March 4, 2021

Principle-Based Planning - Episode 167

Principle-Based Planning - Episode 167

Curtis talks about principles and how you can apply these principles to create financial freedom. He also dives into the 4 pillars of financial security. Curtis’s motto is that what you learn today and how you position yourself will determine your...


Curtis talks about principles and how you can apply these principles to create financial freedom. He also dives into the 4 pillars of financial security.

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
  • Text PWEALTH to 1-833-422-0250


    Special Listener Gift
  • Schedule a 15-Minute Call with Curtis
  • Free Ebook Financial Planning Has Failed

    Show Notes
  • Feeling anxiety and implementing principles to create financial freedom - 1:26
  • Where should you invest? - 2:32
  • Start with the “what” - 3:31
  • About investing - 4:20
  • Creating economic independence - 5:13
  • The 4 pillars of financial security - 5:53
  • The lack of capital - 6:46
  • Strategy is the “how” - 11:07
  • Living life based on principles - 12:19
  • Curtis’s philosophy - 15:13
  • What are your principles? - 16:21
  • Financial principles - 18:28
  • You have to think strategically - 20:06
  • The three rules of investing - 29:05
  • Getting out of debt creates wealth - 31:22
  • What’s the velocity method? - 34:04

Review, Subscribe and Share
If you like what you hear please leave a review by clicking here