The Practical Wealth Show Curtis May

In this episode, Curtis May sits down with Joe Pantozzi, my mentor from Alpha Mega Wealth. His wealth management firm devotes effort and resources to Client Education to define: Money versus math; material versus educational wealth; asset wealth management versus wealth management; generational wealth, versus cultural wealth, versus community wealth, etc. Joe believes too many people neglect to understand WHY they want to build up material wealth and therefore miss the mark.
Highlights
Getting the Capital Maximizing your Capital Understanding your Capital worth Problems of Business owners Properly Structured Whole-life Policy Be the Master of your Money 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 Website: https://alphaomegawealth.com/ LinkedIn: https://www.linkedin.com/company/alpha-omega-wealth   Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession 
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In this episode, I'm with my close friend Terri Brown. She is a real estate investor, developer, general contractor, coach, and professional speaker. She is a serial entrepreneur with all of her companies operating with a service impact model. She embodies the essence of resourcefulness and resilience.
 
Highlights
How to Build Generational Wealth Financial Planning Develop yourself Before jumping into Real estate Critical 4 critical areas of business REAL ESTATE Made Easy  
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  Brown terri@builtto-last.com Free Webinar Sign-Up: https://forms.gle/35bnoVyQ4A5DMEmH8 RME Tickets: https://bit.ly/3ZkroLT Youtube: https://www.youtube.com/channel/UClhEjXQ98cFtDvANT1PqzRw Instagram: https://www.instagram.com/builttolastsolutions/ Facebook: https://www.facebook.com/profile.php?id=100076363900754 Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession 
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Joining me today is a really great guest, Chris Finlay, an innovator and leader in today's evolving senior housing and multifamily real estate world! As chairman and CEO at Lloyd Jones, Chris works to expand the company's senior housing interests. His extensive real estate investing experience, development background, and passion for world-class senior living facilities create an exciting opportunity for both seniors and investors throughout the United States.
Highlights
Equity/Debt Structures and Creative Capital Stack Solutions How does the current macroeconomic environment impact CRE? Construction, development and repurposing in senior housing Acquisition strategies for senior housing, multifamily, and hospitality Critical needs and initiatives to help the affordable senior housing crisis  
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 Chris Finlay CFinlay@LloydJonesllc.com https://lloydjonesllc.com/ https://lloydjonesllc.com/members/chris-finlay/   Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession 
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A short episode where Curtis talks about how to teach your kids about finances and for them to be able to save money efficiently by using Whole life insurance with properly structured dividend paying whole life, build capital, understand and manage credit and the three rules of investing. Tune in now!
 
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  
Show Notes
The importance of saving regularly using properly  structured, dividend-paying whole life insurance Advice on living within your means and constantly expanding them Understanding and managing debt The difference between good debt and bad debt Insights on how the wealthy use debt Investing wisely across four asset classes: Business, real estate, paper assets, and commodities Retirement is not your objective, it stresses on the importance of creating wealth
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Curtis interviewed Marty Greenbaum, a 30+ year franchise industry professional, Certified Franchise Executive (CFE), and founder of Smart Franchise Investing. Marty was fortunate to grow up in an entrepreneurial family, his grandfather owned one of the largest specialty printing companies in downtown Chicago and his father was a serial entrepreneur that was a pioneer in the shipping and packaging industry. The foundation of Marty’s business experience comes from his personal involvement in opening 500 stores, serving as Director of Operations, and ultimately as Vice President of Marketing. From there, Marty launched and operated a prestigious franchise marketing agency that served over 120 franchise brands, helping them strengthen branding, connect better with customers, and improve unit revenue and system growth. Marty serves motivated investors seeking to reach their personal and financial goals through franchise ownership. He is a franchise educator and matchmaker that helps people make smart business decisions. Simply, he helps people find the “perfect fit” franchise. His “deep roots” in franchising and detailed knowledge of hundreds of brands have enabled him to become a “top” franchise consultant. Most importantly, he loves what he does. Tune in now!
 
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 Marty Greenbaum Website: https://www.smartfranchiseinvesting.com/ LinkedIn: https://www.linkedin.com/in/greenbaum/ Email address: marty@smartfranchiseinvesting.com Phone number: 702-580-0663  Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession 
 

Show Notes
What franchising is and its benefits over starting an independent business   Statistics on the failure rate of independent businesses Who is a good candidate for a franchise? The work and commitment involved in owning a franchise A piece of advice on reaching out to multiple franchise owners to learn from their experiences Franchise disclosure documents and how crucial it is to read and understand them fully with professional help if needed Recession-resistant franchises Fear and hesitation in getting into franchising and the importance of being fully informed How franchising could help in being more intentional about securing a financially stable future
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Curtis interviewed one of his successful clients, Dr. Leslie Becton, who is the founder and Chief Executive Officer of Murrell Community Counseling Services (MCCS), as well as the esteemed Mindset Mastery Coaching. She discusses and offers a transformative approach to help busy professionals overcome anxiety and chronic stress without spending years in therapy. Through this specialized coaching program, Dr. Becton provides valuable guidance and practical strategies, empowering busy professionals to achieve a healthier mindset and enhanced overall well-being.
 
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. Leslie Becton Get your GIVE AWAY from Dr. Leslie: https://docs.google.com/document/d/1MK5ZGqBrYzMkI5EUzZrSEqr3AlMKBNYudFFU3v7-vio/edit?usp=sharing 215-842-8721 info@mycoachdrleslie.com https://www.linkedin.com/in/leslie-becton-edd-lpc-aba-549a35177 Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession   
Show Notes
Balance between physical fitness, financial independence, spiritual fulfillment, and mental stability The Mindset Makeover Program by Dr. Leslie Beckton The 5 I framework of the Mindset Mastery Program How she quit her six-figure job and started a private practice Financial planning put into place with help of Curtis May, setting aside 15% of every paycheck The 'old school' approach to mental health and his endorsement of seeking help when needed
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