Sep 21, 2023
In this episode, Curtis May sits down with Joe Pantozzi, my mentor from Alpha Mega Wealth. His wealth management firm devotes effort and resources to Client Education to define: Money versus math; material versus educational wealth; asset wealth management versus wealth management; generational wealth, versus cultural wealth, versus community wealth, etc. Joe believes too many people neglect to understand WHY they want to build up material wealth and therefore miss the mark.
Highlights
- Getting the Capital
- Maximizing your Capital
- Understanding your Capital worth
- Problems of Business owners
- Properly Structured Whole-life Policy
- Be the Master of your Money
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- 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 Joe Pantozzi
- Website: https://alphaomegawealth.com/
- LinkedIn: https://www.linkedin.com/company/alpha-omega-wealth
- Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
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