Episodes

In this episode, Curtis May and financial expert Craig Wear, discuss the importance of Roth conversions for IRA millionaires. These conversions help avoid significant taxes for both individuals and their heirs. The focus should be on the distribution...

In this episode, Axel Meierhoefer and I discuss Breaking the Time Barrier and Achieving Time Freedom through Mentoring. The audience will learn about the importance of accountability, motivation, and feedback in the mentoring process, which can help...

In this podcast episode, real estate expert Al Curiel highlights the advantages of note investing, which involves buying and selling property-secured mortgages. The current market offers ample opportunities for such investments, particularly when...

In this episode, Pedro Moore is a 2x founder and season deal strategist, startup and small business investor, and lover of all things business. He is the Co-Founder of FundingFuel, a small business financing and investing marketplace, host of Earned...

In this episode, Alex Sonkin and I discuss the Due Diligence Project. The due diligence project is essential for minimizing potential risks and making informed decisions when considering mergers and acquisitions, investments or partnerships. By...

"How to be an Active Passive Investor with Neal Bawa" features an interview with real estate investor and educator Neal Bawa. The discussion focuses on strategies for being an active passive investor in real estate, including tips for selecting...

In this episode of the Practical Wealth Show, Curtis May discusses the importance of having maximum protection and playing defense in one's financial planning. He shares his recent health scare story to stress the importance of being prepared for...

This Episode is special. I'm with Jessica Fialkovich, a Business Exit Expert, a bestselling author, speaker, and small business advocate. She sold her first business a decade ago and successfully exited it before buying her next business - a business...

Curtis emphasizes the importance of understanding the concept of infinite banking and advises listeners to think long-range and not to be afraid to capitalize. He also recommends Practical Wealth Solutions, which can help people set up privatized...

In this episode, Ryan Tansom and I discuss Creating a strategic Growth plan for your business. So if you want to know what are the 3 financial targets an owner should identify, monitor and measure? How do you create a strategic plan to increase the...

In this episode, I'm with Fred Moskowitz, an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment...

In this episode, Brent Turner and I discuss basically three areas in which we help them find money that they're losing unknowingly and then necessarily. The ThirdBox Process™ creates a competition-free zone in the client’s mind that only you live...

This episode is a short discussion about wealth capture. Your number one asset is you. And so, what do you invest in your mindset, your skill set, and your network who you know, and most importantly, who knows you? And so, our goal, as we call it in...

This episode is a short discussion about the function of time in your financial planning. The following things were discussed: Exploring how powerful the time What are the issues and roles of compounding, accumulation in time and financial future,...

In this episode, George Liu and I discuss generating multiple six figures a year by working an hour a day. So if you want to know how to run a profitable business, how to triple your revenue in 3 weeks, and how to make and have more time so you can...

In this episode, Stephen Sacks, Founder of Funding Nav, and I discuss dominating your industry by acquiring your competitors without spending your own money. So if you want to raise some needed funds without giving away equity, dominate your industry...

In this episode, I'm with my good friend Robin Smith-Aimes. Robin is a single mom of two beautiful girls who decided about five years ago to walk away from her marriage. She knew how to do taxes. She had been doing it for her friends. A few years ago,...

In this episode, I'm with my good 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. We...

In this episode, Patrick Yip and I discuss why investors should consider owning precious metals. If you want to know why gold is relevant, if crypto is the new gold and if gold is a good investment so you can know how to position your portfolios...

In this episode, Natalie Kolodij and I discuss Multiple ways to generate Tax-Free Income with real estate. So if you want to Avoid the most common Real Estate Tax Mistakes, Understand your tax return and what questions to ask your Tax Advisor, and how...

In this episode, I'm with George Waters. Together, George and I discussed how to start from zero to 6 figures with Turo and similar hosting platforms. So if you want to know how to get started, what types of cars work best, and how to scale using...

In this recent episode, I sat down with Jacob Vanderslice. I discussed his journey in the real estate state world and how they expand the self-storage business that is downside-protected, recession-resistant, and durable recurring revenue streams. He...

In this recent episode, I sat down with Matthew Ablakan and talked about his journey at a very young age when he began trading Pokémon cards to teach him a variety of skills such as how to negotiate and the importance of demand and supply. As he...

In this recent episode, I interviewed Chase Insogna, CPA, CGMA. He has always loved entrepreneurship and small business, and that is why he focuses on helping fellow small businesses grow. He was in the business for 12 years already and is using his...