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Jun 10, 2020

Do you know what a HELOC is? If you don’t, this is the episode for you, because Joe Pantozzi and Curtis May discuss what it is and how you can use it. Enjoy!


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

  • What’s HELOC - 1:15
  • Your mortgage balance - 4:01
  • Paying your mortgage efficiently and quickly - 5:54
  • At the end of the day, where’s your money? - 6:24
  • Getting out of debt - 7:56
  • A strong element of liquidity - 9:49
  • Four asset classes - 11:21
  • Minimize your taxes - 12:51
  • Pay yourself first - 14:39
  • Understanding how money really works - 19:34
  • Create cash flow - 23:03


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