The Practical Wealth Show Curtis May

I interviewed George Vrban, a Retirement Mortgage Specialist and Branch Sales Manager. George has been in the mortgage industry for the past 20 years. He is currently working with Fairway Independent Mortgage Corp in Fla, GA, IL, TN, SC, NH, LA, MS, HI, WI, PA, MN, DE, MI, MD, WVA, AL, DC, and TX helping seniors improve their lifestyles through a HECM.
Together, we talked about everything about Reverse Mortgages: The front and ongoing costs, the variable interest rate, the ever-rising loan balance, and the reduction in home equity.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com 

Links and Resources from this Episode
www.practicalwealthadvisors.com Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 Connect with George Vrban https://www.linkedin.com/in/george-vrban-549b25a/ https://www.fairwayindependentmc.com/George-Vrban george.vrban@fairwaymc.com 
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Show Notes
Who George Vrban is How he helps family and clients The safest loan in the US The difference between retiring and being financially-free What happens once people retire How reverse mortgage works Three different outcomes can happen when you do the appraisal of your home and mortgage What are the common myths around Reverse Mortgage are: Are they true? Ramifications of working with people with sickness or disabilities that need long-term care: The different strategies What the Your Personal Economic Model is How a retirement mortgage specialist like George can help How to reach out to George
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I interviewed Dr. Pat Boulogne, Certified Functional Medicine Practitioner, Coach, Chiropractor, Speaker, and Author. We talked about the importance of Health and Medicine towards success and Grim Reaper Syndrome.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com 

Links and Resources from this Episode
www.practicalwealthadvisors.com Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 Connect with Dr. Pat Boulogne Why... Are You Sick, Fat, and Tired? https://healthteamnetwork.com/ https://www.linkedin.com/in/drpatboulogne https://www.facebook.com/AskDrPat/ https://www.instagram.com/drpatboulogne/ https://meetdrpat.as.me/gac 
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Show Notes
How impressive Dr. Pat Boulogne is What the idea is behind the book, Why... Are You Sick, Fat, and Tired? What radical medicine is How the big little things can bring long-term benefits What the Grim Reaper Syndrome is What are the differences between Western and Eastern medicine and disciplines are Why do you need to have control over everything that you put in your mouth What the five pillars of health are What nine before nine is How to get the book, Why... Are You Sick, Fat, and Tired? Where to find more about what Dr. Pat is doing and how to reach out to her What to watch out for: The next topics for the quarterly podcasts
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I interviewed Pierceson York. We spoke about the Deferred Sales Trust, a capital gains tax deferral strategy that allows business owners to defer capital gains tax and reinvest the funds across many different assets.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com 

Links and Resources from this Episode
www.practicalwealthadvisors.com Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 Connect with Pierceson York https://capitalgainstaxsolutions.com/ http://nerium.com/default.aspx?ID=pierceson https://www.linkedin.com/in/pierceson-york-22404344 
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Show Notes
Guest Spotlight: Who Pierceson York is How can you exit like a millionaire What are the different ways to defer the tax What a 1031 exchange is What the deferred sales trust allows you to do How the velocity method works What Pierceson’s process is How having a professional time can help you not only in managing money, but also in taxes, loans, and investments Why would a professional who doesn’t know Pierceson and his team trust their clients to them? How to reach out to Pierceson York
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Everyone wants to know the secret to building wealth, but not everyone has the time or patience to read through a bunch of books or articles nowadays.
Join me in this short discussion as we unfold the bank strategy and financial principles that will help you become and remain financially free.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com 

Links and Resources from this Episode
www.practicalwealthadvisors.com Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 Budgeting Stinks Report Perpetual Wealth by Kim Butler Building Your Warehouse of Wealth by R. Nelson Nash The Richest Man in Babylon by Benjamin Graham
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Show Notes
The best place to store cash Practical Wealth’s framework for clients is to become and remain financially-free Why some people were able to earn a lot of money, even during the pandemic What lifestyle ceiling is The rule of wealth once your money hits your account Why should you use your permanent insurance as a family fund? How you can get money in the green What the difference is between investing and speculating Why do you need to focus on creating new money and prosperity than focus on fear-based hoarding The four things that you need to do at a dollar spend
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I interviewed Best-selling author Curtis L. Jenkins. We spoke about his new book "Vision to Reality, Stop Working, Start Living" which details this approach and serves as a guide to business leaders who want to grow their companies to 7 and 8 figures.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, or 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com 

Links and Resources from this Episode
www.practicalwealthadvisors.com Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 Connect with Curtis L. Jenkins https://cljassoc.com/ https://www.facebook.com/thecurtisjenkins https://www.linkedin.com/in/curtis-jenkins-pmp Vision to Reality, Stop Working, Start Living book
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Free Ebook Financial Planning Has Failed

Show Notes
Who Curtis Jenkins is How much cash do you need to start a business? What a Visionaire is Who was this book written for? What the most important thing in a business is What is the Realization Framework Experience How is the book organized What is the meaning behind the title, Vision to Reality, Stop Working, Start Living How you can create accountability for clients to make sure they stay on track How to take the vision to reality What the difference is between being self-employed and being a business owner What’s the one thing that people should walk away with from the book Why should you learn your cash flow and numbers Where to find more about Curtis Jenkins
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I interviewed Jay Conner and we had a fascinating discussion about raising private money. He has a system where he teaches his students how they could get from no money to 500k available in 30 days.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com 

Links and Resources from this Episode
www.practicalwealthadvisors.com Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 Connect with Jay Conner 7 Reasons Why Private Money Will Skyrocket Your Real Estate Business https://www.jayconner.com/ 
Special Listener Gift
Schedule a 15-Minute Call with Curtis
Free Ebook Financial Planning Has Failed

Show Notes
Who is Jay Conner? What private money is How private money works How Jay started with raising private money How he was able to get 44 private lenders without asking people for money How to find deals What the importance of lead generation is Why Jay uses private money When do you need private money What arbitrage is and how it works What’s his preferred exit strategy The different ways to find and learn more about Jay
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