323 episodes

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.

The Practical Wealth Show Curtis May

    • Business
    • 5.0 • 44 Ratings

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.

    Banking on Success: How Infinite Banking Transforms Your Business with Joe Pantozzi

    Banking on Success: How Infinite Banking Transforms Your Business with Joe Pantozzi

    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.
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    • 48 min
    Mastering Marketing Funnels: The Secret Weapon for Business Owner with Ryan McClary

    Mastering Marketing Funnels: The Secret Weapon for Business Owner with Ryan McClary

    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

    • 42 min
    Achieving Financial Freedom through Social Impact with Sam Sells of Wild Mountain Capital

    Achieving Financial Freedom through Social Impact with Sam Sells of Wild Mountain Capital

    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

    • 47 min
    Personal and Business credit hacks for success with Terri Couser

    Personal and Business credit hacks for success with Terri Couser

    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

    • 49 min
    Once in a Decade Opportunity: Understanding Preferred Equity with Darin Davis

    Once in a Decade Opportunity: Understanding Preferred Equity with Darin Davis

    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

    • 47 min
    Unveiling the Hidden Truths of Business Credit: Separating Fact from Fiction with Kevin Lewis

    Unveiling the Hidden Truths of Business Credit: Separating Fact from Fiction with Kevin Lewis

    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

    • 31 min

Customer Reviews

5.0 out of 5
44 Ratings

44 Ratings

maddie@podcastingyou ,

Super informative!

This podcast is a must listen for anyone looking to improve their financial literacy and become financially free! Curtis is very knowledgeable and each episode is very informative.

iiiiiiiiiiiiiiiiiiiiiï ,

Solid wealth-building podcast

Curtis's podcast stands out as one that is focused on educating listeners on simple ways to build wealth. I always enjoy and learn from his guests.

Multifamily University ,

Awesome Podcast Show

Great talk on multifamily investing with Anna Myers. Thanks for the wonderful podcast!

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