The Practical Wealth Show podcast

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コンテンツは Curtis May によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Curtis May またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

The Practical Wealth Show

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The Practical Wealth Podcast is for people who want to take control of their finances today. Curtis May is part of the Prosperity Economics movement and is dedicated to breaking down each client’s unique financial situation so they can rebuild it to fit their ideal lifestyle.

340 つのエピソード

#Trading #Business #Self-Improvement #Cashflow #Familybankingsystem #Financialplanning #Practicalwealth #Prosperity #Wealth #Wholelifeinsurance #Podcasting Education #Curtis

The Practical Wealth Show

updated 約 11 日前

シリーズのホーム•Feed

340 つのエピソード

#Trading #Business #Self-Improvement #Cashflow #Familybankingsystem #Financialplanning #Practicalwealth #Prosperity #Wealth #Wholelifeinsurance #Podcasting Education #Curtis

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1
Mastering Property Management: Kim Avant-Babb’s Path to Real Estate Success - Episode 339 39:20

約 11 日前39:20

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39:20

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…

1
How the Wealthy Invest: Lessons from Tiger 21’s $20M+ Portfolio Strategy - Episode 338 8:30

約 25 日前8:30

8:30

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…

1
Mastering Infinite Banking: A Conversation with Hannah Kesler - Episode 337 45:31

5 weeks前45:31

45:31

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
How to Protect Your Wealth for Generations with Court Pitcher of Legacy Lock - Episode 336 32:17

7 weeks前32:17

32:17

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
Unlocking Wealth Through Multifamily Properties Lessons from Christian Osgood - Episode 335 48:30

9 weeks前48:30

48:30

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
Invest in Yourself First: The Biggest Financial Mistake Young High Earners Make - Episode 334 9:21

10 weeks前9:21

9:21

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…

1
The Art of End of Year Goal Setting - Episode 333 21:35

12 weeks前21:35

21:35

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…

1
Top Mistakes Property Owners Make (And How to Fix Them) with Odara Jabali-Jeter - Episode 332 35:34

15 weeks前35:34

35:34

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…

1
How to upgrade your body, your mind and your life with Dr. Mike Van Thielen - Episode 331 50:06

16 weeks前50:06

50:06

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…

1
Leveraging Digital Assets in Wealth Management with David Doss Founder of CKC - Episode 330 43:15

18 weeks前43:15

43:15

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…

1
Maximizing Retirement Income with Josh Jalinski - Episode 329 44:09

19 weeks前44:09

44:09

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…

1
How to Build a cashflow Real Estate Empire with Zach Beach - Episode 328 40:06

20 weeks前40:06

40:06

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…

1
Cashflow Control Knowing Your Cash Flow for Financial Success - Episode 327 20:28

21 weeks前20:28

20:28

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…

1
The Rise and Fall of Traditional Banks, Why Digital Banking is Here To Stay with Kendall Garrison - Episode 326 29:32

23 weeks前29:32

29:32

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…

1
The Income Protection Secret: How to Safeguard Your Paycheck Even When You Can't Work - Episode 325 11:40

28 weeks前11:40

11:40

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…