51
  • How to follow up with Damion - 41:11

 

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.



May 2, 2018

Investing in notes isn’t as common practice as stock investing but the returns and freedom are something worth looking at. Curtis brings on a guest expert Chris Sampson to talk about his note buying business, the associated cash flow and where to find money to invest in notes.

 

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

 

Special Listener Gift

 

Show Notes

  • Chris’s background - 1:35
  • How Chris invested in himself and with his education and mentors - 4:10
  • What is a note - 6:41
  • Not buying the property but the debt on the property - 11:40
  • Why you live on cash flow - 13:00
  • Understanding the yields - 14:18
  • Chris partners with people on deals and educates as well - 17:31
  • Taking calculated risks - 22:48
  • Where to find money to invest in notes - 26:04

 

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.

Apr 25, 2018

Most people don’t realize that you finance everything you buy so it’s crucial to understand how to measure your opportunity cost. Curtis shares why you need to treat the money you have as though it has a cost to it and why it’s critical to understand what your money can be doing for you.

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

 

Special Listener Gift

 

Show Notes

  • Understanding and measuring your opportunity cost 0:27
  • If you don’t have money you’re paying interest to borrow other people's money - 2:53
  • Treat your money as though there is a cost to it - 6:01
  • How you incorporate your opportunity cost - 10:29
  • Diversification if for people that don’t know what they’re doing - 12:25

 

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.

Apr 18, 2018

Subscribers and clients are constantly asking me about what to be investing in today. In this episode you’ll understand the 3 types of money, the 4 different asset classes and how to avoid average results.

 

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

 

Special Listener Gift

 

Show Notes

  • Questions Curtis is getting from subscribers and clients - 0:40
  • The 3 types of money - 1:09
  • 4 different asset classes - 3:18
  • Why you need to fund your personal banking system first - 7:22
  • Investing for cash flow - 10:06
  • Getting out of the rat race - 14:44
  • The liabilities of 401k plans - 19:02
  • What is the average person supposed to do? - 22:58

 

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.

1 2 3 Next »