The Practical Wealth Show

In this high-energy episode of the Practical Wealth Show, Curtis May sits down with John Dwyer, founder of The Institute of WOW, to uncover game-changing marketing strategies that help businesses stand out, attract clients, and skyrocket sales. John has worked with some of the biggest brands and businesses, applying direct response marketing, WOW factor branding, and customer experience strategies that deliver real, measurable results. Today, he shares practical and proven strategies that business owners—whether in financial services, real estate, or e-commerce—can implement immediately to increase revenue and build a magnetic brand. Highlights What the WOW Factor is and how to use it to differentiate your business Why emotional direct response marketing outperforms traditional branding The biggest marketing mistakes small business owners make—and how to fix them How to create a subscription-based model for recurring revenue Leveraging endorsements, influencers, and partnerships without breaking the bank The power of building a personal brand to attract high-value clients Actionable "Disney-like" customer experience tactics to keep customers coming back 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 Connect with John Dwyer: Podcast Info: https://jdpodcastguest.com/ Website: https://theinstituteofwow.com/ Linkedin: https://www.linkedin.com/in/instituteofwow/ Facebook: https://www.facebook.com/theinstituteofwow 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

3/20/25 • 47:44

By the end of this lesson, YOU will understand: Why self-investment is the most valuable form of compounding How knowledge, skills, and relationships multiply over time The financial impact of lifelong learning and delayed gratification Actionable ways to invest in themselves daily Lesson Structure (30-35 minutes) (5 min) Introduction – The Power of Investing in Yourself (10 min) The Three Areas of Self-Investment (10 min) The Financial Impact of Self-Investment (5 min) How to Apply This in Real Life (5 min) Q&A and Takeaways Subscribe to the podcast so you never miss an episode. Share this episode with someone who could benefit from better goal-setting strategies. 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 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

3/6/25 • 19:24

In this episode, we delve into the inspiring journey of Kim Avant-Babb, a seasoned real estate investor and property management expert. Transitioning from traditional employment, Kim has built a formidable real estate empire and authored four insightful books on the subject. She shares her strategies for effective property management, including maintaining a zero-eviction record over 39 years  . Kim also discusses the importance of landlord coaching, masterclasses, and mentoring through her consulting firm, Legacy Real Estate Consulting. Tune in to gain valuable insights from Kim’s extensive experience and learn how to navigate the challenges of property management successfully. Highlights Self-managing investment properties. The critical importance of record-keeping. Connecting with tenants and the importance of integrity. Flipping vs. investing: A discussion on strategies. Working for profits versus wages. Transition from a traditional job to entrepreneurship. Planning and hard work as keys to financial independence. The importance of mentorship and coaching. Supporting investors through products and services. Tools and systems for property management. Real estate gratitude journal as a tool for success. Building tangible asset portfolios for cash flow.   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 Connect with Kim Avant-Babb +1 856-228-1820 Info@lldocs30.com WWW.lldocs30.com   IG - LLDOCS30 Get her Books here : https://www.amazon.com/s?i=stripbooks&rh=p_27%3AKim%2BAvant-Babb&s=relevancerank&text=Kim+Avant-Babb&ref=dp_byline_sr_book_1 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

2/20/25 • 39:20

Ever wondered how the ultra-wealthy invest their money? In this episode, I break down the latest Tiger 21 asset allocation report, revealing how high-net-worth individuals with $20M+ in assets structure their portfolios. The biggest surprise? Public equities make up only 23% of their wealth—while most everyday investors put 75-100% into the stock market. So, where does the rest of their money go? We’ll explore their diversified approach, including private equity, real estate, and alternative investments. Highlights The exact asset allocation of the ultra-wealthy Why they limit exposure to public stocks How real estate, private equity, and alternative assets play a crucial role What YOU can do to start diversifying like the top 1%   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 📅 Book a strategy session to align your finances with high-net-worth principles https://link.agent-crm.com/widget/booking/P3coOQC0HSpJeuIumy8f 📩 Join the Money for Life Club for weekly insights on wealth building Practical wealth Solutions: https://app.agent-crm.com/v2/preview/C0Kb8qlviGCczll2qzS2 🎧 Listen now on: The Practical Wealth Show: https://www.podpage.com/the-practical-wealth-show/ 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

2/6/25 • 08:30

In this episode of The Practical Wealth Show, we welcome Hannah Kesler, an expert in the Infinite Banking Concept and daughter of Brent Kesler, to share her incredible journey and insights. Starting her financial journey at just 18, Hannah has successfully used Infinite Banking to build wealth, invest in real estate, and educate others on financial independence. Highlights How Hannah’s early exposure to Infinite Banking shaped her financial mindset. Real-life success stories of Infinite Banking in action. Common misconceptions about Infinite Banking and how to overcome them. Hannah’s vision for integrating Infinite Banking with modern financial tools. Her advice for beginners looking to start their journey toward financial control.   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 Hannah Kesler www.hannahkesler.com Check out her Book: https://podcasts.apple.com/ca/podcast/the-money-multiplier-podcast/id1534038990 Follow her Podcast: The Money Multiplier Podcast https://podcasts.apple.com/ca/podcast/the-money-multiplier-podcast/id1534038990 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

1/30/25 • 45:31

In this episode of The Practical Wealth Show, I sit down with Court Pitcher, co-founder of Legacy Lock, to uncover the secrets of smart legacy planning. Most people don’t realize that failing to set up a trust can leave their family with huge legal headaches, unnecessary taxes, and costly probate. Court shares why a trust is one of the most powerful financial tools for protecting your assets and ensuring your wealth is passed down seamlessly. Highlights The biggest estate planning mistakes (and how to avoid them) Why wills aren’t enough – the power of trusts explained How to bypass probate and keep control over your wealth Estate planning for business owners and real estate investors The #1 thing you need to do TODAY to secure your family’s future 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 Court Pitcher https://www.linkedin.com/in/court-pitcher-09b74548 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

1/16/25 • 32:17

In this episode of The Practical Wealth Show, we sit down with Christian Osgood, the host of the Multifamily Strategy podcast and YouTube channel. Christian shares his journey from exploring general real estate opportunities to becoming a leader in multifamily investing. Whether you’re a seasoned investor or just starting out, this conversation is packed with actionable insights, inspiring stories, and practical strategies for building wealth through multifamily properties.   Highlights How Christian transitioned into multifamily investing and why it became his focus. The mindset shift needed to succeed in real estate. Key challenges Christian faced as he scaled his multifamily portfolio. Proven strategies for identifying and analyzing profitable multifamily deals. Advice for new investors looking to enter the multifamily market.   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 Christian Osgood Visit his Site www.multifamilystrategy.com  Subscribe to www.youtube.com/@Multifamilystrategy Follow him www.instagram.com/christianosgood/ christianosgood@gmail.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

1/2/25 • 48:30

In this episode of The Practical Wealth Show, we dive into one of the most common mistakes young high earners make: rushing into investments without first investing in themselves. If you're earning good money and feel the pressure to start building wealth right away, this episode is for you. Learn why chasing returns without knowledge, purpose, or passion is risky, and discover the power of prioritizing personal growth before financial growth.   Highlights The dangers of chasing returns without a clear purpose. Why investing in yourself is the foundation of financial success. How to align your financial strategies with your unique goals and values. Practical tips to avoid gambling with your money and build true wealth.'   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  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

12/26/24 • 09:21

In this episode, we dive into the powerful process of end-of-year goal setting. Reflecting on the past year and intentionally planning for the next is more than just a tradition—it’s a proven way to set yourself up for success. Whether you’re looking to crush your personal goals, advance in your career, improve your financial situation, or focus on your health, this episode is packed with actionable strategies to help you hit the ground running in 2024. Highlights The importance of reflection in goal-setting. How to set SMARTER goals for meaningful progress. Breaking down big goals into actionable steps. Common goal-setting pitfalls and how to overcome them. How to stay accountable and celebrate milestones along the way.   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  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

12/12/24 • 21:35

Are you managing rental properties or thinking about investing in real estate? Don’t miss this insightful conversation with Odara Jabali-Jeter, a highly successful property manager who has helped countless owners navigate the challenges of managing properties. Highlights The most common mistakes property owners make and how to avoid them. How professional property management saves you time, money, and stress. Tips for maximizing rental income and reducing vacancies.   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 Odara Jabali-Jeter odaranash@gmail.com Tel: 267-307-7469 6329 Germantown Ave. Philadelphia, PA 19144 www.ly/realty.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

11/21/24 • 35:34

In this episode, Dr. Mike Van Thielen and Curtis discuss optimizing your current health and performance level. So if you want to Peak personal performance, Longevity, and  Disease prevention so you can know how to reverse your biological age, tune in now! Guest Info Dr. Mike Van Thielen is an expert in The Bio Hacking code whose accomplishments include: How is a Expert Biohacker & Mentor, Ph.D. Holistic Nutrition,Doctor of Oriental Medicine Licensed Physical Therapist, Expert in Functional Medicine &  Regenerative Medicine,Licensed Acupuncture Physician.   Highlights How to upgrade your body, your mind and your life Why do people many of home are hard chargers have bad  health? What is the biohacking code?   What does it mean to reverse you biologice age What are the 7 foundations of good health that you can put into practice today   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 Dr. Mike Van Thielen https://biohackingcongress.com/experts/mike-van-thielen-phd   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

11/14/24 • 50:06

The rise of digital assets like cryptocurrencies and blockchain technologies is reshaping the landscape of wealth management. In this episode, David Doss, founder of CKC and a digital asset expert, shares his in-depth knowledge on how individuals and businesses can leverage digital assets to build wealth and diversify portfolios. We discuss the growing influence of Bitcoin, Ethereum, and other digital currencies, how they can complement traditional investment strategies, and what the future holds for digital assets in mainstream finance. David also touches on the importance of staying ahead in an increasingly digital world and how savvy investors can navigate volatility while tapping into opportunities in decentralized finance (DeFi). Are you ready to future-proof your wealth management strategy? Listen now to explore the cutting-edge world of digital assets, and download David’s free digital asset guide to start integrating these powerful tools into your financial portfolio today! Highlights Bridging traditional finance and blockchain. Crypto as an emerging asset class. Different uses of blockchain technology. Importance of investing a small percentage in crypto. Intersection of fear and greed in investments. Utility and potential of digital assets. Currency fluctuation and global adoption. Real-world blockchain applications: efficiency and adoption. Decentralized finance and commerce potential. Importance of good regulatory environments. Tax implications and legality in crypto. CKC’s asset management and program management. Accepting crypto as payment for businesses. Importance of understanding and tax compliance.   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 David Doss david@ckc.fund www.linkedin.com/in/davidambrosedoss  https://www.linkedin.com/company/ckc-fund info@ckc.fund www.ckc.fund     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

10/31/24 • 43:15

Retirement is supposed to be a time of relaxation and enjoyment, but for many, it comes with the stress of ensuring their savings last a lifetime. In this insightful episode, Josh Jalinski, a renowned financial advisor and host of The Financial Quarterback, walks us through the critical steps to make your retirement funds work for you. We dive deep into optimizing Social Security benefits, managing taxes in retirement, strategies for creating sustainable income streams, and how to confidently spend without the fear of outliving your savings. Josh brings decades of experience in guiding retirees and pre-retirees through the complexities of financial planning to ensure they get the most out of their golden years. If you’re looking to enjoy a financially secure and worry-free retirement, this episode is packed with actionable tips tailored just for you. Ready to secure your financial future in retirement? Tune in now, and take advantage of Josh’s free retirement readiness report to assess your financial plan today! Highlights Live broadcasting challenges and experiences. Criticism of “Buy Term Invest the Difference”strategy. Personal impact of early financial beliefs and transition. Permission slip concept explained. Importance of trust and its role in wealth protection. Benefits of holistic planning and lifelong wealth strategy. Forecasting in uncertain economic times. Value of diversified asset allocation for risk management. Impact of advice on personal finance and client benefit.   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 with Josh Jalinski https://www.retirementrealitycheck.com/ https://www.iheart.com/podcast/47-the-financial-quarterback-p-27246763/     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

10/24/24 • 44:09

In this episode, Zach Beach and I discuss How to be Real Estate with terms without tying up your cash or credit. So if you want to learn how to build passive income greater than expenses, how to get started quickly, and to build a business using real estate to become financially independent so you can learn how to build a system that works to build financial independence, tune in now! Highlights “How to build a cashflow Real Estate empire” Why this is a great investment in real estate. How you use a proven process with Zack's 3 payday system.   How to do well by doing good by creating a win/ win for all parties involved   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 Zach Beach https://wickedsmartacademy.com/   https://www.instagram.com/zacharybeachofficial/   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

10/17/24 • 40:06

In this video, we dive into the importance of mastering your cash flow for achieving financial success. Understanding how money moves in and out of your accounts is crucial for making smart decisions, whether you’re managing personal finances or running a business. We’ll cover the basics of cash flow management, how to track your income and expenses, and tips to ensure you're consistently in the green. Watch now to learn how controlling your cash flow can set you on the path to long-term financial freedom! Highlights Why cash flow is the backbone of financial success How to manage income and expenses efficiently Practical tips to improve your cash flow Master your money, master your future!   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   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

10/10/24 • 20:28

In this week’s episode of Escaping the Rat Race, I sit down with the CEO of a leading credit union, Kendall Garrison of Amplify Credit Union to explore how digital banking is transforming the way we manage our finances and why traditional banks are struggling to keep up. If you’re curious about the future of financial services, the impact of fintech, and how credit unions are stepping up to meet the demand for digital innovation, this is an episode you don’t want to miss! Highlights The digital shift in banking – Is it permanent? How credit unions are competing with fintech and neobanks The future of physical bank branches in a digital world Innovations in cybersecurity for digital banking Personalized financial services in an age of automation   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 Kendall Garrison amplify@ecprtexas.com Visit their website: https://goamplify.com/ Follow him on LinkedIn: linkedin.com/in/kendallgarrison 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

9/26/24 • 29:32

In this episode, we're diving into a crucial topic that every working professional needs to understand: income protection. Life can throw unexpected challenges our way, and when you're unable to work, your paycheck shouldn't be one of them. Join us as we uncover the secrets to safeguarding your income, ensuring that you and your loved ones are financially secure, even when life takes an unexpected turn. Whether you're an entrepreneur, freelancer, or employee, this episode will provide practical tips and strategies to protect your earnings and maintain financial stability, no matter what comes your way. Highlights Income stopped tomorrow: What would you do? Your financial plan must work in all market conditions. Focus on the order of financial steps. Lifestyle regulator/budget: Balancing current and future needs. Cash flow management as the first step. Saving 15-20% of gross income. Importance of playing financial defense. Consequences of losing your income. Real costs and risks of disability. Insurance: A necessary preemptive measure. Restoring cash flow through insurance. Types and benefits of disability insurance. Own occupation vs. any occupation. Personal anecdote on government disability claims. Key factors: Benefit amount, waiting period, payout duration. Financial planning: Cost of peace of mind.   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 Text PROTECT to 833-422-0250 to get a FREE Report 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

8/22/24 • 11:40

Join us for an enlightening episode of Practical Wealth Solutions featuring Bronson Hill of Bronson Equity. Discover how you can fire yourself and replace your working income with passive income in just three years or less. Bronson shares his expert strategies on building wealth through passive income, providing actionable insights that will empower you to take control of your financial future. Don't miss this chance to learn from a seasoned professional and transform your financial landscape. #PracticalWealthSolutions #PassiveIncome #FinancialFreedom Highlights Investing in mindset: money working for you. Freedom of time vs. financial freedom. The importance of passive income scalability. The concept of “wealth worthiness.” Continuous learning as a rich habit. Rich people read more: daily learning habits. The growth mindset approach to failures. Making large leaps through valuable networks. The value of teaching what you learn. The role of habit and reflection in success. Freedom from jobs through passive income. Experimentation and low-risk investments. The practical tips for achieving wealth.   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 Bronson  Hill bronsondavidhill@gmail.com TEXT "INFLATION" to 33777 https://a.co/d/6afsXmN 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

8/8/24 • 38:37

In this enlightening episode of Practical Wealth Solutions, we dive into the world of build-to-rent real estate and uncover how this investment strategy can revolutionize your financial future. Learn how to escape the rat race, create sustainable passive income, and secure a prosperous legacy for your family. Join us as we explore the key benefits, strategies, and success stories that illustrate the transformative power of build-to-rent real estate. Tune in and discover how you can achieve financial freedom and transform your life forever.   Highlights Real estate as a vehicle for buying back time. New construction rentals vs. older homes. Three-year curse on older homes. Capital required for build-to-rent investments. Importance of financial resources and liquidity. Due diligence: Key questions to ask builders. Success stories from real estate investors. Long-term buy and hold strategy. Focus on property quality over quantity.   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 Jim Sheils Free download Book: https://jjplaybook.com/ Instagram: https://www.instagram.com/jim_sheils/?hl=es Twitter: https://x.com/sihomesfl?lang=es Facebook: /SIHomesFL Website: https://southernimpressionhomes.com/ jim@18summers.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

8/1/24 • 20:49

Join us in this insightful episode of Practical Wealth Solutions as we welcome Joe Pantozzi, CEO and Founder of Alpha Omega Wealth. Joe is a leading expert in infinite banking and prosperity economics, dedicated to empowering individuals to improve their lives, legacies, and financial futures. In this episode, Joe delves into the transformative power of infinite banking for businesses. Discover how this innovative strategy can create more certainty and efficiency in your business operations. Joe shares practical insights and actionable steps, all grounded in the principles of prosperity economics, to help you take control of your financial destiny. Tune in to learn how infinite banking can revolutionize your business and set you on the path to lasting success. Don't miss this opportunity to gain valuable knowledge from a seasoned expert committed to helping you achieve your financial goals. Subscribe now and take the first step towards a more prosperous future with Practical Wealth Solutions. Follow us: www.youtube.com/@CurtisMay     Highlights Infinite banking: Business ownership and expansion. Importance of Nelson Nash and studying his book. Nelson’s 10-hour seminar and its impact. The need for business financing over time. Framing money management as coaching clients. The significance of small businesses in the economy. Business owners prioritize themselves financially. Banks require deposits to make loans. Misconceptions about life insurance and infinite banking. Overcoming debt mindset and the need for savings. Infinite banking as a broader strategy, not just for investments. Life insurance policies and capitalizing business ventures. The principle of savings and deconstructing personal economies.   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 LinkedIn: https://www.linkedin.com/in/joe-pantozzi-941a073/ Visit his website at https://alphaomegawealth.com/joe-pantozzi/  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

7/11/24 • 48:03

Welcome to a new episode of Practical Wealth Solutions! In this episode, we're thrilled to have Ryan J. McClary, also known as "The Funnel Doctor," join us to dive deep into the world of marketing funnels. Ryan, from McCrary Financial Solutions LLC, brings his expertise and insights to help business owners understand why mastering marketing funnels is the secret weapon for business success. Highlights Differentiating marketing vs. advertising. Importance of defining your avatar or ideal customer. Explanation of sales funnels: step-by-step sales processes. A real-life example of a complete sales funnel at a dentist office. Consistent marketing as key to business success. Role of automation and nurturing clients in business growth. Monthly recurring revenue as a crucial business metric. Strategy for small brick-and-mortar businesses to use sales funnels. Misconception of “my business is different.” Importance of marketing investment in solving cashflow issues. Role of team members in a business and the significance of marketing.   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 Ryan McClary info@ryanjmccrary.com Visit his website at https://thefunneldoctoragency.com/ ryan@yourfunneldoctor.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

7/4/24 • 42:06

In this episode, Sam Sells and I discuss raising the standard of affordability and making a profit. So if you want passive income opportunities, a long term opportunity, and to invest and do good at the same time so you can have an in financial investment return opportunity, tune in now! Highlights Investing with community impact. Understanding”affordable housing”. Real poverty vs. perceived poverty. Aligning incentives for sustainable impact. Making a profit while helping people. Case study: reducing crime through property management. Handling tenants with special circumstances. Current real estate market opportunities. Long-term holds vs. flipping properties. The infinite return model explained. Personal journey from poverty to success. Importance of knowing your goals and motivations.   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 Sam Sells Learn more about how you can improve your results with affordable housing communities with https://wildmountaincapital.com/ or email him at sam@wildmountainholdings.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

6/6/24 • 47:25

In this enlightening episode, we sit down with Terri Couser, renowned as The Credit Expert, to uncover the secrets to mastering both personal and business credit. Terri shares invaluable tips and strategies that can help you build and maintain excellent credit scores, which are crucial for financial success. Whether you're a business owner looking to secure funding or an individual aiming to improve your creditworthiness, this episode is packed with actionable advice to guide you on your journey. Tune in to learn how to leverage credit to your advantage and unlock new opportunities for growth and success! Tune in now!   Highlights Terry’s personal story and motivations Impact of credit on various aspects of life How a $14/hour job at TransUnion changed Terry’s life Credit as a result, not a cause Bad credit is expensive Importance of financial literacy and education Leveraging credit for wealth-building Strategies for using credit responsibly Pulling FICO credit scores vs. other services Foundation of business credit: Incorporating your business Importance of defining business goals and having a clear target Building multiple streams of income Tangible steps to improve personal and business credit Knowing your audience and leveraging marketing effectively   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 Terri Couser terri@caretools.net https://linktr.ee/carecredittools 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

5/30/24 • 49:53

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 - 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 Darin  Davis darin@clubcapital.com 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

5/23/24 • 47:09

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 - 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 Kevin Lewis klewis@premisien.com 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

5/16/24 • 31:45

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 - 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 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

5/9/24 • 51:33

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 - 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 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

5/2/24 • 21:57

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 - 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 Marc Cayle marccayle@frandestiny.com 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

4/25/24 • 41:52

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 - 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 John St. Pierre john@rhombusgroup.com 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

4/18/24 • 40:55

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 - 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 Dan Gordon dangordonenterprise@gmail.com 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

4/11/24 • 39:53