The Practical Wealth Show Curtis May

Kyle Christensen and I explored the natural tendencies that can hinder our path to financial freedom and discussed how we can overcome them. Let's delve deeper into these natural tendencies and explore strategies to break free from their grasp.
This explores several key points:
Instant Gratification Fear of Risk Comfort with Familiarity Lack of Financial Education Social Pressure This practical insight on overcoming these tendencies offers suggestions for adopting healthier financial habits. He encourages us to prioritize financial education, embrace calculated risks, and shift our mindset toward long-term financial success.
Tune in now!
Highlights
The decision to start the show on discussing principal-based planning was triggered by the financial noise circulating in the market. Debate regarding the real intentions of financial institutions with regards to their clients. Connection between the ability to read numbers (financial literacy) and the ability to identify the best investments. Discussion on how risk is associated with the level of knowledge one possesses about the subject. One more natural tendency people possess is to delegate responsibility rather than holding themselves accountable for their financial decisions. Disclosure about the business model of financial institutions and the importance of developing one’s own investing strategy. The impracticality of creating 20 or 30 year plans. Discussion on 401Ks and the impossibility of knowing when you’ll achieve financial freedom. Explanation of the velocity method and why financial institutions prefer it to compounding interest. Emphasizes on the need for people to engage and think systematically about their finances. Talks about the aim of their financial planning approach, striving to change the way financial planning is done.
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 Kyle Christensen kyle@uniqueadvantage.biz Check out this great book Principles Based Planning: https://amzn.to/3t9utDc https://www.linkedin.com/in/kyle-christensen-45788b3b Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession 
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In this short episode, I went live and talked about how the principles-based planning works and how properly structured dividend-paying whole life is a tactic that gives you a certain path to wealth creation. I also tackle how important it is to have an organized and strong cash flow.
Please visit our website: www.practicalwealth.net/. Tune in now!
Highlights
First principle: Saving 15% of your gross income Importance of liquidity and understanding basic economic principles Advocacy for investing in cash flow instead of nest eggs The three rules of investing Why you should start creating an emergency fund The importance of understanding financial philosophy Steps toward attaining financial independence The concept of economic childhood, the reliance on a single source of income, and the restrictions of the wage-earning model Focus on becoming a financial master or "Jedi" Advocacy for setting short-term goals and measuring progress backward The importance of a financial plan or map.  
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   
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In this episode, I'm honored to interview Tyler King, the Founder of my favorite CRM which is Less Annoying CRM. We discussed the very essence of nurturing customer relationships. Tyler's visionary approach to CRM (Customer Relationship Management) has revolutionized the way businesses engage with their clientele. He shares his profound wisdom on creating not just customers but genuine advocates and partners. Learn how to establish trust, build lasting connections, and make your customers feel truly valued by using their application.
We explore how he began creating CRM technology, the secrets to effective communication, and the power of a customer-centric approach in a digital age. Whether you're an entrepreneur, a seasoned business owner, or someone passionate about enhancing customer relationships, this episode is a goldmine of practical insights and inspiration. Join us as we unlock "The Power of Customer Relationships" with the exceptional Tyler King, and empower yourself to transform your business through the magic of authentic customer connections that are automated and you can access anytime anywhere.
 
Highlights
Tyler’s background in developing software and how it led him to create Less Annoying CRM How Curtis uses Less Annoying CRM with his assistant for scheduling and tasking. How a CRM increases one's business' value Ways users can link Less Annoying CRM with Google Calendar and MailChimp Different CRM platforms that you can use for your business Less Annoying CRM offers: Free, unlimited phone support to help personalize the CRM to a user's specific business Curtis’ business strategy, which is broken down into lead generation, data management, and relationship building  

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 Tyler King GET THE EXTRA FREE MONTH ADDED TO YOUR TRIAL: www.lessannoyingcrm.com/invite/1D48F https://www.lessannoyingcrm.com/ https://www.linkedin.com/in/tylermking Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession 
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In this episode, Curtis May sits down with Monica, an Early Childhood Educator, with more than 20 years in the field who is passionate about adult-child engagement. Among her goals is that every child has an adult who can read and talk with them, which increases vocabulary and comprehension. She is also the author of The Ice Cream Man Is Coming and Our Family Is Different. Both books aim to share the joy of reading for young children, which is the highlight of this episode.
Highlights
The importance of early literacy, the problems that arise from not reading early, and the positive impacts of instilling love of reading into children The construction of libraries in West Philly and the importance of children having a foundation for reading before starting school Difficulties many children face in catching up academically if they start school without basic reading skills or even a love for reading Crucial role of parenting in a child's education and the need to understand that all children have unique learning styles The importance of allowing children to select books that cater to their interests to foster their love for reading and expand their vocabularies Encouraging children to create their own stories, promoting parent-child interactions and creativity while building confidence and a love for reading The website where all three of Monica’s books can be found  
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 Monica Allison https://my.epublishyou.com/monicaallison virtualtutoringandmentoring@gmail.com Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession 

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In this episode, Curtis May sits down with Dwayne Roberts, the CEO of Dwayne Roberts & Associates LLC, He is a phenomenal Inspirational Speaker, Podcast Host Certified Behavioral Consultant, Influencer, Certified Extreme Execution Coach, and Leadership Consultant. His passion is to impact the lives of men in leadership and personal development.
This episode will help you learn more about leadership and personal development.
 
Highlights
Robert’s passion for empowering men and being an inspirational speaker The need for discomfort in order to achieve success The importance of having personal discipline and a clear vision in life Roberts shares a useful acronym related to taking action The importance of choosing happiness and success Importance of understanding ourselves and then understanding others  
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 Dwayne  Roberts Booking@dwaynehroberts.com Website: https://www.dwaynehroberts.com/ Leaders S.H.I.F.T. Community: https://www.dwaynehroberts.com/leaders-s-h-i-f-t-community Phone number : (719) 733-3750 Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession  
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In this episode, Curtis talks about the 5 Laws of Gold which is adapted from The Richest Man in Babylon. Also, Curtis promotes the idea of becoming one's own bank using privatized banking systems and focusing on gaining interests rather than spending it. He introduces the concept of infinite banking and talks about involving whole life insurance policies in personal finance.
 
Highlights
The First Law of Gold: Start Saving Early The Second Law of Gold: Control Your Expenses The Third Law of Gold: Make Your Money Work for You The Fourth Law of Gold: Guard Your Investments The Fifth Law of Gold: Increase Your Earnings  
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
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