Aug. 25, 2022

Be the Bank or Be the Customer of the Bank with Joe Pantozzi - Episode 233

Be the Bank or Be the Customer of the Bank with Joe Pantozzi - Episode 233

What is banking and what problem does it solve? What are the things that you need to do to build a legacy of wealth and wisdom? In this episode, Joe Pantozzi, CEO and Founder of Alpha Omega Wealth, joins Curtis to talk about the importance of knowing...


What is banking and what problem does it solve? What are the things that you need to do to build a legacy of wealth and wisdom? In this episode, Joe Pantozzi, CEO and Founder of Alpha Omega Wealth, joins Curtis to talk about the importance of knowing the concept of Becoming your own Banker, Infinite Banking, and Private Reserve Strategy.

They also tackle the difference between capitalizing and investing, what the bank can do that you can do, and what are the things you need to build wealth.

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 


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Show Notes

  • Who is Joe Pantozzi, the Godfather of Infinite Banking?
  • How he learned the idea of the infinite banking function
  • What the connection is between how the bank and money works
  • What the difference is between capitalizing and investing
  • Why people are investing in real estate properties
  • What the important questions to ask your agent are
  • How the money management system works
  • Who are the people you should follow if you are building your wealth
  • What is the connection between your wealth plan, riches, and net worth is with your rate of return
  • How you can deconstruct your personal economy to get control of the majority of your money
  • What the 15 laws of growth are


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