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Jan 11, 2018

Curtis gets to the root of understanding the problem about traditional financial planning and what things we should be focused on to avoid being distracted. He shares lessons he learned from working in the family business and also applying principles taught from wise mentors.


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


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Show Notes

  • Advice from Nelson Nash: “If you know what’s going on, you’ll know what to do.” - 0:59
  • Story of recently helping a client with a real estate challenge - 3:52
  • Lessons learned on a sailboat - 7:09
  • Living in the performance economy and thinking like an entrepreneur - 11:31
  • Getting to the root and understanding the problem - 12:49
  • The Rule of 72 - 16:11
  • Products are just tools. That’s why we focus on principles - 19:15
  • What should you be doing? - 21:36


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two and a half years ago

I know you didn't elaborate on not paying off your mortgage and using those dollars to earn money. Is it safe to say that part of your strategy is to use IBS to pay of your debt?